Civic Intelligence

Cordelia Rotary Community Fund

EIN 27-4005301 • 501(c)3 • Fairfield, CA

Profile

Provide support for our community.

PO Box 771Fairfield, CA 94533

cordeliarotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

1st percentile

-17885%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

44th percentile

-5.5%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

7th percentile

-86%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$37,416

Down $17,885 (-32%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$37,416

Down $17,885 (-32%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$100

Down $29,577 (-100%) from 2024

Expenses

Down

$17,985

Down $7,227 (-29%) from 2024

Net Income

Down

-$17,885

Down $22,350 (-501%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2015: $62,085Net Assets 2015: $62,0852015Assets 2016: $64,417Net Assets 2016: $64,4172016Assets 2017: $54,641Net Assets 2017: $54,6412017Assets 2018: $66,960Net Assets 2018: $66,9602018Assets 2019: $51,687Net Assets 2019: $51,6872019Assets 2020: $31,777Net Assets 2020: $31,7772020Assets 2021: $36,102Net Assets 2021: $36,1022021Assets 2022: $44,311Net Assets 2022: $44,3112022Assets 2023: $50,837Liabilities 2023: $1Net Assets 2023: $50,8362023Assets 2024: $55,301Net Assets 2024: $55,3012024Assets 2025: $37,416Net Assets 2025: $37,4162025

Highlighted filing

2025

Assets$37,416
Liabilities-
Net Assets$37,416
Open 2025 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2015: $46,871Expenses 2015: $39,718Net Income 2015: $7,1532015Revenue 2016: $48,940Expenses 2016: $47,273Net Income 2016: $1,6672016Revenue 2017: $28,930Expenses 2017: $38,706Net Income 2017: -$9,7762017Revenue 2018: $52,925Expenses 2018: $40,606Net Income 2018: $12,3192018Revenue 2019: $34,946Expenses 2019: $50,219Net Income 2019: -$15,2732019Revenue 2020: $10,545Expenses 2020: $30,455Net Income 2020: -$19,9102020Revenue 2021: $27,092Expenses 2021: $22,767Net Income 2021: $4,3252021Revenue 2022: $37,680Expenses 2022: $29,471Net Income 2022: $8,2092022Revenue 2023: $34,760Expenses 2023: $28,235Net Income 2023: $6,5252023Revenue 2024: $29,677Expenses 2024: $25,212Net Income 2024: $4,4652024Revenue 2025: $100Expenses 2025: $17,985Net Income 2025: -$17,8852025

Highlighted filing

2025

Revenue$100
Expenses$17,985
Net Income-$17,885
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,416
Liabilities
-
Net assets
$37,416
Revenue
$100
Expenses
$17,985
Net income
-$17,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.4$37.4$0.10$18.0$17.9
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.3$55.3$29.7$25.2$4.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.8$0.00$50.8$34.8$28.2$6.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.3$44.3$37.7$29.5$8.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.1$36.1$27.1$22.8$4.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$31.8$10.5$30.5$19.9
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.7$51.7$34.9$50.2$15.3
2018Detailed filing. Detailed filing data is available for this year.$67.0$67.0$52.9$40.6$12.3
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.6$54.6$28.9$38.7$9.78
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.4$64.4$48.9$47.3$1.67
2015Detailed filing. Detailed filing data is available for this year.$62.1$62.1$46.9$39.7$7.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$100
Mission and Program Overview

Mission

Provide support for our community.

Program Services

DescriptionGrantsExpenses
The organization assisted a local hospital,a food bank, a local children's home, Meal on Wheels, and many other community organizations.-$17,485
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
June JohnsenPresident Elect-$0--
Carol CollisonSecretary-$0--
Janelle JolleyTreasurer-$0--
Pam MuickPresident-$0--
Filing and Contact Details

Filer

Filer Name
Cordelia Rotary Community Fund
EIN
27-4005301
Phone
4155058538
Address
PO Box 771, Fairfield, CA 94533

Signing Officer

Name
Janelle Jolley
Title
Treasurer
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
David Welch Certified Public Accountant
Address
717 MISSOURI ST, FAIRFIELD, CA 94533
Preparer
David L Welch
Phone
7074228540
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.14

“| Donee's Name: Assist A Grad | Donee's Address: 1111 webster St Fairfield CA 94533 | Cash Amount Given: $5485”

Other Expenses.1

“Filing Fee $25”

Raw XML Appendix138 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Janelle Jolley
IRS990EZ/BooksInCareOfDetail/PhoneNum04155058538
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 771
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fairfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0945330077
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055301
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037416
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17885
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055301
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037416
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017485
IRS990EZ/GrossReceiptsAmt0100
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055301
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037416
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055301
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037416
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0June Johnsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Carol Collison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Janelle Jolley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Pam Muick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide support for our community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization assisted a local hospital,a food bank, a local children's home, Meal on Wheels, and many other community organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017485
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017985
IRS990EZ/TotalProgramServiceExpensesAmt017485
IRS990EZ/TotalRevenueAmt0100
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CordeliaRotary.org
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021949
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0124346
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt0124346
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt029677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037860
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021949
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0124346
IRS990ScheduleA/TotalSupportAmt0124350
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Assist A Grad | Donee's Address: 1111 webster St Fairfield CA 94533 | Cash Amount Given: $5485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Filing Fee $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Janelle Jolley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cordelia Rotary Community Fund
ReturnHeader/Filer/BusinessNameControlTxt0CORD
ReturnHeader/Filer/EIN0274005301
ReturnHeader/Filer/PhoneNum04155058538
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 771
ReturnHeader/Filer/USAddress/CityNm0Fairfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094533
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203801957
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID WELCH CERTIFIED PUBLIC ACCOUNTANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0717 MISSOURI ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094533
ReturnHeader/PreparerPersonGrp/PhoneNum07074228540
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David L Welch
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-10T16:55:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.