Civic Intelligence

South Ukiah Rotary Foundation

EIN 37-1787088 • 501(c)3 • Ukiah, CA

Profile

To raise funds for Rotary Club of South Ukiah community projects

PO Box 1740Ukiah, CA 95482

southukiahrotary.com

Siviq Scores

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

Liabilities / Assets

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

21st percentile

-24%

Higher net margin than 21% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

21st percentile

-40%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

28th percentile

-25%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$22,448

Down $14,838 (-40%) from 2024

Liabilities

Down

$3,500

Down $3,983 (-53%) from 2024

Net Assets

Down

$18,948

Down $10,855 (-36%) from 2024

Operations
Liabilities / Revenue80th percentileNet Margin21st percentile

Revenue

Down

$45,875

Down $14,888 (-25%) from 2024

Expenses

Down

$56,730

Down $10,247 (-15%) from 2024

Net Income

Down

-$10,855

Down $4,641 (-75%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$60K$40K$20K$0Assets 2018: $22,625Liabilities 2018: $5,9012018Assets 2019: $42,713Liabilities 2019: $4,0022019Assets 2020: $51,429Liabilities 2020: $6,4622020Assets 2021: $53,564Liabilities 2021: $2,6612021Assets 2022: $50,090Liabilities 2022: $5,502Net Assets 2022: $44,5882022Assets 2023: $46,478Liabilities 2023: $10,461Net Assets 2023: $36,0172023Assets 2024: $37,286Liabilities 2024: $7,483Net Assets 2024: $29,8032024Assets 2025: $22,448Liabilities 2025: $3,500Net Assets 2025: $18,9482025

Highlighted filing

2025

Assets$22,448
Liabilities$3,500
Net Assets$18,948
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

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

$100K$50K$0-$50KRevenue 2018: $39,713Expenses 2018: $48,577Net Income 2018: -$8,8642018Revenue 2019: $55,066Expenses 2019: $33,079Net Income 2019: $21,9872019Revenue 2020: $79,634Expenses 2020: $89,061Net Income 2020: -$9,4272020Revenue 2021: $13,957Expenses 2021: $8,175Net Income 2021: $5,7822021Revenue 2022: $28,199Expenses 2022: $34,684Net Income 2022: -$6,4852022Revenue 2023: $47,721Expenses 2023: $56,288Net Income 2023: -$8,5672023Revenue 2024: $60,763Expenses 2024: $66,977Net Income 2024: -$6,2142024Revenue 2025: $45,875Expenses 2025: $56,730Net Income 2025: -$10,8552025

Highlighted filing

2025

Revenue$45,875
Expenses$56,730
Net Income-$10,855
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$22,448
Liabilities
$3,500
Net assets
$18,948
Revenue
$45,875
Expenses
$56,730
Net income
-$10,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.4$3.50$18.9$45.9$56.7$10.9
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.3$7.48$29.8$60.8$67.0$6.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.5$10.5$36.0$47.7$56.3$8.57
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$50.1$5.50$44.6$28.2$34.7$6.49
2021Summary only. Only limited summary data is available for this year.$53.6$2.66$14.0$8.18$5.78
2020Summary only. Only limited summary data is available for this year.$51.4$6.46$79.6$89.1$9.43
2019Summary only. Only limited summary data is available for this year.$42.7$4.00$55.1$33.1$22.0
2018Summary only. Only limited summary data is available for this year.$22.6$5.90$39.7$48.6$8.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 22, 2025
Return Version
2024v5.0
Gross Receipts
$60,717
Mission and Program Overview

Mission

To raise funds for Rotary projects

To raise funds for Rotary Club of South Ukiah community projects

Program Services

DescriptionGrantsExpenses
Youth service programs: scholarships, backpack program, youth exchange program, youth leadership training$21,591$0
Community projects: supported 4 Veterans services(Canine Companions, Angel Fund, Operation Tango, VFW. Supported Boys and Girls Club, various small donations to other non-profit events (not to exceed $500)$18,092$0
Provide disaster relief funds to Southern California after January fires$9,049$0
International : Supported 3 girls at Hearthstone Village in Haiti Donated support to BlinkNow organization in Nepal$3,046$0
Zero waste program implemented at our club to eliminate single use items at club events$0$2,747
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charlie KellyPresident-$0--
Dianna TrouetteSecretary-$0--
Carolyn B WelchTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
South Ukiah Rotary Foundation
EIN
37-1787088
Phone
7075367729
Address
PO Box 1740, Ukiah, CA 95482

Signing Officer

Name
Carolyn Welch
Title
Treasurer
Phone
7075367729
Signed
2025-10-22
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part II, Line 26

“Scholarships awarded not yet paid”

Raw XML Appendix170 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Carolyn Welch
IRS990EZ/BooksInCareOfDetail/PhoneNum07075367729
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0670 Tokay Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ukiah
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095482
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035486
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022448
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt053252
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-10855
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037286
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022448
IRS990EZ/FundraisingGrossIncomeAmt07465
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt054525
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt060717
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029803
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018948
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029803
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018948
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Charlie Kelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dianna Trouette
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carolyn B Welch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01800
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To raise funds for Rotary Club of South Ukiah community projects
IRS990EZ/PrintingPublicationsPostageAmt02205
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Youth service programs: scholarships, backpack program, youth exchange program, youth leadership training
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community projects: supported 4 Veterans services(Canine Companions, Angel Fund, Operation Tango, VFW. Supported Boys and Girls Club, various small donations to other non-profit events (not to exceed $500)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide disaster relief funds to Southern California after January fires
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3International : Supported 3 girls at Hearthstone Village in Haiti Donated support to BlinkNow organization in Nepal
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Zero waste program implemented at our club to eliminate single use items at club events
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021591
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt118092
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt29049
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt33046
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt40
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt42747
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt014842
IRS990EZ/SpecialEventsNetIncomeLossAmt0-7377
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07483
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03500
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt056730
IRS990EZ/TotalProgramServiceExpensesAmt02747
IRS990EZ/TotalRevenueAmt045875
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0southukiahrotary.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08376
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt044797
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt066412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056479
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0228683
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0272495
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060717
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076312
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043142
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030006
IRS990ScheduleA/Total509Grp/TotalAmt0272495
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060717
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt076312
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt043142
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030006
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0272495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarships awarded not yet paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Carolyn Welch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07075367729
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH UKIAH ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0371787088
ReturnHeader/Filer/PhoneNum07075367729
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1740
ReturnHeader/Filer/USAddress/CityNm0Ukiah
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095482
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-10-22T18:01:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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