Civic Intelligence

Granite Bay Rotary Foundation

EIN 45-4562868 • 501(c)3 • Granite Bay, CA

Profile

To carry on and fund scholarships and charitable community and international services within the meaning of IRC section 501(c)3, and further in connection with the qualified purposes of Rotary International.

PO Box 2233Granite Bay, CA 95746

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

81st percentile

32%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

249%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$102,093

Up $24,971 (+32%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$102,093

Up $24,971 (+32%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$66,590

Up $47,505 (+249%) from 2022

Expenses

Up

$41,619

Up $18,302 (+78%) from 2022

Net Income

Up

$24,971

Up $29,203 (+690%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$150K$100K$50K$0Assets 2013: $24,665Liabilities 2013: $02013Assets 2014: $50,354Liabilities 2014: $02014Assets 2015: $44,576Net Assets 2015: $44,5762015Assets 2016: $45,424Net Assets 2016: $45,4242016Assets 2017: $58,693Liabilities 2017: $02017Assets 2018: $57,556Liabilities 2018: $02018Assets 2019: $47,984Liabilities 2019: $02019Assets 2020: $91,114Net Assets 2020: $91,1142020Assets 2021: $81,354Net Assets 2021: $81,3542021Assets 2022: $77,122Net Assets 2022: $77,1222022Assets 2023: $102,093Net Assets 2023: $102,0932023

Highlighted filing

2023

Assets$102,093
Liabilities-
Net Assets$102,093
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2013: $31,314Expenses 2013: $33,186Net Income 2013: -$1,8722013Revenue 2014: $37,236Expenses 2014: $11,547Net Income 2014: $25,6892014Revenue 2015: $14,969Expenses 2015: $20,747Net Income 2015: -$5,7782015Revenue 2016: $23,895Expenses 2016: $23,047Net Income 2016: $8482016Revenue 2017: $36,027Expenses 2017: $22,758Net Income 2017: $13,2692017Revenue 2018: $30,519Expenses 2018: $31,656Net Income 2018: -$1,1372018Revenue 2019: $24,873Expenses 2019: $34,445Net Income 2019: -$9,5722019Revenue 2020: $64,087Expenses 2020: $20,957Net Income 2020: $43,1302020Revenue 2021: $2,394Expenses 2021: $12,154Net Income 2021: -$9,7602021Revenue 2022: $19,085Expenses 2022: $23,317Net Income 2022: -$4,2322022Revenue 2023: $66,590Expenses 2023: $41,619Net Income 2023: $24,9712023

Highlighted filing

2023

Revenue$66,590
Expenses$41,619
Net Income$24,971
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,093
Liabilities
-
Net assets
$102,093
Revenue
$66,590
Expenses
$41,619
Net income
$24,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.67$0.42$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.19$0.23$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.02$0.12$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.64$0.21$0.43
2019Summary only. Only limited summary data is available for this year.$0.48$0.00$0.25$0.34$0.10
2018Summary only. Only limited summary data is available for this year.$0.58$0.00$0.31$0.32$0.01
2017Summary only. Only limited summary data is available for this year.$0.59$0.00$0.36$0.23$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.24$0.23$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.15$0.21$0.06
2014Summary only. Only limited summary data is available for this year.$0.50$0.00$0.37$0.12$0.26
2013Summary only. Only limited summary data is available for this year.$0.25$0.00$0.31$0.33$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 14, 2023
Return Version
2022v5.0
Gross Receipts
$66,590
Mission and Program Overview

Mission

To carry on and fund scholarships and charitable community and international services within the meaning of irc section 501(c)(3), and further in connection with the qualified purposes of rotary international.

To carry on and fund scholarships and charitable community and international services within the meaning of IRC section 501(c)3, and further in connection with the qualified purposes of Rotary International.

Program Services

DescriptionGrantsExpenses
Christmas baskets - the foundation receives a list of needy families from local school districts. The baskets contain a holiday meal, presents, and gift certificates for shoes.-$18,168
Community programs - the foundation actively participates in community service projects including services to the homeless and disaster relief.-$9,057
International service - the foundation actively participates in international; service projects including water, delivery and dental services to underdeveloped countries.-$7,525
Youth exchange & scholarship programs - the foundation actively participates in rotary international youth exchange and local youth scholarship for the advancement of youth people.-$6,866
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER WORTHPresident-$0--
THOMAS GIBBSTreasurer-$0--
HOLLI TAMASSecretary-$0--
MIKE BAKERBoard Member-$0--
GEORGENE WATERMANBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Granite Bay Rotary Foundation
EIN
45-4562868
Address
PO BOX 2233, GRANITE BAY, CA 95746

Signing Officer

Name
Thomas Gibbs
Title
Treasurer
Signed
2023-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Nicholson & Olson CPAs
Address
729 Sunrise Avenue Suite 303, Roseville, CA 95661
Preparer
Charles A Nicholson
Phone
9167867997
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Community servises $40419”

Other Expenses.2

“FILING FEES $100”

Raw XML Appendix163 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/OfficerDirectorTrusteeEmplGrp/PersonNm0PETER WORTH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040519
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt050
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community programs - the foundation actively participates in community service projects including services to the homeless and disaster relief.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2International service - the foundation actively participates in international; service projects including water, delivery and dental services to underdeveloped countries.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Youth exchange & scholarship programs - the foundation actively participates in rotary international youth exchange and local youth scholarship for the advancement of youth people.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018168
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19057
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27525
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt36866
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TotalExpensesAmt041619
IRS990EZ/TotalProgramServiceExpensesAmt041616
IRS990EZ/TotalRevenueAmt066590
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0500
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt050090
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt066590
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0500
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY SERVISES $40419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FILING FEES $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS GIBBS
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ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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