Civic Intelligence

Cathedral City Rotary Foundation

990EZ • Fiscal year 2018 • EIN 32-0419206

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 16, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

34th percentile

-2.7%

Higher net margin than 34% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

38th percentile

-3.8%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

-4.3%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,308

Down $252 (-3.8%) from 2017

Net Assets

Down

$6,308

Down $252 (-3.8%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Down

$9,417

Down $418 (-4.3%) from 2017

Expenses

Up

$9,669

Up $1,969 (+26%) from 2017

Net Income

Down

-$252

Down $2,387 (-112%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

2018

Assets$6,308
Liabilities-
Net Assets$6,308
Open 2018 Filing

Operations Trend

Revenue Growth41st percentile

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

2018

Revenue$9,417
Expenses$9,669
Net Income-$252
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 16, 2018
Return Version
2017v2.2
Gross Receipts
$9,417
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$2,784$6,502
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
YVONNE ANDERSONDirectorPT$0--
GILLIAN CROSSPresident & CEOPT$0--
DON BRADLEYDirectorPT$0--
TEE AHMEDVice PresidentPT$0--
JAMES TOLLIVERTreasurerPT$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
Gillian Cross
Title
President & CEO
Signed
2018-10-16
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

Other Expenses.1

“JACOBS WAY $750”

Other Expenses.2

“Cchs band healing field $500”

Other Expenses.3

“MISS EXP HEALING FIELD cross $470”

Other Expenses.4

“MISS EXP HEALING FIELD hays $312”

Other Expenses.5

“Cchs choir healing field $250”

Other Expenses.6

“Got party healing field $250”

Other Expenses.7

“Cchs rotc healing fied $250”

Raw XML Appendix149 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/PhoneNum07603284185
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt068470 E PALM CANYON Dr Ste B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CATHEDRAL CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092234
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0YVONNE ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GILLIAN CROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DON BRADLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TEE AHMED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES TOLLIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02782
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/GrantsAndAllocationsAmt02784
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06502
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09669
IRS990EZ/TotalProgramServiceExpensesAmt02784
IRS990EZ/TotalRevenueAmt09417
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014641
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt071993
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt071993
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014641
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09835
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019067
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021178
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt071993
IRS990ScheduleA/TotalSupportAmt071993
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JACOBS WAY $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CCHS BAND HEALING FIELD $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISS EXP HEALING FIELD cross $470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISS EXP HEALING FIELD hays $312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CCHS CHOIR HEALING FIELD $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOT PARTY HEALING FIELD $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CCHS ROTC HEALING FIED $250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GILLIAN CROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-16
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/PreparerFirmEIN0201187598
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/ReturnTs02018-10-16T10:23:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,308
Liabilities
-
Net assets
$6,308
Revenue
$9,417
Expenses
$9,669
Net income
-$252
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