Sgv New Gen Rotary Inc

Nonprofit profile at a glance

EIN
471260038
IRS 990-EZ coverage
2017–2023
Forms available
Form 990-EZ 2023, Form 990-N 2016
Location
Alhambra, CA, USA
Phone
6262016070
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Service Clubs

Reported finances

Revenue
$2,535
Expenses
$61,492
Assets
$10,598

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

Leadership & pay

4 people listed

Executive titles in this filing

  • ALBERT RODRIGUEZ (President)

People named in this filing

  • ALBERT RODRIGUEZ (President)
  • BREE SANTANA (Treasurer)
  • CHRIS PAULSON (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 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of rotary is to provide services to others, promote integrity, and advance the world together, goodwill, and peace through its fellowship of business, professional, and community leaders.

What it reported doing in 2023

Rotary's main objective is service - in the community, in the workplace, and around the globe, sharing a dedication to service above self. Rotary and the san gabriel valley new generation are open to people of all cultures and ethnicities and are not affiliated with any political or religious organizations. All that is required for membership is a desire to serve our community and world as a whole.

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
Grant intermediary. The nonprofit sent 98% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 82
  • Sustainability: 11
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 83.8%; rating input score 84

Transparency & Controls

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

Sustainability

  • Operating margin: -2,325.7%; rating input score 1; 1st percentile among comparable filings
  • Total-asset coverage ratio: 0.17; rating input score 14; 14th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 26.7% per year; rating input score 100; 85th percentile among comparable filings
  • Revenue growth: -11.2% per year; rating input score 0; 24th percentile among comparable filings
  • Asset growth: -13.1% per year; rating input score 0; 14th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 83.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $52K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2017 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 — Sustainability: Operating margin scored 1/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 14/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.