Civic Intelligence

Red Bluff Rotary Foundation

990EZ • Fiscal year 2019 • EIN 94-2864140

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 20, 2019

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

82nd percentile

28%

Higher net margin than 82% 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

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

95th percentile

157%

Faster revenue growth than 95% of similar nonprofits.

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

Assets

Up

$187,899

Up $49,150 (+35%) from 2018

Net Assets

Up

$187,899

Up $49,150 (+35%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$85,517

Up $52,295 (+157%) from 2018

Expenses

Up

$61,538

Up $22,110 (+56%) from 2018

Net Income

Up

$23,979

Up $30,185 (+486%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$187,899
Liabilities$0
Net Assets$187,899

Operations Trend

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

2019

Revenue$85,517
Expenses$61,538
Net Income$23,979
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 20, 2019
Return Version
2018v3.1
Gross Receipts
$131,418
Mission and Program Overview

Mission

Community enrichment by donationscholar

Program Services

DescriptionGrantsExpenses
Community enrichment through schlorships donations and literacy activities--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK KIRCHERTPresident-$0--
JENNIFER VISETreasurer-$0--
SHARON BARRETTSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Roundup$56,692$56,692$32,147$24,545
Tetwp$19,215$19,215$2,283$16,932
Total Events$115,388$115,388$45,901$69,487
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
Jack Kirchert
Title
President
Signed
2019-09-20
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 15,000Activity Scholarships Grantee Various Students Relationship none Amount 14,000Activity Donations Grantee Various Organizations Relationship npne Amount 24,919

Description of other expenses Part I line 16

Description AmountOffice Expenses 813Taxes 25Community Sponsors 305Misc 287Grant Expense 6,189

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

Description AmountRecord prior year CD adjustments 25,171

Raw XML Appendix175 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/PhoneNum05305278711
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RED BLUFF
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0960800507
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054799
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACK KIRCHERT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt025171
IRS990EZ/OtherExpensesTotalAmt07619
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community enrichment by donationscholar
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045901
IRS990EZ/SpecialEventsNetIncomeLossAmt069487
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061538
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt085517
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt040829
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PublicSupportCY509Pct00.99830
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IRS990ScheduleA/PublicSupportTotal509Amt0750153
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0130303
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt032147
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02283
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Donations Grantee Dignity Health TWETWP Relationship none Amount 15,000Activity Scholarships Grantee Various Students Relationship none Amount 14,000Activity Donations Grantee Various Organizations Relationship npne Amount 24,919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOffice Expenses 813Taxes 25Community Sponsors 305Misc 287Grant Expense 6,189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountRecord prior year CD adjustments 25,171
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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK KIRCHERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-20
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/AtSubmissionCreationDeviceId07E62801363D2443B0A5AE423475FCDC0F925570E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07E62801363D2443B0A5AE423475FCDC0F925570E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06892792019281bhwbeh0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-10-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.93.33.112
ReturnHeader/FilingSecurityInformation/IPDt02019-10-08
ReturnHeader/FilingSecurityInformation/IPTm016:44:09
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/PreparationDt02019-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregg R Frey
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-08T16:41:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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