Civic Intelligence

Fullerton Rotary Foundation

990EZ • Fiscal year 2016 • EIN 33-0506574

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 01, 2017

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

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

52nd percentile

2.4%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$322,054

Up $7,606 (+2.4%) from 2015

Net Assets

Up

$309,062

Up $2,593 (+0.8%) from 2015

Liabilities

Up

$12,992

Up $5,013 (+63%) from 2015

Revenue

Down

$92,928

Down $23,800 (-20%) from 2015

Expenses

Down

$90,335

Down $26,869 (-23%) from 2015

Net Income

Up

$2,593

Up $3,069 (+645%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$322,054
Liabilities$12,992
Net Assets$309,062

Operations Trend

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

2016

Revenue$92,928
Expenses$90,335
Net Income$2,593
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 1, 2017
Return Version
2015v3.0
Gross Receipts
$127,309
Mission and Program Overview

Mission

Contributions to various charitable organizations

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS$71,513$58,193
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VERN ANDREWSPresidentPT$0--
TERRI GRASSIDirector-$0--
BILL MATHYSecretary-$0--
BILL HITEDirector-$0--
VIMAL SETHTreasurer-$0--
DAN OUWELEENBoard Member-$0--
BILL SCHENKBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$16,580$16,580$5,490$11,090
Total Events$16,580$16,580$5,490$11,090
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
President
Signed
2017-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Munson Cronick & Assoc LLP
Address
2501 E Chapman 220, Fullerton, CA 92831-3132
Preparer
Charles A Munson CPA
Phone
7144499909
Supplemental Narrative

Additional Explanations

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

| Donee's Name: ROTARY INTERNATIONAL | Donee's Address: ONE ROTARY CENTER, 1560 SHERMAN AVE EVANSTON IL 60201 | Cash Amount Given: $19024

Grants and Similar Amounts Paid In Excess of $5,000.13

| Donee's Name: FULLERTON UNION HIGH SCHOOL | Donee's Address: 201 E. CHAPMAN AVE. FULLERTON CA 92832 | Cash Amount Given: $7062

Grants and Similar Amounts Paid In Excess of $5,000.26

| Donee's Name: MISC | Donee's Address: P.O. BOX 172 FULLERTON CA 92832 | Cash Amount Given: $22546

Other Expenses.1

Unrealized loss on invest $16795

Other Expenses.2

RESERVE $12942

Other Expenses.5

CORPORATE FILING $50

Other Expenses.6

BANK CHARGES $6

Total Liabilities.1

PHF CONTRIBUTION - Beginning $561 PHF CONTRIBUTION - Ending $0

Total Liabilities.2

JOG SEED MONEY FOR FUTURE PROJECT - Beginning $7418 JOG SEED MONEY FOR FUTURE PROJECT - Ending $12992

Raw XML Appendix196 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: ROTARY INTERNATIONAL | Donee's Address: ONE ROTARY CENTER, 1560 SHERMAN AVE EVANSTON IL 60201 | Cash Amount Given: $19024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: FULLERTON UNION HIGH SCHOOL | Donee's Address: 201 E. CHAPMAN AVE. FULLERTON CA 92832 | Cash Amount Given: $7062
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED LOSS ON INVEST $16795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RESERVE $12942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CORPORATE FILING $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $6
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/PreparerPersonGrp/PhoneNum07144499909
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ReturnHeader/ReturnTs02017-02-01T15:51:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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