Civic Intelligence

Irvine Rotary Foundation Inc

EIN 68-0634111 • 501(c)3 • Irvine, CA

Profile

CIVIC ORGANIZATION

PO Box 50066Irvine, CA 92619

irvinerotary.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

81st percentile

29%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

55th percentile

2.8%

Faster revenue growth than 55% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$76,388

Down $10,598 (-12%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$76,388

Down $10,598 (-12%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin84th percentile

Revenue

Down

$25,868

Down $32,073 (-55%) from 2023

Expenses

Down

$36,466

Down $1,894 (-4.9%) from 2023

Net Income

Down

-$10,598

Down $30,179 (-154%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$150K$100K$50K$0Assets 2012: $68,801Liabilities 2012: $02012Assets 2013: $75,862Liabilities 2013: $02013Assets 2014: $84,175Liabilities 2014: $02014Assets 2015: $88,638Liabilities 2015: $02015Assets 2016: $92,590Net Assets 2016: $92,5902016Assets 2017: $120,671Liabilities 2017: $02017Assets 2018: $116,787Liabilities 2018: $0Net Assets 2018: $116,7872018Assets 2019: $120,212Liabilities 2019: $10,000Net Assets 2019: $110,2122019Assets 2020: $68,886Liabilities 2020: $0Net Assets 2020: $68,8862020Assets 2021: $52,260Net Assets 2021: $52,2602021Assets 2022: $67,405Net Assets 2022: $67,4052022Assets 2023: $86,986Net Assets 2023: $86,9862023Assets 2024: $76,388Net Assets 2024: $76,3882024

Highlighted filing

2024

Assets$76,388
Liabilities-
Net Assets$76,388
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$100K$50K$0-$50KRevenue 2012: $28,751Expenses 2012: $30,974Net Income 2012: -$2,2232012Revenue 2013: $38,864Expenses 2013: $31,803Net Income 2013: $7,0612013Revenue 2014: $47,590Expenses 2014: $39,277Net Income 2014: $8,3132014Revenue 2015: $70,415Expenses 2015: $65,952Net Income 2015: $4,4632015Revenue 2016: $51,518Expenses 2016: $47,566Net Income 2016: $3,9522016Revenue 2017: $58,962Expenses 2017: $30,881Net Income 2017: $28,0812017Revenue 2018: $39,741Expenses 2018: $43,625Net Income 2018: -$3,8842018Revenue 2019: $38,908Expenses 2019: $45,483Net Income 2019: -$6,5752019Revenue 2020: $15,446Expenses 2020: $56,772Net Income 2020: -$41,3262020Revenue 2021: $35,591Expenses 2021: $40,567Net Income 2021: -$4,9762021Revenue 2022: $56,343Expenses 2022: $41,198Net Income 2022: $15,1452022Revenue 2023: $57,941Expenses 2023: $38,360Net Income 2023: $19,5812023Revenue 2024: $25,868Expenses 2024: $36,466Net Income 2024: -$10,5982024

Highlighted filing

2024

Revenue$25,868
Expenses$36,466
Net Income-$10,598
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,388
Liabilities
-
Net assets
$76,388
Revenue
$25,868
Expenses
$36,466
Net income
-$10,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.26$0.36$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.58$0.38$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.56$0.41$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.36$0.41$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.15$0.57$0.41
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.10$1.10$0.39$0.45$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.40$0.44$0.04
2017Summary only. Only limited summary data is available for this year.$1.21$0.00$0.59$0.31$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.52$0.48$0.04
2015Summary only. Only limited summary data is available for this year.$0.89$0.00$0.70$0.66$0.04
2014Summary only. Only limited summary data is available for this year.$0.84$0.00$0.48$0.39$0.08
2013Summary only. Only limited summary data is available for this year.$0.76$0.00$0.39$0.32$0.07
2012Summary only. Only limited summary data is available for this year.$0.69$0.00$0.29$0.31$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$72,709
Mission and Program Overview

Mission

Civic organization

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS MADE TO SUPPORT OTHER 501(C)3 CHARITABLE ORGANIZATIONS$12,848-
CONTRIBUTIONS MADE TO THE ROTARY FOUNDATION TO SUPPORT EYE AND DENTAL CARE CENTER IN MEXICO FOR POOR PEOPLE.$12,600-
DONATED FUNDS TO RECIPIENTS OF THE ROTARY YOUTH LEADERSHIP AWARDS$5,000-
CONTRIBUTIONS MADE TO SAS SCHOLARSHIPS$5,000-
DONATED CHRISTMAS GIFTS AND FUNDS TO MARINE FAMILIES LOCATED AT CAMP PENDLETON--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STELLA CARDOZAPresident-$0--
AUSTIN WALLSecretary/Treas-$0--
WOODY JONESVice President-$0--
CAECILIA GOTAMAPresident Elect-$0--
HARISH MURTHYAsst. Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$39,557-$8,106-
Bike a Thon$10,352---
Total Events$49,909-$46,841$-46,841
Filing and Contact Details

Filer

Filer Name
Irvine Rotary Foundation Inc
EIN
68-0634111
Phone
9493008912
Address
PO BOX 50066, IRVINE, CA 92619

Signing Officer

Name
Harish Murthy
Title
Treasurer
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
New Era CPAs LLP
Address
1322 Scott St Suite 202, San Diego, CA 92106
Preparer
Thomas K Mahony CPA
Phone
6192554630
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: THE ROTARY FOUNDATION | Donee's Address: PO BOX 50066 IRVINE CA 92619 | Cash Amount Given: $12600”

Other Expenses.1002

“Office Expenses $248”

Other Expenses.1012

“Insurance $390”

Other Expenses.1

“Miscellaneous expense $80”

Other Assets.1

“undeposited funds - Beginning $6218 undeposited funds - Ending $0”

Raw XML Appendix179 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/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086986
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076388
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086986
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STELLA CARDOZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AUSTIN WALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WOODY JONES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HARISH MURTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASST. TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06218
IRS990EZ/OtherExpensesTotalAmt0718
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS MADE TO THE ROTARY FOUNDATION TO SUPPORT EYE AND DENTAL CARE CENTER IN MEXICO FOR POOR PEOPLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATED CHRISTMAS GIFTS AND FUNDS TO MARINE FAMILIES LOCATED AT CAMP PENDLETON
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DONATED FUNDS TO RECIPIENTS OF THE ROTARY YOUTH LEADERSHIP AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3CONTRIBUTIONS MADE TO SUPPORT OTHER 501(C)3 CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4CONTRIBUTIONS MADE TO SAS SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012600
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt212848
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt35000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt046841
IRS990EZ/SpecialEventsNetIncomeLossAmt0-46841
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt036466
IRS990EZ/TotalRevenueAmt025868
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0IRVINEROTARY.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt046841
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BIKE A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039557
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01200
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08106
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt037535
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: THE ROTARY FOUNDATION | Donee's Address: PO BOX 50066 IRVINE CA 92619 | Cash Amount Given: $12600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS EXPENSE $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4undeposited funds - Beginning $6218 undeposited funds - Ending $0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARISH MURTHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRVINE ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0IRVI
ReturnHeader/Filer/EIN0680634111
ReturnHeader/Filer/PhoneNum09493008912
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 50066
ReturnHeader/Filer/USAddress/CityNm0IRVINE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900990120
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum06192554630
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas K Mahony CPA
ReturnHeader/ReturnTs02025-05-12T15:44:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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