Civic Intelligence

Walnut Creek Rotary Club Community Foundation

990EZ • Fiscal year 2014 • EIN 68-0186826

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

P O Box 4191Walnut Creek, CA 94596

(925) 954-0100

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

62nd percentile

9.0%

Higher net margin than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$306,121

Up $3,799 (+1.3%) from 2013

Net Assets

$306,121

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$43,281

Up $6,460 (+18%) from 2013

Expenses

Up

$39,396

Up $8,661 (+28%) from 2013

Net Income

Down

$3,885

Down $2,201 (-36%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $282,881Liabilities 2011: $02011Assets 2012: $296,236Liabilities 2012: $02012Assets 2013: $302,322Liabilities 2013: $02013Assets 2014: $306,121Liabilities 2014: $0Net Assets 2014: $306,1212014Assets 2015: $319,611Liabilities 2015: $0Net Assets 2015: $319,6112015Assets 2016: $424,580Liabilities 2016: $0Net Assets 2016: $424,5802016Assets 2017: $451,495Liabilities 2017: $0Net Assets 2017: $451,4952017Assets 2018: $446,911Liabilities 2018: $0Net Assets 2018: $446,9112018Assets 2019: $467,487Liabilities 2019: $0Net Assets 2019: $467,4872019Assets 2020: $510,168Liabilities 2020: $0Net Assets 2020: $510,1682020Assets 2021: $541,408Liabilities 2021: $0Net Assets 2021: $541,4082021Assets 2022: $572,627Liabilities 2022: $0Net Assets 2022: $572,6272022Assets 2023: $586,463Liabilities 2023: $0Net Assets 2023: $586,4632023Assets 2024: $595,013Liabilities 2024: $0Net Assets 2024: $595,0132024

Highlighted filing

2014

Assets$306,121
Liabilities$0
Net Assets$306,121

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $42,046Expenses 2011: $33,307Net Income 2011: $8,7392011Revenue 2012: $40,639Expenses 2012: $27,284Net Income 2012: $13,3552012Revenue 2013: $36,821Expenses 2013: $30,735Net Income 2013: $6,0862013Revenue 2014: $43,281Expenses 2014: $39,396Net Income 2014: $3,8852014Revenue 2015: $53,877Expenses 2015: $40,387Net Income 2015: $13,4902015Revenue 2016: $134,763Expenses 2016: $38,112Net Income 2016: $96,6512016Revenue 2017: $57,502Expenses 2017: $30,587Net Income 2017: $26,9152017Revenue 2018: $57,609Expenses 2018: $62,193Net Income 2018: -$4,5842018Revenue 2019: $66,205Expenses 2019: $45,629Net Income 2019: $20,5762019Revenue 2020: $71,073Expenses 2020: $28,392Net Income 2020: $42,6812020Revenue 2021: $63,425Expenses 2021: $32,185Net Income 2021: $31,2402021Revenue 2022: $69,445Expenses 2022: $38,226Net Income 2022: $31,2192022Revenue 2023: $58,110Expenses 2023: $44,274Net Income 2023: $13,8362023Revenue 2024: $42,637Expenses 2024: $34,087Net Income 2024: $8,5502024

Highlighted filing

2014

Revenue$43,281
Expenses$39,396
Net Income$3,885
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$65,255
Mission and Program Overview

Mission

Walnut creek rotary club community foundation is a supporting arm to the rotary club of walnut creek to raise funds to provide charitable giving to qualified charities (irs 501(c)(3)) within the community. Also to provide funding for students to pursue their educational goals with scholarships.

Walnut creek rotary club community foundation is a supporting arm to the rotary club of walnut creek to raise funds to provide chartiable ginving to qualified charities (irs 501(c)(3))charites within the community. Also to provide funding for students to pursue their educational goals with scholarships.

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER RUANEChairman-$0--
DONNA MONTANASecreatary-$0--
JOE DOHERTYTrasurer-$0--
MARTIN LARSENDirector-$0--
ROBERTO ROMERODirector-$0--
ANDREW MARSHALLDirector-$0--
MILT SMITHDirector-$0--
CATHY DURPHEEDirector-$0--
DESS BENEDETTODirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$50,191$50,191$2,589$47,602
Total Events$50,191$50,191$21,974$28,217
Filing and Contact Details

Filer

EIN
68-0186826
Phone
9259540100

Signing Officer

Name
Thomas C Rockwell
Title
Assistant Treasurer
Phone
9259540100
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Preparer
Thomas Rockwell
Phone
9259540100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest & dividends. Amount: 8,074.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: medical. Grantee name: cancer supoort community. Grantee address: 3276 mcnutt ave walnut creek, ca 94597. Grantee relationship: none. Property description: cash. Date of gift: 02/28/14. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: student suport on mission. Grantee name: global student embassy. Grantee address: po box 4456 berkeley , ca 94704. Grantee relationship: none. Property description: cash. Date of gift: 02/28/14. Amount given: 876.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: support for local fire dept. Grantee name: contra costa fire district. Grantee address: 2945 treat blvd concord, ca 94518. Grantee relationship: none. Property description: paid for alarm system-cash. Date of gift: 11/02/13. Amount given: 1,512.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: support for homeless. Grantee name: trinty center walnut creek. Grantee address: 1924 trinty ave walnut creek, ca 94596. Grantee relationship: none. Property description: cash. Date of gift: 01/09/14. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: youth support. Grantee name: the creek middle school. Grantee address: po box 3325 walnut creek, ca 94598. Grantee relationship: none. Property description: cash. Date of gift: 08/29/13. Amount given: 2,100.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: local park support. Grantee name: the gardens at heather farm. Grantee address: 1540 marchbanks dr walnut creek, ca 94598. Grantee relationship: none. Property description: cash. Date of gift: 01/07/14. Amount given: 1,200.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: medical care for uninsured. Grantee name: rotarcare clinic. Grantee address: po box 18430 san jose, ca 95158. Grantee relationship: none. Property description: cash. Date of gift: 10/23/13. Amount given: 3,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: medical care for childen in kenya. Grantee name: rotary international district 5160. Grantee address: 1945 hackett drive woodland, ca 95776. Grantee relationship: none. Property description: cash. Date of gift: 02/08/14. Amount given: 1,200.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: youth leadership(camp royal & venture) 5 steudents. Grantee name: rotary international district 5160. Grantee address: 1945 hackett drive woodland, ca 95776. Grantee relationship: none. Property description: cash. Date of gift: 12/18/13. Amount given: 4,570.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: youth in crisis support. Grantee name: monument crisis center. Grantee address: 1990 market street concord, ca 94520. Grantee relationship: none. Property description: cah. Date of gift: 10/14/13. Amount given: 7,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: youth support. Grantee name: challenge day. Grantee address: 2520 stanwell drive concord, ca 94520. Grantee relationship: none. Property description: cash. Date of gift: 01/07/14. Amount given: 3,200.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: youth support--education. Grantee name: assistance league of diablo valley. Grantee address: 2711 buena vista drive walnut creek, ca 94597. Grantee relationship: none. Property description: cash. Date of gift: 10/23/13. Amount given: 2,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: youth support. Grantee name: mt. Diablo silveraldo boy scout council. Grantee address: 800 ellinwood way pleasnat hill, ca 94523. Grantee relationship: none. Property description: cash. Date of gift: 06/01/14. Amount given: 2,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship-jack moore . Grantee name: university of californa regents. Grantee address: 1111 franklin street oakland, ca 94607. Grantee relationship: ne. Property description: cash. Date of gift: 07/18/13. Amount given: 3,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship-juilana mccormick. Grantee name: university of virginia. Grantee address: 1 hayden drive petersburg , va 23808. Grantee relationship: none. Property description: cash. Date of gift: 05/30/14. Amount given: 3,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship-rosemary falik. Grantee name: pacifice lutheran univesity. Grantee address: 12180 park avenue s tacoma, wa 98447. Grantee relationship: none. Property description: cash. Date of gift: 05/30/14. Amount given: 3,000. Total included on form 990-ez, line 10: 39,158.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: administrative exp (bank fee & insurance). Amount: 238.

Raw XML Appendix218 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/BusinessName/BusinessNameLine10THOMAS ROCKWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum09259540100
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IRS990EZ/BooksInCareOfDetail/USAddress/City0WALNUT CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode094597
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0302236
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER RUANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONNA MONTANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOE DOHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARTIN LARSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERTO ROMERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDREW MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MILT SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CATHY DURPHEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DESS BENEDETTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECREATARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0238
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0WALNUT CREEK ROTARY CLUB COMMUNITY FOUNDATION IS A SUPPORTING ARM TO THE ROTARY CLUB OF WALNUT CREEK TO RAISE FUNDS TO PROVIDE CHARTIABLE GINVING TO QUALIFIED CHARITIES (IRS 501(C)(3))CHARITES WITHIN THE COMMUNITY. ALSO TO PROVIDE FUNDING FOR STUDENTS TO PURSUE THEIR EDUCATIONAL GOALS WITH SCHOLARSHIPS.
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IRS990EZ/TotalRevenueAmt043281
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02887
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08612
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IRS990ScheduleA/PublicSupportTotal170Amt036809
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08612
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt036809
IRS990ScheduleA/TotalSupportAmt036809
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt012099
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02589
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03260
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST & DIVIDENDS. AMOUNT: 8,074.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: MEDICAL. GRANTEE NAME: CANCER SUPOORT COMMUNITY. GRANTEE ADDRESS: 3276 MCNUTT AVE WALNUT CREEK, CA 94597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/28/14. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: STUDENT SUPORT ON MISSION. GRANTEE NAME: GLOBAL STUDENT EMBASSY. GRANTEE ADDRESS: PO BOX 4456 BERKELEY , CA 94704. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/28/14. AMOUNT GIVEN: 876.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: SUPPORT FOR LOCAL FIRE DEPT. GRANTEE NAME: CONTRA COSTA FIRE DISTRICT. GRANTEE ADDRESS: 2945 TREAT BLVD CONCORD, CA 94518. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: PAID FOR ALARM SYSTEM-CASH. DATE OF GIFT: 11/02/13. AMOUNT GIVEN: 1,512.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: SUPPORT FOR HOMELESS. GRANTEE NAME: TRINTY CENTER WALNUT CREEK. GRANTEE ADDRESS: 1924 TRINTY AVE WALNUT CREEK, CA 94596. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/09/14. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: YOUTH SUPPORT. GRANTEE NAME: THE CREEK MIDDLE SCHOOL. GRANTEE ADDRESS: PO BOX 3325 WALNUT CREEK, CA 94598. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/29/13. AMOUNT GIVEN: 2,100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: LOCAL PARK SUPPORT. GRANTEE NAME: THE GARDENS AT HEATHER FARM. GRANTEE ADDRESS: 1540 MARCHBANKS DR WALNUT CREEK, CA 94598. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/07/14. AMOUNT GIVEN: 1,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: MEDICAL CARE FOR UNINSURED. GRANTEE NAME: ROTARCARE CLINIC. GRANTEE ADDRESS: PO BOX 18430 SAN JOSE, CA 95158. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/23/13. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: MEDICAL CARE FOR CHILDEN IN KENYA. GRANTEE NAME: ROTARY INTERNATIONAL DISTRICT 5160. GRANTEE ADDRESS: 1945 HACKETT DRIVE WOODLAND, CA 95776. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/08/14. AMOUNT GIVEN: 1,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: YOUTH LEADERSHIP(CAMP ROYAL & VENTURE) 5 STEUDENTS. GRANTEE NAME: ROTARY INTERNATIONAL DISTRICT 5160. GRANTEE ADDRESS: 1945 HACKETT DRIVE WOODLAND, CA 95776. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/18/13. AMOUNT GIVEN: 4,570.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: YOUTH IN CRISIS SUPPORT. GRANTEE NAME: MONUMENT CRISIS CENTER. GRANTEE ADDRESS: 1990 MARKET STREET CONCORD, CA 94520. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CAH. DATE OF GIFT: 10/14/13. AMOUNT GIVEN: 7,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: YOUTH SUPPORT. GRANTEE NAME: CHALLENGE DAY. GRANTEE ADDRESS: 2520 STANWELL DRIVE CONCORD, CA 94520. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/07/14. AMOUNT GIVEN: 3,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACTIVITY CLASSIFICATION: YOUTH SUPPORT--EDUCATION. GRANTEE NAME: ASSISTANCE LEAGUE OF DIABLO VALLEY. GRANTEE ADDRESS: 2711 BUENA VISTA DRIVE WALNUT CREEK, CA 94597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/23/13. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACTIVITY CLASSIFICATION: YOUTH SUPPORT. GRANTEE NAME: MT. DIABLO SILVERALDO BOY SCOUT COUNCIL. GRANTEE ADDRESS: 800 ELLINWOOD WAY PLEASNAT HILL, CA 94523. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/01/14. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACTIVITY CLASSIFICATION: SCHOLARSHIP-JACK MOORE . GRANTEE NAME: UNIVERSITY OF CALIFORNA REGENTS. GRANTEE ADDRESS: 1111 FRANKLIN STREET OAKLAND, CA 94607. GRANTEE RELATIONSHIP: NE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 07/18/13. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ACTIVITY CLASSIFICATION: SCHOLARSHIP-JUILANA MCCORMICK. GRANTEE NAME: UNIVERSITY OF VIRGINIA. GRANTEE ADDRESS: 1 HAYDEN DRIVE PETERSBURG , VA 23808. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/30/14. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ACTIVITY CLASSIFICATION: SCHOLARSHIP-ROSEMARY FALIK. GRANTEE NAME: PACIFICE LUTHERAN UNIVESITY. GRANTEE ADDRESS: 12180 PARK AVENUE S TACOMA, WA 98447. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/30/14. AMOUNT GIVEN: 3,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 39,158.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17DESCRIPTION: ADMINISTRATIVE EXP (BANK FEE & INSURANCE). AMOUNT: 238.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS C ROCKWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09259540100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10WALNUT CREEK ROTARY CLUB COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALN
ReturnHeader/Filer/EIN0680186826
ReturnHeader/Filer/PhoneNum09259540100
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 4191
ReturnHeader/Filer/USAddress/City0WALNUT CREEK
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094596
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743001153
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PMB HELIN DONOVAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101340 TREAT BLVD STE 525
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094597
ReturnHeader/PreparerPersonGrp/PhoneNum09259540100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS ROCKWELL
ReturnHeader/ReturnTs02015-05-28T16:04:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.43$0.34$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.58$0.44$0.14
2022Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.69$0.38$0.31
2021Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.63$0.32$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.71$0.28$0.43
2019Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.66$0.46$0.21
2018Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.58$0.62$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.58$0.31$0.27
2016Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$1.35$0.38$0.97
2015Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.54$0.40$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.43$0.39$0.04
2013Summary only. Only limited summary data is available for this year.$3.02$0.00$0.37$0.31$0.06
2012Summary only. Only limited summary data is available for this year.$2.96$0.00$0.41$0.27$0.13
2011Summary only. Only limited summary data is available for this year.$2.83$0.00$0.42$0.33$0.09