Civic Intelligence

Visalia Rotary Community Foundation

990 • Fiscal year 2020 • EIN 77-0294270

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 22, 2021

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

8th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

8th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

78th percentile

25%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

957%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$6,644,133

Up $1,335,324 (+25%) from 2019

Net Assets

Up

$6,643,918

Up $1,335,326 (+25%) from 2019

Liabilities

Down

$215

Down $2 (-0.9%) from 2019

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin97th percentile

Revenue

Up

$1,899,028

Up $1,719,317 (+957%) from 2019

Expenses

Up

$368,803

Up $158,974 (+76%) from 2019

Net Income

Up

$1,530,225

Up $1,560,343 (+5181%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2020

Assets$6,644,133
Liabilities$215
Net Assets$6,643,918
Open 2020 Filing

Operations Trend

Revenue Growth99th 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

2020

Revenue$1,899,028
Expenses$368,803
Net Income$1,530,225
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 22, 2021
Return Version
2019v5.0
Gross Receipts
$1,899,028
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
Rtn Earn Endowment Incm Other Fnds$5,308,592$6,643,918▲ $1,335,326
Investments in Publicly Traded Securities$4,358,181$5,590,839▲ $1,232,658
Land, Buildings, and Equipment, Net$560,392$561,103▲ $711
Savings and Temporary Cash Investments$298,567$362,756▲ $64,189
Cash and Non-Interest-Bearing Accounts$91,669$69,435▼ $22,234
Other Notes and Loans Receivable, Net-$60,000-
Accounts Receivable-$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$5,308,809$6,644,133▲ $1,335,324
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$217$215▼ $2
Total Liabilities$217$215▼ $2
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,308,592$6,643,918▲ $1,335,326
Total Liabilities and Net Assets / Fund Balance$5,308,809$6,644,133▲ $1,335,324

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$517,348-$517,348
Land$43,755-$43,755

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$4,702,877$1,703,238▼ $29,221$39,498$6,013,641
2018$4,726,467$114,993▲ $104,868$39,728$4,702,877
2017$4,314,455$216,848▲ $434,825$42,910$4,727,467
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
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Deborah VolosinPresident
Philip HornburgVice President
Aron GilarteDirector
Don RitterDirector
Dru QuesnoyDirector
Gerald ScneiderDirector
Iris EastDirector
Liz WinnDirector
Marty ZeebDirector
Merritt WisemanDirector
Ryan PurkissDirector
Steve ChrismanDirector
Susan LucasDirector
Eric ShannonExecutive Director
Duane ScottExecutive Sec.
Frances LangleySecretary
Anees AkhundTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,773,511
Program Service Revenue
$0
Investment Income
$125,517
Other Revenue
$0
All Other Contributions
$1,773,511
Change in Net Assets
$1,530,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$355,642
Other Expenses$7,912
Salaries, Compensation, and Employee Benefits$5,249
Total Fundraising Expense$871
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$267,642--$267,642
Grants to Domestic Individuals$88,000--$88,000
Other Salaries and Wages-$4,800-$4,800
Insurance-$3,193-$3,193
Fees for Services Accounting-$2,600-$2,600
Information Technology-$832-$832
Payroll Taxes-$449-$449
Office Expenses-$249-$249
Fees for Services Legal-$97-$97
Other Expenses-$70$871$70
Total Functional Expenses$355,642$12,290$871$368,803
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Visalia Emergency Aid CouncilVisalia, CA-Covid Releif$40,000
Bethlehem CenterFresno, CA-Covid Releif$25,000
Food Link of Tulare County IVisalia, CA-Covid Releif$25,000
Kaweah Delta Hospital FoundVisalia, CA-Street Doctor Program$25,000
Visalia Rescue MissionVisalia, CA-Covid Releif$25,000
Able Industries IncVisalia, CA-Bus Barn$20,000
Visalia Seniors GleanersVisalia, CA-Food for Seniors$20,000
Tulare County Historical SocVisalia, CA-Farm Implement Building$15,000
Freindship HouseTulare, CA-Replace Flooring$12,000
Family Services of Tulare CoVisalia, CA-Covid Releif$10,000
Self-help EnterprisesVisalia, CA-Bridge Housing$10,000
Visalia Educational FoundVisalia, CA-Coats for Kids$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$3,193
Frances LangleySecretaryBookkeeping ServicesNo$2,400

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
Backup withholding compliance
No
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
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
2021-04-22
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/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,644,133
Liabilities
$215
Net assets
$6,643,918
Revenue
$1,899,028
Expenses
$368,803
Net income
$1,530,225
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
2020Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $5M-$10M nonprofits