Rotary Club of Lake Arrowhead California

Nonprofit profile at a glance

EIN
201318241
IRS 990-EZ coverage
2012–2024
Forms available
Form 990-EZ 2024
Location
Lake Arrowhead, CA, USA
Phone
3104986076
Rating
80
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$48,646
Expenses
$48,234
Assets
$20,525
Liabilities
$2,379

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

Leadership & pay

12 people listed

Executive titles in this filing

  • JAY RYNDA (PRESIDENT)
  • JERI SIMPSON (TREASURER, PRESIDENT ELECT)
  • TERESA OSTLIE (IMMEDIATE PAST PRESIDENT)

People named in this filing

  • JAY RYNDA (PRESIDENT)
  • DIANE GLADWELL (SECRETARY)
  • JERI SIMPSON (TREASURER, PRESIDENT ELECT)

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

Provide service to others, to promote high ethical standards and to advance world understanding, goodwill and peace through fellowship of business and professional and community leaders.

Operating model

Revenue model
Membership-supported. 80% 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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 82
  • Sustainability: 39
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89.2%; rating input score 89
  • Program expense ratio: 90%; rating input score 90

Transparency & Controls

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

Sustainability

  • Operating margin: 0.8%; rating input score 47; 47th percentile among comparable filings
  • Total-asset coverage ratio: 0.43; rating input score 27; 27th percentile among comparable filings
  • Liabilities to assets ratio: 0.12; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -4% per year; rating input score 0; 38th percentile among comparable filings
  • Revenue growth: -1.4% per year; rating input score 0; 46th percentile among comparable filings
  • Asset growth: 9.3% per year; rating input score 100; 71st percentile among comparable filings

Details

  • Where the money goes: 89.2% of revenue deployed · 90% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $43K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 13 filing years from 2012 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 — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 47/100.
  • High — Sustainability: Total-asset coverage ratio scored 27/100.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.