Civic Intelligence

Rotary Club of Rancho Mirage Foundation

EIN 33-0134643 • 501(c)3 • Rancho Mirage, CA

Profile

Obtain donations for charitable needs of charitable organizations and community

PO Box 1041Rancho Mirage, CA 92270

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$50,826

Up $6,960 (+16%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$50,826

Up $6,960 (+16%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Up

$31,774

Up $4,897 (+18%) from 2023

Expenses

Up

$24,814

Up $4,346 (+21%) from 2023

Net Income

Up

$6,960

Up $551 (+8.6%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2017: $42,168Net Assets 2017: $42,1682017Assets 2018: $37,678Net Assets 2018: $37,6782018Assets 2019: $41,286Net Assets 2019: $41,2862019Assets 2020: $35,248Net Assets 2020: $35,2482020Assets 2021: $43,399Net Assets 2021: $43,3992021Assets 2022: $37,457Net Assets 2022: $37,4572022Assets 2023: $43,866Net Assets 2023: $43,8662023Assets 2024: $50,826Net Assets 2024: $50,8262024

Highlighted filing

2024

Assets$50,826
Liabilities-
Net Assets$50,826
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2017: $4,699Expenses 2017: $7,844Net Income 2017: -$3,1452017Revenue 2018: $3,020Expenses 2018: $7,510Net Income 2018: -$4,4902018Revenue 2019: $12,446Expenses 2019: $8,838Net Income 2019: $3,6082019Revenue 2020: $9,833Expenses 2020: $15,871Net Income 2020: -$6,0382020Revenue 2021: $19,547Expenses 2021: $11,396Net Income 2021: $8,1512021Revenue 2022: $17,258Expenses 2022: $23,200Net Income 2022: -$5,9422022Revenue 2023: $26,877Expenses 2023: $20,468Net Income 2023: $6,4092023Revenue 2024: $31,774Expenses 2024: $24,814Net Income 2024: $6,9602024

Highlighted filing

2024

Revenue$31,774
Expenses$24,814
Net Income$6,960
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,826
Liabilities
-
Net assets
$50,826
Revenue
$31,774
Expenses
$24,814
Net income
$6,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.8$50.8$31.8$24.8$6.96
2023Detailed filing. Detailed filing data is available for this year.$43.9$43.9$26.9$20.5$6.41
2022Detailed filing. Detailed filing data is available for this year.$37.5$37.5$17.3$23.2$5.94
2021Detailed filing. Detailed filing data is available for this year.$43.4$43.4$19.5$11.4$8.15
2020Detailed filing. Detailed filing data is available for this year.$35.2$35.2$9.83$15.9$6.04
2019Detailed filing. Detailed filing data is available for this year.$41.3$41.3$12.4$8.84$3.61
2018Detailed filing. Detailed filing data is available for this year.$37.7$37.7$3.02$7.51$4.49
2017Detailed filing. Detailed filing data is available for this year.$42.2$42.2$4.70$7.84$3.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$31,774
Mission and Program Overview

Mission

Obtain donations for charitable needs of charitable organizations and community

Program Services

DescriptionGrantsExpenses
FUNDRAISING THROUGH COMMUNITY EVENT-$3,035
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN SANDERSONChairman-$0--
DAN HEWITSONSecretary-$0--
LUZ GONZALEZTreasurer-$0--
EDWARD MORRISONDirector-$0--
ANNALEE DAVISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Rancho Mirage Foundation
EIN
33-0134643
Phone
7603212727
Address
PO BOX 1041, RANCHO MIRAGE, CA 92270

Signing Officer

Name
Luz Gonzalez
Title
Treasurer
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Newell Taylor A Professional Accountancy
Address
72650 Fred Waring Drive Ste 202, Palm Desert, CA 92260
Preparer
Stephen Newell CPA
Phone
7607333735
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

“Class of Activity: COMMUNITY | Donee's Name: COACHELLA VALLEY RESCUE MISSION | Donee's Address: 47470 VAN BUREN ST INDIO CA 92201 | Relationship of Donee: NO | Cash Amount Given: $13000”

Other Expenses.1

“Kentucky derby event expense $3035”

Other Expenses.2

“BANK CHARGES $15”

Other Assets.1

“INVESTMENT-ROTARY ADVISORY FUND - Beginning $26968 INVESTMENT-ROTARY ADVISORY FUND - Ending $26968”

Raw XML Appendix165 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LUZ GONZALEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07603212727
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1041
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RANCHO MIRAGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092270
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016898
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023858
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt031774
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06960
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043866
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050826
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021314
IRS990EZ/GrossReceiptsAmt031774
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043866
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050826
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043866
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050826
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARILYN SANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAN HEWITSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LUZ GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EDWARD MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANNALEE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt026968
IRS990EZ/OtherAssetsTotalDetail/EOYAmt026968
IRS990EZ/OtherExpensesTotalAmt03050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OBTAIN DONATIONS FOR CHARITABLE NEEDS OF CHARITABLE ORGANIZATIONS AND COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING THROUGH COMMUNITY EVENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03035
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024814
IRS990EZ/TotalProgramServiceExpensesAmt03035
IRS990EZ/TotalRevenueAmt031774
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031774
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026868
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017256
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05752
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt095600
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05597
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05605
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt03075
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt03075
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97050
IRS990ScheduleA/PublicSupportPY509Pct00.96460
IRS990ScheduleA/PublicSupportTotal509Amt0101205
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031774
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05758
IRS990ScheduleA/Total509Grp/TotalAmt0101205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017258
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019547
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08839
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0104286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: COMMUNITY | Donee's Name: COACHELLA VALLEY RESCUE MISSION | Donee's Address: 47470 VAN BUREN ST INDIO CA 92201 | Relationship of Donee: NO | Cash Amount Given: $13000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KENTUCKY DERBY EVENT EXPENSE $3035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENT-ROTARY ADVISORY FUND - Beginning $26968 INVESTMENT-ROTARY ADVISORY FUND - Ending $26968
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LUZ GONZALEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF RANCHO MIRAGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0330134643
ReturnHeader/Filer/PhoneNum07603212727
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1041
ReturnHeader/Filer/USAddress/CityNm0RANCHO MIRAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092270
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823445250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Newell Taylor A Professional Accountancy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt072650 Fred Waring Drive Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palm Desert
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092260
ReturnHeader/PreparerPersonGrp/PhoneNum07607333735
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN NEWELL CPA
ReturnHeader/ReturnTs02024-11-15T17:05:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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