Rotary Club of Rancho Santa Fe

Nonprofit profile at a glance

EIN
956199316
IRS 990-EZ coverage
2017–2024
Forms available
Form 990 2016, Form 990-EZ 2024
Location
Rancho Santa Fe, CA, USA
Rating
48
Verdict
MIXED
Rating confidence
Moderate
Sector
Men's Service Clubs

Reported finances

Revenue
$38,886
Expenses
$48,381
Assets
$24,271

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

Leadership & pay

18 people listed

Executive titles in this filing

  • Charles Badger (President)
  • Andree Meltzer-Hettena (Vice President)

People named in this filing

  • Paulette Britton (Director)
  • Roshanak Clune (Director)
  • Randa Dandan (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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The organization's primary exempt purposes are educational and charitable

What it reported doing in 2024

Promote Community Services through contributions and organized community events.

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: 28
  • Transparency & Controls: 82
  • Sustainability: 25
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 29.8%; rating input score 30
  • Program expense ratio: 23.9%; rating input score 24

Transparency & Controls

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

Sustainability

  • Operating margin: -24.4%; rating input score 21; 21st percentile among comparable filings
  • Total-asset coverage ratio: 0.5; rating input score 30; 30th 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: -11.2% per year; rating input score 0; 26th percentile among comparable filings
  • Revenue growth: -11% per year; rating input score 0; 23rd percentile among comparable filings
  • Asset growth: -0.8% per year; rating input score 0; 35th percentile among comparable filings

Details

  • Where the money goes: 29.8% of revenue deployed · 23.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $12K in reported program spending
  • Leadership: top reported pay $0 · 18 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • Schedules: 1 filed schedules
  • Filing history: 8 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 2 filed related-organization links
  • 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 30/100.
  • High — Financial Efficiency: Program expense ratio scored 24/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Sustainability: Operating margin scored 21/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 30/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.