Civic Intelligence

Westchester Rotary Foundation

990 • Fiscal year 2016 • EIN 95-3978301

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization ProfileN/A
5777 W Century BlvdLos Angeles, CA 90045

(310) 484-0800

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.02x

Higher debt load relative to assets than 43% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.26x

Higher debt load relative to revenue than 77% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

87th percentile

34%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

44th percentile

0.1%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

33%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$976,909

Up $1,409 (+0.1%) from 2015

Net Assets

Up

$957,453

Up $9,585 (+1.0%) from 2015

Liabilities

Down

$19,456

Down $8,176 (-30%) from 2015

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin87th percentile

Revenue

Up

$75,339

Up $18,817 (+33%) from 2015

Expenses

Up

$49,685

Up $37,138 (+296%) from 2015

Net Income

Down

$25,654

Down $18,321 (-42%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $872,235Liabilities 2010: $19,470Net Assets 2010: $852,7652010Assets 2011: $886,222Liabilities 2011: $22,608Net Assets 2011: $863,6142011Assets 2012: $895,563Liabilities 2012: $19,723Net Assets 2012: $875,8402012Assets 2013: $910,246Liabilities 2013: $21,646Net Assets 2013: $888,6002013Assets 2014: $919,985Liabilities 2014: $16,092Net Assets 2014: $903,8932014Assets 2015: $975,500Liabilities 2015: $27,632Net Assets 2015: $947,8682015Assets 2016: $976,909Liabilities 2016: $19,456Net Assets 2016: $957,4532016Assets 2017: $1,005,916Liabilities 2017: $37,153Net Assets 2017: $968,7632017Assets 2018: $1,031,426Liabilities 2018: $34,748Net Assets 2018: $996,6782018Assets 2019: $1,051,329Liabilities 2019: $15,542Net Assets 2019: $1,035,7872019Assets 2020: $1,067,569Liabilities 2020: $5,376Net Assets 2020: $1,062,1932020Assets 2021: $1,053,491Liabilities 2021: $21,667Net Assets 2021: $1,031,8242021Assets 2022: $902,117Liabilities 2022: $1,429Net Assets 2022: $900,6882022Assets 2023: $856,346Liabilities 2023: $47,020Net Assets 2023: $809,3262023Assets 2024: $872,881Liabilities 2024: $11,983Net Assets 2024: $860,8982024

Highlighted filing

2016

Assets$976,909
Liabilities$19,456
Net Assets$957,453
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $67,3352010Expenses 2011: $41,9132011Expenses 2012: $76,9132012Revenue 2013: $49,159Expenses 2013: $36,399Net Income 2013: $12,7602013Revenue 2014: $85,526Expenses 2014: $70,233Net Income 2014: $15,2932014Revenue 2015: $56,522Expenses 2015: $12,547Net Income 2015: $43,9752015Revenue 2016: $75,339Expenses 2016: $49,685Net Income 2016: $25,6542016Revenue 2017: $116,105Expenses 2017: $104,795Net Income 2017: $11,3102017Revenue 2018: $87,768Expenses 2018: $59,853Net Income 2018: $27,9152018Revenue 2019: $221,234Expenses 2019: $181,339Net Income 2019: $39,8952019Revenue 2020: $108,501Expenses 2020: $82,790Net Income 2020: $25,7112020Revenue 2021: $75,513Expenses 2021: $106,109Net Income 2021: -$30,5962021Revenue 2022: $108,496Expenses 2022: $250,839Net Income 2022: -$142,3432022Revenue 2023: -$5,166Expenses 2023: $111,195Net Income 2023: -$116,3612023Revenue 2024: $112,203Expenses 2024: $60,631Net Income 2024: $51,5722024

Highlighted filing

2016

Revenue$75,339
Expenses$49,685
Net Income$25,654
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$140,273
Mission and Program Overview

Mission

Community and international service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$859,870$913,351▲ $53,481
Cash and Non-Interest-Bearing Accounts$114,864$63,558▼ $51,306
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$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$974,734$976,909▲ $2,175
Other Assets Total-$0-
Liabilities
Deferred Revenue$12,307$15,253▲ $2,946
Accounts Payable and Accrued Expenses$14,559$3,330▼ $11,229
Other Liabilities-$873-
Total Liabilities$26,866$19,456▼ $7,410
Net Assets / Fund Balance
Unrestricted Net Assets$849,676$845,100▼ $4,576
Temporarily Rstr Net Assets$98,192$112,353▲ $14,161
Total Net Assets Fund Balance$947,868$957,453▲ $9,585
Total Liabilities and Net Assets / Fund Balance$974,734$976,909▲ $2,175
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Richard MoonChair
Warren BobrowVice Chairman
John RameyDirector
Karen FolletteDirector
Lisa MarguliesDirector
Mason ShayanSecretary
Cozette VergariTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$45,206
Other Revenue
$30,133
Change in Net Assets
$25,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$49,685
Total Fundraising Expense$200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$6,000-$6,000
Other Expenses$39,924$154$200$154
Total Functional Expenses$39,924$9,561$200$49,685
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$95,067
Fundraising Direct Expenses$64,934
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundraiser$21,818$21,818$11,825$9,993
Book Sale Fundraiser$18,934$18,934$6,469$12,465
Total Events$87,002$87,002$57,479$29,523
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
73$873
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Westchester Rotary Foundation
EIN
95-3978301
Phone
3104840800
Address
5777 W CENTURY BLVD, LOS ANGELES, CA 90045

Signing Officer

Name
Richard Moon
Title
Chair
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Moon
Formed
1989
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
100

Preparer

Firm
Richard Moon & Associates Accountancy Corp
Address
5777 West Century Blvd Suite 1580, Los Angeles, CA 90045-5600
Preparer
Richard W Moon CPA
Phone
3104840800
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: vocational service - provide financial incentives to indiv. In the community demonstrating literary and voc. Excellence. Other program services 5: public relations”

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IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt022645
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt030130
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt034019
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt064149
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt029640
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt034800
IRS990ScheduleA/OtherIncome170Grp/TotalAmt064440
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt022645
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02325
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020320
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt022645
IRS990ScheduleA/TotalSupportAmt0151234
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0873
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc073
IRS990ScheduleD/TotalLiabilityAmt0873
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt010000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt010000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt057479
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK SALE FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021818
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt046250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087002
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021818
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt046250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt087002
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029523
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt028850
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt028850
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0335
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018629
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011825
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06469
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: VOCATIONAL SERVICE - PROVIDE FINANCIAL INCENTIVES TO INDIV. IN THE COMMUNITY DEMONSTRATING LITERARY AND VOC. EXCELLENCE. OTHER PROGRAM SERVICES 5: PUBLIC RELATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt098192
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0112353
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0974734
IRS990/TotalAssetsEOYAmt0976909
IRS990/TotalAssetsGrp/BOYAmt0974734
IRS990/TotalAssetsGrp/EOYAmt0976909
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0200
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09561
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039924
IRS990/TotalFunctionalExpensesGrp/TotalAmt049685
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026866
IRS990/TotalLiabilitiesEOYAmt019456
IRS990/TotalLiabilitiesGrp/BOYAmt026866
IRS990/TotalLiabilitiesGrp/EOYAmt019456
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0947868
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0957453
IRS990/TotalOtherProgSrvcExpenseAmt06149
IRS990/TotalOtherProgSrvcRevenueAmt02600
IRS990/TotalProgramServiceExpensesAmt039924
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045206
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt075339
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0974734
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0976909
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0849676
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0845100
IRS990/USAddress/AddressLine1Txt05777 W CENTURY BLVD ST 1580
IRS990/USAddress/CityNm0LOS ANGELES
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090045
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD MOON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTCHESTER ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0953978301
ReturnHeader/Filer/PhoneNum03104840800
ReturnHeader/Filer/USAddress/AddressLine1Txt05777 W CENTURY BLVD
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090045
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Richard Moon & Associates Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05777 West Century Blvd Suite 1580
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$976,909
Liabilities
$19,456
Net assets
$957,453
Revenue
$75,339
Expenses
$49,685
Net income
$25,654
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.86$0.11$0.06$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.05$0.81$0.01$0.11$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.11$0.25$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.02$1.03$0.08$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.01$1.06$0.11$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.02$1.04$0.22$0.18$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.03$1.00$0.09$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.04$0.97$0.12$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.02$0.96$0.08$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.03$0.95$0.06$0.01$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$0.09$0.07$0.02
2013Summary only. Only limited summary data is available for this year.$0.91$0.02$0.89$0.05$0.04$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.02$0.88$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.02$0.86$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.02$0.85$0.07