Civic Intelligence

Red Bluff Rotary Foundation

990EZ • Fiscal year 2016 • EIN 94-2864140

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 07, 2016

Organization Profile
PO Box 507Red Bluff, CA 96080-0507

(530) 527-8711

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

25th percentile

-9.0%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

3.6%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$143,006

Down $3,426 (-2.3%) from 2015

Net Assets

$143,006

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin25th percentile

Revenue

Up

$37,914

Up $1,331 (+3.6%) from 2015

Expenses

Up

$41,340

Up $15,344 (+59%) from 2015

Net Income

Down

-$3,426

Down $14,013 (-132%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$400K$300K$200K$100K$0Assets 2012: $166,396Liabilities 2012: $35,0602012Assets 2013: $159,597Liabilities 2013: $02013Assets 2014: $135,845Liabilities 2014: $02014Assets 2015: $146,432Liabilities 2015: $02015Assets 2016: $143,006Liabilities 2016: $0Net Assets 2016: $143,0062016Assets 2017: $163,875Liabilities 2017: $0Net Assets 2017: $163,8752017Assets 2018: $138,749Liabilities 2018: $0Net Assets 2018: $138,7492018Assets 2019: $187,899Liabilities 2019: $0Net Assets 2019: $187,8992019Assets 2020: $142,697Liabilities 2020: $0Net Assets 2020: $142,6972020Assets 2021: $247,014Liabilities 2021: $29,082Net Assets 2021: $217,9322021Assets 2022: $285,375Liabilities 2022: $34,269Net Assets 2022: $251,1062022Assets 2023: $332,907Liabilities 2023: $47,846Net Assets 2023: $285,0612023Assets 2024: $336,116Liabilities 2024: $53,400Net Assets 2024: $282,7162024

Highlighted filing

2016

Assets$143,006
Liabilities$0
Net Assets$143,006
Open 2016 Filing

Operations Trend

Revenue Growth55th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $33,627Expenses 2012: $25,109Net Income 2012: $8,5182012Revenue 2013: $60,708Expenses 2013: $32,447Net Income 2013: $28,2612013Revenue 2014: $16,451Expenses 2014: $40,203Net Income 2014: -$23,7522014Revenue 2015: $36,583Expenses 2015: $25,996Net Income 2015: $10,5872015Revenue 2016: $37,914Expenses 2016: $41,340Net Income 2016: -$3,4262016Revenue 2017: $56,296Expenses 2017: $35,427Net Income 2017: $20,8692017Revenue 2018: $33,222Expenses 2018: $39,428Net Income 2018: -$6,2062018Revenue 2019: $85,517Expenses 2019: $61,538Net Income 2019: $23,9792019Revenue 2020: $9,720Expenses 2020: $41,458Net Income 2020: -$31,7382020Revenue 2021: $109,716Expenses 2021: $34,481Net Income 2021: $75,2352021Revenue 2022: $81,608Expenses 2022: $48,434Net Income 2022: $33,1742022Revenue 2023: $111,120Expenses 2023: $77,166Net Income 2023: $33,9542023Revenue 2024: $114,217Expenses 2024: $116,562Net Income 2024: -$2,3452024

Highlighted filing

2016

Revenue$37,914
Expenses$41,340
Net Income-$3,426
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$182,223
Mission and Program Overview

Mission

Community enrichment by donationscholar

Program Services

DescriptionGrantsExpenses
Community enrichment through scholarships donations and literacy activities--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE BLUNKALLPresident-$0--
JEAN MORANTreasurer-$0--
ROB MCGREWVice President-$0--
HILLARY LINDAUERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Roundup$103,038$103,038$86,168$16,870
Dictionary$10,775$10,775$9,760$1,015
Total Events$178,042$178,042$144,309$33,733
Filing and Contact Details

Filer

Filer Name
Red Bluff Rotary Foundation
EIN
94-2864140
Address
PO BOX 507, RED BLUFF, CA 96080-0507

Signing Officer

Name
Jean Moran
Title
Treasurer
Signed
2016-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Gregg R Frey CPA
Address
PO Box 249 225 Pine St, Red Bluff, CA 96080
Preparer
Gregg R Frey
Phone
5305272910
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Donations Grantee Tehama County 4-H Relationship Unrelated Amount 500Activity Donations Grantee Various Organizations Relationship Unrelated Amount 14,500Activity Scholarships Grantee Various Students Relationship Unrelated Amount 22,500Activity Donations Grantee Paul Harris Foundation Relationship Unrelated Amount 3,840”

Raw XML Appendix174 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/PhoneNum05305278711
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RED BLUFF
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0960800507
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062482
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059056
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IRS990EZ/ExcessOrDeficitForYearAmt0-3426
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt041340
IRS990EZ/GrossReceiptsAmt0182223
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03840
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE BLUNKALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEAN MORAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROB MCGREW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HILLARY LINDAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community enrichment by donationscholar
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community enrichment through scholarships donations and literacy activities
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0144309
IRS990EZ/SpecialEventsNetIncomeLossAmt033733
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041340
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt037914
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt049243
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014824
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt093616
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0198
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt073
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0376
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0178042
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt044361
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt043532
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt045206
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt073929
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0385070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt073
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0376
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99840
IRS990ScheduleA/PublicSupportTotal509Amt0478686
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0182222
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057895
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt094449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088753
IRS990ScheduleA/Total509Grp/TotalAmt0478686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0182223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055414
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt094506
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088826
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0479062
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Dictionary
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0103038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt064229
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0103038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt064229
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0178042
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033733
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt048381
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0144309
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt086168
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09760
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Donations Grantee Tehama County 4-H Relationship Unrelated Amount 500Activity Donations Grantee Various Organizations Relationship Unrelated Amount 14,500Activity Scholarships Grantee Various Students Relationship Unrelated Amount 22,500Activity Donations Grantee Paul Harris Foundation Relationship Unrelated Amount 3,840
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN MORAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RED BLUFF ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0REDB
ReturnHeader/Filer/EIN0942864140
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 507
ReturnHeader/Filer/USAddress/CityNm0RED BLUFF
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0960800507
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453296682
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gregg R Frey CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 249 225 Pine St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Red Bluff
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096080
ReturnHeader/PreparerPersonGrp/PhoneNum05305272910
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregg R Frey
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-06T11:08:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,006
Liabilities
$0
Net assets
$143,006
Revenue
$37,914
Expenses
$41,340
Net income
-$3,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.36$0.53$2.83$1.14$1.17$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.33$0.48$2.85$1.11$0.77$0.34
2022Detailed filing. Detailed filing data is available for this year.$2.85$0.34$2.51$0.82$0.48$0.33
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.29$2.18$1.10$0.34$0.75
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.10$0.41$0.32
2019Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.86$0.62$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.33$0.39$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.56$0.35$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.38$0.41$0.03
2015Summary only. Only limited summary data is available for this year.$1.46$0.00$0.37$0.26$0.11
2014Summary only. Only limited summary data is available for this year.$1.36$0.00$0.16$0.40$0.24
2013Summary only. Only limited summary data is available for this year.$1.60$0.00$0.61$0.32$0.28
2012Summary only. Only limited summary data is available for this year.$1.66$0.35$0.34$0.25$0.09