Rotary International of Sonoma Valley
Nonprofit profile at a glance
- EIN
- 946108396
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024
- Location
- Sonoma, CA, USA
- Rating
- 75
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $153,367
- Expenses
- $163,683
- Assets
- $11,433
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- Therese Nugent (Past President)
- Beth Fox (President-Elect)
- Charles Goodwin (President)
People named in this filing
- Shanis Nelson (Director)
- Therese Nugent (Past President)
- Rick Baggelaar (Director)
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
World and Community Service
What it reported doing in 2024
Grants and expenses to support charitable works in the Valley and internationally.
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
- Hybrid. The nonprofit split its reported program spending across 79% for direct work, and 21% for grants.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 82
- Transparency & Controls: 82
- Sustainability: 19
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 84.3%; rating input score 84
- Program expense ratio: 79%; rating input score 79
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -6.7%; rating input score 19; 19th percentile among comparable filings
- Total-asset coverage ratio: 0.07; rating input score 9; 9th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: -1.7% per year; rating input score 0; 25th percentile among comparable filings
- Revenue growth: -2.3% per year; rating input score 0; 14th percentile among comparable filings
- Asset growth: -12.4% per year; rating input score 0; 9th percentile among comparable filings
Details
- Where the money goes: 84.3% of revenue deployed · 79% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $129K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 9 filing years from 2014 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 19/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 9/100.
- High — Growth: Asset growth scored 0/100.