Civic Intelligence

Ceres Rotary Club Foundation

990EZ • Fiscal year 2017 • EIN 77-0222217

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

P O Box 1573Ceres, CA 95307

(209) 577-2547

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

86th percentile

35%

Higher net margin than 86% 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

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

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

Assets

Up

$311,111

Up $31,786 (+11%) from 2016

Net Assets

Up

$311,111

Up $31,786 (+11%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$91,155

Up $18,272 (+25%) from 2016

Expenses

Down

$59,369

Down $15,071 (-20%) from 2016

Net Income

Up

$31,786

Up $33,343 (+2141%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $236,342Liabilities 2011: $02011Assets 2012: $303,729Liabilities 2012: $02012Assets 2013: $332,283Liabilities 2013: $02013Assets 2014: $262,887Net Assets 2014: $262,8872014Assets 2015: $280,882Net Assets 2015: $280,8822015Assets 2016: $279,325Net Assets 2016: $279,3252016Assets 2017: $311,111Net Assets 2017: $311,1112017Assets 2018: $306,257Net Assets 2018: $306,2572018Assets 2019: $399,839Net Assets 2019: $399,8392019Assets 2020: $414,335Net Assets 2020: $414,3352020Assets 2021: $529,345Liabilities 2021: $0Net Assets 2021: $529,3452021Assets 2022: $469,783Liabilities 2022: $0Net Assets 2022: $469,7832022Assets 2023: $469,374Net Assets 2023: $469,3742023Assets 2024: $500,483Liabilities 2024: $0Net Assets 2024: $500,4832024Assets 2025: $653,937Liabilities 2025: $150Net Assets 2025: $653,7872025

Highlighted filing

2017

Assets$311,111
Liabilities-
Net Assets$311,111

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $104,073Expenses 2011: $78,414Net Income 2011: $25,6592011Revenue 2012: $136,256Expenses 2012: $68,869Net Income 2012: $67,3872012Revenue 2013: $121,348Expenses 2013: $92,794Net Income 2013: $28,5542013Revenue 2014: $71,303Expenses 2014: $140,699Net Income 2014: -$69,3962014Revenue 2015: $70,908Expenses 2015: $52,913Net Income 2015: $17,9952015Revenue 2016: $72,883Expenses 2016: $74,440Net Income 2016: -$1,5572016Revenue 2017: $91,155Expenses 2017: $59,369Net Income 2017: $31,7862017Revenue 2018: $71,073Expenses 2018: $75,927Net Income 2018: -$4,8542018Revenue 2019: $158,664Expenses 2019: $65,082Net Income 2019: $93,5822019Revenue 2020: $103,167Expenses 2020: $88,671Net Income 2020: $14,4962020Revenue 2021: $157,794Expenses 2021: $42,784Net Income 2021: $115,0102021Revenue 2022: $81,053Expenses 2022: $140,615Net Income 2022: -$59,5622022Revenue 2023: $86,403Expenses 2023: $86,812Net Income 2023: -$4092023Revenue 2024: $100,251Expenses 2024: $68,887Net Income 2024: $31,3642024Revenue 2025: $218,477Expenses 2025: $65,174Net Income 2025: $153,3032025

Highlighted filing

2017

Revenue$91,155
Expenses$59,369
Net Income$31,786
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$113,598
Mission and Program Overview

Mission

Organization was founded to provide scholastic grants and funds for high school students to obtain advanced education. The organization also supports athletic activities for youth through team sponsorships, and makes contributions to the community and other charitable organizations.

Program Services

DescriptionGrantsExpenses
CERES ROTARY CLUB FOUNDATION DISBURSES THE FUNDS IT RECEIVES FOR COMMUNITY AND CHARITABLE PURPOSES.$30,069$22,531
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIZ HOSMERPresident-$0--
KENNETH BOYDVice President-$0--
GERALD DELLERTreasurer-$0--
NEWBOLD HERRICKSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$65,210$65,210$22,443$42,767
Total Events$65,210$65,210$22,443$42,767
Filing and Contact Details

Filer

Filer Name
Ceres Rotary Club Foundation
EIN
77-0222217
Phone
2095772547
Address
P O BOX 1573, CERES, CA 95307

Signing Officer

Name
Gerald Deller
Title
Treasurer
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Boss Deller & Company
Address
1218 11th Street, Modesto, CA 95354
Preparer
Larry G Boss
Phone
2095772547
Supplemental Narrative

Additional Explanations

Other Revenue.1

MARKET CHANGES $8342

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

Class of Activity: OTHER 501(C)(3) ORG. | Donee's Name: HOPE HAVEN INTERNATIONAL-WHEELCHAIRS | Donee's Address: 521 N KIWANIS AVE SIOUX FALLS SD 57104 | Cash Amount Given: $7000

Grants and Similar Amounts Paid In Excess of $5,000.2

Class of Activity: OTHER 501(C)(3) ORG. | Donee's Name: ROTARY INT'L PAUL HARRIS FOUNDATION | Donee's Address: 1560 SHERMAN AVE EVANSTON IL 60201 | Cash Amount Given: $7890

Other Expenses.1

Dictionaries for students $13874

Other Expenses.2

YOUTH ASSISTANCE $9813

Other Expenses.3

Community assistance $8500

Other Expenses.4

BOOKS FOR READ-IN $2495

Other Expenses.5

Student of the month $791

Other Expenses.6

Ceres high school programs $700

Other Expenses.7

Athlectic team sponsor $475

Other Expenses.8

Administrative costs $190

Other Assets.1

DUE FROM CERES ROTARY CLUB - Beginning $9395 DUE FROM CERES ROTARY CLUB - Ending $19821

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt09395
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IRS990EZ/OtherRevenueTotalAmt08342
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZATION WAS FOUNDED TO PROVIDE SCHOLASTIC GRANTS AND FUNDS FOR HIGH SCHOOL STUDENTS TO OBTAIN ADVANCED EDUCATION. THE ORGANIZATION ALSO SUPPORTS ATHLETIC ACTIVITIES FOR YOUTH THROUGH TEAM SPONSORSHIPS, AND MAKES CONTRIBUTIONS TO THE COMMUNITY AND OTHER CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CERES ROTARY CLUB FOUNDATION DISBURSES THE FUNDS IT RECEIVES FOR COMMUNITY AND CHARITABLE PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030069
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022531
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt042767
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt059369
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018319
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt066729
IRS990ScheduleA/InvestmentIncomeCYPct00.27020
IRS990ScheduleA/InvestmentIncomePYPct00.18460
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.72980
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARKET CHANGES $8342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: OTHER 501(C)(3) ORG. | Donee's Name: HOPE HAVEN INTERNATIONAL-WHEELCHAIRS | Donee's Address: 521 N KIWANIS AVE SIOUX FALLS SD 57104 | Cash Amount Given: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: OTHER 501(C)(3) ORG. | Donee's Name: ROTARY INT'L PAUL HARRIS FOUNDATION | Donee's Address: 1560 SHERMAN AVE EVANSTON IL 60201 | Cash Amount Given: $7890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DICTIONARIES FOR STUDENTS $13874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4YOUTH ASSISTANCE $9813
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY ASSISTANCE $8500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOKS FOR READ-IN $2495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STUDENT OF THE MONTH $791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CERES HIGH SCHOOL PROGRAMS $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ATHLECTIC TEAM SPONSOR $475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ADMINISTRATIVE COSTS $190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DUE FROM CERES ROTARY CLUB - Beginning $9395 DUE FROM CERES ROTARY CLUB - Ending $19821
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD DELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CERES ROTARY CLUB FOUNDATION
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ReturnHeader/Filer/EIN0770222217
ReturnHeader/Filer/PhoneNum02095772547
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ReturnHeader/Filer/USAddress/CityNm0CERES
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Modesto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095354
ReturnHeader/PreparerPersonGrp/PhoneNum02095772547
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY G BOSS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T14:31:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$2.18$0.65$1.53
2024Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$1.00$0.69$0.31
2023Detailed filing. Detailed filing data is available for this year.$4.69$4.69$0.86$0.87$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.81$1.41$0.60
2021Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$1.58$0.43$1.15
2020Detailed filing. Detailed filing data is available for this year.$4.14$4.14$1.03$0.89$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.00$4.00$1.59$0.65$0.94
2018Detailed filing. Detailed filing data is available for this year.$3.06$3.06$0.71$0.76$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.11$3.11$0.91$0.59$0.32
2016Detailed filing. Detailed filing data is available for this year.$2.79$2.79$0.73$0.74$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.81$2.81$0.71$0.53$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.63$2.63$0.71$1.41$0.69
2013Summary only. Only limited summary data is available for this year.$3.32$0.00$1.21$0.93$0.29
2012Summary only. Only limited summary data is available for this year.$3.04$0.00$1.36$0.69$0.67
2011Summary only. Only limited summary data is available for this year.$2.36$0.00$1.04$0.78$0.26