Rotary Club of San Carlos

Nonprofit profile at a glance

EIN
946089175
IRS 990-EZ coverage
2012–2024
Forms available
Form 990-EZ 2024
Location
San Carlos, CA, USA
Phone
6505935606
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$25,048
Expenses
$23,738
Assets
$31,890

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

Leadership & pay

9 people listed

Executive titles in this filing

  • AT VAN DEN HOUT (CO-PRESIDENT)
  • ALEK KLEBANER (PAST PRESIDENT)
  • DANIEL TAYLOR (CO-PRESIDENT)

People named in this filing

  • CHRIS DAVIS (Director)
  • STEVE CARLSON (Director)
  • NEIL LUNDY (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 rotary club conducts various activities and assesses dues to the members in order to promote civic betterment and community improvements.

What it reported doing in 2024

Promoted civic betterment and community improvements.

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
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. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 82
  • Sustainability: 48
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 73%; rating input score 73
  • Program expense ratio: 77%; rating input score 77

Transparency & Controls

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

Sustainability

  • Operating margin: 5.2%; rating input score 55; 55th percentile among comparable filings
  • Total-asset coverage ratio: 1.34; rating input score 54; 54th 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: -10.7% per year; rating input score 0; 26th percentile among comparable filings
  • Revenue growth: -7.9% per year; rating input score 0; 28th percentile among comparable filings
  • Asset growth: 1.3% per year; rating input score 100; 44th percentile among comparable filings

Details

  • Where the money goes: 73% of revenue deployed · 77% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $18K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 12 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 55/100.
  • Review — Sustainability: Total-asset coverage ratio scored 54/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.