Rotary Club of Oakley Foundation
Nonprofit profile at a glance
- EIN
- 852603917
- IRS 990-EZ coverage
- 2020–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2023
- Location
- Oakley, CA, USA
- Phone
- 9256252211
- Rating
- 44
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Human Service Organizations
Reported finances
- Revenue
- $76,283
- Expenses
- $69,511
- Assets
- $82,291
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- Mike Hale (President)
People named in this filing
- Shannon Shaw (Secretary)
- Mike Hale (President)
- Brenda D'Amico (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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Provide scholarships and other educational expenses to local schools and provide monetary assistance to the local community in general as necessary to improve the community and to other projects worldwide.
What it reported doing in 2025
Purchased dictionaries for 3rd graders in the Oakley schools district.
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
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 11
- Transparency & Controls: 82
- Sustainability: 50
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 18.4%; rating input score 18
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 8.9%; rating input score 59; 59th percentile among comparable filings
- Total-asset coverage ratio: 1.18; rating input score 52; 52nd 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: -48.5% per year; rating input score 0; 9th percentile among comparable filings
- Revenue growth: 31.4% per year; rating input score 100; 94th percentile among comparable filings
- Asset growth: 25% per year; rating input score 100; 87th percentile among comparable filings
Details
- Where the money goes: 18.4% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 3 filed schedules
- Filing history: 6 filing years from 2020 to 2025
- 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 — Financial Efficiency: Mission deployment rate scored 18/100.
- High — Growth: Program expense growth scored 0/100.
- Review — Sustainability: Operating margin scored 59/100.
- Review — Sustainability: Total-asset coverage ratio scored 52/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.