Rotary Club of Del Mar Foundation Trust
Nonprofit profile at a glance
- EIN
- 330102863
- IRS 990-EZ coverage
- 2015–2024
- Forms available
- Form 990 2023, Form 990-EZ 2024
- Location
- Del Mar, CA, USA
- Rating
- 74
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $152,667
- Expenses
- $34,009
- Assets
- $488,575
- Liabilities
- $148
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- Janice Kurth (President)
People named in this filing
- Janice Kurth (President)
- Pat Kurtz (Director)
- Don Fipps (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
Educational & Charitable
What it reported doing in 2024
Grants/Aid
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 liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 49
- Transparency & Controls: 100
- Sustainability: 89
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 21.2%; rating input score 21
- Program expense ratio: 95.1%; rating input score 95
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: 77.7%; rating input score 98; 98th percentile among comparable filings
- Total-asset coverage ratio: 14.37; rating input score 99; 99th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 52; 52nd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 56.1% per year; rating input score 100; 93rd percentile among comparable filings
- Revenue growth: 17.9% per year; rating input score 100; 81st percentile among comparable filings
- Asset growth: 11.6% per year; rating input score 100; 66th percentile among comparable filings
Details
- Where the money goes: 21.2% of revenue deployed · 95.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $32K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 4 filed schedules
- Filing history: 8 filing years from 2015 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Related organizations: 1 filed related-organization link
- 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.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Financial Efficiency: Mission deployment rate scored 21/100.
- Review — Sustainability: Liabilities to assets ratio scored 52/100.
- High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.