Civic Intelligence

Sebastopol Rotary Education Foundation Inc.

990 • Fiscal year 2018 • EIN 68-0238967

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 03, 2019

Organization ProfileN/A
PO Box 213Sebastopol, CA 95473

(707) 526-9621

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

57th percentile

4.1%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$905,151

Up $35,822 (+4.1%) from 2017

Net Assets

Up

$905,151

Up $35,822 (+4.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin93rd percentile

Revenue

Down

$64,674

Down $39,732 (-38%) from 2017

Expenses

Down

$28,852

Down $13,350 (-32%) from 2017

Net Income

Down

$35,822

Down $26,382 (-42%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $763,537Liabilities 2011: $0Net Assets 2011: $763,5372011Assets 2012: $749,092Liabilities 2012: $0Net Assets 2012: $749,0922012Assets 2013: $792,056Liabilities 2013: $0Net Assets 2013: $792,0562013Assets 2014: $861,468Liabilities 2014: $0Net Assets 2014: $861,4682014Assets 2015: $824,126Liabilities 2015: $0Net Assets 2015: $824,1262015Assets 2016: $807,125Liabilities 2016: $0Net Assets 2016: $807,1252016Assets 2017: $869,329Liabilities 2017: $0Net Assets 2017: $869,3292017Assets 2018: $905,151Liabilities 2018: $0Net Assets 2018: $905,1512018Assets 2019: $916,740Liabilities 2019: $4,000Net Assets 2019: $912,7402019Assets 2020: $900,966Liabilities 2020: $0Net Assets 2020: $900,9662020Assets 2021: $1,093,164Liabilities 2021: $0Net Assets 2021: $1,093,1642021Assets 2022: $964,542Liabilities 2022: $0Net Assets 2022: $964,5422022Assets 2023: $1,037,494Liabilities 2023: $0Net Assets 2023: $1,037,4942023Assets 2024: $1,124,293Liabilities 2024: $0Net Assets 2024: $1,124,2932024Assets 2025: $1,156,584Liabilities 2025: $0Net Assets 2025: $1,156,5842025

Highlighted filing

2018

Assets$905,151
Liabilities$0
Net Assets$905,151
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $130,959Expenses 2011: $13,489Net Income 2011: $117,4702011Revenue 2012: $12,129Expenses 2012: $26,574Net Income 2012: -$14,4452012Revenue 2013: $76,919Expenses 2013: $33,955Net Income 2013: $42,9642013Revenue 2014: $107,003Expenses 2014: $37,591Net Income 2014: $69,4122014Revenue 2015: $18,327Expenses 2015: $55,669Net Income 2015: -$37,3422015Revenue 2016: $21,336Expenses 2016: $38,337Net Income 2016: -$17,0012016Revenue 2017: $104,406Expenses 2017: $42,202Net Income 2017: $62,2042017Revenue 2018: $64,674Expenses 2018: $28,852Net Income 2018: $35,8222018Revenue 2019: $44,132Expenses 2019: $36,543Net Income 2019: $7,5892019Revenue 2020: $58,441Expenses 2020: $70,215Net Income 2020: -$11,7742020Revenue 2021: $227,040Expenses 2021: $34,842Net Income 2021: $192,1982021Revenue 2022: $25,417Expenses 2022: $154,039Net Income 2022: -$128,6222022Revenue 2023: $138,731Expenses 2023: $65,779Net Income 2023: $72,9522023Revenue 2024: $131,344Expenses 2024: $44,545Net Income 2024: $86,7992024Revenue 2025: $145,815Expenses 2025: $113,524Net Income 2025: $32,2912025

Highlighted filing

2018

Revenue$64,674
Expenses$28,852
Net Income$35,822
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 3, 2019
Return Version
2017v2.2
Gross Receipts
$64,674
Mission and Program Overview

Mission

Support education in Western Sonoma County

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$869,329$905,151▲ $35,822
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$869,329$905,151▲ $35,822
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$814,291$827,379▲ $13,088
Unrestricted Net Assets$55,038$77,772▲ $22,734
Total Net Assets Fund Balance$869,329$905,151▲ $35,822
Total Liabilities and Net Assets / Fund Balance$869,329$905,151▲ $35,822

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$814,291$13,088--$827,379
2016$792,256$22,035--$814,291
2015$772,410$19,846--$792,256
2014$750,985$21,425--$772,410
2013$732,487$18,498--$750,985
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Keller McDonaldPresident
Dan RasmusVice President
David StillDirector
Hal KwalwasserDirector
Jackie MoreiraDirector
John BlountDirector
Michelle KimbleDirector
Mike LongDirector
Pauline PelliniDirector
Ron PuccinelliDirector
Tim MooreDirector
Barbara BickfordSecretary
Mark McDonellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,088
Program Service Revenue
$0
Investment Income
$51,586
Other Revenue
$0
All Other Contributions
$13,088
Change in Net Assets
$35,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,347
Other Expenses$8,505
Total Fundraising Expense$1,076
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,900--$16,900
Fees for Service Investment Mgmnt Fees-$6,493-$6,493
Grants to Domestic Individuals$3,447--$3,447
Other Expenses-$936$1,076$936
Total Functional Expenses$20,347$7,429$1,076$28,852
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Club of Sebastopol FndSebastopol, CA501(c)(3)Rotary Club Community Grants$16,900
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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, Line 11B: Form 990 Review Process

“Foundation treasurer reviews Form 990 prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Foundation's governing documents and information returns are available for review by appointment.”

Filing and Contact Details

Filer

Filer Name
Sebastopol Rotary Education Foundation
EIN
68-0238967
Phone
7075269621
Address
PO Box 213, Sebastopol, CA 95473

Signing Officer

Name
Mark McDonell
Title
Treasurer
Signed
2019-01-03
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Mark R McDonell CPA
Address
511 Humboldt Street, Santa Rosa, CA 95404
Preparer
Mark McDonell CPA
Phone
7075269621
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0814291
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0827379
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt022035
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt035791
IRS990/PYInvestmentIncomeAmt082371
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt06411
IRS990/PYRevenuesLessExpensesAmt062204
IRS990/PYTotalExpensesAmt042202
IRS990/PYTotalRevenueAmt0104406
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt035822
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018498
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt094892
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022897
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019614
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt066822
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt018077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt050916
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0178326
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34730
IRS990ScheduleA/PublicSupportPY170Pct00.35880
IRS990ScheduleA/PublicSupportTotal170Amt094892
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt022035
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018498
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt094892
IRS990ScheduleA/TotalSupportAmt0273218
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0814291
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt013088
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0827379
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0792256
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt022035
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0814291
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0772410
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt019846
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0792256
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0750985
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt021425
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0772410
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0732487
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt018498
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0750985
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt016900
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Rotary Club Community Grants
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Rotary Club of Sebastopol Fnd
IRS990ScheduleI/RecipientTable/RecipientEIN0474312102
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 213
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Sebastopol
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095473
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Sebastopol Rotary Education Foundation inspects the programs it gives grants to.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Foundation treasurer reviews Form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Foundation's governing documents and information returns are available for review by appointment.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Rotary Club of Sebastopol Foundation Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Community Service
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Charitable
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 213
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Sebastopol
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095473
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$905,151
Liabilities
$0
Net assets
$905,151
Revenue
$64,674
Expenses
$28,852
Net income
$35,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.15$0.11$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.13$0.04$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.14$0.07$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.15$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.23$0.03$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.06$0.07$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.91$0.04$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.03$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.10$0.04$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.02$0.04$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.02$0.06$0.04
2014Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.11$0.04$0.07
2013Summary only. Only limited summary data is available for this year.$0.79$0.00$0.79$0.08$0.03$0.04
2012Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$0.01$0.03$0.01
2011Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.13$0.01$0.12