Civic Intelligence

Freedom Rotary Foundation

990EZ • Fiscal year 2019 • EIN 77-0218526

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 08, 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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

97th percentile

79%

Higher net margin than 97% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

55th percentile

5.0%

Faster asset growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

42%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$313,260

Up $14,866 (+5.0%) from 2018

Net Assets

Up

$313,260

Up $14,866 (+5.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin97th percentile

Revenue

Up

$18,844

Up $5,596 (+42%) from 2018

Expenses

Down

$3,978

Down $19,082 (-83%) from 2018

Net Income

Up

$14,866

Up $24,678 (+252%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2019

Assets$313,260
Liabilities$0
Net Assets$313,260
Open 2019 Filing

Operations Trend

Revenue Growth83rd 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

2019

Revenue$18,844
Expenses$3,978
Net Income$14,866
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$27,218
Mission and Program Overview

Mission

Charitable community support.

Program Services

DescriptionGrantsExpenses
Scholarship grants were made to local high school graduating students.-$3,500
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian LockwoodPast-President-$0--
Ben PostSecretary-$0--
Aloke MukherjeePresident-$0--
Janice BuanoTreasurer-$0--
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
Janice Buano
Title
Treasurer
Signed
2019-11-08
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.1

“Bank Charges $68”

Other Expenses.2

“Franchise Tax Board $10”

Raw XML Appendix163 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/PersonNm0Liela Salas
IRS990EZ/BooksInCareOfDetail/PhoneNum08313321101
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 1156
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Freedom
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0298394
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0313260
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IRS990EZ/ContributionsGiftsGrantsEtcAmt02104
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014866
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt0298394
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IRS990EZ/FundraisingGrossIncomeAmt013772
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03500
IRS990EZ/GrossReceiptsAmt027218
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt011342
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0298394
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0313260
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Lockwood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ben Post
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Aloke Mukherjee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Janice Buano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt078
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable community support.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarship grants were made to local high school graduating students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08374
IRS990EZ/SpecialEventsNetIncomeLossAmt05398
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03978
IRS990EZ/TotalRevenueAmt018844
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01408
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022789
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046008
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011792
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt062
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt012698
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0572
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt025170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013772
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031422
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt082164
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt067363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050999
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0245720
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011792
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt062
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012698
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0572
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt025170
IRS990ScheduleA/InvestmentIncomeCYPct00.07920
IRS990ScheduleA/InvestmentIncomePYPct00.03720
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01000
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91770
IRS990ScheduleA/PublicSupportPY509Pct00.96000
IRS990ScheduleA/PublicSupportTotal509Amt0291728
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015876
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0104953
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067559
IRS990ScheduleA/Total509Grp/TotalAmt0291728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt027668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt032892
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0117651
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068131
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0317898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Charges $68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Franchise Tax Board $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Janice Buano
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-08
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/ReturnTs02019-11-08T15:22:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$313,260
Liabilities
$0
Net assets
$313,260
Revenue
$18,844
Expenses
$3,978
Net income
$14,866
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