Civic Intelligence

The Orange Rotary Charitable Trust

990 • Fiscal year 2019 • EIN 27-3143523

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 06, 2020

Organization ProfileN/A
PO Box 5882Orange, CA 92863

(714) 639-3561

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-57%

Higher net margin than 7% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-57%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$151,024

Down $3,609 (-2.3%) from 2018

Net Assets

Down

$151,024

Down $3,609 (-2.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Down

$6,359

Down $8,601 (-57%) from 2018

Expenses

Up

$9,968

Up $3,613 (+57%) from 2018

Net Income

Down

-$3,609

Down $12,214 (-142%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2019

Assets$151,024
Liabilities$0
Net Assets$151,024
Open 2019 Filing

Operations Trend

Revenue Growth8th 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

2019

Revenue$6,359
Expenses$9,968
Net Income-$3,609
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 6, 2020
Return Version
2018v3.1
Gross Receipts
$311,183
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$154,633$151,024▼ $3,609
Investments in Publicly Traded Securities$94,791$94,870▲ $79
Cash and Non-Interest-Bearing Accounts$59,842$52,404▼ $7,438
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$154,633$151,024▼ $3,609
Other Assets Total$0$3,750▲ $3,750
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$154,633$151,024▼ $3,609
Total Liabilities and Net Assets / Fund Balance$154,633$151,024▼ $3,609
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Michael SchmittChairman
Craig ShipcottClub President
Carolyn CaveccheImmediate Past President
Cliff NelsonDirector
John BurtDirector
Larry TannasDirector
Lloyd ChandlerDirector
Mark WallaceDirector
Spud LambingDirector
Ron LaceySecretary
Ankit ShahTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,625
Program Service Revenue
$0
Investment Income
$1,734
Other Revenue
$0
All Other Contributions
$4,625
Change in Net Assets
$-3,609
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,968
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$7,817-$7,817
Fees for Service Investment Mgmnt Fees-$1,633-$1,633
Fees for Services Other-$298-$298
Other Expenses-$100-$100
Total Functional Expenses$0$9,968$0$9,968
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request at organization address.”

Filing and Contact Details

Filer

Filer Name
The Orange Rotary Charitable Trust
EIN
27-3143523
Phone
7146393561
Address
PO BOX 5882, ORANGE, CA 92863

Signing Officer

Name
Mike Schmitt
Title
Chairman
Phone
9099939393
Signed
2020-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Schmitt
Formed
2010
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
WRIGHT FORD YOUNG & CO CPA'S
Address
16140 SAND CANYON AVENUE, IRVINE, CA 92618-3715
Preparer
Ryan Working CPA
Phone
9499102727
Raw XML Appendix358 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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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0154633
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0151024
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt09968
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01734
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06359
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0154633
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0151024
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 5882
IRS990/USAddress/CityNm0ORANGE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092863
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE SCHMITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09099939393
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ORANGE ROTARY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0273143523
ReturnHeader/Filer/PhoneNum07146393561
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5882
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092863
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E5DD21C1F6AE21E26788BF0AF2A604EC22D40B2C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId059CC298B3D9DB13919C47C2B5325FB453FCC3D2D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.147.13.46
ReturnHeader/FilingSecurityInformation/IPDt02020-02-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:06:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953288054
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WRIGHT FORD YOUNG & CO CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016140 SAND CANYON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926183715
ReturnHeader/PreparerPersonGrp/PhoneNum09499102727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN WORKING CPA
ReturnHeader/ReturnTs02020-03-11T17:49:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,024
Liabilities
$0
Net assets
$151,024
Revenue
$6,359
Expenses
$9,968
Net income
-$3,609
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