Temecula Sunrise Rotary Foundation

Nonprofit profile at a glance

EIN
330484340
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024, Form 990-N 2021
Location
Temecula, CA, USA
Phone
9514612104
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Men's Service Clubs

Official website

Reported finances

Revenue
$54,502
Expenses
$62,353
Assets
$61,367
Liabilities
$0

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

Leadership & pay

6 people listed

Executive titles in this filing

  • MYRA ALLEN (PRESIDENT)

People named in this filing

  • ROGER WEBER (TREASURER)
  • MARK SITAR (MEMBERSHIP CHAIR)
  • DORA GUERECA (MEMBERSHIP CHAIR)

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 provide funds and support for community and international charity, youth and educational programs.

What it reported doing in 2024

The organization completed many community service projects in the temecula valley area. These service projects benefitted the community as a whole. The activities included: a christmas community dinner, donations, and first responders.

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 74% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and revenue has grown recently. 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: 54
  • Transparency & Controls: 100
  • Sustainability: 41
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 56.7%; rating input score 57
  • Program expense ratio: 49.6%; rating input score 50

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -14.4%; rating input score 27; 27th percentile among comparable filings
  • Total-asset coverage ratio: 0.98; rating input score 46; 46th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -0.1% per year; rating input score 0; 48th percentile among comparable filings
  • Revenue growth: 5.7% per year; rating input score 100; 73rd percentile among comparable filings
  • Asset growth: 3.8% per year; rating input score 100; 53rd percentile among comparable filings

Details

  • Where the money goes: 56.7% of revenue deployed · 49.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $31K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 5 filing years from 2010 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.

  • Review — Financial Efficiency: Mission deployment rate scored 57/100.
  • Review — Financial Efficiency: Program expense ratio scored 50/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Operating margin scored 27/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.