Civic Intelligence

Moorpark Rotary Foundation

990EZ • Fiscal year 2020 • EIN 77-0420380

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 09, 2021

Organization ProfileN/A
PO Box 172Moorpark, CA 93020

(805) 433-9188

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

50th percentile

3.6%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

7.4%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$188,523

Up $6,513 (+3.6%) from 2019

Net Assets

Up

$188,523

Up $6,513 (+3.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin90th percentile

Revenue

Up

$12,032

Up $829 (+7.4%) from 2019

Expenses

Down

$5,519

Down $7,035 (-56%) from 2019

Net Income

Up

$6,513

Up $7,864 (+582%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$200K$150K$100K$50K$0Assets 2018: $183,361Liabilities 2018: $0Net Assets 2018: $183,3612018Assets 2019: $182,010Liabilities 2019: $0Net Assets 2019: $182,0102019Assets 2020: $188,523Liabilities 2020: $0Net Assets 2020: $188,5232020

Highlighted filing

2020

Assets$188,523
Liabilities$0
Net Assets$188,523
Open 2020 Filing

Operations Trend

Revenue Growth71st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2018: $177,402Expenses 2018: $10,314Net Income 2018: $167,0882018Revenue 2019: $11,203Expenses 2019: $12,554Net Income 2019: -$1,3512019Revenue 2020: $12,032Expenses 2020: $5,519Net Income 2020: $6,5132020

Highlighted filing

2020

Revenue$12,032
Expenses$5,519
Net Income$6,513
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 9, 2021
Return Version
2019v5.0
Gross Receipts
$12,032
Mission and Program Overview

Mission

To provide funding for various local scholarship programs and local community charities and to provide support for health and humanitarian efforts.

Program Services

DescriptionGrantsExpenses
TO SUPPORT COMMUNITY SCHOLARSHIP AND ATHLETIC PROGRAMS$4,890-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teri WilliamsPresident-$0--
Diane GalvinDirector-$0--
Jim LewisDirector-$0--
B Scott FarrenkopfDirector-$0--
Clark NeelDirector-$0--
Bruce ThomasPast President-$0--
Carolyn SchrimpfSecretary/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Moorpark Rotary Foundation
EIN
77-0420380
Address
PO BOX 172, MOORPARK, CA 93020

Signing Officer

Name
Carolyn Schrimpf
Title
Treasurer
Signed
2021-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Jacobs & Jacobs Accountancy Corporation
Address
455 E Thousand Oaks Blvd Ste 101, Thousand, CA 91360
Preparer
Jason Corey CPA
Phone
8056464321
Supplemental Narrative

Additional Explanations

Other Revenue.1

“High school athletics $4686”

Other Expenses.1

“Donations and scholarships $4890”

Other Expenses.2

“Administrative expenses $69”

Other Expenses.3

“FRANCHISE TAX BOARD $10”

Other Assets.1

“UBS - Beginning $100000 UBS - Ending $100000”

Raw XML Appendix163 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0CAROLYN SCHRIMPF
IRS990EZ/BooksInCareOfDetail/PhoneNum08054339188
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02938 HAPPY LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SIMI VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082010
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt088523
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07338
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06513
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0182010
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0188523
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt012032
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0188523
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Teri Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Diane Galvin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jim Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3B Scott Farrenkopf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Clark Neel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Bruce Thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Carolyn Schrimpf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary/Treas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0100000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0100000
IRS990EZ/OtherExpensesTotalAmt04969
IRS990EZ/OtherRevenueTotalAmt04686
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDING FOR VARIOUS LOCAL SCHOLARSHIP PROGRAMS AND LOCAL COMMUNITY CHARITIES AND TO PROVIDE SUPPORT FOR HEALTH AND HUMANITARIAN EFFORTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT COMMUNITY SCHOLARSHIP AND ATHLETIC PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04890
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05519
IRS990EZ/TotalProgramServiceExpensesAmt04890
IRS990EZ/TotalRevenueAmt012032
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011203
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0177399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0195939
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0195939
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011203
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0177399
IRS990ScheduleA/Total509Grp/TotalAmt0195939
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07337
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0177402
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0195951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HIGH SCHOOL ATHLETICS $4686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATIONS AND SCHOLARSHIPS $4890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE EXPENSES $69
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FRANCHISE TAX BOARD $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UBS - Beginning $100000 UBS - Ending $100000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carolyn Schrimpf
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOORPARK ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MOOR
ReturnHeader/Filer/EIN0770420380
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 172
ReturnHeader/Filer/USAddress/CityNm0MOORPARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093020
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952981815
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jacobs & Jacobs Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0455 E Thousand Oaks Blvd Ste 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Thousand
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091360
ReturnHeader/PreparerPersonGrp/PhoneNum08056464321
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON COREY CPA
ReturnHeader/ReturnTs02021-03-09T10:37:36-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$188,523
Liabilities
$0
Net assets
$188,523
Revenue
$12,032
Expenses
$5,519
Net income
$6,513
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.12$0.06$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.11$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$1.77$0.10$1.67
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits