Civic Intelligence

Brea Rotary Charitable Fund

990EZ • Fiscal year 2016 • EIN 27-0549130

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization ProfileWWW.BREAROTARY.ORG
PO Box 404Brea, CA 92822

(714) 494-2200

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

29th percentile

-5.6%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

5.1%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$74,805

Down $23,947 (-24%) from 2015

Net Assets

Down

$74,805

Down $3,467 (-4.4%) from 2015

Liabilities

Down

$0

Down $20,480 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin29th percentile

Revenue

Up

$62,414

Up $3,026 (+5.1%) from 2015

Expenses

Up

$65,881

Up $23,546 (+56%) from 2015

Net Income

Down

-$3,467

Down $20,520 (-120%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2016

Assets$74,805
Liabilities$0
Net Assets$74,805
Open 2016 Filing

Operations Trend

Revenue Growth57th 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

2016

Revenue$62,414
Expenses$65,881
Net Income-$3,467
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$85,148
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.$54,692$0
ROTARY FOUNDATION: TO PROVIDE FUNDS TO THE ROTARY FOUNDATION FOR VARIOUS CHARITABLE ACTIVITIES.$7,050$0
SCHOLARSHIPS: PROVIDE THE YOUTH OF BREA, CA SCHOLARSHIPS TO PURSUE HIGHER EDUCATION.$3,695$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL JAMES GIANGRANDEPresident-$0--
CHRISTINE MARICKSecretary-$0--
JANE M WARRENTreasurer-$0--
JOHN KOOSClub Director-$0--
SCOTT ROJASClub Service Director-$0--
BRETT M MURDOCKCommunity Service Director-$0--
JOSEPH CARPELLORotary Foundation Chair-$0--
MATTHEW R ANDERSONVocational Service Directo-$0--
JONATHAN EKNOYouth Service Director-$0--
WILLIAM CHRISTENSENInternational Service Dire-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oc Food & Wine Festival$82,097$82,097$10,644$71,453
Total Events$82,097$82,097$22,734$59,363
Filing and Contact Details

Filer

Filer Name
Brea Rotary Charitable Fund
EIN
27-0549130
Phone
7144942200
Address
PO BOX 404, BREA, CA 92822

Signing Officer

Name
Jane M Warren
Title
Treasurer
Phone
7144942200
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Frazer Llp
Address
135 S STATE COLLEGE BLVD STE 300, BREA, CA 92821
Preparer
Jane M Warren
Phone
7149901040
Supplemental Narrative

Additional Explanations

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

“Activity classification: community service. Grantee name: breal. Grantee address: 111 n orange avenue brea, ca 92821. Grantee relationship: none. Property description: cash. Date of gift: 09/01/15. Amount given: 10,027.”

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

“Activity classification: community service. Grantee name: brea junior high school. Grantee address: 400 n brea blvd brea, ca 92821. Grantee relationship: none. Property description: cash. Date of gift: 10/29/15. Amount given: 15,500.”

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

“Activity classification: community service. Grantee name: city of brea. Grantee address: 1 civic center dr brea, ca 92821. Grantee relationship: none. Property description: cash. Date of gift: 11/03/15. Amount given: 750.”

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: 12/15/15. Amount given: 1,242.”

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 e orangethorpe ave placentia, ca 92870. Grantee relationship: none. Property description: cash. Date of gift: 10/27/15. Amount given: 500.”

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: 11/04/15. Amount given: 500.”

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

“Activity classification: community service. Grantee name: brea friends club. Grantee address: 1 civic center dr brea, ca 92821. Grantee relationship: none. Property description: cash. Date of gift: 04/19/16. Amount given: 1,369.”

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

“Activity classification: community service. Grantee name: st. Angela merci. Grantee address: 575 s. Walnut ave brea, ca 92821. Grantee relationship: none. Property description: cash. Date of gift: 11/04/15. Amount given: 1,500.”

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

“Activity classification: community service. Grantee name: relay for life. Grantee address: 1940 e deere ave ste 100 santa ana, ca 92705. Grantee relationship: none. Property description: cash. Date of gift: 06/30/16. Amount given: 702.”

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: 11/05/14. Amount given: 7,050.”

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: 3,695.”

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: 02/09/16. Amount given: 2,170.”

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

“Activity classification: community service. Grantee name: boys & girls club. Grantee address: 502 sievers ave brea, ca 92821. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 19,432.”

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

“Activity classification: community service. Grantee name: brea olinda high school. Grantee address: 789 wildcat way brea, ca 92821. Grantee relationship: none. Property description: cash. Date of gift: 10/29/15. Amount given: 1,000. Total included on form 990-ez, line 10: 65,437.”

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

“Description: filing fees. Amount: 35. Description: bad debt expense. Amount: 346. Description: supplies. Amount: 63. Total to form 990-ez, line 16: 444.”

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

“Description: accounts receivable. Beg. Of year amount: 1,846. End of year amount: 0. Description: prepaid expenses. Beg. Of year amount: 0. End of year amount: 4,250.”

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

“Description: accounts payable. Beg. Of year amount: 3,430. End of year amount: 0. Description: due to boys & girls club. Beg. Of year amount: 17,050. End of year amount: 0.”

Raw XML Appendix230 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/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL JAMES GIANGRANDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTINE MARICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANE M WARREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN KOOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOTT ROJAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRETT M MURDOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSEPH CARPELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MATTHEW R ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JONATHAN EKNO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9WILLIAM CHRISTENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CLUB DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CLUB SERVICE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COMMUNITY SERVICE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ROTARY FOUNDATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VOCATIONAL SERVICE DIRECTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8YOUTH SERVICE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9INTERNATIONAL SERVICE DIRE
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: BREAL. GRANTEE ADDRESS: 111 N ORANGE AVENUE BREA, CA 92821. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/01/15. AMOUNT GIVEN: 10,027.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: BREA JUNIOR HIGH SCHOOL. GRANTEE ADDRESS: 400 N BREA BLVD BREA, CA 92821. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/29/15. AMOUNT GIVEN: 15,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: CITY OF BREA. GRANTEE ADDRESS: 1 CIVIC CENTER DR BREA, CA 92821. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/03/15. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY 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: 12/15/15. AMOUNT GIVEN: 1,242.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: NO LIMITS LEARNING CENTER. GRANTEE ADDRESS: 300 E ORANGETHORPE AVE PLACENTIA, CA 92870. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/27/15. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY 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: 11/04/15. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: BREA FRIENDS CLUB. GRANTEE ADDRESS: 1 CIVIC CENTER DR BREA, CA 92821. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/19/16. AMOUNT GIVEN: 1,369.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: ST. ANGELA MERCI. GRANTEE ADDRESS: 575 S. WALNUT AVE BREA, CA 92821. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/04/15. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: RELAY FOR LIFE. GRANTEE ADDRESS: 1940 E DEERE AVE STE 100 SANTA ANA, CA 92705. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/30/16. AMOUNT GIVEN: 702.
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: 11/05/14. AMOUNT GIVEN: 7,050.
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: 3,695.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY 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: 02/09/16. AMOUNT GIVEN: 2,170.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: BOYS & GIRLS CLUB. GRANTEE ADDRESS: 502 SIEVERS AVE BREA, CA 92821. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 19,432.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: BREA OLINDA HIGH SCHOOL. GRANTEE ADDRESS: 789 WILDCAT WAY BREA, CA 92821. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/29/15. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 65,437.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14DESCRIPTION: FILING FEES. AMOUNT: 35. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 346. DESCRIPTION: SUPPLIES. AMOUNT: 63. TOTAL TO FORM 990-EZ, LINE 16: 444.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,846. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 3,430. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE TO BOYS & GIRLS CLUB. BEG. OF YEAR AMOUNT: 17,050. END OF YEAR AMOUNT: 0.
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE M WARREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07144942200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BREA ROTARY CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0BREA
ReturnHeader/Filer/EIN0270549130
ReturnHeader/Filer/PhoneNum07144942200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 404
ReturnHeader/Filer/USAddress/CityNm0BREA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092822
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954108809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRAZER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0135 S STATE COLLEGE BLVD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BREA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092821
ReturnHeader/PreparerPersonGrp/PhoneNum07149901040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE M WARREN
ReturnHeader/ReturnTs02016-11-15T13:36:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,805
Liabilities
$0
Net assets
$74,805
Revenue
$62,414
Expenses
$65,881
Net income
-$3,467
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits