Petaluma Valley Rotary Trust

Nonprofit profile at a glance

EIN
680222925
IRS 990-EZ coverage
2013–2024
Forms available
Form 990-EZ 2024
Location
Petaluma, CA, USA
Phone
7073228625
Rating
67
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$72,044
Expenses
$64,998
Assets
$335,471

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

Leadership & pay

12 people listed

Executive titles in this filing

  • JENNIFER CARTER (President)

People named in this filing

  • JOHN BURNS (Director)
  • JENNIFER CARTER (President)
  • DAVID BARBIERI (Director)

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

Support educational, charitable & humanitarian endeavors.number of people benefited:2500

What it reported doing in 2024

Community service projects including support for homeless families, literacy, camps for abused children, support for invalid seniors and enviornmental sustainability

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. Revenue has declined or grown slowly and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 56
  • Transparency & Controls: 82
  • Sustainability: 60
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 90.2%; rating input score 90
  • Program expense ratio: Limited

Transparency & Controls

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

Sustainability

  • Operating margin: 9.8%; rating input score 62; 62nd percentile among comparable filings
  • Total-asset coverage ratio: 5.16; rating input score 84; 84th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 1.1% per year; rating input score 100; 51st percentile among comparable filings
  • Revenue growth: -1.7% per year; rating input score 0; 45th percentile among comparable filings
  • Asset growth: 8% per year; rating input score 100; 67th percentile among comparable filings

Details

  • Where the money goes: 90.2% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 5 filed program accomplishments
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 12 filing years from 2013 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 — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.