Freedom Rotary Foundation

990EZ • Fiscal year 2013 • EIN 77-0218526

Jul 01, 2012 to Jun 30, 2013 • Filed on Sep 16, 2013

Organization Profile N/A

P O Box 1156Freedom, CA 95019

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

9.3%

Higher net margin than 63% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

8.4%

Faster asset growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-3.0%

Faster revenue growth than 42% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

$233,473

Up $18,012 (+8.4%) from 2012

Net Assets

$233,473

Up $18,012 (+8.4%) from 2012

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin63rd percentile

Revenue

Down

$31,377

Down $980 (-3.0%) from 2012

Expenses

$28,463

Up $2,381 (+9.1%) from 2012

Net Income

Down

$2,914

Down $3,361 (-54%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

Highlighted filing

2013

Assets$233,473

Liabilities$0

Net Assets$233,473

Open 2013 Filing

Operations Trend

Revenue Growth42nd percentile

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

Highlighted filing

2013

Revenue$31,377

Expenses$28,463

Net Income$2,914

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Sep 16, 2013
Return Version: 2012v2.0

Mission and Program Overview

Mission

Charitable community support.

Filing and Contact Details

Filer

EIN: 77-0218526

Raw XML Appendix194 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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IRS990EZ/MadeLoansToFromOfficers	0	false
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	Aloke Mukherjee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	Shelley Neate
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	William Barton
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	President
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IRS990EZ/OtherChangesInNetAssets	0	15098
IRS990EZ/OtherExpensesTotal	0	1164
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IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	Charitable community support.
IRS990EZ/PrintingPublicationsPostage	0	292
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	Charitable 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/ProgramServiceExpenses	0	27310
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/RelatedOrgSection527Org	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	41659
IRS990EZ/SpecialEventsNetIncomeLoss	0	27446
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	118 Brewington
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IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	95076
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	Aloke Mukherjee
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	8315396154
IRS990EZ/TotalAssets/BOY	0	215461
IRS990EZ/TotalAssets/EOY	0	233473
IRS990EZ/TotalExpenses	0	28463
IRS990EZ/TotalRevenue	0	31377
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total	0	0
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total	0	0
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	3910
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	2720
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	7283
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	15850
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years	0	35448
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	65211
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear	0	21
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year	0	26
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years	0	55
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years	0	145
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years	0	199
IRS990ScheduleA/GrossInvestmentIncome509/Total	0	446
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear	0	69105
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year	0	80305
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years	0	75396
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years	0	76441
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years	0	45266
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total	0	346513
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear	0	21
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year	0	26
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years	0	55
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years	0	145
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years	0	199
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total	0	446
IRS990ScheduleA/InvestmentIncomePercentage	0	0.00110
IRS990ScheduleA/NetIncomeFromOtherUBI/Total	0	0
IRS990ScheduleA/OtherIncome509/Total	0	0
IRS990ScheduleA/Post1975UBTI/Total	0	0
IRS990ScheduleA/PriorYearSupportPercentage	0	0.99740
IRS990ScheduleA/PriorYrInvestIncomePercentage	0	0.00260
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	0.99890
IRS990ScheduleA/PublicSupportTotal509	0	411724
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total	0	0
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	73015
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	83025
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	82679
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	92291
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years	0	80714
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IRS990ScheduleA/TotalSupportTotal/Total	0	412170
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total	0	0
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents	0	41659
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1	0	37382
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2	0	22660
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents	0	9063
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal	0	69105
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IRS990ScheduleG/EventsInformation/NameOfEvent1	0	Casino Night
IRS990ScheduleG/EventsInformation/NameOfEvent2	0	FireworksBooth
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IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents	0	1
IRS990ScheduleO/GeneralExplanation/Explanation	0	FTB Tax/Fees $10
IRS990ScheduleO/GeneralExplanation/Explanation	1	State Filing Fee $20
IRS990ScheduleO/GeneralExplanation/Explanation	2	Registry of Charitable Trusts $25
IRS990ScheduleO/GeneralExplanation/Explanation	3	Internet services $63
IRS990ScheduleO/GeneralExplanation/Explanation	4	PHF supplies $552
IRS990ScheduleO/GeneralExplanation/Explanation	5	Office Expenses $494
IRS990ScheduleO/GeneralExplanation/Explanation	6	Class of Activity: grant \| Donee's Name: Fairgrounds landscaping project \| Cash Amount Given: $5231
IRS990ScheduleO/GeneralExplanation/Identifier	0	Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier	1	Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier	2	Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier	3	Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier	4	Form 990-EZ, Part I, Line 16.1
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IRS990ScheduleO/GeneralExplanation/ReturnReference	2	Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference	4	Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	5	Other Expenses.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference	6	Grants and Similar Amounts Paid In Excess of $5,000.34
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	770218526
ReturnHeader/Filer/Name/BusinessNameLine1	0	Freedom Rotary Foundation
ReturnHeader/Filer/NameControl	0	FREE
ReturnHeader/Filer/Phone	0	8316840484
ReturnHeader/Filer/USAddress/AddressLine1	0	P O Box 1156
ReturnHeader/Filer/USAddress/City	0	Freedom
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	95019
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-09-16
ReturnHeader/Officer/Name	0	William Barton
ReturnHeader/Officer/Title	0	President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Henderson and Company
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	561 Auto Center Drive
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Watsonville
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	95076
ReturnHeader/Preparer/Name	0	Steven D Henderson CPA
ReturnHeader/Preparer/Phone	0	8317281434
ReturnHeader/Preparer/SelfEmployed	0	X
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-09-16T14:02:58-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $233,473
Liabilities: $0
Net assets: $233,473
Revenue: $31,377
Expenses: $28,463
Net income: $2,914

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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