Civic Intelligence

Buellton Rotary Club Foundation

990EZ • Fiscal year 2015 • EIN 27-4743534

Jul 01, 2014 to Jun 30, 2015 • Filed on May 09, 2016

Organization ProfileN/A
PO Box 1845Buellton, CA 93427

(805) 693-7883

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

10th percentile

-46%

Faster asset growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,438

Down $5,480 (-46%) from 2014

Net Assets

Down

$6,438

Down $5,480 (-46%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $9,676 (-100%) from 2014

Expenses

Up

$5,480

Up $405 (+8.0%) from 2014

Net Income

Down

-$5,480

Down $10,081 (-219%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$6,438
Liabilities-
Net Assets$6,438
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$0
Expenses$5,480
Net Income-$5,480
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 9, 2016
Return Version
2014v6.0
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.$30$5,100
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEAN PALIUSPresident-$0--
KROS ANDRADEDirector-$0--
SONIA JIMENEZSecretary-$0--
KIM MORRISONTreasurer-$0--
BOB BLOKDYKDirector-$0--
RENE MARTINEZDirector-$0--
MIKE HENDRICKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Buellton Rotary Club Foundation
EIN
27-4743534
Phone
8056937883
Address
PO BOX 1845, BUELLTON, CA 93427

Signing Officer

Name
Kim Morrison
Title
Treasurer
Signed
2016-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Owens Jakkola & Thore Tax Professionals Inc
Address
PO BOX 397, SANTA YNEZ, CA 93460-0397
Preparer
Sherry Thore CPA
Phone
8056886317
Raw XML Appendix146 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0KIM MORRISON
IRS990EZ/BooksInCareOfDetail/PhoneNum08056935596
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0320 DOGWOOD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BUELLTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093427
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011918
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06438
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5480
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0380
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011918
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06438
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05100
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011918
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06438
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011918
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06438
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEAN PALIUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KROS ANDRADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SONIA JIMENEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BOB BLOKDYK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RENE MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE HENDRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
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/GrantsAndAllocationsAmt030
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05480
IRS990EZ/TotalProgramServiceExpensesAmt030
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011329
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/PublicSupportTotal509Amt011329
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0505
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01074
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt06100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03650
IRS990ScheduleA/Total509Grp/TotalAmt011329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01074
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03650
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011329
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM MORRISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUELLTON ROTARY CLUB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BUEL
ReturnHeader/Filer/EIN0274743534
ReturnHeader/Filer/PhoneNum08056937883
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1845
ReturnHeader/Filer/USAddress/CityNm0BUELLTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093427
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OWENS JAKKOLA & THORE TAX PROFESSIONALS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 397
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA YNEZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0934600397
ReturnHeader/PreparerPersonGrp/PhoneNum08056886317
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRY THORE CPA
ReturnHeader/ReturnTs02016-05-09T16:04:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,438
Liabilities
-
Net assets
$6,438
Revenue
$0
Expenses
$5,480
Net income
-$5,480
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