Civic Intelligence

Reedley Rotary Endowment Fund

990EZ • Fiscal year 2024 • EIN 77-0523745

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 06, 2024

Organization ProfileN/A
PO Box 1161Reedley, CA 93654

(559) 638-3535

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

2nd percentile

-333%

Higher net margin than 2% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-17%

Faster asset growth than 26% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

3959%

Faster revenue growth than 100% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$203,828

Down $41,539 (-17%) from 2023

Net Assets

Down

$203,828

Down $41,539 (-17%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Up

$12,461

Up $12,154 (+3959%) from 2023

Expenses

Up

$54,000

Up $44,000 (+440%) from 2023

Net Income

Down

-$41,539

Down $31,846 (-329%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$300K$200K$100K$0Assets 2016: $148,962Liabilities 2016: $02016Assets 2017: $155,187Liabilities 2017: $02017Assets 2018: $205,412Liabilities 2018: $02018Assets 2019: $208,760Liabilities 2019: $02019Assets 2021: $222,853Net Assets 2021: $222,8532021Assets 2022: $255,060Net Assets 2022: $255,0602022Assets 2023: $245,367Net Assets 2023: $245,3672023Assets 2024: $203,828Net Assets 2024: $203,8282024Assets 2025: $219,463Net Assets 2025: $219,4632025

Highlighted filing

2024

Assets$203,828
Liabilities-
Net Assets$203,828
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

$100K$50K$0-$50KRevenue 2016: $3,047Expenses 2016: $0Net Income 2016: $3,0472016Revenue 2017: $6,225Expenses 2017: $0Net Income 2017: $6,2252017Revenue 2018: $50,225Expenses 2018: $0Net Income 2018: $50,2252018Revenue 2019: $13,348Expenses 2019: $10,000Net Income 2019: $3,3482019Revenue 2021: $3,3892021Revenue 2022: $32,2072022Revenue 2023: $307Expenses 2023: $10,000Net Income 2023: -$9,6932023Revenue 2024: $12,461Expenses 2024: $54,000Net Income 2024: -$41,5392024Revenue 2025: $28,665Expenses 2025: $13,030Net Income 2025: $15,6352025

Highlighted filing

2024

Revenue$12,461
Expenses$54,000
Net Income-$41,539
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$12,461
Mission and Program Overview

Mission

Promote welfare of all aspects of humanity.

Promote welfare of all aspects of local community

Program Services

DescriptionGrantsExpenses
TO PROMOTE WELFARE IN ALL ASPECTS FOR THE LOCAL COMMUNITY-$54,000
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE BUCKLEYPresident-$0--
ROBERT HUEBERTTreasurer-$0--
ROBERT MIKE FRANKSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Reedley Rotary Endowment Fund
EIN
77-0523745
Phone
5596383535
Address
PO BOX 1161, REEDLEY, CA 93654

Signing Officer

Name
Robert J Huebert
Title
Treasurer
Signed
2024-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Martin & Just LLP
Address
1580 11th Street, Reedley, CA 93654
Preparer
Randall K Just CPA
Phone
5596386444
Supplemental Narrative

Additional Explanations

Other Expenses.1

“COMMUNITY SERVICE $54000”

Raw XML Appendix152 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/BooksInCareOfDetail/USAddress/CityNm0REEDLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093654
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0245367
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0203828
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IRS990EZ/ContributionsGiftsGrantsEtcAmt010000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-41539
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0245367
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUE BUCKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT HUEBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT MIKE FRANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE WELFARE OF ALL ASPECTS OF LOCAL COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE WELFARE IN ALL ASPECTS FOR THE LOCAL COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt054000
IRS990EZ/TotalProgramServiceExpensesAmt054000
IRS990EZ/TotalRevenueAmt012461
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt050590
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02461
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0232
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0207
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01089
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03437
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07426
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02461
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0232
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0207
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01089
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03437
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07426
IRS990ScheduleA/InvestmentIncomeCYPct00.12800
IRS990ScheduleA/InvestmentIncomePYPct00.10970
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87200
IRS990ScheduleA/PublicSupportPY509Pct00.89030
IRS990ScheduleA/PublicSupportTotal509Amt050590
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07365
IRS990ScheduleA/Total509Grp/TotalAmt050590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0307
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt032207
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010802
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt058016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY SERVICE $54000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT J HUEBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REEDLEY ROTARY ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0REED
ReturnHeader/Filer/EIN0770523745
ReturnHeader/Filer/PhoneNum05596383535
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1161
ReturnHeader/Filer/USAddress/CityNm0REEDLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093654
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770536855
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Martin & Just LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01580 11th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Reedley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093654
ReturnHeader/PreparerPersonGrp/PhoneNum05596386444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDALL K JUST CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-06T14:47:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$203,828
Liabilities
-
Net assets
$203,828
Revenue
$12,461
Expenses
$54,000
Net income
-$41,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.19$2.19$0.29$0.13$0.16
2024Detailed filing. Detailed filing data is available for this year.$2.04$2.04$0.12$0.54$0.42
2023Detailed filing. Detailed filing data is available for this year.$2.45$2.45$0.00$0.10$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.55$2.55$0.32
2021Detailed filing. Detailed filing data is available for this year.$2.23$2.23$0.03
2019Summary only. Only limited summary data is available for this year.$2.09$0.00$0.13$0.10$0.03
2018Summary only. Only limited summary data is available for this year.$2.05$0.00$0.50$0.00$0.50
2017Summary only. Only limited summary data is available for this year.$1.55$0.00$0.06$0.00$0.06
2016Summary only. Only limited summary data is available for this year.$1.49$0.00$0.03$0.00$0.03