Civic Intelligence

Lancaster West Rotary Foundation Inc.

990PF • Fiscal year 2017 • EIN 95-4430805

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 17, 2017

857 West Lancaster BlvdLancaster, CA 93534

(661) 945-5868

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-29%

Faster asset growth than 14% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

6.2%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$83,951

Down $34,566 (-29%) from 2016

Net Assets

Down

$83,951

Down $34,566 (-29%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$9,376

Up $548 (+6.2%) from 2016

Expenses

Down

$6,340

Down $1,039 (-14%) from 2016

Net Income

Up

$3,036

Up $1,587 (+110%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $137,402Liabilities 2011: $02011Assets 2012: $113,770Liabilities 2012: $02012Assets 2013: $116,683Liabilities 2013: $02013Assets 2014: $123,299Liabilities 2014: $02014Assets 2015: $117,068Liabilities 2015: $02015Assets 2016: $118,517Liabilities 2016: $0Net Assets 2016: $118,5172016Assets 2017: $83,951Liabilities 2017: $0Net Assets 2017: $83,9512017Assets 2018: $88,778Liabilities 2018: $0Net Assets 2018: $88,7782018Assets 2019: $92,260Liabilities 2019: $0Net Assets 2019: $92,2602019Assets 2020: $94,649Liabilities 2020: $0Net Assets 2020: $94,6492020Assets 2021: $96,191Liabilities 2021: $0Net Assets 2021: $96,1912021Assets 2022: $99,935Liabilities 2022: $0Net Assets 2022: $99,9352022Assets 2023: $101,012Liabilities 2023: $0Net Assets 2023: $101,0122023Assets 2024: $99,871Liabilities 2024: $0Net Assets 2024: $99,8712024Assets 2025: $107,826Liabilities 2025: $0Net Assets 2025: $107,8262025

Highlighted filing

2017

Assets$83,951
Liabilities$0
Net Assets$83,951

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2011: $154Expenses 2011: $6,439Net Income 2011: -$6,2852011Revenue 2012: $2,866Expenses 2012: $32,843Net Income 2012: -$29,9772012Revenue 2013: $1,609Expenses 2013: $6,176Net Income 2013: -$4,5672013Revenue 2014: $12,831Expenses 2014: $6,215Net Income 2014: $6,6162014Revenue 2015: $218Expenses 2015: $6,449Net Income 2015: -$6,2312015Revenue 2016: $8,828Expenses 2016: $7,379Net Income 2016: $1,4492016Revenue 2017: $9,376Expenses 2017: $6,340Net Income 2017: $3,0362017Revenue 2018: $11,414Expenses 2018: $6,587Net Income 2018: $4,8272018Revenue 2019: $8,370Expenses 2019: $4,888Net Income 2019: $3,4822019Revenue 2020: $6,706Expenses 2020: $4,317Net Income 2020: $2,3892020Revenue 2021: $6,222Expenses 2021: $4,680Net Income 2021: $1,5422021Revenue 2022: $8,366Expenses 2022: $4,622Net Income 2022: $3,7442022Revenue 2023: $7,297Expenses 2023: $9,266Net Income 2023: -$1,9692023Revenue 2024: $8,504Expenses 2024: $9,645Net Income 2024: -$1,1412024Revenue 2025: $17,054Expenses 2025: $9,099Net Income 2025: $7,9552025

Highlighted filing

2017

Revenue$9,376
Expenses$6,340
Net Income$3,036
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 17, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
George L AndrewsPresident-$0--
Regina L RossallSecretary-$0--
Kevin L Von TungelnTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lancaster West Rotary Foundation Inc
EIN
95-4430805
Phone
6619455868
Address
857 West Lancaster Blvd, Lancaster, CA 93534

Signing Officer

Name
Kevin L Von Tungeln
Title
Treasurer
Signed
2017-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Cobb Doerfler & Associates CPA
Address
PO Box 2770, Lancaster, CA 93539-2770
Preparer
Danny H Carol CPA
Phone
6619482661
Raw XML Appendix283 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0George L Andrews
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Regina L Rossall
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Kevin L Von Tungeln
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2857 W Lancaster Blvd
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Quartz Hill
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0Lancaster West Rotary
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0Social
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0Mutual Membership
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt032168
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01863
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt030305
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041305
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043168
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank service charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Brokerage account fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FTB fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0124
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21283
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt113
TaxesSchedule/TaxesDetail/CategoryTxt0Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt1US Treasury
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin L Von Tungeln
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lancaster West Rotary Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0LANC
ReturnHeader/Filer/EIN0954430805
ReturnHeader/Filer/PhoneNum06619455868
ReturnHeader/Filer/USAddress/AddressLine1Txt0857 West Lancaster Blvd
ReturnHeader/Filer/USAddress/CityNm0Lancaster
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093534
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cobb Doerfler & Associates CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2770
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lancaster
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0935392770
ReturnHeader/PreparerPersonGrp/PhoneNum06619482661
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Danny H Carol CPA
ReturnHeader/ReturnTs02017-11-17T08:47:26-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.17$0.09$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.09$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.09$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.08$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.06$0.05$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.07$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.08$0.05$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.11$0.07$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.09$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.09$0.07$0.01
2015Summary only. Only limited summary data is available for this year.$1.17$0.00$0.00$0.06$0.06
2014Summary only. Only limited summary data is available for this year.$1.23$0.00$0.13$0.06$0.07
2013Summary only. Only limited summary data is available for this year.$1.17$0.00$0.02$0.06$0.05
2012Summary only. Only limited summary data is available for this year.$1.14$0.00$0.03$0.33$0.30
2011Summary only. Only limited summary data is available for this year.$1.37$0.00$0.00$0.06$0.06