Rotary Club of Oakhurst Sierra

Nonprofit profile at a glance

EIN
942538650
IRS 990-EZ coverage
2010–2024
Forms available
Form 990 2021, Form 990-EZ 2024
Location
Oakhurst, CA, USA
Phone
5596417950
Rating
68
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$95,951
Expenses
$104,551
Assets
$114,367
Liabilities
$0

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

Leadership & pay

13 people listed

Executive titles in this filing

  • Robert Macaulay (President)
  • Jeff Nocket (Past President)
  • Jesse Pence (President Elect)
  • Regina Fullmer (President Nominee)

People named in this filing

  • Robert Macaulay (President)
  • Jeff Nocket (Past President)
  • Jesse Pence (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

See Sch O

What it reported doing in 2024

Youth Education Program - To promote education in the communitys youth by granting scholarships, donating books and computer equipment.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Member-benefit provider. The nonprofit used 81% of its reported program spending for member benefits.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. 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: 44
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 56.7%; rating input score 57
  • Program expense ratio: 52%; rating input score 52

Transparency & Controls

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

Sustainability

  • Operating margin: -9%; rating input score 32; 32nd percentile among comparable filings
  • Total-asset coverage ratio: 1.09; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th 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 100; 60th percentile among comparable filings
  • Revenue growth: 4.4% per year; rating input score 100; 69th percentile among comparable filings
  • Asset growth: 5.6% per year; rating input score 100; 60th percentile among comparable filings

Details

  • Where the money goes: 56.7% of revenue deployed · 52% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $54K in reported program spending
  • Leadership: top reported pay $0 · 13 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 7 filing years from 2010 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.

  • Review — Financial Efficiency: Mission deployment rate scored 57/100.
  • Review — Financial Efficiency: Program expense ratio scored 52/100.
  • Moderate — Sustainability: Operating margin scored 32/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.