Rotary Club of Rancho Bernardo
Nonprofit profile at a glance
- EIN
- 956119490
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990-EZ 2024
- Location
- San Diego, CA, USA
- Phone
- 5105015672
- Rating
- 77
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $81,699
- Expenses
- $80,698
- Assets
- $58,191
- Liabilities
- $17,535
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- KEN HEINZ (VICE PRESIDENT)
- JIM REID (PAST PRESIDENT)
- TERRY HECK (PRESIDENT)
People named in this filing
- BILL BREHM (BOARD MEMBER AT LARGE)
- MARK ALBERTS (BOARD MEMBER AT LARGE)
- JIM HYLDAHL (BOARD MEMBER AT LARGE)
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
To encourage and foster the ideal of service as a basis of worthy enterprise
What it reported doing in 2024
Conduct regular meetings of members to plan local community volunteer activities and present speakers from local community organizations
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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 - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and assets have declined or grown slowly.
Rating breakdown
- Financial Efficiency: 76
- Transparency & Controls: 82
- Sustainability: 42
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 76%; rating input score 76
- Program expense ratio: 75.8%; rating input score 76
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 1.2%; rating input score 48; 48th percentile among comparable filings
- Total-asset coverage ratio: 0.72; rating input score 38; 38th percentile among comparable filings
- Liabilities to assets ratio: 0.3; rating input score 12; 12th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 2.8% per year; rating input score 100; 57th percentile among comparable filings
- Revenue growth: 3.4% per year; rating input score 100; 66th percentile among comparable filings
- Asset growth: -0.6% per year; rating input score 0; 36th percentile among comparable filings
Details
- Where the money goes: 76% of revenue deployed · 75.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 7 filed program accomplishments · $61K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 1 filed schedules
- Filing history: 11 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Related organizations: Filed and resolved organization relationships.
- 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 — Sustainability: Operating margin scored 48/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 38/100.
- High — Sustainability: Liabilities to assets ratio scored 12/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.