Rotary Club of Simi Sunset Co Jacobs and Jacobs Accountancy Corp
Nonprofit profile at a glance
- EIN
- 460483234
- IRS 990-EZ coverage
- 2011–2013
- Forms available
- Form 990-EZ 2013
- Location
- Thousand Oaks, CA, USA
- Phone
- 8053684523
- Rating
- 52
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Community Service Clubs
Reported finances
- Revenue
- $60,811
- Expenses
- $36,526
- Assets
- $120,456
Source: IRS Form 990-EZ. Selected filing: tax year 2013. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- PEGGY GRUNERT (Past President)
- DANIEL BURBACH (President)
People named in this filing
- PEGGY GRUNERT (Past President)
- DANIEL BURBACH (President)
- PHYLLIS TEWFIK (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 2013. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Association is a local Rotary Club, a community service organization of businesses and professionals. The object of the organization is to encourage and foster 1) the development of acquaintance as an opportunity for service, 2) high ethical standards in business and professions, 3) the application of the ideal of service in member's personal, business, and community life and 4) the advancement of international understanding, goodwill, and peace through a world of fellowship.
What it reported doing in 2013
International service projects
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
- 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: 22
- Transparency & Controls: 82
- Sustainability: 71
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 17.9%; rating input score 18
- Program expense ratio: 29.9%; rating input score 30
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 39.9%; rating input score 89; 89th percentile among comparable filings
- Total-asset coverage ratio: 3.3; rating input score 77; 77th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings
Growth
- Program expense growth: 5.1% per year; rating input score 100; 62nd percentile among comparable filings
- Revenue growth: 9.9% per year; rating input score 100; 75th percentile among comparable filings
- Asset growth: 17.1% per year; rating input score 100; 79th percentile among comparable filings
Details
- Where the money goes: 17.9% of revenue deployed · 29.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $11K in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 3 filing years from 2011 to 2013
- 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 18/100.
- Moderate — Financial Efficiency: Program expense ratio scored 30/100.
- Review — Sustainability: Officer compensation ratio scored 57/100.