Civic Intelligence

Fortuna Rotary Foundation a California Nonprofit Public Benefit Corp

990EZ • Fiscal year 2013 • EIN 45-4156012

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization ProfileN/A
PO Box 100295540

(707) 725-4442

Siviq Scores

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

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets59th percentile

Assets

$269,371

No earlier filing loaded for comparison.

Net Assets

$267,920

No earlier filing loaded for comparison.

Liabilities

$1,451

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin84th percentile

Revenue

$44,390

No earlier filing loaded for comparison.

Expenses

$31,451

No earlier filing loaded for comparison.

Net Income

$12,939

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2013: $269,371Liabilities 2013: $1,451Net Assets 2013: $267,9202013Assets 2014: $270,188Liabilities 2014: $1,451Net Assets 2014: $268,7372014Assets 2015: $265,578Net Assets 2015: $265,5782015Assets 2016: $274,360Net Assets 2016: $274,3602016Assets 2017: $306,162Net Assets 2017: $306,1622017Assets 2018: $242,516Net Assets 2018: $242,5162018Assets 2019: $265,448Liabilities 2019: $4,174Net Assets 2019: $261,2742019Assets 2020: $282,050Liabilities 2020: $3,962Net Assets 2020: $278,0882020Assets 2021: $292,702Liabilities 2021: $3,160Net Assets 2021: $289,5422021Assets 2022: $229,426Liabilities 2022: $1,234Net Assets 2022: $228,1922022Assets 2023: $245,668Liabilities 2023: $862Net Assets 2023: $244,8062023Assets 2024: $298,089Liabilities 2024: $41,316Net Assets 2024: $256,7732024

Highlighted filing

2013

Assets$269,371
Liabilities$1,451
Net Assets$267,920
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2013: $44,390Expenses 2013: $31,451Net Income 2013: $12,9392013Revenue 2014: $46,476Expenses 2014: $46,984Net Income 2014: -$5082014Revenue 2015: $43,530Expenses 2015: $37,618Net Income 2015: $5,9122015Revenue 2016: $40,534Expenses 2016: $40,650Net Income 2016: -$1162016Revenue 2017: $54,779Expenses 2017: $64,241Net Income 2017: -$9,4622017Revenue 2018: $44,098Expenses 2018: $79,766Net Income 2018: -$35,6682018Revenue 2019: $46,946Expenses 2019: $71,414Net Income 2019: -$24,4682019Revenue 2020: $20,437Expenses 2020: $34,714Net Income 2020: -$14,2772020Revenue 2021: $35,450Expenses 2021: $44,985Net Income 2021: -$9,5352021Revenue 2022: $31,912Expenses 2022: $46,041Net Income 2022: -$14,1292022Revenue 2023: $44,377Expenses 2023: $51,373Net Income 2023: -$6,9962023Revenue 2024: $62,302Expenses 2024: $66,646Net Income 2024: -$4,3442024

Highlighted filing

2013

Revenue$44,390
Expenses$31,451
Net Income$12,939
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.1
Gross Receipts
$70,413
Mission and Program Overview

Mission

Assisting and serving community needs

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS TO STUDENTS AS WELL AS DONATIONS AND GRANTS TO OTHER EXEMPT ORGANIZATION'S FOR THE BENEFIT OF THE COMMUNITY.$3,398$27,950
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT JOHNSONPresident-$0--
LISA HUMMELSecretary-$0--
DAVID A SOMERVILLE IITreasurer-$0--
ALLEN M BAIRDDirector-$0--
THOMAS M HERMANDirector-$0--
CONNIE BERTIDirector-$0--
GLEN SENESTRARODirector-$0--
MITCHELL CRONKDirector-$0--
MICHAEL BROWNDirector-$0--
PATRICK WHITCHURCHDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$50,666$50,666$15,258$35,408
Event 2$14,897$14,897$3,640$11,257
Total Events$65,563$65,563$26,023$39,540
Filing and Contact Details

Filer

EIN
45-4156012
Phone
7077254442

Signing Officer

Name
David a Somerville Ii
Title
Treasurer
Signed
2014-05-14
Discuss with paid preparer
Yes

Preparer

Preparer
David A Somerville
Phone
7077254442
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Investment fee $2324”

Other Expenses.2

“FILING FEES. $450”

Other Expenses.3

“Other miscellaneous costs $351”

Other Expenses.4

“Prior year franchise tax $283”

Other Expenses.5

“LICENSE AND PERMITS $47”

Other Expenses.6

“BANK CHARGES $46”

Total Liabilities.1

“DUE TO FORTUNA ROTARY - Beginning $0 DUE TO FORTUNA ROTARY - Ending $1451”

Raw XML Appendix181 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/USAddress/City0FORTUNA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095540
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020253
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt012939
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt027950
IRS990EZ/GrossReceiptsAmt070413
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt04024
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020253
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA HUMMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID A SOMERVILLE II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALLEN M BAIRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4THOMAS M HERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CONNIE BERTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GLEN SENESTRARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MITCHELL CRONK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHAEL BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PATRICK WHITCHURCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0234728
IRS990EZ/OtherExpensesTotalAmt03501
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSISTING AND SERVING COMMUNITY NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLARSHIPS TO STUDENTS AS WELL AS DONATIONS AND GRANTS TO OTHER EXEMPT ORGANIZATION'S FOR THE BENEFIT OF THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03398
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027950
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt0826
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026023
IRS990EZ/SpecialEventsNetIncomeLossAmt039540
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01451
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031451
IRS990EZ/TotalProgramServiceExpensesAmt03398
IRS990EZ/TotalRevenueAmt044390
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt07125
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt07125
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026023
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014897
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014897
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065563
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0ANNUAL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0ART & WIN IN THE PARK
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt039540
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018898
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015258
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Investment fee $2324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FILING FEES. $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER MISCELLANEOUS COSTS $351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR YEAR FRANCHISE TAX $283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LICENSE AND PERMITS $47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $46
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUE TO FORTUNA ROTARY - Beginning $0 DUE TO FORTUNA ROTARY - Ending $1451
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID A SOMERVILLE II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10FORTUNA ROTARY FOUNDATION A CALIFORNIA
ReturnHeader/Filer/BusinessName/BusinessNameLine20NONPROFIT PUBLIC BENEFIT CORP
ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0454156012
ReturnHeader/Filer/PhoneNum07077254442
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1002
ReturnHeader/Filer/USAddress/City0FORTUNA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095540
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10AndersonLucasSomervilleEtal
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101338 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Fortuna
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095540
ReturnHeader/PreparerPersonGrp/PhoneNum07077254442
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David A Somerville
ReturnHeader/ReturnTs02014-05-14T13:29:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$269,371
Liabilities
$1,451
Net assets
$267,920
Revenue
$44,390
Expenses
$31,451
Net income
$12,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.98$0.41$2.57$0.62$0.67$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.01$2.45$0.44$0.51$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.01$2.28$0.32$0.46$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.93$0.03$2.90$0.35$0.45$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.82$0.04$2.78$0.20$0.35$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.65$0.04$2.61$0.47$0.71$0.24
2018Detailed filing. Detailed filing data is available for this year.$2.43$2.43$0.44$0.80$0.36
2017Detailed filing. Detailed filing data is available for this year.$3.06$3.06$0.55$0.64$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.74$2.74$0.41$0.41$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.66$2.66$0.44$0.38$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.70$0.01$2.69$0.46$0.47$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.69$0.01$2.68$0.44$0.31$0.13