Civic Intelligence

Mission Viejo Rotary Foundation

EIN 46-4531815 • 501(c)3 • Mission Viejo, CA

Profile

Engaging in activities supporting charitable, literary and educational purposes

27201 Puerta Real 465Mission Viejo, CA 92691

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

117%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$245,269

Up $43,767 (+22%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$245,269

Up $43,767 (+22%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$50,986

Up $27,458 (+117%) from 2024

Expenses

Down

$7,219

Down $8,237 (-53%) from 2024

Net Income

Up

$43,767

Up $35,695 (+442%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2014: $88,510Liabilities 2014: $02014Assets 2015: $113,784Net Assets 2015: $113,7842015Assets 2016: $124,424Net Assets 2016: $124,4242016Assets 2017: $127,572Net Assets 2017: $127,5722017Assets 2018: $143,178Net Assets 2018: $143,1782018Assets 2019: $151,726Net Assets 2019: $151,7262019Assets 2020: $145,867Net Assets 2020: $145,8672020Assets 2021: $150,651Net Assets 2021: $150,6512021Assets 2022: $183,078Liabilities 2022: $0Net Assets 2022: $183,0782022Assets 2023: $193,430Net Assets 2023: $193,4302023Assets 2024: $201,502Net Assets 2024: $201,5022024Assets 2025: $245,269Net Assets 2025: $245,2692025

Highlighted filing

2025

Assets$245,269
Liabilities-
Net Assets$245,269
Open 2025 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2014: $13,042Expenses 2014: $294Net Income 2014: $12,7482014Revenue 2015: $27,338Expenses 2015: $2,064Net Income 2015: $25,2742015Revenue 2016: $23,563Expenses 2016: $12,923Net Income 2016: $10,6402016Revenue 2017: $17,684Expenses 2017: $14,536Net Income 2017: $3,1482017Revenue 2018: $32,958Expenses 2018: $17,352Net Income 2018: $15,6062018Revenue 2019: $12,013Expenses 2019: $3,465Net Income 2019: $8,5482019Revenue 2020: -$3,246Expenses 2020: $2,613Net Income 2020: -$5,8592020Revenue 2021: $5,184Expenses 2021: $400Net Income 2021: $4,7842021Revenue 2022: $32,822Expenses 2022: $395Net Income 2022: $32,4272022Revenue 2023: $10,777Expenses 2023: $425Net Income 2023: $10,3522023Revenue 2024: $23,528Expenses 2024: $15,456Net Income 2024: $8,0722024Revenue 2025: $50,986Expenses 2025: $7,219Net Income 2025: $43,7672025

Highlighted filing

2025

Revenue$50,986
Expenses$7,219
Net Income$43,767
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$245,269
Liabilities
-
Net assets
$245,269
Revenue
$50,986
Expenses
$7,219
Net income
$43,767
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.45$2.45$0.51$0.07$0.44
2024Detailed filing. Detailed filing data is available for this year.$2.02$2.02$0.24$0.15$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.93$1.93$0.11$0.00$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.33$0.00$0.32
2021Detailed filing. Detailed filing data is available for this year.$1.51$1.51$0.05$0.00$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.46$1.46$0.03$0.03$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.52$1.52$0.12$0.03$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.43$1.43$0.33$0.17$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.28$1.28$0.18$0.15$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.24$0.13$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.27$0.02$0.25
2014Summary only. Only limited summary data is available for this year.$0.89$0.00$0.13$0.00$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$141,311
Mission and Program Overview

Mission

Engaging in activities supporting charitable, literary and educational purposes

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS-$6,774
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT WALKERPresident-$0--
STEVE R GETMANSecretary-$0--
DONALD LEWELLENTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Mission Viejo Rotary Foundation
EIN
46-4531815
Phone
9493671961
Address
27201 PUERTA REAL 465, MISSION VIEJO, CA 92691

Signing Officer

Name
Scott Walker
Title
President
Signed
2025-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Elaine A McCarthy CPA
Address
23046 Avenida De La Carlota Suite 6, Laguna Hills, CA 92653
Preparer
Elaine A McCarthy
Phone
9498997643
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.20

“Class of Activity: CONTRIBUTION | Donee's Name: ROTARY CLUB OF MISSION VIEJO | Donee's Address: PO BOX 2234 MISSION VIEJO CA 92690 | Cash Amount Given: $6774”

Other Expenses.1

“FRANCHISE TAX BOARD $25”

Raw XML Appendix146 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/PersonNm0SCOTT WALKER
IRS990EZ/BooksInCareOfDetail/PhoneNum09493671961
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt027201 PUERTA REAL 465
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MISSION VIEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092691
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0201502
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0245269
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt044433
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt090325
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt043767
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0420
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0201502
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0245269
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-792
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06774
IRS990EZ/GrossReceiptsAmt0141311
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07345
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0201502
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0245269
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0201502
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0245269
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE R GETMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONALD LEWELLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENGAGING IN ACTIVITIES SUPPORTING CHARITABLE, LITERARY AND EDUCATIONAL PURPOSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06774
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt089533
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07219
IRS990EZ/TotalProgramServiceExpensesAmt06774
IRS990EZ/TotalRevenueAmt050986
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt044433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt075125
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07345
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05385
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02984
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03659
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04278
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt023651
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76060
IRS990ScheduleA/PublicSupportPY170Pct00.58310
IRS990ScheduleA/PublicSupportTotal170Amt075125
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt044433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018409
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011450
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt075125
IRS990ScheduleA/TotalSupportAmt098776
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExplanationTxt0Class of Activity: CONTRIBUTION | Donee's Name: ROTARY CLUB OF MISSION VIEJO | Donee's Address: PO BOX 2234 MISSION VIEJO CA 92690 | Cash Amount Given: $6774
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FRANCHISE TAX BOARD $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MISSION VIEJO ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MISS
ReturnHeader/Filer/EIN0464531815
ReturnHeader/Filer/PhoneNum09493671961
ReturnHeader/Filer/USAddress/AddressLine1Txt027201 PUERTA REAL 465
ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092691
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872913119
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Elaine A McCarthy CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023046 Avenida De La Carlota Suite 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092653
ReturnHeader/PreparerPersonGrp/PhoneNum09498997643
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elaine A McCarthy
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-07T13:08:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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