Murrieta Rotary Foundation

Nonprofit profile at a glance

EIN
330835459
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Murrieta, CA, USA
Phone
9516766555
Rating
89
Verdict
STRONG
Rating confidence
Moderate
Sector
Public Foundations

Reported finances

Revenue
$152,080
Expenses
$157,081
Assets
$242,033
Liabilities
$40,623

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

Leadership & pay

12 people listed

Executive titles in this filing

  • YANOSCHIK JIM (PRESIDENT)
  • EFFINGER KIRK (PRESIDENT ELECT)

People named in this filing

  • HASKINS ROB (DIRECTOR)
  • BARONE LAURA (PUBLIC RELATIONS CHAIR)
  • WALTERS MARY (VOCATIONAL SERVICE CHAIR)

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

Org. Formed to raise funds to support charitable, religious, scientific, literacy and educ. Organizations which qualify as exempt under sec 501(c)(3)

What it reported doing in 2024

Field of honor community service project--one week flag display of 2,024 full size american flags at murrieta town square park during the week of veteran's day, including various programs honoring first responders, veterans, and special educational programs throughout the week. Receipts from flag sponsors included in program service revenue on form 990, page 1.

Operating model

Revenue model
Donor-supported. 84% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

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 and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 99
  • Transparency & Controls: 82
  • Sustainability: 43
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 98.3%; rating input score 98

Transparency & Controls

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

Sustainability

  • Operating margin: -3.3%; rating input score 25; 25th percentile among comparable filings
  • Total-asset coverage ratio: 1.54; rating input score 73; 73rd percentile among comparable filings
  • Liabilities to assets ratio: 0.17; rating input score 20; 20th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 7.1% per year; rating input score 100; 54th percentile among comparable filings
  • Revenue growth: 4.6% per year; rating input score 100; 46th percentile among comparable filings
  • Asset growth: 7.1% per year; rating input score 100; 52nd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 98.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 8 filed program accomplishments · $154K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 15 filing years from 2010 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.

  • High — Sustainability: Operating margin scored 25/100.
  • High — Sustainability: Liabilities to assets ratio scored 20/100.