Rotary Club of La Mesa California Foundation

Nonprofit profile at a glance

EIN
454201793
IRS 990-EZ coverage
2014–2022
Forms available
Form 990-EZ 2022
Location
La Mesa, CA, USA
Phone
6198579274
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Public Foundations

Reported finances

Revenue
$29,155
Expenses
$49,327
Assets
$362,558
Liabilities
$55,743

Source: IRS Form 990-EZ. Selected filing: tax year 2022. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • WILLIAM ASHMAN (President)

People named in this filing

  • WILLIAM ASHMAN (President)
  • BEN HAMILTON (Secretary)
  • RONALD MORELL (Treasurer)

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 2022. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Charitable contributions to aid in disaster relief, to alleviate chronic malnutrition, disease or hunger, to advance education, and to support various community projects and charitable organizations consistent with the foundation's mission.

What it reported doing in 2022

Grants & allocations - contributions to community service, various projects, community charitable organizations, and educational awards/scholarships

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
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of total spending goes to programs and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 65
  • Transparency & Controls: 82
  • Sustainability: 40
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 77%; rating input score 77
  • Program expense ratio: 45.5%; rating input score 46

Transparency & Controls

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

Sustainability

  • Operating margin: -69.2%; rating input score 11; 11th percentile among comparable filings
  • Total-asset coverage ratio: 7.35; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0.15; 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: 29.5% per year; rating input score 100; 86th percentile among comparable filings
  • Revenue growth: 3.4% per year; rating input score 100; 69th percentile among comparable filings
  • Asset growth: 21.2% per year; rating input score 100; 86th percentile among comparable filings

Details

  • Where the money goes: 77% of revenue deployed · 45.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $22K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 8 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 8 filing years from 2014 to 2022
  • 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.

  • Moderate — Financial Efficiency: Program expense ratio scored 46/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Sustainability: Operating margin scored 11/100.
  • High — Sustainability: Liabilities to assets ratio scored 16/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.