Civic Intelligence

Mission Viejo Rotary Foundation

990EZ • Fiscal year 2015 • EIN 46-4531815

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 24, 2014

Organization ProfileN/A
27201 Puerta RealMission Viejo, CA 92691

(949) 367-1961

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

98th percentile

92%

Higher net margin than 98% 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

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

93rd percentile

110%

Faster revenue growth than 93% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$113,784

Up $25,274 (+29%) from 2014

Net Assets

$113,784

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Up

$27,338

Up $14,296 (+110%) from 2014

Expenses

Up

$2,064

Up $1,770 (+602%) from 2014

Net Income

Up

$25,274

Up $12,526 (+98%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$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

2015

Assets$113,784
Liabilities-
Net Assets$113,784
Open 2015 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$27,338
Expenses$2,064
Net Income$25,274
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 24, 2014
Return Version
2014v5.0
Gross Receipts
$37,760
Mission and Program Overview

Mission

Engaging in activities supporting charitable, literary and educational purposes

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS$1,000-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT WALKERPresident-$0--
DAVID C WILLIAMSSecretary-$0--
CHRISTOPHER SKORINATreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundraiser$17,374$17,374-$17,374
Total Events$17,374$17,374-$17,374
Filing and Contact Details

Filer

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

Signing Officer

Name
Scott Walker
Title
President
Signed
2014-11-24
Discuss with paid preparer
Yes

Preparer

Firm
Lewellen Accountancy Corp
Address
24031 El Toro Road Suite 220, Laguna Hills, CA 92653
Preparer
Donald C Lewellen
Phone
9498594644
Supplemental Narrative

Additional Explanations

Other Expenses.1

“MERCHANT FEES $668”

Other Expenses.2

“SCHWAB FEES $36”

Other Expenses.3

“FILING FEES $10”

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/PersonNm0CHRISTOPHER SKORINA
IRS990EZ/BooksInCareOfDetail/PhoneNum09495821544
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt027201 PUERTA REAL 465
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MISSION VIEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092691
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088510
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0113784
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08231
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt010422
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025274
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt088510
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0113784
IRS990EZ/FundraisingGrossIncomeAmt017374
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-377
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt037760
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02110
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088510
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0113784
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt088510
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0113784
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID C WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTOPHER SKORINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0714
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENGAGING IN ACTIVITIES SUPPORTING CHARITABLE, LITERARY AND EDUCATIONAL PURPOSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt010045
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt017374
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02064
IRS990EZ/TotalProgramServiceExpensesAmt01000
IRS990EZ/TotalRevenueAmt027338
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08231
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02110
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0356
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02466
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0356
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02466
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt08231
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08231
IRS990ScheduleA/Total509Grp/TotalAmt08231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010341
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0356
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010697
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017374
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017374
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017374
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017374
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MERCHANT FEES $668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHWAB FEES $36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FILING FEES $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MISSION VIEJO ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MISS
ReturnHeader/Filer/EIN0464531815
ReturnHeader/Filer/PhoneNum09493671961
ReturnHeader/Filer/USAddress/AddressLine1Txt027201 PUERTA REAL
ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092691
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lewellen Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024031 El Toro Road Suite 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092653
ReturnHeader/PreparerPersonGrp/PhoneNum09498594644
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD C LEWELLEN
ReturnHeader/ReturnTs02015-12-16T09:57:37-08:00
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
$113,784
Liabilities
-
Net assets
$113,784
Revenue
$27,338
Expenses
$2,064
Net income
$25,274
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