Civic Intelligence

Rotary Club of Healdsburg

EIN 94-6104900 • 501(c)4 • Healdsburg, CA

Profile

Promotion of social welfare

Post Office Box 671Healdsburg, CA 95448

www.healdsburgrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

42nd percentile

-1.7%

Higher net margin than 42% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

35th percentile

-11%

Faster asset growth than 35% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

40th percentile

-8.2%

Faster revenue growth than 40% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$18,856

Down $2,243 (-11%) from 2024

Liabilities

Down

$546

Down $3,222 (-86%) from 2024

Net Assets

Up

$18,310

Up $979 (+5.6%) from 2024

Operations
Liabilities / Revenue65th percentileNet Margin42nd percentile

Revenue

Down

$90,248

Down $8,034 (-8.2%) from 2024

Expenses

Down

$91,777

Down $14,575 (-14%) from 2024

Net Income

Up

-$1,529

Up $6,541 (+81%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2012: $24,044Liabilities 2012: $02012Assets 2013: $37,298Liabilities 2013: $556Net Assets 2013: $36,7422013Assets 2014: $36,661Net Assets 2014: $36,6612014Assets 2015: $45,866Liabilities 2015: $275Net Assets 2015: $45,5912015Assets 2016: $50,297Liabilities 2016: $7,282Net Assets 2016: $43,0152016Assets 2017: $73,675Liabilities 2017: $0Net Assets 2017: $73,6752017Assets 2018: $77,253Liabilities 2018: $5,3672018Assets 2019: $180,597Liabilities 2019: $11,149Net Assets 2019: $169,4482019Assets 2020: $58,555Liabilities 2020: $7,362Net Assets 2020: $51,1932020Assets 2021: $35,443Liabilities 2021: $4,546Net Assets 2021: $30,8972021Assets 2022: $27,860Liabilities 2022: $1,919Net Assets 2022: $25,9412022Assets 2023: $28,113Liabilities 2023: $179Net Assets 2023: $27,9342023Assets 2024: $21,099Liabilities 2024: $3,768Net Assets 2024: $17,3312024Assets 2025: $18,856Liabilities 2025: $546Net Assets 2025: $18,3102025

Highlighted filing

2025

Assets$18,856
Liabilities$546
Net Assets$18,310
Open 2025 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2012: $126,287Expenses 2012: $138,246Net Income 2012: -$11,9592012Revenue 2013: $129,837Expenses 2013: $120,055Net Income 2013: $9,7822013Revenue 2014: $143,975Expenses 2014: $144,056Net Income 2014: -$812014Revenue 2015: $145,283Expenses 2015: $130,106Net Income 2015: $15,1772015Revenue 2016: $158,940Expenses 2016: $161,516Net Income 2016: -$2,5762016Revenue 2017: $183,889Expenses 2017: $157,224Net Income 2017: $26,6652017Revenue 2018: $153,613Expenses 2018: $158,083Net Income 2018: -$4,4702018Revenue 2019: $159,649Expenses 2019: $152,424Net Income 2019: $7,2252019Revenue 2020: $148,178Expenses 2020: $175,233Net Income 2020: -$27,0552020Revenue 2021: $56,038Expenses 2021: $85,105Net Income 2021: -$29,0672021Revenue 2022: $69,333Expenses 2022: $71,444Net Income 2022: -$2,1112022Revenue 2023: $79,308Expenses 2023: $93,693Net Income 2023: -$14,3852023Revenue 2024: $98,282Expenses 2024: $106,352Net Income 2024: -$8,0702024Revenue 2025: $90,248Expenses 2025: $91,777Net Income 2025: -$1,5292025

Highlighted filing

2025

Revenue$90,248
Expenses$91,777
Net Income-$1,529
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,856
Liabilities
$546
Net assets
$18,310
Revenue
$90,248
Expenses
$91,777
Net income
-$1,529
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.19$0.01$0.18$0.90$0.92$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.04$0.17$0.98$1.06$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.79$0.94$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.02$0.26$0.69$0.71$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.05$0.31$0.56$0.85$0.29
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.07$0.51$1.48$1.75$0.27
2019Detailed filing. Detailed filing data is available for this year.$1.81$0.11$1.69$1.60$1.52$0.07
2018Summary only. Only limited summary data is available for this year.$0.77$0.05$1.54$1.58$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.84$1.57$0.27
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.07$0.43$1.59$1.62$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$1.45$1.30$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.37$1.44$1.44$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.01$0.37$1.30$1.20$0.10
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$1.26$1.38$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$91,318
Mission and Program Overview

Mission

Promotion of social welfare

Program Services

DescriptionGrantsExpenses
Crab Feast and Auction Our club was asked to do the event management. Event duties were financial and auction accounting, solicitation and collection of donations, publicity for the event, sale of tickets, processing and collection of payments, disbursement of auction winnings, donations and dinner preparation. Our grants and donations follow our charitable non-profit status and are guided by the Rotary International Constitution. Our club has autonomy to direct grants to various groups in our community as well as internationally. Our projects impacted at least 15,000 people in our local community and 500 internationally.-$91,615
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kellie LarsonDirectorPT$0--
Jim ManlyTreasurerPT$0--
Douglas GarrettSecretaryPT$0--
James WestfallPresidentPT$0--
Jaime CampoverdeDirectorPT$0--
Paul FrechetteDirectorPT$0--
Richard CochranDirectorPT$0--
Graham FreemanDirectorPT$0--
Andy ElkindDirectorPT$0--
Dave HendersonDirectorPT$0--
Jean HerschedePresidentPT$0--
Cathy KingDirectorPT$0--
Tim MannDirectorPT$0--
Don MitchellDirectorPT$0--
Norman FujitaDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Healdsburg
EIN
94-6104900
Phone
7074730838
Address
Post Office Box 671, Healdsburg, CA 95448

Signing Officer

Name
Dick Bertapelle
Title
Treasurer
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Goranson Tax and Consulting Inc
Address
403 Chinn Street, Santa Rosa, CA 95404
Preparer
Blake Gunter
Phone
7075421256
Supplemental Narrative

Additional Explanations

Other Expenses.1

“club service $80363”

Other Expenses.2

“Community Service $4560”

Other Expenses.3

“Other business expenses $3610”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $3768 Accounts Payable and Accrued Expenses - Ending $546”

Raw XML Appendix163 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/PersonNm0Mark Decker
IRS990EZ/BooksInCareOfDetail/PhoneNum07074730838
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Post Office Box 671
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Healdsburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095448
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021099
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018856
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032572
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1529
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03244
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021099
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018856
IRS990EZ/FundraisingGrossIncomeAmt013026
IRS990EZ/GrossReceiptsAmt091318
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InvestmentIncomeAmt051
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017331
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018310
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017331
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt105.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt135.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt145.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kellie Larson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jim Manly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Douglas Garrett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3James Westfall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jaime Campoverde
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Paul Frechette
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Richard Cochran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Graham Freeman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Andy Elkind
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Dave Henderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jean Herschede
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Cathy King
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Tim Mann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Don Mitchell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Norman Fujita
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt02508
IRS990EZ/OtherExpensesTotalAmt088533
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF SOCIAL WELFARE
IRS990EZ/ProgramServiceRevenueAmt045669
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Crab Feast and Auction Our club was asked to do the event management. Event duties were financial and auction accounting, solicitation and collection of donations, publicity for the event, sale of tickets, processing and collection of payments, disbursement of auction winnings, donations and dinner preparation. Our grants and donations follow our charitable non-profit status and are guided by the Rotary International Constitution. Our club has autonomy to direct grants to various groups in our community as well as internationally. Our projects impacted at least 15,000 people in our local community and 500 internationally.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt091615
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01070
IRS990EZ/SpecialEventsNetIncomeLossAmt011956
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03768
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0546
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt091777
IRS990EZ/TotalProgramServiceExpensesAmt091615
IRS990EZ/TotalRevenueAmt090248
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.healdsburgrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0club service $80363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Community Service $4560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other business expenses $3610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Payable and Accrued Expenses - Beginning $3768 Accounts Payable and Accrued Expenses - Ending $546
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1001
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dick Bertapelle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Healdsburg
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0946104900
ReturnHeader/Filer/PhoneNum07074730838
ReturnHeader/Filer/USAddress/AddressLine1Txt0Post Office Box 671
ReturnHeader/Filer/USAddress/CityNm0Healdsburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095448
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873976308
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goranson Tax and Consulting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0403 Chinn Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Rosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095404
ReturnHeader/PreparerPersonGrp/PhoneNum07075421256
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Blake Gunter
ReturnHeader/ReturnTs02025-11-13T11:32:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.