Civic Intelligence

Montebello Rotary Endowment Fund Inc.

990EZ • Fiscal year 2017 • EIN 42-1730859

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

97th percentile

87%

Higher net margin than 97% 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

62nd percentile

9.8%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$256,823

Up $22,986 (+9.8%) from 2016

Net Assets

Up

$256,823

Up $22,986 (+9.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin97th percentile

Revenue

Down

$26,319

Down $4,711 (-15%) from 2016

Expenses

Down

$3,333

Down $44,270 (-93%) from 2016

Net Income

Up

$22,986

Up $39,559 (+239%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2017

Assets$256,823
Liabilities$0
Net Assets$256,823
Open 2017 Filing

Operations Trend

Revenue Growth28th 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

2017

Revenue$26,319
Expenses$3,333
Net Income$22,986
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$26,319
Mission and Program Overview

Mission

Civic charitable contribution

Program Services

DescriptionGrantsExpenses
Grants for educational and civic improvements purposes--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathy SchlotzSecretary-$0--
Bernadette HenselVice Chair-$0--
Sushma PatelChair-$0--
Ilma V AvilaTreasurer-$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
Chair
Signed
2018-05-15
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

Description of other revenue Part I line 8

“Description AmountUnrealized Gain 7,061”

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 90640Activity ETHICS ESSAY CONTEST Grantee VARIOUS STUDENTS Street MONTEBELLO UNIFIED SCHOOL DISTRICT City, State, Zip Montebello, CA 90640Activity ALS GOLDEN WEST Grantee ALS GOLDEN WEST Street MONTEBELLO City, State, Zip MONTEBELLO, CA 90640”

Description of other expenses Part I line 16

“Description AmountForeign Taxes Paid 32”

Raw XML Appendix156 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/PersonNm0Bernadette Hensel
IRS990EZ/BooksInCareOfDetail/PhoneNum03105086139
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Montebello
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Montebello
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090640
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0233837
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0256823
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06185
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022986
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03301
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0233837
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0256823
IRS990EZ/GrossReceiptsAmt026319
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013073
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0233837
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0256823
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0233837
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0256823
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kathy Schlotz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bernadette Hensel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sushma Patel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ilma V Avila
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt032
IRS990EZ/OtherRevenueTotalAmt07061
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Civic charitable contribution
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants for educational and civic improvements purposes
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03333
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt026319
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt072378
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013073
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04506
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0480
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0460
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0677
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019196
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013073
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04506
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0480
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0460
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0677
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019196
IRS990ScheduleA/InvestmentIncomeCYPct00.21000
IRS990ScheduleA/InvestmentIncomePYPct00.11000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.79040
IRS990ScheduleA/PublicSupportPY509Pct00.89440
IRS990ScheduleA/PublicSupportTotal509Amt072378
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06185
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026524
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019669
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020000
IRS990ScheduleA/Total509Grp/TotalAmt072378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019258
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031030
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt020149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020460
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0677
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt091574
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountUnrealized Gain 7,061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity CASA HOGAR BUENA VISTA Grantee CASA HOGAR BUENA VISTA Street MONTEBELLO City, State, Zip Montebello, CA 90640Activity ETHICS ESSAY CONTEST Grantee VARIOUS STUDENTS Street MONTEBELLO UNIFIED SCHOOL DISTRICT City, State, Zip Montebello, CA 90640Activity ALS GOLDEN WEST Grantee ALS GOLDEN WEST Street MONTEBELLO City, State, Zip MONTEBELLO, CA 90640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountForeign Taxes Paid 32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sushma Patel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D13E6F09054806EAF5D0935C7867D3E8B8F2E07F
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.13.182.66
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTm020:21:16
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/ReturnTs02018-05-15T20:19:45-04:00
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
$256,823
Liabilities
$0
Net assets
$256,823
Revenue
$26,319
Expenses
$3,333
Net income
$22,986
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