Moraga Rotary Club Foundation

Nonprofit profile at a glance

EIN
680459094
IRS 990-EZ coverage
2022–2024
Forms available
Form 990-EZ 2024
Location
Moraga, CA, USA
Phone
4154203049
Rating
95
Verdict
STRONG
Rating confidence
Moderate
Sector
Public Foundations

Reported finances

Revenue
$134,852
Expenses
$132,728
Assets
$192,388
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • MARY SUE ERICKSON (PRESIDENT)

People named in this filing

  • MARY SUE ERICKSON (PRESIDENT)
  • EVIE MICHON (EXECUTIVE SECRETARY)
  • DEBBIE KOO (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Community service for local and international programs

What it reported doing in 2024

Various donations for local and international projects including leadership camps, education foundation, youth homes, toys for tots, sponsorship of rotacare clinic, white pony express, moraga citizens network, guatamala stove project, kiva microfinance project and common hope student scholarship program.

Operating model

Revenue model
Donor-supported. 88% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 95
  • Transparency & Controls: 100
  • Sustainability: 56
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 94.6%; rating input score 95
  • Program expense ratio: 95.8%; rating input score 96

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 1.6%; rating input score 39; 39th percentile among comparable filings
  • Total-asset coverage ratio: 1.45; rating input score 71; 71st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 34.4% per year; rating input score 100; 86th percentile among comparable filings
  • Revenue growth: 35.8% per year; rating input score 100; 92nd percentile among comparable filings
  • Asset growth: 1.6% per year; rating input score 100; 32nd percentile among comparable filings

Details

  • Where the money goes: 94.6% of revenue deployed · 95.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $127K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 39/100.