Rotary Club of Palm Desert Calif

Nonprofit profile at a glance

EIN
956096652
IRS 990-EZ coverage
2013–2024
Forms available
Form 990-EZ 2024
Location
Palm Desert, CA, USA
Phone
7603406675
Rating
64
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Men's Service Clubs

Official website

Reported finances

Revenue
$169,111
Expenses
$155,911
Assets
$47,246
Liabilities
$16,875

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

Leadership & pay

13 people listed

Executive titles in this filing

  • PRISCILLA DEWING (PRESIDENT-EL)
  • ANGELIQUE ONTIVEROS (PRESIDENT)

People named in this filing

  • AMY LABODA (COMMUNITY SE)
  • JUDY LOZANO (TREASURER)
  • PRISCILLA DEWING (PRESIDENT-EL)

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

Community service

What it reported doing in 2024

Local, national, and international community projects and charities

Operating model

Revenue model
Earned-program. 87% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

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: 48
  • Transparency & Controls: 82
  • Sustainability: 42
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 46.3%; rating input score 46
  • Program expense ratio: 50.3%; rating input score 50

Transparency & Controls

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

Sustainability

  • Operating margin: 7.8%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 0.3; rating input score 26; 26th percentile among comparable filings
  • Liabilities to assets ratio: 0.36; rating input score 13; 13th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 22.8% per year; rating input score 100; 79th percentile among comparable filings
  • Revenue growth: 4.1% per year; rating input score 100; 43rd percentile among comparable filings
  • Asset growth: 14.8% per year; rating input score 100; 73rd percentile among comparable filings

Details

  • Where the money goes: 46.3% of revenue deployed · 50.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $78K in reported program spending
  • Leadership: top reported pay $0 · 13 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 11 filing years from 2013 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 46/100.
  • Review — Financial Efficiency: Program expense ratio scored 50/100.
  • High — Sustainability: Total-asset coverage ratio scored 26/100.
  • Review — Sustainability: Operating margin scored 54/100.
  • High — Sustainability: Liabilities to assets ratio scored 13/100.