Civic Intelligence

Chula Vista Rotary Foundation

990EZ • Fiscal year 2020 • EIN 33-0544219

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 04, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

87th percentile

46%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

77th percentile

41%

Faster asset growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

137%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$160,301

Up $46,397 (+41%) from 2019

Net Assets

Up

$160,301

Up $46,397 (+41%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Up

$100,171

Up $57,975 (+137%) from 2019

Expenses

Up

$53,774

Up $14,308 (+36%) from 2019

Net Income

Up

$46,397

Up $43,667 (+1600%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

2020

Assets$160,301
Liabilities-
Net Assets$160,301
Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

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

2020

Revenue$100,171
Expenses$53,774
Net Income$46,397
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 4, 2020
Return Version
2019v5.0
Gross Receipts
$102,001
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$53,774-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NEISHA HERNANDEZDirector-$0--
GARY BRYANTDirector-$0--
ZANETA ENCARNACIONDirector-$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
Neisha Hernandez
Title
Director
Signed
2020-11-04
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: 4475 BONITA ROAD CHULA VISTA CA 91902 | Cash Amount Given: $21268”

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: $9045”

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: $6000”

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: $11711”

Other Assets.1005

“Accounts Receivable - Beginning $410 Accounts Receivable - Ending $275”

Raw XML Appendix166 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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0410
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0275
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/GrantsAndAllocationsAmt053774
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01830
IRS990EZ/SpecialEventsNetIncomeLossAmt05690
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt053774
IRS990EZ/TotalProgramServiceExpensesAmt053774
IRS990EZ/TotalRevenueAmt0100171
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt094150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041994
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt082474
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0298644
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0331
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0686
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0331
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0202
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt073
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0686
IRS990ScheduleA/InvestmentIncomeCYPct00.00180
IRS990ScheduleA/InvestmentIncomePYPct00.00120
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt05690
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt029340
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt028963
IRS990ScheduleA/OtherIncome509Grp/TotalAmt079096
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78920
IRS990ScheduleA/PublicSupportPY509Pct00.76180
IRS990ScheduleA/PublicSupportTotal509Amt0298644
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt070601
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0378426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: COMMUNITY PROJECTS | Donee's Address: 4475 BONITA ROAD CHULA VISTA CA 91902 | Cash Amount Given: $21268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: BICYCLES | Donee's Address: 4475 BONITA ROAD BONITAQ CA 91902 | Cash Amount Given: $9045
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: INTERNATIONAL PROJECTS | Donee's Address: 4475 BONITA ROAD BONITA CA 91902 | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: SCHOLARSHIPS | Donee's Address: 4475 BONITA ROAD BONITA CA 91902 | Cash Amount Given: $11711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Receivable - Beginning $410 Accounts Receivable - Ending $275
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/FormAndLineReferenceDesc4Other Assets.1005
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NEISHA HERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-04
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/ReturnTs02020-11-04T15:19:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$160,301
Liabilities
-
Net assets
$160,301
Revenue
$100,171
Expenses
$53,774
Net income
$46,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$1.12$0.78$0.34
2024Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$2.89$0.57$2.32
2023Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$2.78$0.42$2.36
2022Detailed filing. Detailed filing data is available for this year.$1.72$1.72$0.52$0.37$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.57$1.57$0.30$0.33$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.60$1.60$1.00$0.54$0.46
2019Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.42$0.39$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.11$1.11$0.98$0.58$0.40
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.68$0.63$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.71$0.63$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.42$0.36$0.06