Rotary Club of Hollister

Nonprofit profile at a glance

EIN
940557938
IRS 990-EZ coverage
2011–2018
Forms available
Form 990-EZ 2018
Location
Hollister, CA, USA
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Community Service Clubs

Official website

Reported finances

Revenue
$129,216
Expenses
$103,969
Assets
$266,776
Liabilities
$42,784

Source: IRS Form 990-EZ. Selected filing: tax year 2018. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • AMALIA ELLIS (PAST PRESIDENT)
  • DAVE WESTRICK (PRESIDENT)

People named in this filing

  • BRUCE BEETZ (TREASURER)
  • AMALIA ELLIS (PAST PRESIDENT)
  • DAVE WESTRICK (PRESIDENT)

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 2018. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Health community service - scholarship

What it reported doing in 2018

Provide support to local non profit organizations

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Hybrid. The nonprofit split its reported program spending across 46% for direct work, and 54% for grants.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Program spending has declined or grown slowly and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 65
  • Transparency & Controls: 82
  • Sustainability: 68
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 59.6%; rating input score 60
  • Program expense ratio: 74.1%; rating input score 74

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 19.5%; rating input score 77; 77th percentile among comparable filings
  • Total-asset coverage ratio: 2.57; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0.16; rating input score 26; 26th percentile among comparable filings
  • Officer compensation ratio: 2.8%; rating input score 28; 28th percentile among comparable filings

Growth

  • Program expense growth: -0.6% per year; rating input score 0; 29th percentile among comparable filings
  • Revenue growth: 3% per year; rating input score 100; 41st percentile among comparable filings
  • Asset growth: 6% per year; rating input score 100; 49th percentile among comparable filings

Details

  • Where the money goes: 59.6% of revenue deployed · 74.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $77K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 7 filing years from 2011 to 2018
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • 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 — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 26/100.
  • High — Sustainability: Officer compensation ratio scored 28/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.
  • High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.