Civic Intelligence

Rocklin Educational Excellence Foundation

990EZ • Fiscal year 2024 • EIN 26-3774416

Jul 01, 2023 to Jun 30, 2024 • Filed on May 13, 2025

Organization ProfileN/A
2615 Sierra Meadows DrRocklin, CA 95677

(916) 624-2428

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$332,959

Up $214,800 (+182%) from 2016

Net Assets

Up

$332,959

Up $214,800 (+182%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Down

$82,112

Down $6,988 (-7.8%) from 2016

Expenses

Up

$30,937

Up $13,157 (+74%) from 2016

Net Income

Down

$51,175

Down $20,145 (-28%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2016: $118,159Net Assets 2016: $118,1592016Assets 2024: $332,959Net Assets 2024: $332,9592024Assets 2025: $335,040Net Assets 2025: $335,0402025

Highlighted filing

2024

Assets$332,959
Liabilities-
Net Assets$332,959
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2016: $89,100Expenses 2016: $17,780Net Income 2016: $71,3202016Revenue 2024: $82,112Expenses 2024: $30,937Net Income 2024: $51,1752024Revenue 2025: $109,043Expenses 2025: $106,962Net Income 2025: $2,0812025

Highlighted filing

2024

Revenue$82,112
Expenses$30,937
Net Income$51,175
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$82,112
Mission and Program Overview

Mission

The rocklin educational excellence foundation provides financial and community resources to the schools of the rocklin unified school district to enhance and promote educational excellence.

Program Services

DescriptionGrantsExpenses
Safe and Structured After School Childcare-$1,188
Technology upgrades in classrooms, including furniture for the students with special needs-$1,188
Educational programs not included in normal school curriculum incluidng anit-bulling programs-$1,188
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAMILLE MABENPresidentPT$0--
KEN BROADWAYSecretary-$0--
LISA LOSCHIAVOTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rocklin Educational Excellence
EIN
26-3774416
Phone
9166242428
Address
2615 Sierra Meadows Dr, Rocklin, CA 95677

Signing Officer

Name
Lisa Loschiavo
Title
President
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
MK2 Tax and Accounting Services Inc
Address
5733 Bluffs Dr, Rocklin, CA 95765
Preparer
Jay Lang
Phone
9167963800
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Rocklin High Grants | Donee's Address: 2615 SIERRA MEADOWS DR ROCKLIN CA 95677 | Cash Amount Given: $10000”

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: Whitney High School | Donee's Address: 2615 SIERRA MEADOWS DR ROCKLIN CA 95677 | Cash Amount Given: $10000”

Other Expenses.1003

“Information Technology $2144”

Other Expenses.1012

“Insurance $1420”

Other Assets.1007

“Receivables-Officers, Directors, Etc. - Beginning $0 Receivables-Officers, Directors, Etc. - Ending $64000”

Raw XML Appendix143 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Lisa Loschiavo
IRS990EZ/BooksInCareOfDetail/PhoneNum09166242428
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02615 Sierra Meadows Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rocklin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095677
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0281784
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0268959
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt051175
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0525
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0281784
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0332959
IRS990EZ/FundraisingGrossIncomeAmt0224
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026848
IRS990EZ/GrossReceiptsAmt082112
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0281784
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0332959
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0281784
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0332959
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAMILLE MABEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEN BROADWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA LOSCHIAVO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt064000
IRS990EZ/OtherExpensesTotalAmt03564
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Rocklin Educational Excellence Foundation provides financial and community resources to the schools of the Rocklin Unified School District to enhance and promote educational excellence.
IRS990EZ/ProgramServiceRevenueAmt081888
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Safe and Structured After School Childcare
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Technology upgrades in classrooms, including furniture for the students with special needs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Educational programs not included in normal school curriculum incluidng anit-bulling programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01188
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11188
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21188
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt0224
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030937
IRS990EZ/TotalProgramServiceExpensesAmt03564
IRS990EZ/TotalRevenueAmt082112
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0118800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt079200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt049500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0252450
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0252450
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0118800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04950
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt079200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt049500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0252450
IRS990ScheduleA/TotalSupportAmt0252450
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Rocklin High Grants | Donee's Address: 2615 SIERRA MEADOWS DR ROCKLIN CA 95677 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Whitney High School | Donee's Address: 2615 SIERRA MEADOWS DR ROCKLIN CA 95677 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $2144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Receivables-Officers, Directors, Etc. - Beginning $0 Receivables-Officers, Directors, Etc. - Ending $64000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1007
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA LOSCHIAVO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rocklin Educational Excellence
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0263774416
ReturnHeader/Filer/PhoneNum09166242428
ReturnHeader/Filer/USAddress/AddressLine1Txt02615 Sierra Meadows Dr
ReturnHeader/Filer/USAddress/CityNm0Rocklin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095677
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0992975864
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MK2 Tax and Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05733 Bluffs Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rocklin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095765
ReturnHeader/PreparerPersonGrp/PhoneNum09167963800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jay Lang
ReturnHeader/ReturnTs02025-05-15T06:39:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$332,959
Liabilities
-
Net assets
$332,959
Revenue
$82,112
Expenses
$30,937
Net income
$51,175
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.35$3.35$1.09$1.07$0.02
2024Detailed filing. Detailed filing data is available for this year.$3.33$3.33$0.82$0.31$0.51
2016Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.89$0.18$0.71