Civic Intelligence

Brea Rotary Charitable Fund

990EZ • Fiscal year 2014 • EIN 27-0549130

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 07, 2014

Organization ProfileWWW.BREAROTARY.ORG
PO Box 40492822

(714) 494-2200

Siviq Scores

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

Liabilities / Assets

74th percentile

0.08x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

76th percentile

20%

Higher net margin than 76% 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

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$66,244

Up $12,058 (+22%) from 2013

Net Assets

Up

$61,219

Up $7,033 (+13%) from 2013

Liabilities

Up

$5,025

Up $5,025 from 2013

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin76th percentile

Revenue

Down

$35,691

Down $24,330 (-41%) from 2013

Expenses

Down

$28,658

Down $7,116 (-20%) from 2013

Net Income

Down

$7,033

Down $17,214 (-71%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$100K$50K$0Assets 2013: $54,186Liabilities 2013: $0Net Assets 2013: $54,1862013Assets 2014: $66,244Liabilities 2014: $5,025Net Assets 2014: $61,2192014Assets 2015: $98,752Liabilities 2015: $20,480Net Assets 2015: $78,2722015Assets 2016: $74,805Liabilities 2016: $0Net Assets 2016: $74,8052016Assets 2017: $81,005Liabilities 2017: $0Net Assets 2017: $81,0052017Assets 2018: $84,112Liabilities 2018: $0Net Assets 2018: $84,1122018Assets 2019: $68,364Liabilities 2019: $0Net Assets 2019: $68,3642019Assets 2020: $75,443Liabilities 2020: $0Net Assets 2020: $75,4432020Assets 2021: $74,159Net Assets 2021: $74,1592021Assets 2022: $62,285Net Assets 2022: $62,2852022Assets 2023: $60,221Net Assets 2023: $60,2212023Assets 2024: $79,208Net Assets 2024: $79,2082024Assets 2025: $90,457Liabilities 2025: $339Net Assets 2025: $90,1182025

Highlighted filing

2014

Assets$66,244
Liabilities$5,025
Net Assets$61,219
Open 2014 Filing

Operations Trend

Revenue Growth12th percentile

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

$100K$50K$0-$50KRevenue 2013: $60,021Expenses 2013: $35,774Net Income 2013: $24,2472013Revenue 2014: $35,691Expenses 2014: $28,658Net Income 2014: $7,0332014Revenue 2015: $59,388Expenses 2015: $42,335Net Income 2015: $17,0532015Revenue 2016: $62,414Expenses 2016: $65,881Net Income 2016: -$3,4672016Revenue 2017: $73,415Expenses 2017: $67,215Net Income 2017: $6,2002017Revenue 2018: $74,982Expenses 2018: $71,875Net Income 2018: $3,1072018Revenue 2019: $70,127Expenses 2019: $85,875Net Income 2019: -$15,7482019Revenue 2020: $78,609Expenses 2020: $71,530Net Income 2020: $7,0792020Revenue 2021: $32,054Expenses 2021: $33,338Net Income 2021: -$1,2842021Revenue 2022: $44,745Expenses 2022: $56,619Net Income 2022: -$11,8742022Revenue 2023: $17,425Expenses 2023: $19,489Net Income 2023: -$2,0642023Revenue 2024: $77,985Expenses 2024: $58,998Net Income 2024: $18,9872024Revenue 2025: $38,621Expenses 2025: $27,711Net Income 2025: $10,9102025

Highlighted filing

2014

Revenue$35,691
Expenses$28,658
Net Income$7,033
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 7, 2014
Return Version
2013v3.0
Gross Receipts
$65,032
Mission and Program Overview

Mission

To support charitable and volunteer efforts for the improvement of the health, education, and welfare of the brea community, the larger community, and the world.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE: PROVIDE THE YOUTH AND ELDERLY OF BREA, CA VARIOUS SERVICES AND ACTIVITIES.$18,791$0
SCHOLARSHIPS: PROVIDE THE YOUTH OF BREA, CA SCHOLARSHIPS TO PURSUE HIGHER EDUCATION.$8,043$0
ROTARY FOUNDATION: TO PROVIDE FUNDS TO THE ROTARY FOUNDATION FOR VARIOUS CHARITABLE ACTIVITIES.$1,722$0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDY MILLERPresident-$0--
MICHAEL GIANGRANDESecretary-$0--
JANE WARRENTreasurer-$0--
GAIL DUCHETTAClub Director-$0--
SCOTT ELLIOTTClub Director-$0--
JOHN KOOSClub Director-$0--
BRETT MURDOCKCommunity Service Chair-$0--
TOM NUNEZInternational Service Chair-$0--
JOSEPH CARPELLOClub Fundraising Chair-$0--
GEORGE DELANOYMembership Chair-$0--
SCOTT ROJASClub Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$58,708$58,708$22,991$35,717
Event 2$348$348-$348
Total Events$59,056$59,056$29,341$29,715
Filing and Contact Details

Filer

EIN
27-0549130
Phone
7144942200

Signing Officer

Name
Jane M Warren
Title
Treasurer
Phone
7144942200
Signed
2014-11-07
Discuss with paid preparer
Yes

Preparer

Preparer
Jacques Cohen
Phone
7149901040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community service. Grantee name: comps4kids. Grantee address: 789 wildcat way brea, ca 92821. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 9,157.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community service. Grantee name: g.o.a.l.s.. Grantee address: 1170 la palma parkway anaheim, ca 92801. Grantee relationship: none. Property description: cash. Date of gift: 09/03/13. Amount given: 50.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community service. Grantee name: brea community emergency council. Grantee address: po box 8624 brea, ca 92822. Grantee relationship: none. Property description: cash. Date of gift: 11/19/13. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community service. Grantee name: no limits learning center. Grantee address: 300 orangethorpe ave placentia, ca 92870. Grantee relationship: none. Property description: cash. Date of gift: 01/16/14. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community service. Grantee name: cub scout pack 811. Grantee address: 575 walnut ave brea, ca 92821. Grantee relationship: none. Property description: cash. Date of gift: 01/24/14. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community service. Grantee name: breal. Grantee address: 111 n orange ave brea, ca 92821. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 746.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community service. Grantee name: st. Jude memorial foundation. Grantee address: 1440 harbor blvd fullerton, ca 92835. Grantee relationship: none. Property description: cash. Date of gift: 02/20/14. Amount given: 1,200.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community service. Grantee name: bohs life skills program. Grantee address: 789 wildcat way brea, ca 92821. Grantee relationship: none. Property description: cash. Date of gift: 04/30/14. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community service. Grantee name: brea family resource center. Grantee address: 695 e madison way brea, ca 92821. Grantee relationship: none. Property description: cash. Date of gift: 06/16/14. Amount given: 638.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: the rotary foundation. Grantee name: the rotary foundation. Grantee address: 31887 9th ave laguna beach, ca 92651. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 1,722.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships. Grantee name: brea olinda high school. Grantee address: 789 wildcat way brea, ca 92821. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 8,043.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community service. Grantee name: choc foundation. Grantee address: 1201 w la veta ave orange, ca 92686. Grantee relationship: none. Property description: cash. Date of gift: 06/30/14. Amount given: 5,000. Total included on form 990-ez, line 10: 28,556.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: filing fees. Amount: 102.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 300. End of year amount: 4,904.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 0. End of year amount: 5,025.”

Raw XML Appendix234 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/PhoneNum07149901040
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IRS990EZ/BooksInCareOfDetail/USAddress/City0BREA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092821
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANDY MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL GIANGRANDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANE WARREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GAIL DUCHETTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOTT ELLIOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN KOOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRETT MURDOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TOM NUNEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOSEPH CARPELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9GEORGE DELANOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SCOTT ROJAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CLUB DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CLUB DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CLUB DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6COMMUNITY SERVICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7INTERNATIONAL SERVICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CLUB FUNDRAISING CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBERSHIP CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10CLUB DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0300
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04904
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0102
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT CHARITABLE AND VOLUNTEER EFFORTS FOR THE IMPROVEMENT OF THE HEALTH, EDUCATION, AND WELFARE OF THE BREA COMMUNITY, THE LARGER COMMUNITY, AND THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE: PROVIDE THE YOUTH AND ELDERLY OF BREA, CA VARIOUS SERVICES AND ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY FOUNDATION: TO PROVIDE FUNDS TO THE ROTARY FOUNDATION FOR VARIOUS CHARITABLE ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOLARSHIPS: PROVIDE THE YOUTH OF BREA, CA SCHOLARSHIPS TO PURSUE HIGHER EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018791
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11722
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28043
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt029341
IRS990EZ/SpecialEventsNetIncomeLossAmt029715
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05025
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/First5Years170Ind0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0217
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041834
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IRS990ScheduleA/TotalSupportAmt071950
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0OC FOOD & WINE FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BREA JAZZ FESTIVAL
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022991
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06350
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: COMPS4KIDS. GRANTEE ADDRESS: 789 WILDCAT WAY BREA, CA 92821. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 9,157.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: G.O.A.L.S.. GRANTEE ADDRESS: 1170 LA PALMA PARKWAY ANAHEIM, CA 92801. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/03/13. AMOUNT GIVEN: 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: BREA COMMUNITY EMERGENCY COUNCIL. GRANTEE ADDRESS: PO BOX 8624 BREA, CA 92822. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/19/13. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: NO LIMITS LEARNING CENTER. GRANTEE ADDRESS: 300 ORANGETHORPE AVE PLACENTIA, CA 92870. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/16/14. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: CUB SCOUT PACK 811. GRANTEE ADDRESS: 575 WALNUT AVE BREA, CA 92821. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/24/14. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: BREAL. GRANTEE ADDRESS: 111 N ORANGE AVE BREA, CA 92821. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 746.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: ST. JUDE MEMORIAL FOUNDATION. GRANTEE ADDRESS: 1440 HARBOR BLVD FULLERTON, CA 92835. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/20/14. AMOUNT GIVEN: 1,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: BOHS LIFE SKILLS PROGRAM. GRANTEE ADDRESS: 789 WILDCAT WAY BREA, CA 92821. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/30/14. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: BREA FAMILY RESOURCE CENTER. GRANTEE ADDRESS: 695 E MADISON WAY BREA, CA 92821. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/16/14. AMOUNT GIVEN: 638.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: THE ROTARY FOUNDATION. GRANTEE NAME: THE ROTARY FOUNDATION. GRANTEE ADDRESS: 31887 9TH AVE LAGUNA BEACH, CA 92651. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 1,722.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: BREA OLINDA HIGH SCHOOL. GRANTEE ADDRESS: 789 WILDCAT WAY BREA, CA 92821. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 8,043.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: CHOC FOUNDATION. GRANTEE ADDRESS: 1201 W LA VETA AVE ORANGE, CA 92686. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/30/14. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 28,556.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DESCRIPTION: FILING FEES. AMOUNT: 102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 300. END OF YEAR AMOUNT: 4,904.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 5,025.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE M WARREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07144942200
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10BREA ROTARY CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0BREA
ReturnHeader/Filer/EIN0270549130
ReturnHeader/Filer/PhoneNum07144942200
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 404
ReturnHeader/Filer/USAddress/City0BREA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092822
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954108809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FRAZER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10135 S STATE COLLEGE BLVD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BREA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092821
ReturnHeader/PreparerPersonGrp/PhoneNum07149901040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACQUES COHEN
ReturnHeader/ReturnTs02014-11-07T16:22:50-06:00
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
$66,244
Liabilities
$5,025
Net assets
$61,219
Revenue
$35,691
Expenses
$28,658
Net income
$7,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$90.5$0.34$90.1$38.6$27.7$10.9
2024Detailed filing. Detailed filing data is available for this year.$79.2$79.2$78.0$59.0$19.0
2023Detailed filing. Detailed filing data is available for this year.$60.2$60.2$17.4$19.5$2.06
2022Detailed filing. Detailed filing data is available for this year.$62.3$62.3$44.7$56.6$11.9
2021Detailed filing. Detailed filing data is available for this year.$74.2$74.2$32.1$33.3$1.28
2020Detailed filing. Detailed filing data is available for this year.$75.4$0.00$75.4$78.6$71.5$7.08
2019Detailed filing. Detailed filing data is available for this year.$68.4$0.00$68.4$70.1$85.9$15.7
2018Detailed filing. Detailed filing data is available for this year.$84.1$0.00$84.1$75.0$71.9$3.11
2017Detailed filing. Detailed filing data is available for this year.$81.0$0.00$81.0$73.4$67.2$6.20
2016Detailed filing. Detailed filing data is available for this year.$74.8$0.00$74.8$62.4$65.9$3.47
2015Detailed filing. Detailed filing data is available for this year.$98.8$20.5$78.3$59.4$42.3$17.1
2014Detailed filing. Detailed filing data is available for this year.$66.2$5.03$61.2$35.7$28.7$7.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.2$0.00$54.2$60.0$35.8$24.2