Civic Intelligence

Hanford Rotary Community Foundation

990 • Fiscal year 2017 • EIN 77-0443958

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 17, 2018

1483 Bailey DriveHanford, CA 93230

(559) 584-2751

Siviq Scores

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

Liabilities / Assets

64th percentile

0.11x

Higher debt load relative to assets than 64% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.50x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

51st percentile

3.7%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

29th percentile

-5.4%

Faster revenue growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$521,384

Up $18,526 (+3.7%) from 2016

Net Assets

Up

$462,497

Up $17,724 (+4.0%) from 2016

Liabilities

Up

$58,887

Up $802 (+1.4%) from 2016

Revenue

Down

$118,678

Down $6,753 (-5.4%) from 2016

Expenses

Up

$100,954

Up $41,641 (+70%) from 2016

Net Income

Down

$17,724

Down $48,394 (-73%) 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 2010: $452,578Liabilities 2010: $116,758Net Assets 2010: $335,8202010Assets 2011: $441,315Liabilities 2011: $118,704Net Assets 2011: $322,6112011Assets 2012: $481,153Liabilities 2012: $140,366Net Assets 2012: $340,7872012Assets 2013: $478,958Liabilities 2013: $96,336Net Assets 2013: $382,6222013Assets 2014: $430,648Liabilities 2014: $116,337Net Assets 2014: $314,3112014Assets 2015: $436,539Liabilities 2015: $57,884Net Assets 2015: $378,6552015Assets 2016: $502,858Liabilities 2016: $58,085Net Assets 2016: $444,7732016Assets 2017: $521,384Liabilities 2017: $58,887Net Assets 2017: $462,4972017Assets 2018: $525,536Liabilities 2018: $34,447Net Assets 2018: $491,0892018Assets 2019: $586,574Liabilities 2019: $101,382Net Assets 2019: $485,1922019Assets 2020: $581,372Liabilities 2020: $76,490Net Assets 2020: $504,8822020Assets 2021: $649,788Liabilities 2021: $121,785Net Assets 2021: $528,0032021Assets 2022: $655,538Liabilities 2022: $51,000Net Assets 2022: $604,5382022Assets 2023: $562,310Liabilities 2023: $53,682Net Assets 2023: $508,6282023Assets 2024: $656,633Liabilities 2024: $162,475Net Assets 2024: $494,1582024

Highlighted filing

2017

Assets$521,384
Liabilities$58,887
Net Assets$462,497

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $66,448Expenses 2010: $77,392Net Income 2010: -$10,9442010Revenue 2011: $85,911Expenses 2011: $99,120Net Income 2011: -$13,2092011Revenue 2012: $120,806Expenses 2012: $102,630Net Income 2012: $18,1762012Revenue 2013: $170,905Expenses 2013: $129,070Net Income 2013: $41,8352013Revenue 2014: $144,685Expenses 2014: $212,996Net Income 2014: -$68,3112014Revenue 2015: $113,270Expenses 2015: $48,926Net Income 2015: $64,3442015Revenue 2016: $125,431Expenses 2016: $59,313Net Income 2016: $66,1182016Revenue 2017: $118,678Expenses 2017: $100,954Net Income 2017: $17,7242017Revenue 2018: $97,205Expenses 2018: $68,613Net Income 2018: $28,5922018Revenue 2019: $126,560Expenses 2019: $132,457Net Income 2019: -$5,8972019Revenue 2020: $107,341Expenses 2020: $112,922Net Income 2020: -$5,5812020Revenue 2021: $155,373Expenses 2021: $132,231Net Income 2021: $23,1422021Revenue 2022: $185,448Expenses 2022: $108,866Net Income 2022: $76,5822022Revenue 2023: $80,446Expenses 2023: $176,356Net Income 2023: -$95,9102023Revenue 2024: $89,051Expenses 2024: $103,521Net Income 2024: -$14,4702024

Highlighted filing

2017

Revenue$118,678
Expenses$100,954
Net Income$17,724
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 17, 2018
Return Version
2017v2.2
Gross Receipts
$239,345
Mission and Program Overview

Mission

Funding for community organizations and projects

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$469,352$491,058▲ $21,706
Cash and Non-Interest-Bearing Accounts$33,506$30,326▼ $3,180
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$502,858$521,384▲ $18,526
Other Assets Total-$0-
Liabilities
Deferred Revenue$58,085$58,887▲ $802
Total Liabilities$58,085$58,887▲ $802
Net Assets / Fund Balance
Temporarily Rstr Net Assets$419,737$437,461▲ $17,724
Unrestricted Net Assets$25,036$25,036→ $0
Total Net Assets Fund Balance$444,773$462,497▲ $17,724
Total Liabilities and Net Assets / Fund Balance$502,858$521,384▲ $18,526
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joseph C CaseyPresident
Bob FisherDirector
Bruce MackeyDirector
Celeste BarronDirector
Davis TaylorDirector
Greg GatzkaDirector
K Phillip MarootDirector
Karl AndersonDirector
Lambert SikkemaDirector
Mark DanielDirector
Muni SukhuDirector
Roger ReynoldsDirector
Steve StoutDirector
Tom DavisDirector
Kate MackeySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$41,877
Program Service Revenue
$396
Investment Income
$63,697
Other Revenue
$12,708
All Other Contributions
$35,550
Change in Net Assets
$17,724
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,454
Grants and Similar Amounts Paid$46,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$46,500--$46,500
All Other Expenses$4,234$396-$4,630
Insurance-$2,224-$2,224
Other Expenses$2,045--$2,045
Fees for Services Accounting-$985-$985
Fees for Service Investment Mgmnt Fees-$846-$846
Office Expenses-$845-$845
Total Functional Expenses$95,658$5,296$0$100,954
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,669
Fundraising Direct Expenses$10,961
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournaments$23,684$23,669$1,701$21,968
Total Events$23,684$23,669$10,961$12,708
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Cpa meet with the individual board members and reviewed the form 990. Copy was provided and review at the next board meeting

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Upon request copies will be provided.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Hanford Rotary Community Foundation
EIN
77-0443958
Phone
5595842751
Address
1483 BAILEY DRIVE, HANFORD, CA 93230

Signing Officer

Name
Joseph C Casey
Title
President & CEO
Signed
2018-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph C Casey
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
M Green and Company Llp Cpas - Dinuba
Address
135 N URUAPAN WAY STE A, DINUBA, CA 93618-2123
Preparer
Larry W Ayers
Phone
5595914545
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FUNDING FOR COMMUNITY ORGANIZATIONS AND PROJECTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0444773
IRS990/NetAssetsOrFundBalancesEOYAmt0462497
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0229
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0229
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt012708
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt012708
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0845
IRS990/OfficeExpensesGrp/TotalAmt0845
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MOSSEY FOOT PROJECT
IRS990/OtherExpensesGrp/Desc1GUATEMALA WATER PROJECT
IRS990/OtherExpensesGrp/Desc2WHEELCHAIRS
IRS990/OtherExpensesGrp/Desc3DISASTER RELIEF
IRS990/OtherExpensesGrp/ProgramServicesAmt018876
IRS990/OtherExpensesGrp/ProgramServicesAmt118253
IRS990/OtherExpensesGrp/ProgramServicesAmt25750
IRS990/OtherExpensesGrp/ProgramServicesAmt32045
IRS990/OtherExpensesGrp/TotalAmt018876
IRS990/OtherExpensesGrp/TotalAmt118253
IRS990/OtherExpensesGrp/TotalAmt25750
IRS990/OtherExpensesGrp/TotalAmt32045
IRS990/OtherInd0X
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JOSEPH C CASEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ADMIN FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0396
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0396
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0106021
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt046927
IRS990/PYInvestmentIncomeAmt010965
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt012386
IRS990/PYOtherRevenueAmt07914
IRS990/PYProgramServiceRevenueAmt0531
IRS990/PYRevenuesLessExpensesAmt066118
IRS990/PYTotalExpensesAmt059313
IRS990/PYTotalRevenueAmt0125431
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt017724
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt06312
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0106021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt032369
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt092214
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0103801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0376282
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06374
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt018451
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021716
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt046541
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt013104
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt08445
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt074528
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt034020
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt045388
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0175485
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62890
IRS990ScheduleA/PublicSupportPY170Pct00.60970
IRS990ScheduleA/PublicSupportTotal170Amt0376282
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt041877
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0106021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt032369
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt092214
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0103801
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0376282
IRS990ScheduleA/TotalSupportAmt0598308
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010961
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournaments
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03063
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023684
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023684
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023669
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012708
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02257
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02257
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01701
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01701
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03940
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03940
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CPA MEET WITH THE INDIVIDUAL BOARD MEMBERS AND REVIEWED THE FORM 990. COPY WAS PROVIDED AND REVIEW AT THE NEXT BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST COPIES WILL BE PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.57$1.62$4.94$0.89$1.04$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.62$0.54$5.09$0.80$1.76$0.96
2022Detailed filing. Detailed filing data is available for this year.$6.56$0.51$6.05$1.85$1.09$0.77
2021Detailed filing. Detailed filing data is available for this year.$6.50$1.22$5.28$1.55$1.32$0.23
2020Detailed filing. Detailed filing data is available for this year.$5.81$0.76$5.05$1.07$1.13$0.06
2019Detailed filing. Detailed filing data is available for this year.$5.87$1.01$4.85$1.27$1.32$0.06
2018Detailed filing. Detailed filing data is available for this year.$5.26$0.34$4.91$0.97$0.69$0.29
2017Detailed filing. Detailed filing data is available for this year.$5.21$0.59$4.62$1.19$1.01$0.18
2016Detailed filing. Detailed filing data is available for this year.$5.03$0.58$4.45$1.25$0.59$0.66
2015Detailed filing. Detailed filing data is available for this year.$4.37$0.58$3.79$1.13$0.49$0.64
2014Detailed filing. Detailed filing data is available for this year.$4.31$1.16$3.14$1.45$2.13$0.68
2013Detailed filing. Detailed filing data is available for this year.$4.79$0.96$3.83$1.71$1.29$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$1.40$3.41$1.21$1.03$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$1.19$3.23$0.86$0.99$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.53$1.17$3.36$0.66$0.77$0.11