Civic Intelligence

Fullerton Rotary Foundation

990 • Fiscal year 2024 • EIN 33-0506574

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

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

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

88th percentile

45%

Higher net margin than 88% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

69th percentile

14%

Faster asset growth than 69% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

8.1%

Faster revenue growth than 50% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$714,409

Up $88,790 (+14%) from 2023

Net Assets

Up

$714,409

Up $88,790 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin88th percentile

Revenue

Up

$196,712

Up $14,739 (+8.1%) from 2023

Expenses

Up

$107,367

Up $19,116 (+22%) from 2023

Net Income

Down

$89,345

Down $4,377 (-4.7%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2024

Assets$714,409
Liabilities$0
Net Assets$714,409
Open 2024 Filing

Operations Trend

Revenue Growth50th 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

2024

Revenue$196,712
Expenses$107,367
Net Income$89,345
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$202,570
Mission and Program Overview

Mission

Contributions to various charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$470,111$593,231▲ $123,120
Cash and Non-Interest-Bearing Accounts$155,508$121,178▼ $34,330
Total Assets$625,619$714,409▲ $88,790
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$625,619$714,409▲ $88,790
Total Net Assets Fund Balance$625,619$714,409▲ $88,790
Total Liabilities and Net Assets / Fund Balance$625,619$714,409▲ $88,790

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$22,005--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Jim RipleyPast President
Joyce CapellePresident
Monica FernandezDirector
Bill HiteOfficer
Cathy GachOfficer
Joe LinsOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$141,280
Program Service Revenue
$12,901
Investment Income
$9,877
Other Revenue
$32,654
All Other Contributions
$141,280
Change in Net Assets
$89,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,407
Grants and Similar Amounts Paid$11,960
Total Fundraising Expense$9,060
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,960--$11,960
Other Expenses$7,956-$9,060$7,956
All Other Expenses$2,821$761-$3,582
Advertising$1,625$1,625-$3,250
Conferences and Meetings$575--$575
Total Functional Expenses$95,921$2,386$9,060$107,367
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
OC UnitedFullerton, CA-Matching grant$10,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Section B, line 11B

“Tax return will be reviewed by the Governing Board.”

Form 990, Part VI, Section C, line 18

“Available upon request”

Form 990, Part VI, Section C, line 19

“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
Cathy Gach
Title
President
Phone
7148718490
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joyce Capelle
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Munson Eisenman Group LLP CPAs
Address
1501 E Orangethorpe Ave Ste 210, Fullerton, CA 92831
Preparer
Charles A Munson CPA
Phone
7144499909
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Difference in Net assets -555.”

Raw XML Appendix358 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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IRS990/LoanOutstandingInd00
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IRS990/LocalChaptersInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Tax return will be reviewed by the Governing Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Difference in Net assets -555.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0141280
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09060
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02386
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt095921
IRS990/TotalFunctionalExpensesGrp/TotalAmt0107367
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0625619
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0714409
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt095921
IRS990/TotalProgramServiceRevenueAmt012901
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt055432
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0196712
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0625619
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0714409
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Cathy Gach
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07148718490
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fullerton Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FULL
ReturnHeader/Filer/EIN0330506574
ReturnHeader/Filer/PhoneNum07148718490
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 172
ReturnHeader/Filer/USAddress/CityNm0Fullerton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092832
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330611128
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Munson Eisenman Group LLP CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01501 E Orangethorpe Ave Ste 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092831
ReturnHeader/PreparerPersonGrp/PhoneNum07144499909
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles A Munson CPA
ReturnHeader/ReturnTs02024-11-13T18:22:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$714,409
Liabilities
$0
Net assets
$714,409
Revenue
$196,712
Expenses
$107,367
Net income
$89,345
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