Civic Intelligence

Fullerton Rotary Foundation

990EZ • Fiscal year 2017 • EIN 33-0506574

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

8.2%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$348,335

Up $26,281 (+8.2%) from 2016

Net Assets

Up

$337,932

Up $28,870 (+9.3%) from 2016

Liabilities

Down

$10,403

Down $2,589 (-20%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin82nd percentile

Revenue

Up

$105,851

Up $12,923 (+14%) from 2016

Expenses

Down

$76,981

Down $13,354 (-15%) from 2016

Net Income

Up

$28,870

Up $26,277 (+1013%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2017

Assets$348,335
Liabilities$10,403
Net Assets$337,932
Open 2017 Filing

Operations Trend

Revenue Growth67th 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

2017

Revenue$105,851
Expenses$76,981
Net Income$28,870
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$135,885
Mission and Program Overview

Mission

Contributions to various charitable organizations

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS$76,272$60,220
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN OUWELEENPresident ElectPT$0--
JEFF HUTCHINSONDirector-$0--
BILL MATHYSecretary-$0--
BILL HITEDirector-$0--
VIMAL SETHTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$24,757$24,757$7,174$17,583
Total Events$24,757$24,757$7,174$17,583
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
Dan Ouweleen
Title
President
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Munson Cronick & Assoc LLP
Address
1501 E Orangethorpe Ave Suite 205, Fullerton, CA 92831
Preparer
Charles A Munson CPA
Phone
7144499909
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Unrealized gain on invest $22504”

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: $16500”

Grants and Similar Amounts Paid In Excess of $5,000.10

“| Donee's Name: SUNNY HILLS HIGH | Donee's Address: 1801 WARBURTON WAY FULLERTON CA 92833 | Cash Amount Given: $6522”

Grants and Similar Amounts Paid In Excess of $5,000.11

“| Donee's Name: TROY HIGH SCHOOL | Donee's Address: 2200 DOROTHY LANE FULLERTON CA 92831 | Cash Amount Given: $7401”

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: $10016”

Other Expenses.1012

“Insurance $115”

Other Expenses.1

“RESERVE $10403”

Other Expenses.2

“PROGRAM EXPENSE $5508”

Other Expenses.4

“CORPORATE FILING $25”

Other Expenses.5

“BANK CHARGES $7”

Total Liabilities.1

“- Beginning $0 - Ending $0”

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President Elect
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
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IRS990EZ/OtherExpensesTotalAmt016058
IRS990EZ/OtherRevenueTotalAmt022504
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS
IRS990EZ/PrintingPublicationsPostageAmt083
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt029049
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt017583
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012992
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05160
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAIN ON INVEST $22504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: ROTARY INTERNATIONAL | Donee's Address: ONE ROTARY CENTER, 1560 SHERMAN AVE EVANSTON IL 60201 | Cash Amount Given: $16500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: SUNNY HILLS HIGH | Donee's Address: 1801 WARBURTON WAY FULLERTON CA 92833 | Cash Amount Given: $6522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: TROY HIGH SCHOOL | Donee's Address: 2200 DOROTHY LANE FULLERTON CA 92831 | Cash Amount Given: $7401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Donee's Name: FULLERTON UNION HIGH SCHOOL | Donee's Address: 201 E. CHAPMAN AVE. FULLERTON CA 92832 | Cash Amount Given: $10016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RESERVE $10403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROGRAM EXPENSE $5508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CORPORATE FILING $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $7
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Grants and Similar Amounts Paid In Excess of $5,000.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1012
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN OUWELEEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FULLERTON ROTARY FOUNDATION
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ReturnHeader/Filer/EIN0330506574
ReturnHeader/Filer/PhoneNum07148718490
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092831
ReturnHeader/PreparerPersonGrp/PhoneNum07144499909
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles A Munson CPA
ReturnHeader/ReturnTs02018-05-15T12:34:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$348,335
Liabilities
$10,403
Net assets
$337,932
Revenue
$105,851
Expenses
$76,981
Net income
$28,870
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