Civic Intelligence

Monrovia Rotary Foundation

990EZ • Fiscal year 2019 • EIN 51-0656409

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 15, 2020

PO Box 312Monrovia, CA 91017

(626) 303-4004

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-30%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$0

Down $172,267 (-100%) from 2018

Net Assets

$19,933

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$63,958

Down $27,132 (-30%) from 2018

Expenses

Down

$44,025

Down $11,164 (-20%) from 2018

Net Income

Down

$19,933

Down $15,968 (-44%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2011: $121,720Liabilities 2011: $02011Assets 2012: $121,087Liabilities 2012: $02012Assets 2013: $123,235Liabilities 2013: $02013Assets 2014: $106,633Liabilities 2014: $02014Assets 2015: $132,703Liabilities 2015: $02015Assets 2016: $145,412Liabilities 2016: $02016Assets 2018: $172,267Liabilities 2018: $02018Assets 2019: $0Net Assets 2019: $19,9332019Assets 2020: $0Net Assets 2020: -$20,0222020Assets 2021: $0Net Assets 2021: -$18,3302021Assets 2022: $0Net Assets 2022: -$38,0852022Assets 2023: $0Net Assets 2023: $19,3432023Assets 2024: $0Net Assets 2024: -$1,6132024Assets 2025: $0Net Assets 2025: $7,5162025

Highlighted filing

2019

Assets$0
Liabilities-
Net Assets$19,933

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $2,766Expenses 2011: $4,510Net Income 2011: -$1,7442011Revenue 2012: $3,182Expenses 2012: $3,816Net Income 2012: -$6342012Revenue 2013: $6,675Expenses 2013: $4,551Net Income 2013: $2,1242013Revenue 2014: $19,184Expenses 2014: $35,785Net Income 2014: -$16,6012014Revenue 2015: $34,361Expenses 2015: $8,291Net Income 2015: $26,0702015Revenue 2016: $14,204Expenses 2016: $1,496Net Income 2016: $12,7082016Revenue 2018: $91,090Expenses 2018: $55,189Net Income 2018: $35,9012018Revenue 2019: $63,958Expenses 2019: $44,025Net Income 2019: $19,9332019Revenue 2020: $64,571Expenses 2020: $84,593Net Income 2020: -$20,0222020Revenue 2021: $26,185Expenses 2021: $44,515Net Income 2021: -$18,3302021Revenue 2022: $33,315Expenses 2022: $71,400Net Income 2022: -$38,0852022Revenue 2023: $109,584Expenses 2023: $90,241Net Income 2023: $19,3432023Revenue 2024: $93,315Expenses 2024: $94,928Net Income 2024: -$1,6132024Revenue 2025: $88,401Expenses 2025: $80,885Net Income 2025: $7,5162025

Highlighted filing

2019

Revenue$63,958
Expenses$44,025
Net Income$19,933
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 15, 2020
Return Version
2018v3.1
Gross Receipts
$63,958
Mission and Program Overview

Mission

Local & international charity & donations

Program Services

DescriptionGrantsExpenses
NONE$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN MUETINGCEOPT$0--
PAT HOLLEYSecretaryPT$0--
TIMOTHY MOORECFOPT$0--
Filing and Contact Details

Filer

Filer Name
Monrovia Rotary Foundation
EIN
51-0656409
Phone
6263034004
Address
PO BOX 312, MONROVIA, CA 91017

Signing Officer

Name
Timothy Moore
Title
CFO
Phone
6263034004
Signed
2020-04-15

Preparer

Firm
Budget Bookkeeping & Income Tax Services
Address
55 E HUNTINGTON DR STE 108, ARCADIA, CA 91006
Preparer
Marc Vigil
Phone
6264629100
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

AUCTION EXPENSE 413.

Form 990EZ, Part I, Line 16

AWARDS 1216.

Form 990EZ, Part I, Line 16

BANK EXPENSE 64.

Form 990EZ, Part I, Line 16

Merchant account fees 1652.

Form 990EZ, Part I, Line 16

MEAL EXPENSE 20276.

Form 990EZ, Part I, Line 16

MEALS GRATUITY 600.

Form 990EZ, Part I, Line 16

Transfer to charity 1857.

Form 990EZ, Part I, Line 16

President discretionary expense 1828.

Form 990EZ, Part I, Line 16

MUSIC 2816.

Form 990EZ, Part I, Line 16

Workers compensation insurance 52.

Form 990EZ, Part I, Line 16

ACCOUNTING 2077.

Form 990EZ, Part I, Line 16

Office supplies/technology 12.

Form 990EZ, Part I, Line 16

POSTAGE 50.

Form 990EZ, Part I, Line 16

Member acquisition & retention 405.

Form 990EZ, Part I, Line 16

ADVERTISING 1009.

Form 990EZ, Part I, Line 16

Rotary district expenses 6103.

Form 990EZ, Part I, Line 16

YOUTH SERVICE 650.

Form 990EZ, Part I, Line 16

SOCIAL EXPENSES 2894.

Form 990EZ, Part I, Line 16

Government fees & registrations 51.

Raw XML Appendix169 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/BusinessName/BusinessNameLine1Txt0CLARK-HOYOS BOOKKEEPING
IRS990EZ/BooksInCareOfDetail/PhoneNum06266570146
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013533 STARFLOWER STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORONA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092880
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt063958
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019933
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt063958
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019933
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019933
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAN MUETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAT HOLLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIMOTHY MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044025
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL & INTERNATIONAL CHARITY & DONATIONS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044025
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt063958
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt063958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt063958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt063958
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063958
IRS990ScheduleA/Total509Grp/TotalAmt063958
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt063958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AUCTION EXPENSE 413.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AWARDS 1216.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK EXPENSE 64.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MERCHANT ACCOUNT FEES 1652.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEAL EXPENSE 20276.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEALS GRATUITY 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRANSFER TO CHARITY 1857.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PRESIDENT DISCRETIONARY EXPENSE 1828.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MUSIC 2816.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WORKERS COMPENSATION INSURANCE 52.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACCOUNTING 2077.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11OFFICE SUPPLIES/TECHNOLOGY 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12POSTAGE 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MEMBER ACQUISITION & RETENTION 405.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ADVERTISING 1009.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ROTARY DISTRICT EXPENSES 6103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16YOUTH SERVICE 650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17SOCIAL EXPENSES 2894.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18GOVERNMENT FEES & REGISTRATIONS 51.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06263034004
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONROVIA ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONR
ReturnHeader/Filer/EIN0510656409
ReturnHeader/Filer/PhoneNum06263034004
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 312
ReturnHeader/Filer/USAddress/CityNm0MONROVIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091017
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId052141B583210118A11F4AFB59021ACD6A1A07913
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId052141B583210118A11F4AFB59021ACD6A1A07913
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.240.193.230
ReturnHeader/FilingSecurityInformation/IPDt02020-04-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:47:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUDGET BOOKKEEPING & INCOME TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 E HUNTINGTON DR STE 108
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARCADIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091006
ReturnHeader/PreparerPersonGrp/PhoneNum06264629100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC VIGIL
ReturnHeader/ReturnTs02020-04-15T14:47:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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No mirrored PDF or thumbnail assets are attached yet.

Filings