Civic Intelligence

Rocklin Educational Excellence Foundation

990EZ • Fiscal year 2025 • EIN 26-3774416

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 12, 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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

47th percentile

1.9%

Higher net margin than 47% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

47th percentile

0.6%

Faster asset growth than 47% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

79th percentile

33%

Faster revenue growth than 79% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$335,040

Up $2,081 (+0.6%) from 2024

Net Assets

Up

$335,040

Up $2,081 (+0.6%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin47th percentile

Revenue

Up

$109,043

Up $26,931 (+33%) from 2024

Expenses

Up

$106,962

Up $76,025 (+246%) from 2024

Net Income

Down

$2,081

Down $49,094 (-96%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2025

Assets$335,040
Liabilities-
Net Assets$335,040
Open 2025 Filing

Operations Trend

Revenue Growth79th percentile

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

2025

Revenue$109,043
Expenses$106,962
Net Income$2,081
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$109,793
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
Technology upgrades in classrooms, including furniture for the students with special needs-$77,231
Safe and Structured After School Childcare-$10,736
Educational programs not included in normal school curriculum incluidng anit-bulling programs--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alex WrightVice President-$0--
KEN BROADWAYSecretary-$0--
Lisa LoschiavoPresident-$0--
Cyndy SilvaTreasurer-$0--
Erine BurridgeAsst Treasurer-$0--
Ann BouchardBoard Member-$0--
Katie WestBoard Member-$0--
John ReedyBoard Member-$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
Erine Burridge
Title
Treasurer
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
MK2 Tax and Accounting Services Inc
Address
5505 Whitney Blvd Ste 6G, Rocklin, CA 95677
Preparer
Jay M Lang
Phone
9164963800
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: $77231”

Grants and Similar Amounts Paid In Excess of $5,000.5

“| Donee's Name: Scholarships | Donee's Address: 2615 SIERRA MEADOWS DR Rocklin CA 95677 | Cash Amount Given: $11000”

Other Expenses.1001

“Advertising and Promotion $4700”

Other Expenses.1002

“Office Expenses $1275”

Other Expenses.1012

“Insurance $12156”

Other Assets.1007

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

Raw XML Appendix166 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/USAddress/CityNm0Rocklin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095677
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0268959
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt02081
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt0109793
IRS990EZ/InfoInScheduleOPartIIInd0X
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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/PersonNm0Alex Wright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEN BROADWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa Loschiavo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Cyndy Silva
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Erine Burridge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ann Bouchard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Katie West
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7John Reedy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Asst Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt064000
IRS990EZ/OtherExpensesTotalAmt018131
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/ProgramServiceRevenueAmt099000
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/ProgramServiceExpensesAmt010736
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt177231
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0750
IRS990EZ/SpecialEventsNetIncomeLossAmt0-750
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0106962
IRS990EZ/TotalProgramServiceExpensesAmt087967
IRS990EZ/TotalRevenueAmt0109043
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0118800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt079200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0203005
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0203005
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt055
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0118800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04950
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt079200
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0203005
IRS990ScheduleA/TotalSupportAmt0203005
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: $77231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Scholarships | Donee's Address: 2615 SIERRA MEADOWS DR Rocklin CA 95677 | Cash Amount Given: $11000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $4700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $1275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $12156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Receivables-Officers, Directors, Etc. - Beginning $64000 Receivables-Officers, Directors, Etc. - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1007
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Erine Burridge
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
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/AddressLine1Txt05505 Whitney Blvd Ste 6G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rocklin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095677
ReturnHeader/PreparerPersonGrp/PhoneNum09164963800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jay M Lang
ReturnHeader/ReturnTs02025-11-12T10:09:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$335,040
Liabilities
-
Net assets
$335,040
Revenue
$109,043
Expenses
$106,962
Net income
$2,081
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