Civic Intelligence

Thousand Oaks Rotary Foundation

990 • Fiscal year 2016 • EIN 77-0297455

Jul 01, 2015 to Jun 30, 2016 • Filed on May 03, 2017

Organization ProfileN/A
PO Box 1225Thousand Oaks, CA 91360

(805) 497-9796

Siviq Scores

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

Liabilities / Assets

57th percentile

0.07x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.40x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

81st percentile

23%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$1,565

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

62nd percentile

6.0%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-22%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$670,609

Up $37,930 (+6.0%) from 2015

Net Assets

Up

$621,386

Up $28,965 (+4.9%) from 2015

Liabilities

Up

$49,223

Up $8,965 (+22%) from 2015

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin81st percentile

Revenue

Down

$123,413

Down $34,255 (-22%) from 2015

Expenses

Down

$94,448

Down $2,353 (-2.4%) from 2015

Net Income

Down

$28,965

Down $31,902 (-52%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$1.0M$500K$0Assets 2011: $390,023Liabilities 2011: $1,0002011Assets 2012: $478,953Liabilities 2012: $39,0672012Assets 2013: $516,258Liabilities 2013: $36,497Net Assets 2013: $479,7612013Assets 2014: $578,565Liabilities 2014: $47,011Net Assets 2014: $531,5542014Assets 2015: $632,679Liabilities 2015: $40,258Net Assets 2015: $592,4212015Assets 2016: $670,609Liabilities 2016: $49,223Net Assets 2016: $621,3862016Assets 2017: $683,551Liabilities 2017: $13,276Net Assets 2017: $670,2752017Assets 2018: $738,469Liabilities 2018: $14,394Net Assets 2018: $724,0752018Assets 2019: $825,421Liabilities 2019: $18,775Net Assets 2019: $806,6462019Assets 2020: $804,337Liabilities 2020: $7,699Net Assets 2020: $796,6382020Assets 2021: $842,798Liabilities 2021: $17,650Net Assets 2021: $825,1482021Assets 2022: $894,866Liabilities 2022: $13,967Net Assets 2022: $880,8992022Assets 2023: $905,766Liabilities 2023: $39,194Net Assets 2023: $866,5722023Assets 2024: $960,387Liabilities 2024: $26,024Net Assets 2024: $934,3632024

Highlighted filing

2016

Assets$670,609
Liabilities$49,223
Net Assets$621,386
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

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

$200K$100K$0-$100KRevenue 2011: $132,531Expenses 2011: $119,705Net Income 2011: $12,8262011Revenue 2012: $125,197Expenses 2012: $74,334Net Income 2012: $50,8632012Revenue 2013: $139,524Expenses 2013: $99,649Net Income 2013: $39,8752013Revenue 2014: $132,028Expenses 2014: $80,235Net Income 2014: $51,7932014Revenue 2015: $157,668Expenses 2015: $96,801Net Income 2015: $60,8672015Revenue 2016: $123,413Expenses 2016: $94,448Net Income 2016: $28,9652016Revenue 2017: $177,823Expenses 2017: $128,934Net Income 2017: $48,8892017Revenue 2018: $147,271Expenses 2018: $93,471Net Income 2018: $53,8002018Revenue 2019: $189,986Expenses 2019: $107,415Net Income 2019: $82,5712019Revenue 2020: $174,365Expenses 2020: $184,373Net Income 2020: -$10,0082020Revenue 2021: $89,111Expenses 2021: $60,601Net Income 2021: $28,5102021Revenue 2022: $147,812Expenses 2022: $92,061Net Income 2022: $55,7512022Revenue 2023: $83,142Expenses 2023: $97,469Net Income 2023: -$14,3272023Revenue 2024: $117,186Expenses 2024: $49,395Net Income 2024: $67,7912024

Highlighted filing

2016

Revenue$123,413
Expenses$94,448
Net Income$28,965
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 3, 2017
Return Version
2015v3.0
Gross Receipts
$250,609
Mission and Program Overview

Mission

To provide scholarship awards to individuals and grants to other non profit organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$543,463$588,446▲ $44,983
Cash and Non-Interest-Bearing Accounts$50,421$46,867▼ $3,554
Savings and Temporary Cash Investments$28,154$33,594▲ $5,440
Accounts Receivable$10,141$1,700▼ $8,441
Prepaid Expenses and Deferred Charges$500$0▼ $500
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$632,679$670,609▲ $37,930
Other Assets Total-$2-
Liabilities
Deferred Revenue$40,258$37,301▼ $2,957
Accounts Payable and Accrued Expenses-$11,922-
Total Liabilities$40,258$49,223▲ $8,965
Net Assets / Fund Balance
Temporarily Rstr Net Assets$575,044$603,316▲ $28,272
Unrestricted Net Assets$17,377$18,070▲ $693
Total Net Assets Fund Balance$592,421$621,386▲ $28,965
Total Liabilities and Net Assets / Fund Balance$632,679$670,609▲ $37,930

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$544,003$37,480▲ $17,240-$588,986
2014$494,169$34,025▲ $24,536-$544,003
2013$458,093$28,168▲ $10,556-$494,169
2012$398,852$49,906▲ $16,594-$458,093
2011$328,364$60,000▲ $12,272-$398,852
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleBaseTotal
David WenderTreasurer$1,565$1,565

Board Members and Trustees

NameTitle
Richard WillamsPresident
Carol FreemanBoard Member
Jeff BorensteinBoard Member
Judy St JohnBoard Member
Martin AndersonBoard Member
Neal ScribnerBoard Member
Robert BieryBoard Member
Roger BensonBoard Member
Steve PedersonBoard Member
Susan MurataBoard Member
Nate HarimotoSecretary
Vicky ArndtSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$29,343
Program Service Revenue
$0
Investment Income
$17,241
Other Revenue
$76,829
All Other Contributions
$23,068
Change in Net Assets
$28,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$89,789
Other Expenses$3,094
Salaries, Compensation, and Employee Benefits$1,565
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$70,289--$70,289
Grants to Domestic Individuals$19,500--$19,500
Fees for Service Investment Mgmnt Fees-$3,034-$3,034
Current Officers, Directors, Trustees, and Key Employees-$1,565-$1,565
Other Expenses-$10-$10
Total Functional Expenses$89,789$4,659$0$94,448
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ventura Cnty Special OlympicsVentura, CA--$44,537
Rotary International FoundChicago, IL--$15,500
Crpd - Play ConejoThousand Oaks, CA--$7,202
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$101,848
Fundraising Direct Expenses$25,019
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine & Art Fundraiser$108,123$101,848$10,011$91,837
Total Events$108,123$101,848$25,019$76,829
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

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
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of the form 990 is available to the board of directors for review. The form 990 is reviewed in detail by members of the board who have experience and knowledge about tax and financial maters.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Organization board of directors monitors the activity of the transactions to determine and prevent conflicts of interests.”

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

“Thousand oaks rotary foundation provides public disclosure of its tax returns, financial statements, and governing documents upon request from the public.”

Filing and Contact Details

Filer

Filer Name
Thousand Oaks Rotary Foundation
EIN
77-0297455
Phone
8054979796
Address
PO BOX 1225, THOUSAND OAKS, CA 91360

Signing Officer

Name
David Wender
Title
Treasurer
Signed
2017-05-03
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
13
Independent Board Members
12
Employees
0
Volunteers
130

Preparer

Firm
Wender and McLaine CPAs
Address
100 E Thousand Oaks Blvd Suite 196, Thousand Oaks, CA 91360
Preparer
David L Wender CPA
Phone
8054979796
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - QUESTION 12a PART V SECTION BTHERE HAVE BEEN NO ISSUES RAISED IN THE PAST HISTORY OF THE ORGANIZATION THROUGH JUNE 30, 2016 AND CURRENTLY THERE ARE NO CONFLICT OF INTEREST ISSUES. QUESTION 15b PART V SECTION BTHE ORGANIZATION PAYS ONE OF ITS DIRECTOR'S A NOMINAL FEE TO PREPARE THE TAX RETURNS AND THEREFORE NO REVIEW AND APPROVAL BY AN INDEPENDENT PERSON IS PREFORMED. THE BOARD MAKES THIS DECISION.RRF-1 QUESTOION 7 THE ORGANIZATION HELD ONE RAFFLE ON AUGUST 22, 2015.”

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: to provide funds for polio plus other program services 5: to provide funds to my stuff bags other program services 6: play conejo - to provide funds for rotary dreamcatcher playground other program services 7: many mansions - to provide cash for well-managed, service-enriched, affordable housing to low-income residents of ventura county and its surrounding communities. Other program services 8: youth citizenship awards other program services 9: children of promise - to provide funds to schools that provide a curriculum that developes values, community, health and wholeness.”

Financial Statement Notes

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

“The organization's goal is to build the endowment fund for future charitable donations. The future donations will be made for student scholarships and to other board determined qualifying 501(c)(3) non-profit organizations. Currently, the board's spending policy is equal to 3% of the average 12 quarters of the fair market value of the endowment fund determined at the end of its fiscal year.”

Raw XML AppendixShowing 400 of 542 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011922
IRS990/AccountsReceivableGrp/BOYAmt010141
IRS990/AccountsReceivableGrp/EOYAmt01700
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SCHOLARSHIP AWARDS TO INDIVIDUALS AND GRANTS TO OTHER NON PROFIT ORGANIZATIONS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt023068
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0DAVID WENDER CPA
IRS990/BooksInCareOfDetail/PhoneNum08054979796
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 E THOUSAND OAKS BLVD STE 196
IRS990/BooksInCareOfDetail/USAddress/CityNm0THOUSAND OAKS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091360
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt050421
IRS990/CashNonInterestBearingGrp/EOYAmt046867
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt01565
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01565
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt06275
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt029343
IRS990/CYGrantsAndSimilarPaidAmt089789
IRS990/CYInvestmentIncomeAmt017241
IRS990/CYOtherExpensesAmt03094
IRS990/CYOtherRevenueAmt076829
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt028965
IRS990/CYSalariesCompEmpBnftPaidAmt01565
IRS990/CYTotalExpensesAmt094448
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0123413
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt040258
IRS990/DeferredRevenueGrp/EOYAmt037301
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0VENTURA COUNTY SPECIAL OLYMPICS - TO PROVIDE FUNDS FOR SPECIAL OLYMPICS ACTTIVITIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt044537
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03034
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03034
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0VICKY ARNDT
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID WENDER
IRS990/Form990PartVIISectionAGrp/PersonNm2NATE HARIMOTO
IRS990/Form990PartVIISectionAGrp/PersonNm3MARTIN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT BIERY
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF BORENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN MURATA
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVE PEDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm8CAROL FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9NEAL SCRIBNER
IRS990/Form990PartVIISectionAGrp/PersonNm10JUDY ST JOHN
IRS990/Form990PartVIISectionAGrp/PersonNm11RICHARD WILLAMS
IRS990/Form990PartVIISectionAGrp/PersonNm12ROGER BENSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11565
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11President
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt06275
IRS990/FundraisingDirectExpensesAmt025019
IRS990/FundraisingGrossIncomeAmt0101848
IRS990/GainOrLossGrp/SecuritiesAmt0-10155
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt019500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt019500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt070289
IRS990/GrantsToDomesticOrgsGrp/TotalAmt070289
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt092022
IRS990/GrossReceiptsAmt0250609
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt027396
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027396
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0543463
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0588446
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0102177
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SCHOLARSHIP AWARDS TO INDIVIDUALS AND GRANTS TO OTHER NON PROFIT ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0592421
IRS990/NetAssetsOrFundBalancesEOYAmt0621386
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-10155
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-10155
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt076829
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt076829
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt02
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FRANCHISE TAX BOARD
IRS990/OtherExpensesGrp/Desc1ATTORNEY GENERAL FEE RRF-1
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt050
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110
IRS990/OtherExpensesGrp/TotalAmt050
IRS990/OtherExpensesGrp/TotalAmt110
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS AWARDS TO LOCAL AREA RESIDENTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt019500
IRS990/ProgSrvcAccomActy3Grp/Desc0ROTARY INTERNATIONAL FOUNDATION - MATCHING GRANTS FOR INTERNATIONAL PROJECTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt069334
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt092230
IRS990/PYInvestmentIncomeAmt024535
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03061
IRS990/PYOtherRevenueAmt063799
IRS990/PYRevenuesLessExpensesAmt060867
IRS990/PYSalariesCompEmpBnftPaidAmt01510
IRS990/PYTotalExpensesAmt096801
IRS990/PYTotalRevenueAmt0157668
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt028965
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt028154
IRS990/SavingsAndTempCashInvstGrp/EOYAmt033594
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050270
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt060751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050956
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt060090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0284228
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt027396
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024536
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015244
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016616
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012726
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt096518
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt027396
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024536
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015244
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016616
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012726
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt096518
IRS990ScheduleA/InvestmentIncomeCYPct00.25350
IRS990ScheduleA/InvestmentIncomePYPct00.20480
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.74650
IRS990ScheduleA/PublicSupportPY509Pct00.79520
IRS990ScheduleA/PublicSupportTotal509Amt0284228
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050270
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050956
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062161
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060090
IRS990ScheduleA/Total509Grp/TotalAmt0284228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt077666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt078777
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt072816
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0380746
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03035
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0544003
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt037480
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0588986
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt06702
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt017240
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02964
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0494169
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt034025
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0544003
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt05763
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt024536
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02648
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0458093
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt028168
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0494169
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010556
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02353
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0398852
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt049906
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0458093
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt04906
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016594
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01784
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0328364
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt060000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0398852
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012272

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$670,609
Liabilities
$49,223
Net assets
$621,386
Revenue
$123,413
Expenses
$94,448
Net income
$28,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.60$0.26$9.34$1.17$0.49$0.68
2023Detailed filing. Detailed filing data is available for this year.$9.06$0.39$8.67$0.83$0.97$0.14
2022Detailed filing. Detailed filing data is available for this year.$8.95$0.14$8.81$1.48$0.92$0.56
2021Detailed filing. Detailed filing data is available for this year.$8.43$0.18$8.25$0.89$0.61$0.29
2020Detailed filing. Detailed filing data is available for this year.$8.04$0.08$7.97$1.74$1.84$0.10
2019Detailed filing. Detailed filing data is available for this year.$8.25$0.19$8.07$1.90$1.07$0.83
2018Detailed filing. Detailed filing data is available for this year.$7.38$0.14$7.24$1.47$0.93$0.54
2017Detailed filing. Detailed filing data is available for this year.$6.84$0.13$6.70$1.78$1.29$0.49
2016Detailed filing. Detailed filing data is available for this year.$6.71$0.49$6.21$1.23$0.94$0.29
2015Detailed filing. Detailed filing data is available for this year.$6.33$0.40$5.92$1.58$0.97$0.61
2014Summary only. Only limited summary data is available for this year.$5.79$0.47$5.32$1.32$0.80$0.52
2013Summary only. Only limited summary data is available for this year.$5.16$0.36$4.80$1.40$1.00$0.40
2012Summary only. Only limited summary data is available for this year.$4.79$0.39$1.25$0.74$0.51
2011Summary only. Only limited summary data is available for this year.$3.90$0.01$1.33$1.20$0.13