Civic Intelligence

Chula Vista Rotary Foundation

990EZ • Fiscal year 2016 • EIN 33-0544219

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 04, 2016

PO Box 626Chula Vista, CA 91912

(619) 934-6107

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

68%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$66,295

Up $7,312 (+12%) from 2015

Net Assets

Up

$66,295

Up $7,312 (+12%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$70,601

Up $28,641 (+68%) from 2015

Expenses

Up

$63,289

Up $27,735 (+78%) from 2015

Net Income

Up

$7,312

Up $906 (+14%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2015: $58,983Net Assets 2015: $58,9832015Assets 2016: $66,295Net Assets 2016: $66,2952016Assets 2017: $71,030Net Assets 2017: $71,0302017Assets 2018: $111,174Net Assets 2018: $111,1742018Assets 2019: $113,904Net Assets 2019: $113,9042019Assets 2020: $160,301Net Assets 2020: $160,3012020Assets 2021: $157,145Net Assets 2021: $157,1452021Assets 2022: $172,095Net Assets 2022: $172,0952022Assets 2023: $408,436Liabilities 2023: $400Net Assets 2023: $408,0362023Assets 2024: $640,190Liabilities 2024: $0Net Assets 2024: $640,1902024Assets 2025: $755,280Liabilities 2025: $0Net Assets 2025: $755,2802025

Highlighted filing

2016

Assets$66,295
Liabilities-
Net Assets$66,295

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2015: $41,960Expenses 2015: $35,554Net Income 2015: $6,4062015Revenue 2016: $70,601Expenses 2016: $63,289Net Income 2016: $7,3122016Revenue 2017: $67,808Expenses 2017: $63,073Net Income 2017: $4,7352017Revenue 2018: $97,651Expenses 2018: $57,507Net Income 2018: $40,1442018Revenue 2019: $42,196Expenses 2019: $39,466Net Income 2019: $2,7302019Revenue 2020: $100,171Expenses 2020: $53,774Net Income 2020: $46,3972020Revenue 2021: $29,668Expenses 2021: $32,824Net Income 2021: -$3,1562021Revenue 2022: $52,206Expenses 2022: $37,256Net Income 2022: $14,9502022Revenue 2023: $278,170Expenses 2023: $42,229Net Income 2023: $235,9412023Revenue 2024: $289,326Expenses 2024: $57,172Net Income 2024: $232,1542024Revenue 2025: $111,692Expenses 2025: $77,719Net Income 2025: $33,9732025

Highlighted filing

2016

Revenue$70,601
Expenses$63,289
Net Income$7,312
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 4, 2016
Return Version
2015v2.0
Gross Receipts
$78,958
Mission and Program Overview

Mission

Assist local charitable organizations, including ymca, boys & girls club, scholarships, and many other community projects.

Program Services

DescriptionGrantsExpenses
PROVIDE ASSISTANCE TO LOCAL CARITABLE ORGANIZATIONS$63,289-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HOFFMANPresident-$0--
BETTY WAZNISPesident Elect-$0--
CARMEN SANDOVALSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Chula Vista Rotary Foundation
EIN
33-0544219
Phone
6199346107
Address
PO BOX 626, CHULA VISTA, CA 91912

Signing Officer

Name
David Hoffman
Title
President
Signed
2016-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Robert Bliss CPA
Address
378 E ST, CHULA VISTA, CA 91910-2680
Preparer
Robert J Bliss
Phone
6195857595
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: COMMUNITY PROJECTS | Donee's Address: P.O.BOX 626 CHULA VISTA CA 91912 | Cash Amount Given: $14996

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: BICYCLES | Donee's Address: 4475 BONITA ROAD BONITAQ CA 91902 | Cash Amount Given: $11995

Grants and Similar Amounts Paid In Excess of $5,000.3

| Donee's Name: INTERNATIONAL PROJECTS | Donee's Address: 4475 BONITA ROAD BONITA CA 91902 | Cash Amount Given: $12973

Grants and Similar Amounts Paid In Excess of $5,000.4

| Donee's Name: SCHOLARSHIPS | Donee's Address: 4475 BONITA ROAD BONITA CA 91902 | Cash Amount Given: $13200

Grants and Similar Amounts Paid In Excess of $5,000.5

| Donee's Name: VARIOUS | Donee's Address: 4475 BONITA ROAD BONITA CA 91902 | Cash Amount Given: $8019

Other Expenses.1002

Office Expenses $2106

Other Assets.1005

Accounts Receivable - Beginning $100 Accounts Receivable - Ending $375

Raw XML Appendix191 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/SubjectToProxyTaxInd0false
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IRS990ScheduleG/LicensedInd0true
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IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0CV FUND RAISER
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: COMMUNITY PROJECTS | Donee's Address: P.O.BOX 626 CHULA VISTA CA 91912 | Cash Amount Given: $14996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: BICYCLES | Donee's Address: 4475 BONITA ROAD BONITAQ CA 91902 | Cash Amount Given: $11995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: INTERNATIONAL PROJECTS | Donee's Address: 4475 BONITA ROAD BONITA CA 91902 | Cash Amount Given: $12973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: SCHOLARSHIPS | Donee's Address: 4475 BONITA ROAD BONITA CA 91902 | Cash Amount Given: $13200
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Grants and Similar Amounts Paid In Excess of $5,000.5
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-04
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ReturnHeader/Filer/EIN0330544219
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ReturnHeader/PreparerPersonGrp/PhoneNum06195857595
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-04T14:15:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings