Rotary Club of San Luis Obispo Daybrea
Nonprofit profile at a glance
- EIN
- 770505305
- IRS 990-EZ coverage
- 2013–2024
- Forms available
- Form 990 2012, Form 990-EZ 2024
- Location
- San Luis Obispo, CA, USA
- Rating
- 55
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Community Service Clubs
Reported finances
- Revenue
- $50,823
- Expenses
- $29,888
- Assets
- $321,193
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- Veryl Ann Duncan (President)
People named in this filing
- Victor Herrera (Treasurer)
- Veryl Ann Duncan (President)
- James Garritano (Secretary)
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
Indirect support of various community, national and international charities and organizations by cash donations with the furtherance of education
What it reported doing in 2024
To provide grants to local teachers to further educational programs, scholarships to local students to further their educations, and grants to local organizations to foster community support and involvement.
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
- Hybrid. The nonprofit split its reported program spending across 63% for direct work, and 37% for grants.
The verdict
MIXED - The filed numbers largely add up and revenue comfortably covers expenses. 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: 34
- Transparency & Controls: 82
- Sustainability: 75
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 26.9%; rating input score 27
- Program expense ratio: 45.7%; rating input score 46
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 41.2%; rating input score 87; 87th percentile among comparable filings
- Total-asset coverage ratio: 10.75; rating input score 92; 92nd 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: -4.2% per year; rating input score 0; 36th percentile among comparable filings
- Asset growth: 4.9% per year; rating input score 100; 58th percentile among comparable filings
Details
- Where the money goes: 26.9% of revenue deployed · 45.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $14K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 10 filing years from 2013 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 1 filed related-organization link
- 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 — Financial Efficiency: Mission deployment rate scored 27/100.
- Moderate — Financial Efficiency: Program expense ratio scored 46/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- 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.