Civic Intelligence

Freedom Rotary Foundation

990EZ • Fiscal year 2014 • EIN 77-0218526

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 09, 2014

Organization ProfileN/A
P O Box 1156Freedom, CA 95019

(831) 345-1605

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

62nd percentile

9.4%

Faster asset growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

34th percentile

-8.7%

Faster revenue growth than 34% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$255,511

Up $22,038 (+9.4%) from 2013

Net Assets

Up

$255,511

Up $22,038 (+9.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin15th percentile

Revenue

Down

$28,636

Down $2,741 (-8.7%) from 2013

Expenses

Up

$34,368

Up $5,905 (+21%) from 2013

Net Income

Down

-$5,732

Down $8,646 (-297%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2014

Assets$255,511
Liabilities$0
Net Assets$255,511
Open 2014 Filing

Operations Trend

Revenue Growth34th 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

2014

Revenue$28,636
Expenses$34,368
Net Income-$5,732
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 9, 2014
Return Version
2013v3.1
Gross Receipts
$70,325
Mission and Program Overview

Mission

Charitable community support.

Program Services

DescriptionGrantsExpenses
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.$30,217$30,217
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark MyersPresident-$0--
Gloria GaringSecretary-$0--
Carl PimentelTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$32,043$32,043$20,256$11,787
Event 2$22,998$22,998$16,904$6,094
Total Events$63,871$63,871$41,689$22,182
Filing and Contact Details

Filer

EIN
77-0218526
Phone
8313451605

Signing Officer

Name
Mark Myers
Title
President
Signed
2014-09-09
Discuss with paid preparer
Yes

Preparer

Preparer
Steven D Henderson CPA
Phone
8317281434
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $3100”

Other Expenses.1

“Supplies $237”

Other Expenses.2

“P O Box rental $124”

Other Expenses.3

“eCommerce $72”

Other Expenses.4

“Bank Charges $48”

Other Expenses.5

“Bad check $35”

Other Expenses.6

“Registry of Charitable Trusts $25”

Other Expenses.7

“State Filing Fee $10”

Raw XML Appendix190 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Carl Pimentel
IRS990EZ/BooksInCareOfDetail/PhoneNum08316881446
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10270 Hames Road 32
IRS990EZ/BooksInCareOfDetail/USAddress/City0Corralitos
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095076
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0233473
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0255511
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06419
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5732
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0233473
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0255511
IRS990EZ/FundraisingGrossIncomeAmt063871
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030217
IRS990EZ/GrossReceiptsAmt070325
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt035
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0233473
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0255511
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0233473
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0255511
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mark Myers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gloria Garing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carl Pimentel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt027770
IRS990EZ/OtherExpensesTotalAmt03651
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable community support.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Charitable 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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030217
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030217
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt041689
IRS990EZ/SpecialEventsNetIncomeLossAmt022182
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034368
IRS990EZ/TotalProgramServiceExpensesAmt030217
IRS990EZ/TotalRevenueAmt028636
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06419
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03910
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036182
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0145
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0282
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063871
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt080305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt075396
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt076441
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0365118
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0145
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0282
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00110
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99890
IRS990ScheduleA/PublicSupportTotal509Amt0401300
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073015
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt083025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt082679
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt092291
IRS990ScheduleA/Total509Grp/TotalAmt0401300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070325
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073036
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083051
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt082734
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt092436
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0401582
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041689
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063871
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt022998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063871
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Casino Night
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FireworksBooth
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022182
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04529
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041689
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020256
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016904
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $3100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies $237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2P O Box rental $124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3eCommerce $72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Charges $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bad check $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Registry of Charitable Trusts $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7State Filing Fee $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Myers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10Freedom Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FREE
ReturnHeader/Filer/EIN0770218526
ReturnHeader/Filer/PhoneNum08313451605
ReturnHeader/Filer/USAddress/AddressLine10P O Box 1156
ReturnHeader/Filer/USAddress/City0Freedom
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095019
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Henderson and Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10561 Auto Center Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Watsonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095076
ReturnHeader/PreparerPersonGrp/PhoneNum08317281434
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven D Henderson CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-09T12:25:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$255,511
Liabilities
$0
Net assets
$255,511
Revenue
$28,636
Expenses
$34,368
Net income
-$5,732
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