Civic Intelligence

Industry Hills Rotary Foundation

990EZ • Fiscal year 2018 • EIN 95-4456630

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

PO Box 3183City Of Industry, CA 91744

(909) 598-8990

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

51st percentile

2.1%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

26%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$167,988

Up $3,427 (+2.1%) from 2017

Net Assets

Up

$167,988

Up $3,427 (+2.1%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$30,390

Up $6,249 (+26%) from 2017

Expenses

Down

$26,963

Down $5,097 (-16%) from 2017

Net Income

Up

$3,427

Up $11,346 (+143%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $127,150Net Assets 2011: $127,1502011Assets 2012: $141,223Liabilities 2012: $788Net Assets 2012: $140,4352012Assets 2013: $151,850Liabilities 2013: $683Net Assets 2013: $151,1672013Assets 2014: $150,729Liabilities 2014: $259Net Assets 2014: $150,4702014Assets 2015: $156,891Liabilities 2015: $2,250Net Assets 2015: $154,6412015Assets 2016: $172,480Liabilities 2016: $0Net Assets 2016: $172,4802016Assets 2017: $164,561Liabilities 2017: $0Net Assets 2017: $164,5612017Assets 2018: $167,988Liabilities 2018: $0Net Assets 2018: $167,9882018Assets 2018: $167,988Net Assets 2018: $167,9882018Assets 2019: $157,207Liabilities 2019: $5Net Assets 2019: $157,2022019Assets 2020: $147,992Liabilities 2020: $0Net Assets 2020: $147,9922020Assets 2021: $143,425Liabilities 2021: $0Net Assets 2021: $143,4252021Assets 2022: $134,876Liabilities 2022: $0Net Assets 2022: $134,8762022Assets 2023: $126,628Liabilities 2023: $0Net Assets 2023: $126,6282023

Highlighted filing

2018

Assets$167,988
Liabilities-
Net Assets$167,988

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $38,667Expenses 2011: $35,746Net Income 2011: $2,9212011Revenue 2012: $41,147Expenses 2012: $27,862Net Income 2012: $13,2852012Revenue 2013: $44,890Expenses 2013: $34,158Net Income 2013: $10,7322013Revenue 2014: $36,184Expenses 2014: $36,881Net Income 2014: -$6972014Revenue 2015: $33,482Expenses 2015: $29,311Net Income 2015: $4,1712015Revenue 2016: $46,663Expenses 2016: $28,824Net Income 2016: $17,8392016Revenue 2017: $24,141Expenses 2017: $32,060Net Income 2017: -$7,9192017Revenue 2018: $30,390Expenses 2018: $26,963Net Income 2018: $3,4272018Revenue 2018: $30,390Expenses 2018: $26,963Net Income 2018: $3,4272018Revenue 2019: $14,000Expenses 2019: $24,786Net Income 2019: -$10,7862019Revenue 2020: $18,562Expenses 2020: $27,772Net Income 2020: -$9,2102020Revenue 2021: $14,922Expenses 2021: $19,489Net Income 2021: -$4,5672021Revenue 2022: $14,235Expenses 2022: $22,784Net Income 2022: -$8,5492022Revenue 2023: $17,607Expenses 2023: $25,855Net Income 2023: -$8,2482023

Highlighted filing

2018

Revenue$30,390
Expenses$26,963
Net Income$3,427
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.2
Gross Receipts
$83,944
Mission and Program Overview

Mission

To provide community service

Program Services

DescriptionGrantsExpenses
EXPENSES REPRESENT ACTUAL FUNDS EITHER GIVEN TO OR PAID FOR ITEMS DONATED TO OR INCURRED IN PROGRAMS BENEFITTING LOCAL CHARITABLE ORGANIZATIONS, YOUTH GROUPS, OR OTHER NEEDY INDIVIDUALS.$26,861$13,393
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DORIS HAUSERSecretary-$0--
TIM SEALDirector-$0--
PATRICK MEDLOCKTreasurerPT$0--
CARTHA TENNILLEPresidentPT$0--
PATRICIA MCINTOSHDirector-$0--
JOHN KRAMARDirector-$0--
CHANDRA HOWDENPresident-Elect-$0--
GABRIEL GRIEGODirector-$0--
DWIGHT BOUTWELLDirector-$0--
STEVEN CHANGDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$26,619$15,506$4,158$11,348
Total Events$26,619$15,506$7,350$8,156
Filing and Contact Details

Filer

Filer Name
Industry Hills Rotary Foundation
EIN
95-4456630
Phone
9095988990
Address
PO BOX 3183, CITY OF INDUSTRY, CA 91744

Signing Officer

Name
Patrick Medlock
Title
Treasurer
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Patrick W Medlock CPA
Address
20955 PATHFINDER ROAD STE 138, DIAMOND BAR, CA 91765-4028
Preparer
Patrick Medlock
Phone
9095988990
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - FORM 990EZ, PART I, LINE 10, GRANTS AND ALLOCATIONS--------------------------------------------------THANKSGIVING BASKETS $ 7,182MINIGRANTS (G) 4,657SCHOOL BACKPACK PROGRAM 1,335RYLA 1,800ROTARY 4-WAY TEST SPEECH CONTEST 600 TEEN LEADERSHIP CAMP 2,400FOUNDATION (G) 2,686ROTARY AT WORK DAY 151 STUDENT SCHOLARSHIPS (G) 5,300VARIOUS OTHER GRANTS (G) 750 ------- $ 26,861 =======

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: SEE SUPPLEMENTAL INFORMATION | Donee's Address: P.O. BOX 3183 CITY OF INDUSTRY CA 91744 | Cash Amount Given: $26861

Other Expenses.1

Credit card merchant fees $82

Other Expenses.2

Administrative expenses $20

Other Assets.1

DUE FROM INDUSTRY HILLS ROTARY CLUB - Beginning $1509 DUE FROM INDUSTRY HILLS ROTARY CLUB - Ending $1744

Other Assets.2

BACKPACK INVENTORY - Beginning $520 BACKPACK INVENTORY - Ending $0

Raw XML Appendix212 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT-ELECT
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt049650
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07450
IRS990EZ/SpecialEventsNetIncomeLossAmt08231
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt030390
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0INDUSTRYHILLSROTARY.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.10380
IRS990ScheduleA/InvestmentIncomePYPct00.09350
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - FORM 990EZ, PART I, LINE 10, GRANTS AND ALLOCATIONS--------------------------------------------------THANKSGIVING BASKETS $ 7,182MINIGRANTS (G) 4,657SCHOOL BACKPACK PROGRAM 1,335RYLA 1,800ROTARY 4-WAY TEST SPEECH CONTEST 600 TEEN LEADERSHIP CAMP 2,400FOUNDATION (G) 2,686ROTARY AT WORK DAY 151 STUDENT SCHOLARSHIPS (G) 5,300VARIOUS OTHER GRANTS (G) 750 ------- $ 26,861 =======
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: SEE SUPPLEMENTAL INFORMATION | Donee's Address: P.O. BOX 3183 CITY OF INDUSTRY CA 91744 | Cash Amount Given: $26861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD MERCHANT FEES $82
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE EXPENSES $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUE FROM INDUSTRY HILLS ROTARY CLUB - Beginning $1509 DUE FROM INDUSTRY HILLS ROTARY CLUB - Ending $1744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BACKPACK INVENTORY - Beginning $520 BACKPACK INVENTORY - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK MEDLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDUSTRY HILLS ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0INDU
ReturnHeader/Filer/EIN0954456630
ReturnHeader/Filer/PhoneNum09095988990
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3183
ReturnHeader/Filer/USAddress/CityNm0CITY OF INDUSTRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091744
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954302806
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICK W MEDLOCK CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020955 PATHFINDER ROAD STE 138
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DIAMOND BAR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917654028
ReturnHeader/PreparerPersonGrp/PhoneNum09095988990
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK MEDLOCK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-13T15:48:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.18$0.26$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.14$0.23$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.15$0.19$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.19$0.28$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.14$0.25$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.30$0.27$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.68$1.68$0.30$0.27$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.24$0.32$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.47$0.29$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.02$1.55$0.33$0.29$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.50$0.36$0.37$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.01$1.51$0.45$0.34$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.01$1.40$0.41$0.28$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$1.27$0.39$0.36$0.03