Civic Intelligence

Red Bluff Rotary Foundation

990EZ • Fiscal year 2018 • EIN 94-2864140

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 08, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

17th percentile

-19%

Higher net margin than 17% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$138,749

Down $25,126 (-15%) from 2017

Net Assets

Down

$138,749

Down $25,126 (-15%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin17th percentile

Revenue

Down

$33,222

Down $23,074 (-41%) from 2017

Expenses

Up

$39,428

Up $4,001 (+11%) from 2017

Net Income

Down

-$6,206

Down $27,075 (-130%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2018

Assets$138,749
Liabilities$0
Net Assets$138,749
Open 2018 Filing

Operations Trend

Revenue Growth12th 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

2018

Revenue$33,222
Expenses$39,428
Net Income-$6,206
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 8, 2018
Return Version
2017v2.2
Gross Receipts
$165,309
Mission and Program Overview

Mission

Community enrichment by donationscholar

Program Services

DescriptionGrantsExpenses
Community enrichment through schlorships donations and literacy activities--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDY HANSENPresident-$0--
JEAN MORANTreasurer-$0--
SHARON BARRETTSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Roundup$123,493$123,493$97,272$26,221
Tetwp$13,080$13,080$1,607$11,473
Total Events$163,169$163,169$132,087$31,082
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
2018-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Gregg R Frey CPA
Address
P O 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 Dignity Health TWETWP Relationship none Amount 11,500Activity Scholarships Grantee Various Students Relationship none Amount 15,000Activity Donations Grantee Various Organizations Relationship npne Amount 12,721”

Description of other expenses Part I line 16

“Description AmountOffice Expenses 207”

Other changes in net assets or fund balances Part I line 20

“Description AmountRecord prior year adjustments (18,920)”

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/PersonNm0JEAN MORAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05305278711
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 507
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RED BLUFF
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0960800507
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079925
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054799
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02140
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6206
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0163875
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0138749
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt039221
IRS990EZ/GrossReceiptsAmt0165309
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt083950
IRS990EZ/LandAndBuildingsGrp/EOYAmt083950
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0163875
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0138749
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0163875
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0138749
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANDY HANSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEAN MORAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHARON BARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-18920
IRS990EZ/OtherExpensesTotalAmt0207
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community enrichment by donationscholar
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community enrichment through schlorships donations and literacy activities
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0132087
IRS990EZ/SpecialEventsNetIncomeLossAmt031082
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039428
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt033222
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037749
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0198
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0246
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0163169
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0208364
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0178042
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt044361
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt043532
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0637468
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0198
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0246
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt0675217
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0165309
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0214424
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0182222
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055367
IRS990ScheduleA/Total509Grp/TotalAmt0675217
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0165309
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0214424
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0182223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055414
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0675463
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0132087
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Roundup
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TETWP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0123493
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt026596
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0163169
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0123493
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt026596
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0163169
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031082
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt033208
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0132087
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt097272
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01607
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Donations Grantee Dignity Health TWETWP Relationship none Amount 11,500Activity Scholarships Grantee Various Students Relationship none Amount 15,000Activity Donations Grantee Various Organizations Relationship npne Amount 12,721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOffice Expenses 207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountRecord prior year adjustments (18,920)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN MORAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-08
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05E23B85CBF7E73853A6B3CCDCC5AF1671F371C00
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05E23B85CBF7E73853A6B3CCDCC5AF1671F371C00
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06892792018298wbh5oco
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.93.33.112
ReturnHeader/FilingSecurityInformation/IPDt02018-10-25
ReturnHeader/FilingSecurityInformation/IPTm011:43:40
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gregg R Frey CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 249 225 Pine St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Red Bluff
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096080
ReturnHeader/PreparerPersonGrp/PhoneNum05305272910
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregg R Frey
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-06T14:55:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$138,749
Liabilities
$0
Net assets
$138,749
Revenue
$33,222
Expenses
$39,428
Net income
-$6,206
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