Vacaville Sunrise Rotary Endowment
Nonprofit profile at a glance
- EIN
- 680421198
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990 2012, Form 990-EZ 2024, Form 990-N 2023
- Location
- Vacaville, CA, USA
- Phone
- 7074498000
- Rating
- 87
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Scholarships, Student Financial Aid Services, Awards
Reported finances
- Revenue
- $60,819
- Expenses
- $36,998
- Assets
- $237,963
- Liabilities
- $61,540
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- JODY GARCIA (President)
People named in this filing
- JODY GARCIA (President)
- ERIN MORRIS (INCOMING PRESID)
- LARA PENNY (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
Fundraising to raise funds to support the exempt function of the organization. To fund community projects and local scholarships.
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
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filed totals do not add up and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 76
- Transparency & Controls: 100
- Sustainability: 75
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 62.4%; rating input score 62
- Program expense ratio: 100%; rating input score 100
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: 39.2%; rating input score 87; 87th percentile among comparable filings
- Total-asset coverage ratio: 6.43; rating input score 87; 87th percentile among comparable filings
- Liabilities to assets ratio: 0.26; rating input score 12; 12th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 6.1% per year; rating input score 100; 65th percentile among comparable filings
- Revenue growth: 7% per year; rating input score 100; 76th percentile among comparable filings
- Asset growth: 16.5% per year; rating input score 100; 83rd percentile among comparable filings
Details
- Where the money goes: 62.4% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $38K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 8 of 9 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 4 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.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Moderate — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
- High — Sustainability: Liabilities to assets ratio scored 12/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.
- High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.