Civic Intelligence

Porterville Rotary Club Foundation

EIN 77-0304638 • 501(c)3 • Porterville, CA

Profile

Charitable and or educational actions in the world by doing community, national, and or international service.

831 W Morton AvePorterville, CA 93257
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

16th percentile

-43%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

50th percentile

-1.9%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-14%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$50,346

Down $972 (-1.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$50,346

Down $972 (-1.9%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin16th percentile

Revenue

Down

$2,257

Down $367 (-14%) from 2016

Expenses

Down

$3,229

Down $12,801 (-80%) from 2016

Net Income

Up

-$972

Up $12,434 (+93%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2012: $47,258Liabilities 2012: $02012Assets 2015: $64,724Liabilities 2015: $0Net Assets 2015: $64,7242015Assets 2016: $51,318Liabilities 2016: $0Net Assets 2016: $51,3182016Assets 2017: $50,346Liabilities 2017: $0Net Assets 2017: $50,3462017

Highlighted filing

2017

Assets$50,346
Liabilities$0
Net Assets$50,346
Open 2017 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10K-$20KRevenue 2012: $12,891Expenses 2012: $3,588Net Income 2012: $9,3032012Revenue 2015: $3,656Expenses 2015: $2,851Net Income 2015: $8052015Revenue 2016: $2,624Expenses 2016: $16,030Net Income 2016: -$13,4062016Revenue 2017: $2,257Expenses 2017: $3,229Net Income 2017: -$9722017

Highlighted filing

2017

Revenue$2,257
Expenses$3,229
Net Income-$972
Open 2017 Filing

Filings

Most recent year

2017 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$50,346
Liabilities
$0
Net assets
$50,346
Revenue
$2,257
Expenses
$3,229
Net income
-$972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Summary only. Only limited summary data is available for this year.$50.3$0.00$50.3$2.26$3.23$0.97
2016Detailed filing. Detailed filing data is available for this year.$51.3$0.00$51.3$2.62$16.0$13.4
2015Detailed filing. Detailed filing data is available for this year.$64.7$0.00$64.7$3.66$2.85$0.81
2012Summary only. Only limited summary data is available for this year.$47.3$0.00$12.9$3.59$9.30
Latest Detailed Filing

The latest 2017 filing currently has summary financial data only. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 25, 2016
Return Version
2015v2.1
Gross Receipts
$2,624
Mission and Program Overview

Mission

Charitable and or educational actions in the world by doing community, national, and or international service.

Charitable and or educational actions in the world by doing community, national and or international service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$33,041$33,041→ $0
Cash and Non-Interest-Bearing Accounts$31,683$18,277▼ $13,406
Total Assets$64,724$51,318▼ $13,406
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$64,724$51,318▼ $13,406
Total Net Assets Fund Balance$64,724$51,318▼ $13,406
Total Liabilities and Net Assets / Fund Balance$64,724$51,318▼ $13,406
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Frank BuerklePresident
Glade RoperSecretary
Paul KlippensteinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,605
Program Service Revenue
$0
Investment Income
$19
Other Revenue
$0
All Other Contributions
$2,605
Change in Net Assets
$-13,406
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,030
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$16,030--$16,030
Total Functional Expenses$16,030$0$0$16,030
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Porterville Rotary Club Foundation
EIN
77-0304638
Phone
5597844045
Address
831 W MORTON AVE, PORTERVILLE, CA 93257

Signing Officer

Name
Paul Klippenstein
Title
Treasurer
Signed
2016-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Klippenstein
Formed
1991
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Paul E Klippenstein CPA
Address
831 W MORTON AVE, PORTERVILLE, CA 93257-3184
Preparer
Paul E Klippenstein
Phone
5597844045
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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