Civic Intelligence

Irvine Rotary Foundation Inc.

990EZ • Fiscal year 2016 • EIN 68-0634111

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

PO Box 295East Irvine, CA 92650

(949) 852-1600

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

60th percentile

7.7%

Higher net margin than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

55th percentile

4.5%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-27%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$92,590

Up $3,952 (+4.5%) from 2015

Net Assets

$92,590

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$51,518

Down $18,897 (-27%) from 2015

Expenses

Down

$47,566

Down $18,386 (-28%) from 2015

Net Income

Down

$3,952

Down $511 (-11%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$92,590
Liabilities-
Net Assets$92,590

Operations Trend

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

2016

Revenue$51,518
Expenses$47,566
Net Income$3,952
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$73,402
Mission and Program Overview

Mission

Civic organization

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS MADE TO SUPPORT OTHER 501(C)3 CHARITABLE ORGANIZATIONS-$39,014
CONTRIBUTIONS MADE TO THE ROTARY SMILES DENTAL CLINIC, TO SUPPORT A FREE DENTAL CLINIC FOR CHILDREN IN THE IRVINE SCHOOL DISTRICT WITHOUT ACCESS TO DENTAL CAREAND TO MEXICO DENTAL CLINICS FOR POOR CHILDREN.-$7,000
DONATED CHRISTMAS GIFTS AND FUNDS TO FOUR MARINE FAMILIES LOCATED AT CAMP PENDLETON.$1,875-
DONATED FUNDS TO THE LAGUNA PLAYHOUSE FOR A MATCHING GRANT WITH THE ROTARY FOUNDATION TO BRING THEATRE PROGRAMS TO THE LOCAL IRVINE SCHOOLS.-$1,000
DONATED FUNDS TO RECIPIENTS OF THE IRVINE POLICE DEPARTMENTS PUBLIC SAFETY AWARD WINNERS.$750-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK BRUBAKERPresident Elect-$0--
AUSTIN WALLTreasurerPT$0--
JOSEPH MOLINAPresident-$0--
CISCA STELLHORNVice President-$0--
RICHARD MILOSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$38,339$38,339$20,969$17,370
Bowl-a-thon$6,950$6,950$915$6,035
Total Events$45,289$45,289$21,884$23,405
Filing and Contact Details

Filer

Filer Name
Irvine Rotary Foundation Inc
EIN
68-0634111
Address
PO BOX 295, EAST IRVINE, CA 92650

Signing Officer

Name
Jeff Elkins
Title
Treasurer
Signed
2017-02-14
Supplemental Narrative

Additional Explanations

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

| Donee's Name: DENTAL CARE FOR CHILDREN | Donee's Address: 14785 JEFFREY ROAD, SUITE 112 IRVINE CA 92720 | Relationship of Donee: NONE | Cash Amount Given: $7000

Grants and Similar Amounts Paid In Excess of $5,000.22

| Donee's Name: GLOBAL GRANT - ROTARY FOUNDATION | Donee's Address: 14280 Collections Center Dr. Chicago IL 60693 | Relationship of Donee: NONE | Cash Amount Given: $5250

Other Expenses.1

MERCHANT FEES $527

Other Expenses.2

STATE TAX $25

Raw XML Appendix164 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0552
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CIVIC ORGANIZATION
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONTRIBUTIONS MADE TO SUPPORT OTHER 501(C)3 CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DONATED FUNDS TO RECIPIENTS OF THE IRVINE POLICE DEPARTMENTS PUBLIC SAFETY AWARD WINNERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3DONATED CHRISTMAS GIFTS AND FUNDS TO FOUR MARINE FAMILIES LOCATED AT CAMP PENDLETON.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4DONATED FUNDS TO THE LAGUNA PLAYHOUSE FOR A MATCHING GRANT WITH THE ROTARY FOUNDATION TO BRING THEATRE PROGRAMS TO THE LOCAL IRVINE SCHOOLS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: DENTAL CARE FOR CHILDREN | Donee's Address: 14785 JEFFREY ROAD, SUITE 112 IRVINE CA 92720 | Relationship of Donee: NONE | Cash Amount Given: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: GLOBAL GRANT - ROTARY FOUNDATION | Donee's Address: 14280 Collections Center Dr. Chicago IL 60693 | Relationship of Donee: NONE | Cash Amount Given: $5250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MERCHANT FEES $527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STATE TAX $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeff Elkins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRVINE ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0IRVI
ReturnHeader/Filer/EIN0680634111
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 295
ReturnHeader/Filer/USAddress/CityNm0EAST IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092650
ReturnHeader/ReturnTs02017-02-14T09:49:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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