Civic Intelligence

Rotary Memorial Scholastic Foundation Inc.

990EZ • Fiscal year 2014 • EIN 94-2897423

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 03, 2014

Organization ProfileN/A
1190 Civic Center Blvd95993

(530) 671-1550

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-41%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$471,909

Up $49,003 (+12%) from 2013

Net Assets

Up

$471,909

Up $49,003 (+12%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin85th percentile

Revenue

Down

$33,814

Down $23,480 (-41%) from 2013

Expenses

Up

$23,045

Up $4,010 (+21%) from 2013

Net Income

Down

$10,769

Down $27,490 (-72%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$600K$400K$200K$0Assets 2011: $363,437Liabilities 2011: $0Net Assets 2011: $363,4372011Assets 2012: $364,261Liabilities 2012: $0Net Assets 2012: $364,2612012Assets 2013: $422,906Liabilities 2013: $0Net Assets 2013: $422,9062013Assets 2014: $471,909Liabilities 2014: $0Net Assets 2014: $471,9092014Assets 2015: $463,745Liabilities 2015: $0Net Assets 2015: $463,7452015Assets 2016: $435,430Liabilities 2016: $0Net Assets 2016: $435,4302016Assets 2017: $484,134Liabilities 2017: $02017Assets 2018: $499,022Liabilities 2018: $0Net Assets 2018: $499,0222018Assets 2019: $489,459Liabilities 2019: $0Net Assets 2019: $489,4592019Assets 2020: $485,496Liabilities 2020: $0Net Assets 2020: $485,4962020Assets 2021: $438,833Net Assets 2021: $438,8332021Assets 2022: $498,442Net Assets 2022: $498,4422022Assets 2023: $492,360Net Assets 2023: $492,3602023Assets 2024: $480,557Liabilities 2024: $0Net Assets 2024: $480,5572024Assets 2025: $485,915Liabilities 2025: $0Net Assets 2025: $485,9152025

Highlighted filing

2014

Assets$471,909
Liabilities$0
Net Assets$471,909
Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

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

$100K$50K$0-$50KRevenue 2011: $24,551Expenses 2011: $11,599Net Income 2011: $12,9522011Revenue 2012: $25,436Expenses 2012: $27,763Net Income 2012: -$2,3272012Revenue 2013: $57,294Expenses 2013: $19,035Net Income 2013: $38,2592013Revenue 2014: $33,814Expenses 2014: $23,045Net Income 2014: $10,7692014Revenue 2015: $7,676Expenses 2015: $27,054Net Income 2015: -$19,3782015Revenue 2016: $18,552Expenses 2016: $23,500Net Income 2016: -$4,9482016Revenue 2017: $32,144Expenses 2017: $22,032Net Income 2017: $10,1122017Revenue 2018: $34,119Expenses 2018: $31,020Net Income 2018: $3,0992018Revenue 2019: $47,205Expenses 2019: $60,170Net Income 2019: -$12,9652019Revenue 2020: $24,903Expenses 2020: $1,134Net Income 2020: $23,7692020Revenue 2021: $65,135Expenses 2021: $100,000Net Income 2021: -$34,8652021Revenue 2022: $57,828Expenses 2022: $1,360Net Income 2022: $56,4682022Revenue 2023: $45,379Expenses 2023: $51,414Net Income 2023: -$6,0352023Revenue 2024: $39,676Expenses 2024: $51,479Net Income 2024: -$11,8032024Revenue 2025: $67,043Expenses 2025: $61,685Net Income 2025: $5,3582025

Highlighted filing

2014

Revenue$33,814
Expenses$23,045
Net Income$10,769
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 3, 2014
Return Version
2013v3.0
Gross Receipts
$33,814
Mission and Program Overview

Mission

Scholarships awarded for college and technical school assistance.

Scholarships awarded for college and technical school assistance

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS AWARDED FOR COLLEGE AND TECHNICAL SCHOOL ASSISTANCE.$23,000$23,045
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES BUCHANPresident-$0--
LISA DEL PEROSecretary-$0--
MARK A BOYERTreasurer-$0--
Filing and Contact Details

Filer

EIN
94-2897423
Phone
5306711550

Signing Officer

Name
James Buchan
Title
President
Phone
5306711550
Signed
2014-11-03
Discuss with paid preparer
Yes

Preparer

Preparer
Mark a Boyer
Phone
5306711550
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividend income. Amount: 13,014.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships. Grantee name: various. Grantee relationship: none. Property description: cash. Date of gift: 08/19/13. Amount given: 23,000.”

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

“Description: registration fees. Amount: 45.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain. Amount: 38,234.”

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

“Description: investments. Beg. Of year amount: 358,356. End of year amount: 409,603.”

Raw XML Appendix156 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10MARK A BOYER
IRS990EZ/BooksInCareOfDetail/PhoneNum05306711550
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101190 CIVIC CENTER BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/City0YUBA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095993
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064550
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062306
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt020800
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt010769
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0422906
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0471909
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023000
IRS990EZ/GrossReceiptsAmt033814
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt013014
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0422906
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0471909
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0422906
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0471909
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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/PersonNm0JAMES BUCHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA DEL PERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK A BOYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0358356
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0409603
IRS990EZ/OtherChangesInNetAssetsAmt038234
IRS990EZ/OtherExpensesTotalAmt045
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SCHOLARSHIPS AWARDED FOR COLLEGE AND TECHNICAL SCHOOL ASSISTANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AWARDED FOR COLLEGE AND TECHNICAL SCHOOL ASSISTANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023045
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt023045
IRS990EZ/TotalProgramServiceExpensesAmt023045
IRS990EZ/TotalRevenueAmt033814
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt047725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016588
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt022605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0123238
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09569
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09916
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07963
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010753
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt051215
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70640
IRS990ScheduleA/PublicSupportPY170Pct00.74840
IRS990ScheduleA/PublicSupportTotal170Amt0123238
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt047725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015520
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016588
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt022605
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0123238
IRS990ScheduleA/TotalSupportAmt0174453
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 13,014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/19/13. AMOUNT GIVEN: 23,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: REGISTRATION FEES. AMOUNT: 45.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN. AMOUNT: 38,234.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 358,356. END OF YEAR AMOUNT: 409,603.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BUCHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05306711550
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY MEMORIAL SCHOLASTIC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0942897423
ReturnHeader/Filer/PhoneNum05306711550
ReturnHeader/Filer/USAddress/AddressLine101190 CIVIC CENTER BLVD
ReturnHeader/Filer/USAddress/City0YUBA CITY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095993
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942222122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MATSON AND ISOM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101190 CIVIC CENTER BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0YUBA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095993
ReturnHeader/PreparerPersonGrp/PhoneNum05306711550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A BOYER
ReturnHeader/ReturnTs02014-11-05T17:58:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$471,909
Liabilities
$0
Net assets
$471,909
Revenue
$33,814
Expenses
$23,045
Net income
$10,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.67$0.62$0.05
2024Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.40$0.51$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.92$4.92$0.45$0.51$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.98$4.98$0.58$0.01$0.56
2021Detailed filing. Detailed filing data is available for this year.$4.39$4.39$0.65$1.00$0.35
2020Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.25$0.01$0.24
2019Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.47$0.60$0.13
2018Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.34$0.31$0.03
2017Summary only. Only limited summary data is available for this year.$4.84$0.00$0.32$0.22$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.19$0.24$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.08$0.27$0.19
2014Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.34$0.23$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$0.00$4.23$0.57$0.19$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$0.00$3.64$0.25$0.28$0.02
2011Summary only. Only limited summary data is available for this year.$3.63$0.00$3.63$0.25$0.12$0.13