Rotary Club of Ojai West

Nonprofit profile at a glance

EIN
770050870
IRS 990-EZ coverage
2014–2024
Forms available
Form 990-EZ 2024
Location
Ojai, CA, USA
Phone
8056468399
Rating
38
Verdict
REVIEW
Rating confidence
Moderate

Reported finances

Revenue
$53,446
Expenses
$97,369
Assets
$58,818

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

Leadership & pay

5 people listed

Executive titles in this filing

  • DONNA JONES (President)

People named in this filing

  • DONNA JONES (President)
  • Kathy Doubleday (Secretary)
  • Glenn Fout (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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

See Statement of Grants and similar amounts paid.

What it reported doing in 2024

The Rotary Club of Ojai West contributes to many local non-profits as well as to the the Rotary Foundation for domestic and international projects that promote health, well-being, cooperation, and the environment. One major goal of Rotary International goal is global polio eradication. Local projects of the Rotary Club of Ojai West Foundation include the Floating Classroom at Lake Casitas, Ojai Rotary Park, Summer Band Concerts, and the Dictionary Project in which we provide dictionaries to all 4th grade public school students. Through our support of local non-profits, we support new families, arts education, environmental education, the homeless, cancer patients and many others. We also awarded 19 college scholarships to both graduating seniors as well as students currently enrolled in college. granted high school student scholarships at the end of each year. The Club operates the Rotary Club of Ojai West Foundation

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
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

REVIEW - 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: 8
  • Transparency & Controls: 82
  • Sustainability: 21
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 9.7%; rating input score 10
  • Program expense ratio: 5.3%; rating input score 5

Transparency & Controls

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

Sustainability

  • Operating margin: -82.2%; rating input score 9; 9th percentile among comparable filings
  • Total-asset coverage ratio: 0.6; rating input score 34; 34th 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: -2% per year; rating input score 0; 42nd percentile among comparable filings
  • Revenue growth: -3% per year; rating input score 0; 40th percentile among comparable filings
  • Asset growth: -0.5% per year; rating input score 0; 36th percentile among comparable filings

Details

  • Where the money goes: 9.7% of revenue deployed · 5.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $5K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 8 current checks pass · 1 finding to review
  • Schedules: 1 filed schedules
  • Filing history: 11 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.

  • High — Financial Efficiency: Mission deployment rate scored 10/100.
  • High — Financial Efficiency: Program expense ratio scored 5/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Sustainability: Operating margin scored 9/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.