Philanthropy & Grantmaking
(T12)
990 on File
ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION
Financial strength (30%)
60/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$27K
Total Revenue
$11K
Total Expenses
$285K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
96.7%
Fundraising Efficiency
67.4%
Operating Reserve
311.50x
Liability-to-Asset
N/A
Revenue Diversification
33.6%
Compared with Peers
FY 2024
Compared with 21,185 similar organizations
(United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2024.
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
|
96.7% | 86.8% |
P10P90
|
Above median |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
67.4% | 41.6% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
311.5 mo | 122.4 mo |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
33.6% | 94.5% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
12.4% | 9.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
22.9% | 0.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
59.3% | 7.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $27K | $11K | $285K | 96.7% | — |
| 2023 | $24K | $9K | $256K | 96.4% | — |
| 2022 | $33K | $13K | $235K | 95.2% | — |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.