Civic Intelligence

Granite Bay Rotary Foundation

990EZ • Fiscal year 2015 • EIN 45-4562868

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 12, 2016

Organization ProfileN/A
PO Box 2233Granite Bay, CA 95746

(916) 757-6999

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

10th percentile

-39%

Higher net margin than 10% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-60%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$44,576

Down $5,778 (-11%) from 2014

Net Assets

$44,576

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Down

$14,969

Down $22,267 (-60%) from 2014

Expenses

Up

$20,747

Up $9,200 (+80%) from 2014

Net Income

Down

-$5,778

Down $31,467 (-122%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$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

2015

Assets$44,576
Liabilities-
Net Assets$44,576
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$14,969
Expenses$20,747
Net Income-$5,778
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 12, 2016
Return Version
2014v6.0
Gross Receipts
$44,632
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.

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.$12,326-
COMMUNITY PROGRAMS - THE FOUNDATION ACTIVELY PARTICIPATES IN COMMUNITY SERVICE PROJECTS INCLUDING SERVICES TO THE HOMELESS AND DISASTER RELIEF.$5,403-
YOUTH EXCHANGE & SCHOLARSHIP PROGRAMS - THE FOUNDATION ACTIVELY PARTICIPATES IN ROTARY INTERNATIONAL YOUTH EXCHANGE AND LOCAL YOUTH SCHOLARSHIP PROGRAMS FOR THE ADVANCEMENT OF YOUNG PEOPLE.$2,350-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER WORTHDirector-$0--
JAMES A YARROWSecretary-$0--
FRANK ALITreasurer-$0--
BILL KEEGANDirector-$0--
KENNETH MARTIDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$34,677$34,677$10,664$24,013
Total Events$34,677$34,677$29,663$5,014
Filing and Contact Details

Filer

Filer Name
Granite Bay Rotary Foundation
EIN
45-4562868
Phone
9167576999
Address
PO BOX 2233, GRANITE BAY, CA 95746

Signing Officer

Name
Frank Ali
Title
Treasurer
Signed
2016-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Eberhart & Company
Address
3400 Douglas Blvd Suite 290, Roseville, CA 95661
Preparer
Damon G Eberhart
Phone
9167839900
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $70”

Other Expenses.1

“COMMUNITY SERVICE $20079”

Other Expenses.2

“CREDIT CARD FEES $391”

Other Expenses.3

“FILING FEES $75”

Other Expenses.4

“OPERATIONS - FEES $50”

Other Expenses.5

“MISCELLANEOUS EXPENSE $7”

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BILL KEEGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KENNETH MARTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020672
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/ProgramServiceRevenueAmt07831
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHRISTMAS 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY PROGRAMS - THE FOUNDATION ACTIVELY PARTICIPATES IN COMMUNITY SERVICE PROJECTS INCLUDING SERVICES TO THE HOMELESS AND DISASTER RELIEF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02350
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112326
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25403
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029663
IRS990EZ/SpecialEventsNetIncomeLossAmt07133
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020747
IRS990EZ/TotalProgramServiceExpensesAmt020079
IRS990EZ/TotalRevenueAmt014969
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08401
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020211
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt036943
IRS990ScheduleA/TotalSupportAmt036958
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029663
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CRAB FEED
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt015684
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt015684
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010664
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03315
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY SERVICE $20079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD FEES $391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FILING FEES $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATIONS - FEES $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS EXPENSE $7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK ALI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRANITE BAY ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GRAN
ReturnHeader/Filer/EIN0454562868
ReturnHeader/Filer/PhoneNum09167576999
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2233
ReturnHeader/Filer/USAddress/CityNm0GRANITE BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095746
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03400 Douglas Blvd Suite 290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09167839900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAMON G EBERHART
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-12T15:05:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,576
Liabilities
-
Net assets
$44,576
Revenue
$14,969
Expenses
$20,747
Net income
-$5,778
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