Civic Intelligence

Auburn Rotary Community Fund

990 • Fiscal year 2017 • EIN 94-3018556

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

251 N Mcdaniel DriveAuburn, CA 95603

(530) 885-9587

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.5%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$433,074

Down $11,298 (-2.5%) from 2016

Net Assets

Down

$433,074

Down $11,298 (-2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$87,611

Down $11,127 (-11%) from 2016

Expenses

Up

$98,909

Up $9,342 (+10%) from 2016

Net Income

Down

-$11,298

Down $20,469 (-223%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $331,544Liabilities 2011: $0Net Assets 2011: $331,5442011Assets 2012: $340,569Liabilities 2012: $0Net Assets 2012: $340,5692012Assets 2013: $347,763Liabilities 2013: $0Net Assets 2013: $347,7632013Assets 2014: $364,700Liabilities 2014: $0Net Assets 2014: $364,7002014Assets 2015: $435,201Liabilities 2015: $0Net Assets 2015: $435,2012015Assets 2016: $444,372Liabilities 2016: $0Net Assets 2016: $444,3722016Assets 2017: $433,074Liabilities 2017: $0Net Assets 2017: $433,0742017Assets 2018: $449,685Liabilities 2018: $0Net Assets 2018: $449,6852018Assets 2019: $508,179Liabilities 2019: $0Net Assets 2019: $508,1792019Assets 2020: $542,500Liabilities 2020: $0Net Assets 2020: $542,5002020Assets 2021: $631,199Liabilities 2021: $0Net Assets 2021: $631,1992021Assets 2022: $738,529Liabilities 2022: $75,350Net Assets 2022: $663,1792022Assets 2023: $747,330Liabilities 2023: $114,522Net Assets 2023: $632,8082023Assets 2024: $810,513Liabilities 2024: $156,353Net Assets 2024: $654,1602024Assets 2025: $880,202Liabilities 2025: $163,258Net Assets 2025: $716,9442025

Highlighted filing

2017

Assets$433,074
Liabilities$0
Net Assets$433,074

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $52,918Expenses 2011: $57,465Net Income 2011: -$4,5472011Revenue 2012: $78,418Expenses 2012: $69,393Net Income 2012: $9,0252012Revenue 2013: $80,212Expenses 2013: $73,018Net Income 2013: $7,1942013Revenue 2014: $96,749Expenses 2014: $79,812Net Income 2014: $16,9372014Revenue 2015: $201,942Expenses 2015: $131,441Net Income 2015: $70,5012015Revenue 2016: $98,738Expenses 2016: $89,567Net Income 2016: $9,1712016Revenue 2017: $87,611Expenses 2017: $98,909Net Income 2017: -$11,2982017Revenue 2018: $101,168Expenses 2018: $84,557Net Income 2018: $16,6112018Revenue 2019: $134,271Expenses 2019: $75,777Net Income 2019: $58,4942019Revenue 2020: $109,033Expenses 2020: $74,712Net Income 2020: $34,3212020Revenue 2021: $100,403Expenses 2021: $49,029Net Income 2021: $51,3742021Revenue 2022: $103,555Expenses 2022: $71,575Net Income 2022: $31,9802022Revenue 2023: $97,078Expenses 2023: $127,449Net Income 2023: -$30,3712023Revenue 2024: $131,772Expenses 2024: $110,420Net Income 2024: $21,3522024Revenue 2025: $170,652Expenses 2025: $107,868Net Income 2025: $62,7842025

Highlighted filing

2017

Revenue$87,611
Expenses$98,909
Net Income-$11,298
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$87,611
Mission and Program Overview

Mission

Organized to provide exclusively charitable and scholarship support to the local community

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$322,707$298,238▼ $24,469
Savings and Temporary Cash Investments$121,665$134,836▲ $13,171
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$444,372$433,074▼ $11,298
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$418,693$433,074▲ $14,381
Temporarily Rstr Net Assets$25,679--
Total Net Assets Fund Balance$444,372$433,074▼ $11,298
Total Liabilities and Net Assets / Fund Balance$444,372$433,074▼ $11,298

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$55,008-▲ $1,938-$56,946
2015$42,346$5,000▲ $2,662-$55,008
2014$19,419$20,000▲ $2,927-$42,346
2013$15,978-▲ $3,441-$19,419
2012$11,057$2,200▲ $2,721-$15,978
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeff AmbrosiaPast President
Larry RolufsPresident
Chris PackardDirector
Lori TwardusDirector
Mike MedlinDirector
Scott ChristensenDirector
Steve GrundmeierDirector
Stuart SnyderDirector
Mark SmithSecretary
Bill JansenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$75,979
Program Service Revenue
$0
Investment Income
$11,632
Other Revenue
$0
All Other Contributions
$75,979
Change in Net Assets
$-11,298
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$91,405
Other Expenses$7,504
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$47,226--$47,226
Foreign Grants$25,679--$25,679
Grants to Domestic Individuals$18,500--$18,500
Fees for Service Investment Mgmnt Fees-$3,634-$3,634
Other Expenses$2,000--$2,000
Fees for Services Accounting-$1,870-$1,870
Total Functional Expenses$93,405$5,504$0$98,909
International Activity

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The finance committee of the board reviews the form 990 prior to the filing of the form.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Auburn Rotary Community Fund
EIN
94-3018556
Phone
5308859587
Address
251 N MCDANIEL DRIVE, AUBURN, CA 95603

Signing Officer

Name
Bill Jansen
Title
Treasurer
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
8
Independent Board Members
0
Employees
0

Preparer

Firm
Merrill Accountancy Corp
Address
1519 Lincoln Way, Auburn, CA 95603
Preparer
James M Merrill
Phone
5308853797
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0121665
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0134836
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt075979
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt086946
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0189526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt078666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt059750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0490867
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011632
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011792
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt012416
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011775
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018668
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt066283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011632
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011792
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012416
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011775
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018668
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt066283
IRS990ScheduleA/InvestmentIncomeCYPct00.11900
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88100
IRS990ScheduleA/PublicSupportTotal509Amt0490867
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075979
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086946
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0189526
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt078666
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt059750
IRS990ScheduleA/Total509Grp/TotalAmt0490867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt087611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt098738
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0201942
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt090441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt078418
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0557150
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt055008
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt056946
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01938
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt042346
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt055008
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt05000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02662
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt019419
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt020000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt042346
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02927
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt015978
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt019419
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03441
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt011057
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02200
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt015978
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02721
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt025679
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0WATER PROJECT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0KENYA
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/TotalOtherOrgCnt01
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt018500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FINANCE COMMITTEE OF THE BOARD REVIEWS THE FORM 990 PRIOR TO THE FILING OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY CLUB OF AUBURN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946013420
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C 4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ROTARY CLUB
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0251 N MCDANIEL DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0AUBURN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095603
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt065435
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF AUBURN
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0c

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.80$1.63$7.17$1.71$1.08$0.63
2024Summary only. Only limited summary data is available for this year.$8.11$1.56$6.54$1.32$1.10$0.21
2023Summary only. Only limited summary data is available for this year.$7.47$1.15$6.33$0.97$1.27$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.39$0.75$6.63$1.04$0.72$0.32
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.31$0.00$6.31$1.00$0.49$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.00$5.43$1.09$0.75$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.08$0.00$5.08$1.34$0.76$0.58
2018Summary only. Only limited summary data is available for this year.$4.50$0.00$4.50$1.01$0.85$0.17
2017Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.88$0.99$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.99$0.90$0.09
2015Summary only. Only limited summary data is available for this year.$4.35$0.00$4.35$2.02$1.31$0.71
2014Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.97$0.80$0.17
2013Summary only. Only limited summary data is available for this year.$3.48$0.00$3.48$0.80$0.73$0.07
2012Summary only. Only limited summary data is available for this year.$3.41$0.00$3.41$0.78$0.69$0.09
2011Summary only. Only limited summary data is available for this year.$3.32$0.00$3.32$0.53$0.57$0.05