Civic Intelligence

Julius Gius Memorial Rotary Foundation

EIN 77-0482988 • 501(c)3 • Ventura, CA

Profile

To provide charitable contributions to existing charitable entities that are qualified, tax exempt organizations pursuant to the provisions of section 501(c)(3) of the internal revenue code, and to provide assistance to needy individuals;to directly engage in and carry on programs for charitable and educational purposes; andto encourage greater philanthropy and appreciation of the needs of those less fortunate.

PO Box 2100Ventura, CA 93002

n/A

Siviq Scores

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

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.07x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

35th percentile

-2.1%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$522,085

Up $59,657 (+13%) from 2023

Liabilities

Up

$5,000

Up $4,750 (+1900%) from 2023

Net Assets

Up

$517,085

Up $54,907 (+12%) from 2023

Revenue

Down

$75,491

Down $37,014 (-33%) from 2023

Expenses

Down

$77,083

Down $18,970 (-20%) from 2023

Net Income

Down

-$1,592

Down $18,044 (-110%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $110,604Liabilities 2012: $02012Assets 2013: $89,852Net Assets 2013: $89,8522013Assets 2014: $90,880Net Assets 2014: $90,8802014Assets 2015: $447,899Liabilities 2015: $0Net Assets 2015: $447,8992015Assets 2016: $443,205Net Assets 2016: $443,2052016Assets 2017: $479,385Net Assets 2017: $479,3852017Assets 2018: $451,019Net Assets 2018: $451,0192018Assets 2019: $403,274Liabilities 2019: $5,000Net Assets 2019: $398,2742019Assets 2020: $350,719Liabilities 2020: $12,500Net Assets 2020: $338,2192020Assets 2021: $451,089Liabilities 2021: $2,500Net Assets 2021: $448,5892021Assets 2022: $413,020Liabilities 2022: $6,000Net Assets 2022: $407,0202022Assets 2023: $462,428Liabilities 2023: $250Net Assets 2023: $462,1782023Assets 2024: $522,085Liabilities 2024: $5,000Net Assets 2024: $517,0852024

Highlighted filing

2024

Assets$522,085
Liabilities$5,000
Net Assets$517,085

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $53,255Expenses 2012: $11,242Net Income 2012: $42,0132012Revenue 2013: $36,623Expenses 2013: $57,375Net Income 2013: -$20,7522013Revenue 2014: $40,486Expenses 2014: $41,958Net Income 2014: -$1,4722014Revenue 2015: $387,319Expenses 2015: $30,300Net Income 2015: $357,0192015Revenue 2016: $54,876Expenses 2016: $38,918Net Income 2016: $15,9582016Revenue 2017: $66,263Expenses 2017: $44,361Net Income 2017: $21,9022017Revenue 2018: $69,767Expenses 2018: $106,976Net Income 2018: -$37,2092018Revenue 2019: $43,003Expenses 2019: $50,723Net Income 2019: -$7,7202019Revenue 2020: $61,535Expenses 2020: $51,711Net Income 2020: $9,8242020Revenue 2021: $43,978Expenses 2021: $50,524Net Income 2021: -$6,5462021Revenue 2022: $92,956Expenses 2022: $54,152Net Income 2022: $38,8042022Revenue 2023: $112,505Expenses 2023: $96,053Net Income 2023: $16,4522023Revenue 2024: $75,491Expenses 2024: $77,083Net Income 2024: -$1,5922024

Highlighted filing

2024

Revenue$75,491
Expenses$77,083
Net Income-$1,592

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 17, 2024
Return Version
2023v5.1
Gross Receipts
$75,491
Mission and Program Overview

Mission

To provide charitable contributions to existing charitable entities that are qualified, tax exempt organizations pursuant to the provisions of section 501(c)(3) of the internal revenue code, and to provide assistance to needy individuals;to directly engage in and carry on programs for charitable and educational purposes; andto encourage greater philanthropy and appreciation of the needs of those less fortunate.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$440,926$501,204▲ $60,278
Cash and Non-Interest-Bearing Accounts$17,009$11,188▼ $5,821
Accounts Receivable$4,493$9,693▲ $5,200
Savings and Temporary Cash Investments-$0-
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$462,428$522,085▲ $59,657
Other Assets Total-$0-
Liabilities
Grants Payable$250$5,000▲ $4,750
Total Liabilities$250$5,000▲ $4,750
Net Assets / Fund Balance
Net Assets With Donor Restrictions$440,926$501,204▲ $60,278
Net Assets Without Donor Restrictions$21,252$15,881▼ $5,371
Total Net Assets Fund Balance$462,178$517,085▲ $54,907
Total Liabilities and Net Assets / Fund Balance$462,428$522,085▲ $59,657
Compensation and Service Providers

Board Members and Trustees

NameTitle
Saurabh BajajPresident
Margi WrayDirector
Neal LassiaDirector
Rob Van NiewburgDirector
Mark SauerAsst. Treasurer
Connie YoungTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$64,308
Program Service Revenue
$0
Investment Income
$11,183
Other Revenue
$0
All Other Contributions
$64,308
Change in Net Assets
$-1,592
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,150
Other Expenses$4,933
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$72,150--$72,150
Fees for Services Accounting$250--$250
Other Expenses$12--$12
Total Functional Expenses$77,083$0$0$77,083
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ventura College FundationVentura, CA-Grant$10,000
Grace Center ScholadshipsFort Lauderdale, FL-Scholarships$7,650
Rcv-beachside BashVentura, CA-Grant$5,750
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

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 B, Line 11B

The assistant treasurer distributes copies of the current form 990 to each board member for review.

Form 990, Part VI, Section C, Line 19

The organizataion's federal returns are available to the public online at www.guidestar.org and www.irs.gov.

Filing and Contact Details

Filer

Filer Name
Julius Gius Memorial Rotary Foundation
EIN
77-0482988
Address
PO BOX 2100, VENTURA, CA 93002

Signing Officer

Name
Saurabh Bajaj
Title
President
Signed
2024-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Saurabh Bajaj
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
Sauer Braime & Kwon Cpas
Address
5755 VALENTINE ROAD SUITE 215, VENTURA, CA 93003
Preparer
Mark S Sauercpa
Phone
8056565882
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Transfer from restricted funds = $10000

Form 990, Part XI, Line 9

Unrealized gains = $46499

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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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt022500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09211
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt073229
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81460
IRS990ScheduleA/PublicSupportPY170Pct00.79400
IRS990ScheduleA/PublicSupportTotal170Amt0321740
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt064308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt098934
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt056715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt049459
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt052324
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0321740
IRS990ScheduleA/TotalSupportAmt0394969
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07650
IRS990ScheduleI/RecipientTable/CashGrantAmt15750
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GRACE CENTER SCHOLADSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1RCV-BEACHSIDE BASH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2VENTURA COLLEGE FUNDATION
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03200 PORT ROYALE DRIVE N 1507
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 2100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt24667 TELEGRAPH ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FORT LAUDERDALE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1VENTURA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2VENTURA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033308
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193002
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd293003
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSISTANT TREASURER DISTRIBUTES COPIES OF THE CURRENT FORM 990 TO EACH BOARD MEMBER FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATAION'S FEDERAL RETURNS ARE AVAILABLE TO THE PUBLIC ONLINE AT WWW.GUIDESTAR.ORG AND WWW.IRS.GOV.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRANSFER FROM RESTRICTED FUNDS = $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAINS = $46499
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0462428
IRS990/TotalAssetsEOYAmt0522085
IRS990/TotalAssetsGrp/BOYAmt0462428
IRS990/TotalAssetsGrp/EOYAmt0522085
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt064308
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt077083
IRS990/TotalFunctionalExpensesGrp/TotalAmt077083
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0250
IRS990/TotalLiabilitiesEOYAmt05000
IRS990/TotalLiabilitiesGrp/BOYAmt0250
IRS990/TotalLiabilitiesGrp/EOYAmt05000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0462178
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0517085
IRS990/TotalProgramServiceExpensesAmt077083
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt011183
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt075491
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0462428
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0522085
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2100
IRS990/USAddress/CityNm0VENTURA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0930022100
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAURABH BAJAJ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIUS GIUS MEMORIAL ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0770482988
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2100
ReturnHeader/Filer/USAddress/CityNm0VENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093002
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261635363
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAUER BRAIME & KWON CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05755 VALENTINE ROAD SUITE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VENTURA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093003
ReturnHeader/PreparerPersonGrp/PhoneNum08056565882
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S SAUERCPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-17T10:08:01-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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