Civic Intelligence

The Orange Rotary Charitable Trust

990 • Fiscal year 2015 • EIN 27-3143523

Jul 01, 2014 to Jun 30, 2015 • Filed on Jul 07, 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

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

$308,085

No earlier filing loaded for comparison.

Net Assets

$308,085

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin98th percentile

Revenue

$342,284

No earlier filing loaded for comparison.

Expenses

$34,199

No earlier filing loaded for comparison.

Net Income

$308,085

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.

$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

2015

Assets$308,085
Liabilities$0
Net Assets$308,085
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2015

Revenue$342,284
Expenses$34,199
Net Income$308,085
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jul 7, 2017
Return Version
2014v6.0
Gross Receipts
$342,284
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.

Orange Rotary Charitable Trust will operate as a public charity, accepting tax-deductible donations from the public to fund a wide variety of charitable projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$308,085-
Rtn Earn Endowment Incm Other Fnds-$308,085-
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$0$308,085▲ $308,085
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$308,085▲ $308,085
Total Liabilities and Net Assets / Fund Balance$0$308,085▲ $308,085
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$342,284
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$342,284
Change in Net Assets
$308,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$31,127
Other Expenses$3,072
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$31,127--$31,127
Fees for Services Legal-$1,965-$1,965
Fees for Services Accounting-$880-$880
Office Expenses-$117-$117
Other Expenses-$100-$100
Fees for Services Other-$10-$10
Total Functional Expenses$31,127$3,072$0$34,199
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Orange Rotary Community TrustOrange, CA-General purpose fund$29,923
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
No
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

“No review was or will be conducted.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
The Orange Rotary Charitable Trust
EIN
27-3143523
Phone
9496332402
Address
PO Box 5882, Orange, CA 92863

Signing Officer

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

Organization Details

Formed
2010
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
0
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
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0342284
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0342284
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt029923
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General purpose fund
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Orange Rotary Community Trust
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 5882
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Orange
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092863
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt0308085
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0308085
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0342284
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03072
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt031127
IRS990/TotalFunctionalExpensesGrp/TotalAmt034199
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0308085
IRS990/TotalProgramServiceExpensesAmt031127
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0342284
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0308085
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mike Schmitt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Orange Rotary Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0273143523
ReturnHeader/Filer/PhoneNum09496332402
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5882
ReturnHeader/Filer/USAddress/CityNm0Orange
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092863
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John W Schroeder Accty Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0541 East Chapman Ave Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orange
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092866
ReturnHeader/PreparerPersonGrp/PhoneNum07145382393
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John W Schroeder
ReturnHeader/ReturnTs02017-07-07T15:53:34-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$308,085
Liabilities
$0
Net assets
$308,085
Revenue
$342,284
Expenses
$34,199
Net income
$308,085
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits