Civic Intelligence

Mariposa Rotary Fund

990EZ • Fiscal year 2020 • EIN 20-0564388

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 11, 2020

Organization ProfileN/A
PO Box 334Mariposa, CA 95338

(209) 966-2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

81st percentile

34%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

68th percentile

23%

Faster asset growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

100%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$81,868

Up $15,200 (+23%) from 2019

Net Assets

Up

$81,868

Up $15,200 (+23%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$44,393

Up $22,158 (+100%) from 2019

Expenses

Down

$29,193

Down $26,892 (-48%) from 2019

Net Income

Up

$15,200

Up $49,050 (+145%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$150K$100K$50K$0Assets 2013: $54,240Liabilities 2013: $02013Assets 2015: $48,525Net Assets 2015: $48,5252015Assets 2017: $77,918Net Assets 2017: $77,9182017Assets 2018: $100,518Net Assets 2018: $100,5182018Assets 2019: $66,668Net Assets 2019: $66,6682019Assets 2020: $81,868Net Assets 2020: $81,8682020Assets 2023: $94,518Net Assets 2023: $94,5182023Assets 2024: $69,498Net Assets 2024: $69,4982024Assets 2025: $104,552Liabilities 2025: $30,000Net Assets 2025: $74,5522025

Highlighted filing

2020

Assets$81,868
Liabilities-
Net Assets$81,868
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

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

$100K$50K$0-$50KRevenue 2013: $8,312Expenses 2013: $7,245Net Income 2013: $1,0672013Revenue 2015: $49,423Expenses 2015: $56,335Net Income 2015: -$6,9122015Revenue 2017: $39,609Expenses 2017: $28,814Net Income 2017: $10,7952017Revenue 2018: $74,452Expenses 2018: $51,852Net Income 2018: $22,6002018Revenue 2019: $22,235Expenses 2019: $56,085Net Income 2019: -$33,8502019Revenue 2020: $44,393Expenses 2020: $29,193Net Income 2020: $15,2002020Revenue 2023: $15,908Expenses 2023: $24,688Net Income 2023: -$8,7802023Revenue 2024: $34,127Expenses 2024: $59,147Net Income 2024: -$25,0202024Revenue 2025: $60,734Expenses 2025: $55,680Net Income 2025: $5,0542025

Highlighted filing

2020

Revenue$44,393
Expenses$29,193
Net Income$15,200
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 11, 2020
Return Version
2019v5.0
Gross Receipts
$54,736
Mission and Program Overview

Mission

To provide to carry on charitable and educational activities in mariposa county.

Program Services

DescriptionGrantsExpenses
THE MARIPOSA ROTARY FUND SUPPORTS MARIPOSA ROTARY CLUB, MAKES DONATIONS TO COMMUNITY ORGANIZATIONS AND RAISES MONEY FOR SCHOLARSHIPS.$659$28,534
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David ButlerPresident-$0--
Heather BoothePresident Elect-$0--
Charles KendallSecretary-$0--
Deborah PetersDirector-$0--
Susie A StonumTreasurer-$0--
Glenn SutherlandDirector-$0--
Michael FagaldeDirector-$0--
James TuckerPast President-$0--
Elaine SeymourDirector-$0--
Sarah ConstableDirector-$0--
Ronald IudiceDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$32,417$32,417$8,735$23,682
Total Events$32,417$32,417$10,343$22,074
Filing and Contact Details

Filer

Filer Name
Mariposa Rotary Fund
EIN
20-0564388
Phone
2099662021
Address
PO Box 334, Mariposa, CA 95338

Signing Officer

Name
Susie A Stonum
Title
Treasurer
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Claiborne Lavoie & Associates
Address
40327 ROAD 425A, OAKHURST, CA 93644
Preparer
Candace Lavoie
Phone
5596834224
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.38

“| Donee's Name: Audrey Ogilive | Donee's Address: P.O. Box 986 Mariposa CA 95338 | Cash Amount Given: $5500”

Grants and Similar Amounts Paid In Excess of $5,000.56

“| Donee's Name: Izamary Marquez | Donee's Address: P O Box 26 El Portal CA 96318 | Cash Amount Given: $7000”

Other Expenses.1002

“Office Expenses $18”

Other Expenses.1

“Plaque Expense $66”

Other Expenses.2

“Attorney General $20”

Other Expenses.3

“CA Exempt Org Annual Fee $10”

Raw XML Appendix184 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/PersonNm2Charles Kendall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Deborah Peters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Susie A Stonum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Glenn Sutherland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Michael Fagalde
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7James Tucker
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Sarah Constable
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Ronald Iudice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0114
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE TO CARRY ON CHARITABLE AND EDUCATIONAL ACTIVITIES IN MARIPOSA COUNTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE MARIPOSA ROTARY FUND SUPPORTS MARIPOSA ROTARY CLUB, MAKES DONATIONS TO COMMUNITY ORGANIZATIONS AND RAISES MONEY FOR SCHOLARSHIPS.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022283
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Audrey Ogilive | Donee's Address: P.O. Box 986 Mariposa CA 95338 | Cash Amount Given: $5500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Izamary Marquez | Donee's Address: P O Box 26 El Portal CA 96318 | Cash Amount Given: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Plaque Expense $66
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Attorney General $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CA Exempt Org Annual Fee $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.38
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.56
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susie A Stonum
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mariposa Rotary Fund
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0200564388
ReturnHeader/Filer/PhoneNum02099662021
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 334
ReturnHeader/Filer/USAddress/CityNm0Mariposa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095338
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205911374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLAIBORNE LAVOIE & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040327 ROAD 425A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKHURST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093644
ReturnHeader/PreparerPersonGrp/PhoneNum05596834224
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Candace Lavoie
ReturnHeader/ReturnTs02020-11-11T10:09:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,868
Liabilities
-
Net assets
$81,868
Revenue
$44,393
Expenses
$29,193
Net income
$15,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.05$0.30$0.75$0.61$0.56$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.34$0.59$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.16$0.25$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.44$0.29$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.22$0.56$0.34
2018Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.74$0.52$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.40$0.29$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.49$0.56$0.07
2013Summary only. Only limited summary data is available for this year.$0.54$0.00$0.08$0.07$0.01