Rotary Club of Mission Viejo
Nonprofit profile at a glance
- EIN
- 237394267
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024
- Location
- Mission Viejo, CA, USA
- Rating
- 63
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Community Service Clubs
Reported finances
- Revenue
- $81,528
- Expenses
- $84,251
- Assets
- $37,679
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- JAY MINOR (President-elect)
- LAVAL BREWER (President)
People named in this filing
- KATY MCHENRY (Secretary)
- DENNIS O'CONNOR (Treasurer)
- JAY MINOR (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
Bring together community members to create positive, lasting relationships and change, both locally and around the world, through unique perspectives and shared passion for service.
What it reported doing in 2024
Contributions
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
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
SUPPORTED - The filed numbers largely add up. 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: 55
- Transparency & Controls: 82
- Sustainability: 33
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 55.4%; rating input score 55
- Program expense ratio: 53.6%; rating input score 54
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -3.3%; rating input score 39; 39th percentile among comparable filings
- Total-asset coverage ratio: 0.45; rating input score 27; 27th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -7.9% per year; rating input score 0; 30th percentile among comparable filings
- Revenue growth: -1.5% per year; rating input score 0; 45th percentile among comparable filings
- Asset growth: 7.9% per year; rating input score 100; 67th percentile among comparable filings
Details
- Where the money goes: 55.4% of revenue deployed · 53.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $45K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 10 filing years from 2014 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.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Review — Financial Efficiency: Mission deployment rate scored 55/100.
- Review — Financial Efficiency: Program expense ratio scored 54/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 39/100.
- High — Sustainability: Total-asset coverage ratio scored 27/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.