Civic Intelligence

Westchester Rotary Foundation

990 • Fiscal year 2019 • EIN 95-3978301

Jul 01, 2018 to Jun 30, 2019 • Filed on May 14, 2020

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

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

46th percentile

0.07x

Higher debt load relative to revenue than 46% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

47th percentile

1.9%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

152%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,051,329

Up $19,903 (+1.9%) from 2018

Net Assets

Up

$1,035,787

Up $39,109 (+3.9%) from 2018

Liabilities

Down

$15,542

Down $19,206 (-55%) from 2018

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin75th percentile

Revenue

Up

$221,234

Up $133,466 (+152%) from 2018

Expenses

Up

$181,339

Up $121,486 (+203%) from 2018

Net Income

Up

$39,895

Up $11,980 (+43%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2019

Assets$1,051,329
Liabilities$15,542
Net Assets$1,035,787
Open 2019 Filing

Operations Trend

Revenue Growth95th 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

2019

Revenue$221,234
Expenses$181,339
Net Income$39,895
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 14, 2020
Return Version
2018v3.2
Gross Receipts
$256,939
Mission and Program Overview

Mission

Community and international service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$993,649$1,031,074▲ $37,425
Cash and Non-Interest-Bearing Accounts$32,872$18,950▼ $13,922
Accounts Receivable$2,005$1,305▼ $700
Total Assets$1,031,426$1,051,329▲ $19,903
Other Assets Total$2,900--
Liabilities
Deferred Revenue$34,748$15,542▼ $19,206
Total Liabilities$34,748$15,542▼ $19,206
Net Assets / Fund Balance
Unrestricted Net Assets$875,581$908,429▲ $32,848
Temporarily Rstr Net Assets$121,097$127,358▲ $6,261
Total Net Assets Fund Balance$996,678$1,035,787▲ $39,109
Total Liabilities and Net Assets / Fund Balance$1,031,426$1,051,329▲ $19,903
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Richard MoonChair
Warren BobrowVice Chairma
Brett SiflingDirector
Darlene FukujiDirector
Heather MartilloDirector
John RameyDirector
Michael LaineDirector
Robert SmithDirector
Ted GroseDirector
Tori HettingerSecretary
Cozette VergariTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,500
Program Service Revenue
$114,058
Investment Income
$56,315
Other Revenue
$46,361
All Other Contributions
$1,000
Change in Net Assets
$39,895
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$181,339
Total Fundraising Expense$1,328
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$11,340--$11,340
Fees for Services Accounting-$6,000-$6,000
Fees for Service Investment Mgmnt Fees-$3,890-$3,890
All Other Expenses--$1,328$1,328
Total Functional Expenses$170,121$9,890$1,328$181,339
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$82,066
Fundraising Direct Expenses$35,705
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundrais$39,840$39,590$24,390$15,200
Reverse Drawing$23,800$23,800$249$23,551
Total Events$80,251$80,001$34,805$45,196
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
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“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
Phone
3104840800
Signed
2020-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cozette Vergari
Formed
1989
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Richard Moon & Associates Ac
Address
5777 W CENTURY BLVD SUITE 1580, LOS ANGELES, CA 90045-5671
Preparer
Richard W Moon CPA
Phone
3104840800
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Vocational service - provide financial incentives to indiv. In the community demonstrating literary and voc. Excellence.”

Form 990, Part XI, Line 9

“A prior period adjustment to correct market value of investments.”

Raw XML Appendix365 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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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0249
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOCATIONAL SERVICE - PROVIDE FINANCIAL INCENTIVES TO INDIV. IN THE COMMUNITY DEMONSTRATING LITERARY AND VOC. EXCELLENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A PRIOR PERIOD ADJUSTMENT TO CORRECT MARKET VALUE OF INVESTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0121097
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0127358
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01051329
IRS990/TotalAssetsGrp/BOYAmt01031426
IRS990/TotalAssetsGrp/EOYAmt01051329
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01328
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09890
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0170121
IRS990/TotalFunctionalExpensesGrp/TotalAmt0181339
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034748
IRS990/TotalLiabilitiesEOYAmt015542
IRS990/TotalLiabilitiesGrp/BOYAmt034748
IRS990/TotalLiabilitiesGrp/EOYAmt015542
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0996678
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01035787
IRS990/TotalOtherProgSrvcExpenseAmt011340
IRS990/TotalOtherProgSrvcRevenueAmt01055
IRS990/TotalProgramServiceExpensesAmt0170121
IRS990/TotalProgramServiceRevenueAmt0114058
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0170373
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0221234
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01031426
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01051329
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0875581
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0908429
IRS990/USAddress/AddressLine1Txt0PO BOX 91543
IRS990/USAddress/CityNm0LOS ANGELES
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090009
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD MOON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum03104840800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06948DC38D10D58CC65AF6503D9148FC056D70235
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06948DC38D10D58CC65AF6503D9148FC056D70235
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0149.20.203.23
ReturnHeader/FilingSecurityInformation/IPDt02020-05-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:12:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510451057
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD MOON & ASSOCIATES AC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05777 W CENTURY BLVD SUITE 1580
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900455671
ReturnHeader/PreparerPersonGrp/PhoneNum03104840800
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD W MOON CPA
ReturnHeader/ReturnTs02020-05-18T13:12:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,051,329
Liabilities
$15,542
Net assets
$1,035,787
Revenue
$221,234
Expenses
$181,339
Net income
$39,895
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