Rotary Foundation of Cotodecazatrabuco

Nonprofit profile at a glance

EIN
330075294
IRS 990-EZ coverage
2015–2024
Forms available
Form 990-EZ 2024
Location
Rancho Santa Margarita, CA, USA
Phone
9499513200
Rating
70
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$30,199
Expenses
$37,285
Assets
$61,868

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • NICK ALIVOJVODIC (President)
  • JOHN CARPENTER (President)

People named in this filing

  • NICK ALIVOJVODIC (President)
  • JOHN CARPENTER (President)
  • JEFF HADEN (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

This foundation is operated exclusively for charitable purposes within the meaning of section 501(c)3 of the internal revenue code. The board of directors determines that recipient organizations qualify for these purposes.

What it reported doing in 2024

The foundation provided assistance to the armed services ymca-camp pendleton in furtherance of its mission to support the families of lower enlisted marine service persons, which included the provision of food to 150+ families during the holiday season and suppport of after school and associated programs as administered by the armed services ymca-camp pendleton.the foundation provided assistance for clean water access projects for impoverished locations. The foundation supports youth leadership initiatives through its participation in the rotary youth leadership awards program.the foundation supported selected students at saddleback college for tuition and other costs. Students are selected by a panel of school educators and administrators based upon financial need and other relevant attributes.the foundation supported the rsm cares food bank servicing the needy and indigent in the local community in need of additional food supplies for basic subsistence.the foundation supported the maui relief fund for indivduals in need of assistance in the aftermath of the extensive fires in maui in 2023 through its support of the rotary district 5000 foundation. The foundation supported other charities on a case by case basis based upon need and relevance to the local communities.

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
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 62
  • Transparency & Controls: 82
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -23.5%; rating input score 21; 21st percentile among comparable filings
  • Total-asset coverage ratio: 1.66; rating input score 60; 60th 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: 63.2% per year; rating input score 100; 95th percentile among comparable filings
  • Revenue growth: 0.8% per year; rating input score 100; 55th percentile among comparable filings
  • Asset growth: 1% per year; rating input score 100; 43rd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 10 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 — Sustainability: Operating margin scored 21/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.