Civic Intelligence

Montebello Rotary Club

EIN 95-6093599 • 501(c)4 • Montebello, CA

Profile

Community youth and family Services

P O Box 282Montebello, CA 90640
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 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

87th percentile

33%

Higher net margin than 87% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

90th percentile

43%

Faster asset growth than 90% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

29%

Faster revenue growth than 82% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$39,590

Up $11,889 (+43%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$39,590

Up $11,889 (+43%) from 2023

Revenue

Up

$72,421

Up $16,364 (+29%) from 2023

Expenses

Down

$48,180

Down $31,269 (-39%) from 2023

Net Income

Up

$24,241

Up $47,633 (+204%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $25,838Liabilities 2011: $7,3922011Assets 2012: $34,479Liabilities 2012: $8,8362012Assets 2013: $32,116Liabilities 2013: $02013Assets 2014: $34,397Liabilities 2014: $02014Assets 2015: $55,247Liabilities 2015: $02015Assets 2016: $30,650Liabilities 2016: $02016Assets 2017: $53,057Liabilities 2017: $0Net Assets 2017: $53,0572017Assets 2018: $59,410Liabilities 2018: $0Net Assets 2018: $59,4102018Assets 2019: $58,725Liabilities 2019: $0Net Assets 2019: $58,7252019Assets 2020: $36,784Liabilities 2020: $0Net Assets 2020: $36,7842020Assets 2021: $49,378Liabilities 2021: $0Net Assets 2021: $49,3782021Assets 2022: $51,093Liabilities 2022: $0Net Assets 2022: $51,0932022Assets 2023: $27,701Liabilities 2023: $0Net Assets 2023: $27,7012023Assets 2024: $39,590Liabilities 2024: $0Net Assets 2024: $39,5902024

Highlighted filing

2024

Assets$39,590
Liabilities$0
Net Assets$39,590

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $78,849Expenses 2011: $70,087Net Income 2011: $8,7622011Revenue 2012: $53,240Expenses 2012: $46,043Net Income 2012: $7,1972012Revenue 2013: $49,284Expenses 2013: $42,811Net Income 2013: $6,4732013Revenue 2014: $70,783Expenses 2014: $68,502Net Income 2014: $2,2812014Revenue 2015: $113,762Expenses 2015: $92,912Net Income 2015: $20,8502015Revenue 2016: $71,074Expenses 2016: $95,671Net Income 2016: -$24,5972016Revenue 2017: $97,701Expenses 2017: $97,359Net Income 2017: $3422017Revenue 2018: $70,525Expenses 2018: $64,172Net Income 2018: $6,3532018Revenue 2019: $72,736Expenses 2019: $73,421Net Income 2019: -$6852019Revenue 2020: $21,475Expenses 2020: $43,416Net Income 2020: -$21,9412020Revenue 2021: $47,377Expenses 2021: $34,783Net Income 2021: $12,5942021Revenue 2022: $65,776Expenses 2022: $64,061Net Income 2022: $1,7152022Revenue 2023: $56,057Expenses 2023: $79,449Net Income 2023: -$23,3922023Revenue 2024: $72,421Expenses 2024: $48,180Net Income 2024: $24,2412024

Highlighted filing

2024

Revenue$72,421
Expenses$48,180
Net Income$24,241

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.72$0.48$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.56$0.79$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.66$0.64$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.47$0.35$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.21$0.43$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.73$0.73$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.71$0.64$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.98$0.97$0.00
2016Summary only. Only limited summary data is available for this year.$0.31$0.00$0.71$0.96$0.25
2015Summary only. Only limited summary data is available for this year.$0.55$0.00$1.14$0.93$0.21
2014Summary only. Only limited summary data is available for this year.$0.34$0.00$0.71$0.69$0.02
2013Summary only. Only limited summary data is available for this year.$0.32$0.00$0.49$0.43$0.06
2012Summary only. Only limited summary data is available for this year.$0.34$0.09$0.53$0.46$0.07
2011Summary only. Only limited summary data is available for this year.$0.26$0.07$0.79$0.70$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$72,421
Mission and Program Overview

Mission

Community youth and family Services

Program Services

DescriptionGrantsExpenses
To provide various cummunity services support and projects; Provide underprevileged family aid and promote youth education services.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nathaniel McCuskerTraining OfficerPT$0--
Sarkis SandukhtyanPresident ElectPT$0--
Kimberly A Cobos-CawthorneTreasurerPT$0--
Denise HagopianPresidentPT$0--
David H HornbackPast PresidentPT$0--
Edward FrancoI Past PresidentPT$0--
Paulina Ramirez-MartignonSecretaryPT$0--
Edgar MoralesClub Director-$0--
Filing and Contact Details

Filer

Filer Name
Montebello Rotary Club
EIN
95-6093599
Address
P O Box 282, Montebello, CA 90640

Signing Officer

Name
Denise Hagopian
Title
President
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Ilma V Avila CPA
Address
1611 Paramount Blvd, Montebello, CA 90640
Preparer
Ilma V Avila
Phone
3238882865
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Rotary International Foundation Relationship Clubs International Foundation Activity Montebello Rotary Endowment Fund Relationship Clubs local 501c3 Amount 300Activity Community Hospital Grantee Beverly Hospital Relationship None Amount 1,000Activity International Support Grantee Ensenada Club Rotario

Description of other expenses Part I line 16

Description AmountInternational Dues 2,319District & Local Dues 2,778Club Operations Expenses 936Club Events and Meeting Meals 15,607Signature Event Costs 12,322Conferences & Conventions 90Special Events 3,116Community Projects 8,293Merchant and bank fees 14Administrative Costs 430

Other changes in net assets or fund balances Part I line 20

Description AmountPrior Year Adjustment (12,352)

Raw XML Appendix173 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1Paulina Ramirez-Martignon
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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Directors volunteer their time.
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IRS990EZ/BooksInCareOfDetail/PersonNm0Kimberly A Cobos-Cawthorne
IRS990EZ/BooksInCareOfDetail/PhoneNum03237288127
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 282
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Montebello
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0975
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt041885
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nathaniel McCusker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sarkis Sandukhtyan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kimberly A Cobos-Cawthorne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Denise Hagopian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4David H Hornback
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Edward Franco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Paulina Ramirez-Martignon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Edgar Morales
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Training Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5I Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Club Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt0-12352
IRS990EZ/OtherExpensesTotalAmt045905
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IRS990EZ/PrimaryExemptPurposeTxt0Community youth and family Services
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide various cummunity services support and projects; Provide underprevileged family aid and promote youth education services.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalExpensesAmt048180
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt072421
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0250751
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IRS990ScheduleA/Total509Grp/TotalAmt0250751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043705
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt021475
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0250754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Rotary International Foundation Relationship Clubs International Foundation Activity Montebello Rotary Endowment Fund Relationship Clubs local 501c3 Amount 300Activity Community Hospital Grantee Beverly Hospital Relationship None Amount 1,000Activity International Support Grantee Ensenada Club Rotario
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountInternational Dues 2,319District & Local Dues 2,778Club Operations Expenses 936Club Events and Meeting Meals 15,607Signature Event Costs 12,322Conferences & Conventions 90Special Events 3,116Community Projects 8,293Merchant and bank fees 14Administrative Costs 430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountPrior Year Adjustment (12,352)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Denise Hagopian
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montebello Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0956093599
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 282
ReturnHeader/Filer/USAddress/CityNm0Montebello
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090640
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262023994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ilma V Avila CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01611 Paramount Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montebello
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090640
ReturnHeader/PreparerPersonGrp/PhoneNum03238882865
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ilma V Avila
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-14T13:15:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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