Philanthropy & Grantmaking
(T50Z)
IRS Verified
DX Registered
990 on File
SANTA MARIA ROTARY FOUNDATION
Financial strength (30%)
63/100
Reliability (20%)
55/100
Effectiveness (25%)
73/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$14K
Total Revenue
$25K
Total Expenses
$41K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
93.8%
Fundraising Efficiency
55.9%
Operating Reserve
19.48x
Liability-to-Asset
N/A
Revenue Diversification
40.2%
Compared with Peers
FY 2023
Compared with 34,291 similar organizations
(United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2023.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
93.8% | 86.7% |
P10P90
|
Above median |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
55.9% | 42.3% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
19.5 mo | 137.0 mo |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
40.2% | 95.5% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-10.5% | -0.2% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
12.2% | -4.3% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-84.2% | -0.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $14K | $25K | $41K | 93.8% | — |
| 2022 | $15K | $22K | $52K | 78.7% | — |
| 2021 | $154K | $58K | N/A | — | 1 |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.