Civic Intelligence

Newport-Balboa Rotary Club Foundation

EIN 95-3489928 • 501(c)3 • Newport Beach, CA

Profile

Participating in community service projects; promoting high standards in business; and advancing international understanding, goodwill and peace.

PO Box 1944Newport Beach, CA 92659

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

39th percentile

-11%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$250,193

Down $31,769 (-11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$250,193

Down $31,769 (-11%) from 2021

Revenue

Up

$33,609

Up $4,990 (+17%) from 2021

Expenses

Down

$14,389

Down $5,040 (-26%) from 2021

Net Income

Up

$19,220

Up $10,030 (+109%) from 2021

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $206,891Liabilities 2011: $02011Assets 2015: $232,155Liabilities 2015: $0Net Assets 2015: $232,1552015Assets 2016: $205,015Liabilities 2016: $0Net Assets 2016: $205,0152016Assets 2017: $223,234Liabilities 2017: $0Net Assets 2017: $223,2342017Assets 2018: $225,172Liabilities 2018: $0Net Assets 2018: $225,1722018Assets 2019: $233,867Liabilities 2019: $0Net Assets 2019: $233,8672019Assets 2020: $230,064Liabilities 2020: $0Net Assets 2020: $230,0642020Assets 2021: $281,962Liabilities 2021: $0Net Assets 2021: $281,9622021Assets 2022: $250,193Liabilities 2022: $0Net Assets 2022: $250,1932022

Highlighted filing

2022

Assets$250,193
Liabilities$0
Net Assets$250,193

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $21,074Expenses 2011: $31,507Net Income 2011: -$10,4332011Revenue 2015: $52,605Expenses 2015: $26,486Net Income 2015: $26,1192015Revenue 2016: $28,135Expenses 2016: $40,233Net Income 2016: -$12,0982016Revenue 2017: $42,235Expenses 2017: $34,909Net Income 2017: $7,3262017Revenue 2018: $25,978Expenses 2018: $31,624Net Income 2018: -$5,6462018Revenue 2019: $43,819Expenses 2019: $32,240Net Income 2019: $11,5792019Revenue 2020: $27,278Expenses 2020: $35,029Net Income 2020: -$7,7512020Revenue 2021: $28,619Expenses 2021: $19,429Net Income 2021: $9,1902021Revenue 2022: $33,609Expenses 2022: $14,389Net Income 2022: $19,2202022

Highlighted filing

2022

Revenue$33,609
Expenses$14,389
Net Income$19,220

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 11, 2022
Return Version
2021v4.2
Gross Receipts
$41,792
Mission and Program Overview

Mission

Participating in community service projects; promoting high standards in business; and advancing international understanding, goodwill and peace.

Program Services

DescriptionGrantsExpenses
PARTICIPATING IN COMMUNITY SERVICE PROJECTS; PROMOTING HIGH STANDARDS IN BUSINESS; AND ADVANCING INTERNATIONAL UNDERSTANDING, GOODWILL AND PEACE.$14,339$14,339
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBYN NELSONPresidentPT$0--
HELEN MAXWELLTreasurer-$0--
STEPHEN WILLIAMSDirector-$0--
BOB KELLYDirector-$0--
COLLEEN KLEINSecretary-$0--
STEVE SPEERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Newport-balboa Rotary Club Foundation
EIN
95-3489928
Phone
9493760706
Address
PO BOX 1944, NEWPORT BEACH, CA 92659

Signing Officer

Name
Helen Maxwell
Title
Treasurer
Phone
9493760706
Signed
2022-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Gyl Llp
Address
4120 CONCOURS SUITE 100, ONTARIO, CA 91764
Preparer
Stephen C Williams CPA
Phone
9099489990
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividends. Amount: 13,828.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: 1000. Grantee name: all grantees under $5,000. Grantee address: p.o. Box 1944 newport beach, ca 92659. Grantee relationship: none. Date of gift: 06/30/22. Amount given: 14,339.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: taxes. Amount: 50.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized loss on the investments. Amount: -50,989.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments. Beg. Of year amount: 270,952. End of year amount: 233,866.

Raw XML Appendix178 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/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 13,828.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: 1000. GRANTEE NAME: ALL GRANTEES UNDER $5,000. GRANTEE ADDRESS: P.O. BOX 1944 NEWPORT BEACH, CA 92659. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/30/22. AMOUNT GIVEN: 14,339.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: TAXES. AMOUNT: 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED LOSS ON THE INVESTMENTS. AMOUNT: -50,989.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 270,952. END OF YEAR AMOUNT: 233,866.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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