Civic Intelligence

Rancho Cucamonga Rotary Club Foundation

EIN 33-0526781 • 501(c)3 • Rancho Cucamonga, CA

Profile

To serve our local and international community, focusing in human health and education issues.

PO Box 2353Rancho Cucamonga, CA 91729

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

17th percentile

-38%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

31st percentile

-21%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

25th percentile

-34%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$36,556

Down $9,892 (-21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$36,556

Down $9,892 (-21%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin17th percentile

Revenue

Down

$24,606

Down $12,730 (-34%) from 2016

Expenses

Up

$33,964

Up $4,169 (+14%) from 2016

Net Income

Down

-$9,358

Down $16,899 (-224%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $10,785Liabilities 2011: $4,292Net Assets 2011: $6,4932011Assets 2013: $28,672Liabilities 2013: $5,877Net Assets 2013: $22,7952013Assets 2014: $18,487Net Assets 2014: $18,4872014Assets 2015: $38,974Liabilities 2015: $0Net Assets 2015: $38,9742015Assets 2016: $46,448Liabilities 2016: $0Net Assets 2016: $46,4482016Assets 2017: $36,556Liabilities 2017: $0Net Assets 2017: $36,5562017

Highlighted filing

2017

Assets$36,556
Liabilities$0
Net Assets$36,556
Open 2017 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KExpenses 2011: $19,1042011Revenue 2013: $42,284Expenses 2013: $35,689Net Income 2013: $6,5952013Revenue 2014: $26,234Expenses 2014: $17,512Net Income 2014: $8,7222014Revenue 2015: $39,656Expenses 2015: $19,330Net Income 2015: $20,3262015Revenue 2016: $37,336Expenses 2016: $29,795Net Income 2016: $7,5412016Revenue 2017: $24,606Expenses 2017: $33,964Net Income 2017: -$9,3582017

Highlighted filing

2017

Revenue$24,606
Expenses$33,964
Net Income-$9,358
Open 2017 Filing

Filings

Most recent year

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

Open filing
Assets
$36,556
Liabilities
$0
Net assets
$36,556
Revenue
$24,606
Expenses
$33,964
Net income
-$9,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$24.6$34.0$9.36
2016Detailed filing. Detailed filing data is available for this year.$46.4$0.00$46.4$37.3$29.8$7.54
2015Detailed filing. Detailed filing data is available for this year.$39.0$0.00$39.0$39.7$19.3$20.3
2014Detailed filing. Detailed filing data is available for this year.$18.5$18.5$26.2$17.5$8.72
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.7$5.88$22.8$42.3$35.7$6.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$4.29$6.49$19.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$24,606
Mission and Program Overview

Mission

To serve community-health and education

Program Services

DescriptionGrantsExpenses
Other program services$10,200$7,563
CHRISTMAS SHOPPING SPREE - CLUB MEMBERS ESCORT CHILDREN TO TARGET STORES TO PURCHASE CHRISTMAS GIFTS-$5,815
INTERACT TEEN LEADERSHIP DEVELOPMENT PROGRAM RUN BY ROTARY-$3,100
HAPPY FEET PROVIDES SHOES FOR THE LESS FORTUNATE CHILDREN-$2,008
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL GOMEZPresident-$0--
JAYNE BURKHOLDERSecretary-$0--
NOELIA CHAPATreasurer-$0--
SUSAN PENNINGTONDirector-$0--
DORALUZ ANCONADirector-$0--
Filing and Contact Details

Filer

Filer Name
Rancho Cucamonga Rotary Club Foundation
EIN
33-0526781
Address
PO BOX 2353, RANCHO CUCAMONGA, CA 91729

Signing Officer

Name
Paul Gomez
Title
President
Phone
9099489990
Signed
2017-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Taxlady
Address
10700 Jersey Blvd Suite 350, Rancho Cucamonga, CA 91730
Preparer
Karen Cole
Phone
9094663644
Supplemental Narrative

Additional Explanations

General explanation attachment

“Organizations primary exempt purpose - part iiito serve our local and international community, focusing in human and education issues.”

Description of other expenses Part I line 16

“Description AmountBANK FEES 35FOUNDATION EXPENSE 4,894INTERNATIONAL SERVICE 10,200PROJECTS 18,485PROFESSIONAL FEES 350”

Other changes in net assets or fund balances Part I line 20

“Description AmountGENERAL FUND ACCOUNT (534)”

Other program services Part III line 31

“Girls tea, mentoring to high school girls at risk of dropping outincludes foreign grants: no program service expenses: $1,795 misc projectsincludes foreign grants: noprogram service expenses: $5,768 provide emergengy shelter and supplies to disaster victimsincludes foreign grants: yes grants: $8,400 provide school supplies to childrenincludes foreign grants: yesgrants: $1,800”

Raw XML Appendix170 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/BooksInCareOfDetail/USAddress/CityNm0Rancho Cucamonga
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091729
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt024606
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046448
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DORALUZ ANCONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-534
IRS990EZ/OtherExpensesTotalAmt033964
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SERVE COMMUNITY-HEALTH AND EDUCATION
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HAPPY FEET PROVIDES SHOES FOR THE LESS FORTUNATE CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2INTERACT TEEN LEADERSHIP DEVELOPMENT PROGRAM RUN BY ROTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033964
IRS990EZ/TotalProgramServiceExpensesAmt018486
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013553
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt013563
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS PRIMARY EXEMPT PURPOSE - PART IIITO SERVE OUR LOCAL AND INTERNATIONAL COMMUNITY, FOCUSING IN HUMAN AND EDUCATION ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBANK FEES 35FOUNDATION EXPENSE 4,894INTERNATIONAL SERVICE 10,200PROJECTS 18,485PROFESSIONAL FEES 350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountGENERAL FUND ACCOUNT (534)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GIRLS TEA, MENTORING TO HIGH SCHOOL GIRLS AT RISK OF DROPPING OUTINCLUDES FOREIGN GRANTS: NO PROGRAM SERVICE EXPENSES: $1,795 MISC PROJECTSINCLUDES FOREIGN GRANTS: NOPROGRAM SERVICE EXPENSES: $5,768 PROVIDE EMERGENGY SHELTER AND SUPPLIES TO DISASTER VICTIMSINCLUDES FOREIGN GRANTS: YES GRANTS: $8,400 PROVIDE SCHOOL SUPPLIES TO CHILDRENINCLUDES FOREIGN GRANTS: YESGRANTS: $1,800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other program services Part III line 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
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ReturnHeader/Filer/EIN0330526781
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ReturnHeader/PreparerPersonGrp/PhoneNum09094663644
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-14T19:35:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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