Civic Intelligence

Rotary Club of Rancho Cucamonga

990EZ • Fiscal year 2017 • EIN 95-3055309

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

PO Box 2353Rancho Cucamonga, CA 91729

(831) 229-0048

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

91st percentile

52%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

112%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$23,692

Up $8,118 (+52%) from 2016

Net Assets

Up

$23,692

Up $8,118 (+52%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$37,525

Up $19,854 (+112%) from 2016

Expenses

Up

$29,993

Up $4,762 (+19%) from 2016

Net Income

Up

$7,532

Up $15,092 (+200%) from 2016

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $19,698Liabilities 2011: $0Net Assets 2011: $19,6982011Assets 2012: $11,225Liabilities 2012: $0Net Assets 2012: $11,2252012Assets 2014: $28,705Net Assets 2014: $28,7052014Assets 2015: $23,387Liabilities 2015: $0Net Assets 2015: $23,3872015Assets 2016: $15,574Liabilities 2016: $0Net Assets 2016: $15,5742016Assets 2017: $23,692Liabilities 2017: $0Net Assets 2017: $23,6922017

Highlighted filing

2017

Assets$23,692
Liabilities$0
Net Assets$23,692

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2011: $53,3692011Revenue 2012: $35,467Expenses 2012: $43,940Net Income 2012: -$8,4732012Revenue 2014: $31,395Expenses 2014: $33,087Net Income 2014: -$1,6922014Revenue 2015: $36,538Expenses 2015: $28,163Net Income 2015: $8,3752015Revenue 2016: $17,671Expenses 2016: $25,231Net Income 2016: -$7,5602016Revenue 2017: $37,525Expenses 2017: $29,993Net Income 2017: $7,5322017

Highlighted filing

2017

Revenue$37,525
Expenses$29,993
Net Income$7,532
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$38,756
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
WEELY ROTARY MEETINGS AT LOCAL RESTAURANTS SERVICE PROJECTS ARE ANNOUNCED VOLUNTEERS ARE SOLICITED AND MONEY IS COLLECTED TO CARRY OUT VARIOUS PROJECTS-$30,474
MISC FUNDRAISING TO BENEFIT THE LOCAL COMMUNITY--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL GOMEZPresident-$0--
JAYNE BURKHOLDERSecretary-$0--
NOELIA CHAPATreasurer-$0--
SUSAN PENNINGTONDirector-$0--
DORALUZ ANCONADirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Rancho Cucamonga
EIN
95-3055309
Address
PO BOX 2353, Rancho Cucamonga, CA 91729

Signing Officer

Name
Doraluz Ancona
Title
President
Phone
9099489990
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Taxlady
Address
10700 Jersey Blvd Suite 350, Rancho Cucamonga, CA 91730
Preparer
Karen Cole
Phone
9094663644
Supplemental Narrative

Additional Explanations

General explanation attachment

To serve our local and international community focusing on human health and educational needs.

Description of other expenses Part I line 16

Description AmountBANK FEES 768CONFERENCES,CONVENTIONS, MEETINGS 610DUES 5,115MEAL MEETINGS 21,618OFFICE EXPENSE 601PROJECT EXPENSE 750

Other changes in net assets or fund balances Part I line 20

Description AmountGENERAL FUND ACCOUNT 586

Raw XML Appendix131 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08312290048
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2353
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rancho Cucamonga
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091729
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015574
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023692
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt034979
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07532
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL GOMEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAYNE BURKHOLDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NOELIA CHAPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN PENNINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DORALUZ ANCONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0586
IRS990EZ/OtherExpensesTotalAmt029462
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt0106
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WEELY ROTARY MEETINGS AT LOCAL RESTAURANTS SERVICE PROJECTS ARE ANNOUNCED VOLUNTEERS ARE SOLICITED AND MONEY IS COLLECTED TO CARRY OUT VARIOUS PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MISC FUNDRAISING TO BENEFIT THE LOCAL COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030474
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01231
IRS990EZ/SpecialEventsNetIncomeLossAmt02546
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029993
IRS990EZ/TotalProgramServiceExpensesAmt030474
IRS990EZ/TotalRevenueAmt037525
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO SERVE OUR LOCAL AND INTERNATIONAL COMMUNITY FOCUSING ON HUMAN HEALTH AND EDUCATIONAL NEEDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBANK FEES 768CONFERENCES,CONVENTIONS, MEETINGS 610DUES 5,115MEAL MEETINGS 21,618OFFICE EXPENSE 601PROJECT EXPENSE 750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountGENERAL FUND ACCOUNT 586
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
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ReturnHeader/Filer/EIN0953055309
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ReturnHeader/Filer/USAddress/CityNm0Rancho Cucamonga
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.13.189.164
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTm019:40:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141977004
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010700 Jersey Blvd Suite 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rancho Cucamonga
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091730
ReturnHeader/PreparerPersonGrp/PhoneNum09094663644
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen Cole
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-14T19:34:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits