Civic Intelligence

Riverside Rotary Foundation

990EZ • Fiscal year 2018 • EIN 33-0896884

Jul 01, 2017 to Jun 30, 2018 • Filed on May 09, 2019

PO Box 1386Riverside, CA 92501

(951) 784-9552

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

0.16x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

5th percentile

-91%

Higher net margin than 5% 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

41st percentile

-2.0%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

52nd percentile

2.0%

Faster revenue growth than 52% of similar nonprofits.

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

Assets

Down

$435,017

Down $8,836 (-2.0%) from 2017

Net Assets

Up

$431,037

Up $3,151 (+0.7%) from 2017

Liabilities

Down

$3,980

Down $11,987 (-75%) from 2017

Revenue

Up

$24,617

Up $485 (+2.0%) from 2017

Expenses

Down

$47,065

Down $2,230 (-4.5%) from 2017

Net Income

Up

-$22,448

Up $2,715 (+11%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $393,299Liabilities 2012: $737Net Assets 2012: $392,5622012Assets 2013: $403,197Liabilities 2013: $917Net Assets 2013: $402,2802013Assets 2014: $445,124Liabilities 2014: $0Net Assets 2014: $445,1242014Assets 2015: $446,919Liabilities 2015: $910Net Assets 2015: $446,0092015Assets 2016: $434,667Liabilities 2016: $7,523Net Assets 2016: $427,1442016Assets 2017: $443,853Liabilities 2017: $15,967Net Assets 2017: $427,8862017Assets 2018: $435,017Liabilities 2018: $3,980Net Assets 2018: $431,0372018Assets 2019: $454,963Liabilities 2019: $392Net Assets 2019: $454,5712019Assets 2020: $452,779Liabilities 2020: $0Net Assets 2020: $452,7792020Assets 2021: $570,137Liabilities 2021: $0Net Assets 2021: $570,1372021Assets 2022: $536,356Liabilities 2022: $0Net Assets 2022: $536,3562022Assets 2023: $548,686Liabilities 2023: $4,406Net Assets 2023: $544,2802023Assets 2024: $602,539Liabilities 2024: $9,181Net Assets 2024: $593,3582024Assets 2025: $620,708Liabilities 2025: $8,880Net Assets 2025: $611,8282025

Highlighted filing

2018

Assets$435,017
Liabilities$3,980
Net Assets$431,037

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $26,780Expenses 2012: $28,248Net Income 2012: -$1,4682012Revenue 2013: $24,037Expenses 2013: $33,320Net Income 2013: -$9,2832013Revenue 2014: $22,773Expenses 2014: $22,986Net Income 2014: -$2132014Revenue 2015: $54,518Expenses 2015: $38,722Net Income 2015: $15,7962015Revenue 2016: $25,034Expenses 2016: $50,995Net Income 2016: -$25,9612016Revenue 2017: $24,132Expenses 2017: $49,295Net Income 2017: -$25,1632017Revenue 2018: $24,617Expenses 2018: $47,065Net Income 2018: -$22,4482018Revenue 2019: $28,177Expenses 2019: $20,023Net Income 2019: $8,1542019Revenue 2020: $31,447Expenses 2020: $43,906Net Income 2020: -$12,4592020Revenue 2021: $19,568Expenses 2021: $21,752Net Income 2021: -$2,1842021Revenue 2022: $84,884Expenses 2022: $47,182Net Income 2022: $37,7022022Revenue 2023: $94,342Expenses 2023: $86,418Net Income 2023: $7,9242023Revenue 2024: $107,280Expenses 2024: $58,202Net Income 2024: $49,0782024Revenue 2025: $83,063Expenses 2025: $64,593Net Income 2025: $18,4702025

Highlighted filing

2018

Revenue$24,617
Expenses$47,065
Net Income-$22,448
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 9, 2019
Return Version
2017v2.3
Gross Receipts
$28,821
Mission and Program Overview

Mission

To Provide College Scholarships To Deserving Students & To Provide Various Forms Of Assistance To Under Privileged Persons.

To provide college scholarships to deserving students and to provide various formsof assistance to under privileged persons.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS TO HIGH SCHOOL STUDENTS$0$25,000
SUPPORT PROVIDED TO VARIOUS LOCAL, NATIONAL ANDINTERNATIONAL ORGANIZATIONS$0$18,397
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY BAEZPresident-$0--
STEVE CAMPBELLPresident-Elect-$0--
TERRENCE MOYNIHANSecretary-$0--
BRIAN CHRISTENSONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Poinsettia Sales$9,140$9,140$4,204$4,936
Total Events$9,140$9,140$4,204$4,936
Filing and Contact Details

Filer

Filer Name
Riverside Rotary Foundation
EIN
33-0896884
Phone
9517849552
Address
PO BOX 1386, RIVERSIDE, CA 92501

Signing Officer

Name
Brian Christenson
Title
Treasurer
Phone
9517849552
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Christenson Orejel Associates Llp
Address
5005 LA MART DRIVE SUITE 100A, RIVERSIDE, CA 92507
Preparer
Brian Christenson
Phone
9517849552
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest and dividend income. Amount: 7,005.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable contribution. Grantee name: community service projects. Amount given: 9,829.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational contribution. Grantee name: youth service projects. Amount given: 8,317.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational contribution. Grantee name: scholarships. Amount given: 25,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable contribution. Grantee name: international service projects. Amount given: 250. Total included on form 990-ez, line 10: 43,396.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: administrative expenses. Amount: 3,669.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: change in unrealized gain/loss on investments. Amount: 25,599.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments in publicly traded securities. Beg. Of year amount: 367,359. End of year amount: 392,958.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: sales tax payable. Beg. Of year amount: 935. End of year amount: 800. Description: due to riverside rotary club. Beg. Of year amount: 15,032. End of year amount: 3,180.

Raw XML Appendix188 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/BooksInCareOfDetail/PhoneNum09517849552
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY BAEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERRENCE MOYNIHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN CHRISTENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0367359
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0392958
IRS990EZ/OtherChangesInNetAssetsAmt025599
IRS990EZ/OtherExpensesTotalAmt03669
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE COLLEGE SCHOLARSHIPS TO DESERVING STUDENTS AND TO PROVIDE VARIOUS FORMSOF ASSISTANCE TO UNDER PRIVILEGED PERSONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT PROVIDED TO VARIOUS LOCAL, NATIONAL ANDINTERNATIONAL ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS TO HIGH SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018397
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt125000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt04204
IRS990EZ/SpecialEventsNetIncomeLossAmt04936
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt047065
IRS990EZ/TotalProgramServiceExpensesAmt043397
IRS990EZ/TotalRevenueAmt024617
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.RIVERSIDEROTARY.COM
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013842
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt067610
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IRS990ScheduleA/PublicSupportPY170Pct00.69750
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012676
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt067610
IRS990ScheduleA/TotalSupportAmt098993
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04204
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0POINSETTIA SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt09140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09140
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04204
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST AND DIVIDEND INCOME. AMOUNT: 7,005.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CHARITABLE CONTRIBUTION. GRANTEE NAME: COMMUNITY SERVICE PROJECTS. AMOUNT GIVEN: 9,829.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: EDUCATIONAL CONTRIBUTION. GRANTEE NAME: YOUTH SERVICE PROJECTS. AMOUNT GIVEN: 8,317.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: EDUCATIONAL CONTRIBUTION. GRANTEE NAME: SCHOLARSHIPS. AMOUNT GIVEN: 25,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: CHARITABLE CONTRIBUTION. GRANTEE NAME: INTERNATIONAL SERVICE PROJECTS. AMOUNT GIVEN: 250. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 43,396.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 3,669.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS. AMOUNT: 25,599.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: INVESTMENTS IN PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 367,359. END OF YEAR AMOUNT: 392,958.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: SALES TAX PAYABLE. BEG. OF YEAR AMOUNT: 935. END OF YEAR AMOUNT: 800. DESCRIPTION: DUE TO RIVERSIDE ROTARY CLUB. BEG. OF YEAR AMOUNT: 15,032. END OF YEAR AMOUNT: 3,180.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN CHRISTENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09517849552
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RIVERSIDE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RIVE
ReturnHeader/Filer/EIN0330896884
ReturnHeader/Filer/PhoneNum09517849552
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1386
ReturnHeader/Filer/USAddress/CityNm0RIVERSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092501
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C01667BEA6C7BBC32E00982C948B3E3E31A60F14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.41.56.22
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:24:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330770910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTENSON OREJEL ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05005 LA MART DRIVE SUITE 100A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIVERSIDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092507
ReturnHeader/PreparerPersonGrp/PhoneNum09517849552
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN CHRISTENSON
ReturnHeader/ReturnTs02019-05-09T16:25:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.21$0.09$6.12$0.83$0.65$0.18
2024Detailed filing. Detailed filing data is available for this year.$6.03$0.09$5.93$1.07$0.58$0.49
2023Detailed filing. Detailed filing data is available for this year.$5.49$0.04$5.44$0.94$0.86$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.85$0.47$0.38
2021Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.20$0.22$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.31$0.44$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.28$0.20$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.35$0.04$4.31$0.25$0.47$0.22
2017Detailed filing. Detailed filing data is available for this year.$4.44$0.16$4.28$0.24$0.49$0.25
2016Detailed filing. Detailed filing data is available for this year.$4.35$0.08$4.27$0.25$0.51$0.26
2015Detailed filing. Detailed filing data is available for this year.$4.47$0.01$4.46$0.55$0.39$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.23$0.23$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$0.01$4.02$0.24$0.33$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.93$0.01$3.93$0.27$0.28$0.01