Civic Intelligence

Julius Guis Memorial Rotary Foundation

990EZ • Fiscal year 2016 • EIN 77-0482988

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 19, 2016

PO Box 552Oxnard, CA 93032

(805) 485-7965

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

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

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.

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

Asset Growth

43rd percentile

-1.0%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

3rd percentile

-86%

Faster revenue growth than 3% of similar nonprofits.

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

Assets

Down

$443,205

Down $4,694 (-1.0%) from 2015

Net Assets

Down

$443,205

Down $4,694 (-1.0%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$54,876

Down $332,443 (-86%) from 2015

Expenses

Up

$38,918

Up $8,618 (+28%) from 2015

Net Income

Down

$15,958

Down $341,061 (-96%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$443,205
Liabilities-
Net Assets$443,205

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$54,876
Expenses$38,918
Net Income$15,958
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 19, 2016
Return Version
2015v2.0
Gross Receipts
$54,876
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.

Program Services

DescriptionGrantsExpenses
ASSISTED QUALIFIED TAX-EXEMPT ORGANIZATIONS WITH PROGRAMS PROMOTING EDUCATION, UNDERSTANDING AND SOCIAL HARMONY.$38,690$38,690
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRENE HENRYSecretary-$0--
ROB VANNIEUWBURGDirector-$0--
LYNDA GIRTSMANPast President-$0--
INDY BATRAPresident-$0--
BETSY CHESSDirector-$0--
JUAN SOTOAsst. Treasurer-$0--
MARIO DE LA PIEDRADirector-$0--
PRAJESH ACHARYATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Julius Gius Memorial Rotary Foundation
EIN
77-0482988
Phone
8054857965
Address
PO BOX 552, OXNARD, CA 93032

Signing Officer

Name
Juan Soto
Title
Asst. Treasurer
Signed
2016-10-19
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: ROTARY CLUB OF VENTURA | Donee's Address: 10 WEST HARBOR BLVD VENTURA CA 93003 | Cash Amount Given: $10000

Other Expenses.1

BANK CHARGES $133

Other Expenses.2

FILING FEES $95

Raw XML Appendix153 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: ROTARY CLUB OF VENTURA | Donee's Address: 10 WEST HARBOR BLVD VENTURA CA 93003 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES $133
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JUAN SOTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Asst. Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIUS GIUS MEMORIAL ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0770482988
ReturnHeader/Filer/PhoneNum08054857965
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ReturnHeader/Filer/USAddress/CityNm0OXNARD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093032
ReturnHeader/ReturnTs02016-10-19T15:43:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings