Civic Intelligence

Visalia Rotary Community Foundation

990 • Fiscal year 2024 • EIN 77-0294270

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 05, 2024

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

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

11th percentile

0.00x

Higher debt load relative to revenue than 11% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

63rd percentile

9.4%

Faster asset growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

123%

Faster revenue growth than 93% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$7,981,238

Up $686,433 (+9.4%) from 2023

Net Assets

Up

$7,980,306

Up $685,795 (+9.4%) from 2023

Liabilities

Up

$932

Up $638 (+217%) from 2023

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin70th percentile

Revenue

Up

$431,034

Up $237,638 (+123%) from 2023

Expenses

Up

$359,843

Up $91,746 (+34%) from 2023

Net Income

Up

$71,191

Up $145,892 (+195%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2024

Assets$7,981,238
Liabilities$932
Net Assets$7,980,306
Open 2024 Filing

Operations Trend

Revenue Growth93rd 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

2024

Revenue$431,034
Expenses$359,843
Net Income$71,191
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 5, 2024
Return Version
2023v5.1
Gross Receipts
$440,136
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$7,294,511$7,980,306▲ $685,795
Investments in Publicly Traded Securities$6,259,939$6,977,343▲ $717,404
Land, Buildings, and Equipment, Net$561,103$561,103→ $0
Cash and Non-Interest-Bearing Accounts$119,765$264,566▲ $144,801
Savings and Temporary Cash Investments$293,998$116,845▼ $177,153
Other Notes and Loans Receivable, Net$60,000$60,000→ $0
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$7,294,805$7,981,238▲ $686,433
Other Assets Total-$1,381-
Liabilities
Accounts Payable and Accrued Expenses$294$932▲ $638
Total Liabilities$294$932▲ $638
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,294,511$7,980,306▲ $685,795
Total Liabilities and Net Assets / Fund Balance$7,294,805$7,981,238▲ $686,433

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$6,399,578$118,061▲ $944,598$33,070$7,176,027
2022$5,993,648$148,951▲ $570,629$55,847$6,399,578
2021$7,302,786$32,372▼ $919,034$152,610$5,993,648
2020$6,013,641$107,367▲ $1,326,905$43,017$7,302,786
2019$4,702,877$1,703,238▼ $29,221$39,498$6,013,641
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Tom HornburgPresident
Todd MartinPresident Elect
Gerald ScneiderVice President
Anees AkhundDirector
Deborah VolosinDirector
Don RitterDirector
Dru QuesnoyDirector
Eric AndersonDirector
Hollis FernandezDirector
Jeff MoyerDirector
Jennifer PachecoDirector
Jose AriasDirector
Michael DamronDirector
Eric ShannonExecutive Director
Ryan PurkissExecutive Sec.
Frances LangleySecretary
Gary SimmonsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$118,061
Program Service Revenue
$0
Investment Income
$297,296
Other Revenue
$15,677
All Other Contributions
$118,061
Change in Net Assets
$71,191
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$331,647
Salaries, Compensation, and Employee Benefits$15,189
Other Expenses$13,007
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$281,147--$281,147
Grants to Domestic Individuals$50,500--$50,500
Other Salaries and Wages-$13,950-$13,950
Fees for Services Accounting-$4,505-$4,505
Insurance-$2,990-$2,990
Fees for Services Other-$2,043-$2,043
Payroll Taxes-$1,239-$1,239
Other Expenses-$20-$20
Total Functional Expenses$331,647$28,196$0$359,843
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Visalia School DistrictVisalia, CA-Remodel Rotary Theater$106,207
Tulare County Hope for the HoVisalia, CA-Low Barrier Shelter$57,960
Bethlehem CenterFresno, CA-Reefer Box Truck$25,000
Boys & Girls Clubs of the SeqVisalia, CA-Truck$15,000
Family Services of Tulare CoVisalia, CA-Building Repairs$15,000
K H FoundationVisalia, CA-Shade/play$15,000
Visalia Rescue MissionVisalia, CA-Kitchen$15,000
Salt LightVisalia, CA-People Mover$10,000
Happy Trails Riding AcademyVisalia, CA-Driveway, Paths$9,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,779
Fundraising Direct Expenses$9,102
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blarney Bash$24,779$24,779$4,557$20,222
Total Events$24,779$24,779$9,102$15,677
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
Gary SimmonsTreasurerAccounting ServicesNo$6,930

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
No
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, Section A, Line 2

“Form 990, part vi, section a-governing body and management: frances langley is an associate of gary simmons' accountancy corporation.”

Form 990, Part VI, Section B, Line 11B

“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 foundation's website.”

Form 990, Part VI, Section C, Line 19

“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 organization's website. 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
Eric Shannon
Title
Executive Director
Signed
2024-12-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Shannon
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
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/TitleTxt2PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Sec.
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
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IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt0561103
IRS990/LandBldgEquipCostOrOtherBssAmt0561103
IRS990/LegalDomicileStateCd0CA
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
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IRS990/NetAssetsOrFundBalancesEOYAmt07980306
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt098251
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt015677
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0664224
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt01381
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BOOKKEEPING SERVICES
IRS990/OtherExpensesGrp/Desc1WEBSITE ADMINISTRATION
IRS990/OtherExpensesGrp/Desc2SUPPLIES & MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02425
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1832
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2192
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt320
IRS990/OtherExpensesGrp/TotalAmt02425
IRS990/OtherExpensesGrp/TotalAmt1832
IRS990/OtherExpensesGrp/TotalAmt2192
IRS990/OtherExpensesGrp/TotalAmt320
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013950
IRS990/OtherSalariesAndWagesGrp/TotalAmt013950
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt060000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt060000
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01239
IRS990/PayrollTaxesGrp/TotalAmt01239
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.THE FOUNDATION ALSO PROVIDES SCHOLARSHIPS TO STUDENTS ATTENDING COLLEGE OF THE SEQUOIAS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt050500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt050500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0148951
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0251000
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IRS990/PYOtherExpensesAmt010870
IRS990/PYOtherRevenueAmt051
IRS990/PYRevenuesLessExpensesAmt0-74701
IRS990/PYSalariesCompEmpBnftPaidAmt06227
IRS990/PYTotalExpensesAmt0268097
IRS990/PYTotalRevenueAmt0193396
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt071191
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07980306
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0107367
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01773511
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0199045
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0191339
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0174615
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0140346
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0149095
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0854440
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75670
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0107367
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IRS990ScheduleA/TotalSupportAmt03511842
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,981,238
Liabilities
$932
Net assets
$7,980,306
Revenue
$431,034
Expenses
$359,843
Net income
$71,191
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
2024Detailed filing. Detailed filing data is available for this year.$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
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