Rotary International of Santa Clara
Nonprofit profile at a glance
- EIN
- 946174091
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990-EZ 2024
- Location
- Santa Clara, CA, USA
- Phone
- 4089818611
- Rating
- 55
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $58,115
- Expenses
- $54,952
- Assets
- $122,012
- Liabilities
- $1,653
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- DAN WINTER (PRESIDENT)
- ISMAEL PEREZ (PRESIDENT ELECT)
People named in this filing
- DAN WINTER (PRESIDENT)
- ISMAEL PEREZ (PRESIDENT ELECT)
- COLLEEN NOLL (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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To raise money for the local community
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 35
- Transparency & Controls: 82
- Sustainability: 56
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 36.2%; rating input score 36
- Program expense ratio: 34.3%; rating input score 34
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 5.4%; rating input score 55; 55th percentile among comparable filings
- Total-asset coverage ratio: 2.22; rating input score 68; 68th 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: 21.9% per year; rating input score 100; 83rd percentile among comparable filings
- Revenue growth: -8.7% per year; rating input score 0; 26th percentile among comparable filings
- Asset growth: -1.2% per year; rating input score 0; 34th percentile among comparable filings
Details
- Where the money goes: 36.2% of revenue deployed · 34.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $19K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 1 filed schedules
- Filing history: 13 filing years from 2012 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 36/100.
- Moderate — Financial Efficiency: Program expense ratio scored 34/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Operating margin scored 55/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 28/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.