Rotary International Calistoga Rotary
Nonprofit profile at a glance
- EIN
- 237088311
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Calistoga, CA, USA
- Phone
- 7079425137
- Rating
- 70
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $93,239
- Expenses
- $76,563
- Assets
- $63,361
- Liabilities
- $750
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- ERIN SMITH-HAGBERG (PAST PRESIDENT)
- JEANETTE SQUIRE (President)
- KATHY FLAMSON (PRESIDENT ELECT)
People named in this filing
- ERIN SMITH-HAGBERG (PAST PRESIDENT)
- PEGGY BERLIN (Secretary)
- AUDRA PITTMAN (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
Organization of business and professional leaders to address community and international needs, encourage high ethical standards, and build goodwill and peace in the world.
What it reported doing in 2024
Administered the completion of anti-slip strips being installed on a walking bridge and distributed $28,000 of scholarships to high school graduating seniors.
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
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
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 program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 64
- Transparency & Controls: 82
- Sustainability: 55
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 58.6%; rating input score 59
- Program expense ratio: 71.3%; rating input score 71
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 17.9%; rating input score 71; 71st percentile among comparable filings
- Total-asset coverage ratio: 0.83; rating input score 41; 41st percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 28; 28th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -1.2% per year; rating input score 0; 44th percentile among comparable filings
- Revenue growth: 2.6% per year; rating input score 100; 63rd percentile among comparable filings
- Asset growth: -10.9% per year; rating input score 0; 16th percentile among comparable filings
Details
- Where the money goes: 58.6% of revenue deployed · 71.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $55K in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 15 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.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
- High — Sustainability: Liabilities to assets ratio scored 28/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.