Rotary Club of Fortuna Sunrise
Nonprofit profile at a glance
- EIN
- 364012460
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Fortuna, CA, USA
- Phone
- 7077267718
- Rating
- 59
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $90,467
- Expenses
- $82,189
- Assets
- $148,600
- Liabilities
- $1,200
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- CHRIS BROADSTOCK (President)
People named in this filing
- ROSS ROWLEY (Secretary)
- CHRIS BROADSTOCK (President)
- LAURA MORRIS (Director / Tres)
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
Charitable actvities and services for local community needs and international activities.
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
MIXED - 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: 36
- Transparency & Controls: 82
- Sustainability: 57
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 57.3%; rating input score 57
- 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: 9.2%; rating input score 61; 61st percentile among comparable filings
- Total-asset coverage ratio: 1.81; rating input score 62; 62nd percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 30; 30th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 0% per year; rating input score 100; 48th percentile among comparable filings
- Revenue growth: 3.6% per year; rating input score 100; 66th percentile among comparable filings
- Asset growth: 5.2% per year; rating input score 100; 59th percentile among comparable filings
Details
- Where the money goes: 57.3% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 13 filing years from 2010 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.
- Review — Financial Efficiency: Mission deployment rate scored 57/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 30/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.