Civic Intelligence

Downtown Rotary Foundation

990 • Fiscal year 2019 • EIN 81-4017156

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 01, 2019

Organization ProfileN/A
PO Box 1216Visalia, CA 93279

(559) 627-9310

Siviq Scores

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

Liabilities / Assets

79th percentile

0.10x

Higher debt load relative to assets than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

94th percentile

173%

Faster asset growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

77%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$48,052

Up $30,480 (+173%) from 2018

Net Assets

Up

$43,052

Up $25,480 (+145%) from 2018

Liabilities

Up

$5,000

Up $5,000 from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin80th percentile

Revenue

Up

$88,801

Up $38,505 (+77%) from 2018

Expenses

Up

$66,901

Up $15,479 (+30%) from 2018

Net Income

Up

$21,900

Up $23,026 (+2045%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$80K$60K$40K$20K$0Assets 2018: $17,572Liabilities 2018: $0Net Assets 2018: $17,5722018Assets 2019: $48,052Liabilities 2019: $5,000Net Assets 2019: $43,0522019Assets 2020: $51,126Liabilities 2020: $0Net Assets 2020: $51,1262020Assets 2021: $40,690Liabilities 2021: $15,700Net Assets 2021: $24,9902021Assets 2022: $19,046Liabilities 2022: $16,200Net Assets 2022: $2,8462022Assets 2023: $55,662Liabilities 2023: $52,858Net Assets 2023: $2,8042023Assets 2024: $60,504Liabilities 2024: $51,058Net Assets 2024: $9,4462024Assets 2025: $78,648Liabilities 2025: $54,558Net Assets 2025: $24,0902025

Highlighted filing

2019

Assets$48,052
Liabilities$5,000
Net Assets$43,052
Open 2019 Filing

Operations Trend

Revenue Growth90th percentile

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

$100K$50K$0-$50KRevenue 2018: $50,296Expenses 2018: $51,422Net Income 2018: -$1,1262018Revenue 2019: $88,801Expenses 2019: $66,901Net Income 2019: $21,9002019Revenue 2020: $60,093Expenses 2020: $56,254Net Income 2020: $3,8392020Revenue 2021: $35,647Expenses 2021: $61,783Net Income 2021: -$26,1362021Revenue 2022: $49,588Expenses 2022: $71,732Net Income 2022: -$22,1442022Revenue 2023: $42,332Expenses 2023: $42,374Net Income 2023: -$422023Revenue 2024: $31,532Expenses 2024: $24,890Net Income 2024: $6,6422024Revenue 2025: $41,980Expenses 2025: $27,336Net Income 2025: $14,6442025

Highlighted filing

2019

Revenue$88,801
Expenses$66,901
Net Income$21,900
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 1, 2019
Return Version
2018v3.1
Gross Receipts
$144,390
Mission and Program Overview

Mission

The foundation exists for the purpose of supporting nonprofit and other qualifing organizations through community service grants.

Raise and distribute funds to 501(c) charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$17,572$43,052▲ $25,480
Investments in Publicly Traded Securities-$28,950-
Accounts Receivable$11,440$12,286▲ $846
Savings and Temporary Cash Investments$6,132$6,816▲ $684
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$17,572$48,052▲ $30,480
Liabilities
Other Liabilities$0$5,000▲ $5,000
Total Liabilities$0$5,000▲ $5,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,572$43,052▲ $25,480
Total Liabilities and Net Assets / Fund Balance$17,572$48,052▲ $30,480
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Jon PreePast President
Karen Lovik-barronPresident
Paul HurleyPresident - Elect
Doug ArnoldDirector
Elizabeth WynnDirector
Mike OlmosDirector
Scott JacobsenDirector
Thomas J CutlerDirector
Wayne YadaSecretary
Alex M PeltzerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$37,520
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$51,281
All Other Contributions
$2,150
Change in Net Assets
$21,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,203
Other Expenses$2,698
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$64,203--$64,203
Office Expenses-$2,208-$2,208
Fees for Services Accounting-$490-$490
Total Functional Expenses$64,203$2,698$0$66,901
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Visalia Rotary Community FoundationVisalia, CA-Support Community Service Projects$40,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$106,870
Fundraising Direct Expenses$55,589
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Showcase Event$64,840$54,840-$54,840
Wine Event$17,125$17,125-$17,125
Total Events$142,240$106,870$55,589$51,281
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarship Endowment Payable$5,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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, Section A, Line 6

“The name of a prospective member shall be submitted to the board in writing. The board shall consider and approve or disapprovethe recommendations of the membership committees. If the decision of the board is favorable, the prospective memeber shall be requested to complete and submit an application for membership.”

Form 990, Part VI, Section A, Line 7A

“The business of this club shall be transacted by voice vote except the election of officers and directors which shall be by ballot.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is provided to the organization's governing body in draft form prior to filing the form with federal government.”

Form 990, Part VI, Section C, Line 18

“The organization provides form 990 upon written request within 90 days.”

Form 990, Part VI, Section C, Line 19

“The organization provides its governing documents and financial statements upon written request within 90 days. The organization does have a formal conflict of interest policy.”

Filing and Contact Details

Filer

Filer Name
Downtown Rotary Foundation
EIN
81-4017156
Phone
5596279310
Address
PO BOX 1216, VISALIA, CA 93279

Signing Officer

Name
Susan Winey
Title
Treasurer
Phone
5597990533
Signed
2019-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Winey
Formed
2016
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
VOLLMER DANIEL GAEBE & GROVELLP CPA'S
Address
100 WILLOW PLAZA SUITE 400, VISALIA, CA 93291
Preparer
Jody G Grove
Phone
5597331051
Raw XML Appendix390 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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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE NAME OF A PROSPECTIVE MEMBER SHALL BE SUBMITTED TO THE BOARD IN WRITING. THE BOARD SHALL CONSIDER AND APPROVE OR DISAPPROVETHE RECOMMENDATIONS OF THE MEMBERSHIP COMMITTEES. IF THE DECISION OF THE BOARD IS FAVORABLE, THE PROSPECTIVE MEMEBER SHALL BE REQUESTED TO COMPLETE AND SUBMIT AN APPLICATION FOR MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BUSINESS OF THIS CLUB SHALL BE TRANSACTED BY VOICE VOTE EXCEPT THE ELECTION OF OFFICERS AND DIRECTORS WHICH SHALL BE BY BALLOT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY IN DRAFT FORM PRIOR TO FILING THE FORM WITH FEDERAL GOVERNMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES FORM 990 UPON WRITTEN REQUEST WITHIN 90 DAYS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS UPON WRITTEN REQUEST WITHIN 90 DAYS. THE ORGANIZATION DOES HAVE A FORMAL CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
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IRS990/TotalContributionsAmt037520
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02698
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064203
IRS990/TotalFunctionalExpensesGrp/TotalAmt066901
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN WINEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05597990533
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOWNTOWN ROTARY FOUNDATION
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.165.148.141
ReturnHeader/FilingSecurityInformation/IPDt02019-11-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:38:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941553366
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VOLLMER DANIEL GAEBE & GROVELLP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 WILLOW PLAZA SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VISALIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum05597331051
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODY G GROVE
ReturnHeader/ReturnTs02019-11-13T12:36:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,052
Liabilities
$5,000
Net assets
$43,052
Revenue
$88,801
Expenses
$66,901
Net income
$21,900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$78.6$54.6$24.1$42.0$27.3$14.6
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.5$51.1$9.45$31.5$24.9$6.64
2023Detailed filing. Detailed filing data is available for this year.$55.7$52.9$2.80$42.3$42.4$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$16.2$2.85$49.6$71.7$22.1
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.7$15.7$25.0$35.6$61.8$26.1
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.1$0.00$51.1$60.1$56.3$3.84
2019Detailed filing. Detailed filing data is available for this year.$48.1$5.00$43.1$88.8$66.9$21.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.00$17.6$50.3$51.4$1.13