Civic Intelligence

The Blue Rose Foundation Inc

990EZ • Fiscal year 2017 • EIN 47-2603416

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 24, 2017

Organization Profilewww.bluerosesonoma.org
PO Box 5Glen Ellen, CA 95442

(415) 279-5753

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

89th percentile

78%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

-0.8%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$67,366

Up $29,608 (+78%) from 2016

Net Assets

Up

$67,366

Up $29,608 (+78%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Down

$66,453

Down $549 (-0.8%) from 2016

Expenses

Down

$36,845

Down $26,279 (-42%) from 2016

Net Income

Up

$29,608

Up $25,730 (+663%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$150K$100K$50K$0Assets 2015: $33,880Net Assets 2015: $33,8802015Assets 2016: $37,758Net Assets 2016: $37,7582016Assets 2017: $67,366Net Assets 2017: $67,3662017Assets 2018: $18,801Liabilities 2018: $0Net Assets 2018: $18,8012018Assets 2019: $11,505Liabilities 2019: $0Net Assets 2019: $11,5052019Assets 2020: $27,777Liabilities 2020: $0Net Assets 2020: $27,7772020Assets 2021: $29,243Liabilities 2021: $0Net Assets 2021: $29,2432021Assets 2022: $59,105Liabilities 2022: $390Net Assets 2022: $58,7152022Assets 2023: $137,457Liabilities 2023: $0Net Assets 2023: $137,4572023Assets 2024: $118,845Liabilities 2024: $0Net Assets 2024: $118,8452024Assets 2025: $117,388Liabilities 2025: $0Net Assets 2025: $117,3882025

Highlighted filing

2017

Assets$67,366
Liabilities-
Net Assets$67,366
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2015: $43,080Expenses 2015: $9,200Net Income 2015: $33,8802015Revenue 2016: $67,002Expenses 2016: $63,124Net Income 2016: $3,8782016Revenue 2017: $66,453Expenses 2017: $36,845Net Income 2017: $29,6082017Revenue 2018: $57,957Expenses 2018: $106,522Net Income 2018: -$48,5652018Revenue 2019: $3,633Expenses 2019: $10,929Net Income 2019: -$7,2962019Revenue 2020: $79,713Expenses 2020: $63,441Net Income 2020: $16,2722020Revenue 2021: $157,173Expenses 2021: $155,707Net Income 2021: $1,4662021Revenue 2022: $82,410Expenses 2022: $52,938Net Income 2022: $29,4722022Revenue 2023: $144,013Expenses 2023: $65,271Net Income 2023: $78,7422023Revenue 2024: $36,575Expenses 2024: $55,187Net Income 2024: -$18,6122024Revenue 2025: $66,681Expenses 2025: $68,138Net Income 2025: -$1,4572025

Highlighted filing

2017

Revenue$66,453
Expenses$36,845
Net Income$29,608
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 24, 2017
Return Version
2016v3.0
Gross Receipts
$66,453
Mission and Program Overview

Mission

To provide scholarships for under-privileged children.

To provide scholarships for under- privileged children

Program Services

DescriptionGrantsExpenses
Educational scholarships & grants provided for financially disadvanted children who would otherwise not be able to attend pre-school. Grants in this fiscal year covered 3 full scholarships.$10,000$10,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH POLETTOPresident Of The BoardPT$0--
NED HEARNDirectorPT$0--
ALAN CAPILUPIDirectorPT$0--
SARAH S POLETTOExecutive DirectorPT$0--
RICHARD GOLDSMITHDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Blue Rose Foundation Inc
EIN
47-2603416
Phone
4152795753
Address
PO Box 5, Glen Ellen, CA 95442

Signing Officer

Name
Joseph W Poletto
Title
President of the Board
Phone
4152795753
Signed
2017-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Alan a Capilupi CPA
Address
PO BOX 716, REMSENBURG, NY 11960
Preparer
Alan Capilupi
Phone
5164292923
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Educational scholarship; scholarship; reach pre-school: 11a school street, washington, ct, 06794; no”

Form 990EZ, Part I, Line 16

“Insurance 1409.”

Form 990EZ, Part I, Line 16

“Blue Rose Festival Production Expenses 25000.”

Raw XML Appendix152 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/BusinessName/BusinessNameLine1Txt0Alan Capilupi
IRS990EZ/BooksInCareOfDetail/PhoneNum05164292923
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 716
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Remsenburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011960
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037758
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067366
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt066453
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt029608
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037758
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067366
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt066453
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037758
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067366
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037758
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067366
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH POLETTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NED HEARN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALAN CAPILUPI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH S POLETTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD GOLDSMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President of the Board
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026409
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide scholarships for under- privileged children
IRS990EZ/PrintingPublicationsPostageAmt0436
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational scholarships & grants provided for financially disadvanted children who would otherwise not be able to attend pre-school. Grants in this fiscal year covered 3 full scholarships.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036845
IRS990EZ/TotalProgramServiceExpensesAmt010000
IRS990EZ/TotalRevenueAmt066453
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.bluerosesonoma.org
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041453
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt067002
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt043080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0151535
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0151535
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt041453
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt067002
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt043080
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0151535
IRS990ScheduleA/TotalSupportAmt0151535
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATIONAL SCHOLARSHIP; SCHOLARSHIP; REACH PRE-SCHOOL: 11A SCHOOL STREET, WASHINGTON, CT, 06794; NO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 1409.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Blue Rose Festival Production Expenses 25000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH W POLETTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT OF THE BOARD
ReturnHeader/BusinessOfficerGrp/PhoneNum04152795753
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Blue Rose Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0BLUE
ReturnHeader/Filer/EIN0472603416
ReturnHeader/Filer/PhoneNum04152795753
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5
ReturnHeader/Filer/USAddress/CityNm0Glen Ellen
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095442
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B2D0A09ABDD6AA03D96BA2BE13906230CA7C3AAF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B2D0A09ABDD6AA03D96BA2BE13906230CA7C3AAF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.199.196.94
ReturnHeader/FilingSecurityInformation/IPDt02017-10-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:57:12
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALAN A CAPILUPI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 716
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REMSENBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011960
ReturnHeader/PreparerPersonGrp/PhoneNum05164292923
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN CAPILUPI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-09T16:57:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,366
Liabilities
-
Net assets
$67,366
Revenue
$66,453
Expenses
$36,845
Net income
$29,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.67$0.68$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.37$0.55$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$1.44$0.65$0.79
2022Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.82$0.53$0.29
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.57$1.56$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.80$0.63$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.04$0.11$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.58$1.07$0.49
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.66$0.37$0.30
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.67$0.63$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.43$0.09$0.34