Rotary Club of Livermore

Nonprofit profile at a glance

EIN
946107859
IRS 990-EZ coverage
2018–2024
Forms available
Form 990 2017, Form 990-EZ 2024
Location
Livermore, CA, USA
Rating
85
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$129,196
Expenses
$125,474
Assets
$122,690
Liabilities
$50

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

Leadership & pay

3 people listed

Executive titles in this filing

  • MARC ROBERTS (President)

People named in this filing

  • MARC ROBERTS (President)
  • NORMAN BREGMAN (Treasurer)
  • JOEL SWANSON (Secretary)

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

To provide community service, support international service programs, vocational service and service to youth in the community

What it reported doing in 2024

Community servicethe rotary club provides a variety of services to the community and the local schools through grants to teachers and community non-profit agencies. The club provides awards to outstanding teachers and school administrators, provides various community service projects and provides support for community health services.youth servicesthe rotary club provides support to local students through scholarships, international student exchange programs, mentoring, and providing opportunities for leadership training.

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
Direct operator. The filing allocates 99% 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. Revenue has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 93
  • Transparency & Controls: 82
  • Sustainability: 51
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 92.5%; rating input score 92
  • Program expense ratio: 95.2%; rating input score 95

Transparency & Controls

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

Sustainability

  • Operating margin: 2.9%; rating input score 42; 42nd percentile among comparable filings
  • Total-asset coverage ratio: 0.98; rating input score 59; 59th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 52; 52nd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 7.6% per year; rating input score 100; 55th percentile among comparable filings
  • Revenue growth: -3.2% per year; rating input score 0; 12th percentile among comparable filings
  • Asset growth: 3.7% per year; rating input score 100; 40th percentile among comparable filings

Details

  • Where the money goes: 92.5% of revenue deployed · 95.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $119K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 6 filing years from 2018 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: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 42/100.
  • Review — Sustainability: Total-asset coverage ratio scored 59/100.
  • Review — Sustainability: Liabilities to assets ratio scored 52/100.