Civic Intelligence

Dixon Rotary Foundation Inc.

990EZ • Fiscal year 2021 • EIN 01-0858279

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization ProfileN/A
PO Box 181Dixon, CA 95620

(707) 678-5191

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

31st percentile

-3.3%

Higher net margin than 31% 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

37th percentile

-1.2%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

13th percentile

-60%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$62,476

Down $751 (-1.2%) from 2020

Net Assets

Down

$62,476

Down $751 (-1.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin31st percentile

Revenue

Down

$22,845

Down $33,807 (-60%) from 2020

Expenses

Down

$23,596

Down $21,985 (-48%) from 2020

Net Income

Down

-$751

Down $11,822 (-107%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$150K$100K$50K$0Assets 2011: $35,760Liabilities 2011: $3,6452011Assets 2012: $39,773Liabilities 2012: $02012Assets 2013: $32,656Liabilities 2013: $02013Assets 2014: $36,497Liabilities 2014: $02014Assets 2015: $43,265Liabilities 2015: $0Net Assets 2015: $43,2652015Assets 2016: $43,198Liabilities 2016: $0Net Assets 2016: $43,1982016Assets 2017: $50,564Liabilities 2017: $0Net Assets 2017: $50,5642017Assets 2018: $55,908Liabilities 2018: $1,650Net Assets 2018: $54,2582018Assets 2019: $53,805Liabilities 2019: $1,650Net Assets 2019: $52,1552019Assets 2020: $63,227Liabilities 2020: $0Net Assets 2020: $63,2272020Assets 2021: $62,476Liabilities 2021: $0Net Assets 2021: $62,4762021Assets 2022: $51,191Liabilities 2022: $0Net Assets 2022: $51,1912022Assets 2023: $58,621Liabilities 2023: $5,000Net Assets 2023: $53,6212023Assets 2024: $108,519Net Assets 2024: $108,5192024

Highlighted filing

2021

Assets$62,476
Liabilities$0
Net Assets$62,476
Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $31,657Expenses 2011: $26,938Net Income 2011: $4,7192011Revenue 2012: $45,050Expenses 2012: $37,392Net Income 2012: $7,6582012Revenue 2013: $48,057Expenses 2013: $55,174Net Income 2013: -$7,1172013Revenue 2014: $41,445Expenses 2014: $37,604Net Income 2014: $3,8412014Revenue 2015: $38,931Expenses 2015: $32,163Net Income 2015: $6,7682015Revenue 2016: $39,607Expenses 2016: $48,766Net Income 2016: -$9,1592016Revenue 2017: $50,603Expenses 2017: $43,237Net Income 2017: $7,3662017Revenue 2018: $61,824Expenses 2018: $58,130Net Income 2018: $3,6942018Revenue 2019: $47,468Expenses 2019: $49,571Net Income 2019: -$2,1032019Revenue 2020: $56,652Expenses 2020: $45,581Net Income 2020: $11,0712020Revenue 2021: $22,845Expenses 2021: $23,596Net Income 2021: -$7512021Revenue 2022: $38,350Expenses 2022: $49,635Net Income 2022: -$11,2852022Revenue 2023: $31,963Expenses 2023: $29,533Net Income 2023: $2,4302023Revenue 2024: $66,414Expenses 2024: $45,746Net Income 2024: $20,6682024

Highlighted filing

2021

Revenue$22,845
Expenses$23,596
Net Income-$751
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.0
Gross Receipts
$28,379
Mission and Program Overview

Mission

To support local educational activities & students, other local charities, and to provide relief of those in need locally, regionally, nationally & internationally.

Program Services

DescriptionGrantsExpenses
FUNDING OF VARIOUS MATTERS RELATED TO THE DIXON UNIFIED SCHOOL DISTRICT, INCLUDING SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS, AND LUNCEON GREETING NEW TEACHERS TO THE DISTRICT$14,000-
SUPPORT OF LOCAL ACTIVITES IN DIXON, CALIFORNIA, INCLUDING THE CITY, CHAMBER OF COMMERCE, SENIORS, DIXON FAMILY SERVICES, VETERANS, TOYS FOR TOTS, AND OTHERS$6,443-
SUPPORT OF ACTIVITIES RELATED TO ROATARY INTERNATIONAL INCLUDING LOCAL ROTARY INTERACT CLUB, PAUL HARRIS FELLOWS AND POLIO PLUS$100-
SUPPORT OF ACTIVITIES IN ROTARY DISTRICT 5160, INCLUDING LEADERSHIP CAMP FOR HIGH SCHOOL SENIORS (CAMP ROYAL)AND DINNER HONORING FIRST RESPONDERS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marc MonachelloPresidentPT$0--
Donna JanischSecretaryPT$0--
Janice BeamanTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Dixon Rotary Foundation Inc
EIN
01-0858279
Phone
7076785191
Address
PO Box 181, Dixon, CA 95620

Signing Officer

Name
Janice Beaman
Title
Treasurer
Signed
2022-05-13
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Program Service Expenses $20543”

Other Expenses.2

“GENERAL AND ADMIN $3053”

Raw XML Appendix145 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/PhoneNum07076785191
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 181
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Dixon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095620
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063227
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IRS990EZ/EngagedInExcessBenefitTransInd0false
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IRS990EZ/FundraisingGrossIncomeAmt09754
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063227
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Marc Monachello
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Janice Beaman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023596
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT LOCAL EDUCATIONAL ACTIVITIES & STUDENTS, OTHER LOCAL CHARITIES, AND TO PROVIDE RELIEF OF THOSE IN NEED LOCALLY, REGIONALLY, NATIONALLY & INTERNATIONALLY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF LOCAL ACTIVITES IN DIXON, CALIFORNIA, INCLUDING THE CITY, CHAMBER OF COMMERCE, SENIORS, DIXON FAMILY SERVICES, VETERANS, TOYS FOR TOTS, AND OTHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDING OF VARIOUS MATTERS RELATED TO THE DIXON UNIFIED SCHOOL DISTRICT, INCLUDING SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS, AND LUNCEON GREETING NEW TEACHERS TO THE DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT OF ACTIVITIES IN ROTARY DISTRICT 5160, INCLUDING LEADERSHIP CAMP FOR HIGH SCHOOL SENIORS (CAMP ROYAL)AND DINNER HONORING FIRST RESPONDERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SUPPORT OF ACTIVITIES RELATED TO ROATARY INTERNATIONAL INCLUDING LOCAL ROTARY INTERACT CLUB, PAUL HARRIS FELLOWS AND POLIO PLUS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06443
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt114000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05534
IRS990EZ/SpecialEventsNetIncomeLossAmt04220
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt023596
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IRS990EZ/TotalRevenueAmt022845
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018692
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt084846
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt09754
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt083498
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt081122
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt083456
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt076183
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0334013
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0418859
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089688
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0107679
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt090923
IRS990ScheduleA/Total509Grp/TotalAmt0418859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0102190
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt089688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0107679
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt090923
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0418859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses $20543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GENERAL AND ADMIN $3053
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Janice Beaman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dixon Rotary Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0DIXO
ReturnHeader/Filer/EIN0010858279
ReturnHeader/Filer/PhoneNum07076785191
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 181
ReturnHeader/Filer/USAddress/CityNm0Dixon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095620
ReturnHeader/ReturnTs02022-05-13T10:01:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Janice
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Beaman
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
$62,476
Liabilities
$0
Net assets
$62,476
Revenue
$22,845
Expenses
$23,596
Net income
-$751
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.66$0.46$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.05$0.54$0.32$0.30$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.38$0.50$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.23$0.24$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.57$0.46$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.02$0.52$0.47$0.50$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.02$0.54$0.62$0.58$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.51$0.43$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.40$0.49$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.39$0.32$0.07
2014Summary only. Only limited summary data is available for this year.$0.36$0.00$0.41$0.38$0.04
2013Summary only. Only limited summary data is available for this year.$0.33$0.00$0.48$0.55$0.07
2012Summary only. Only limited summary data is available for this year.$0.40$0.00$0.45$0.37$0.08
2011Summary only. Only limited summary data is available for this year.$0.36$0.04$0.32$0.27$0.05