Civic Intelligence

La Verne Rotary Foundation

990EZ • Fiscal year 2017 • EIN 95-4127691

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

PO Box 151LA Verne, CA 91750

(626) 915-7666

Siviq Scores

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

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

0.17x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

114%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$135,106

Up $16,443 (+14%) from 2016

Net Assets

Up

$130,210

Up $14,987 (+13%) from 2016

Liabilities

Up

$4,896

Up $1,456 (+42%) from 2016

Revenue

Up

$28,674

Up $15,291 (+114%) from 2016

Expenses

Up

$13,687

Up $1,696 (+14%) from 2016

Net Income

Up

$14,987

Up $13,595 (+977%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $102,754Liabilities 2012: $8,1422012Assets 2013: $114,220Liabilities 2013: $8,9982013Assets 2014: $123,083Liabilities 2014: $5,0302014Assets 2015: $118,564Liabilities 2015: $4,733Net Assets 2015: $113,8312015Assets 2016: $118,663Liabilities 2016: $3,440Net Assets 2016: $115,2232016Assets 2017: $135,106Liabilities 2017: $4,896Net Assets 2017: $130,2102017Assets 2018: $148,937Liabilities 2018: $8,670Net Assets 2018: $140,2672018Assets 2019: $150,679Liabilities 2019: $4,752Net Assets 2019: $145,9272019Assets 2020: $144,604Liabilities 2020: $2,085Net Assets 2020: $142,5192020Assets 2021: $190,086Liabilities 2021: $10,560Net Assets 2021: $179,5262021Assets 2022: $153,780Liabilities 2022: $9,590Net Assets 2022: $144,1902022Assets 2023: $158,446Liabilities 2023: $10,220Net Assets 2023: $148,2262023Assets 2024: $159,735Liabilities 2024: $12,155Net Assets 2024: $147,5802024

Highlighted filing

2017

Assets$135,106
Liabilities$4,896
Net Assets$130,210

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $5,412Expenses 2012: $19,733Net Income 2012: -$14,3212012Revenue 2013: $27,574Expenses 2013: $16,964Net Income 2013: $10,6102013Revenue 2014: $31,136Expenses 2014: $18,305Net Income 2014: $12,8312014Revenue 2015: $11,569Expenses 2015: $15,791Net Income 2015: -$4,2222015Revenue 2016: $13,383Expenses 2016: $11,991Net Income 2016: $1,3922016Revenue 2017: $28,674Expenses 2017: $13,687Net Income 2017: $14,9872017Revenue 2018: $26,294Expenses 2018: $16,237Net Income 2018: $10,0572018Revenue 2019: $15,273Expenses 2019: $9,613Net Income 2019: $5,6602019Revenue 2020: $11,987Expenses 2020: $15,395Net Income 2020: -$3,4082020Revenue 2021: $52,651Expenses 2021: $15,644Net Income 2021: $37,0072021Revenue 2022: $66,295Expenses 2022: $100,631Net Income 2022: -$34,3362022Revenue 2023: $18,838Expenses 2023: $14,397Net Income 2023: $4,4412023Revenue 2024: $22,204Expenses 2024: $22,850Net Income 2024: -$6462024

Highlighted filing

2017

Revenue$28,674
Expenses$13,687
Net Income$14,987
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$28,674
Mission and Program Overview

Mission

SERVICE FOUNDATION

To serve the community in our mission of service above self. To help in areas of community, vocational and international service.

Program Services

DescriptionGrantsExpenses
Community Service Projects$6,076-
La Verne Rotary Scholarship$4,000-
International Projects$1,174-
RYLA$900-
Dan Stover Music Awards$625-
TLC$600-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE JOHNSONVice President-$0--
CAL STEPHENSSecretary-$0--
CRAIG RUBINTreasurer-$0--
JOEL DICK BATESPresident-$0--
Filing and Contact Details

Filer

Filer Name
La Verne Rotary Foundation
EIN
95-4127691
Phone
6269157666
Address
PO BOX 151, LA VERNE, CA 91750

Signing Officer

Name
Craig Rubin
Title
Treasurer
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman Short Rubin Dewinter Sanderson
Address
1037 PARK VIEW DR, COVINA, CA 91724-3750
Preparer
Craig R Rubin
Phone
6269320100
Supplemental Narrative

Additional Explanations

Other Expenses.1

Community service program $6076

Other Expenses.2

SCHOLARSHIPS $4000

Other Expenses.3

Youth service program $1500

Other Expenses.4

International Service Programs $1174

Other Expenses.5

Vocational service program $625

Other Expenses.6

BAD DEBTS $250

Other Expenses.7

Miscellaneous $50

Other Expenses.8

BANK FEES $12

Other Assets.1005

Accounts Receivable - Beginning $2895 Accounts Receivable - Ending $3013

Other Assets.1006

Pledges and Grants Receivable - Beginning $0 Pledges and Grants Receivable - Ending $1356

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $500

Total Liabilities.1

PAUL HARRIS RI PAYABLE - Beginning $1080 PAUL HARRIS RI PAYABLE - Ending $896

Total Liabilities.2

- Beginning $0 - Ending $0

Total Liabilities.3

Scholarship Payable - Beginning $2000 Scholarship Payable - Ending $4000

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/ExplanationTxt0COMMUNITY SERVICE PROGRAM $6076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YOUTH SERVICE PROGRAM $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3International Service Programs $1174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4VOCATIONAL SERVICE PROGRAM $625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BAD DEBTS $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES $12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable - Beginning $2895 Accounts Receivable - Ending $3013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Pledges and Grants Receivable - Beginning $0 Pledges and Grants Receivable - Ending $1356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PAUL HARRIS RI PAYABLE - Beginning $1080 PAUL HARRIS RI PAYABLE - Ending $896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Scholarship Payable - Beginning $2000 Scholarship Payable - Ending $4000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG RUBIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LA VERNE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAVE
ReturnHeader/Filer/EIN0954127691
ReturnHeader/Filer/PhoneNum06269157666
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ReturnHeader/Filer/USAddress/CityNm0LA VERNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091750
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01037 PARK VIEW DR
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917243750
ReturnHeader/PreparerPersonGrp/PhoneNum06269320100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Craig R Rubin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-09T13:08:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings