Civic Intelligence

Charitable Foundation of the Rotary Club of Chino

990EZ • Fiscal year 2017 • EIN 33-0922283

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Organization ProfileN/A
PO Box 116Chino, CA 91708

(909) 944-6465

Siviq Scores

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

Liabilities / Assets

74th percentile

0.06x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.30x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

35th percentile

-5.2%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

18th percentile

-29%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$85,915

Down $4,693 (-5.2%) from 2016

Net Assets

Down

$80,615

Down $3,143 (-3.8%) from 2016

Liabilities

Down

$5,300

Down $1,550 (-23%) from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin17th percentile

Revenue

Down

$17,935

Down $7,190 (-29%) from 2016

Expenses

Up

$21,078

Up $1,015 (+5.1%) from 2016

Net Income

Down

-$3,143

Down $8,205 (-162%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$100K$50K$0Assets 2014: $79,646Liabilities 2014: $4,100Net Assets 2014: $75,5462014Assets 2015: $87,796Liabilities 2015: $9,100Net Assets 2015: $78,6962015Assets 2016: $90,608Liabilities 2016: $6,850Net Assets 2016: $83,7582016Assets 2017: $85,915Liabilities 2017: $5,300Net Assets 2017: $80,6152017Assets 2018: $84,327Liabilities 2018: $5,950Net Assets 2018: $78,3772018Assets 2019: $64,727Liabilities 2019: $5,450Net Assets 2019: $59,2772019Assets 2020: $41,784Liabilities 2020: $5,450Net Assets 2020: $36,3342020Assets 2021: $39,612Liabilities 2021: $5,450Net Assets 2021: $34,1622021Assets 2022: $38,737Net Assets 2022: $38,7372022Assets 2023: $31,221Net Assets 2023: $31,2212023

Highlighted filing

2017

Assets$85,915
Liabilities$5,300
Net Assets$80,615
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

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

$40K$20K$0-$20K-$40KRevenue 2014: $29,507Expenses 2014: $23,497Net Income 2014: $6,0102014Revenue 2015: $26,377Expenses 2015: $23,227Net Income 2015: $3,1502015Revenue 2016: $25,125Expenses 2016: $20,063Net Income 2016: $5,0622016Revenue 2017: $17,935Expenses 2017: $21,078Net Income 2017: -$3,1432017Revenue 2018: $23,139Expenses 2018: $25,377Net Income 2018: -$2,2382018Revenue 2019: $5,340Expenses 2019: $24,440Net Income 2019: -$19,1002019Revenue 2020: $4,073Expenses 2020: $27,016Net Income 2020: -$22,9432020Revenue 2021: $6,324Expenses 2021: $8,496Net Income 2021: -$2,1722021Revenue 2022: $8,490Expenses 2022: $9,365Net Income 2022: -$8752022Revenue 2023: -$6,572Expenses 2023: $5,497Net Income 2023: -$12,0692023

Highlighted filing

2017

Revenue$17,935
Expenses$21,078
Net Income-$3,143
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$22,805
Mission and Program Overview

Mission

Provide contributions and support to community organizations.

Provide contributions and support to community organizations

Program Services

DescriptionGrantsExpenses
GRANTS AND AWARDS MADE TO CIVIC AND CHARITABLE ORGANIZATIONS FOR EDUCATIONAL AND CHARITABLE PURPOSES$21,078$21,078
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE BRIGHTChairman-$0--
MELINDA ROBBINSDirector-$0--
ART PLOURDETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Auction$22,019$22,019$4,870$17,149
Total Events$22,019$22,019$4,870$17,149
Filing and Contact Details

Filer

Filer Name
Charitable Foundation of the
EIN
33-0922283
Address
PO BOX 116, CHINO, CA 91708

Signing Officer

Name
Dale Bright
Title
Chairman
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Bowen Mcbeth Inc
Address
10722 ARROW RTE STE 110, RANCHO CUCAMONGA, CA 91730-4840
Preparer
Jeff L Werner
Phone
9099446465
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Community organizations 21,078 0 0”

Form 990-ez, Part II, Line 26

“Grants payable 6,850 5,300”

Raw XML Appendix140 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JEFF WERNER
IRS990EZ/BooksInCareOfDetail/PhoneNum09099446465
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010722 ARROW RTE 110
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RANCHO CUCAMONGA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091730
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090608
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085915
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0754
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3143
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090608
IRS990EZ/Form990TotalAssetsGrp/EOYAmt085915
IRS990EZ/FundraisingGrossIncomeAmt022019
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021078
IRS990EZ/GrossReceiptsAmt022805
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt032
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt083758
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080615
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt083758
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080615
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DALE BRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELINDA ROBBINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ART PLOURDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE CONTRIBUTIONS AND SUPPORT TO COMMUNITY ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS AND AWARDS MADE TO CIVIC AND CHARITABLE ORGANIZATIONS FOR EDUCATIONAL AND CHARITABLE PURPOSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021078
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021078
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04870
IRS990EZ/SpecialEventsNetIncomeLossAmt017149
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06850
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05300
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021078
IRS990EZ/TotalProgramServiceExpensesAmt021078
IRS990EZ/TotalRevenueAmt017935
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0754
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt094
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt022051
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99070
IRS990ScheduleA/PublicSupportPY170Pct00.98720
IRS990ScheduleA/PublicSupportTotal170Amt010025
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0754
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02595
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01170
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05256
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010025
IRS990ScheduleA/TotalSupportAmt010119
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04870
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022019
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022019
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022019
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022019
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017149
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04870
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY ORGANIZATIONS 21,078 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS PAYABLE 6,850 5,300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE BRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARITABLE FOUNDATION OF THE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY CLUB OF CHINO
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0330922283
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 116
ReturnHeader/Filer/USAddress/CityNm0CHINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091708
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05BB59EB5204E39915A54038F6566C4751BEC4040
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05BB59EB5204E39915A54038F6566C4751BEC4040
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953655325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWEN MCBETH INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010722 ARROW RTE STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917304840
ReturnHeader/PreparerPersonGrp/PhoneNum09099446465
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF L WERNER
ReturnHeader/ReturnTs02017-11-13T10:39:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$85,915
Liabilities
$5,300
Net assets
$80,615
Revenue
$17,935
Expenses
$21,078
Net income
-$3,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$31.2$31.2$6.57$5.50$12.1
2022Detailed filing. Detailed filing data is available for this year.$38.7$38.7$8.49$9.37$0.88
2021Detailed filing. Detailed filing data is available for this year.$39.6$5.45$34.2$6.32$8.50$2.17
2020Detailed filing. Detailed filing data is available for this year.$41.8$5.45$36.3$4.07$27.0$22.9
2019Detailed filing. Detailed filing data is available for this year.$64.7$5.45$59.3$5.34$24.4$19.1
2018Detailed filing. Detailed filing data is available for this year.$84.3$5.95$78.4$23.1$25.4$2.24
2017Detailed filing. Detailed filing data is available for this year.$85.9$5.30$80.6$17.9$21.1$3.14
2016Detailed filing. Detailed filing data is available for this year.$90.6$6.85$83.8$25.1$20.1$5.06
2015Detailed filing. Detailed filing data is available for this year.$87.8$9.10$78.7$26.4$23.2$3.15
2014Detailed filing. Detailed filing data is available for this year.$79.6$4.10$75.5$29.5$23.5$6.01