Rotary Club of Capitola-aptos

Nonprofit profile at a glance

EIN
770119767
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024
Location
Capitola, CA, USA
Rating
69
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$89,050
Expenses
$65,041
Assets
$100,843
Liabilities
$920

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

Leadership & pay

16 people listed

Executive titles in this filing

  • NELSON CRANDALL (President)
  • LOWRY FENTON (PAST-PRESIDENT)

People named in this filing

  • NELSON CRANDALL (President)
  • LOWRY FENTON (PAST-PRESIDENT)
  • JACK HUNT (Secretary)

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

To encourage and foster the ideal of service as a basis of worthy enterprise, and, specifically, to encourage and foster the development of acquaintance as an opportunity for service, the dignifying of each rotarian's occupation as an opportunity to serve society, and the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

What it reported doing in 2024

Scholarships to send high school youth to the rotary youth leadership academy (ryla) and area interact leadership workshops.

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
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 42
  • Transparency & Controls: 100
  • Sustainability: 64
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 37%; rating input score 37
  • Program expense ratio: 50.7%; rating input score 51

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: 27%; rating input score 79; 79th percentile among comparable filings
  • Total-asset coverage ratio: 1.55; rating input score 58; 58th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 29; 29th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 2.7% per year; rating input score 100; 56th percentile among comparable filings
  • Revenue growth: 0.6% per year; rating input score 100; 54th percentile among comparable filings
  • Asset growth: 5.8% per year; rating input score 100; 61st percentile among comparable filings

Details

  • Where the money goes: 37% of revenue deployed · 50.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $33K in reported program spending
  • Leadership: top reported pay $0 · 16 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 13 filing years from 2011 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 — Financial Efficiency: Mission deployment rate scored 37/100.
  • Review — Financial Efficiency: Program expense ratio scored 51/100.
  • Review — Sustainability: Total-asset coverage ratio scored 58/100.
  • High — Sustainability: Liabilities to assets ratio scored 29/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.