Civic Intelligence

La Verne Rotary Foundation

990EZ • Fiscal year 2016 • EIN 95-4127691

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

Organization Profilelavernerotary.org
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

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

47th percentile

0.1%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$118,663

Up $99 (+0.1%) from 2015

Net Assets

Up

$115,223

Up $1,392 (+1.2%) from 2015

Liabilities

Down

$3,440

Down $1,293 (-27%) from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin65th percentile

Revenue

Up

$13,383

Up $1,814 (+16%) from 2015

Expenses

Down

$11,991

Down $3,800 (-24%) from 2015

Net Income

Up

$1,392

Up $5,614 (+133%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2016

Assets$118,663
Liabilities$3,440
Net Assets$115,223
Open 2016 Filing

Operations Trend

Revenue Growth69th percentile

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

2016

Revenue$13,383
Expenses$11,991
Net Income$1,392
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$14,738
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$4,008-
La Verne Rotary Scholarship$4,000-
Dan Stover Music Awards$2,625-
International Projects$1,355-
TLC$600-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANNY LOCKVice President-$0--
LARRY BACASecretary-$0--
CLARK PALMERTreasurer-$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
Joel Dick Bates
Title
President
Signed
2017-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Forman Richter RubinAcct Corp
Address
1037 Park View Dr, Covina, CA 91724
Preparer
Craig R Rubin CPA
Phone
6269157666
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $613”

Other Expenses.1

“Community Service Programs $4008”

Other Expenses.2

“Scholarships $4000”

Other Expenses.3

“Vocational Service Programs $2625”

Other Expenses.4

“Youth Service Programs $600”

Other Expenses.5

“Bad Debts $125”

Other Expenses.6

“Dues and Subscriptions $20”

Other Assets.1005

“Accounts Receivable - Beginning $3580 Accounts Receivable - Ending $2895”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $568 Prepaid Expenses and Deferred Charges - Ending $0”

Total Liabilities.1

“PAUL HARRIS RI PAYABLE - Beginning $1320 PAUL HARRIS RI PAYABLE - Ending $1080”

Total Liabilities.2

“- Beginning $0 - Ending $0”

Total Liabilities.3

“Scholarship Payable - Beginning $3000 Scholarship Payable - Ending $2000”

Raw XML Appendix172 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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IRS990EZ/OtherAssetsTotalDetail/BOYAmt04148
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02895
IRS990EZ/OtherExpensesTotalAmt011991
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04008
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01355
IRS990EZ/SpecialEventsNetIncomeLossAmt05
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/WebsiteAddressTxt0lavernerotary.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08888
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014902
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016020
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt027837
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IRS990ScheduleA/PublicSupportCY170Pct00.50700
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IRS990ScheduleA/PublicSupportTotal170Amt045150
IRS990ScheduleA/SubstantialContributorsTotAmt016068
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Community Service Programs $4008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Scholarships $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Vocational Service Programs $2625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Youth Service Programs $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bad Debts $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Dues and Subscriptions $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Receivable - Beginning $3580 Accounts Receivable - Ending $2895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Prepaid Expenses and Deferred Charges - Beginning $568 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PAUL HARRIS RI PAYABLE - Beginning $1320 PAUL HARRIS RI PAYABLE - Ending $1080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Scholarship Payable - Beginning $3000 Scholarship Payable - Ending $2000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL DICK BATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LA VERNE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAVE
ReturnHeader/Filer/EIN0954127691
ReturnHeader/Filer/PhoneNum06269157666
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 151
ReturnHeader/Filer/USAddress/CityNm0LA VERNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091750
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01037 Park View Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Covina
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091724
ReturnHeader/PreparerPersonGrp/PhoneNum06269157666
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Craig R Rubin CPA
ReturnHeader/ReturnTs02017-02-14T09:52:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$118,663
Liabilities
$3,440
Net assets
$115,223
Revenue
$13,383
Expenses
$11,991
Net income
$1,392
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.12$1.48$0.22$0.23$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.10$1.48$0.19$0.14$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.10$1.44$0.66$1.01$0.34
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.11$1.80$0.53$0.16$0.37
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.02$1.43$0.12$0.15$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.05$1.46$0.15$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.49$0.09$1.40$0.26$0.16$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.05$1.30$0.29$0.14$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.03$1.15$0.13$0.12$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.05$1.14$0.12$0.16$0.04
2014Summary only. Only limited summary data is available for this year.$1.23$0.05$0.31$0.18$0.13
2013Summary only. Only limited summary data is available for this year.$1.14$0.09$0.28$0.17$0.11
2012Summary only. Only limited summary data is available for this year.$1.03$0.08$0.05$0.20$0.14