Civic Intelligence

Fullerton Rotary Foundation

EIN 33-0506574 • 501(c)3 • Fullerton, CA

Profile

Contributions to various charitable organizations

PO Box 172Fullerton, CA 92832

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

58th percentile

8.2%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

64th percentile

9.7%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

40th percentile

1.6%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$752,381

Up $37,972 (+5.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$752,381

Up $37,972 (+5.3%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin58th percentile

Revenue

Down

$187,810

Down $8,902 (-4.5%) from 2024

Expenses

Up

$172,322

Up $64,955 (+60%) from 2024

Net Income

Down

$15,488

Down $73,857 (-83%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$800K$600K$400K$200K$0Assets 2011: $232,395Liabilities 2011: $300Net Assets 2011: $232,0952011Assets 2013: $276,179Liabilities 2013: $7,710Net Assets 2013: $268,4692013Assets 2014: $317,351Liabilities 2014: $10,406Net Assets 2014: $306,9452014Assets 2015: $314,448Liabilities 2015: $7,979Net Assets 2015: $306,4692015Assets 2016: $322,054Liabilities 2016: $12,992Net Assets 2016: $309,0622016Assets 2017: $348,335Liabilities 2017: $10,403Net Assets 2017: $337,9322017Assets 2018: $378,311Liabilities 2018: $15,539Net Assets 2018: $362,7722018Assets 2019: $414,658Liabilities 2019: $1,000Net Assets 2019: $413,6582019Assets 2020: $446,078Liabilities 2020: $500Net Assets 2020: $445,5782020Assets 2021: $557,430Liabilities 2021: $0Net Assets 2021: $557,4302021Assets 2022: $531,899Liabilities 2022: $0Net Assets 2022: $531,8992022Assets 2023: $625,619Liabilities 2023: $0Net Assets 2023: $625,6192023Assets 2024: $714,409Liabilities 2024: $0Net Assets 2024: $714,4092024Assets 2025: $752,381Liabilities 2025: $0Net Assets 2025: $752,3812025

Highlighted filing

2025

Assets$752,381
Liabilities$0
Net Assets$752,381
Open 2025 Filing

Operations Trend

Revenue Growth40th percentile

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

$200K$100K$0-$100KRevenue 2011: $114,951Expenses 2011: $80,255Net Income 2011: $34,6962011Expenses 2013: $70,4482013Revenue 2014: $117,421Expenses 2014: $78,945Net Income 2014: $38,4762014Revenue 2015: $116,728Expenses 2015: $117,204Net Income 2015: -$4762015Revenue 2016: $92,928Expenses 2016: $90,335Net Income 2016: $2,5932016Revenue 2017: $105,851Expenses 2017: $76,981Net Income 2017: $28,8702017Revenue 2018: $116,065Expenses 2018: $91,225Net Income 2018: $24,8402018Revenue 2019: $95,463Expenses 2019: $60,116Net Income 2019: $35,3472019Revenue 2020: $146,363Expenses 2020: $114,443Net Income 2020: $31,9202020Revenue 2021: $185,616Expenses 2021: $73,764Net Income 2021: $111,8522021Revenue 2022: $54,530Expenses 2022: $80,061Net Income 2022: -$25,5312022Revenue 2023: $181,973Expenses 2023: $88,251Net Income 2023: $93,7222023Revenue 2024: $196,712Expenses 2024: $107,367Net Income 2024: $89,3452024Revenue 2025: $187,810Expenses 2025: $172,322Net Income 2025: $15,4882025

Highlighted filing

2025

Revenue$187,810
Expenses$172,322
Net Income$15,488
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$752,381
Liabilities
$0
Net assets
$752,381
Revenue
$187,810
Expenses
$172,322
Net income
$15,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$1.88$1.72$0.15
2024Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$1.97$1.07$0.89
2023Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$1.82$0.88$0.94
2022Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.55$0.80$0.26
2021Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$1.86$0.74$1.12
2020Detailed filing. Detailed filing data is available for this year.$4.46$0.01$4.46$1.46$1.14$0.32
2019Detailed filing. Detailed filing data is available for this year.$4.15$0.01$4.14$0.95$0.60$0.35
2018Detailed filing. Detailed filing data is available for this year.$3.78$0.16$3.63$1.16$0.91$0.25
2017Detailed filing. Detailed filing data is available for this year.$3.48$0.10$3.38$1.06$0.77$0.29
2016Detailed filing. Detailed filing data is available for this year.$3.22$0.13$3.09$0.93$0.90$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.14$0.08$3.06$1.17$1.17$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.17$0.10$3.07$1.17$0.79$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.08$2.68$0.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.00$2.32$1.15$0.80$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 21, 2026
Return Version
2024v5.5
Gross Receipts
$187,810
Mission and Program Overview

Mission

Contributions to various charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$593,231$654,482▲ $61,251
Cash and Non-Interest-Bearing Accounts$121,178$97,899▼ $23,279
Total Assets$714,409$752,381▲ $37,972
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$714,409$752,381▲ $37,972
Total Net Assets Fund Balance$714,409$752,381▲ $37,972
Total Liabilities and Net Assets / Fund Balance$714,409$752,381▲ $37,972

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$49,435--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Joyce CapellePresident
Bill HiteSecretary
Cathy GachTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$131,972
Program Service Revenue
$17,071
Investment Income
$5,909
Other Revenue
$32,858
All Other Contributions
$131,972
Change in Net Assets
$15,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$105,624
Other Expenses$66,698
Total Fundraising Expense$31,935
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$105,624--$105,624
Other Expenses$8,000-$31,935$8,000
All Other Expenses$4,119$75-$4,194
Advertising$1,372$1,373-$2,745
Conferences and Meetings$799--$799
Total Functional Expenses$138,939$1,448$31,935$172,322
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Tax return will be reviewed by the Governing Board.”

Form 990, Part VI, Section C, line 18

“Available upon request”

Form 990, Part VI, Section C, line 19

“Available upon request”

Filing and Contact Details

Filer

Filer Name
Fullerton Rotary Foundation
EIN
33-0506574
Phone
7148718490
Address
PO BOX 172, Fullerton, CA 92832

Signing Officer

Name
Cathy Gach
Title
President
Phone
7148718490
Signed
2026-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joyce Capelle
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Munson Eisenman Group LLP CPAs
Address
1501 E Orangethorpe Ave Ste 210, Fullerton, CA 92831
Preparer
Charles A Munson CPA
Phone
7144499909
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Adj to correct Equity -10,374.”

Raw XML Appendix331 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01373
IRS990/AdvertisingGrp/ProgramServicesAmt01372
IRS990/AdvertisingGrp/TotalAmt02745
IRS990/AllOtherContributionsAmt0131972
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt075
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04119
IRS990/AllOtherExpensesGrp/TotalAmt04194
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Treasurer
IRS990/BooksInCareOfDetail/PhoneNum07148718490
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 172
IRS990/BooksInCareOfDetail/USAddress/CityNm0Fullerton
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092832
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0121178
IRS990/CashNonInterestBearingGrp/EOYAmt097899
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0799
IRS990/ConferencesMeetingsGrp/TotalAmt0799
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0131972
IRS990/CYGrantsAndSimilarPaidAmt0105624
IRS990/CYInvestmentIncomeAmt05909
IRS990/CYOtherExpensesAmt066698
IRS990/CYOtherRevenueAmt032858
IRS990/CYProgramServiceRevenueAmt017071
IRS990/CYRevenuesLessExpensesAmt015488
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0172322
IRS990/CYTotalFundraisingExpenseAmt031935
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0187810
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0138939
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0Cathy Gach
IRS990/Form990PartVIISectionAGrp/PersonNm1Joyce Capelle
IRS990/Form990PartVIISectionAGrp/PersonNm2Bill Hite
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0105624
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0105624
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0105624
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0187810
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt05909
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05909
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0593231
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0654482
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0714409
IRS990/NetAssetsOrFundBalancesEOYAmt0752381
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt032858
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0714409
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0752381
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-10374
IRS990/OtherExpensesGrp/Desc0Fundraising
IRS990/OtherExpensesGrp/Desc1Track Meet
IRS990/OtherExpensesGrp/Desc2Service Projects
IRS990/OtherExpensesGrp/Desc3Scholarship - Service A
IRS990/OtherExpensesGrp/FundraisingAmt031935
IRS990/OtherExpensesGrp/ProgramServicesAmt010397
IRS990/OtherExpensesGrp/ProgramServicesAmt18628
IRS990/OtherExpensesGrp/ProgramServicesAmt28000
IRS990/OtherExpensesGrp/TotalAmt031935
IRS990/OtherExpensesGrp/TotalAmt110397
IRS990/OtherExpensesGrp/TotalAmt28628
IRS990/OtherExpensesGrp/TotalAmt38000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Unrealized Gains /Loss
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt032858
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt032858
IRS990/OtherRevenueTotalAmt032858
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Joyce Capelle
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Track Meet
IRS990/ProgramServiceRevenueGrp/Desc1Top 100-FUUS
IRS990/ProgramServiceRevenueGrp/Desc2Top 100-SHHS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08071
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08071
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0141280
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt011960
IRS990/PYInvestmentIncomeAmt09877
IRS990/PYOtherExpensesAmt095407
IRS990/PYOtherRevenueAmt032654
IRS990/PYProgramServiceRevenueAmt012901
IRS990/PYRevenuesLessExpensesAmt089345
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0107367
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0196712
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt015488
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0149043
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0154181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0141393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0101524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0587571
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt055867
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt042531
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt040580
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024445
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017414
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0180837
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0-88387
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt068082
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0-20305
IRS990ScheduleA/PublicSupportCY170Pct00.78540
IRS990ScheduleA/PublicSupportPY170Pct00.83410
IRS990ScheduleA/PublicSupportTotal170Amt0587571
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0149043
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0154181
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0141393
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0101524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041430
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0587571
IRS990ScheduleA/TotalSupportAmt0748103
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt063691
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1541356
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt249435
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Sattler
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Endowment
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Community Projects Funds
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0654482
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Tax return will be reviewed by the Governing Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Adj to correct Equity -10,374.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0714409
IRS990/TotalAssetsEOYAmt0752381
IRS990/TotalAssetsGrp/BOYAmt0714409
IRS990/TotalAssetsGrp/EOYAmt0752381
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0131972
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt031935
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01448
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0138939
IRS990/TotalFunctionalExpensesGrp/TotalAmt0172322
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0714409
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0752381
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0138939
IRS990/TotalProgramServiceRevenueAmt017071
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt055838
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0187810
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0714409
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0752381
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Cathy Gach
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07148718490
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fullerton Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FULL
ReturnHeader/Filer/EIN0330506574
ReturnHeader/Filer/PhoneNum07148718490
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 172
ReturnHeader/Filer/USAddress/CityNm0Fullerton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092832
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330611128
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Munson Eisenman Group LLP CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01501 E Orangethorpe Ave Ste 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092831
ReturnHeader/PreparerPersonGrp/PhoneNum07144499909
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles A Munson CPA
ReturnHeader/ReturnTs02026-01-23T11:16:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.