Civic Intelligence

Fullerton South Rotary Charities Inc

990EZ • Fiscal year 2014 • EIN 26-2599997

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 13, 2015

Organization ProfileN/A
P O Box 430592834-4305

(714) 870-0285

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

53rd percentile

4.3%

Higher net margin than 53% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$13,213

No earlier filing loaded for comparison.

Net Assets

$13,213

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

$65,760

No earlier filing loaded for comparison.

Expenses

$62,902

No earlier filing loaded for comparison.

Net Income

$2,858

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2014: $13,213Net Assets 2014: $13,2132014Assets 2015: $18,254Net Assets 2015: $18,2542015Assets 2016: $10,299Net Assets 2016: $10,2992016Assets 2017: $13,684Net Assets 2017: $13,6842017Assets 2018: $31,745Net Assets 2018: $31,7452018Assets 2019: $41,195Net Assets 2019: $41,1952019Assets 2020: $49,115Net Assets 2020: $49,1152020Assets 2021: $35,207Liabilities 2021: $1,379Net Assets 2021: $33,8282021Assets 2022: $30,089Net Assets 2022: $30,0892022Assets 2023: $19,523Net Assets 2023: $19,5232023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2014

Assets$13,213
Liabilities-
Net Assets$13,213
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $65,760Expenses 2014: $62,902Net Income 2014: $2,8582014Revenue 2015: $30,850Expenses 2015: $25,809Net Income 2015: $5,0412015Revenue 2016: $36,714Expenses 2016: $44,669Net Income 2016: -$7,9552016Revenue 2017: $27,309Expenses 2017: $23,924Net Income 2017: $3,3852017Revenue 2018: $64,730Expenses 2018: $46,669Net Income 2018: $18,0612018Revenue 2019: $58,906Expenses 2019: $49,456Net Income 2019: $9,4502019Revenue 2020: $42,736Expenses 2020: $34,816Net Income 2020: $7,9202020Revenue 2021: $11,710Expenses 2021: $26,997Net Income 2021: -$15,2872021Revenue 2022: $40,128Expenses 2022: $43,867Net Income 2022: -$3,7392022Revenue 2023: $29,418Expenses 2023: $39,984Net Income 2023: -$10,5662023Revenue 2024: $97,347Expenses 2024: $113,789Net Income 2024: -$16,4422024

Highlighted filing

2014

Revenue$65,760
Expenses$62,902
Net Income$2,858
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 13, 2015
Return Version
2013v4.0
Gross Receipts
$99,687
Mission and Program Overview

Mission

Raise funds for charitable purposes

Program Services

DescriptionGrantsExpenses
Raised funds which were donated to the Boys and Girls Club of Fullerton, the Fullerton Arboretum, various organizations related to educational institutions in the Fullerton area$62,455$12
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danny KuykendallPresPT$0--
Aaron C GreggV Pres-$0--
Stanley C HensleeSecty- TreasPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$86,722$86,722$18,290$68,432
Total Events$86,722$86,722$33,927$52,795
Filing and Contact Details

Filer

EIN
26-2599997
Phone
7148700285

Signing Officer

Name
Tom Duarte
Title
04142015
Signed
2015-04-13
Discuss with paid preparer
Yes

Preparer

Preparer
Henslee Stanley C
Phone
7148700285
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity Donation, Grantee Fullerton Arboretum Authority 1900 Associated Road Fullerton CA 92832, Cash Grant 15,000, Relationship”

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity Donation, Grantee Orange County Community Foundatin 4041 MacArthur Blvd Newport Beach CA 92660, Cash Grant 13,015, Relationship”

Raw XML Appendix149 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10Stanley C Henslee CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum07148700285
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10137 W Chapman Ave Suite B
IRS990EZ/BooksInCareOfDetail/USAddress/City0Fullerton
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0928324305
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010355
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013213
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012965
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02858
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010355
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013213
IRS990EZ/FundraisingGrossIncomeAmt086722
IRS990EZ/GrantsAndSimilarAmountsPaidAmt062455
IRS990EZ/GrossReceiptsAmt099687
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010355
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013213
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010355
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013213
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Danny Kuykendall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Aaron C Gregg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stanley C Henslee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secty- treas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Raise funds for charitable purposes
IRS990EZ/PrintingPublicationsPostageAmt0447
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raised funds which were donated to the Boys and Girls Club of Fullerton, the Fullerton Arboretum, various organizations related to educational institutions in the Fullerton area
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt062455
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033927
IRS990EZ/SpecialEventsNetIncomeLossAmt052795
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt062902
IRS990EZ/TotalProgramServiceExpensesAmt012
IRS990EZ/TotalRevenueAmt065760
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012965
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013761
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt045156
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt023
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt045156
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012965
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013761
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05030
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt045156
IRS990ScheduleA/TotalSupportAmt045179
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033927
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0900
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0900
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt09888
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt09888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt086722
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086722
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt086722
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt086722
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Wine Tasting
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052795
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018290
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018290
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04849
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04849
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Donation, Grantee Fullerton Arboretum Authority 1900 Associated Road Fullerton CA 92832, Cash Grant 15,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Donation, Grantee Orange County Community Foundatin 4041 MacArthur Blvd Newport Beach CA 92660, Cash Grant 13,015, Relationship
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tom Duarte
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt004142015
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10Fullerton South Rotary Charities Inc
ReturnHeader/Filer/BusinessNameControlTxt0FULL
ReturnHeader/Filer/EIN0262599997
ReturnHeader/Filer/PhoneNum07148700285
ReturnHeader/Filer/USAddress/AddressLine10P O Box 4305
ReturnHeader/Filer/USAddress/City0Fullerton
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0928344305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Stanley C Henslee CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10P O Box 4305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092834
ReturnHeader/PreparerPersonGrp/PhoneNum07148700285
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Henslee Stanley C
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-04-16T12:29:31-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,213
Liabilities
-
Net assets
$13,213
Revenue
$65,760
Expenses
$62,902
Net income
$2,858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.97$1.14$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.29$0.40$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.40$0.44$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.01$0.34$0.12$0.27$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.43$0.35$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.59$0.49$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.65$0.47$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.27$0.24$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.37$0.45$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.31$0.26$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.66$0.63$0.03