Civic Intelligence

Healdsburg Rotary Scholarship Fund

990 • Fiscal year 2022 • EIN 20-4779014

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 13, 2022

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

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

77th percentile

27%

Higher net margin than 77% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

31st percentile

-5.1%

Faster asset growth than 31% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

75th percentile

42%

Faster revenue growth than 75% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$689,762

Down $36,751 (-5.1%) from 2021

Net Assets

Down

$686,762

Down $39,751 (-5.5%) from 2021

Liabilities

Up

$3,000

Up $3,000 from 2021

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin77th percentile

Revenue

Up

$122,370

Up $36,116 (+42%) from 2021

Expenses

Up

$89,829

Up $18,133 (+25%) from 2021

Net Income

Up

$32,541

Up $17,983 (+124%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2022

Assets$689,762
Liabilities$3,000
Net Assets$686,762
Open 2022 Filing

Operations Trend

Revenue Growth75th 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

2022

Revenue$122,370
Expenses$89,829
Net Income$32,541
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 13, 2022
Return Version
2021v4.0
Gross Receipts
$122,370
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$726,513$686,762▼ $39,751
Savings and Temporary Cash Investments$15,991$41,591▲ $25,600
Cash and Non-Interest-Bearing Accounts$6,445$11,199▲ $4,754
Accounts Receivable$1,488$0▼ $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$726,513$689,762▼ $36,751
Other Assets Total$702,589$636,972▼ $65,617
Liabilities
Other Liabilities-$3,000-
Total Liabilities$0$3,000▲ $3,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$726,513$686,762▼ $39,751
Total Liabilities and Net Assets / Fund Balance$726,513$689,762▼ $36,751
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Barbara RosenPast President
Richard NorgrovePresident
Doug GarrettPresident elect
Alexandra RollinsDirector
Andy ElkindDirector
Cathy KingDirector
Dick CochranDirector
Donald MitchellDirector
Fred RobertsDirector
Kellie LarsonDirector
Tricia FichtnerDirector
Jamie campoverdeSecretary
Mark DeckerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$111,807
Program Service Revenue
$0
Investment Income
$10,563
Other Revenue
$0
All Other Contributions
$111,807
Change in Net Assets
$32,541
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,450
Other Expenses$19,379
Total Fundraising Expense$18,629
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$70,450--$70,450
Other Expenses--$18,629$18,629
Fees for Services Accounting-$750-$750
Total Functional Expenses$70,450$750$18,629$89,829
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Current Liabilities$3,000
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
2022-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Norgrove
Formed
2006
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Goranson Tax and Consulting Inc
Address
717 College Ave First Floor, Santa Rosa, CA 95404
Preparer
Blake Gunter
Phone
7075421256
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Adjust book to tax net assets = -$1489”

Raw XML AppendixShowing 400 of 462 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/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt069469
IRS990/PYInvestmentIncomeAmt012635
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02227
IRS990/PYOtherRevenueAmt05373
IRS990/PYProgramServiceRevenueAmt030573
IRS990/PYRevenuesLessExpensesAmt014558
IRS990/PYTotalExpensesAmt071696
IRS990/PYTotalRevenueAmt086254
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt032541
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0726513
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0686762
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015991
IRS990/SavingsAndTempCashInvstGrp/EOYAmt041591
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0111807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037673
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt072440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042264
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0302291
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010563
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012635
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014117
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt023271
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018007
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt078593
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt039868
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010563
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012635
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014117
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt023271
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018007
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt078593
IRS990ScheduleA/InvestmentIncomeCYPct00.18600
IRS990ScheduleA/InvestmentIncomePYPct00.19200
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01693
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01718
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.80990
IRS990ScheduleA/PublicSupportPY509Pct00.78650
IRS990ScheduleA/PublicSupportTotal509Amt0342159
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0111807
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077541
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt038107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042264
IRS990ScheduleA/Total509Grp/TotalAmt0342159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0122370
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt090201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt088250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060271
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0422470
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/OtherLiabilitiesOrgGrp/Amt03000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER CURRENT LIABILITIES
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0636972
IRS990ScheduleD/TotalLiabilityAmt03000
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt070450
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 book to tax net assets = -$1489
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 Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0726513
IRS990/TotalAssetsEOYAmt0689762
IRS990/TotalAssetsGrp/BOYAmt0726513
IRS990/TotalAssetsGrp/EOYAmt0689762
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0111807
IRS990/TotalEmployeeCnt00

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$689,762
Liabilities
$3,000
Net assets
$686,762
Revenue
$122,370
Expenses
$89,829
Net income
$32,541
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