Liabilities / Assets
57th percentile
Higher debt load relative to assets than 57% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
57th percentile
Higher debt load relative to assets than 57% of similar nonprofits.
Liabilities / Revenue
58th percentile
Higher debt load relative to revenue than 58% of similar nonprofits.
Net Margin
71st percentile
Higher net margin than 71% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
55th percentile
Faster asset growth than 55% of similar nonprofits.
Revenue Growth
88th percentile
Faster revenue growth than 88% of similar nonprofits.
Assets
Up$446,078
Up $31,420 (+7.6%) from 2019
Net Assets
Up$445,578
Up $31,920 (+7.7%) from 2019
Liabilities
Down$500
Down $500 (-50%) from 2019
Revenue
Up$146,363
Up $50,900 (+53%) from 2019
Expenses
Up$114,443
Up $54,327 (+90%) from 2019
Net Income
Down$31,920
Down $3,427 (-9.7%) from 2019
Contributions to various charitable organizations
| Description | Grants | Expenses |
|---|---|---|
| CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS | $92,965 | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOE ARNOLD | Immed Past Pres | - | $0 | - | - |
| JEFF HUTCHINSON | Director | - | $0 | - | - |
| CATHY GACH | Secretary | - | $0 | - | - |
| BILL HITE | Director | - | $0 | - | - |
| VIMAL SETH | Treasurer | - | $0 | - | - |
| DAN OUWELEEN | President | PT | $0 | - | - |
| KEN KAISCH | Pres Elect | - | $0 | - | - |
“| Donee's Name: FULLERTON HERITAGE | Donee's Address: PO BOX 3356 FULLERTON CA 92834 | Cash Amount Given: $20000”
“| Donee's Name: ROTARY SHIELDS | Donee's Address: P.O. BOX 172 FULLERTON CA 92832 | Cash Amount Given: $25246”
“BACK TO SCHOOL $21198”
“Unrealized loss on investmts $17439”
“DONATIONS $13425”
“JOG A THON $10114”
“SOCIALS/GALA EXP $1500”
“TOP 100 $1086”
“Fullerton got talent $146”
“CORPORATE FILING $75”
“CREDIT CARD FEES $18”
“Accounts Payable and Accrued Expenses - Beginning $1000 Accounts Payable and Accrued Expenses - Ending $500”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | TREASURER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7148718490 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 172 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FULLERTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92832 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 414658 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 446078 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 80184 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 34017 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 31920 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3700 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 414658 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 446078 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 650 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 3854 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 45496 |
| IRS990EZ/GrossReceiptsAmt | 0 | 182108 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 12070 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 413658 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 445578 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 413658 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 445578 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JOE ARNOLD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JEFF HUTCHINSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | CATHY GACH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BILL HITE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | VIMAL SETH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | DAN OUWELEEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | KEN KAISCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | IMMED PAST PRES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | PRES ELECT |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 65001 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 246 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 51333 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 92965 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 37871 |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 1728 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -1078 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1000 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 500 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 114443 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 92965 |
| IRS990EZ/TotalRevenueAmt | 0 | 146363 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/CommunityTrustInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 80184 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 19265 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 48522 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 79172 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 67064 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 294207 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 12070 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 16072 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 13018 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5160 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 14251 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 60571 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | -13586 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1428 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 12977 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 22715 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | -16272 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 7262 |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.81260 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.77350 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 294207 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 80184 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 19265 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 48522 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 79172 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 67064 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 294207 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 362040 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Donee's Name: FULLERTON HERITAGE | Donee's Address: PO BOX 3356 FULLERTON CA 92834 | Cash Amount Given: $20000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Donee's Name: ROTARY SHIELDS | Donee's Address: P.O. BOX 172 FULLERTON CA 92832 | Cash Amount Given: $25246 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | BACK TO SCHOOL $21198 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | UNREALIZED LOSS ON INVESTMTS $17439 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DONATIONS $13425 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | JOG A THON $10114 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | SOCIALS/GALA EXP $1500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | TOP 100 $1086 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | FULLERTON GOT TALENT $146 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | CORPORATE FILING $75 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | CREDIT CARD FEES $18 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Accounts Payable and Accrued Expenses - Beginning $1000 Accounts Payable and Accrued Expenses - Ending $500 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Grants and Similar Amounts Paid In Excess of $5,000.55 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Total Liabilities.1001 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAN OUWELEEN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-05-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FULLERTON ROTARY FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FULL |
| ReturnHeader/Filer/EIN | 0 | 330506574 |
| ReturnHeader/Filer/PhoneNum | 0 | 7148718490 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 172 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | FULLERTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92832 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 330611128 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Munson Eisenman & Giangrande LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1501 E Orangethorpe Ave Suite 205 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Fullerton |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92831 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7144499909 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Charles A Munson CPA |
| ReturnHeader/ReturnTs | 0 | 2021-05-03T19:52:59-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.