Civic Intelligence

Buellton Rotary Club Foundation

EIN 27-4743534 • 501(c)3 • Buellton, CA

Profile

To raise and distribute funds to less fortunate individuals as well as other charitable organizations.

46 Freedom PlaceBuellton, CA 93427

n/A

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

27th percentile

-15%

Higher net margin than 27% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

30th percentile

-24%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

107%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$20,019

Up $3,587 (+22%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$20,019

Up $3,587 (+22%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Up

$41,920

Up $24,352 (+139%) from 2022

Expenses

Up

$48,072

Up $35,591 (+285%) from 2022

Net Income

Down

-$6,152

Down $11,239 (-221%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$30K$20K$10K$0Assets 2014: $11,918Net Assets 2014: $11,9182014Assets 2015: $6,438Net Assets 2015: $6,4382015Assets 2016: $5,334Net Assets 2016: $5,3342016Assets 2017: $5,775Net Assets 2017: $5,7752017Assets 2018: $13,199Net Assets 2018: $13,1992018Assets 2019: $19,619Net Assets 2019: $19,6192019Assets 2020: $12,958Net Assets 2020: $12,9582020Assets 2021: $11,345Net Assets 2021: $11,3452021Assets 2022: $16,432Net Assets 2022: $16,4322022Assets 2025: $20,019Net Assets 2025: $20,0192025

Highlighted filing

2025

Assets$20,019
Liabilities-
Net Assets$20,019
Open 2025 Filing

Operations Trend

Revenue Growth92nd percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $9,676Expenses 2014: $5,075Net Income 2014: $4,6012014Revenue 2015: $0Expenses 2015: $5,480Net Income 2015: -$5,4802015Revenue 2016: $1,006Expenses 2016: $2,110Net Income 2016: -$1,1042016Revenue 2017: $5,451Expenses 2017: $5,010Net Income 2017: $4412017Revenue 2018: $9,569Expenses 2018: $2,145Net Income 2018: $7,4242018Revenue 2019: $12,987Expenses 2019: $6,567Net Income 2019: $6,4202019Revenue 2020: $13,722Expenses 2020: $20,383Net Income 2020: -$6,6612020Revenue 2021: $0Expenses 2021: $1,613Net Income 2021: -$1,6132021Revenue 2022: $17,568Expenses 2022: $12,481Net Income 2022: $5,0872022Revenue 2025: $41,920Expenses 2025: $48,072Net Income 2025: -$6,1522025

Highlighted filing

2025

Revenue$41,920
Expenses$48,072
Net Income-$6,152
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$20,019
Liabilities
-
Net assets
$20,019
Revenue
$41,920
Expenses
$48,072
Net income
-$6,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.0$20.0$41.9$48.1$6.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$16.4$17.6$12.5$5.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$11.3$0.00$1.61$1.61
2020Detailed filing. Detailed filing data is available for this year.$13.0$13.0$13.7$20.4$6.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$19.6$13.0$6.57$6.42
2018Detailed filing. Detailed filing data is available for this year.$13.2$13.2$9.57$2.15$7.42
2017Detailed filing. Detailed filing data is available for this year.$5.78$5.78$5.45$5.01$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$5.33$1.01$2.11$1.10
2015Detailed filing. Detailed filing data is available for this year.$6.44$6.44$0.00$5.48$5.48
2014Detailed filing. Detailed filing data is available for this year.$11.9$11.9$9.68$5.08$4.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 26, 2025
Return Version
2024v5.2
Gross Receipts
$46,260
Mission and Program Overview

Mission

To raise and distribute funds to less fortunate individuals as well as other charitable organizations.

Program Services

DescriptionGrantsExpenses
GAVE SCHOLARSHIPS AND GRANTS TO LOCAL STUDENTS AND CHARITABLE ORGANIZATIONS.-$31,555
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN VREELANDPresident-$0--
NICHOLAS VAILVice President-$0--
LYNN ROBINSONSecretary-$0--
KATHY VREELANDTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$24,260$24,260-$24,260
Total Events$24,260$24,260$4,340$19,920
Filing and Contact Details

Filer

Filer Name
Buellton Rotary Club Foundation
EIN
27-4743534
Address
46 FREEDOM PLACE, BUELLTON, CA 93427

Signing Officer

Name
Kathy Vreeland
Title
Treasurer
Signed
2025-12-26
Discuss with paid preparer
Yes

Preparer

Firm
Sherry Thore CPA
Address
45 Floral Way, Sagle, ID 83860
Preparer
Sherry Thore CPA
Phone
8053504181
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.7

“| Donee's Name: SYV UHS STUDENTS | Donee's Address: 2975 MISSION DRIVE SOLVANG CA 93463 | Cash Amount Given: $29000”

Grants and Similar Amounts Paid In Excess of $5,000.10

“Class of Activity: COMMUNITY SERVICE | Donee's Name: SYV COMMUNITY OUTREACH | Donee's Address: 56 WEST HWY 246 BUELLTON CA 93427 | Relationship of Donee: NONE | Cash Amount Given: $5555”

Other Expenses.1

“BREAKFAST FOR GUEST $430”

Raw XML Appendix148 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/PersonNm0KATHY VREELAND
IRS990EZ/BooksInCareOfDetail/PhoneNum08056887829
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0597 AVENUE OF THE FLAGS STE 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BUELLTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093427
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026171
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020019
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6152
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026171
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020019
IRS990EZ/FundraisingGrossIncomeAmt024260
IRS990EZ/GrantsAndSimilarAmountsPaidAmt045055
IRS990EZ/GrossReceiptsAmt046260
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026171
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020019
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026171
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020019
IRS990EZ/OccupancyRentUtltsAndMaintAmt02112
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/PersonNm0DAN VREELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICHOLAS VAIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LYNN ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHY VREELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0430
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE AND DISTRIBUTE FUNDS TO LESS FORTUNATE INDIVIDUALS AS WELL AS OTHER CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GAVE SCHOLARSHIPS AND GRANTS TO LOCAL STUDENTS AND CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031555
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04340
IRS990EZ/SpecialEventsNetIncomeLossAmt019920
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt048072
IRS990EZ/TotalProgramServiceExpensesAmt031555
IRS990EZ/TotalRevenueAmt041920
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt026000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/Total509Grp/TotalAmt026000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt026000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04340
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024260
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019920
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04340
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: SYV UHS STUDENTS | Donee's Address: 2975 MISSION DRIVE SOLVANG CA 93463 | Cash Amount Given: $29000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: COMMUNITY SERVICE | Donee's Name: SYV COMMUNITY OUTREACH | Donee's Address: 56 WEST HWY 246 BUELLTON CA 93427 | Relationship of Donee: NONE | Cash Amount Given: $5555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BREAKFAST FOR GUEST $430
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY VREELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUELLTON ROTARY CLUB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BUEL
ReturnHeader/Filer/EIN0274743534
ReturnHeader/Filer/USAddress/AddressLine1Txt046 FREEDOM PLACE
ReturnHeader/Filer/USAddress/CityNm0BUELLTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093427
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200538463
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sherry Thore CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 Floral Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sagle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083860
ReturnHeader/PreparerPersonGrp/PhoneNum08053504181
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Thore CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-26T09:15:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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