Civic Intelligence

Healdsburg Rotary Scholarship Fund

990 • Fiscal year 2017 • EIN 20-4779014

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

Organization ProfileN/A
Post Office Box 671Healdsburg, CA 95448

(707) 473-0838

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

94th percentile

61%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

79th percentile

23%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$525,589

Up $96,726 (+23%) from 2016

Net Assets

Up

$525,589

Up $96,726 (+23%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin94th percentile

Revenue

Up

$115,153

Up $31,888 (+38%) from 2016

Expenses

Up

$44,477

Up $17,877 (+67%) from 2016

Net Income

Up

$70,676

Up $14,011 (+25%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $275,401Net Assets 2012: $275,4012012Assets 2013: $327,459Net Assets 2013: $327,4592013Assets 2016: $428,863Net Assets 2016: $428,8632016Assets 2017: $525,589Liabilities 2017: $0Net Assets 2017: $525,5892017Assets 2018: $564,316Liabilities 2018: $0Net Assets 2018: $564,3162018Assets 2019: $569,897Liabilities 2019: $0Net Assets 2019: $569,8972019Assets 2020: $591,457Liabilities 2020: $0Net Assets 2020: $591,4572020Assets 2021: $726,513Liabilities 2021: $0Net Assets 2021: $726,5132021Assets 2022: $689,762Liabilities 2022: $3,000Net Assets 2022: $686,7622022Assets 2023: $834,950Liabilities 2023: $1Net Assets 2023: $834,9492023Assets 2024: $1,089,098Liabilities 2024: $4,000Net Assets 2024: $1,085,0982024Assets 2025: $1,055,552Liabilities 2025: $0Net Assets 2025: $1,055,5522025

Highlighted filing

2017

Assets$525,589
Liabilities$0
Net Assets$525,589
Open 2017 Filing

Operations Trend

Revenue Growth82nd percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $43,225Expenses 2012: $26,426Net Income 2012: $16,7992012Revenue 2013: $39,733Expenses 2013: $16,640Net Income 2013: $23,0932013Revenue 2016: $83,265Expenses 2016: $26,600Net Income 2016: $56,6652016Revenue 2017: $115,153Expenses 2017: $44,477Net Income 2017: $70,6762017Revenue 2018: $60,271Expenses 2018: $61,248Net Income 2018: -$9772018Revenue 2019: $61,377Expenses 2019: $71,115Net Income 2019: -$9,7382019Revenue 2020: $89,124Expenses 2020: $69,613Net Income 2020: $19,5112020Revenue 2021: $86,254Expenses 2021: $71,696Net Income 2021: $14,5582021Revenue 2022: $122,370Expenses 2022: $89,829Net Income 2022: $32,5412022Revenue 2023: $169,744Expenses 2023: $94,367Net Income 2023: $75,3772023Revenue 2024: $214,467Expenses 2024: $101,009Net Income 2024: $113,4582024Revenue 2025: $165,914Expenses 2025: $252,679Net Income 2025: -$86,7652025

Highlighted filing

2017

Revenue$115,153
Expenses$44,477
Net Income$70,676
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$115,153
Mission and Program Overview

Mission

To provide scholarships to students who reside within the healdsburg unified high school district for post secondary (college or trade school) education and related expenses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$428,863$525,589▲ $96,726
Savings and Temporary Cash Investments$11,790$19,802▲ $8,012
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$428,863$525,589▲ $96,726
Other Assets Total$417,073$505,787▲ $88,714
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$428,863$525,589▲ $96,726
Total Liabilities and Net Assets / Fund Balance$428,863$525,589▲ $96,726
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
John HazlettPast President
Lynn GuthriePresident
Kate BUchananPresident Elect
Al LoebelDirector
Grady WannDirector
Henk PeetersDirector
Jean HerschedeDirector
John AvakianDirector
Mel SchatzDirector
Mike PotsemilDirector
Pat WilliamsDirector
Richard BottariniDirector
Max DunnSecretary
Gary AndersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$96,227
Program Service Revenue
$0
Investment Income
$18,926
Other Revenue
$0
All Other Contributions
$42,093
Change in Net Assets
$70,676
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,050
Other Expenses$427
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$44,050--$44,050
Fees for Services Accounting-$350-$350
Other Expenses-$77-$77
Total Functional Expenses$44,050$427$0$44,477
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“Treasurer reviews 990 and presents to board before submission”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request”

Filing and Contact Details

Filer

Filer Name
Healdsburg Rotary Scholarship Fund
EIN
20-4779014
Phone
7074730838
Address
Post Office Box 671, Healdsburg, CA 95448

Signing Officer

Name
Gary Anderson
Title
Treasurer
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Guthrie
Formed
2006
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Goranson and Associates Inc
Address
717 College Avenue First Floor, Santa Rosa, CA 95404
Preparer
Susan E Goranson
Phone
7075421256
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Lynn Guthrie
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt055415
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt026350
IRS990/PYInvestmentIncomeAmt027850
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0250
IRS990/PYRevenuesLessExpensesAmt056665
IRS990/PYTotalExpensesAmt026600
IRS990/PYTotalRevenueAmt083265
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt070676
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt054134
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011790
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019802
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt096227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043006
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028692
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt037904
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0261244
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011718
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt027849
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt087
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0207
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0857
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt040718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011718
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt027849
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt087
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0207
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0857
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt040718
IRS990ScheduleA/InvestmentIncomeCYPct00.13170
IRS990ScheduleA/InvestmentIncomePYPct00.14720
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt07208
IRS990ScheduleA/OtherIncome509Grp/TotalAmt07208
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84500
IRS990ScheduleA/PublicSupportPY509Pct00.85280
IRS990ScheduleA/PublicSupportTotal509Amt0261244
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096227
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055415
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043006
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028692
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037904
IRS990ScheduleA/Total509Grp/TotalAmt0261244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0115153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt028899
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038761
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0309170
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0505787
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt033200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt110850
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1EDUCATIONAL PROGRaMS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt030
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Treasurer reviews 990 and presents to board before submission
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0428863
IRS990/TotalAssetsEOYAmt0525589
IRS990/TotalAssetsGrp/BOYAmt0428863
IRS990/TotalAssetsGrp/EOYAmt0525589
IRS990/TotalCompGreaterThan150KInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$525,589
Liabilities
$0
Net assets
$525,589
Revenue
$115,153
Expenses
$44,477
Net income
$70,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.17$0.25$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.21$0.10$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.17$0.09$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.12$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.09$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.09$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.06$0.07$0.01
2018Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.06$0.06$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.12$0.04$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.08$0.03$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.33$0.04$0.02$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.28$0.04$0.03$0.02