Civic Intelligence

Lake Arrowhead Rotary Foundation

990 • Fiscal year 2017 • EIN 33-0628741

Jul 01, 2016 to Jun 30, 2017 • Filed on Jun 26, 2018

Organization ProfileN/A

View Organization Page

PO Box 686Lake Arrowhead, CA 92352

(626) 222-0505

Siviq Scores

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

Liabilities / Assets

44th percentile

0.02x

Higher debt load relative to assets than 44% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.26x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

37th percentile

-0.4%

Higher net margin than 37% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

35th percentile

-1.3%

Faster asset growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$975,615

Down $12,359 (-1.3%) from 2016

Net Assets

Down

$955,520

Down $348 (-0.0%) from 2016

Liabilities

Down

$20,095

Down $12,011 (-37%) from 2016

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin37th percentile

Revenue

Down

$77,957

Down $13,214 (-14%) from 2016

Expenses

Down

$78,305

Down $10,932 (-12%) from 2016

Net Income

Down

-$348

Down $2,282 (-118%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $948,770Liabilities 2013: $61,213Net Assets 2013: $887,5572013Assets 2014: $1,021,761Liabilities 2014: $48,760Net Assets 2014: $973,0012014Assets 2015: $1,001,905Liabilities 2015: $47,971Net Assets 2015: $953,9342015Assets 2016: $987,974Liabilities 2016: $32,106Net Assets 2016: $955,8682016Assets 2017: $975,615Liabilities 2017: $20,095Net Assets 2017: $955,5202017Assets 2018: $1,054,265Liabilities 2018: $23,314Net Assets 2018: $1,030,9512018Assets 2019: $1,080,814Liabilities 2019: $20,900Net Assets 2019: $1,059,9142019Assets 2020: $1,033,508Liabilities 2020: $23,934Net Assets 2020: $1,009,5742020Assets 2021: $1,186,708Liabilities 2021: $15,334Net Assets 2021: $1,171,3742021Assets 2022: $1,080,545Liabilities 2022: $22,932Net Assets 2022: $1,057,6132022Assets 2023: $1,100,434Liabilities 2023: $17,374Net Assets 2023: $1,083,0602023Assets 2024: $1,167,205Liabilities 2024: $34,949Net Assets 2024: $1,132,2562024Assets 2025: $1,271,224Liabilities 2025: $39,520Net Assets 2025: $1,231,7042025

Highlighted filing

2017

Assets$975,615
Liabilities$20,095
Net Assets$955,520
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

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

$300K$200K$100K$0-$100KExpenses 2013: $115,5052013Revenue 2014: $121,598Expenses 2014: $120,197Net Income 2014: $1,4012014Revenue 2015: $118,434Expenses 2015: $100,353Net Income 2015: $18,0812015Revenue 2016: $91,171Expenses 2016: $89,237Net Income 2016: $1,9342016Revenue 2017: $77,957Expenses 2017: $78,305Net Income 2017: -$3482017Revenue 2018: $266,778Expenses 2018: $154,759Net Income 2018: $112,0192018Revenue 2019: $130,696Expenses 2019: $84,787Net Income 2019: $45,9092019Revenue 2020: $95,496Expenses 2020: $129,941Net Income 2020: -$34,4452020Revenue 2021: $66,553Expenses 2021: $37,559Net Income 2021: $28,9942021Revenue 2022: $189,102Expenses 2022: $94,263Net Income 2022: $94,8392022Revenue 2023: $150,600Expenses 2023: $153,469Net Income 2023: -$2,8692023Revenue 2024: $103,921Expenses 2024: $92,876Net Income 2024: $11,0452024Revenue 2025: $77,376Expenses 2025: $80,002Net Income 2025: -$2,6262025

Highlighted filing

2017

Revenue$77,957
Expenses$78,305
Net Income-$348
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jun 26, 2018
Return Version
2016v3.0
Gross Receipts
$109,841
Mission and Program Overview

Mission

The organization raises money in the community in order to fund local charities and provide scholarships to the youth of the area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$955,868$955,520▼ $348
Investments in Publicly Traded Securities$902,936$890,936▼ $12,000
Cash and Non-Interest-Bearing Accounts$70,780$70,743▼ $37
Accounts Receivable$3,240$4,213▲ $973
Inventories for Sale or Use$3,302$3,302→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$987,974$975,615▼ $12,359
Other Assets Total$7,716$6,421▼ $1,295
Liabilities
Grants Payable$32,096$19,246▼ $12,850
Accounts Payable and Accrued Expenses$10$849▲ $839
Total Liabilities$32,106$20,095▼ $12,011
Net Assets / Fund Balance
Total Net Assets Fund Balance$955,868$955,520▼ $348
Total Liabilities and Net Assets / Fund Balance$987,974$975,615▼ $12,359

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,000$1,000
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Richard LavinPast President
Alylene PopkaDirector
Angela YapDirector
Bob GladwellDirector
Jack WinstenDirector
Norton MarksDirector
Peter VenturiniDirector
Terry EbertDirector
Cherryl MoxleyPres Elect
Sheila Ben HurPres Elect
Alena CalderonSecretary
Barry HoyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$77,957
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,287
Change in Net Assets
$-348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$45,795
Other Expenses$32,510
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$43,270--$43,270
Fees for Services Accounting-$4,658-$4,658
All Other Expenses$812$3,175-$3,987
Other Expenses$4,921$3,000-$3,000
Grants to Domestic Individuals$2,525--$2,525
Advertising-$631-$631
Total Functional Expenses$66,841$11,464$0$78,305
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Csusb Mountains Community Scholarship SocietySan Bernardino, CA-Community Student Scholarships$5,805
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$31,884
Fundraising Gross Income$31,884
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Art & Wine Festival$69,766$29,702$29,702$0
Polarotary Bear$37,788$2,182$2,182$0
Total Events$107,554$31,884$31,884$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 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

“No review was or will be conducted.”

Form 990, Part VI, Section C, line 19

“Upon written request the Organization will make available the governing documents, policies and financial statements.”

Filing and Contact Details

Filer

Filer Name
Lake Arrowhead Rotary Foundation
EIN
33-0628741
Phone
6262220505
Address
PO BOX 686, LAKE ARROWHEAD, CA 92352

Signing Officer

Name
Dennis Brown
Title
Treasurer
Phone
6262220505
Signed
2018-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Brown
Formed
1994
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Firm
Smith Marion & Co LLP
Address
28200 Highway 189 2-210, Lake Arrowhead, CA 92352
Preparer
Peter Wesch
Phone
9093378428
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an organization, management believes that all of the positions taken by the Organization in its federal and state income tax returns are more likely than not to be sustained upon examination. The Organization files returns in the US Federal jurisdiction and the State of California.The Organization's federal income tax returns for tax years 2010 and beyond remain subject to examination by the Internal Revenue Service. The Organization's California income tax returns for 2009 and beyond remain subject to examination by the Franchise Tax Board.”

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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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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt054302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt058311
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt063169
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0344910
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt064132
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt063287
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt023421
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0150840
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt026302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036871
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048158
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0183334
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt064132
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt063287
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt023421
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0150840
IRS990ScheduleA/InvestmentIncomeCYPct00.22210
IRS990ScheduleA/InvestmentIncomePYPct00.25160
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77790
IRS990ScheduleA/PublicSupportPY509Pct00.74840
IRS990ScheduleA/PublicSupportTotal509Amt0528244
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0109841
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0117473
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt094421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt095182
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0111327
IRS990ScheduleA/Total509Grp/TotalAmt0528244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0109841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0117473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0158553
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0158469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0134748
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0679084
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01000
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01000
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an organization, management believes that all of the positions taken by the Organization in its federal and state income tax returns are more likely than not to be sustained upon examination. The Organization files returns in the US Federal jurisdiction and the State of California.The Organization's federal income tax returns for tax years 2010 and beyond remain subject to examination by the Internal Revenue Service. The Organization's California income tax returns for 2009 and beyond remain subject to examination by the Franchise Tax Board.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt075670
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt040064
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt035606
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031884
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Art & Wine Festival
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Polarotary Bear
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069766
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt037788
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0107554
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031884
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031884
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029702
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02182
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05805
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COMMUNITY STUDENT SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CSUSB MOUNTAINS COMMUNITY SCHOLARSHIP SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0452255077
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt092407 UNIVERSITY PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN BERNARDINO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092407
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon written request the Organization will make available the governing documents, policies and financial statements.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0987974
IRS990/TotalAssetsEOYAmt0975615
IRS990/TotalAssetsGrp/BOYAmt0987974
IRS990/TotalAssetsGrp/EOYAmt0975615
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt077957
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011464
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt066841
IRS990/TotalFunctionalExpensesGrp/TotalAmt078305
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt032106
IRS990/TotalLiabilitiesEOYAmt020095
IRS990/TotalLiabilitiesGrp/BOYAmt032106
IRS990/TotalLiabilitiesGrp/EOYAmt020095
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0955868
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0955520
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt066841
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt077957
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0987974
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0975615
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 686
IRS990/USAddress/CityNm0LAKE ARROWHEAD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092352
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06262220505
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE ARROWHEAD ROTARY FOUNDATION

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$975,615
Liabilities
$20,095
Net assets
$955,520
Revenue
$77,957
Expenses
$78,305
Net income
-$348
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.27$0.04$1.23$0.08$0.08$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.03$1.13$0.10$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.02$1.08$0.15$0.15$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.02$1.06$0.19$0.09$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.02$1.17$0.07$0.04$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.02$1.01$0.10$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.02$1.06$0.13$0.08$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.02$1.03$0.27$0.15$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.02$0.96$0.08$0.08$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.03$0.96$0.09$0.09$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.05$0.95$0.12$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.05$0.97$0.12$0.12$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.06$0.89$0.12