Rotary Club of Santa Barbara

Nonprofit profile at a glance

EIN
951165779
IRS 990-EZ coverage
2011–2024
Forms available
Form 990 2010, Form 990-EZ 2024, Form 990-N 2023
Location
Santa Barbara, CA, USA
Rating
56
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$63,272
Expenses
$64,817
Assets
$45,116

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

Leadership & pay

10 people listed

Executive titles in this filing

  • James Armstrong (President)
  • Jennifer LeMert (President Elect)

People named in this filing

  • James Armstrong (President)
  • Jennifer LeMert (President Elect)
  • Matt Nehmer (Treasurer)

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 of Santa Barbara is a local community service club with an emphais on keeping members informed on community issues creating business and social networks volunteering for community service and contributing monies to charitable purposes through the Santa Barbara Rotary Charitable Foundation

What it reported doing in 2024

Contributed to the Santa Barbara Rotary Charitable Foundation monies contributed by members and from fundraising events. Monies contributed to the foundation went to support foster children community organizations and victims of recent fires in California

Operating model

Revenue model
Membership-supported. 63% of the money available for current operations came from membership dues.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

MIXED - 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: 36
  • Transparency & Controls: 82
  • Sustainability: 36
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 35.9%; rating input score 36
  • Program expense ratio: 35%; rating input score 35

Transparency & Controls

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

Sustainability

  • Operating margin: -2.4%; rating input score 40; 40th percentile among comparable filings
  • Total-asset coverage ratio: 0.7; rating input score 37; 37th 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: 29.8% per year; rating input score 100; 87th percentile among comparable filings
  • Revenue growth: -9% per year; rating input score 0; 26th percentile among comparable filings
  • Asset growth: 5.7% per year; rating input score 100; 60th percentile among comparable filings

Details

  • Where the money goes: 35.9% of revenue deployed · 35% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $23K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 6 filing years from 2011 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 36/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 35/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 40/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
  • 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.