Rotary Club of Santa Rosa West Community Fund Inc
Nonprofit profile at a glance
- EIN
- 680069883
- IRS 990-EZ coverage
- 2012–2020
- Forms available
- Form 990-EZ 2020
- Location
- Santa Rosa, CA, USA
- Phone
- 7076369711
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Community Service Clubs
Reported finances
- Revenue
- $76,179
- Expenses
- $106,215
- Assets
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2020. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- CASEY WILLIAMS (PRESIDENT)
- MAE HEAGERTY-MATOS (PRESIDENT EL)
People named in this filing
- CASEY WILLIAMS (PRESIDENT)
- CHUCK BAKER (PAST PRESIDE)
- BARBARA LARSON (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 2020. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The purpose is to support and fund educational, welfare, and community projects as identified and selected by the board of directors originating and supported by the rotary club of santa rosa west.
What it reported doing in 2020
To raise funds to support service work in the community.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 75% for direct work, and 25% for grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 82
- Sustainability: 18
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -39.4%; rating input score 22; 22nd percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 2; 2nd 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: 3.1% per year; rating input score 100; 71st percentile among comparable filings
- Revenue growth: -1.3% per year; rating input score 0; 61st percentile among comparable filings
- Asset growth: -6% per year; rating input score 0; 22nd percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $106K in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 9 filing years from 2012 to 2020
- 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.
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 — Sustainability: Operating margin scored 22/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 2/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.
- High — Grant Readiness: California registration: this organization is recorded as not currently operating in California.