Civic Intelligence

Windsor Rotary Community Foundation

990 • Fiscal year 2018 • EIN 68-0185065

Jan 01, 2018 to Dec 31, 2018 • Filed on Jan 18, 2020

414 Aviation BoulevardSanta Rosa, CA 95403-1069

(707) 836-0100

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

5th percentile

-94%

Higher net margin than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

13th percentile

-36%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$410,306

Down $229,460 (-36%) from 2017

Net Assets

Down

$410,306

Down $229,460 (-36%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$244,777

Down $196,012 (-44%) from 2017

Expenses

Up

$474,237

Up $443,341 (+1435%) from 2017

Net Income

Down

-$229,460

Down $639,353 (-156%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $148,862Liabilities 2010: $0Net Assets 2010: $148,8622010Assets 2011: $171,201Liabilities 2011: $0Net Assets 2011: $171,2012011Assets 2012: $181,846Liabilities 2012: $02012Assets 2013: $194,020Liabilities 2013: $0Net Assets 2013: $194,0202013Assets 2014: $211,979Liabilities 2014: $0Net Assets 2014: $211,9792014Assets 2015: $227,462Liabilities 2015: $0Net Assets 2015: $227,4622015Assets 2016: $229,873Liabilities 2016: $0Net Assets 2016: $229,8732016Assets 2017: $639,766Liabilities 2017: $0Net Assets 2017: $639,7662017Assets 2018: $410,306Liabilities 2018: $0Net Assets 2018: $410,3062018Assets 2019: $602,258Liabilities 2019: $0Net Assets 2019: $602,2582019Assets 2020: $539,440Liabilities 2020: $0Net Assets 2020: $539,4402020Assets 2021: $682,967Liabilities 2021: $0Net Assets 2021: $682,9672021Assets 2022: $1,676,624Liabilities 2022: $0Net Assets 2022: $1,676,6242022Assets 2023: $1,719,307Liabilities 2023: $0Net Assets 2023: $1,719,3072023Assets 2024: $1,867,387Liabilities 2024: $0Net Assets 2024: $1,867,3872024

Highlighted filing

2018

Assets$410,306
Liabilities$0
Net Assets$410,306

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $40,310Expenses 2010: $35,167Net Income 2010: $5,1432010Revenue 2011: $43,559Expenses 2011: $21,220Net Income 2011: $22,3392011Revenue 2012: $42,670Expenses 2012: $32,025Net Income 2012: $10,6452012Revenue 2013: $52,328Expenses 2013: $40,154Net Income 2013: $12,1742013Revenue 2014: $61,231Expenses 2014: $43,272Net Income 2014: $17,9592014Revenue 2015: $83,781Expenses 2015: $68,298Net Income 2015: $15,4832015Revenue 2016: $41,772Expenses 2016: $39,361Net Income 2016: $2,4112016Revenue 2017: $440,789Expenses 2017: $30,896Net Income 2017: $409,8932017Revenue 2018: $244,777Expenses 2018: $474,237Net Income 2018: -$229,4602018Revenue 2019: $247,248Expenses 2019: $55,296Net Income 2019: $191,9522019Revenue 2020: $74,960Expenses 2020: $137,778Net Income 2020: -$62,8182020Revenue 2021: $201,666Expenses 2021: $58,139Net Income 2021: $143,5272021Revenue 2022: $1,099,304Expenses 2022: $105,647Net Income 2022: $993,6572022Revenue 2023: $95,093Expenses 2023: $52,410Net Income 2023: $42,6832023Revenue 2024: $246,913Expenses 2024: $98,833Net Income 2024: $148,0802024

Highlighted filing

2018

Revenue$244,777
Expenses$474,237
Net Income-$229,460
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jan 18, 2020
Return Version
2018v3.1
Gross Receipts
$301,079
Mission and Program Overview

Mission

To further the goals and objectives of rotary international within the local windsor community.

To further the goals and objectives of rotary international, an organization dedicated to the cause of building international goodwill and improving the quality of life for mankind throughout the world. Our organization is dedicated to improving the quality of life in our local community as well as supporting the causes of rotary international.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$639,766$410,306▼ $229,460
Cash and Non-Interest-Bearing Accounts$382,341$123,466▼ $258,875
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$639,766$410,306▼ $229,460
Other Assets Total$257,425$286,840▲ $29,415
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$639,766$410,306▼ $229,460
Total Liabilities and Net Assets / Fund Balance$639,766$410,306▼ $229,460

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$286,840--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$340,088$7,328▼ $15,444-$321,972
2017$300,153$1,973▲ $37,962-$340,088
2016$254,249$3,324▲ $42,580-$300,153
2015$256,738$4,924▼ $7,413-$254,249
2014$229,171$6,781▲ $20,786-$256,738
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sandie KrutzPresident
Maureen MerrillVice President
Carl WiuffDirector
Steve KlickDirector
Leah HansenSecretary
C Edward TurnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$182,334
Program Service Revenue
$0
Investment Income
$31,701
Other Revenue
$30,742
All Other Contributions
$9,719
Change in Net Assets
$-229,460
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$473,350
Other Expenses$887
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$473,350--$473,350
Office Expenses-$432-$432
Fees for Services Accounting-$335-$335
Other Expenses-$120-$120
Total Functional Expenses$473,350$887$0$474,237
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of WindsorWindsor, CA-The Windsor Rotary Community Foundation Sponsored the Weekly Summer Family Movie Night Program on the Windsor Town Green.$12,000
Windsor Parks and Recreation DepartmentWindsor, CA-THE WINDSOR ROTARY COMMUNITY FOUNDATION HELPED FUND THE WINDSOR TOWN GREEN CHILDREN'S PLAY STRUCTURE.$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$80,319
Fundraising Direct Expenses$49,577
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lobster Feed$109,825$61,629$18,401$43,228
Rise Up Event$143,109$18,690$5,222$13,468
Total Events$252,934$80,319$49,577$30,742
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is prepared by the treasurer of the windsor rotary community foundation from the books and records maintained by the organization. All program service expenditures are approved by the board prior to disbursement, and all checks require two signatures to clear our bank. The organization's governing body receives financial reports for review at the monthly board meetings. Since this organization has adequate procedures regarding the disbursement of funds, a review of form 990 prior to filing was not considered necessary.

Form 990, Part VI, Section C, Line 19

The windsor rotary community foundation provides copies of financial records, financial reports, or form 990 to any individual or organization that submits a written request. This information is available to any person or organization that participates in the charitable activities of this organization or has expressed an interest in making a donation to the windsor rotary community foundation.

Filing and Contact Details

Filer

Filer Name
Windsor Rotary Community Foundation
EIN
68-0185065
Phone
7078360100
Address
414 AVIATION BOULEVARD, SANTA ROSA, CA 95403-1069

Signing Officer

Name
C Edward Turner
Title
Treasurer
Phone
7075785344
Signed
2020-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
C Edward Turner
Formed
1989
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
C Edward Turner CPA
Address
9970 TROON COURT, WINDSOR, CA 95492
Preparer
C Edward Turner
Phone
7075785344
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The endowment fund income is intended to be used to fund college scholarships and other worthwhile community based programs and services identified by the board of directors of the windsor rotary community foundation.

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IRS990/ProgSrvcAccomActy2Grp/Desc0CONTRIBUTED $101,246 TO THE UNDOCUFUND FOR FIRE RELIEF IN SONOMA COUNTY ADMINISTERED BY GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES TO ASSIST THIS ORGANIZATION WITH FIRE RELIEF ASSISTANCE TO FAMILIES DISPLACED BY THE CATASTROPHIC DESTRUCTION OF 4,658 HOMES IN SONOMA COUNTY, CA FROM THE TUBBS WILDFIRE IN OCTOBER 2017.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0CONTRIBUTED $76,246 TO BURBANK HOUSING TO ASSIST THIS ORGANIZATION, THROUGH THEIR HOMES FOR SONOMA PROGRAM, TO PROVIDE IMMEDIATE AFFORDABLE HOUSING OPTIONS FOR FAMILIES DISPLACED BY THE CATASTROPHIC DESTRUCTION OF 4,658 HOMES IN SONOMA COUNTY, CA FROM THE TUBBS WILDFIRE IN OCTOBER 2017.CONTRIBUTED $18,600 TO THE ACTIVE 20-30 CLUB HEALDSBURG TO SUPPORT THEIR ANNUAL CHILDREN'S BACK TO SCHOOL SHOPPING EVENT. THIS EVENT IS CO-SPONSORED WITH THE ACTIVE 20-30 CLUB SANTA ROSA TO PROVIDE BACKPACKS, SCHOOL SUPPLIES, AND CLOTHING TO ECONOMICALLY DISADVANTAGED CHILDREN THAT ARE STARTING THE SCHOOL YEAR WITHOUT BASIC SCHOOL NECESSITIES. THE GOAL OF THIS PROGRAM IS TO HELP THESE CHILDREN OVERCOME THE HARDSHIP OF STARTING SCHOOL WITHOUT PROPER SCHOOL SUPPLIES, AND TO BOOST THEIR SELF ESTEEM WITH SOME NEW CLOTHING IN AN EFFORT TO ELIMINATE AT LEAST ONE OF MANY POSSIBLE BARRIERS THAT BLOCK THEIR PATH TO EDUCATIONAL SUCCESS. WINDSOR HIGH SCHOOL SCHOLARSHIP PROGRAM, WINDSOR, CA. CASH SCHOLARSHIPS TOTALING $16,650 WERE AWARDED TO COLLEGES AND UNIVERSITIES FOR THE BENEFIT OF SEVENTEEN OUTSTANDING HIGH SCHOOL GRADUATING SENIORS ATTENDING COLLEGE IN THE ACADEMIC YEAR 2018/19.TOWN OF WINDSOR 2018 SUMMER MOVIE SERIES. CONTRIBUTED $12,000 TO UNDERWRITE THE COST OF THE WEEKLY FAMILY-ORIENTED SUMMER MOVIE PROGRAM HOSTED BY THE TOWN OF WINDSOR, HELD ON THE WINDSOR TOWN GREEN IN WINDSOR, CA.ANOVA CENTER FOR EDUCATION. CONTRIBUTED $7,000 TO ASSIST THE ANOVA CENTER FOR EDUCATION WITH THE REBUILD OF THEIR CLASSROOM FACILITIES FOLLOWING THE CATASTROPHIC LOSS OF THEIR CAMPUS FROM THE TUBBS WILDFIRE IN OCTOBER 2017. THE ANOVA CENTER FOR EDUCATION IS A TRUSTED LEADER IN NORTHERN CALIFORNIA FOR PROVIDING THE HIGHEST QUALITY EDUCATIONAL AND THERAPY SERVICES FOR CHILDREN AND TEENS WITH AUTISM SPECTRUM DISORDERS, LEARNING DISABILITIES, EMOTIONAL DISTURBANCE, AND OTHER NEURODEVELOPMENTAL IMPAIRMENTS. WINDSOR PARKS AND RECREATION DEPARTMENT. CONTRIBUTED $5,000 TO COMPLETE THE FINAL PHASE OF THE WINDSOR TOWN GREEN CHILDREN'S PLAY STRUCTURE LOCATED IN WINDSOR, CA.PROJECT GRADUATION. CONTRIBUTED $4,000 TO UNDERWRITE THE COST OF PROVIDING A FUN AND SAFE CELEBRATION ENVIRONMENT FOR THE 2018 SENIOR CLASS FOLLOWING THEIR FORMAL GRADUATION CEREMONY AT WINDSOR HIGH SCHOOL.ROTARY RUG READER PROGRAM. CONTRIBUTED $2,762 TO UNDERWRITE THE COST TO PROVIDE BOOKS AND SUPPLIES TO CREATE A READING PROGRAM FOR THE FIRST GRADERS AT CALI CALMECAC LANGUAGE ACADEMY LOCATED IN WINDSOR, CA. WINDSOR ROTARIANS VOLUNTEERED ON A WEEKLY BASIS TO READ TO SMALL GROUPS OF FIRST GRADE STUDENTS ATTENDING CALI CALMECAC LANGUAGE ACADEMY TO REINFORCE THEIR READING AND COMPREHENSION SKILLS.ROTARY YOUTH LEADERSHIP AWARD. CONTRIBUTED $2,342 TO SPONSOR THREE WINDSOR HIGH SCHOOL STUDENTS SELECTED BY THE FACULTY AT WINDSOR HIGH SCHOOL TO ATTEND THE ROTARY DISTRICT 5130 ROTARY YOUTH LEADERSHIP TRAINING CAMP HELD IN SONOMA COUNTY, CA. ROTARY DISTRICT 5130 YOUTH EXCHANGE PROGRAM - $2,632. SPONSORED TWO EXCHANGE STUDENTS IN 2018; BOTH EXCHANGE STUDENTS ATTENDED OUR LOCAL WINDSOR HIGH SCHOOL IN 2018. THIS PROGRAM HELPS TO BUILD GOODWILL AND UNDERSTANDING WORLDWIDE BY GIVING WINDSOR HIGH SCHOOL STUDENTS AN OPPORTUNITY TO ENGAGE WITH HIGH SCHOOL STUDENTS FROM OTHER COUNTRIES.THE WINDSOR ROTARY COMMUNITY FOUNDATION IS DEDICATED TO YOUTH-ORIENTED PROGRAMS AND OTHER COMMUNITY SERVICE AND HUMANITARIAN CAUSES WITHIN OUR COMMUNITY. THE TOTAL AMOUNT OF OTHER CASH CONTRIBUTIONS TO WORTHY PROJECTS IN OUR COMMUNITY WAS $7,380.
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IRS990/PYContributionsGrantsAmt0387620
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt029665
IRS990/PYInvestmentIncomeAmt027165
IRS990/PYOtherExpensesAmt01231
IRS990/PYOtherRevenueAmt026004
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0409893
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt030896
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0440789
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-229460
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0639766
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0410306
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0182334
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0387620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031136
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024499
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0658731
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt028426
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt027165
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017459
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013294
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010771
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt097115
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt080319
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0143520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt061813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt098903
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063310
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0447865
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt028426
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt027165
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017459
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013294
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010771
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt097115
IRS990ScheduleA/InvestmentIncomeCYPct00.08070
IRS990ScheduleA/InvestmentIncomePYPct00.07220
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91930
IRS990ScheduleA/PublicSupportPY509Pct00.92780
IRS990ScheduleA/PublicSupportTotal509Amt01106596
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0262653
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0531140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt092949
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0132045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087809
IRS990ScheduleA/Total509Grp/TotalAmt01106596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0291079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0558305
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0110408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0145339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt098580
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01203711
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0340088
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt07328
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0321972
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt010000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-15444
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0300153
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01973
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0340088
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt037962
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0254249
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03324
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0300153
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt042580
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0256738
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt04924
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0254249
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7413
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0229171
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt06781
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0256738
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020786
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0286840
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ENDOWMENT FUND
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND INCOME IS INTENDED TO BE USED TO FUND COLLEGE SCHOLARSHIPS AND OTHER WORTHWHILE COMMUNITY BASED PROGRAMS AND SERVICES IDENTIFIED BY THE BOARD OF DIRECTORS OF THE WINDSOR ROTARY COMMUNITY FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0286840
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0172615
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt048196
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0124419
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt049577
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0425
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0425
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LOBSTER FEED
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RISE UP EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt021539
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt021539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0109825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0143109
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0252934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt061629
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018690
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt080319
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030742
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023623
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018401
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05222
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03990
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03990
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt012000
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0THE WINDSOR ROTARY COMMUNITY FOUNDATION SPONSORED THE WEEKLY SUMMER FAMILY MOVIE NIGHT PROGRAM ON THE WINDSOR TOWN GREEN.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1THE WINDSOR ROTARY COMMUNITY FOUNDATION HELPED FUND THE WINDSOR TOWN GREEN CHILDREN'S PLAY STRUCTURE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TOWN OF WINDSOR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1WINDSOR PARKS AND RECREATION DEPARTMENT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09291 OLD REDWOOD HIGHWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt19291 OLD REDWOOD HIGHWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WINDSOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WINDSOR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095492
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195492
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE WINDSOR ROTARY COMMUNITY FOUNDATION HAS A STANDING SELECTION COMMITTEE THAT SOLICITS MAJOR PROJECT GRANT REQUESTS FROM OUR LOCAL COMMUNITY. ALL MAJOR PROJECT GRANT REQUESTS MUST MEET SPECIFIC SELECTION CRITERIA TO FUND A NEED THAT IS NOT FUNDED BY OTHER PROGRAMS AND IS DESIGNED TO SERVE OUR LOCAL WINDSOR COMMUNITY. ALL MAJOR PROJECT GRANT REQUESTS ARE RANKED BY THE COMMITTEE IN ORDER OF PRIORITY AND PRESENTED TO OUR GENERAL MEMBERSHIP FOR FINAL APPROVAL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY THE TREASURER OF THE WINDSOR ROTARY COMMUNITY FOUNDATION FROM THE BOOKS AND RECORDS MAINTAINED BY THE ORGANIZATION. ALL PROGRAM SERVICE EXPENDITURES ARE APPROVED BY THE BOARD PRIOR TO DISBURSEMENT, AND ALL CHECKS REQUIRE TWO SIGNATURES TO CLEAR OUR BANK. THE ORGANIZATION'S GOVERNING BODY RECEIVES FINANCIAL REPORTS FOR REVIEW AT THE MONTHLY BOARD MEETINGS. SINCE THIS ORGANIZATION HAS ADEQUATE PROCEDURES REGARDING THE DISBURSEMENT OF FUNDS, A REVIEW OF FORM 990 PRIOR TO FILING WAS NOT CONSIDERED NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE WINDSOR ROTARY COMMUNITY FOUNDATION PROVIDES COPIES OF FINANCIAL RECORDS, FINANCIAL REPORTS, OR FORM 990 TO ANY INDIVIDUAL OR ORGANIZATION THAT SUBMITS A WRITTEN REQUEST. THIS INFORMATION IS AVAILABLE TO ANY PERSON OR ORGANIZATION THAT PARTICIPATES IN THE CHARITABLE ACTIVITIES OF THIS ORGANIZATION OR HAS EXPRESSED AN INTEREST IN MAKING A DONATION TO THE WINDSOR ROTARY COMMUNITY FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY CLUB OF WINDSOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0680141796
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE HUMANITARIAN SERVICE AND BUILD GOODWILL THROUGHOUT THE WORLD.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0414 AVIATION BOULEVARD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA ROSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095403
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0639766
IRS990/TotalAssetsEOYAmt0410306
IRS990/TotalAssetsGrp/BOYAmt0639766
IRS990/TotalAssetsGrp/EOYAmt0410306
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0182334
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0887
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0473350
IRS990/TotalFunctionalExpensesGrp/TotalAmt0474237
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0639766

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.87$0.25$0.10$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.10$0.05$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$1.10$0.11$0.99
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.20$0.06$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.07$0.14$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.25$0.06$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.24$0.47$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.44$0.03$0.41
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.04$0.04$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.08$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.06$0.04$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.05$0.04$0.01
2012Summary only. Only limited summary data is available for this year.$0.18$0.00$0.04$0.03$0.01
2011Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$0.04$0.02$0.02
2010Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$0.04$0.04$0.01