Rotary Club of Healdsburg - Sunrise

Nonprofit profile at a glance

EIN
263568589
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024, Form 990-N 2013
Location
Healdsburg, CA, USA
Phone
7074338075
Rating
50
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$33,959
Expenses
$27,080
Assets
$38,268
Liabilities
$4,896

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

Leadership & pay

8 people listed

Executive titles in this filing

  • FRED WALTER (PRESIDENT)
  • MANUEL RAMOS (PRESIDENT ELECT)

People named in this filing

  • DIANE BUCHER (SECRETARY)
  • NANCY PALUMBO (TREASURER)
  • DOUG PILE (SEGENT OF ARMS)

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

See schedule o

What it reported doing in 2024

Promote the social welfare of healdsburg, ca and theinternational community through member events and fundraisers

Operating model

Revenue model
Membership-supported. 86% of the money available for current operations came from membership dues.
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

MIXED - The filed numbers largely add up and revenue 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: 22
  • Transparency & Controls: 82
  • Sustainability: 59
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 20%; rating input score 20
  • Program expense ratio: 25%; rating input score 25

Transparency & Controls

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

Sustainability

  • Operating margin: 20.3%; rating input score 73; 73rd percentile among comparable filings
  • Total-asset coverage ratio: 1.41; rating input score 56; 56th percentile among comparable filings
  • Liabilities to assets ratio: 0.13; rating input score 16; 16th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -10.2% per year; rating input score 0; 27th percentile among comparable filings
  • Revenue growth: 0.2% per year; rating input score 100; 52nd percentile among comparable filings
  • Asset growth: 2.8% per year; rating input score 100; 50th percentile among comparable filings

Details

  • Where the money goes: 20% of revenue deployed · 25% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $7K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 12 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.

  • High — Financial Efficiency: Mission deployment rate scored 20/100.
  • High — Financial Efficiency: Program expense ratio scored 25/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 56/100.
  • High — Sustainability: Liabilities to assets ratio scored 16/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.