Civic Intelligence

Rotary Club of Beaumont Foundation

EIN 33-0779776 • 501(c)3 • Beaumont, CA

Pub. 78 Eligible990-N CoverageNTEE S80Z

Profile

To support and carry out the charitable and educational functions of the rotary club of beaumont-cherry valley.

PO Box 3006Beaumont, CA 92223

beaumontrotary.com

Siviq Scores

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

Liabilities / Assets

75th percentile

0.07x

Higher debt load relative to assets than 75% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2015

Liabilities / Revenue

82nd percentile

0.11x

Higher debt load relative to revenue than 82% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2015

Net Margin

60th percentile

14%

Higher net margin than 60% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2015

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

NTEE S • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets75th percentile

Assets

$91,284

No earlier filing loaded for comparison.

Liabilities

$6,325

No earlier filing loaded for comparison.

Net Assets

$84,959

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue82nd percentileNet Margin60th percentile

Revenue

$55,001

No earlier filing loaded for comparison.

Expenses

$47,466

No earlier filing loaded for comparison.

Net Income

$7,535

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2015: $91,284Liabilities 2015: $6,325Net Assets 2015: $84,9592015

Highlighted filing

2015

Assets$91,284
Liabilities$6,325
Net Assets$84,959
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2015: $55,001Expenses 2015: $47,466Net Income 2015: $7,5352015

Highlighted filing

2015

Revenue$55,001
Expenses$47,466
Net Income$7,535
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,284
Liabilities
$6,325
Net assets
$84,959
Revenue
$55,001
Expenses
$47,466
Net income
$7,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$91.3$6.33$85.0$55.0$47.5$7.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 13, 2016
Return Version
2014v6.0
Gross Receipts
$69,249
Mission and Program Overview

Mission

To support and carry out the charitable and educational functions of the rotary club of beaumont-cherry valley.

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDS FOR EIGHT HIGH SCHOOL STUDENTS TO ATTEND DISTRICT 5330 ROTARY YOUTH LEADERSHIP AWARDS (RYLA) RETREAT, AWARDED SEVEN SCHOLARSHIPS FOR COLLEGE OR VOCATIONAL SCHOOL TUITION AND EXPENSES, AND PROVIDED SUPPORT TO LOCAL SCHOOLS AND ORGANIZATIONS FOR EDUCATIONAL PROGRAMS AND ACTIVITIES.$47,222$47,222
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ED HIETTPresident-$0--
MARY BRUBAKERTreasurer-$0--
DAVE RECUPERODirector-$0--
KATHRYN WINESSecretary-$0--
LYLE MILLAGEVice Pres-$0--
MATTHEW PISTILLIDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spirit Run$24,688$10,223$14,248$-4,025
Total Events$24,688$10,223$14,248$-4,025
Filing and Contact Details

Filer

Filer Name
Rotary Club of Beaumont Foundation
EIN
33-0779776
Phone
9517699005
Address
PO BOX 3006, BEAUMONT, CA 92223

Signing Officer

Name
Mary F Brubaker
Title
Treasurer
Phone
9517699005
Signed
2016-02-13
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“None scholarships 6,340 0 0 none medical 20,161 0 0”

Form 990-ez, Part I, Line 10

“Beaumont unified school district 350 brookside ave beaumont, ca 92223 9,659 0 0”

Form 990-ez, Part I, Line 16

“Expenses insurance 214 filing fees 30 total 244”

Form 990-ez, Part II, Line 24

“Accounts receivable 4,505 0 endowment fund 47,761 47,216 total 52,266 47,216”

Form 990-ez, Part II, Line 26

“Grants payable 2,945 6,325”

Form 990-ez, Part III

“To support and carry out the charitable and educational functions of the rotary club of beaumont-cherry valley.”

Form 990-ez, Part III, Line 28

“Provided funds for eight high school students to attend district 5330 rotary youth leadership awards (ryla) retreat, awarded seven scholarships for college or vocational school tuition and expenses, and provided support to local schools and organizations for educational programs and activities.”

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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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt047222
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016068
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012938
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08289
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012228
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NONE SCHOLARSHIPS 6,340 0 0 NONE MEDICAL 20,161 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BEAUMONT UNIFIED SCHOOL DISTRICT 350 BROOKSIDE AVE BEAUMONT, CA 92223 9,659 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES INSURANCE 214 FILING FEES 30 TOTAL 244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 4,505 0 ENDOWMENT FUND 47,761 47,216 TOTAL 52,266 47,216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRANTS PAYABLE 2,945 6,325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO SUPPORT AND CARRY OUT THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE ROTARY CLUB OF BEAUMONT-CHERRY VALLEY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROVIDED FUNDS FOR EIGHT HIGH SCHOOL STUDENTS TO ATTEND DISTRICT 5330 ROTARY YOUTH LEADERSHIP AWARDS (RYLA) RETREAT, AWARDED SEVEN SCHOLARSHIPS FOR COLLEGE OR VOCATIONAL SCHOOL TUITION AND EXPENSES, AND PROVIDED SUPPORT TO LOCAL SCHOOLS AND ORGANIZATIONS FOR EDUCATIONAL PROGRAMS AND ACTIVITIES.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
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ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY F BRUBAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09517699005
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF BEAUMONT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0330779776
ReturnHeader/Filer/PhoneNum09517699005
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3006
ReturnHeader/Filer/USAddress/CityNm0BEAUMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092223
ReturnHeader/ReturnTs02016-02-13T19:46:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. NTEE S80Z • <$500k nonprofits