Civic Intelligence

Sebastopol Rotary Education Foundation Inc.

990 • Fiscal year 2019 • EIN 68-0238967

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 18, 2020

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

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.09x

Higher debt load relative to revenue than 66% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

45th percentile

1.3%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$916,740

Up $11,589 (+1.3%) from 2018

Net Assets

Up

$912,740

Up $7,589 (+0.8%) from 2018

Liabilities

Up

$4,000

Up $4,000 from 2018

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin74th percentile

Revenue

Down

$44,132

Down $20,542 (-32%) from 2018

Expenses

Up

$36,543

Up $7,691 (+27%) from 2018

Net Income

Down

$7,589

Down $28,233 (-79%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2019

Assets$916,740
Liabilities$4,000
Net Assets$912,740
Open 2019 Filing

Operations Trend

Revenue Growth10th 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

2019

Revenue$44,132
Expenses$36,543
Net Income$7,589
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 18, 2020
Return Version
2018v3.1
Gross Receipts
$44,132
Mission and Program Overview

Mission

Support education in Western Sonoma County

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$905,151$916,740▲ $11,589
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$905,151$916,740▲ $11,589
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$4,000-
Total Liabilities$0$4,000▲ $4,000
Net Assets / Fund Balance
Permanently Rstr Net Assets$827,379$842,287▲ $14,908
Unrestricted Net Assets$77,772$70,453▼ $7,319
Total Net Assets Fund Balance$905,151$912,740▲ $7,589
Total Liabilities and Net Assets / Fund Balance$905,151$916,740▲ $11,589

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$827,379$14,908--$842,287
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
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Dan RasmusPresident
Hal KwalwasserVice President
David StillDirector
Diana RichDirector
Jack BlascoDirector
John BlountDirector
Michelle KimbleDirector
Paul YeomansDirector
Pauline PelliniDirector
Ron PuccinelliDirector
Tim MooreDirector
Barbara BickfordSecretary
Mark McDonellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,908
Program Service Revenue
$0
Investment Income
$29,224
Other Revenue
$0
All Other Contributions
$14,908
Change in Net Assets
$7,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,603
Other Expenses$5,940
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$27,171--$27,171
Other Expenses-$5,940-$5,940
Grants to Domestic Individuals$3,432--$3,432
Total Functional Expenses$30,603$5,940$0$36,543
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Club of Sebastopol FndSebastopol, CA501(c)(3)Rotary Club Community Grants$16,000
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
2020-04-18
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
Raw XML AppendixShowing 400 of 480 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04000
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Support education in Western Sonoma County
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt014908
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Mark McDonell
IRS990/BooksInCareOfDetail/PhoneNum07075269621
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 213
IRS990/BooksInCareOfDetail/USAddress/CityNm0Sebastopol
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095473
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt014908
IRS990/CYGrantsAndSimilarPaidAmt030603
IRS990/CYInvestmentIncomeAmt029224
IRS990/CYOtherExpensesAmt05940
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt07589
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt036543
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt044132
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The Foundation made grants to various Western Sonoma County educational programs -- Community grants were awarded to Sebastopol/West Sonoma County educational programs that, in general, offered broad, long-term community impact and lacked alternative funding sources, and teacher of the year awards were given to recognize specific Western Sonoma County teachers.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt030603
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0John Blount
IRS990/Form990PartVIISectionAGrp/PersonNm1Hal Kwalwasser
IRS990/Form990PartVIISectionAGrp/PersonNm2Barbara Bickford
IRS990/Form990PartVIISectionAGrp/PersonNm3Pauline Pellini
IRS990/Form990PartVIISectionAGrp/PersonNm4Jack Blasco
IRS990/Form990PartVIISectionAGrp/PersonNm5Paul Yeomans
IRS990/Form990PartVIISectionAGrp/PersonNm6Diana Rich
IRS990/Form990PartVIISectionAGrp/PersonNm7David Still
IRS990/Form990PartVIISectionAGrp/PersonNm8Michelle Kimble
IRS990/Form990PartVIISectionAGrp/PersonNm9Dan Rasmus
IRS990/Form990PartVIISectionAGrp/PersonNm10Tim Moore
IRS990/Form990PartVIISectionAGrp/PersonNm11Ron Puccinelli
IRS990/Form990PartVIISectionAGrp/PersonNm12Mark McDonell
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt030603
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03432
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03432
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt027171
IRS990/GrantsToDomesticOrgsGrp/TotalAmt027171
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt044132
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt029224
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029224
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0905151
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0916740
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Support education in Western Sonoma County
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0905151
IRS990/NetAssetsOrFundBalancesEOYAmt0912740
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Administrative expenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05940
IRS990/OtherExpensesGrp/TotalAmt05940
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0827379
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0842287
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt013088
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt020347
IRS990/PYInvestmentIncomeAmt051586
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt08505
IRS990/PYRevenuesLessExpensesAmt035822
IRS990/PYTotalExpensesAmt028852
IRS990/PYTotalRevenueAmt064674
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07589
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/CurrentTaxYearAmt014908
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt091302
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022559
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022897
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019614
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt066822
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018077
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0149969
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37840
IRS990ScheduleA/PublicSupportPY170Pct00.34730
IRS990ScheduleA/PublicSupportTotal170Amt091302
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014908
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt022035
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021425
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt091302
IRS990ScheduleA/TotalSupportAmt0241271
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0827379
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt014908
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0842287
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0814291
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt013088
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0827379
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0792256
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt022035
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0814291
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0772410
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt019846
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0792256
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0750985
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt021425
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0772410
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt016000
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
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt016000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Board-approval

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$916,740
Liabilities
$4,000
Net assets
$912,740
Revenue
$44,132
Expenses
$36,543
Net income
$7,589
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
2019Detailed filing. Detailed filing data is available for this year.$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