Windsor Rotary Community Foundation

Nonprofit profile at a glance

EIN
680185065
IRS 990 coverage
2017–2024
Forms available
Form 990 2024, Form 990-EZ 2016
Location
Santa Rosa, CA, USA
Phone
7078360100
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Recreation& Sports N.E.C.

Official website

Reported finances

Revenue
$246,913
Expenses
$98,833
Assets
$1,867,387
Liabilities
$0

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

Leadership & pay

7 people listed

Executive titles in this filing

  • BARBARA MCCHESNEY (PRESIDENT)
  • LARRY MCCABE (VICE PRESIDENT)

People named in this filing

  • CAROL MARTIN (ASSISTANT TREASURER)
  • LESLIE LEWIS (DIRECTOR)
  • BRIAN LING (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

To further the goals and objectives of rotary international in our local community.

What it reported doing in 2024

Keiser park pump track, windsor, ca. Contributed $10,000 to sponsor the construction of a new bicycle off-road course and pump track at keiser park in windsor, ca.windsor high school wellness program $10,000. Contributed $10,000 to help underwrite the cost of the student mental health and well being counseling program at windsor high school.windsor presbyterian church food pantry $8,000. Provided funds to help with capital improvements to enable the presbyterian church to help provide food to families that are experiencing food insecurity in the windsor community.teacher appreciation awards $4,461. Hosted a teacher appreciation awards breakfast for peer-nominated outstanding teachers from each school in the windsor unified school district.firefighter and emergency responder plaque dedication $3,686. Provided funding to install a memorial plaque in foothill park in windsor to recognize and commemorate the first responders, firefighters, and emergency services personnel that saved the town of windsor from total destruction from the kincaid wildfire in 2019. Windsor high school. Contributed $2,000 to help underwrite the cost of project graduation. Project graduation provides a safe and drug and alcohol free environment to help ensure that graduating seniors from windsor high school can safely celebrate their graduation from windsor high school with their fellow classmates.rotary youth leadership program. Contributed $1,650 to send two outstanding students nominated by their teachers from windsor high school to this one week youth leadership camp sponsored by rotary district 5130.the windsor rotary community foundation is dedicated to youth-oriented programs and other community service and humanitarian causes within our community. The total amount of other cash contributions to worthy projects in our community was $17,216.

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 100% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and the filing does not identify recipients for some grant dollars.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 75
  • Accountability: 64
  • Sustainability: 90
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.7%; rating input score 84
  • Program expense ratio: 92%; rating input score 92
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 19th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 57.1%; rating input score 57; 43rd percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 60%; rating input score 94; 94th percentile among comparable filings
  • Total-asset coverage ratio: 18.89; rating input score 95; 95th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: -14.2% per year; rating input score 0; 8th percentile among comparable filings
  • Revenue growth: 14.2% per year; rating input score 100; 81st percentile among comparable filings
  • Asset growth: 21.7% per year; rating input score 100; 86th percentile among comparable filings

Details

  • Where the money goes: 83.7% of revenue deployed · 92% of spending went to programs
  • Governance: 12 of 12 board members independent · 1 of 7 filing controls reported
  • Programs: 4 filed program accomplishments · $91K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 16 of 17 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes grants
  • Filing history: 7 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • 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 — Accountability: Governance controls: 5 of 6 not reported.
  • Review — Transparency & Controls: Grant itemization coverage scored 57/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.