Civic Intelligence

The Orange Rotary Charitable Trust

990 • Fiscal year 2016 • EIN 27-3143523

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 10, 2017

Organization ProfileN/A
PO Box 5882Orange, CA 92863

(949) 633-2402

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

2nd percentile

-607%

Higher net margin than 2% 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

8th percentile

-54%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

2nd percentile

-92%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$142,950

Down $165,135 (-54%) from 2015

Net Assets

Down

$142,950

Down $165,135 (-54%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin2nd percentile

Revenue

Down

$27,191

Down $315,093 (-92%) from 2015

Expenses

Up

$192,277

Up $158,078 (+462%) from 2015

Net Income

Down

-$165,086

Down $473,171 (-154%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$400K$300K$200K$100K$0Assets 2015: $308,085Liabilities 2015: $0Net Assets 2015: $308,0852015Assets 2016: $142,950Liabilities 2016: $0Net Assets 2016: $142,9502016Assets 2017: $146,028Liabilities 2017: $0Net Assets 2017: $146,0282017Assets 2018: $154,633Liabilities 2018: $0Net Assets 2018: $154,6332018Assets 2019: $151,024Liabilities 2019: $0Net Assets 2019: $151,0242019Assets 2020: $150,326Liabilities 2020: $0Net Assets 2020: $150,3262020Assets 2021: $182,484Liabilities 2021: $0Net Assets 2021: $182,4842021Assets 2022: $173,524Liabilities 2022: $0Net Assets 2022: $173,5242022Assets 2023: $170,904Liabilities 2023: $0Net Assets 2023: $170,9042023Assets 2024: $168,961Liabilities 2024: $0Net Assets 2024: $168,9612024

Highlighted filing

2016

Assets$142,950
Liabilities$0
Net Assets$142,950
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

$400K$200K$0-$200KRevenue 2015: $342,284Expenses 2015: $34,199Net Income 2015: $308,0852015Revenue 2016: $27,191Expenses 2016: $192,277Net Income 2016: -$165,0862016Revenue 2017: $7,260Expenses 2017: $4,460Net Income 2017: $2,8002017Revenue 2018: $14,960Expenses 2018: $6,355Net Income 2018: $8,6052018Revenue 2019: $6,359Expenses 2019: $9,968Net Income 2019: -$3,6092019Revenue 2020: $8,306Expenses 2020: $9,004Net Income 2020: -$6982020Revenue 2021: $37,940Expenses 2021: $5,782Net Income 2021: $32,1582021Revenue 2022: -$1,181Expenses 2022: $7,779Net Income 2022: -$8,9602022Revenue 2023: $1,988Expenses 2023: $4,608Net Income 2023: -$2,6202023Revenue 2024: $22,435Expenses 2024: $24,378Net Income 2024: -$1,9432024

Highlighted filing

2016

Revenue$27,191
Expenses$192,277
Net Income-$165,086
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 10, 2017
Return Version
2015v3.0
Gross Receipts
$263,080
Mission and Program Overview

Mission

Orange rotary charitable trust will operate as a public charity, accepting tax-deductible contributions from the public to fund a wide variety of charitable projects in the orange area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$308,085$142,950▼ $165,135
Investments in Publicly Traded Securities-$81,614-
Cash and Non-Interest-Bearing Accounts$308,085$61,336▼ $246,749
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$308,085$142,950▼ $165,135
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$308,085$142,950▼ $165,135
Total Liabilities and Net Assets / Fund Balance$308,085$142,950▼ $165,135
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Mike SchmittChairman
Randy StraightVice President
Ankit ShahTrustee
Carolyn CaveccheTrustee
Craig ShipcottTrustee
Daniel SlaterTrustee
Lloyd ChandlerTrustee
Michael ChristensenTrustee
Murad GharibianTrustee
William SteinerTrustee
Ron LaceySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$29,185
Program Service Revenue
$0
Investment Income
$-1,994
Other Revenue
$0
All Other Contributions
$29,185
Change in Net Assets
$-165,086
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$190,500
Other Expenses$1,777
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$190,500--$190,500
Office Expenses-$695-$695
Fees for Services Other-$662-$662
Fees for Services Accounting-$220-$220
Other Expenses-$200-$200
Total Functional Expenses$190,500$1,777$0$192,277
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Orange Rotary Community TrustOrange, CA501(c)4General fund activities$190,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Documents are available upon request at organization address.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available upon request at organization address.”

Filing and Contact Details

Filer

Filer Name
The Orange Rotary Charitable Trust
EIN
27-3143523
Address
PO Box 5882, Orange, CA 92863

Signing Officer

Name
Mike Schmitt
Title
Chairman
Signed
2017-07-10
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
John W Schroeder Accty Corp
Address
541 East Chapman Ave Ste B, Orange, CA 92866
Preparer
John W Schroeder
Phone
7145382393
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Wash sales = -$49”

Raw XML AppendixShowing 400 of 414 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.

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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0190500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0342284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0532784
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0342284
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0532784
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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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0190000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)4
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General fund activities
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Orange Rotary Community Trust
IRS990ScheduleI/RecipientTable/RecipientEIN0330419426
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 5882
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Orange
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092863
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Documents are available upon request at organization address.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Documents are available upon request at organization address.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Wash sales = -$49
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0142950
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IRS990/TotalAssetsGrp/EOYAmt0142950
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IRS990/TotalContributionsAmt029185
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01777
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0190500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0192277
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt0190500
IRS990/TotalProgramServiceRevenueAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt027191
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0308085
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0142950
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mike Schmitt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Orange Rotary Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0273143523
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5882
ReturnHeader/Filer/USAddress/CityNm0Orange

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$142,950
Liabilities
$0
Net assets
$142,950
Revenue
$27,191
Expenses
$192,277
Net income
-$165,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.22$0.24$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.02$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.01$0.08$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.38$0.06$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.08$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.06$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.15$0.06$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.07$0.04$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.27$1.92$1.65
2015Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$3.42$0.34$3.08