Civic Intelligence

Visalia Rotary Community Foundation

990 • Fiscal year 2017 • EIN 77-0294270

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 11, 2017

3600 W Mineral King Ave Ste CVisalia, CA 93291

(559) 625-3200

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

62nd percentile

7.4%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

99%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$4,920,944

Up $340,393 (+7.4%) from 2016

Net Assets

Up

$4,920,720

Up $340,404 (+7.4%) from 2016

Liabilities

Down

$224

Down $11 (-4.7%) from 2016

Revenue

Up

$515,408

Up $256,669 (+99%) from 2016

Expenses

Down

$211,188

Down $18,618 (-8.1%) from 2016

Net Income

Up

$304,220

Up $275,287 (+951%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $3,662,041Liabilities 2011: $654Net Assets 2011: $3,661,3872011Assets 2012: $3,750,544Liabilities 2012: $605Net Assets 2012: $3,749,9392012Assets 2013: $4,215,478Liabilities 2013: $345Net Assets 2013: $4,215,1332013Assets 2014: $4,846,475Liabilities 2014: $167Net Assets 2014: $4,846,3082014Assets 2015: $4,752,047Liabilities 2015: $244Net Assets 2015: $4,751,8032015Assets 2016: $4,580,551Liabilities 2016: $235Net Assets 2016: $4,580,3162016Assets 2017: $4,920,944Liabilities 2017: $224Net Assets 2017: $4,920,7202017Assets 2018: $5,332,891Liabilities 2018: $221Net Assets 2018: $5,332,6702018Assets 2019: $5,308,809Liabilities 2019: $217Net Assets 2019: $5,308,5922019Assets 2020: $6,644,133Liabilities 2020: $215Net Assets 2020: $6,643,9182020Assets 2021: $8,028,627Liabilities 2021: $110,917Net Assets 2021: $7,917,7102021Assets 2022: $6,879,022Liabilities 2022: $216Net Assets 2022: $6,878,8062022Assets 2023: $7,294,805Liabilities 2023: $294Net Assets 2023: $7,294,5112023Assets 2024: $7,981,238Liabilities 2024: $932Net Assets 2024: $7,980,3062024Assets 2025: $8,462,656Liabilities 2025: $919Net Assets 2025: $8,461,7372025

Highlighted filing

2017

Assets$4,920,944
Liabilities$224
Net Assets$4,920,720

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $338,805Expenses 2011: $97,792Net Income 2011: $241,0132011Revenue 2012: $289,360Expenses 2012: $114,807Net Income 2012: $174,5532012Revenue 2013: $453,335Expenses 2013: $131,575Net Income 2013: $321,7602013Revenue 2014: $696,480Expenses 2014: $146,050Net Income 2014: $550,4302014Revenue 2015: $286,044Expenses 2015: $243,864Net Income 2015: $42,1802015Revenue 2016: $258,739Expenses 2016: $229,806Net Income 2016: $28,9332016Revenue 2017: $515,408Expenses 2017: $211,188Net Income 2017: $304,2202017Revenue 2018: $859,433Expenses 2018: $244,799Net Income 2018: $614,6342018Revenue 2019: $179,711Expenses 2019: $209,829Net Income 2019: -$30,1182019Revenue 2020: $1,899,028Expenses 2020: $368,803Net Income 2020: $1,530,2252020Revenue 2021: $685,651Expenses 2021: $132,269Net Income 2021: $553,3822021Revenue 2022: $776,076Expenses 2022: $586,354Net Income 2022: $189,7222022Revenue 2023: $193,396Expenses 2023: $268,097Net Income 2023: -$74,7012023Revenue 2024: $431,034Expenses 2024: $359,843Net Income 2024: $71,1912024Revenue 2025: $358,031Expenses 2025: $297,896Net Income 2025: $60,1352025

Highlighted filing

2017

Revenue$515,408
Expenses$211,188
Net Income$304,220
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 11, 2017
Return Version
2016v3.0
Gross Receipts
$515,408
Mission and Program Overview

Mission

To give back to the visalia community through grants to local charities and scholarships to local individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,982,003$3,939,416▲ $957,413
Land, Buildings, and Equipment, Net$252,759$560,392▲ $307,633
Savings and Temporary Cash Investments$1,151,320$358,543▼ $792,777
Cash and Non-Interest-Bearing Accounts$194,469$62,593▼ $131,876
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,580,551$4,920,944▲ $340,393
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$235$224▼ $11
Total Liabilities$235$224▼ $11
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,225,867$4,314,455▲ $88,588
Unrestricted Net Assets$354,449$606,265▲ $251,816
Total Net Assets Fund Balance$4,580,316$4,920,720▲ $340,404
Total Liabilities and Net Assets / Fund Balance$4,580,551$4,920,944▲ $340,393

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$516,637-$516,637
Land$43,755-$43,755

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$4,225,867$61,443▲ $392,884$202,596$4,314,455
2015$4,632,756$22,514▼ $220,392$35,923$4,225,867
2014$4,715,390$157,860▼ $28,358$32,680$4,632,756
2013$4,172,070$99,383▲ $634,047$40,544$4,768,477
2012$3,698,940$208,834▲ $429,452$44,558$4,172,070
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marty ZeebPast President
Lloyd HicksPresident & CEO
Bruce NicoteroPresident Elect
Philip HornburgVice President
Dru QuesnoyDirector
Gerald ScneiderDirector
Glenn BlackDirector
Karen Lovik-lindbergDirector
Peter GolombekDirector
Rilian BallDirector
Ryan PurkissDirector
Sasahelena MartinezDirector
Steve ChrismanDirector
Steve PerryDirector
Susan LucasDirector
Tim FosterDirector
Eric ShannonExecutive Director
Duane ScottExecutive Treas
Frances LangleySecretary
Larry BeneventoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$158,699
Program Service Revenue
$0
Investment Income
$356,709
Other Revenue
$0
All Other Contributions
$158,699
Change in Net Assets
$304,220

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$27,716Donor Invoice
Other Non Cash Contri Table1$20,000Donor Value
Other Non Cash Contri Table1$10,000Donor Value
Other Non Cash Contri Table9$8,879Vendors Est
Securities Publicly Traded1$6,749Fair Market Value (FMV)
Other Non Cash Contri Table1$6,500Donor Value
Other Non Cash Contri Table1$5,000Donor Value
Total Noncash Contributions15$84,844-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$158,750
Other Expenses$47,638
Total Fundraising Expense$5,396
Salaries, Compensation, and Employee Benefits$4,800
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$87,500--$87,500
Grants to Domestic Individuals$71,250--$71,250
Fees for Service Investment Mgmnt Fees-$35,006-$35,006
Other Salaries and Wages-$4,800-$4,800
Insurance-$2,863-$2,863
Fees for Services Accounting-$2,400-$2,400
Fees for Services Legal-$533-$533
Office Expenses-$280-$280
Other Expenses-$160$5,396$160
Total Functional Expenses$158,750$47,042$5,396$211,188
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Food Link of Tulare County IVisalia, CA-Purchase of Freezer Unit$30,000
Visalia Emergency Aid CouncilVisalia, CA-Parking Lot Improv & Secur. Lights$9,000
Pro YouthVisalia, CA-Purchase of Printers$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Steve ChrismanDirectorPurch Liability InsNo$2,863
Frances LangleySecretaryBookkeeping ServicesNo$2,400
Philip HornburgVice PresidentLegal ServicesNo$533

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Form 990, part vi, section a-governing body and management: duane w. Scott is an associate of frances langley's accountancy corporation.

Form 990, Part VI, Line 11B: Form 990 Review Process

A copy of the form 990 is furnished to the board of directors prior to filing. The board reviews the form 990. Once the board has approved the form 990, the president signs the original form and it is filed with the irs.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization furnishes copies of its governing documents and financial statements to the general public upon request. The organization does not maintain a conflict of interest policy.

Filing and Contact Details

Filer

Filer Name
Visalia Rotary Community Foundation
EIN
77-0294270
Phone
5596253200
Address
3600 W MINERAL KING AVE STE C, VISALIA, CA 93291

Signing Officer

Name
Duane Scott
Title
Executive Treasurer
Signed
2017-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lloyd Hicks
Formed
1991
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
1

Preparer

Firm
Scott Mainord Langley & Simmons Inc
Address
3600 West Mineral King Avenue Suite, Visalia, CA 93291
Preparer
Frances I Langley
Phone
5596253200
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

To give back to the visalia community through grants to local charities and scholarships to local individuals.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt2President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Executive Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt18Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt19President Elect
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0275883
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt087500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt071250
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt071250
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt087500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt087500
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0275883
IRS990/GrossReceiptsAmt0515408
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02863
IRS990/InsuranceGrp/TotalAmt02863
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt080826
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080826
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02982003
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03939416
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0252759
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0560392
IRS990/LandBldgEquipCostOrOtherBssAmt0560392
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO GIVE BACK TO THE VISALIA COMMUNITY THROUGH GRANTS TO LOCAL CHARITIES AND SCHOLARSHIPS TO LOCAL INDIVIDUALS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04580316
IRS990/NetAssetsOrFundBalancesEOYAmt04920720
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0275883
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0275883
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt036184
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt084844
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0280
IRS990/OfficeExpensesGrp/TotalAmt0280
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0EVENTS
IRS990/OtherExpensesGrp/Desc1TAXES
IRS990/OtherExpensesGrp/Desc2CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3WEBSITE
IRS990/OtherExpensesGrp/FundraisingAmt05396
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0627
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1373
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2160
IRS990/OtherExpensesGrp/TotalAmt05396
IRS990/OtherExpensesGrp/TotalAmt1627
IRS990/OtherExpensesGrp/TotalAmt2373
IRS990/OtherExpensesGrp/TotalAmt3160
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04800
IRS990/OtherSalariesAndWagesGrp/TotalAmt04800
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0LLOYD HICKS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0DURING THE FISCAL YEAR VISALIA ROTARY COMMUNITY FOUNDATION PROVIDED SCHOLARSHIPS TO GRADUATING SENIORS OF LOCAL HIGH SCHOOLS TO ATTEND SECONDARY AND VOCATIONAL SCHOOLS. RELATIVES OF VISALIA ROTARIANS WERE NOT ELIGIBLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt071250
IRS990/ProgSrvcAccomActy2Grp/GrantAmt071250
IRS990/ProgSrvcAccomActy3Grp/Desc0VISALIA ROTARY COMMUNITY FOUNDATION COMPLETED CONSTRUCTION OF THE RESPITE HOUSE AND LEASED IT TO KAWEAH DELTA HEALTH CARE DISTRICT FOR $1 PER YEAR. THE RESPITE HOUSE IS TO BE USED RENT FREE BY FAMILIES FROM OUT OF THE AREA WHO HAVE LOVED ONES IN THE KAWEAH DELTA HOSPITAL.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0278705
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0174875
IRS990/PYInvestmentIncomeAmt0-19966
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt050131
IRS990/PYRevenuesLessExpensesAmt028933
IRS990/PYSalariesCompEmpBnftPaidAmt04800
IRS990/PYTotalExpensesAmt0229806
IRS990/PYTotalRevenueAmt0258739
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0304220
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01151320
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0358543
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0158699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0278705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0177710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0176338
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0208835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01000287
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt080826

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.46$0.00$8.46$0.36$0.30$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.98$0.00$7.98$0.43$0.36$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.29$0.00$7.29$0.19$0.27$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.88$0.00$6.88$0.78$0.59$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.03$0.11$7.92$0.69$0.13$0.55
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.64$0.00$6.64$1.90$0.37$1.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.31$0.00$5.31$0.18$0.21$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$0.00$5.33$0.86$0.24$0.61
2017Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.52$0.21$0.30
2016Summary only. Only limited summary data is available for this year.$4.58$0.00$4.58$0.26$0.23$0.03
2015Summary only. Only limited summary data is available for this year.$4.75$0.00$4.75$0.29$0.24$0.04
2014Summary only. Only limited summary data is available for this year.$4.85$0.00$4.85$0.70$0.15$0.55
2013Summary only. Only limited summary data is available for this year.$4.22$0.00$4.22$0.45$0.13$0.32
2012Summary only. Only limited summary data is available for this year.$3.75$0.00$3.75$0.29$0.11$0.17
2011Summary only. Only limited summary data is available for this year.$3.66$0.00$3.66$0.34$0.10$0.24