Civic Intelligence

Fullerton South Rotary Charities Inc

990EZ • Fiscal year 2017 • EIN 26-2599997

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 09, 2017

Organization ProfileN/A
P O Box 488Fullerton, CA 92836-0488

(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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

79th percentile

33%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$13,684

Up $3,385 (+33%) from 2016

Net Assets

Up

$13,684

Up $3,385 (+33%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Down

$27,309

Down $9,405 (-26%) from 2016

Expenses

Down

$23,924

Down $20,745 (-46%) from 2016

Net Income

Up

$3,385

Up $11,340 (+143%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

2017

Assets$13,684
Liabilities-
Net Assets$13,684
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

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

2017

Revenue$27,309
Expenses$23,924
Net Income$3,385
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 9, 2017
Return Version
2016v3.0
Gross Receipts
$95,336
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 and other local charaties. All expenses were included in Part I, Line 6c--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom DuartePresPT$0--
Aaron C GreggV Pres-$0--
Pete SnyderSecty-$0--
Matthew ReekstinTreas-$0--
Filing and Contact Details

Filer

Filer Name
Fullerton South Rotary Charities Inc
EIN
26-2599997
Address
P O Box 488, Fullerton, CA 92836-0488

Signing Officer

Name
Matthew Reekstin
Title
Treasurer
Phone
7148708478
Signed
2017-10-09
Discuss with paid preparer
No

Preparer

Firm
Stanley C Henslee CPA
Address
P O Box 4305, Fullerton, CA 92834
Preparer
Stanley C Henslee
Phone
7148700285
Raw XML Appendix119 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fullerton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092832
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010299
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013684
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03385
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt023900
IRS990EZ/GrossReceiptsAmt095336
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010299
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010299
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tom Duarte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Aaron C Gregg
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Raise funds for charitable purposes
IRS990EZ/PrintingPublicationsPostageAmt024
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raised funds which were donated to the Boys and Girls Club of Fullerton and other local charaties. All expenses were included in Part I, Line 6c
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt068027
IRS990EZ/SpecialEventsNetIncomeLossAmt027309
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt023924
IRS990EZ/TotalRevenueAmt027309
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99830
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
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
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Matthew Reekstin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07148708478
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fullerton South Rotary Charities Inc
ReturnHeader/Filer/BusinessNameControlTxt0FULL
ReturnHeader/Filer/EIN0262599997
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 488
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.162.84.195
ReturnHeader/FilingSecurityInformation/IPDt02017-10-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:47:02
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 4305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092834
ReturnHeader/PreparerPersonGrp/PhoneNum07148700285
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stanley C Henslee
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-09T09:51:13-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,684
Liabilities
-
Net assets
$13,684
Revenue
$27,309
Expenses
$23,924
Net income
$3,385
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