Civic Intelligence

Healdsburg Rotary Scholarship Fund

990 • Fiscal year 2021 • EIN 20-4779014

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 14, 2021

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

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

57th percentile

17%

Higher net margin than 57% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

68th percentile

23%

Faster asset growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-3.2%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$726,513

Up $135,056 (+23%) from 2020

Net Assets

Up

$726,513

Up $135,056 (+23%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin57th percentile

Revenue

Down

$86,254

Down $2,870 (-3.2%) from 2020

Expenses

Up

$71,696

Up $2,083 (+3.0%) from 2020

Net Income

Down

$14,558

Down $4,953 (-25%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2021

Assets$726,513
Liabilities$0
Net Assets$726,513
Open 2021 Filing

Operations Trend

Revenue Growth30th 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

2021

Revenue$86,254
Expenses$71,696
Net Income$14,558
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 14, 2021
Return Version
2020v4.0
Gross Receipts
$90,201
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$591,457$726,513▲ $135,056
Savings and Temporary Cash Investments-$15,991-
Cash and Non-Interest-Bearing Accounts$10,694$6,445▼ $4,249
Accounts Receivable-$1,488-
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$591,457$726,513▲ $135,056
Other Assets Total$580,763$702,589▲ $121,826
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$591,457$726,513▲ $135,056
Total Liabilities and Net Assets / Fund Balance$591,457$726,513▲ $135,056

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Paul FrechettePast President
Richard BertapellePresident
Barbara RosenPresident elect
Alex RollinsDirector
Andy ElkindDirector
Doug GarrettDirector
Fred RobertsDirector
Henk PeetersDirector
James WestfallDirector
Jean HerschedeDirector
John MergetDirector
Richard CochranDirector
Philip LuksSecretary
Mark DeckerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$37,673
Program Service Revenue
$30,573
Investment Income
$12,635
Other Revenue
$5,373
All Other Contributions
$36,052
Change in Net Assets
$14,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$69,469
Other Expenses$2,227
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$46,700--$46,700
Grants to Domestic Orgs$22,769--$22,769
Fees for Services Other$1,280--$1,280
Fees for Services Accounting-$750-$750
Other Expenses$33--$33
Office Expenses$29--$29
Total Functional Expenses$70,946$750$0$71,696
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,320
Fundraising Direct Expenses$3,947
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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 Foundation
EIN
20-4779014
Phone
7074730838
Address
Post Office Box 671, Healdsburg, CA 95448

Signing Officer

Name
Mark Decker
Title
Treasurer
Signed
2021-10-14
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
Address
717 College Ave, Santa Rosa, CA 95404
Preparer
Sally Westgate
Phone
7075421256
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Adjust books to tax = $120498”

Raw XML AppendixShowing 400 of 474 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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IRS990/OtherExpensesGrp/ProgramServicesAmt135
IRS990/OtherExpensesGrp/ProgramServicesAmt233
IRS990/OtherExpensesGrp/TotalAmt0100
IRS990/OtherExpensesGrp/TotalAmt135
IRS990/OtherExpensesGrp/TotalAmt233
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/ProgramServiceRevenueGrp/Desc0Other Income
IRS990/ProgramServiceRevenueGrp/Desc1Services
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt025
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt130548
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130548
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt073314
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt066940
IRS990/PYInvestmentIncomeAmt014117
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02673
IRS990/PYProgramServiceRevenueAmt01693
IRS990/PYRevenuesLessExpensesAmt019511
IRS990/PYTotalExpensesAmt069613
IRS990/PYTotalRevenueAmt089124
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt014558
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt01621
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0591457
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0726513
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015991
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt037673
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt072440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt042264
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt096227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0286711
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012635
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014117
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt023271
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt018007
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011718
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt079748
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt039868
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012635
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014117
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt023271
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt018007
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt011718
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt079748
IRS990ScheduleA/InvestmentIncomeCYPct00.19200
IRS990ScheduleA/InvestmentIncomePYPct00.23260
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt025
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01693
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt07208
IRS990ScheduleA/OtherIncome509Grp/TotalAmt08926
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78650
IRS990ScheduleA/PublicSupportPY509Pct00.74560
IRS990ScheduleA/PublicSupportTotal509Amt0326579
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt077541
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042264
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt096227
IRS990ScheduleA/Total509Grp/TotalAmt0326579
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt090201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060271
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0115153
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0415253
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0702589
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt045200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt11500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Dolly Parton Imag Library Proj
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Education Program
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt047
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0U. S. Dollar
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1U. S. Dollar
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc2U. S. Dollar
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/ExplanationTxt2Adjust books to tax = $120498
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$726,513
Liabilities
$0
Net assets
$726,513
Revenue
$86,254
Expenses
$71,696
Net income
$14,558
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