Civic Intelligence

Oak Park Rotary House Foundation

990EZ • Fiscal year 2018 • EIN 20-4813031

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 08, 2018

Organization ProfileN/A
546 LA Sierra DriveSacramento, CA 95864

(916) 646-5400

Siviq Scores

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

Liabilities / Assets

86th percentile

0.31x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

98th percentile

3.48x

Higher debt load relative to revenue than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

57th percentile

5.6%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$111,234

Up $5,933 (+5.6%) from 2017

Net Assets

Up

$76,236

Up $7,600 (+11%) from 2017

Liabilities

Down

$34,998

Down $1,667 (-4.5%) from 2017

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin89th percentile

Revenue

Up

$10,053

Up $1,538 (+18%) from 2017

Expenses

Down

$5,931

Down $3,031 (-34%) from 2017

Net Income

Up

$4,122

Up $4,569 (+1022%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$150K$100K$50K$0Assets 2013: $99,187Liabilities 2013: $43,3332013Assets 2016: $107,415Liabilities 2016: $38,332Net Assets 2016: $69,0832016Assets 2017: $105,301Liabilities 2017: $36,665Net Assets 2017: $68,6362017Assets 2018: $111,234Liabilities 2018: $34,998Net Assets 2018: $76,2362018Assets 2019: $112,274Liabilities 2019: $33,331Net Assets 2019: $78,9432019Assets 2020: $117,935Liabilities 2020: $31,664Net Assets 2020: $86,2712020Assets 2021: $131,950Liabilities 2021: $29,997Net Assets 2021: $101,9532021Assets 2022: $136,936Liabilities 2022: $28,330Net Assets 2022: $108,6062022Assets 2023: $143,864Liabilities 2023: $26,663Net Assets 2023: $117,2012023Assets 2024: $137,395Liabilities 2024: $24,996Net Assets 2024: $112,3992024

Highlighted filing

2018

Assets$111,234
Liabilities$34,998
Net Assets$76,236
Open 2018 Filing

Operations Trend

Revenue Growth71st percentile

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

$30K$20K$10K$0-$10KRevenue 2013: $1,000Expenses 2013: $2,641Net Income 2013: -$1,6412013Revenue 2016: $11,615Expenses 2016: $6,395Net Income 2016: $5,2202016Revenue 2017: $8,515Expenses 2017: $8,962Net Income 2017: -$4472017Revenue 2018: $10,053Expenses 2018: $5,931Net Income 2018: $4,1222018Revenue 2019: $8,578Expenses 2019: $5,871Net Income 2019: $2,7072019Revenue 2020: $14,224Expenses 2020: $6,896Net Income 2020: $7,3282020Revenue 2021: $21,824Expenses 2021: $6,142Net Income 2021: $15,6822021Revenue 2022: $14,697Expenses 2022: $8,044Net Income 2022: $6,6532022Revenue 2023: $16,154Expenses 2023: $7,557Net Income 2023: $8,5972023Revenue 2024: $8,897Expenses 2024: $11,150Net Income 2024: -$2,2532024

Highlighted filing

2018

Revenue$10,053
Expenses$5,931
Net Income$4,122
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 8, 2018
Return Version
2017v2.2
Gross Receipts
$10,053
Mission and Program Overview

Mission

To provide temporary housing for families with children receiving treatment at area hospitals.

Program Services

DescriptionGrantsExpenses
PROVIDE HOUSING FOR TERMINALLY ILL PATIENT'S FAMILIES AT UNIVERSITY OF CALIFORNIA CHILDRENS HOSPITAL AND SHRINERS HOSPITAL IN SACRAMENTO, CA.$5,931-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA NELSONPresident-$0--
LYNETTE ANDERSONSecretary-$0--
PHILLIP KOZYCZTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Oak Park Rotary House Foundation
EIN
20-4813031
Phone
9166465400
Address
546 LA SIERRA DRIVE, SACRAMENTO, CA 95864

Signing Officer

Name
Phillip Kozycz
Title
Treasurer
Signed
2018-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Pomares & Company LLP
Address
791 University Avenue, Sacramento, CA 95825-6708
Preparer
Robert P Deering Jr
Phone
9169293112
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $1296”

Other Expenses.1

“UTILITIES $2649”

Other Expenses.2

“PROPERTY TAXES $1271”

Other Expenses.3

“MAINTENANCE $715”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $36665 Secured Mortgages and Notes Payable - Ending $34998”

Raw XML Appendix147 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/PersonNm0TOM CAHILL
IRS990EZ/BooksInCareOfDetail/PhoneNum09169293112
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0546 LA SIERRA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095864
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0108779
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0111234
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08386
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04122
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0108779
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0111234
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt010053
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072114
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076236
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072114
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076236
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARTHA NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LYNETTE ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHILLIP KOZYCZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05931
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE TEMPORARY HOUSING FOR FAMILIES WITH CHILDREN RECEIVING TREATMENT AT AREA HOSPITALS.
IRS990EZ/ProgramServiceRevenueAmt01667
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE HOUSING FOR TERMINALLY ILL PATIENT'S FAMILIES AT UNIVERSITY OF CALIFORNIA CHILDRENS HOSPITAL AND SHRINERS HOSPITAL IN SACRAMENTO, CA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05931
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt036665
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt034998
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05931
IRS990EZ/TotalProgramServiceExpensesAmt05931
IRS990EZ/TotalRevenueAmt010053
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010053
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09948
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0-1
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0-1
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026847
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt026847
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010053
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt09948
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0-1
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0-1
IRS990ScheduleA/Total509Grp/TotalAmt026847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0-1
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0-1
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt026847
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UTILITIES $2649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROPERTY TAXES $1271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MAINTENANCE $715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Secured Mortgages and Notes Payable - Beginning $36665 Secured Mortgages and Notes Payable - Ending $34998
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1007
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILLIP KOZYCZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK PARK ROTARY HOUSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKP
ReturnHeader/Filer/EIN0204813031
ReturnHeader/Filer/PhoneNum09166465400
ReturnHeader/Filer/USAddress/AddressLine1Txt0546 LA SIERRA DRIVE
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095864
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941538492
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pomares & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0791 University Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958256708
ReturnHeader/PreparerPersonGrp/PhoneNum09169293112
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert P Deering Jr
ReturnHeader/ReturnTs02018-11-08T10:39:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,234
Liabilities
$34,998
Net assets
$76,236
Revenue
$10,053
Expenses
$5,931
Net income
$4,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.25$1.12$0.09$0.11$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.27$1.17$0.16$0.08$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.28$1.09$0.15$0.08$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.30$1.02$0.22$0.06$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.32$0.86$0.14$0.07$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.33$0.79$0.09$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.35$0.76$0.10$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.37$0.69$0.09$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.38$0.69$0.12$0.06$0.05
2013Summary only. Only limited summary data is available for this year.$0.99$0.43$0.01$0.03$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits