Civic Intelligence

Palos Verdes Peninsula Rotary Foundation Inc.

990EZ • Fiscal year 2012 • EIN 33-0435321

Jul 01, 2011 to Jun 30, 2012 • Filed on Jan 14, 2013

PO Box 29690274
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

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

Source year 2012

Assets

$210,878

No earlier filing loaded for comparison.

Net Assets

$210,878

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$58,856

No earlier filing loaded for comparison.

Expenses

$28,994

No earlier filing loaded for comparison.

Net Income

$29,862

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2012: $210,878Liabilities 2012: $0Net Assets 2012: $210,8782012Assets 2013: $221,629Liabilities 2013: $0Net Assets 2013: $221,6292013Assets 2014: $271,471Liabilities 2014: $0Net Assets 2014: $271,4712014Assets 2015: $277,136Liabilities 2015: $0Net Assets 2015: $277,1362015Assets 2016: $531,691Liabilities 2016: $0Net Assets 2016: $531,6912016Assets 2017: $574,475Liabilities 2017: $0Net Assets 2017: $574,4752017Assets 2018: $572,735Liabilities 2018: $0Net Assets 2018: $572,7352018Assets 2019: $594,869Liabilities 2019: $9,184Net Assets 2019: $585,6852019Assets 2020: $553,533Liabilities 2020: $0Net Assets 2020: $553,5332020Assets 2021: $668,053Liabilities 2021: $0Net Assets 2021: $668,0532021Assets 2022: $582,413Liabilities 2022: $0Net Assets 2022: $582,4132022Assets 2023: $640,513Liabilities 2023: $0Net Assets 2023: $640,5132023Assets 2024: $649,403Liabilities 2024: $0Net Assets 2024: $649,4032024Assets 2025: $709,375Liabilities 2025: $0Net Assets 2025: $709,3752025

Highlighted filing

2012

Assets$210,878
Liabilities$0
Net Assets$210,878

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $58,856Expenses 2012: $28,994Net Income 2012: $29,8622012Revenue 2013: $56,663Expenses 2013: $55,035Net Income 2013: $1,6282013Revenue 2014: $88,489Expenses 2014: $30,407Net Income 2014: $58,0822014Revenue 2015: $45,102Expenses 2015: $37,805Net Income 2015: $7,2972015Revenue 2016: $306,775Expenses 2016: $51,438Net Income 2016: $255,3372016Revenue 2017: $53,900Expenses 2017: $26,070Net Income 2017: $27,8302017Revenue 2018: $74,819Expenses 2018: $85,686Net Income 2018: -$10,8672018Revenue 2019: $58,705Expenses 2019: $51,944Net Income 2019: $6,7612019Revenue 2020: $45,599Expenses 2020: $41,355Net Income 2020: $4,2442020Revenue 2021: $40,108Expenses 2021: $42,252Net Income 2021: -$2,1442021Revenue 2022: $37,385Expenses 2022: $69,872Net Income 2022: -$32,4872022Revenue 2023: $43,749Expenses 2023: $54,453Net Income 2023: -$10,7042023Revenue 2024: $167,752Expenses 2024: $111,274Net Income 2024: $56,4782024Revenue 2025: $349,318Expenses 2025: $225,033Net Income 2025: $124,2852025

Highlighted filing

2012

Revenue$58,856
Expenses$28,994
Net Income$29,862
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Jan 14, 2013
Return Version
2011v1.2
Mission and Program Overview

Mission

To provide philanthropic support for community organizations.

Filing and Contact Details

Filer

EIN
33-0435321
Raw XML Appendix194 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
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IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY0181016
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IRS990EZ/ContributionsGiftsGrantsEtc058253
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear029862
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/FundraisingGrossIncome08200
IRS990EZ/GrantsAndSimilarAmountsPaid026959
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IRS990EZ/InfoInScheduleOPartI0X
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IRS990EZ/InvestmentIncome04348
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0181016
IRS990EZ/NetAssetsOrFundBalancesBOY0181016
IRS990EZ/NetAssetsOrFundBalances/EOY0210878
IRS990EZ/NetAssetsOrFundBalancesEOY0210878
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12PO BOX 296
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0PALOS VERDES ESTATES
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode090274
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0DAVID ROWE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1LIZ FITZGERALD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JOHN SCHURICHT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal02035
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE PHILANTHROPIC SUPPORT FOR COMMUNITY ORGANIZATIONS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0CONTRIBUTIONS TO LOCAL YOUTH CLUBS AND COLLEGES FOR LITERACY PROGRAMS. CONTRIBUTIONS TO COLLEGE SCHOLARSHIP & EDUCATION PROJECTS.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations026959
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses011945
IRS990EZ/SpecialEventsNetIncomeLoss0-3745
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 296
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0PALOS VERDES ESTATES
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode090274
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10TREASURER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03105420011
IRS990EZ/TotalAssets/BOY0181016
IRS990EZ/TotalAssets/EOY0210878
IRS990EZ/TotalExpenses028994
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue058856
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear058253
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year047500
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years051833
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years056815
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years044754
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0259155
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear04348
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year02718
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years02426
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years04767
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years07721
IRS990ScheduleA/GrossInvestmentIncome509/Total021980
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear04348
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year02718
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years02426
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years04767
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years07721
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total021980
IRS990ScheduleA/InvestmentIncomePercentage00.07820
IRS990ScheduleA/PriorYearSupportPercentage00.91990
IRS990ScheduleA/PriorYrInvestIncomePercentage00.08010
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.92180
IRS990ScheduleA/PublicSupportTotal5090259155
IRS990ScheduleA/SupportFromDQPsEtc/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear058253
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year047500
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years051833
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years056815
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years044754
IRS990ScheduleA/Total509/Total0259155
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear062601
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year050218
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years054259
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years061582
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years052475
IRS990ScheduleA/TotalSupportTotal/Total0281135
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST INCOME 4,348..
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: BOYS & GIRLS CLUB. AMOUNT GIVEN: 10,959.
IRS990ScheduleO/GeneralExplanation/Explanation2ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: CLAREMONT MCKENNA COLLEGE. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/GeneralExplanation/Explanation3ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF SOUTHERN CALIFORNIA. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/GeneralExplanation/Explanation4ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: CAL POLY SAN LUIS OBISPO. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/GeneralExplanation/Explanation5ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: DARTMOUTH COLLEGE. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/GeneralExplanation/Explanation6ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: EMORY UNIVERSITY. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/GeneralExplanation/Explanation7ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UC DAVIS. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 26,959.
IRS990ScheduleO/GeneralExplanation/Explanation8DESCRIPTION: DONATION. AMOUNT: 2,000. DESCRIPTION: BANK CHARGE. AMOUNT: 35. TOTAL TO FORM 990-EZ, LINE 16: 2,035.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier3GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier4GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier5GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier6GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier7GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier8OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference8FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0330435321
ReturnHeader/Filer/Name/BusinessNameLine10PALOS VERDES PENINSULA ROTARY FOUNDATION
ReturnHeader/Filer/NameControl0PALO
ReturnHeader/Filer/Phone03105420011
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 296
ReturnHeader/Filer/USAddress/City0PALOS VERDES ESTATES
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090274
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-01-14
ReturnHeader/Officer/Name0DAVID ROWE
ReturnHeader/Officer/Phone03105420011
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0954534578
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BRIGANTE CAMERON WATTERS & STRONG LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103424 CARSON STREET SUITE 600
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TORRANCE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode090503
ReturnHeader/Preparer/Name0JOHN J CAMERON CPA
ReturnHeader/Preparer/Phone03105420011
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-01-30T16:19:02-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.09$0.00$7.09$3.49$2.25$1.24
2024Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$1.68$1.11$0.56
2023Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.44$0.54$0.11
2022Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.37$0.70$0.32
2021Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.40$0.42$0.02
2020Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.46$0.41$0.04
2019Detailed filing. Detailed filing data is available for this year.$5.95$0.09$5.86$0.59$0.52$0.07
2018Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.75$0.86$0.11
2017Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.54$0.26$0.28
2016Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$3.07$0.51$2.55
2015Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.45$0.38$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.88$0.30$0.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.00$2.22$0.57$0.55$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.00$2.11$0.59$0.29$0.30