Civic Intelligence

Cathedral City Rotary Foundation

990EZ • Fiscal year 2016 • EIN 32-0419206

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

Organization ProfileN/A
38073 Chris DriveCathedral City, CA 92234

(760) 408-8420

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

17th percentile

-17%

Higher net margin than 17% 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

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$4,425

No earlier filing loaded for comparison.

Net Assets

$4,425

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

$7,272

No earlier filing loaded for comparison.

Expenses

$8,539

No earlier filing loaded for comparison.

Net Income

-$1,267

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.

$20K$15K$10K$5.0K$0Assets 2016: $4,425Net Assets 2016: $4,4252016Assets 2017: $6,560Net Assets 2017: $6,5602017Assets 2018: $6,308Net Assets 2018: $6,3082018Assets 2019: $18,669Net Assets 2019: $18,6692019Assets 2020: $13,585Net Assets 2020: $13,5852020Assets 2021: $13,586Net Assets 2021: $13,5862021Assets 2022: $10,918Net Assets 2022: $10,9182022Assets 2023: $14,034Net Assets 2023: $14,0342023

Highlighted filing

2016

Assets$4,425
Liabilities-
Net Assets$4,425
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10KRevenue 2016: $7,272Expenses 2016: $8,539Net Income 2016: -$1,2672016Revenue 2017: $9,835Expenses 2017: $7,700Net Income 2017: $2,1352017Revenue 2018: $9,417Expenses 2018: $9,669Net Income 2018: -$2522018Revenue 2019: $22,098Expenses 2019: $9,737Net Income 2019: $12,3612019Revenue 2020: $8,946Expenses 2020: $14,030Net Income 2020: -$5,0842020Revenue 2021: $02021Revenue 2022: $12,380Expenses 2022: $15,048Net Income 2022: -$2,6682022Revenue 2023: $22,495Expenses 2023: $19,379Net Income 2023: $3,1162023

Highlighted filing

2016

Revenue$7,272
Expenses$8,539
Net Income-$1,267
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.0
Gross Receipts
$7,272
Mission and Program Overview

Mission

The Foundation has been formed for the purpose of performing charitablework,with in the meaning of Internal Revenue Code section 501(c)(3),including providing humanitarian services,encouraging high ethical standars in all vocations, andhelpingbuild goodwill and peace in the world.These activities will benefit public,and is not done for the private gain of any person.

Program Services

DescriptionGrantsExpenses
The Foundation is organized exclusively for charitable purposes,specifically toencurage and foster:The development of acquaintance as an opportunity for service:High ethical standards in business and professions: The rerecognition of the worthiness of all useful occupations:And the dignifing of each Rotarian'soccupation as an opportuity to serve society;The application of the ideal of service in each rotarian's personal,business,andcommunity life;The advancement of international understanding,goodwill,and peace through a worldfellowship of business and professional persons in the ideal of service$8,538$7,272
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GILLIAN CROSSPresident & CEO-$0--
EARL MOSSDirector-$0--
LEE IRELANDDirector-$0--
DON BRADLEYDirector-$0--
TEE AHMEDDirector-$0--
GREG PETTISTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Cathedral City Rotary Foundation
EIN
32-0419206
Phone
7604088420
Address
38073 CHRIS DRIVE, CATHEDRAL CITY, CA 92234

Signing Officer

Name
Greg Pettis
Title
Treasurer
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Tolliver Income Tax Service of the Desert
Address
68470 E Palm Canyon Drive Suite B, Cathedral City, CA 92234
Preparer
James Tolliver
Phone
7603284185
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: UNITED RENTALS | Donee's Address: 36025 CATHEDRAL CANYON DR CATHEDRAL CITY CA 92234 | Cash Amount Given: $5502”

Other Expenses.1

“Miss exp healing field $685”

Other Expenses.2

“Cchs band healing field $500”

Other Expenses.3

“Cchs choir healing field $500”

Other Expenses.4

“JACOBS WAY $500”

Other Expenses.5

“Got party healing field $230”

Other Expenses.6

“DIANE HINES $200”

Other Expenses.7

“Cathedral city rotary $22”

Raw XML Appendix151 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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IRS990EZ/BooksInCareOfDetail/PhoneNum07604088420
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CATHEDRAL CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092234
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GILLIAN CROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EARL MOSS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DON BRADLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TEE AHMED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GREG PETTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02637
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Foundation has been formed for the purpose of performing charitablework,with in the meaning of Internal Revenue Code section 501(c)(3),including providing humanitarian services,encouraging high ethical standars in all vocations, andhelpingbuild goodwill and peace in the world.These activities will benefit public,and is not done for the private gain of any person.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Foundation is organized exclusively for charitable purposes,specifically toencurage and foster:The development of acquaintance as an opportunity for service:High ethical standards in business and professions: The rerecognition of the worthiness of all useful occupations:And the dignifing of each Rotarian'soccupation as an opportuity to serve society;The application of the ideal of service in each rotarian's personal,business,andcommunity life;The advancement of international understanding,goodwill,and peace through a worldfellowship of business and professional persons in the ideal of service
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08538
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07272
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt08539
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IRS990EZ/TotalRevenueAmt07272
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt019067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt021178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt047517
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07272
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt019067
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt021178
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt047517
IRS990ScheduleA/TotalSupportAmt047517
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: UNITED RENTALS | Donee's Address: 36025 CATHEDRAL CANYON DR CATHEDRAL CITY CA 92234 | Cash Amount Given: $5502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISS EXP HEALING FIELD $685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CCHS BAND HEALING FIELD $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CCHS CHOIR HEALING FIELD $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4JACOBS WAY $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOT PARTY HEALING FIELD $230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DIANE HINES $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CATHEDRAL CITY ROTARY $22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG PETTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATHEDRAL CITY ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CATH
ReturnHeader/Filer/EIN0320419206
ReturnHeader/Filer/PhoneNum07604088420
ReturnHeader/Filer/USAddress/AddressLine1Txt038073 CHRIS DRIVE
ReturnHeader/Filer/USAddress/CityNm0CATHEDRAL CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tolliver Income Tax Service of the Desert
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt068470 E Palm Canyon Drive Suite B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cathedral City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092234
ReturnHeader/PreparerPersonGrp/PhoneNum07603284185
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Tolliver
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-11T12:00:12-08:00
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
$4,425
Liabilities
-
Net assets
$4,425
Revenue
$7,272
Expenses
$8,539
Net income
-$1,267
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$14.0$14.0$22.5$19.4$3.12
2022Detailed filing. Detailed filing data is available for this year.$10.9$10.9$12.4$15.0$2.67
2021Detailed filing. Detailed filing data is available for this year.$13.6$13.6$0.00
2020Detailed filing. Detailed filing data is available for this year.$13.6$13.6$8.95$14.0$5.08
2019Detailed filing. Detailed filing data is available for this year.$18.7$18.7$22.1$9.74$12.4
2018Detailed filing. Detailed filing data is available for this year.$6.31$6.31$9.42$9.67$0.25
2017Detailed filing. Detailed filing data is available for this year.$6.56$6.56$9.84$7.70$2.14
2016Detailed filing. Detailed filing data is available for this year.$4.43$4.43$7.27$8.54$1.27