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FULLERTON SOUTH ROTARY CHARITIES INC

 PO BOX 4305
 FULLERTON , CA 92834
[P] (714) 870 x 0285
[F] --
http://fullertonsouthrotary.org/
https://www.rotary.org/en
[email protected]
Tony Florentine
FOUNDED: 1964
INCORPORATED: 2008
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 26-2599997 00000

Summary


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Mission StatementMORE »

Service above self

Mission Statement

Service above self

FinancialsMORE »

Fiscal Year 2018
Projected Expenses $65,000.00
Projected Revenue $120,000.00

ProgramsMORE »

  • Community Cleanup: Fullerton Arboretum
  • Fullerton Uncorked
  • High School Scholarships

Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

Service above self

Background Statement

Our 1.2 million-member organization started with the vision of one man—Paul P. Harris. The Chicago attorney formed one of the world’s first service organizations, the Rotary Club of Chicago, on 23 February 1905 as a place where professionals with diverse backgrounds could exchange ideas and form meaningful, lifelong friendships. Rotary’s name came from the group’s early practice of rotating meetings among the offices of each member.

Rotarians have not only been present for major events in history—we’ve been a part of them. From the beginning, three key traits have remained strong throughout Rotary:

We’re truly international. Only 16 years after being founded, Rotary had clubs on six continents. Today we’re working together from around the globe both digitally and in-person to solve some of our world’s most challenging problems.

We persevere in tough times. During WWII, Rotary clubs in Germany, Austria, Italy, Spain, and Japan were forced to disband. Despite the risks, many continued to meet informally and following the war’s end, Rotary members joined together to rebuild their clubs and their countries.

The Fullerton South Rotary carries on with these traditions.  Our focus is service above self.  We focus our efforts in serving the less fortunate in Fullerton, CA



Impact Statement

We are neighbors, community leaders and global citizens uniting for the common good. With you, we can accomplish even more. 

Needs Statement

 Fullerton South Rotary is dedicated to service above self with specific needs including fund raising, event attendance and skilled volunteers.  We are in need of financial support of our club's events, special projects and global outreach efforts.  Participation can include attendance, purchase of advertising space or donating a valuable service towards our events.  Skilled volunteers are always appreciated to help with marketing and fund raising. 

CEO Statement

Our impact starts with our members—people who work tirelessly with their clubs to solve some of our communities' toughest challenges. Their efforts are supported by Rotary International, our member association, and The Rotary Foundation, which turns generous donations into grants that fund the work of our members and partners around the world. Rotary is led by our members—responsible leaders who help to carry forward our organization's mission and values in their elected roles.

Board Chair Statement

Challenges include securing funding and resources for annual programs and the unexpected events that happen in our community. We respond to these challenges by meeting with our leadership and devising an appropriate plan or solution.  We then reach out to community partners to collaborate in the solution.
 

Other Ways to Donate/Volunteer

We accept donations by check or cash.  We also appreciate your attendance at functions that we coordinate for charity.  Our funding goes to support programs that help the less fortunate in Fullerton, CA. We welcome volunteers for our annual events and specific projects.

Geographic Area Served

North Orange County
Our main focus area is the city of Fullerton, CA.  Surrounding areas of North Orange County also benefit from our services. 

Organization Categories

  1. Public & Societal Benefit - Citizen Participation
  2. Public & Societal Benefit - Alliances & Advocacy
  3. Public & Societal Benefit - Fund Raising & Fund Distribution

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Programs


Community Cleanup: Fullerton Arboretum

Each year, we volunteer with local teens and service groups to conduct a community cleanup of the Fullerton Arboretum during the last weekend in September.  The Arboretum is part of the CSU Fullerton campus and provides 100s of horticulture tours and programs for 1,000s of students from the local area.  Our annual cleanup helps prepare the Arboretum for its busy fall school schedule of tours. 
Budget  $1,500.00
Category  Environment, General/Other Botanical & Aquatic Gardens
Population Served Adolescents Only (13-19 years) Children Only (5 - 14 years) Children and Youth (0 - 19 years)
Program Short-Term Success  The short term benefits of the cleanup include: opportunity for service, collaborations with local students and service groups, and the Arboretum will be prepared and presentable for the busy tour season.
Program Long-Term Success  Our efforts to clean up the Arboretum is a small gesture to a huge educational institution in our community.  The arboretum welcomes 1,000s of kids to tour the facility each year.  The logistics and materials for presentations are expensive.  The foot traffic and damage to plants are difficult to repair for a nonprofit entity. We reach out to local schools to involve their leadership and service groups.  The long term success of the program lies in the returning visitors.  Many kids return to the arboretum to participate in the cleanup or to volunteer on their own.  This creates a pipeline of volunteers to assist the arboretum for years to come.  
Program Success Monitored By  We monitor the success of this program with the help of Arboretum staff. The Arboretum staff divide the volunteers into groups and lead them through out the cleanup.  This creates a true and accurate evaluation of the effort.  Staff will evaluate each area of the cleanup before the end of the event.  Any additional work may be scheduled for a weekday if materials are not available.
Examples of Program Success 
Local leadership groups participated in 2017:
Fullerton High School ASB
Fullerton High School basketball Team (community service)
S.L.O.B.S. (Service League of Boys)
Fullerton Keystone Club (youth service)
Rotary South events committee
OC United (religious youth based group)

Fullerton Uncorked

This annual event is the largest food and wine tasting event in North Orange County.  It is hosted at the beautiful CSU Fullerton Arboretum grounds.  Live entertainment and over 50 restaurants, bars, and eateries participate to raise money for local charities.
Budget  $65,000.00
Category  Arts, Culture & Humanities, General/Other Arts, Culture & Humanities, General/Other
Population Served Families Children and Youth (0 - 19 years) Elderly and/or Disabled
Program Short-Term Success  The short term successes are the donations that we distribute annually.  Several organizations see an immediate increase in their resources.  Thus, allowing them to plan ahead and focus on the great work they are doing in the community.
Program Long-Term Success  Long term success is determined by the charities we support.  100% of funds raised are distributed to local charities.  This event has been successful for years, and will be for years to come.  Each year the event grows by participants and attendees.  The charities that benefit can use the donation to further their causes.  This is a true long term success in the Fullerton Community.  
Program Success Monitored By  The success of the program is tracked before, during and after the event.  Several meetings are held to coordinate the event. We compare the monetary successes from last year's event to the current event.  We also track participants, donors, suppliers, and volunteers.  We also track the event through social media posts.  These records are held by the club leadership. 
Examples of Program Success  An example of program success is an increase in attendance.  More attendance equals more revenue.  Space is a good indicator of success as well.  We have recently outgrown our current location and are researching proper accommodations. 

High School Scholarships

 A donation to the Fullerton Joint High School District is made to distribute $1,000 to each of the high schools in the FJHSD: La Habra High, Buena Park High, Sunny Hills, Troy, Sonora, and Fullerton High School.
Budget  $6,000.00
Category  Education, General/Other Student Financial Aid
Population Served K-12 (5-19 years) Females K-12 (5-19 years)
Program Short-Term Success  100% of the funding is intended for students of FJUHSD. Short term success for the club is our continued advancement of service above self.  We get to help families save and prepare for college.  These donations are small example of support to families.  Our short term success is financial support to future leaders in Fullerton.
Program Long-Term Success  100% of this funding goes to students of the FJUHSD to further their education.  Tracking is kept through records with club banking records.  Long Term success to the club is our continued support of local education to foster future leaders.  To students and families, the long term benefit is a lifelong learner and college graduate.  These donations are education awards to promote higher education.  Thus, preparing our youth for future success.
Program Success Monitored By  !00% of funding is to benefit students in the FJUHSD.  We know this program works because many schools have included our contribution as part of their award ceremonies, calendared events and family nights.  The support we provide is often a surprise to the students and families.  By honoring them, they feel obligated, beyond the requirements of the award, to further their education.
Examples of Program Success  Last year, all recipients added their awards to their family's existing college saving efforts.  This allows the student to feel proud about participating in their own educational responsibilities.  Many students have cited that receiving the award has encouraged them to save and help their family pay for college. 

Management


CEO/Executive Director Mr Mario Galindo
CEO Term Start July 2017
CEO Email [email protected]
CEO Experience Community leader completed the required training, was nominated and elected.

Former CEOs and Terms

Name Start End
Tom Duarte July 2016 June 2017
Tony Florentine July 2015 June 2016

Senior Staff

Name Title Experience/Biography
Mr. Tom Duarte Treasurer Completed training, nominated and elected.  Serving 1st year.

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

Boys & Girls Clubs of Fullerton

CSU Fullerton Arboretum

Fullerton Police K9  

Staff Information

Number of Full Time Staff 0
Number of Part Time Staff 0
Number of Volunteers 40
Number of Contract Staff 0
Staff Retention Rate % 0%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 0
Hispanic/Latino: 1
Native American/American Indian: 0
Other: --
Other (if specified): 0
Gender Female: 0
Male: 1
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Under Development
Years Strategic Plan Considers N/A
Management Succession Plan Yes
Organization Policies And Procedures Yes
Business Continuity of Operations Plan No

Risk Management Provisions

Nondiscrimination Policy Under Development
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency No N/A

Government Licenses

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CEO Comments

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Foundation Comments

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Governance


Board Chair Mr. Mario Galindo
Board Chair Company Affiliation Boys & Girls Clubs of Fullerton
Board Chair Term July 2017 - June 2018
Board Co-Chair Mr. Dexter Savage
Board Co-Chair Company Affiliation Manufacturing
Board Co-Chair Term July 2015 - June 2016

Board Members

Name Company Affiliations Status
Mr. Robert Cummins At Large NonVoting
Mr. Steve Di Tolla Education/ Athletics Voting
Mr. Tom Duarte J.D. Law, Municipal Voting
Mr. Tony Florentine Senior Active Voting
Mr. Mario Galindo Youth Services Advisor NonVoting
Mr. Dave Huisenga Club Service NonVoting
Mr. Tom Knoll Mortgage Banking Voting
Mr. George Lowe Youth Service NonVoting
Mr. Dexter Savage Manufacturing Voting
Mr. Dave Shulman International Service NonVoting
Mr. Pete Snyder Education/Athletics Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 9
Hispanic/Latino: 2
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 0
Male: 11
Not Specified 0

Board Information

Board Term Lengths 1
Board Term Limits 1
Board Meeting Attendance % 90%
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy Under Development
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

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Foundation Comments

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Standing Committees

  • Finance

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Fiscal Year July 01, 2017 to June 30, 2018
Projected Revenue $120,000.00
Projected Expenses $65,000.00
Form 990s

2016 Form 990

2015 Form 990

2014 990 Fullerton South Rotary

Audit Documents --
IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2014 2013 2012
Total Revenue $62,950 $65,760 $39,923
Total Expenses $32,100 $62,902 $34,788

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2014 2013 2012
Foundation and
Corporation Contributions
-- -- --
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $10,107 $12,965 $776
Indirect Public Support -- -- --
Earned Revenue $30,850 $52,795 $39,147
Investment Income, Net of Losses -- -- --
Membership Dues -- -- --
Special Events $21,993 -- --
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2014 2013 2012
Program Expense -- $5,107 --
Administration Expense -- $5,000 --
Fundraising Expense $32,100 $52,795 $776
Payments to Affiliates -- -- $34,012
Total Revenue/Total Expenses 1.96 1.05 1.15
Program Expense/Total Expenses 0% 8% 0%
Fundraising Expense/Contributed Revenue 100% 407% 100%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2014 2013 2012
Total Assets $18,254 $13,213 $10,355
Current Assets $18,254 $13,213 $10,355
Long-Term Liabilities $0 $0 $0
Current Liabilities $0 $0 $0
Total Net Assets $18,254 $13,213 $10,355

Short Term Solvency

Fiscal Year 2014 2013 2012
Current Ratio: Current Assets/Current Liabilities inf inf inf

Long Term Solvency

Fiscal Year 2014 2013 2012
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value --
Spending Policy Income Only
Percentage(If selected) --
Are you currently in a Capital Campaign? Yes
Capital Campaign Purpose We provide donations, scholarships to less fortunate of Fullerton, CA and surrounding areas.
Campaign Goal $120,000.00
Capital Campaign Dates May 2016 - Sept 2018
Capital Campaign Raised-to-Date Amount $5,000.00
Capital Campaign Anticipated in Next 5 Years? Yes

CEO Comments

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Foundation Comments

Summary financial data is per the audited financial statements and Form 990s and consultation with the organization. Foundation/corporate and individual contributions are shown together under Foundations and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.