Civic Intelligence

Shafter Rotary Foundation

990EZ • Fiscal year 2023 • EIN 77-0390885

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 23, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

87%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$225,567

Up $22,093 (+11%) from 2022

Net Assets

Up

$225,567

Up $22,093 (+11%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$46,900

Up $21,869 (+87%) from 2022

Expenses

Up

$24,807

Up $7,773 (+46%) from 2022

Net Income

Up

$22,093

Up $14,096 (+176%) from 2022

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

2023

Assets$225,567
Liabilities-
Net Assets$225,567

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

2023

Revenue$46,900
Expenses$24,807
Net Income$22,093
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 23, 2024
Return Version
2023v5.1
Gross Receipts
$58,375
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-$16,278
SCHOLARSHIPS AWARDED TO HIGH SCHOOL STUDENTS: AWARDED $10,000 IN CURRENT YEAR and Paid $7,000 OF PRIOR YEARS'.-$7,000
DONATIONS FOR INTERNATIONAL PROJECTS - HEIFER PROJECT, CHILDREN TO LOVE, SAMARITAN'S PURSE, WORLD STRIDES, ETC-$976
Donation to Rotary Foundation for Polio Plus Partners-$520
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cathy ProutTreasurer-$0--
Garry NelsonSecretary-$0--
Rolland VanDeValkPresident-$0--
Lisa Marie MendezDirector-$0--
Ramona HerreraVice President-$0--
Jan NelsonDirector-$0--
Clark GoehringDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Festival$39,480$39,480$365$39,115
Total Events$39,480$39,480$11,475$28,005
Filing and Contact Details

Filer

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

Signing Officer

Name
Cathy Prout
Title
Treasurer
Signed
2024-10-23
Supplemental Narrative

Additional Explanations

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

Class of Activity: COMMUNITY SERVICE | Donee's Name: SHAFTER HIGH SCHOOL | Donee's Address: 526 MANNEL AVE SHAFTER CA 93263 | Relationship of Donee: NONE | Cash Amount Given: $5396

Other Expenses.1

Department of Justice $25

Other Expenses.2

City of Shafter $8

Raw XML Appendix185 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Diana Branthoover
IRS990EZ/BooksInCareOfDetail/PhoneNum06616640909
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01502 Mill Rock Way Suite 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bakersfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093311
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0203474
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0225567
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018874
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022093
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0203474
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0225567
IRS990EZ/FundraisingGrossIncomeAmt039480
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024774
IRS990EZ/GrossReceiptsAmt058375
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0203474
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0225567
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0203474
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0225567
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cathy Prout
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Garry Nelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rolland VanDeValk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lisa Marie Mendez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ramona Herrera
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jan Nelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Clark Goehring
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST IN THE CONTINUED DEVELOPMENT OF LOCAL AND INTERNATIONAL CHARITABLE & EDUCATIONAL ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AWARDED TO HIGH SCHOOL STUDENTS: AWARDED $10,000 IN CURRENT YEAR and Paid $7,000 OF PRIOR YEARS'.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS TO LOCAL TAX EXEMPT ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DONATIONS FOR INTERNATIONAL PROJECTS - HEIFER PROJECT, CHILDREN TO LOVE, SAMARITAN'S PURSE, WORLD STRIDES, ETC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Donation to Rotary Foundation for Polio Plus Partners
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116278
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2976
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3520
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011475
IRS990EZ/SpecialEventsNetIncomeLossAmt028005
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024807
IRS990EZ/TotalProgramServiceExpensesAmt024774
IRS990EZ/TotalRevenueAmt046900
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018874
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0124400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0147754
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt089
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0593
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0642
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01345
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039480
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038805
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026720
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0130428
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt089
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0593
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0642
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01345
IRS990ScheduleA/InvestmentIncomeCYPct00.00480
IRS990ScheduleA/InvestmentIncomePYPct00.00580
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99520
IRS990ScheduleA/PublicSupportPY509Pct00.99420
IRS990ScheduleA/PublicSupportTotal509Amt0278182
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058354
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040805
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0151120
IRS990ScheduleA/Total509Grp/TotalAmt0278182
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058375
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0151762
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0279527
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt08000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt08000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011475
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03110
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039480
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039480
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039480
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039480
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028005
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0365
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: COMMUNITY SERVICE | Donee's Name: SHAFTER HIGH SCHOOL | Donee's Address: 526 MANNEL AVE SHAFTER CA 93263 | Relationship of Donee: NONE | Cash Amount Given: $5396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Department of Justice $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2City of Shafter $8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Cathy Prout
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shafter Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHAF
ReturnHeader/Filer/EIN0770390885
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 353
ReturnHeader/Filer/USAddress/CityNm0Shafter
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093263
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-10-23T16:25:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings