Civic Intelligence

Rotary Club of Fullerton

EIN 95-6059574 • 501(c)4 • Fullerton, CA

Profile

CIVIC/SOCIAL WELFARE

PO Box 172Fullerton, CA 92832

www.fullertonrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

76th percentile

13%

Faster asset growth than 76% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

42%

Faster revenue growth than 86% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$105,595

Up $12,558 (+13%) from 2024

Liabilities

Down

$0

Down $32 (-100%) from 2024

Net Assets

Up

$105,595

Up $12,590 (+14%) from 2024

Revenue

Up

$57,193

Up $16,929 (+42%) from 2024

Expenses

Up

$44,603

Up $19,024 (+74%) from 2024

Net Income

Down

$12,590

Down $2,095 (-14%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $112,664Liabilities 2011: $20,988Net Assets 2011: $91,6762011Assets 2012: $106,884Liabilities 2012: $15,208Net Assets 2012: $91,6762012Assets 2013: $86,126Liabilities 2013: $12,279Net Assets 2013: $73,8472013Assets 2014: $76,724Liabilities 2014: $5,327Net Assets 2014: $71,3972014Assets 2015: $55,238Liabilities 2015: $3,323Net Assets 2015: $51,9152015Assets 2016: $42,602Liabilities 2016: $9,048Net Assets 2016: $33,5542016Assets 2017: $47,799Liabilities 2017: $7,283Net Assets 2017: $40,5162017Assets 2018: $47,538Liabilities 2018: $14,343Net Assets 2018: $33,1952018Assets 2019: $47,422Liabilities 2019: $14,521Net Assets 2019: $32,9012019Assets 2020: $45,735Liabilities 2020: $4,734Net Assets 2020: $41,0012020Assets 2021: $55,841Liabilities 2021: $4,534Net Assets 2021: $51,3072021Assets 2022: $67,844Liabilities 2022: $4,303Net Assets 2022: $63,5412022Assets 2023: $78,320Liabilities 2023: $0Net Assets 2023: $78,3202023Assets 2024: $93,037Liabilities 2024: $32Net Assets 2024: $93,0052024Assets 2025: $105,595Liabilities 2025: $0Net Assets 2025: $105,5952025

Highlighted filing

2025

Assets$105,595
Liabilities$0
Net Assets$105,595

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $206,164Expenses 2011: $199,347Net Income 2011: $6,8172011Revenue 2012: $192,693Expenses 2012: $192,693Net Income 2012: $02012Revenue 2013: $172,644Expenses 2013: $190,473Net Income 2013: -$17,8292013Revenue 2014: $150,873Expenses 2014: $153,323Net Income 2014: -$2,4502014Revenue 2015: $166,961Expenses 2015: $186,443Net Income 2015: -$19,4822015Revenue 2016: $144,292Expenses 2016: $162,653Net Income 2016: -$18,3612016Revenue 2017: $142,848Expenses 2017: $135,886Net Income 2017: $6,9622017Revenue 2018: $108,091Expenses 2018: $115,412Net Income 2018: -$7,3212018Revenue 2019: $111,946Expenses 2019: $112,240Net Income 2019: -$2942019Revenue 2020: $99,842Expenses 2020: $91,742Net Income 2020: $8,1002020Revenue 2021: $55,898Expenses 2021: $45,592Net Income 2021: $10,3062021Revenue 2022: $105,144Expenses 2022: $92,910Net Income 2022: $12,2342022Revenue 2023: $56,623Expenses 2023: $41,846Net Income 2023: $14,7772023Revenue 2024: $40,264Expenses 2024: $25,579Net Income 2024: $14,6852024Revenue 2025: $57,193Expenses 2025: $44,603Net Income 2025: $12,5902025

Highlighted filing

2025

Revenue$57,193
Expenses$44,603
Net Income$12,590

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.57$0.45$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.40$0.26$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.57$0.42$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.04$0.64$1.05$0.93$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.05$0.51$0.56$0.46$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.05$0.41$1.00$0.92$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.15$0.33$1.12$1.12$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.14$0.33$1.08$1.15$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.07$0.41$1.43$1.36$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.09$0.34$1.44$1.63$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.03$0.52$1.67$1.86$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.05$0.71$1.51$1.53$0.02
2013Summary only. Only limited summary data is available for this year.$0.86$0.12$0.74$1.73$1.90$0.18
2012Summary only. Only limited summary data is available for this year.$1.07$0.15$0.92$1.93$1.93$0.00
2011Summary only. Only limited summary data is available for this year.$1.13$0.21$0.92$2.06$1.99$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 15, 2026
Return Version
2024v5.5
Gross Receipts
$57,673
Mission and Program Overview

Mission

CIVIC/SOCIAL WELFARE

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$93,037$104,721▲ $11,684
Total Assets$93,037$105,595▲ $12,558
Other Assets Total-$874-
Liabilities
Other Liabilities$32$0▼ $32
Total Liabilities$32$0▼ $32
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$93,005$105,595▲ $12,590
Total Net Assets Fund Balance$93,005$105,595▲ $12,590
Total Liabilities and Net Assets / Fund Balance$93,037$105,595▲ $12,558
Compensation and Service Providers

Board Members and Trustees

NameTitle
Leslie McCarthyPresident
Patrick Michael HartnettPresident-Elect
Amy Choi-WonDirector
Dan OuweleenDirector
Howard MinkleyDirector
Joyce CapelleDirector
Randy McFarlandDirector
Theresa HarveyDirector
Carol MorrisSecretary
Cathy GachTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,845
Program Service Revenue
$13,532
Investment Income
$0
Other Revenue
$22,816
All Other Contributions
$175
Change in Net Assets
$12,590
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,603
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$4,349$453-$4,802
Fees for Services Accounting$2,880--$2,880
Conferences and Meetings-$2,412-$2,412
Insurance$2,275--$2,275
Other Expenses$1,400$4,660-$1,400
Advertising$785--$785
Total Functional Expenses$37,078$7,525$0$44,603
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,601
Gaming Gross Income$1,120
Fundraising Direct Expenses$480
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fullerton Uncorked$20,601$20,601$21,131$-530
Total Events$20,601$20,601$21,131$-530
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

Form 990 given to Treasurer to review and go over with Board of Directors

Form 990, Part VI, Section C, line 19

No other documents available to the public.

Filing and Contact Details

Filer

Filer Name
Rotary Club Of Fullerton
EIN
95-6059574
Phone
7142562595
Address
PO BOX 172, Fullerton, CA 92832

Signing Officer

Name
Cathy Gach
Title
Treasurer
Phone
7142562595
Signed
2026-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cathy Gach
Formed
1941
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Munson Eisenman Group LLP CPAs
Address
1501 E Orangethorpe Ave Ste 210, Fullerton, CA 92831
Preparer
Ellie Eisenman CPA MST
Phone
7144499909
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 24E

Software: Program service expenses 1,218. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,218. Speaker Gifts: Program service expenses 1,200. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,200. Supplies: Program service expenses 1,164. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,164. Shipping: Program service expenses 0. Management and general expenses 418. Fundraising expenses 0. Total expenses 418. Memberships and Subscriptions: Program service expenses 375. Management and general expenses 0. Fundraising expenses 0. Total expenses 375. Awards & grants: Program service expenses 225. Management and general expenses 0. Fundraising expenses 0. Total expenses 225. Demotion Night: Program service expenses 167. Management and general expenses 0. Fundraising expenses 0. Total expenses 167. Government Fees: Program service expenses 0. Management and general expenses 25. Fundraising expenses 0. Total expenses 25. Bank Service Charges: Program service expenses 0. Management and general expenses 10. Fundraising expenses 0. Total expenses 10.

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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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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020845
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024641
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt039623
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042654
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0152674
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt015697
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt015623
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt016999
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt064146
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt013244
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt0125709
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt016087
IRS990ScheduleA/OtherIncome509Grp/TotalAmt016087
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94540
IRS990ScheduleA/PublicSupportPY509Pct00.93760
IRS990ScheduleA/PublicSupportTotal509Amt0278383
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036542
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040264
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt089057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055898
IRS990ScheduleA/Total509Grp/TotalAmt0278383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt036542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105144
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055898
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0294470
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021131
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fullerton Uncorked
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020601
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020601
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020601
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020601
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-530
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021131
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021131
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 given to Treasurer to review and go over with Board of Directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No other documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Software: Program service expenses 1,218. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,218. Speaker Gifts: Program service expenses 1,200. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,200. Supplies: Program service expenses 1,164. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,164. Shipping: Program service expenses 0. Management and general expenses 418. Fundraising expenses 0. Total expenses 418. Memberships and Subscriptions: Program service expenses 375. Management and general expenses 0. Fundraising expenses 0. Total expenses 375. Awards & grants: Program service expenses 225. Management and general expenses 0. Fundraising expenses 0. Total expenses 225. Demotion Night: Program service expenses 167. Management and general expenses 0. Fundraising expenses 0. Total expenses 167. Government Fees: Program service expenses 0. Management and general expenses 25. Fundraising expenses 0. Total expenses 25. Bank Service Charges: Program service expenses 0. Management and general expenses 10. Fundraising expenses 0. Total expenses 10.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, line 24e
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt093037
IRS990/TotalAssetsEOYAmt0105595
IRS990/TotalAssetsGrp/BOYAmt093037
IRS990/TotalAssetsGrp/EOYAmt0105595
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt020845
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07525
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt037078
IRS990/TotalFunctionalExpensesGrp/TotalAmt044603
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt032
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt032
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt093005
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0105595
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt037078
IRS990/TotalProgramServiceRevenueAmt013532
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020121
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016227
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt057193
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt093037
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0105595
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 172
IRS990/USAddress/CityNm0Fullerton
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092832
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Cathy Gach
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07142562595
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club Of Fullerton
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956059574
ReturnHeader/Filer/PhoneNum07142562595
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 172
ReturnHeader/Filer/USAddress/CityNm0Fullerton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092832
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330611128
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Munson Eisenman Group LLP CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01501 E Orangethorpe Ave Ste 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092831
ReturnHeader/PreparerPersonGrp/PhoneNum07144499909
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ellie Eisenman CPA MST
ReturnHeader/ReturnTs02026-01-15T14:05:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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