Rotary Club of Castro Valley- Endowment

Nonprofit profile at a glance

EIN
943090586
IRS 990-EZ coverage
2013–2024
Forms available
Form 990-EZ 2024
Location
Castro Valley, CA, USA
Phone
5104025123
Rating
90
Verdict
STRONG
Rating confidence
Moderate
Sector
Women's Service Clubs

Reported finances

Revenue
$2,043
Expenses
$34,666
Assets
$319,722

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

Leadership & pay

6 people listed

Executive titles in this filing

  • Ray Wallace (Interim President)
  • Ray Wallace (Vice-President & Treasurer)

People named in this filing

  • Ray Wallace (Interim President)
  • Ray Wallace (Vice-President & Treasurer)
  • Monica Lee (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

Provide scholarships for Castro Valley High School seniors who have demonstrated academic, athletic, or civic excellence.

What it reported doing in 2024

Administrative costs to be able to provide scholarshipsand community grants

Operating model

Revenue model
Investment-supported. 69% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 80% 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 and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

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

Transparency & Controls

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

Sustainability

  • Operating margin: -1,596.8%; rating input score 1; 1st percentile among comparable filings
  • Total-asset coverage ratio: 9.22; rating input score 91; 91st 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: 12.7% per year; rating input score 100; 75th percentile among comparable filings
  • Revenue growth: 1.3% per year; rating input score 100; 57th percentile among comparable filings
  • Asset growth: 7.8% per year; rating input score 100; 67th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $35K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 11 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 — Sustainability: Operating margin scored 1/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.