Civic Intelligence

Kiwanis Club of Rocklin Foundation

EIN 27-1163897 • 501(c)3 • Rocklin, CA

Profile

BENEFIT SCHOOL CHILDREN

2351 Sunset Blvd 170-210Rocklin, CA 95765

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

2nd percentile

-1661%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

17th percentile

-62%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,341

Down $10,351 (-62%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$6,341

Down $10,351 (-62%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Up

$623

Up $4,466 (+116%) from 2020

Expenses

Up

$10,974

Up $387 (+3.7%) from 2020

Net Income

Up

-$10,351

Up $4,079 (+28%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$60K$40K$20K$0Assets 2012: $12,675Liabilities 2012: $0Net Assets 2012: $12,6752012Assets 2013: $10,684Liabilities 2013: $0Net Assets 2013: $10,6842013Assets 2014: $11,525Liabilities 2014: $0Net Assets 2014: $11,5252014Assets 2015: $10,794Liabilities 2015: $0Net Assets 2015: $10,7942015Assets 2016: $25,286Liabilities 2016: $0Net Assets 2016: $25,2862016Assets 2017: $41,942Liabilities 2017: $0Net Assets 2017: $41,9422017Assets 2018: $40,537Liabilities 2018: $0Net Assets 2018: $40,5372018Assets 2019: $31,122Liabilities 2019: $0Net Assets 2019: $31,1222019Assets 2020: $16,692Liabilities 2020: $0Net Assets 2020: $16,6922020Assets 2021: $6,341Net Assets 2021: $6,3412021

Highlighted filing

2021

Assets$6,341
Liabilities-
Net Assets$6,341
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2012: $23,056Expenses 2012: $22,568Net Income 2012: $4882012Revenue 2013: $20,006Expenses 2013: $21,997Net Income 2013: -$1,9912013Revenue 2014: $26,381Expenses 2014: $25,540Net Income 2014: $8412014Revenue 2015: $21,610Expenses 2015: $22,341Net Income 2015: -$7312015Revenue 2016: $28,636Expenses 2016: $14,144Net Income 2016: $14,4922016Revenue 2017: $33,699Expenses 2017: $18,842Net Income 2017: $14,8572017Revenue 2018: $15,752Expenses 2018: $16,790Net Income 2018: -$1,0382018Revenue 2019: $14,581Expenses 2019: $23,996Net Income 2019: -$9,4152019Revenue 2020: -$3,843Expenses 2020: $10,587Net Income 2020: -$14,4302020Revenue 2021: $623Expenses 2021: $10,974Net Income 2021: -$10,3512021

Highlighted filing

2021

Revenue$623
Expenses$10,974
Net Income-$10,351
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,341
Liabilities
-
Net assets
$6,341
Revenue
$623
Expenses
$10,974
Net income
-$10,351
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$6.34$6.34$0.62$11.0$10.4
2020Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$3.84$10.6$14.4
2019Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$14.6$24.0$9.42
2018Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$15.8$16.8$1.04
2017Detailed filing. Detailed filing data is available for this year.$41.9$0.00$41.9$33.7$18.8$14.9
2016Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$28.6$14.1$14.5
2015Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$21.6$22.3$0.73
2014Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$26.4$25.5$0.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$0.00$10.7$20.0$22.0$1.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.00$12.7$23.1$22.6$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Feb 28, 2022
Return Version
2020v4.0
Gross Receipts
$1,418
Mission and Program Overview

Mission

BENEFIT SCHOOL CHILDREN

Program Services

DescriptionGrantsExpenses
YOUTH SERVICES, SPONSORED PROGRAMS, COMMUNITY SERVICES$3,500-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN LOKEYDirector-$0--
MIKE POTTERDirector-$0--
MARIE STONEDirector-$0--
TOM KUBICKODirector-$0--
RON HARDERPresidentPT$0--
LESTER JOHNSONDirector-$0--
MADDIE JOHNSONDirector-$0--
RICHARD GINGERYPresidentPT$0--
LORI GINGERYTreasurerPT$0--
STEVE ROESecretaryPT$0--
NANY SHAVERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kiwanis Club of Rocklin Foundation
EIN
27-1163897
Address
2351 SUNSET BLVD 170-210, ROCKLIN, CA 95765

Signing Officer

Name
Lori Gingery
Title
Treasurer
Signed
2022-02-28
Discuss with paid preparer
Yes

Preparer

Firm
PSG Certified Public Accountants LLP
Address
9257 SIERRA COLLEGE BLVD STE B, ROSEVILLE, CA 95661
Preparer
Paul Lee CPA
Phone
9167913120
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $490”

Other Expenses.1002

“Office Expenses $4182”

Other Expenses.1

“Youth services $3500”

Other Expenses.2

“STORAGE UNIT RENT $2454”

Other Expenses.3

“Bank Charges $178”

Other Assets.1

“Deposits for future events - Beginning $2486 Deposits for future events - Ending $0”

Raw XML Appendix168 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/PersonNm0LORI GINGERY
IRS990EZ/BooksInCareOfDetail/PhoneNum09169608117
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06000 BARNSIDE PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROSEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095747
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014206
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06341
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10351
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0170
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016692
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IRS990EZ/FundraisingGrossIncomeAmt01418
IRS990EZ/GrossReceiptsAmt01418
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016692
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06341
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016692
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06341
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt88.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
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/PersonNm0KAREN LOKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIKE POTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIE STONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM KUBICKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RON HARDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LESTER JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MADDIE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RICHARD GINGERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LORI GINGERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9STEVE ROE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10NANY SHAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02486
IRS990EZ/OtherExpensesTotalAmt010804
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BENEFIT SCHOOL CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0YOUTH SERVICES, SPONSORED PROGRAMS, COMMUNITY SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0795
IRS990EZ/SpecialEventsNetIncomeLossAmt0623
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010974
IRS990EZ/TotalProgramServiceExpensesAmt03500
IRS990EZ/TotalRevenueAmt0623
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
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/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $4182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Youth services $3500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STORAGE UNIT RENT $2454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Charges $178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Deposits for future events - Beginning $2486 Deposits for future events - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI GINGERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KIWANIS CLUB OF ROCKLIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KIWA
ReturnHeader/Filer/EIN0271163897
ReturnHeader/Filer/USAddress/AddressLine1Txt02351 SUNSET BLVD 170-210
ReturnHeader/Filer/USAddress/CityNm0ROCKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095765
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463218852
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09257 SIERRA COLLEGE BLVD STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09167913120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Lee CPA
ReturnHeader/ReturnTs02022-02-28T15:52:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LORI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GINGERY
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

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