Civic Intelligence

Chula Vista Rotary Foundation

990EZ • Fiscal year 2018 • EIN 33-0544219

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 29, 2018

Organization ProfileN/A
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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

86th percentile

57%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$111,174

No earlier filing loaded for comparison.

Net Assets

$111,174

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

$97,651

No earlier filing loaded for comparison.

Expenses

$57,507

No earlier filing loaded for comparison.

Net Income

$40,144

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$150K$100K$50K$0Assets 2018: $111,174Net Assets 2018: $111,1742018

Highlighted filing

2018

Assets$111,174
Liabilities-
Net Assets$111,174
Open 2018 Filing

Operations Trend

Revenue Growth84th percentile

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

$100K$50K$0Revenue 2018: $97,651Expenses 2018: $57,507Net Income 2018: $40,1442018

Highlighted filing

2018

Revenue$97,651
Expenses$57,507
Net Income$40,144
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 29, 2018
Return Version
2017v2.2
Gross Receipts
$105,286
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$65,143-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HOFFMANTrustee-$0--
BETTY WAZNISPast President\-$0--
CARMEN SANDOVALPresident-$0--
Dan DredlaPresident-Elect-$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
Dan Dredla
Title
President-elect
Signed
2018-10-29
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: 4475 BONITA ROAD CHULA VISTA CA 91902 | Cash Amount Given: $12486”

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: $14584”

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: $9794”

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: $12000”

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

“| Donee's Name: LEAD/RYLA/YOUTH | Donee's Address: 4475 BONITA ROAD BONITA CA 91902 | Cash Amount Given: $7643”

Raw XML Appendix189 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/OfficerDirectorTrusteeEmplGrp/PersonNm2CARMEN SANDOVAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dan Dredla
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1past president\
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President-elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSIST LOCAL CHARITABLE ORGANIZATIONS, INCLUDING YMCA, BOYS & GIRLS CLUB, SCHOLARSHIPS, AND MANY OTHER COMMUNITY PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ASSISTANCE TO LOCAL CARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt065143
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07635
IRS990EZ/SpecialEventsNetIncomeLossAmt015104
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057507
IRS990EZ/TotalProgramServiceExpensesAmt065143
IRS990EZ/TotalRevenueAmt097651
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt082474
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt041605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt036161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0238121
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt073
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt073
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0218
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt015103
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt029340
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt028963
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt02467
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt011267
IRS990ScheduleA/OtherIncome509Grp/TotalAmt087140
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.73160
IRS990ScheduleA/PublicSupportPY509Pct00.66390
IRS990ScheduleA/PublicSupportTotal509Amt0238121
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082474
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039460
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036161
IRS990ScheduleA/Total509Grp/TotalAmt0238121
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt097650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067808
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047460
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0325479
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt07635
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IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/StatesWhereGamingConductedCd0CA
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: 4475 BONITA ROAD CHULA VISTA CA 91902 | Cash Amount Given: $12486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: BICYCLES | Donee's Address: 4475 BONITA ROAD BONITAQ CA 91902 | Cash Amount Given: $14584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: INTERNATIONAL PROJECTS | Donee's Address: 4475 BONITA ROAD BONITA CA 91902 | Cash Amount Given: $9794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: SCHOLARSHIPS | Donee's Address: 4475 BONITA ROAD BONITA CA 91902 | Cash Amount Given: $12000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Donee's Name: LEAD/RYLA/YOUTH | Donee's Address: 4475 BONITA ROAD BONITA CA 91902 | Cash Amount Given: $7643
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
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
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dan Dredla
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President-elect
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHULA VISTA ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHUL
ReturnHeader/Filer/EIN0330544219
ReturnHeader/Filer/PhoneNum06199346107
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 626
ReturnHeader/Filer/USAddress/CityNm0CHULA VISTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091912
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840722634
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT BLISS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0378 E ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHULA VISTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0919102680
ReturnHeader/PreparerPersonGrp/PhoneNum06195857595
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J BLISS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-29T14:46:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,174
Liabilities
-
Net assets
$111,174
Revenue
$97,651
Expenses
$57,507
Net income
$40,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$1.11$1.11$0.98$0.58$0.40