Civic Intelligence

Freedom Rotary Foundation

990EZ • Fiscal year 2015 • EIN 77-0218526

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 15, 2015

P O Box 1156Freedom, CA 95019

(831) 840-0760

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

25th percentile

-8.2%

Higher net margin than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

43rd percentile

-1.3%

Faster asset growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

56th percentile

5.1%

Faster revenue growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$252,184

Down $3,327 (-1.3%) from 2014

Net Assets

Down

$252,184

Down $3,327 (-1.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$30,093

Up $1,457 (+5.1%) from 2014

Expenses

Down

$32,567

Down $1,801 (-5.2%) from 2014

Net Income

Up

-$2,474

Up $3,258 (+57%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$252,184
Liabilities$0
Net Assets$252,184

Operations Trend

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

2015

Revenue$30,093
Expenses$32,567
Net Income-$2,474
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 15, 2015
Return Version
2014v5.0
Gross Receipts
$68,131
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.$30,996$30,996
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas FeinsodPresidentPT$0--
Yessenia ParaSecretaryPT$0--
Carl PimentelTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casino Night$29,330$29,330$11,288$18,042
FireworksBooth$21,669$21,669$16,215$5,454
Total Events$50,999$50,999$36,859$14,140
Filing and Contact Details

Filer

Filer Name
Freedom Rotary Foundation
EIN
77-0218526
Phone
8318400760
Address
P O Box 1156, Freedom, CA 95019

Signing Officer

Name
Carl Pimentel
Title
Treasurer
Signed
2015-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Henderson and Company
Address
561 Auto Center Drive, Watsonville, CA 95076
Preparer
Steven D Henderson CPA
Phone
8317281434
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: grant | Donee's Name: Watsonvillle Firefighters Museum | Donee's Address: P O Box 1156 Freedom, CA 95019 | Cash Amount Given: $5103

Grants and Similar Amounts Paid In Excess of $5,000.35

Class of Activity: grant | Donee's Name: S C Co Fairgrounds maintenance project | Donee's Address: P O Box 1156 Freedom, CA 95019 | Cash Amount Given: $12518

Other Expenses.1012

Insurance $1100

Other Expenses.1

Supplies $98

Other Expenses.2

eCommerce $63

Other Expenses.3

Bad check $25

Other Expenses.4

Registry of Charitable Trusts $25

Other Expenses.5

State Filing Fee $10

Raw XML Appendix192 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/ExplanationTxt0Class of Activity: grant | Donee's Name: Watsonvillle Firefighters Museum | Donee's Address: P O Box 1156 Freedom, CA 95019 | Cash Amount Given: $5103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: grant | Donee's Name: S C Co Fairgrounds maintenance project | Donee's Address: P O Box 1156 Freedom, CA 95019 | Cash Amount Given: $12518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4eCommerce $63
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Registry of Charitable Trusts $25
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carl Pimentel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Freedom Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FREE
ReturnHeader/Filer/EIN0770218526
ReturnHeader/Filer/PhoneNum08318400760
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 1156
ReturnHeader/Filer/USAddress/CityNm0Freedom
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095019
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0561 Auto Center Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Watsonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095076
ReturnHeader/PreparerPersonGrp/PhoneNum08317281434
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven D Henderson CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-15T15:08:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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