Civic Intelligence

Vacaville Rotary Foundation

990EZ • Fiscal year 2017 • EIN 68-0394120

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 01, 2018

c/o 190 S Orchard AvenueVacaville, CA 95688

(707) 455-8010

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

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

Net Margin

87th percentile

37%

Higher net margin than 87% 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

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

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

Assets

Up

$359,779

Up $44,637 (+14%) from 2016

Net Assets

Up

$357,279

Up $42,137 (+13%) from 2016

Liabilities

$2,500

No earlier filing loaded for comparison.

Revenue

Down

$39,460

Down $11,464 (-23%) from 2016

Expenses

Down

$24,975

Down $11,973 (-32%) from 2016

Net Income

Up

$14,485

Up $509 (+3.6%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $193,796Liabilities 2012: $16,0002012Assets 2013: $206,899Liabilities 2013: $12,2502013Assets 2014: $343,055Liabilities 2014: $1,5002014Assets 2015: $332,130Net Assets 2015: $332,1302015Assets 2016: $315,142Net Assets 2016: $315,1422016Assets 2017: $359,779Liabilities 2017: $2,500Net Assets 2017: $357,2792017Assets 2018: $366,058Net Assets 2018: $366,0582018Assets 2019: $395,749Liabilities 2019: $1,500Net Assets 2019: $394,2492019Assets 2020: $351,535Net Assets 2020: $351,5352020Assets 2021: $410,481Net Assets 2021: $410,4812021Assets 2022: $392,463Net Assets 2022: $392,4632022Assets 2023: $404,753Net Assets 2023: $404,7532023Assets 2024: $418,719Net Assets 2024: $418,7192024

Highlighted filing

2017

Assets$359,779
Liabilities$2,500
Net Assets$357,279

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $9,692Expenses 2012: $10,478Net Income 2012: -$7862012Revenue 2013: $27,328Expenses 2013: $9,370Net Income 2013: $17,9582013Revenue 2014: $143,472Expenses 2014: $15,598Net Income 2014: $127,8742014Revenue 2015: $36,794Expenses 2015: $31,931Net Income 2015: $4,8632015Revenue 2016: $50,924Expenses 2016: $36,948Net Income 2016: $13,9762016Revenue 2017: $39,460Expenses 2017: $24,975Net Income 2017: $14,4852017Revenue 2018: $55,860Expenses 2018: $41,691Net Income 2018: $14,1692018Revenue 2019: $58,935Expenses 2019: $28,895Net Income 2019: $30,0402019Revenue 2020: $51,376Expenses 2020: $55,997Net Income 2020: -$4,6212020Revenue 2021: $57,386Expenses 2021: $69,673Net Income 2021: -$12,2872021Revenue 2022: $63,211Expenses 2022: $41,417Net Income 2022: $21,7942022Revenue 2023: $50,991Expenses 2023: $38,701Net Income 2023: $12,2902023Revenue 2024: $57,914Expenses 2024: $53,676Net Income 2024: $4,2382024

Highlighted filing

2017

Revenue$39,460
Expenses$24,975
Net Income$14,485
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 1, 2018
Return Version
2016v3.0
Gross Receipts
$44,318
Mission and Program Overview

Mission

Providing Scholarships & Other Educational Support

Program Services

DescriptionGrantsExpenses
Merit Scholarships - The program awards additional scholarships based upon merit.$660$22,750
Mentoring Scholarship Program-students with little family support and encouragement are chosen when they are sophomores. If the student graduates and starts college they receive the scholarships. To assist them in high school we occasionally pay for tutoring and school supplies. Additionally we provide merit scholarships to selected graduating seniors from the local high schools.-$1,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julia ChandlerTrustee-$0--
James HaskellTrustee-$0--
Shawn PaschalTrustee-$0--
Scott ReynoldsTrustee-$0--
Katheryn TubertyTrustee-$0--
Sherri McBrideChair Person-$0--
Filing and Contact Details

Filer

Filer Name
Vacaville Rotary Endowment
EIN
68-0394120
Phone
7074558010
Address
c/o 190 S Orchard Avenue, Vacaville, CA 95688

Signing Officer

Name
Sherri McBride
Title
Chairman
Signed
2018-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Suihkonen CPAs & Consultants
Address
190 South Orchard B123, Vacaville, CA 95688
Preparer
Andrew T Suihkonen
Phone
7074558010
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - Part IIIStatement of Program Service AccomplishmentsThe Vacaville Rotary Endowment was organized in 1997. One purpose of the endowment is to provide support to certain students, who (without additional support) may not graduate from high school. The students are selected when they are sophomores. They agree to continue in school and if they graduate from high school the endowment will provide them with two one-year $1,500 scholarships at the local community college or a similar institution/trade school. For students wishing to continue with their education we can extend the scholarships by two additional years. We occasionally assist the high school students by paying for bus passes, exam entrance fees, school supplies, etc.A secondary program provide merit based scholarships to other exceptional students. All recipients of these scholarships attend school in Vacaville, California.

Other Revenue.1

Amazon Smile Receipts $5

Grants and Similar Amounts Paid In Excess of $5,000.17

Class of Activity: Youth-Scholarships | Donee's Name: Graduating Seniors | Donee's Address: Vaca High/Will C Wood High Vacaville CA 95688 | Relationship of Donee: None | Cash Amount Given: $24250

Other Expenses.1

Student Expenses $604

Other Expenses.2

Foreign Tax Expense $56

Other Expenses.3

Filing Fees $45

Other Expenses.4

Investment & Bank Fees $18

Other Expenses.5

Dollar Rounding $2

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $2500

Raw XML Appendix171 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - Part IIIStatement of Program Service AccomplishmentsThe Vacaville Rotary Endowment was organized in 1997. One purpose of the endowment is to provide support to certain students, who (without additional support) may not graduate from high school. The students are selected when they are sophomores. They agree to continue in school and if they graduate from high school the endowment will provide them with two one-year $1,500 scholarships at the local community college or a similar institution/trade school. For students wishing to continue with their education we can extend the scholarships by two additional years. We occasionally assist the high school students by paying for bus passes, exam entrance fees, school supplies, etc.A secondary program provide merit based scholarships to other exceptional students. All recipients of these scholarships attend school in Vacaville, California.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Amazon Smile Receipts $5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: Youth-Scholarships | Donee's Name: Graduating Seniors | Donee's Address: Vaca High/Will C Wood High Vacaville CA 95688 | Relationship of Donee: None | Cash Amount Given: $24250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Student Expenses $604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Foreign Tax Expense $56
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Filing Fees $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Investment & Bank Fees $18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Dollar Rounding $2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sherri McBride
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Vacaville Rotary Endowment
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ReturnHeader/Filer/EIN0680394120
ReturnHeader/Filer/PhoneNum07074558010
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095688
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0190 South Orchard B123
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vacaville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095688
ReturnHeader/PreparerPersonGrp/PhoneNum07074558010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew T Suihkonen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-01T09:06:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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