Civic Intelligence

Rancho Bernardo Rotary Club Foundation Attn Dan Malloy

EIN 95-3296211 • 501(c)3 • San Diego, CA

Profile

To benefit the local community with charitable works in the areas of education, health, science, cultural and civic activities.

PO Box 28501San Diego, CA 92198-0501

rbrotary.org/CFDocs/Forms/AllItems

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.06x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

90th percentile

0.73x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

4th percentile

-101%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

36th percentile

-2.0%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-63%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$794,846

Up $130,601 (+20%) from 2023

Liabilities

Up

$60,871

Up $21,481 (+55%) from 2023

Net Assets

Up

$733,975

Up $109,120 (+17%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin4th percentile

Revenue

Down

$163,265

Down $11,987 (-6.8%) from 2023

Expenses

Up

$139,501

Up $34,709 (+33%) from 2023

Net Income

Down

$23,764

Down $46,696 (-66%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2011: $567,991Liabilities 2011: $77,238Net Assets 2011: $490,7532011Assets 2012: $530,497Liabilities 2012: $58,041Net Assets 2012: $472,4562012Assets 2013: $536,836Liabilities 2013: $59,190Net Assets 2013: $477,6462013Assets 2014: $573,035Liabilities 2014: $61,366Net Assets 2014: $511,6692014Assets 2015: $513,344Liabilities 2015: $59,543Net Assets 2015: $453,8012015Assets 2016: $485,222Liabilities 2016: $52,109Net Assets 2016: $433,1132016Assets 2017: $525,212Liabilities 2017: $58,320Net Assets 2017: $466,8922017Assets 2018: $530,528Liabilities 2018: $67,236Net Assets 2018: $463,2922018Assets 2019: $530,133Liabilities 2019: $24,308Net Assets 2019: $505,8252019Assets 2020: $576,236Liabilities 2020: $39,475Net Assets 2020: $536,7612020Assets 2021: $716,845Liabilities 2021: $60,640Net Assets 2021: $656,2052021Assets 2022: $562,660Liabilities 2022: $55,853Net Assets 2022: $506,8072022Assets 2023: $664,245Liabilities 2023: $39,390Net Assets 2023: $624,8552023Assets 2024: $794,846Liabilities 2024: $60,871Net Assets 2024: $733,9752024

Highlighted filing

2024

Assets$794,846
Liabilities$60,871
Net Assets$733,975
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$200K$100K$0-$100KRevenue 2011: $46,765Expenses 2011: $67,289Net Income 2011: -$20,5242011Expenses 2012: $38,3052012Revenue 2013: $63,134Expenses 2013: $64,557Net Income 2013: -$1,4232013Revenue 2014: $44,090Expenses 2014: $68,617Net Income 2014: -$24,5272014Revenue 2015: $82,752Expenses 2015: $59,852Net Income 2015: $22,9002015Revenue 2016: $35,897Expenses 2016: $51,552Net Income 2016: -$15,6552016Revenue 2017: $89,309Expenses 2017: $58,206Net Income 2017: $31,1032017Revenue 2018: $36,672Expenses 2018: $70,835Net Income 2018: -$34,1632018Revenue 2019: $70,196Expenses 2019: $52,564Net Income 2019: $17,6322019Revenue 2020: $116,770Expenses 2020: $99,293Net Income 2020: $17,4772020Revenue 2021: $125,741Expenses 2021: $126,368Net Income 2021: -$6272021Revenue 2022: $85,250Expenses 2022: $102,837Net Income 2022: -$17,5872022Revenue 2023: $175,252Expenses 2023: $104,792Net Income 2023: $70,4602023Revenue 2024: $163,265Expenses 2024: $139,501Net Income 2024: $23,7642024

Highlighted filing

2024

Revenue$163,265
Expenses$139,501
Net Income$23,764
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$794,846
Liabilities
$60,871
Net assets
$733,975
Revenue
$163,265
Expenses
$139,501
Net income
$23,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$7.95$0.61$7.34$1.63$1.40$0.24
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.64$0.39$6.25$1.75$1.05$0.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.56$5.07$0.85$1.03$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.61$6.56$1.26$1.26$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.39$5.37$1.17$0.99$0.17
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.30$0.24$5.06$0.70$0.53$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.31$0.67$4.63$0.37$0.71$0.34
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$0.58$4.67$0.89$0.58$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.52$4.33$0.36$0.52$0.16
2015Summary only. Only limited summary data is available for this year.$5.13$0.60$4.54$0.83$0.60$0.23
2014Detailed filing. Detailed filing data is available for this year.$5.73$0.61$5.12$0.44$0.69$0.25
2013Summary only. Only limited summary data is available for this year.$5.37$0.59$4.78$0.63$0.65$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.30$0.58$4.72$0.38
2011Summary only. Only limited summary data is available for this year.$5.68$0.77$4.91$0.47$0.67$0.21
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 27, 2023
Return Version
2022v5.0
Gross Receipts
$350,871
Mission and Program Overview

Mission

To benefit primarily the local community with charitable works in the areas of education, health, science, cultural and civic activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$439,161$539,690▲ $100,529
Cash and Non-Interest-Bearing Accounts$48,071$62,246▲ $14,175
Savings and Temporary Cash Investments$73,428$55,609▼ $17,819
Accounts Receivable-$6,700-
Total Assets$562,660$664,245▲ $101,585
Other Assets Total$2,000$0▼ $2,000
Liabilities
Escrow Account Liability$26,455$29,635▲ $3,180
Grants Payable$26,045--
Accounts Payable and Accrued Expenses$3,353$9,755▲ $6,402
Total Liabilities$55,853$39,390▼ $16,463
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$458,294$587,011▲ $128,717
Net Assets With Donor Restrictions$48,513$37,844▼ $10,669
Total Net Assets Fund Balance$506,807$624,855▲ $118,048
Total Liabilities and Net Assets / Fund Balance$562,660$664,245▲ $101,585
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Athenea LucianoPresident
JOHN O'NEILLVice President
Alan TurnerTrustee
Benita PageTrustee
Judy LuttickenTrustee
Sandie DewaneTrustee
Terry HeckTrustee
William BrehmTrustee
Charles CrewSecretary-treas
Revenue and Support

Revenue Composition

Contributions and Grants
$142,298
Program Service Revenue
$0
Investment Income
$20,630
Other Revenue
$12,324
All Other Contributions
$57,932
Change in Net Assets
$70,460
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$93,535
Other Expenses$11,257
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$71,735--$71,735
Grants to Domestic Individuals$21,800--$21,800
Fees for Services Accounting-$2,460-$2,460
Other Expenses$2,400$1,653-$1,653
Fees for Service Investment Mgmnt Fees-$1,564-$1,564
Total Functional Expenses$95,935$8,857$0$104,792
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Friends of Vista Hill FoundationSan Diego, CA-Provide Funds for Services to Individuals Struggling With Mental Illness, Intellectual and Developmental Disabilities and Substance Use Disorders$19,250
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$45,085
Fundraising Direct Expenses$33,698
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Volunteer Services$34,810$34,810-$34,810
Community Festival$81,241$10,275$26,394$-16,119
Total Events$116,051$45,085$33,698$11,387
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Line 6 explanation - organization has members with rights to elect members of the governing body and approve general and administrative expenditures of $1,000 or more”

Form 990, Part VI, Section A, Line 7A

“Line 7a explanation - the board of directors of rancho bernardo rotary club, inc shall designate 5 members of that board to serve as trustees of the rancho bernardo rotary club foundation, inc, board of trustees and nominate 4 at large trustees from the membership of the organization. The at large trustees must be elected by the memership of the foundation. All expenditures for general and administrative expenses of $2,500 or more must be approved by the membership of”

Form 990, Part VI, Section A, Line 7B

“Line 7b explanation - members are required to approve any distribution to one project or organization for general and administrative expenses of $2,500 or more.”

Form 990, Part VI, Section B, Line 11B

“Line 11b explanation - a representative of the organization's tax preparation firm reviews forms 990 and 990-t with the officers prior to filing the returns”

Form 990, Part VI, Section B, Line 12C

“All grants, program services expenses and general and administrative expenses must be reviewed and approved by the entire governing board”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public”

Filing and Contact Details

Filer

Filer Name
Rancho Bernardo Rotary Club Foundation
EIN
95-3296211
Phone
8582452412
Address
PO BOX 28501, SAN DIEGO, CA 92198-0501

Signing Officer

Name
Charles Crew
Title
Secretary-treas
Phone
8582452412
Signed
2023-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Athenea Luciano
Formed
1978
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Atlas Cpas & Advisors Pllc
Address
16644 W BERNARDO DRIVE, SAN DIEGO, CA 92127
Preparer
Louanna Dickerson
Phone
8586130180
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The organization is custodian of funds held for the rotary club of rancho bernardo for the purpose of providing the club with the same professional investment management services available to the rancho bernardo rotary club foundation”

Raw XML AppendixShowing 400 of 475 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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IRS990/OtherExpensesGrp/Desc0RB ROTARY SHARE OF INCO
IRS990/OtherExpensesGrp/Desc1ROTARY YOUTH LEADERSHIP
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03180
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11653
IRS990/OtherExpensesGrp/ProgramServicesAmt02400
IRS990/OtherExpensesGrp/TotalAmt03180
IRS990/OtherExpensesGrp/TotalAmt12400
IRS990/OtherExpensesGrp/TotalAmt21653
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ATHENEA LUCIANO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE FUNDS TO CONDUCT LOCAL ROTARY YOUTH SERVICES PROGRAMS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02400
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIPS AWARDED TO 14 LOCAL STUDENTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt021800
IRS990/ProgSrvcAccomActy3Grp/GrantAmt021800
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt067907
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt097404
IRS990/PYInvestmentIncomeAmt015182
IRS990/PYOtherExpensesAmt05433
IRS990/PYOtherRevenueAmt02161
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-17587
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0102837
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt085250
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt070460
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt073428
IRS990/SavingsAndTempCashInvstGrp/EOYAmt055609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0142298
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt067907
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0108698
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt043827
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt051136
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0413866
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06668
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010811
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010381
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08919
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt047282
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt033
IRS990ScheduleA/OtherIncome170Grp/TotalAmt033
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70280
IRS990ScheduleA/PublicSupportTotal170Amt0348675
IRS990ScheduleA/SubstantialContributorsTotAmt065191
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0142298
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt067907
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0108698
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt043827
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt051136
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0413866
IRS990ScheduleA/TotalSupportAmt0496157
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt011387
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt02129
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt02410
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt017983
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt01067
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt034976
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS CUSTODIAN OF FUNDS HELD FOR THE ROTARY CLUB OF RANCHO BERNARDO FOR THE PURPOSE OF PROVIDING THE CLUB WITH THE SAME PROFESSIONAL INVESTMENT MANAGEMENT SERVICES AVAILABLE TO THE RANCHO BERNARDO ROTARY CLUB FOUNDATION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt070966
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt070966
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033698
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt02165
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02165
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VOLUNTEER SERVICES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COMMUNITY FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034810
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt081241
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0116051
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034810
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045085
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011387
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026394
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt026394
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt05139
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05139
IRS990ScheduleG/IndividualWithBooksNm0DAN MALLOY
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt016059 AVENIDA LAMEGO
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0SAN DIEGO
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd0921283151
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt021800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
IRS990ScheduleI/RecipientTable/CashGrantAmt019250
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE FUNDS FOR SERVICES TO INDIVIDUALS STRUGGLING WITH MENTAL ILLNESS, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND SUBSTANCE USE DISORDERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FRIENDS OF VISTA HILL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0330174451
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08910 CLAIREMONT MESA BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092123
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL APPLICATIONS FOR GRANTS MUST BE SUBMITTED IN WRITING AND MUST IDENTIFY THE ORGANIZATION AND SPECIFIC PURPOSE FOR WHICH THE GRANT IS REQUESTED. ALL GRANTS ARE REVIEWED BY THE ORGANIZATION'S CERTIFIED PUBLIC ACCOUNTANT TO ASSURE COMPLIANCE WITH THE FOUNDATION'S BYLAWS AND APPLICABLE GOVERNMENT REGULATIONS AND MUST BE APPROVED BY THE TRUSTEES. SCHOLARSHIP APPLICATIONS ARE REVIEWED BY A COMMITTEE SELECTED BY THE TRUSTEES AND MUST BE APPROVED BY THE TRUSTEES. RECIPIENTS MUST PROVIDE SCHOOL ISSUED STUDENT IDENTIFICATION PRIOR TO PAYMENT AND PAYMENTS ARE MADE DIRECTLY TO THE SCHOOL UNLESS OTHERWISE DIRECTED BY THE RECIPIENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 6 EXPLANATION - ORGANIZATION HAS MEMBERS WITH RIGHTS TO ELECT MEMBERS OF THE GOVERNING BODY AND APPROVE GENERAL AND ADMINISTRATIVE EXPENDITURES OF $1,000 OR MORE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 7A EXPLANATION - THE BOARD OF DIRECTORS OF RANCHO BERNARDO ROTARY CLUB, INC SHALL DESIGNATE 5 MEMBERS OF THAT BOARD TO SERVE AS TRUSTEES OF THE RANCHO BERNARDO ROTARY CLUB FOUNDATION, INC, BOARD OF TRUSTEES AND NOMINATE 4 AT LARGE TRUSTEES FROM THE MEMBERSHIP OF THE ORGANIZATION. THE AT LARGE TRUSTEES MUST BE ELECTED BY THE MEMERSHIP OF THE FOUNDATION. ALL EXPENDITURES FOR GENERAL AND ADMINISTRATIVE EXPENSES OF $2,500 OR MORE MUST BE APPROVED BY THE MEMBERSHIP OF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 7B EXPLANATION - MEMBERS ARE REQUIRED TO APPROVE ANY DISTRIBUTION TO ONE PROJECT OR ORGANIZATION FOR GENERAL AND ADMINISTRATIVE EXPENSES OF $2,500 OR MORE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 11B EXPLANATION - A REPRESENTATIVE OF THE ORGANIZATION'S TAX PREPARATION FIRM REVIEWS FORMS 990 AND 990-T WITH THE OFFICERS PRIOR TO FILING THE RETURNS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GRANTS, PROGRAM SERVICES EXPENSES AND GENERAL AND ADMINISTRATIVE EXPENSES MUST BE REVIEWED AND APPROVED BY THE ENTIRE GOVERNING BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY CLUB OF RANCHO BERNARDO INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956119490
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVICE CLUB
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 28005
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0921980005
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt05972
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH TRANSFER FOR GRANT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF RANCHO BERNARDO INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0562660

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