Civic Intelligence

Shafter Rotary Foundation

990EZ • Fiscal year 2016 • EIN 77-0390885

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 27, 2017

PO Box 353Shafter, CA 93263

(661) 664-0909

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

59th percentile

7.3%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

52nd percentile

2.5%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$72,984

Up $1,784 (+2.5%) from 2015

Net Assets

Up

$72,984

Up $1,784 (+2.5%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$24,555

Down $3,803 (-13%) from 2015

Expenses

Down

$22,771

Down $8,386 (-27%) from 2015

Net Income

Up

$1,784

Up $4,583 (+164%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $67,285Liabilities 2011: $02011Assets 2012: $75,851Liabilities 2012: $02012Assets 2013: $73,359Liabilities 2013: $02013Assets 2014: $73,999Net Assets 2014: $73,9992014Assets 2015: $71,200Net Assets 2015: $71,2002015Assets 2016: $72,984Net Assets 2016: $72,9842016Assets 2017: $69,343Net Assets 2017: $69,3432017Assets 2018: $73,728Net Assets 2018: $73,7282018Assets 2019: $196,049Net Assets 2019: $196,0492019Assets 2020: $191,157Net Assets 2020: $191,1572020Assets 2021: $195,477Net Assets 2021: $195,4772021Assets 2022: $203,474Net Assets 2022: $203,4742022Assets 2023: $225,567Net Assets 2023: $225,5672023Assets 2024: $217,798Net Assets 2024: $217,7982024

Highlighted filing

2016

Assets$72,984
Liabilities-
Net Assets$72,984

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $32,376Expenses 2011: $26,305Net Income 2011: $6,0712011Revenue 2012: $33,234Expenses 2012: $24,668Net Income 2012: $8,5662012Revenue 2013: $30,470Expenses 2013: $32,962Net Income 2013: -$2,4922013Revenue 2014: $24,553Expenses 2014: $23,913Net Income 2014: $6402014Revenue 2015: $28,358Expenses 2015: $31,157Net Income 2015: -$2,7992015Revenue 2016: $24,555Expenses 2016: $22,771Net Income 2016: $1,7842016Revenue 2017: $25,304Expenses 2017: $28,945Net Income 2017: -$3,6412017Revenue 2018: $23,135Expenses 2018: $18,750Net Income 2018: $4,3852018Revenue 2019: $147,607Expenses 2019: $25,286Net Income 2019: $122,3212019Revenue 2020: $9,922Expenses 2020: $14,814Net Income 2020: -$4,8922020Revenue 2021: $12,022Expenses 2021: $7,702Net Income 2021: $4,3202021Revenue 2022: $25,031Expenses 2022: $17,034Net Income 2022: $7,9972022Revenue 2023: $46,900Expenses 2023: $24,807Net Income 2023: $22,0932023Revenue 2024: $22,798Expenses 2024: $30,567Net Income 2024: -$7,7692024

Highlighted filing

2016

Revenue$24,555
Expenses$22,771
Net Income$1,784
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 27, 2017
Return Version
2016v3.0
Gross Receipts
$29,126
Mission and Program Overview

Mission

To assist in the continued development of charitable & educational organizations.

To assist in the continued development of local and international charitable & educational organizations.

Program Services

DescriptionGrantsExpenses
DONATIONS TO LOCAL TAX EXEMPT ORGANIZATIONS$11,931-
SCHOLARSHIPS AWARDED TO HIGH SCHOOL STUDENTS: AWARDED $13,000 IN CURRENT YEAR and Paid $5,000 OF PRIOR YEARS'.$5,000-
DONATIONS FOR INTERNATIONAL PROJECTS - MEXICO ORPHANAGE BUILDING PROJECT, HEIFER PROJECT, CHILDREN TO LOVE, SAMARITAN'S PURSE, WORLD STRIDES, ETC$4,166-
DONATION TO VALLEY FEVER PROJECT$1,000-
Donation to Rotary Foundation for Polio Plus Partners$500-
DONATIONS TO ROTARY INTERNATIONAL/PAUL HARRIS FUND--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diana BranthooverTreasurer-$0--
Adrian MonsevaisPresident-$0--
Blake GoehringDirector-$0--
Russell ShipleyDirector-$0--
Clark GoehringDirector-$0--
Cathy ProutSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Festival$24,300$24,300$3,492$20,808
Total Events$24,300$24,300$3,492$20,808
Filing and Contact Details

Filer

Filer Name
Shafter Rotary Foundation
EIN
77-0390885
Phone
6616640909
Address
PO Box 353, Shafter, CA 93263

Signing Officer

Name
Diana Branthoover
Title
Treasurer
Signed
2017-10-27
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $129

Other Expenses.1

CA RRF-1 Filing Fee $25

Other Expenses.2

CA SOS FILING FEE $20

Raw XML Appendix183 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/ExplanationTxt0Office Expenses $129
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Diana Branthoover
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shafter Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHAF
ReturnHeader/Filer/EIN0770390885
ReturnHeader/Filer/PhoneNum06616640909
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 353
ReturnHeader/Filer/USAddress/CityNm0Shafter
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093263
ReturnHeader/ReturnTs02017-10-27T11:02:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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