Civic Intelligence

Healdsburg Rotary Scholarship Fund

990 • Fiscal year 2019 • EIN 20-4779014

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 02, 2019

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

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

16th percentile

-16%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

45th percentile

1.8%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$569,897

Up $5,581 (+1.0%) from 2018

Net Assets

Up

$569,897

Up $5,581 (+1.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin16th percentile

Revenue

Up

$61,377

Up $1,106 (+1.8%) from 2018

Expenses

Up

$71,115

Up $9,867 (+16%) from 2018

Net Income

Down

-$9,738

Down $8,761 (-897%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2019

Assets$569,897
Liabilities$0
Net Assets$569,897
Open 2019 Filing

Operations Trend

Revenue Growth45th 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

2019

Revenue$61,377
Expenses$71,115
Net Income-$9,738
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 2, 2019
Return Version
2018v3.1
Gross Receipts
$61,377
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
Rtn Earn Endowment Incm Other Fnds$564,315$569,897▲ $5,582
Investments in Publicly Traded Securities$546,152$556,554▲ $10,402
Cash and Non-Interest-Bearing Accounts$18,164$13,343▼ $4,821
Savings and Temporary Cash Investments-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$564,316$569,897▲ $5,581
Other Assets Total-$0-
Liabilities
Other Liabilities$1--
Total Liabilities$1$0▼ $1
Net Assets / Fund Balance
Total Net Assets Fund Balance$564,315$569,897▲ $5,582
Total Liabilities and Net Assets / Fund Balance$564,316$569,897▲ $5,581
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Kate BuchananPast President
Rich BottariniPresident
Paul FrechettePresident Elect
John MergetDirector
Pat WilliamsClub Service
Dick BertapelleCommunity Servi
Jean HerschedeInternational S
Jim WestfallMembership
Brad PenderPast Treasurer
Gary AndersonPast Treasurer
Mel SchatzPublic Relation
Mike PotmesilRotary Intl Fou
Gloria EggerSecretary
Jeff CivianSgt. At Arms
Mark DeckerTreasurer
Hank PeetersYouth Services
Revenue and Support

Revenue Composition

Contributions and Grants
$38,107
Program Service Revenue
$0
Investment Income
$23,270
Other Revenue
$0
All Other Contributions
$11,357
Change in Net Assets
$-9,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$71,000
Other Expenses$115
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$71,000--$71,000
Office Expenses$65--$65
Other Expenses-$15-$15
Total Functional Expenses$71,065$50$0$71,115
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
Mark Decker
Title
Treasurer
Signed
2019-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rich Bottarini
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/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt015320
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt065
IRS990/OfficeExpensesGrp/TotalAmt065
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0TAXES AND FEES
IRS990/OtherExpensesGrp/Desc1Brokerage Commissions
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115
IRS990/OtherExpensesGrp/TotalAmt035
IRS990/OtherExpensesGrp/TotalAmt115
IRS990/OtherLiabilitiesGrp/BOYAmt01
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Rich Bottarini
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt042264
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt061141
IRS990/PYInvestmentIncomeAmt018007
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0107
IRS990/PYRevenuesLessExpensesAmt0-977
IRS990/PYTotalExpensesAmt061248
IRS990/PYTotalRevenueAmt060271
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-9738
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt026750
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0564315
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0569897
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042264
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt096227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt055415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt043006
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0275019
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023271
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018007
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011718
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027849
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt087
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt080932
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023271
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018007
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011718
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027849
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt087
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt080932
IRS990ScheduleA/InvestmentIncomeCYPct00.22290
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt07208
IRS990ScheduleA/OtherIncome509Grp/TotalAmt07208
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.75730
IRS990ScheduleA/PublicSupportTotal509Amt0275019
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042264
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt096227
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055415
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043006
IRS990ScheduleA/Total509Grp/TotalAmt0275019
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060271
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0115153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043093
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0363159
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt050750
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt120250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Educational Programs
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt055
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$569,897
Liabilities
$0
Net assets
$569,897
Revenue
$61,377
Expenses
$71,115
Net income
-$9,738
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