Civic Intelligence

Downtown Rotary Foundation

990EZ • Fiscal year 2024 • EIN 81-4017156

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

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

93rd percentile

0.84x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Liabilities / Revenue

97th percentile

1.62x

Higher debt load relative to revenue than 97% of similar nonprofits.

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

Net Margin

75th percentile

21%

Higher net margin than 75% 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

62nd percentile

8.7%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

21st percentile

-26%

Faster revenue growth than 21% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$60,504

Up $4,842 (+8.7%) from 2023

Net Assets

Up

$9,446

Up $6,642 (+237%) from 2023

Liabilities

Down

$51,058

Down $1,800 (-3.4%) from 2023

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin75th percentile

Revenue

Down

$31,532

Down $10,800 (-26%) from 2023

Expenses

Down

$24,890

Down $17,484 (-41%) from 2023

Net Income

Up

$6,642

Up $6,684 (+15914%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2024

Assets$60,504
Liabilities$51,058
Net Assets$9,446
Open 2024 Filing

Operations Trend

Revenue Growth21st 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

2024

Revenue$31,532
Expenses$24,890
Net Income$6,642
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
$50,150
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.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE 14,050$0$14,050
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY JANE JENNINGSSecretary-$0--
GREG HAGOPIANPresident-$0--
WAYNE YADATreasurerPT$0--
MICHAEL B BROWNDirector-$0--
MICHAEL D DAMRONDirector-$0--
PETE COWPERDirector-$0--
MARC MERTZPresident-ElectPT$0--
SCOTT JACOBSENPast President-$0--
NEVIN HOUSEDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Speakeasy Casino Night$35,615$35,615$10,988$24,627
Total Events$35,615$35,615$18,618$16,997
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
Wayne Yada
Title
Treasurer
Phone
5599671357
Signed
2024-11-06
Discuss with paid preparer
Yes

Preparer

Firm
VOLLMER DANIEL GAEBE & GROVELLP CPA'S
Address
100 WILLOW PLAZA SUITE 400, VISALIA, CA 93291
Preparer
Jody G Grove
Phone
5597331051
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: donations to community services. Amount: 14,050. Description: foundation dues. Amount: 5,500. Description: miscellaneous expense. Amount: 4,760. Total to form 990-ez, line 16: 24,310.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 5,174. End of year amount: 1,017.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: cos scholarships payable. Beg. Of year amount: 47,058. End of year amount: 51,058. Description: president's club next year payable. Beg. Of year amount: 5,800. End of year amount: 0.”

Raw XML Appendix201 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05599671357
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VISALIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY JANE JENNINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREG HAGOPIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WAYNE YADA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL B BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL D DAMRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PETE COWPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARC MERTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SCOTT JACOBSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NEVIN HOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05174
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01017
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt024310
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0RAISE AND DISTRIBUTE FUNDS TO 501(C) CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE 14,050
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014050
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt016997
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt052858
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024890
IRS990EZ/TotalProgramServiceExpensesAmt014050
IRS990EZ/TotalRevenueAmt031532
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt051150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt082331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt083451
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047098
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0104100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0368130
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0368130
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082331
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt083451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047098
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0104100
IRS990ScheduleA/Total509Grp/TotalAmt0368130
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047098
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0104100
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0368130
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018618
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0700
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0700
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPEAKEASY CASINO NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035615
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016997
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010988
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010988
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06930
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DONATIONS TO COMMUNITY SERVICES. AMOUNT: 14,050. DESCRIPTION: FOUNDATION DUES. AMOUNT: 5,500. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 4,760. TOTAL TO FORM 990-EZ, LINE 16: 24,310.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 5,174. END OF YEAR AMOUNT: 1,017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: COS SCHOLARSHIPS PAYABLE. BEG. OF YEAR AMOUNT: 47,058. END OF YEAR AMOUNT: 51,058. DESCRIPTION: PRESIDENT'S CLUB NEXT YEAR PAYABLE. BEG. OF YEAR AMOUNT: 5,800. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE YADA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05599671357
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOWNTOWN ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DOWN
ReturnHeader/Filer/EIN0814017156
ReturnHeader/Filer/PhoneNum05596279310
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1216
ReturnHeader/Filer/USAddress/CityNm0VISALIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093279
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093291
ReturnHeader/PreparerPersonGrp/PhoneNum05597331051
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODY G GROVE
ReturnHeader/ReturnTs02024-11-14T13:53:39-06:00
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
$60,504
Liabilities
$51,058
Net assets
$9,446
Revenue
$31,532
Expenses
$24,890
Net income
$6,642
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
2024Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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