Civic Intelligence

Montebello Rotary Endowment Fund Inc.

990EZ • Fiscal year 2015 • EIN 42-1730859

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 04, 2016

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

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

58th percentile

6.5%

Faster asset growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

45th percentile

-1.5%

Faster revenue growth than 45% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$250,410

Up $15,239 (+6.5%) from 2014

Net Assets

Up

$250,410

Up $15,239 (+6.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin96th percentile

Revenue

Down

$20,149

Down $311 (-1.5%) from 2014

Expenses

Down

$4,910

Down $90 (-1.8%) from 2014

Net Income

Down

$15,239

Down $221 (-1.4%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2015

Assets$250,410
Liabilities$0
Net Assets$250,410
Open 2015 Filing

Operations Trend

Revenue Growth45th 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

2015

Revenue$20,149
Expenses$4,910
Net Income$15,239
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 4, 2016
Return Version
2014v6.0
Gross Receipts
$20,149
Mission and Program Overview

Mission

Civic charitable contribution

Program Services

DescriptionGrantsExpenses
Grants for educational and civic improvements purposes$4,600$310
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jay McCartneyVice Chair-$0--
Bernadette HenselSecretary-$0--
Jack GabigChair-$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
Jack Gabig
Title
Chair
Signed
2016-02-04
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 ALS LOS ANGELES Grantee ALS LOS ANGELES Street MONTEBELLO City, State, Zip Montebello, CA 90640Amount 100Activity ETHICS ESSAY CONTEST Grantee VARIOUS STUDENTS Street MONTEBELLO UNIFIED SCHOOL DISTRICT City, State, Zip Montebello, CA 90640Amount 4,500”

Description of other expenses Part I line 16

“Description AmountState Fees 310”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt0235171
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0250410
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019669
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015239
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0235171
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0250410
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04600
IRS990EZ/GrossReceiptsAmt020149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0480
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0235171
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0250410
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0235171
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0250410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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/PersonNm0Jay McCartney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bernadette Hensel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jack Gabig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0310
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Civic charitable contribution
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants for educational and civic improvements purposes
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0310
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04910
IRS990EZ/TotalProgramServiceExpensesAmt0310
IRS990EZ/TotalRevenueAmt020149
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt039769
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0480
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0460
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0677
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01696
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02701
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0480
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0460
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0677
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01696
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02701
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06014
IRS990ScheduleA/InvestmentIncomeCYPct00.13000
IRS990ScheduleA/InvestmentIncomePYPct00.33000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86860
IRS990ScheduleA/PublicSupportPY509Pct00.67000
IRS990ScheduleA/PublicSupportTotal509Amt039769
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019669
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/Total509Grp/TotalAmt039769
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt020149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020460
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01696
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02801
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt045783
IRS990ScheduleA/TrustIntegralPartTestInd0X
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 ALS LOS ANGELES Grantee ALS LOS ANGELES Street MONTEBELLO City, State, Zip Montebello, CA 90640Amount 100Activity ETHICS ESSAY CONTEST Grantee VARIOUS STUDENTS Street MONTEBELLO UNIFIED SCHOOL DISTRICT City, State, Zip Montebello, CA 90640Amount 4,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountState Fees 310
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jack Gabig
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-04
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/PreparationDt02016-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ilma V Avila
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-16T10:54:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$250,410
Liabilities
$0
Net assets
$250,410
Revenue
$20,149
Expenses
$4,910
Net income
$15,239
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. 2015 filings • 501(c)3 • <$500k nonprofits