Civic Intelligence

Rotary Foundation of Valley Center Ca

EIN 33-0334342 • 501(c)3 • Valley Center, CA

Profile

Scholarships/community service

PO Box 493Valley Center, CA 92082

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$162,451

Down $19,505 (-11%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$162,451

Down $19,505 (-11%) from 2021

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$7,562

Up $1,238 (+20%) from 2021

Expenses

Up

$2,882

Up $250 (+9.5%) from 2021

Net Income

Up

$4,680

Up $988 (+27%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$200K$150K$100K$50K$0Assets 2013: $118,713Liabilities 2013: $0Net Assets 2013: $118,7132013Assets 2016: $129,443Net Assets 2016: $129,4432016Assets 2018: $131,987Net Assets 2018: $131,9872018Assets 2021: $181,956Net Assets 2021: $181,9562021Assets 2022: $162,451Net Assets 2022: $162,4512022

Highlighted filing

2022

Assets$162,451
Liabilities-
Net Assets$162,451
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

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

$30K$20K$10K$0-$10KRevenue 2013: $21,253Expenses 2013: $22,821Net Income 2013: -$1,5682013Revenue 2016: $2,088Expenses 2016: $3,100Net Income 2016: -$1,0122016Revenue 2018: $1,431Expenses 2018: $8,134Net Income 2018: -$6,7032018Revenue 2021: $6,324Expenses 2021: $2,632Net Income 2021: $3,6922021Revenue 2022: $7,562Expenses 2022: $2,882Net Income 2022: $4,6802022

Highlighted filing

2022

Revenue$7,562
Expenses$2,882
Net Income$4,680
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$162,451
Liabilities
-
Net assets
$162,451
Revenue
$7,562
Expenses
$2,882
Net income
$4,680
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$1.62$0.08$0.03$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$1.82$0.06$0.03$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$1.32$0.01$0.08$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.29$1.29$0.02$0.03$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.21$0.23$0.02
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.0
Gross Receipts
$2,088
Mission and Program Overview

Mission

Scholarships/Community Service

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS$3,000-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN T MEYERPresidentPT$0--
CHARLES D CLEMENTSTreasurer-$0--
NICKY LOVEJOYSecretary-$0--
CHRIS SOMMERDirector-$0--
JACK BOSEDirector-$0--
GREG CARLSONDirector-$0--
JUSTIN SALTERDirector-$0--
JESSICA J SOMMERDirector-$0--
WILLIAM R LEWISDirector-$0--
DENETTE M STEWARTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Foundation of Valley Center CA
EIN
33-0334342
Phone
8584878617
Address
PO BOX 493, VALLEY CENTER, CA 92082

Signing Officer

Name
Charles D Clements
Title
Treasurer
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
ProtoTax Inc
Address
500 La Terraza Blvd Ste 150, Escondido, CA 92025
Preparer
Eric Schroeder
Phone
7604694222
Supplemental Narrative

Additional Explanations

Other Assets.1

“FIDELITY INVESTMENTS - Beginning $126977 FIDELITY INVESTMENTS - Ending $120950”

Other Assets.2

“COCA COLA STOCK - Beginning $130 COCA COLA STOCK - Ending $130”

Other Assets.3

“MICROSOFT STOCK - Beginning $226 MICROSOFT STOCK - Ending $264”

Raw XML Appendix187 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/PersonNm0CHARLES D CLEMENTS
IRS990EZ/BooksInCareOfDetail/PhoneNum08584878617
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 493
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALLEY CENTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920820493
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09063
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08099
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0297
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1012
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0136396
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0129443
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt02088
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01791
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0136396
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0129443
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0136396
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0129443
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAN T MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLES D CLEMENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICKY LOVEJOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS SOMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACK BOSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GREG CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JUSTIN SALTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JESSICA J SOMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8WILLIAM R LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DENETTE M STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0127333
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0121344
IRS990EZ/OtherChangesInNetAssetsAmt0-5941
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOLARSHIPS/COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03100
IRS990EZ/TotalProgramServiceExpensesAmt03000
IRS990EZ/TotalRevenueAmt02088
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0297
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07709
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021368
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt053396
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01791
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01798
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01836
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01621
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01774
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01791
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01798
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01836
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01621
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01774
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08820
IRS990ScheduleA/InvestmentIncomeCYPct00.14180
IRS990ScheduleA/InvestmentIncomePYPct00.13710
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85820
IRS990ScheduleA/PublicSupportPY509Pct00.86290
IRS990ScheduleA/PublicSupportTotal509Amt053396
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0297
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07709
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt021368
IRS990ScheduleA/Total509Grp/TotalAmt053396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06198
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt021243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt023142
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt062216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIDELITY INVESTMENTS - Beginning $126977 FIDELITY INVESTMENTS - Ending $120950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COCA COLA STOCK - Beginning $130 COCA COLA STOCK - Ending $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MICROSOFT STOCK - Beginning $226 MICROSOFT STOCK - Ending $264
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES D CLEMENTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY FOUNDATION OF VALLEY CENTER CA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0330334342
ReturnHeader/Filer/PhoneNum08584878617
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 493
ReturnHeader/Filer/USAddress/CityNm0VALLEY CENTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092082
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ProtoTax Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 La Terraza Blvd Ste 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Escondido
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092025
ReturnHeader/PreparerPersonGrp/PhoneNum07604694222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric Schroeder
ReturnHeader/ReturnTs02016-11-14T15:24:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.