Civic Intelligence

Freedom Rotary Foundation

990EZ • Fiscal year 2017 • EIN 77-0218526

Jul 01, 2016 to Jun 30, 2017 • Filed on May 17, 2018

P O Box 1156Freedom, CA 95019

(831) 684-1134

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

94th percentile

62%

Higher net margin than 94% 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

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

93rd percentile

102%

Faster revenue growth than 93% of similar nonprofits.

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

Assets

Up

$308,206

Up $36,838 (+14%) from 2016

Net Assets

Up

$308,206

Up $36,838 (+14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$59,885

Up $30,254 (+102%) from 2016

Expenses

Up

$23,047

Up $12,600 (+121%) from 2016

Net Income

Up

$36,838

Up $17,654 (+92%) from 2016

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

2017

Assets$308,206
Liabilities$0
Net Assets$308,206

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

2017

Revenue$59,885
Expenses$23,047
Net Income$36,838
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 17, 2018
Return Version
2016v3.0
Gross Receipts
$117,651
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.-$19,270
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark MeyersPresident-$0--
Ron SandigeTreasurerPT$0--
Brian LockwoodSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casino Night$35,437$35,437$4,974$30,463
FireworksBooth$24,593$24,593$20,060$4,533
Total Events$82,164$82,164$57,766$24,398
Filing and Contact Details

Filer

Filer Name
Freedom Rotary Foundation
EIN
77-0218526
Phone
8316841134
Address
P O Box 1156, Freedom, CA 95019

Signing Officer

Name
Ron Sandige
Title
Treasurer
Signed
2018-05-17
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 $5,000.3

Class of Activity: grant | Donee's Name: Rotary International Service Projects | Donee's Address: P O Box 1156 Freedom CA 95019 | Cash Amount Given: $5500

Other Expenses.1002

Office Expenses $354

Other Expenses.1012

Insurance $3100

Other Assets.1009

Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $550

Raw XML Appendix191 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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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96410
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: grant | Donee's Name: Rotary International Service Projects | Donee's Address: P O Box 1156 Freedom CA 95019 | Cash Amount Given: $5500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $3100
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ron Sandige
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Freedom Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FREE
ReturnHeader/Filer/EIN0770218526
ReturnHeader/Filer/PhoneNum08316841134
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 1156
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095019
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0561 Auto Center Drive
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095076
ReturnHeader/PreparerPersonGrp/PhoneNum08317281434
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven D Henderson CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-17T09:30:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings