Rotary Club of El Monteso El Monte

EIN 95-6095742 • 501(c)4 • South El Monte, CA

Profile

To lift up public schools and local communities through charity, scholarships and good works.

2000 N Santa Anita AvenueSouth El Monte, CA 91733

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

-1427%

Higher net margin than 2% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

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 2022

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

-26%

Faster revenue growth than 26% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$85,130

Up $2,990 (+3.6%) from 2020

Liabilities

No earlier filing loaded for comparison.

Net Assets

$85,130

Up $2,990 (+3.6%) from 2020

Operations

Liabilities / RevenueScore unavailable Net Margin2nd percentile

Revenue

Down

$8,049

Down $2,534 (-24%) from 2020

Expenses

Down

$5,060

Down $2,287 (-31%) from 2020

Net Income

Down

$2,989

Down $247 (-7.6%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

Highlighted filing

2021

Assets$85,130

Liabilities-

Net Assets$85,130

Open 2021 Filing

Operations Trend

Revenue Growth26th percentile

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

Highlighted filing

2021

Revenue$8,049

Expenses$5,060

Net Income$2,989

Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing

Assets: $85,130
Liabilities: -
Net assets: $85,130
Revenue: $8,049
Expenses: $5,060
Net income: $2,989

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.85		$0.85	$0.08	$0.05	$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.82		$0.82	$0.11	$0.07	$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.79		$0.79	$0.13	$0.18	$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.84		$0.84	$0.21	$0.28	$0.07
2017Detailed filing. Detailed filing data is available for this year.	$0.91		$0.91	$0.19	$0.32	$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.03		$1.03	$0.13	$0.15	$0.02
2015Summary only. Only limited summary data is available for this year.	$1.05	$0.00		$0.16	$0.14	$0.02
2014Summary only. Only limited summary data is available for this year.	$0.37	$0.00		$0.17	$0.11	$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.32		$0.32	$0.08	$0.08	$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.32		$0.32	$0.10	$0.10	$0.00
2011Summary only. Only limited summary data is available for this year.	$0.32	$0.00		$0.13	$0.23	$0.10

Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To

Filing Snapshot

Filing Period: Jul 1, 2016 to Jun 30, 2017
Signed: Aug 28, 2017
Return Version: 2016v3.0
Gross Receipts: $19,414

Mission and Program Overview

Mission

To lift up public schools and local communities through charity, scholarships and good works.

Program Services

Description	Grants	Expenses
CLUB PROVIDED FUNDS AND OR SUPPLIES TO 24 LOCAL CHARITIES AND 2 NATIONAL CHARITIES MOST OF WHICH BENEFITED CHILDERN.	$10,541	$10,666
CLUB PROVIDED FUNDS AND OR SUPPLIES TO 27 LOCAL CHARITIES AND 2 NATIONAL CHARITIES MOST OF WHICH BENEFITED CHILDERN.	$2,000	$3,436

Compensation and Service Providers

Top Officer Pay89th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ART BARRIOS	President	-	$0	-	-
BEVERLY BROWN	Treasurer	-	$0	-	-
CAESAR MAYOR	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Five Pointsel Montesouth El Monte
EIN: 95-6095742
Phone: 6264439451
Address: 2000 N SANTA ANITA AVENUE, SOUTH EL MONTE, CA 91733

Signing Officer

Name: Beverly Brown
Title: Treasurer
Phone: 6264439451
Signed: 2017-08-28
Discuss with paid preparer: Yes

Preparer

Firm: Travis & Brown
Address: 2000 N SANTA ANITA AVE, SOUTH EL MONTE, CA 91733-3415
Preparer: Beverly a Brown
Phone: 6264439451

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Local charities 11333 valley blvd el monte, ca 91731 9,471 0 0”

Form 990-ez, Part I, Line 16

“Fundraising dinners cost of goods sold 9,679 expenses advertising 1,147 gov's visit, demotion, meals 924 promotional materials 2,020 t-shirts 512 office exp. 788 website 340 sunshine fund 125 conferences and conv. 680 po box 106 dues, dist and int'l 2,716 total 19,037”

Form 990-ez, Part II, Line 24

“Accounts receivable 0 -25 prepaid expenses and deferred charges 0 233 total 0 208”

Form 990-ez, Part III

“To lift up public schools and local communities through charity, scholarships and good works.”

Form 990-ez, Part III, Line 31

“Club provided funds and or supplies to 24 local charities and 2 national charities most of which benefited childern.”

Raw XML Appendix114 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	BEVERLY BROWN
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6264439451
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	2000 N SANTA ANITA AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	SO EL MONTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	91733
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	103148
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	90776
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	1647
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-12164
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	103148
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	90984
IRS990EZ/FundraisingGrossIncomeAmt	0	14097
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	12541
IRS990EZ/GrossReceiptsAmt	0	19414
IRS990EZ/GroupExemptionNum	0	0573
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	495
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	3175
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	103148
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	90984
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	103148
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	90984
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	ART BARRIOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	BEVERLY BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	CAESAR MAYOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	208
IRS990EZ/OtherExpensesTotalAmt	0	19037
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TO LIFT UP PUBLIC SCHOOLS AND LOCAL COMMUNITIES THROUGH CHARITY, SCHOLARSHIPS AND GOOD WORKS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	CLUB PROVIDED FUNDS AND OR SUPPLIES TO 27 LOCAL CHARITIES AND 2 NATIONAL CHARITIES MOST OF WHICH BENEFITED CHILDERN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	CLUB PROVIDED FUNDS AND OR SUPPLIES TO 24 LOCAL CHARITIES AND 2 NATIONAL CHARITIES MOST OF WHICH BENEFITED CHILDERN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	2000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	10541
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	3436
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	10666
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	14097
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	31578
IRS990EZ/TotalProgramServiceExpensesAmt	0	14102
IRS990EZ/TotalRevenueAmt	0	19414
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	LOCAL CHARITIES 11333 VALLEY BLVD EL MONTE, CA 91731 9,471 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	FUNDRAISING DINNERS COST OF GOODS SOLD 9,679 EXPENSES ADVERTISING 1,147 GOV'S VISIT, DEMOTION, MEALS 924 PROMOTIONAL MATERIALS 2,020 T-SHIRTS 512 OFFICE EXP. 788 WEBSITE 340 SUNSHINE FUND 125 CONFERENCES AND CONV. 680 PO BOX 106 DUES, DIST AND INT'L 2,716 TOTAL 19,037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACCOUNTS RECEIVABLE 0 -25 PREPAID EXPENSES AND DEFERRED CHARGES 0 233 TOTAL 0 208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	TO LIFT UP PUBLIC SCHOOLS AND LOCAL COMMUNITIES THROUGH CHARITY, SCHOLARSHIPS AND GOOD WORKS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	CLUB PROVIDED FUNDS AND OR SUPPLIES TO 24 LOCAL CHARITIES AND 2 NATIONAL CHARITIES MOST OF WHICH BENEFITED CHILDERN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BEVERLY BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6264439451
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	FIVE POINTSEL MONTESOUTH EL MONTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt	0	FIVE
ReturnHeader/Filer/EIN	0	956095742
ReturnHeader/Filer/PhoneNum	0	6264439451
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2000 N SANTA ANITA AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	SOUTH EL MONTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	91733
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	80C19EE85D0787C27C1ED27A6660CC79E6655E78
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	80C19EE85D0787C27C1ED27A6660CC79E6655E78
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	954546628
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	TRAVIS & BROWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2000 N SANTA ANITA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SOUTH EL MONTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	917333415
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6264439451
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BEVERLY A BROWN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2017-08-28T15:52:16-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2016-07-01
ReturnHeader/TaxPeriodEndDt	0	2017-06-30
ReturnHeader/TaxYr	0	2016