Rotary Club of Upland Foundation Inc
Nonprofit profile at a glance
- EIN
- 330947173
- IRS 990-EZ coverage
- 2015–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2021
- Location
- Upland, CA, USA
- Phone
- 9092942350
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Scholarships, Student Financial Aid Services, Awards
Reported finances
- Revenue
- $64,181
- Expenses
- $46,807
- Assets
- $91,808
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- RYAN CABLE (President)
- SCOT THOMAS MOGA (PRESIDENT ELECT)
- JOE L HERNANDEZ (Past President)
People named in this filing
- RYAN CABLE (President)
- SCOT THOMAS MOGA (PRESIDENT ELECT)
- JOE L HERNANDEZ (Past President)
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 specific purpose of this corporation is to raise money and distribute the proceeds to various charitable organizations or purposes.
What it reported doing in 2024
A screening committee of the foundation reviews and selects various organizations to which it makes contributions. These recommendations are given to the board of directors for approval the board has the final determination as to the qualifications of the charitable organizations receiving contributions.
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 95% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 82
- Transparency & Controls: 82
- Sustainability: 63
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 72.5%; rating input score 72
- Program expense ratio: 99.4%; rating input score 99
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 27.1%; rating input score 79; 79th percentile among comparable filings
- Total-asset coverage ratio: 1.96; rating input score 65; 65th 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: -4.1% per year; rating input score 0; 37th percentile among comparable filings
- Revenue growth: 4.6% per year; rating input score 100; 70th percentile among comparable filings
- Asset growth: 12% per year; rating input score 100; 76th percentile among comparable filings
Details
- Where the money goes: 72.5% of revenue deployed · 99.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $47K in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 5 filing years from 2015 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 — Growth: Program expense growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.