Civic Intelligence

Freedom Rotary Foundation

990EZ • Fiscal year 2018 • EIN 77-0218526

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 30, 2019

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

(831) 818-4507

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

6th percentile

-74%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

39th percentile

-3.2%

Faster asset growth than 39% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$298,394

Down $9,812 (-3.2%) from 2017

Net Assets

Down

$298,394

Down $9,812 (-3.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin6th percentile

Revenue

Down

$13,248

Down $46,637 (-78%) from 2017

Expenses

Up

$23,060

Up $13 (+0.1%) from 2017

Net Income

Down

-$9,812

Down $46,650 (-127%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2018

Assets$298,394
Liabilities$0
Net Assets$298,394
Open 2018 Filing

Operations Trend

Revenue Growth4th 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

2018

Revenue$13,248
Expenses$23,060
Net Income-$9,812
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 30, 2019
Return Version
2017v2.2
Gross Receipts
$32,892
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.-$18,500
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian LockwoodPresident-$0--
Manny EscarcegaTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Burrito Bash$20,457$20,457$9,663$10,794
FireworksBooth$10,965$10,965$3,961$7,004
Total Events$31,422$31,422$19,644$11,778
Filing and Contact Details

Filer

Filer Name
Freedom Rotary Foundation
EIN
77-0218526
Phone
8318184507
Address
P O Box 1156, Freedom, CA 95019

Signing Officer

Name
Manny Escarcega
Title
Treasurer
Signed
2019-04-30
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

Other Expenses.1012

“Insurance $3790”

Other Expenses.1

“Bank Charges $460”

Other Expenses.2

“Supplies $275”

Other Expenses.3

“Secretary of State fee $25”

Other Expenses.4

“Franchise Tax Board $10”

Other Assets.1009

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

Raw XML Appendix181 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Freedom
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0307656
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0550
IRS990EZ/OtherExpensesTotalAmt04560
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/ProgramServiceExpensesAmt018500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019644
IRS990EZ/SpecialEventsNetIncomeLossAmt011778
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023060
IRS990EZ/TotalRevenueAmt013248
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01408
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022789
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06419
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt050323
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt062
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0572
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013413
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031422
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt082164
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt067363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050999
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063871
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0295819
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt062
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012698
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0572
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013413
IRS990ScheduleA/InvestmentIncomeCYPct00.03720
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01000
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96000
IRS990ScheduleA/PublicSupportTotal509Amt0346142
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0104953
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067559
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IRS990ScheduleA/Total509Grp/TotalAmt0346142
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0360555
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02350
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02350
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Burrito Bash
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FireworksBooth
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020457
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031422
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031422
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011778
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0518
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0518
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013624
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09663
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03961
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03152
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $3790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Charges $460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Secretary of State fee $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Franchise Tax Board $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Notes and Loans Receivable - Beginning $550 Notes and Loans Receivable - Ending $0
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 Assets.1009
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Manny Escarcega
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Freedom Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FREE
ReturnHeader/Filer/EIN0770218526
ReturnHeader/Filer/PhoneNum08318184507
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 1156
ReturnHeader/Filer/USAddress/CityNm0Freedom
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095019
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770199158
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Henderson and Company
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/ReturnTs02019-04-30T11:04:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$298,394
Liabilities
$0
Net assets
$298,394
Revenue
$13,248
Expenses
$23,060
Net income
-$9,812
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