Rotary Club of Santa Barbara Sunrise

Nonprofit profile at a glance

EIN
770152027
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Santa Barbara, CA, USA
Phone
8057700614
Rating
48
Verdict
MIXED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$29,764
Expenses
$25,427
Assets
$29,226
Liabilities
$0

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

Leadership & pay

11 people listed

Executive titles in this filing

  • ELLEN CHASE (PRESIDENT)
  • BRUCE BELFIORE (PAST PRESIDENT)

People named in this filing

  • ELLEN CHASE (PRESIDENT)
  • HANNAH RAEL MARJORIE WOODRUFF (INTERNATIONAL SERVICE CHAIRMAN)
  • TINA BALLEAU (COMMUNITY SERVICE CHAIRMAN)

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 sunrise is a service organization providing help to individuals and groups. Their service is coordinated through the club's foundation, and is provided locally, nationally and internationally. Funds are raised through the clubs foundation & improve the lives of other through hands-on projects. The service is focused on rotary's five avenues of service (club, vocational, community, international and youth services). The avenues of service form the philosophical and practical basis of the club's activities.

What it reported doing in 2024

Twice monthly meetings with an average attendance of 40 plus speakers from the community discussing current topics of interest

Operating model

Revenue model
Membership-supported. 72% of the money available for current operations came from membership dues.
Distribution model
Grant intermediary. The nonprofit sent 97% of its reported program spending out as 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: 24
  • Transparency & Controls: 82
  • Sustainability: 61
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 23.3%; rating input score 23
  • Program expense ratio: 27.2%; rating input score 27

Transparency & Controls

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

Sustainability

  • Operating margin: 14.6%; rating input score 68; 68th percentile among comparable filings
  • Total-asset coverage ratio: 1.15; rating input score 50; 50th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -17.2% per year; rating input score 0; 20th percentile among comparable filings
  • Revenue growth: -7.6% per year; rating input score 0; 28th percentile among comparable filings
  • Asset growth: -1.2% per year; rating input score 0; 34th percentile among comparable filings

Details

  • Where the money goes: 23.3% of revenue deployed · 27.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $7K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • 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.

  • High — Financial Efficiency: Mission deployment rate scored 23/100.
  • High — Financial Efficiency: Program expense ratio scored 27/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 50/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.