Civic Intelligence

Fullerton Rotary Foundation

990 • Fiscal year 2022 • EIN 33-0506574

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 21, 2022

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

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

8th percentile

-47%

Higher net margin than 8% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

32nd percentile

-4.6%

Faster asset growth than 32% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-71%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$531,899

Down $25,531 (-4.6%) from 2021

Net Assets

Down

$531,899

Down $25,531 (-4.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin8th percentile

Revenue

Down

$54,530

Down $131,086 (-71%) from 2021

Expenses

Up

$80,061

Up $6,297 (+8.5%) from 2021

Net Income

Down

-$25,531

Down $137,383 (-123%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2022

Assets$531,899
Liabilities$0
Net Assets$531,899
Open 2022 Filing

Operations Trend

Revenue Growth3rd 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

2022

Revenue$54,530
Expenses$80,061
Net Income-$25,531
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 21, 2022
Return Version
2021v4.1
Gross Receipts
$114,545
Mission and Program Overview

Mission

Contributions to various charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$465,977$439,032▼ $26,945
Cash and Non-Interest-Bearing Accounts$91,453$92,867▲ $1,414
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$557,430$531,899▼ $25,531
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$557,430$531,899▼ $25,531
Total Net Assets Fund Balance$557,430$531,899▼ $25,531
Total Liabilities and Net Assets / Fund Balance$557,430$531,899▼ $25,531
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Joyce CapellePresident
Bill HiteDirector
Monica FernandezDirector
Zoot VelascoDirector
Dan OuweleenImmed Past Pres
Jim RipleySecretary
Cathy GachTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$101,524
Program Service Revenue
$10,467
Investment Income
$30,926
Other Revenue
$-88,387
All Other Contributions
$101,524
Change in Net Assets
$-25,531
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,590
Other Expenses$16,471
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$63,590--$63,590
Advertising$1,000$2,000-$3,000
Other Expenses$1,100--$1,100
Fees for Services Accounting$550$550-$1,100
Conferences and Meetings-$855-$855
Office Expenses$337$225-$562
Insurance-$392-$392
Fees for Services Other-$139-$139
Total Functional Expenses$75,900$4,161$0$80,061
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fullerton HeritageFullerton, CA--$63,590
Rotary InternationalEvanston, IL--$11,533
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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, 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
Dan Ouweleen
Title
President
Signed
2022-12-21
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 Eisenman & Giangrande LLP
Address
1501 E Orangethorpe Ave Suite 205, Fullerton, CA 92831
Preparer
Charles A Munson CPA
Phone
7144499909
Supplemental Narrative

Additional Explanations

Fullerton Rotary Foundation

“Publically traded securities”

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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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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$531,899
Liabilities
$0
Net assets
$531,899
Revenue
$54,530
Expenses
$80,061
Net income
-$25,531
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