Civic Intelligence

Sgv New Gen Rotary Inc

EIN 47-1260038 • 501(c)3 • Alhambra, CA

Profile

The mission of rotary is to provide services to others, promote integrity, and advance the world together, goodwill, and peace through its fellowship of business, professional, and community leaders.

560 W MAIN ST STe C243Alhambra, CA 91801

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-2326%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

13th percentile

-85%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-94%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$10,598

Down $58,957 (-85%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$10,598

Down $58,957 (-85%) from 2022

Revenue

Down

$2,535

Down $36,701 (-94%) from 2022

Expenses

Up

$61,492

Up $21,925 (+55%) from 2022

Net Income

Down

-$58,957

Down $58,626 (-17712%) from 2022

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2017: $66,493Liabilities 2017: $0Net Assets 2017: $66,4932017Assets 2018: $84,093Liabilities 2018: $0Net Assets 2018: $84,0932018Assets 2020: $51,671Liabilities 2020: $02020Assets 2021: $69,886Liabilities 2021: $0Net Assets 2021: $69,8862021Assets 2022: $69,555Liabilities 2022: $0Net Assets 2022: $69,5552022Assets 2023: $10,598Liabilities 2023: $0Net Assets 2023: $10,5982023

Highlighted filing

2023

Assets$10,598
Liabilities$0
Net Assets$10,598

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2017: $31,603Expenses 2017: $11,612Net Income 2017: $19,9912017Revenue 2018: $34,982Expenses 2018: $17,382Net Income 2018: $17,6002018Revenue 2020: $8,446Expenses 2020: $18,741Net Income 2020: -$10,2952020Revenue 2021: $41,310Expenses 2021: $23,095Net Income 2021: $18,2152021Revenue 2022: $39,236Expenses 2022: $39,567Net Income 2022: -$3312022Revenue 2023: $2,535Expenses 2023: $61,492Net Income 2023: -$58,9572023

Highlighted filing

2023

Revenue$2,535
Expenses$61,492
Net Income-$58,957

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 10, 2024
Return Version
2023v5.1
Gross Receipts
$2,535
Mission and Program Overview

Mission

The mission of rotary is to provide services to others, promote integrity, and advance the world together, goodwill, and peace through its fellowship of business, professional, and community leaders.

Program Services

DescriptionGrantsExpenses
ROTARY'S MAIN OBJECTIVE IS SERVICE - IN THE COMMUNITY, IN THE WORKPLACE, AND AROUND THE GLOBE, SHARING A DEDICATION TO SERVICE ABOVE SELF. ROTARY AND THE SAN GABRIEL VALLEY NEW GENERATION ARE OPEN TO PEOPLE OF ALL CULTURES AND ETHNICITIES AND ARE NOT AFFILIATED WITH ANY POLITICAL OR RELIGIOUS ORGANIZATIONS. ALL THAT IS REQUIRED FOR MEMBERSHIP IS A DESIRE TO SERVE OUR COMMUNITY AND WORLD AS A WHOLE.-$51,522
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT RODRIGUEZPresident-$0--
BREE SANTANATreasurer-$0--
CHRIS PAULSONTreasurer-$0--
JOCELYN CASTROSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sgv New Gen Rotary Inc
EIN
47-1260038
Phone
6262016070
Address
560 W MAIN ST STe C243, ALHAMBRA, CA 91801

Signing Officer

Name
Bree Santana
Title
Treasurer
Signed
2024-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Kevin Wong CPA
Address
301 E foothill blvd ste 202, arcadia, CA 91006
Preparer
Kevin Wong
Phone
6262474339
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: 11 SCHOLARSHIPS (UNDER $1,000 EACH) | Donee's Address: 560 W MAIN ST C243 ALHAMBRA CA 91801 | Relationship of Donee: NONE | Cash Amount Given: $10000

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: 23 MISC DONATIONS UNDER $1,000 EACH | Donee's Address: 560 W MAIN ST C243 ALHAMBRA CA 91801 | Relationship of Donee: NONE | Cash Amount Given: $13730

Grants and Similar Amounts Paid In Excess of $5,000.6

| Donee's Name: ELIZABETH HOUSE | Donee's Address: 559 N EL MOLINO AVE PASADENA CA 91101 | Relationship of Donee: NONE | Cash Amount Given: $5010

Grants and Similar Amounts Paid In Excess of $5,000.8

| Donee's Name: ST JOHNS PRESCHOOL | Donee's Address: 417 N 18TH ST MONTEBELLO CA 90640 | Cash Amount Given: $5030

Grants and Similar Amounts Paid In Excess of $5,000.9

| Donee's Name: ROTARY CLUB OF EAST LOS ANGELES | Donee's Address: PO BOX 226769 LOS ANGELES CA 90022 | Cash Amount Given: $6000

Other Expenses.1002

Office Expenses $589

Other Expenses.1007

Conferences, Conventions, and Meetings $1153

Other Expenses.1

Meals and entertainment $5407

Other Expenses.2

Dues and subscriptions $2686

Other Expenses.3

BANK FEES $129

Other Expenses.4

GIFTS $35

Other Expenses.5

TAXES AND LICENSES $25

Other Assets.1

OTHER RECEIVABLE - Beginning $0 OTHER RECEIVABLE - Ending $270

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: 11 SCHOLARSHIPS (UNDER $1,000 EACH) | Donee's Address: 560 W MAIN ST C243 ALHAMBRA CA 91801 | Relationship of Donee: NONE | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: 23 MISC DONATIONS UNDER $1,000 EACH | Donee's Address: 560 W MAIN ST C243 ALHAMBRA CA 91801 | Relationship of Donee: NONE | Cash Amount Given: $13730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: ELIZABETH HOUSE | Donee's Address: 559 N EL MOLINO AVE PASADENA CA 91101 | Relationship of Donee: NONE | Cash Amount Given: $5010
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/Filer/EIN0471260038
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