Civic Intelligence

La Verne Rotary Foundation

990EZ • Fiscal year 2021 • EIN 95-4127691

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

Organization ProfileN/A
PO Box 151LA Verne, CA 91750

(909) 596-5001

Siviq Scores

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

Liabilities / Assets

74th percentile

0.06x

Higher debt load relative to assets than 74% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.20x

Higher debt load relative to revenue than 84% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

73rd percentile

31%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

339%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$190,086

Up $45,482 (+31%) from 2020

Net Assets

Up

$179,526

Up $37,007 (+26%) from 2020

Liabilities

Up

$10,560

Up $8,475 (+406%) from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin93rd percentile

Revenue

Up

$52,651

Up $40,664 (+339%) from 2020

Expenses

Up

$15,644

Up $249 (+1.6%) from 2020

Net Income

Up

$37,007

Up $40,415 (+1186%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2021

Assets$190,086
Liabilities$10,560
Net Assets$179,526
Open 2021 Filing

Operations Trend

Revenue Growth95th 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

2021

Revenue$52,651
Expenses$15,644
Net Income$37,007
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.1
Gross Receipts
$52,651
Mission and Program Overview

Mission

SERVICE FOUNDATION

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE PROJECTS$0$5,092
VOCATIONAL SERVICES$0$4,333
INTERNATIONAL PROJECTS$0$2,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA MCLAUGHLINPresident-$0--
SHARON JOHNSON MAYV. Pres-$0--
CAL STEPHENSSecretary-$0--
MARIANNE STARKTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
La Verne Rotary Foundation
EIN
95-4127691
Phone
9095965001
Address
PO BOX 151, LA VERNE, CA 91750

Signing Officer

Name
Marianne Stark
Title
Treasurer
Phone
9095965001
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Mk Stark Co
Address
PO BOX 8129, LA VERNE, CA 91750
Preparer
Marianne K Stark
Phone
9095965001
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“OTHER EXPENSES 15644.”

Raw XML Appendix164 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum09095965001
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02078 BONITA AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA VERNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091750
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0140934
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt038638
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANDRA MCLAUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHARON JOHNSON MAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAL STEPHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIANNE STARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V. PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03670
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07864
IRS990EZ/OtherExpensesTotalAmt015644
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE FOUNDATION
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INTERNATIONAL PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2VOCATIONAL SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05092
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24333
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02085
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010560
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015644
IRS990EZ/TotalProgramServiceExpensesAmt011425
IRS990EZ/TotalRevenueAmt052651
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09629
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09390
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021847
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt067678
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt067678
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014013
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09629
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09390
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021847
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012799
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt067678
IRS990ScheduleA/TotalSupportAmt067678
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER EXPENSES 15644.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09095965001
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
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ReturnHeader/Filer/BusinessNameControlTxt0LAVE
ReturnHeader/Filer/EIN0954127691
ReturnHeader/Filer/PhoneNum09095965001
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 151
ReturnHeader/Filer/USAddress/CityNm0LA VERNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091750
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MK STARK CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 8129
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA VERNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091750
ReturnHeader/PreparerPersonGrp/PhoneNum09095965001
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANNE K STARK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-08T15:26:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Marianne
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Stark
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$190,086
Liabilities
$10,560
Net assets
$179,526
Revenue
$52,651
Expenses
$15,644
Net income
$37,007
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