Civic Intelligence

Granite Bay Rotary Foundation

990EZ • Fiscal year 2016 • EIN 45-4562868

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

51st percentile

3.5%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

51st percentile

1.9%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

60%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$45,424

Up $848 (+1.9%) from 2015

Net Assets

Up

$45,424

Up $848 (+1.9%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$23,895

Up $8,926 (+60%) from 2015

Expenses

Up

$23,047

Up $2,300 (+11%) from 2015

Net Income

Up

$848

Up $6,626 (+115%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$45,424
Liabilities-
Net Assets$45,424

Operations Trend

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

2016

Revenue$23,895
Expenses$23,047
Net Income$848
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.0
Gross Receipts
$60,254
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.$13,359-
COMMUNITY PROGRAMS - THE FOUNDATION ACTIVELY PARTICIPATES IN COMMUNITY SERVICE PROJECTS INCLUDING SERVICES TO THE HOMELESS AND DISASTER RELIEF.$3,865-
YOUTH EXCHANGE & SCHOLARSHIP PROGRAMS - THE FOUNDATION ACTIVELY PARTICIPATES IN ROTARY INTERNATIONAL YOUTH EXCHANGE AND LOCAL YOUTH SCHOLARSHIP PROGRAMS FOR THE ADVANCEMENT OF YOUNG PEOPLE.$3,340-
INTERNATIONAL SERVICE - THE FOUNDATION ACTIVELY PARTICIPATES IN INTERNATIONAL SERVICE PROJECTS INCLUDING DENTAL SERVICES TO UNDERDEVELOPED COUNTRIES.$2,003-
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$45,559$45,559$20,624$24,935
Total Events$45,559$45,559$36,339$9,220
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
2016-11-11
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.1

COMMUNITY SERVICE $22567

Other Expenses.2

SUPPLIES $308

Other Expenses.3

CREDIT CARD FEES $151

Other Expenses.4

FILING FEES $20

Other Expenses.5

OPERATIONS - FEES $1

Raw XML Appendix170 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY PROGRAMS - THE FOUNDATION ACTIVELY PARTICIPATES IN COMMUNITY SERVICE PROJECTS INCLUDING SERVICES TO THE HOMELESS AND DISASTER RELIEF.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY SERVICE $22567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPLIES $308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD FEES $151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FILING FEES $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATIONS - FEES $1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
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ReturnHeader/Filer/BusinessNameControlTxt0GRAN
ReturnHeader/Filer/EIN0454562868
ReturnHeader/Filer/PhoneNum09167576999
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ReturnHeader/Filer/USAddress/ZIPCd095746
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09167839900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAMON G EBERHART
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-11T14:10:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings