Soroptimist International of Visalia

Nonprofit profile at a glance

EIN
946107901
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Visalia, CA, USA
Phone
5597331945
Rating
62
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Protection Against Abuse

Reported finances

Revenue
$57,953
Expenses
$44,411
Assets
$145,892
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • KAREN ROBERTS (President)
  • KELSIE DAVIS (Vice President)

People named in this filing

  • CECILIA MATTHEWS (Assistant Treas)
  • TERESA NINO (Director)
  • CAROL FRATE (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. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Charitable gifts to community organizations

What it reported doing in 2024

The organization through using the spring fling luncheon and basket raffleas their main fund raiser gives charitable bequests to numerousorganizations based on the needs of the community.

Operating model

Revenue model
Other-operating. 84% of the money available for current operations came from other operating revenue.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. 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: 43
  • Transparency & Controls: 76
  • Accountability: 88
  • Sustainability: 63
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 42.7%; rating input score 43
  • Program expense ratio: 55.7%; rating input score 56
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 22nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 59%; rating input score 59; 46th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 23.4%; rating input score 75; 75th percentile among comparable filings
  • Total-asset coverage ratio: 3.29; rating input score 42; 42nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: -0.8% per year; rating input score 0; 48th percentile among comparable filings
  • Revenue growth: -0.8% per year; rating input score 0; 57th percentile among comparable filings
  • Asset growth: 4.1% per year; rating input score 100; 62nd percentile among comparable filings

Details

  • Where the money goes: 42.7% of revenue deployed · 55.7% of spending went to programs
  • Governance: 6 of 6 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $25K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 15 of 16 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules · includes grants
  • Filing history: 13 filing years from 2011 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 43/100.
  • Review — Financial Efficiency: Program expense ratio scored 56/100.
  • Review — Transparency & Controls: Grant itemization coverage scored 59/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Total-asset coverage ratio scored 42/100.