Rotary Club of Orange Incorporated

Nonprofit profile at a glance

EIN
237370779
IRS 990-EZ coverage
2013–2023
Forms available
Form 990-EZ 2023
Location
Orange, CA, USA
Phone
7149213990
Rating
45
Verdict
MIXED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$131,232
Expenses
$118,711
Assets
$43,612

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • Jim Gilmore (President)

People named in this filing

  • Jim Gilmore (President)
  • Mike Schmitt (Director)
  • Pat Buttress (Director)

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 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Service Above Self Rotary is an organization of business and professional persons united worldwide who provide humanitarian service, encourage high ethical standards in all vocations and help build goodwill and peace in the world. Rotary is the worlds first service club. Rotarians carry out a variety of humanitarian, educational, and cultural exchange programs. Since its founding in 1905, Rotary has grown to include some 1.2 million service-minded men and women belonging to more than 30,000 Rotary clubs in 166 countries in the world. Rotarians meet weekly for fellowship and interesting and informative programs dealing with topics of local and global importance. Membership reflects a cross-section of community representation. Rotary is widely regarded as the worlds largest private provider of international educational scholarships. The Rotary Foundation provides each year some $90 million for international scholarships, cultural exchanges, and humanitarian projects that improve the qual

What it reported doing in 2023

Throughout the year, Boy Scouts Troop and Pack 1475 held multiple monthly meetings, 7 campouts, and 1 community service outing, engaging approximately 28 youth members and their families. These events facilitated a variety of educational and character-building activities, with support from about 16 volunteers each month. Activities encouraged collaboration, leadership, and community involvement among the scouts, who collectively contributed around 135 volunteer hours in service projects across Orange. (Note: All figures are estimated.)

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

MIXED - 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: 18
  • Transparency & Controls: 82
  • Sustainability: 43
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 17%; rating input score 17
  • Program expense ratio: 18.7%; rating input score 19

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 9.5%; rating input score 58; 58th percentile among comparable filings
  • Total-asset coverage ratio: 0.37; rating input score 29; 29th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -4.2% per year; rating input score 0; 21st percentile among comparable filings
  • Revenue growth: -5.5% per year; rating input score 0; 9th percentile among comparable filings
  • Asset growth: 2.4% per year; rating input score 100; 35th percentile among comparable filings

Details

  • Where the money goes: 17% of revenue deployed · 18.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $22K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 10 filing years from 2013 to 2023
  • 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 17/100.
  • High — Financial Efficiency: Program expense ratio scored 19/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 29/100.
  • Review — Sustainability: Operating margin scored 58/100.