Placentia Rotary Foundation Inc
Nonprofit profile at a glance
- EIN
- 830871763
- IRS 990-EZ coverage
- 2022–2025
- Forms available
- Form 990-EZ 2025
- Location
- Placentia, CA, USA
- Phone
- 7145012932
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Fund Raising and Fund Distribution
Reported finances
- Revenue
- $75,683
- Expenses
- $61,769
- Assets
- $33,340
- Liabilities
- $19,196
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- JASON DOBINE (PRESIDENT)
People named in this filing
- JASON DOBINE (PRESIDENT)
- SHEY RODRIGUEZ (SECRETARY)
- DOTTIE ROGERS (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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Provide community organizational support for chamber of commerce, his house, police foundation and youth service organizations
What it reported doing in 2025
Cowabunga, golf tournament & bingo night events
Operating model
- Revenue model
- Earned-program. 86% of the money available for current operations came from fees and other program revenue.
- 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. Assets have declined or grown slowly and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 84
- Transparency & Controls: 82
- Sustainability: 50
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 77.2%; rating input score 77
- Program expense ratio: 94.5%; rating input score 95
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 18.4%; rating input score 70; 70th percentile among comparable filings
- Total-asset coverage ratio: 0.54; rating input score 33; 33rd percentile among comparable filings
- Liabilities to assets ratio: 0.58; rating input score 7; 7th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 5.3% per year; rating input score 100; 62nd percentile among comparable filings
- Revenue growth: 20.5% per year; rating input score 100; 90th percentile among comparable filings
- Asset growth: -6.9% per year; rating input score 0; 21st percentile among comparable filings
Details
- Where the money goes: 77.2% of revenue deployed · 94.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $58K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 4 filing years from 2022 to 2025
- 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: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
- High — Sustainability: Liabilities to assets ratio scored 7/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.