Rotary Club of Temecula Foundation
Nonprofit profile at a glance
- EIN
- 330856109
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Temecula, CA, USA
- Phone
- 9518375736
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Public Foundations
Reported finances
- Revenue
- $107,549
- Expenses
- $91,101
- Assets
- $233,560
- Liabilities
- $2,398
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- ROBERT SWEENEY (PRESIDENT)
- SHANE LESOVSKY (IMMEDIATE PAST PRESIDENT)
- ESTHER PHAHLA (PRESIDENT ELECT)
- BJ FAZELI (VICE PRESIDENT)
People named in this filing
- ROBERT SWEENEY (PRESIDENT)
- SHANE LESOVSKY (IMMEDIATE PAST PRESIDENT)
- JULIE NGO (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
To provide funds and support for community and international charity, youth and educational programs.
What it reported doing in 2024
The organization supported youth education and leadership development in the temecula valley area. The organization made direct contributions to several high school student organizations such as pryde, ryla, oak grove interact club, music contest, and speech contest. In addition, the organization provided much-needed scholarships for high school seniors in temecula.
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 77% for direct work, and 23% for grants.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 61
- Transparency & Controls: 100
- Sustainability: 69
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 59.1%; rating input score 59
- Program expense ratio: 64.4%; rating input score 64
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 15.3%; rating input score 67; 67th percentile among comparable filings
- Total-asset coverage ratio: 2.56; rating input score 86; 86th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 42; 42nd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 1.4% per year; rating input score 100; 34th percentile among comparable filings
- Revenue growth: 4% per year; rating input score 100; 42nd percentile among comparable filings
- Asset growth: 14.9% per year; rating input score 100; 73rd percentile among comparable filings
Details
- Where the money goes: 59.1% of revenue deployed · 64.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $59K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 4 filed schedules
- Filing history: 14 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.
- Review — Financial Efficiency: Mission deployment rate scored 59/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 42/100.