Santa Ynez Valley Jewish Community
Nonprofit profile at a glance
- EIN
- 770566014
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Los Olivos, CA, USA
- Phone
- 8054486783
- Rating
- 76
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Single Organization Support
- Affiliation
- Judaism
Reported finances
- Revenue
- $99,205
- Expenses
- $90,368
- Assets
- $133,206
- Liabilities
- $13,728
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- SUSIE PIERSON (President)
- KATHERINE KOCH (Vice President)
People named in this filing
- SUSIE PIERSON (President)
- KATHERINE KOCH (Vice President)
- RON MARGOLIS (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 increase interaction among jewish people in the santa ynez valley, to provide educational opportunities for its members, and to engage in philanthropy.
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 - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 71
- Transparency & Controls: 82
- Sustainability: 48
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 68%; rating input score 68
- Program expense ratio: 74.7%; rating input score 75
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 8.9%; rating input score 60; 60th percentile among comparable filings
- Total-asset coverage ratio: 1.47; rating input score 57; 57th percentile among comparable filings
- Liabilities to assets ratio: 0.1; rating input score 17; 17th percentile among comparable filings
- Officer compensation ratio: 16.7%; rating input score 8; 8th percentile among comparable filings
Growth
- Program expense growth: 7.4% per year; rating input score 100; 67th percentile among comparable filings
- Revenue growth: 9.6% per year; rating input score 100; 81st percentile among comparable filings
- Asset growth: 19.5% per year; rating input score 100; 86th percentile among comparable filings
Details
- Where the money goes: 68% of revenue deployed · 74.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $67K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 12 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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 — Sustainability: Total-asset coverage ratio scored 57/100.
- High — Sustainability: Officer compensation ratio scored 8/100.
- High — Sustainability: Liabilities to assets ratio scored 17/100.