Civic Intelligence

Irvine Rotary Foundation Inc.

990EZ • Fiscal year 2023 • EIN 68-0634111

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 08, 2024

PO Box 50066Irvine, CA 92619

(949) 300-8912

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

78th percentile

29%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

48th percentile

2.8%

Faster revenue growth than 48% of similar nonprofits.

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

Assets

Up

$86,986

Up $19,581 (+29%) from 2022

Net Assets

Up

$86,986

Up $19,581 (+29%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$57,941

Up $1,598 (+2.8%) from 2022

Expenses

Down

$38,360

Down $2,838 (-6.9%) from 2022

Net Income

Up

$19,581

Up $4,436 (+29%) from 2022

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

2023

Assets$86,986
Liabilities-
Net Assets$86,986

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

2023

Revenue$57,941
Expenses$38,360
Net Income$19,581
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 8, 2024
Return Version
2022v5.0
Gross Receipts
$90,995
Mission and Program Overview

Mission

Civic organization

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS MADE TO THE ROTARY FOUNDATION TO SUPPORT EYE AND DENTAL CARE CENTER IN MEXICO FOR POOR PEOPLE.$16,610-
CONTRIBUTIONS MADE TO SUPPORT OTHER 501(C)3 CHARITABLE ORGANIZATIONS$14,511-
DONATED FUNDS TO RECIPIENTS OF THE ROTARY YOUTH LEADERSHIP AWARDS$2,550-
DONATED CHRISTMAS GIFTS AND FUNDS TO MARINE FAMILIES LOCATED AT CAMP PENDLETON$1,800-
ART FOR PEACE PROJECT$500-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STELLA CARDOZAPresident-$0--
AUSTIN WALLPresident-Elect-$0--
RICK TOPPINGVice President-$0--
JOHN WALKERSecretary-$0--
HARISH MURTHYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$46,573-$12,828-
Bike a Thon$21,650---
Total Events$68,223-$33,054$-33,054
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
2024-02-08
Discuss with paid preparer
Yes

Preparer

Firm
New Era CPAs LLP
Address
2750 Womble Rd Ste 102, 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: $23367

Other Expenses.1002

Office Expenses $909

Other Expenses.1

TAX & FILING FEES $50

Other Expenses.2

Miscellaneous expense $30

Other Assets.1

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

Raw XML Appendix186 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/OtherExpensesTotalAmt0989
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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/DescriptionProgramSrvcAccomTxt4ART FOR PEACE PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016610
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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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: $23367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $909
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX & FILING FEES $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS EXPENSE $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4undeposited funds - Beginning $0 undeposited funds - Ending $6218
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-08
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ReturnHeader/PreparerPersonGrp/PhoneNum06192554630
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas K Mahony CPA
ReturnHeader/ReturnTs02024-02-08T13:47:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HARISH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MURTHY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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