Rotary Club of Santa Cruz
Nonprofit profile at a glance
- EIN
- 941393956
- IRS 990-EZ coverage
- 2011–2024
- Forms available
- Form 990-EZ 2024
- Location
- Santa Cruz, CA, USA
- Phone
- 8313455182
- Rating
- 64
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $71,533
- Expenses
- $49,508
- Assets
- $52,471
- 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
- IAN MACKENZIE (PRESIDENT ELECT/TREASURER)
- JILL STONE (PRESIDENT)
People named in this filing
- IAN MACKENZIE (PRESIDENT ELECT/TREASURER)
- JILL STONE (PRESIDENT)
- WES WALKER (SENIOR 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 primary purpose of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: first, the development of acquaintance as an opportunity for service. Second, high ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each rotarian's occupation as an opportunity to serve society. Third, the application of the ideal of service in each rotarian's personal, business and community life. Lastly, the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.
What it reported doing in 2024
Support rotary district and international programs through the funding of various rotary projects such as polio plus and youth leadership.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 60% for direct work, and 40% for grants.
The verdict
SUPPORTED - 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: 47
- Transparency & Controls: 82
- Sustainability: 62
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 40.3%; rating input score 40
- Program expense ratio: 58.2%; rating input score 58
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 30.8%; rating input score 82; 82nd percentile among comparable filings
- Total-asset coverage ratio: 1.06; rating input score 48; 48th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 24.2%; rating input score 7; 7th percentile among comparable filings
Growth
- Program expense growth: 13.9% per year; rating input score 100; 77th percentile among comparable filings
- Revenue growth: 1.5% per year; rating input score 100; 58th percentile among comparable filings
- Asset growth: 12.3% per year; rating input score 100; 77th percentile among comparable filings
Details
- Where the money goes: 40.3% of revenue deployed · 58.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $29K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 2 filed schedules
- Filing history: 12 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 40/100.
- Review — Financial Efficiency: Program expense ratio scored 58/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
- High — Sustainability: Officer compensation ratio scored 7/100.