Civic Intelligence

Freedom Rotary Foundation

990EZ • Fiscal year 2012 • EIN 77-0218526

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 13, 2012

Organization ProfileN/A
P O Box 115695019
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

44th percentile

-1.1%

Faster asset growth than 44% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$215,461

Down $2,389 (-1.1%) from 2011

Net Assets

Down

$215,461

Down $2,178 (-1.0%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Down

$32,357

Down $4,577 (-12%) from 2011

Expenses

Down

$26,082

Down $20,934 (-45%) from 2011

Net Income

Up

$6,275

Up $16,357 (+162%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$400K$300K$200K$100K$0Assets 2011: $217,850Liabilities 2011: $211Net Assets 2011: $217,6392011Assets 2012: $215,461Net Assets 2012: $215,4612012Assets 2013: $233,473Liabilities 2013: $0Net Assets 2013: $233,4732013Assets 2014: $255,511Liabilities 2014: $0Net Assets 2014: $255,5112014Assets 2015: $252,184Liabilities 2015: $0Net Assets 2015: $252,1842015Assets 2016: $271,368Liabilities 2016: $0Net Assets 2016: $271,3682016Assets 2017: $308,206Liabilities 2017: $0Net Assets 2017: $308,2062017Assets 2018: $298,394Liabilities 2018: $0Net Assets 2018: $298,3942018Assets 2019: $313,260Liabilities 2019: $0Net Assets 2019: $313,2602019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2012

Assets$215,461
Liabilities-
Net Assets$215,461
Open 2012 Filing

Operations Trend

Revenue Growth31st percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $36,934Expenses 2011: $47,016Net Income 2011: -$10,0822011Revenue 2012: $32,357Expenses 2012: $26,082Net Income 2012: $6,2752012Revenue 2013: $31,377Expenses 2013: $28,463Net Income 2013: $2,9142013Revenue 2014: $28,636Expenses 2014: $34,368Net Income 2014: -$5,7322014Revenue 2015: $30,093Expenses 2015: $32,567Net Income 2015: -$2,4742015Revenue 2016: $29,631Expenses 2016: $10,447Net Income 2016: $19,1842016Revenue 2017: $59,885Expenses 2017: $23,047Net Income 2017: $36,8382017Revenue 2018: $13,248Expenses 2018: $23,060Net Income 2018: -$9,8122018Revenue 2019: $18,844Expenses 2019: $3,978Net Income 2019: $14,8662019Revenue 2020: $24,801Expenses 2020: $338,061Net Income 2020: -$313,2602020

Highlighted filing

2012

Revenue$32,357
Expenses$26,082
Net Income$6,275
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 13, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Charitable community support.

Filing and Contact Details

Filer

EIN
77-0218526
Raw XML Appendix201 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0217850
IRS990EZ/CashSavingsAndInvestments/EOY0215461
IRS990EZ/ContributionsGiftsGrantsEtc02720
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear06275
IRS990EZ/FeesAndOthPymtToIndContractors0500
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome080305
IRS990EZ/GrantsAndSimilarAmountsPaid024920
IRS990EZ/GrossReceipts083051
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome026
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0217639
IRS990EZ/NetAssetsOrFundBalancesBOY0217639
IRS990EZ/NetAssetsOrFundBalances/EOY0215461
IRS990EZ/NetAssetsOrFundBalancesEOY0215461
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10118 Brewington
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11303 Peralta Way
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12P O Box 1156
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0Watsonville
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1Santa Cruz
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2Freedom
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode095076
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode195062
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode295019
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Aloke Mukherjee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Shelley Neate
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2William Barton
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherChangesInNetAssets0-8453
IRS990EZ/OtherExpensesTotal0662
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Charitable community support.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Charitable donations to various not-for-profit community groups; including assistance for at-risk teenagers, battered women, undernourished and underfed families, disabled individuals, and many others.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses024920
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses050694
IRS990EZ/SpecialEventsNetIncomeLoss029611
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY0211
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10118 Brewington
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Watsonville
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode095076
IRS990EZ/TheBooksAreInCareOf/NamePerson0Aloke Mukherjee
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08315396154
IRS990EZ/TotalAssets/BOY0217850
IRS990EZ/TotalAssets/EOY0215461
IRS990EZ/TotalExpenses026082
IRS990EZ/TotalRevenue032357
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear02720
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year07283
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years015850
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years035448
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years05733
IRS990ScheduleA/GiftsGrantsContribReceived509/Total067034
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear026
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year055
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0145
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0199
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years0677
IRS990ScheduleA/GrossInvestmentIncome509/Total01102
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear080305
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year075396
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years076441
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years045266
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years074198
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0351606
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total00
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear026
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year055
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0145
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0199
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years0677
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total01102
IRS990ScheduleA/InvestmentIncomePercentage00.00260
IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
IRS990ScheduleA/OtherIncome509/Total00
IRS990ScheduleA/Post1975UBTI/Total00
IRS990ScheduleA/PriorYearSupportPercentage00.96550
IRS990ScheduleA/PriorYrInvestIncomePercentage00.03450
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99740
IRS990ScheduleA/PublicSupportTotal5090418640
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear083025
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year082679
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years092291
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years080714
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years079931
IRS990ScheduleA/Total509/Total0418640
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear083051
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year082734
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years092436
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years080913
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years080608
IRS990ScheduleA/TotalSupportTotal/Total0419742
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total00
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents048417
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1034521
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2026223
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents016453
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal077197
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1034521
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2026223
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents016453
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents077197
IRS990ScheduleG/EventsInformation/NameOfEvent10Casino Night
IRS990ScheduleG/EventsInformation/NameOfEvent20FireworksBooth
IRS990ScheduleG/EventsInformation/NetIncomeSummary028780
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1021330
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent2017928
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents09159
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents048417
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents01
IRS990ScheduleO/GeneralExplanation/Explanation0Accounts Payable and Accrued Expenses - Beginning $211 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/GeneralExplanation/Explanation1Loss on Investments $8453
IRS990ScheduleO/GeneralExplanation/Explanation2State Filing Fee $25
IRS990ScheduleO/GeneralExplanation/Explanation3Computer Services $73
IRS990ScheduleO/GeneralExplanation/Explanation4Office Expenses $564
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 26.1001
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 20.1
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference0Total Liabilities.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Changes In Net Assets Or Fund Balances - Other Decreases.1
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.1002
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0770218526
ReturnHeader/Filer/Name/BusinessNameLine10Freedom Rotary Foundation
ReturnHeader/Filer/NameControl0FREE
ReturnHeader/Filer/Phone08316840484
ReturnHeader/Filer/USAddress/AddressLine10P O Box 1156
ReturnHeader/Filer/USAddress/City0Freedom
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095019
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-13
ReturnHeader/Officer/Name0William Barton
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Henderson and Company
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10561 Auto Center Drive
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Watsonville
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode095076
ReturnHeader/Preparer/Name0Steven D Henderson CPA
ReturnHeader/Preparer/Phone08317281434
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-13T14:19:48-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$215,461
Liabilities
-
Net assets
$215,461
Revenue
$32,357
Expenses
$26,082
Net income
$6,275
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.25$3.38$3.13
2019Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.19$0.04$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.13$0.23$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.60$0.23$0.37
2016Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.30$0.10$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.30$0.33$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.29$0.34$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.00$2.33$0.31$0.28$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$2.15$0.32$0.26$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.00$2.18$0.37$0.47$0.10