Civic Intelligence

Fullerton Rotary Foundation

990 • Fiscal year 2015 • EIN 33-0506574

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 14, 2016

Organization ProfileN/A
PO Box 172Fullerton, CA 92832

(714) 871-8490

Siviq Scores

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

Liabilities / Assets

67th percentile

0.03x

Higher debt load relative to assets than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

79th percentile

0.07x

Higher debt load relative to revenue than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

39th percentile

-0.4%

Higher net margin than 39% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

43rd percentile

-0.9%

Faster asset growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

47th percentile

-0.6%

Faster revenue growth than 47% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$314,448

Down $2,903 (-0.9%) from 2014

Net Assets

Down

$306,469

Down $476 (-0.2%) from 2014

Liabilities

Down

$7,979

Down $2,427 (-23%) from 2014

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin39th percentile

Revenue

Down

$116,728

Down $693 (-0.6%) from 2014

Expenses

Up

$117,204

Up $38,259 (+48%) from 2014

Net Income

Down

-$476

Down $38,952 (-101%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$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

2015

Assets$314,448
Liabilities$7,979
Net Assets$306,469
Open 2015 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$116,728
Expenses$117,204
Net Income-$476
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 14, 2016
Return Version
2014v6.0
Gross Receipts
$201,197
Mission and Program Overview

Mission

Contributions to various charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$291,293$301,614▲ $10,321
Cash and Non-Interest-Bearing Accounts$26,058$12,834▼ $13,224
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$317,351$314,448▼ $2,903
Other Assets Total-$0-
Liabilities
Other Liabilities$10,406$7,979▼ $2,427
Total Liabilities$10,406$7,979▼ $2,427
Net Assets / Fund Balance
Unrestricted Net Assets$306,945$306,469▼ $476
Total Net Assets Fund Balance$306,945$306,469▼ $476
Total Liabilities and Net Assets / Fund Balance$317,351$314,448▼ $2,903
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Dick DaybellPresident
Bill HiteDirector
Terri GrassiDirector
Vern AndrewsDirector
Lee BrockettAttorney
Bill MathySecretary
Vimal SethTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$37,263
Program Service Revenue
$0
Investment Income
$21,834
Other Revenue
$57,631
All Other Contributions
$37,263
Change in Net Assets
$-476
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$99,411
Other Expenses$17,793
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$99,411--$99,411
Other Expenses$121$50-$50
Office Expenses-$20-$20
Total Functional Expenses$99,532$17,672$0$117,204
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary InternationalEvanston, IL--$21,100
Troy High SchoolFullerton, CA--$16,784
Sunny Hills HighFullerton, CA--$15,575
Fullerton Union High SchoolFullerton, CA--$8,845
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$75,516
Fundraising Direct Expenses$17,885
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$75,516$75,516$17,885$57,631
Total Events$75,516$75,516$17,885$57,631
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Jog Seed Money for Future Project$7,418
Phf Contribution$561
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“Tax return is reviewed by the governing board.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“AVAILABLE UPON REQUEST”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
Vern Andrews
Title
Chairman
Signed
2016-01-14
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Firm
Munson Cronick & Assoc LLP
Address
2501 E Chapman 220, Fullerton, CA 92831-3132
Preparer
Charles A Munson CPA
Phone
7144499909
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt014813
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0-6716
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt028423
IRS990ScheduleA/OtherIncome170Grp/TotalAmt054698
IRS990ScheduleA/PublicSupportCY170Pct00.67320
IRS990ScheduleA/PublicSupportPY170Pct00.62330
IRS990ScheduleA/PublicSupportTotal170Amt0204696
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt037263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt033900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt049550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt038618
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045365
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0204696
IRS990ScheduleA/TotalSupportAmt0304044
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07418
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1561
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0JOG SEED MONEY FOR FUTURE PROJECT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PHF CONTRIBUTION
IRS990ScheduleD/TotalLiabilityAmt07979
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017885
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt075516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt075516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt075516
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057631
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017885
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017885
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt08845
IRS990ScheduleI/RecipientTable/CashGrantAmt121100
IRS990ScheduleI/RecipientTable/CashGrantAmt215575
IRS990ScheduleI/RecipientTable/CashGrantAmt316784
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FULLERTON UNION HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROTARY INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SUNNY HILLS HIGH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3TROY HIGH SCHOOL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0201 E CHAPMAN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1ONE ROTARY CENTER 1560 SHERM
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21801 WARBURTON WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32200 DOROTHY LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FULLERTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2FULLERTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3FULLERTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd160201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd292833
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd392831
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX RETURN IS REVIEWED BY THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0317351
IRS990/TotalAssetsEOYAmt0314448
IRS990/TotalAssetsGrp/BOYAmt0317351
IRS990/TotalAssetsGrp/EOYAmt0314448
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt037263
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017672
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt099532
IRS990/TotalFunctionalExpensesGrp/TotalAmt0117204
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010406
IRS990/TotalLiabilitiesEOYAmt07979
IRS990/TotalLiabilitiesGrp/BOYAmt010406
IRS990/TotalLiabilitiesGrp/EOYAmt07979
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0306945
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0306469
IRS990/TotalProgramServiceExpensesAmt099532
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt013583
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08251
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0116728
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0317351
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0314448
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0306945
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0306469
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$314,448
Liabilities
$7,979
Net assets
$306,469
Revenue
$116,728
Expenses
$117,204
Net income
-$476
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