Civic Intelligence

Red Bluff Rotary Foundation

990EZ • Fiscal year 2021 • EIN 94-2864140

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 20, 2021

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

79th percentile

0.12x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

0.27x

Higher debt load relative to revenue than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

86th percentile

73%

Faster asset growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

1029%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$247,014

Up $104,317 (+73%) from 2020

Net Assets

Up

$217,932

Up $75,235 (+53%) from 2020

Liabilities

Up

$29,082

Up $29,082 from 2020

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin93rd percentile

Revenue

Up

$109,716

Up $99,996 (+1029%) from 2020

Expenses

Down

$34,481

Down $6,977 (-17%) from 2020

Net Income

Up

$75,235

Up $106,973 (+337%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2021

Assets$247,014
Liabilities$29,082
Net Assets$217,932
Open 2021 Filing

Operations Trend

Revenue Growth98th 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

2021

Revenue$109,716
Expenses$34,481
Net Income$75,235
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 20, 2021
Return Version
2020v4.1
Gross Receipts
$182,839
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 Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICKI STROUDPresident-$0--
JENNIFER VISETreasurer-$0--
HILLARY LINDAUERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Roundup$89,394$89,394$45,520$43,874
Fireworks$50,547$50,547$9,635$40,912
Total Events$171,345$171,345$73,123$98,222
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
Vicki Stroud
Title
President
Signed
2021-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Gregg R Frey CPA
Address
P O Box 249225 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 Various Organizations Relationship none Amount 15,622Activity Scholarships Grantee Various Students Relationship none Amount 9,000Activity Donations Grantee Various Organizations Relationship none”

Description of other expenses Part I line 16

“Description AmountGrant Expense 9,859”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearCurrent Liabilities 0 29,082”

Raw XML Appendix171 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER VISE
IRS990EZ/BooksInCareOfDetail/PhoneNum05305278711
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 507
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RED BLUFF
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0960800507
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058747
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0163064
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011493
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt075235
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0142697
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0247014
IRS990EZ/FundraisingGrossIncomeAmt0171346
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024622
IRS990EZ/GrossReceiptsAmt0182839
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt083950
IRS990EZ/LandAndBuildingsGrp/EOYAmt083950
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0142697
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0217932
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0142697
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0217932
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VICKI STROUD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER VISE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HILLARY LINDAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt09859
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/SpecialEventsDirectExpensesAmt073123
IRS990EZ/SpecialEventsNetIncomeLossAmt098223
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt029082
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034481
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0109716
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011493
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05963
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt040571
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01115
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01115
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0171346
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt017395
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0115388
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0163169
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0208364
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0675662
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01115
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01115
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99840
IRS990ScheduleA/PublicSupportPY509Pct00.99840
IRS990ScheduleA/PublicSupportTotal509Amt0716233
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0182839
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023358
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0130303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0165309
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0214424
IRS990ScheduleA/Total509Grp/TotalAmt0716233
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0182839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023358
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0131418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0165309
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0214424
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0717348
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt073123
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Roundup
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fireworks
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt089394
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt050547
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt031404
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0171345
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt089394
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt050547
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt031404
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0171345
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt098222
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt017968
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt073123
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt045520
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09635
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Donations Grantee Various Organizations Relationship none Amount 15,622Activity Scholarships Grantee Various Students Relationship none Amount 9,000Activity Donations Grantee Various Organizations Relationship none
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountGrant Expense 9,859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearCurrent Liabilities 0 29,082
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/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICKI STROUD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-20
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gregg R Frey CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 249225 Pine St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Red Bluff
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096080
ReturnHeader/PreparerPersonGrp/PhoneNum05305272910
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregg R Frey
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-05T13:39:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VICKI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STROUD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$247,014
Liabilities
$29,082
Net assets
$217,932
Revenue
$109,716
Expenses
$34,481
Net income
$75,235
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