Civic Intelligence

Visalia Rotary Community Foundation

990 • Fiscal year 2019 • EIN 77-0294270

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 25, 2019

Organization ProfileN/A
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

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

14th percentile

-17%

Higher net margin than 14% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

35th percentile

-0.5%

Faster asset growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$5,308,809

Down $24,082 (-0.5%) from 2018

Net Assets

Down

$5,308,592

Down $24,078 (-0.5%) from 2018

Liabilities

Down

$217

Down $4 (-1.8%) from 2018

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin14th percentile

Revenue

Down

$179,711

Down $679,722 (-79%) from 2018

Expenses

Down

$209,829

Down $34,970 (-14%) from 2018

Net Income

Down

-$30,118

Down $644,752 (-105%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2019

Assets$5,308,809
Liabilities$217
Net Assets$5,308,592
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

2019

Revenue$179,711
Expenses$209,829
Net Income-$30,118
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 25, 2019
Return Version
2018v3.1
Gross Receipts
$220,950
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$3,905,280$4,358,181▲ $452,901
Land, Buildings, and Equipment, Net$560,392$560,392→ $0
Savings and Temporary Cash Investments$810,711$298,567▼ $512,144
Cash and Non-Interest-Bearing Accounts$56,508$91,669▲ $35,161
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$5,332,891$5,308,809▼ $24,082
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$221$217▼ $4
Total Liabilities$221$217▼ $4
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,727,467$5,308,592▲ $581,125
Unrestricted Net Assets$605,203--
Total Net Assets Fund Balance$5,332,670$5,308,592▼ $24,078
Total Liabilities and Net Assets / Fund Balance$5,332,891$5,308,809▼ $24,082

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$4,726,467$114,993▲ $104,868$39,728$4,702,877
2017$4,314,455$216,848▲ $434,825$42,910$4,726,467
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
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Ryan PurkissPresident
Philip HornburgVice President
Bruce NicoteroDirector
Cheri BarnesDirector
Deborah VolosinDirector
Don RitterDirector
Doug ArnoldDirector
Dru QuesnoyDirector
Gerald ScneiderDirector
Mark BrackettDirector
Marty ZeebDirector
STEVEN McCARTHADirector
Sarahelena MartinezDirector
Steve ChrismanDirector
Susan LucasDirector
Eric ShannonExecutive Director
Duane ScottExecutive Sec.
Frances LangleySecretary
Anees AkhundTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$119,993
Program Service Revenue
$0
Investment Income
$59,718
Other Revenue
$0
All Other Contributions
$119,993
Change in Net Assets
$-30,118
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$194,500
Other Expenses$10,068
Salaries, Compensation, and Employee Benefits$5,261
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$105,000--$105,000
Grants to Domestic Individuals$89,500--$89,500
Other Salaries and Wages-$4,800-$4,800
Insurance-$3,307-$3,307
Fees for Services Accounting-$2,200-$2,200
Office Expenses-$461-$461
Payroll Taxes-$461-$461
Information Technology-$205-$205
Other Expenses-$75-$75
Total Functional Expenses$194,500$15,329$0$209,829
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Food Link of Tulare County IVisalia, CA-Food Quarntine & Volunteer Upgrade$25,000
Visalia Rescue MissionVisalia, CA-New Service Vehicle$20,000
Bethlehem CenterFresno, CA-New Cooler/freezer$15,000
The Creative Center FoundatioVisalia, CA-New Restrooms in Gallery and Studio$15,000
Boys & Girls Clubs of the SeqVisalia, CA-Soccer/muti Use Field Ivanhoe$10,000
Golden State YmcaVisalia, CA-Remodel Camp Showers$10,000
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$3,307
Frances LangleySecretaryBookkeeping ServicesNo$2,200

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, an officer signs the original form and it is filed with the irs. The form 990 is also posted on the foundations website.”

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 financial statements are also published on the organizations wesite. 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 SECRETARY
Signed
2019-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Shannon
Formed
1991
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
17
Employees
1

Preparer

Firm
Scott Mainord Langley & Simmons Inc
Address
3600 West Mineral King Avenue Suite, Visalia, CA 93291
Preparer
Gary A Simmons
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/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Executive Sec.
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Vice President
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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/NetAssetsOrFundBalancesBOYAmt05332670
IRS990/NetAssetsOrFundBalancesEOYAmt05308592
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-41239
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
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IRS990/OtherSalariesAndWagesGrp/TotalAmt04800
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0461
IRS990/PayrollTaxesGrp/TotalAmt0461
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ERIC SHANNON
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.
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt080826
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt081128
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt086060
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,308,809
Liabilities
$217
Net assets
$5,308,592
Revenue
$179,711
Expenses
$209,829
Net income
-$30,118
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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