Civic Intelligence

Montebello Rotary Endowment Fund Inc.

990EZ • Fiscal year 2016 • EIN 42-1730859

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

Organization Profile
P O Box 282Montebello, CA 90640

(310) 508-6139

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-53%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-6.6%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

54%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$233,837

Down $16,573 (-6.6%) from 2015

Net Assets

Down

$233,837

Down $16,573 (-6.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin8th percentile

Revenue

Up

$31,030

Up $10,881 (+54%) from 2015

Expenses

Up

$47,603

Up $42,693 (+870%) from 2015

Net Income

Down

-$16,573

Down $31,812 (-209%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$300K$200K$100K$0Assets 2013: $219,711Liabilities 2013: $02013Assets 2014: $235,171Liabilities 2014: $0Net Assets 2014: $235,1712014Assets 2015: $250,410Liabilities 2015: $0Net Assets 2015: $250,4102015Assets 2016: $233,837Liabilities 2016: $0Net Assets 2016: $233,8372016Assets 2017: $256,823Liabilities 2017: $0Net Assets 2017: $256,8232017

Highlighted filing

2016

Assets$233,837
Liabilities$0
Net Assets$233,837
Open 2016 Filing

Operations Trend

Revenue Growth87th percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $677Expenses 2013: $5,864Net Income 2013: -$5,1872013Revenue 2014: $20,460Expenses 2014: $5,000Net Income 2014: $15,4602014Revenue 2015: $20,149Expenses 2015: $4,910Net Income 2015: $15,2392015Revenue 2016: $31,030Expenses 2016: $47,603Net Income 2016: -$16,5732016Revenue 2017: $26,319Expenses 2017: $3,333Net Income 2017: $22,9862017

Highlighted filing

2016

Revenue$31,030
Expenses$47,603
Net Income-$16,573
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$31,030
Mission and Program Overview

Mission

Civic charitable contribution

Program Services

DescriptionGrantsExpenses
Grants for educational and civic improvements purposes$7,100-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathy SchlotzSecretary-$0--
Bernadette HenselVice Chair-$0--
Sushma PatelChair-$0--
Filing and Contact Details

Filer

Filer Name
Montebello Rotary Endowment Fund In
EIN
42-1730859
Address
P O Box 282, Montebello, CA 90640

Signing Officer

Name
Sushma Patel
Title
Officer
Signed
2017-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Ilma V Avila CPA
Address
1607 Paramount Blvd, Montebello, CA 90640
Preparer
Ilma V Avila
Phone
3238882865
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity CASA HOGAR BUENA VISTA Grantee CASA HOGAR BUENA VISTA Street MONTEBELLO City, State, Zip Montebello, CA 90640Amount 2,500Activity ETHICS ESSAY CONTEST Grantee VARIOUS STUDENTS Street MONTEBELLO UNIFIED SCHOOL DISTRICT City, State, Zip Montebello, CA 90640Amount 4,500Activity ALS GOLDEN WEST Grantee ALS GOLDEN WEST Street MONTEBELLO City, State, Zip MONTEBELLO, CA 90640Amount 100”

Description of other expenses Part I line 16

“Description AmountUnrealized Loss 12,427Prior Year adjustment 26,524”

Raw XML Appendix149 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Jack Gabig
IRS990EZ/BooksInCareOfDetail/PhoneNum03105086139
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07039 Vera Terracne
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Gabriel
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091775
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0250410
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0233837
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026524
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16573
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01542
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt07100
IRS990EZ/GrossReceiptsAmt031030
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04506
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0250410
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0233837
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0250410
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0233837
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kathy Schlotz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bernadette Hensel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sushma Patel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt038951
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Civic charitable contribution
IRS990EZ/PrintingPublicationsPostageAmt010
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants for educational and civic improvements purposes
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047603
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt031030
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066193
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04506
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0480
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0460
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0677
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01696
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07819
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04506
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0480
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0460
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0677
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01696
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07819
IRS990ScheduleA/InvestmentIncomeCYPct00.11000
IRS990ScheduleA/InvestmentIncomePYPct00.15000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89440
IRS990ScheduleA/PublicSupportPY509Pct00.85000
IRS990ScheduleA/PublicSupportTotal509Amt066193
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026524
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019669
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt020000
IRS990ScheduleA/Total509Grp/TotalAmt066193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031030
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt020460
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01696
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt074012
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity CASA HOGAR BUENA VISTA Grantee CASA HOGAR BUENA VISTA Street MONTEBELLO City, State, Zip Montebello, CA 90640Amount 2,500Activity ETHICS ESSAY CONTEST Grantee VARIOUS STUDENTS Street MONTEBELLO UNIFIED SCHOOL DISTRICT City, State, Zip Montebello, CA 90640Amount 4,500Activity ALS GOLDEN WEST Grantee ALS GOLDEN WEST Street MONTEBELLO City, State, Zip MONTEBELLO, CA 90640Amount 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountUnrealized Loss 12,427Prior Year adjustment 26,524
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sushma Patel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montebello Rotary Endowment Fund In
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0421730859
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 282
ReturnHeader/Filer/USAddress/CityNm0Montebello
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090640
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262023994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ilma V Avila CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01607 Paramount Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montebello
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090640
ReturnHeader/PreparerPersonGrp/PhoneNum03238882865
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ilma V Avila
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-15T11:30:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$233,837
Liabilities
$0
Net assets
$233,837
Revenue
$31,030
Expenses
$47,603
Net income
-$16,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.26$0.03$0.23
2016Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.31$0.48$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.20$0.05$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.20$0.05$0.15
2013Summary only. Only limited summary data is available for this year.$2.20$0.00$0.01$0.06$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits