Rotary International Clearlake Rotary Club

Nonprofit profile at a glance

EIN
942477512
IRS 990-EZ coverage
2011–2023
Forms available
Form 990-EZ 2023
Location
Clearlake, CA, USA
Phone
7079946035
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$60,027
Expenses
$65,386
Assets
$262,255
Liabilities
$851

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • HELENA WELSH (PRESIDENT)

People named in this filing

  • HELENA WELSH (PRESIDENT)
  • KEITH AHART (TREASURER)
  • KINENE BARZIN (SECRETARY)

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 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Community assistance

What it reported doing in 2023

To provide service to others, to promote high ethical standardsand to advance world understanding, goodwill and peacethrough its fellowship of business, professional & community leaders

Operating model

Revenue model
Other-operating. 88% of the money available for current operations came from other operating revenue.
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 - 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 expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 82
  • Sustainability: 50
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.6%; rating input score 85
  • Program expense ratio: 77.7%; rating input score 78

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -8.9%; rating input score 33; 33rd percentile among comparable filings
  • Total-asset coverage ratio: 4.01; rating input score 80; 80th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 34; 34th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -2.8% per year; rating input score 0; 42nd percentile among comparable filings
  • Revenue growth: 4% per year; rating input score 100; 69th percentile among comparable filings
  • Asset growth: 3.5% per year; rating input score 100; 52nd percentile among comparable filings

Details

  • Where the money goes: 84.6% of revenue deployed · 77.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $51K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 13 filing years from 2011 to 2023
  • 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.
  • Moderate — Sustainability: Operating margin scored 33/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 34/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.