Civic Intelligence

Healdsburg Rotary Scholarship Fund

990 • Fiscal year 2024 • EIN 20-4779014

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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

Higher debt load relative to assets than 27% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

85th percentile

30%

Faster asset growth than 85% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

26%

Faster revenue growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,089,098

Up $254,148 (+30%) from 2023

Net Assets

Up

$1,085,098

Up $250,149 (+30%) from 2023

Liabilities

Up

$4,000

Up $3,999 (+399900%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin90th percentile

Revenue

Up

$214,467

Up $44,723 (+26%) from 2023

Expenses

Up

$101,009

Up $6,642 (+7.0%) from 2023

Net Income

Up

$113,458

Up $38,081 (+51%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2024

Assets$1,089,098
Liabilities$4,000
Net Assets$1,085,098
Open 2024 Filing

Operations Trend

Revenue Growth71st 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

2024

Revenue$214,467
Expenses$101,009
Net Income$113,458
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$269,208
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$834,949$1,085,098▲ $250,149
Savings and Temporary Cash Investments$94,411$175,791▲ $81,380
Prepaid Expenses and Deferred Charges$7,444$0▼ $7,444
Cash and Non-Interest-Bearing Accounts$5,629$5,887▲ $258
Accounts Receivable$355$0▼ $355
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-
Total Assets$834,950$1,089,098▲ $254,148
Other Assets Total$727,111$907,420▲ $180,309
Liabilities
Other Liabilities$1$4,000▲ $3,999
Total Liabilities$1$4,000▲ $3,999
Net Assets / Fund Balance
Total Net Assets Fund Balance$834,949$1,085,098▲ $250,149
Total Liabilities and Net Assets / Fund Balance$834,950$1,089,098▲ $254,148
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Emily MartinPresident
Jim WestfallPresident Elect
Andy ElkindDirector
Cathy KingDirector
Devin DrewDirector
Don MitchellDirector
James BrentonDirector
Jean HerschedeDirector
John AvakianDirector
Norman FujitaDirector
Patricia FitchnerDirector
Richard CochranDirector
Kellie LarsonCEO
Paul GarrettSecretary
Jim ManlyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$73,377
Program Service Revenue
$3,539
Investment Income
$11,927
Other Revenue
$125,624
Change in Net Assets
$113,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$89,840
Other Expenses$11,169
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$89,840--$89,840
Fees for Services Other-$750-$750
Other Expenses-$155-$155
All Other Expenses-$132-$132
Total Functional Expenses$89,840$11,169$0$101,009
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$180,365
Fundraising Direct Expenses$54,741
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$180,365$180,365$30,861$149,504
Total Events$180,365$180,365$54,741$125,624
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
Current Liability$4,000
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, Section B, Line 11B

“Treasurer reviews 990 and presents to board before submission”

Form 990, Part VI, Section C, Line 19

“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
James Manly
Title
Treasurer
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Garrett
Formed
2006
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
68

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

Form 990, Part XI, Line 9

“book to tax = $4250”

Raw XML AppendixShowing 400 of 517 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/ActivityOrMissionDesc0TO PROVIDE SCHOLARSHIPS TO STUDENTS WHO RESIDE WITHIN THE HEALDSBURG UNIFIED HIGH SCHOOL DISTRICT FOR POST SECONDARY (COLLEGE OR TRADE SCHOOL) EDUCATION AND RELATED EXPENSES.
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IRS990/Desc0Crab Feast & Auction- Volunteer hours 200 - $ 180,365 was raised. Net $125,624 wasrealized. An event services management agreement with the Rotary club of Healdsburgwas established to manage the event and a fee of $13,132 was paid. Event duties were financial and auction accounting, solicitation and collection of donations, publicity for the event, sale of the tickets, processing and collection of payments, disbursement of auction winnings, and dinner preparation. The non-profit auction company, Greater Giving, provided the software for the event. Credit card payments were collected by the Healdsburg Rotary Foundation. Our grant and donations follow the IRS Charitable Non-profit regulations and are guided by the Rotary International Constitution and By-laws. The Board of Directors has authority to direct grants to various groups in our community as well as internationally.In the last fiscal year, we funded community projects that installed public swings for handicapped children, Funded the purchase of equipment to reduce fire hazards in our area. Funded a local reach out & read program for local underserved children. Funded a school garden network community food garden at two local elementary schools, Funded local arts and music education events, funded Dolly Parton Imagination Library for Healdsburg and Geyserville preschoolers. Provided High School seniors with scholarships to continue their education. In 2023 we funded 38 returning & new students scholarships totaling $56,000. We also funded three tuition scholarships totaling $2,000 to underserved Guatemalan students to continue their education.In the 23-24 year, both financial and physical labor was supplied to 6 different non-profit groups. Total grants and donations were $33,000. Total volunteer hours well over 250.Our projects impacted at least 15,000 locally and 500 internationally.
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Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,089,098
Liabilities
$4,000
Net assets
$1,085,098
Revenue
$214,467
Expenses
$101,009
Net income
$113,458
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