Civic Intelligence

Granite Bay Rotary Foundation

990EZ • Fiscal year 2021 • EIN 45-4562868

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

3rd percentile

-408%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

25th percentile

-11%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

3rd percentile

-96%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$81,354

Down $9,760 (-11%) from 2020

Net Assets

Down

$81,354

Down $9,760 (-11%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$2,394

Down $61,693 (-96%) from 2020

Expenses

Down

$12,154

Down $8,803 (-42%) from 2020

Net Income

Down

-$9,760

Down $52,890 (-123%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2021

Assets$81,354
Liabilities-
Net Assets$81,354
Open 2021 Filing

Operations Trend

Revenue Growth3rd 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

2021

Revenue$2,394
Expenses$12,154
Net Income-$9,760
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$2,501
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
COMMUNITY PROGRAMS - THE FOUNDATION ACTIVELY PARTICIPATES IN COMMUNITY SERVICE PROJECTS INCLUDING SERVICES TO THE HOMELESS AND DISASTER RELIEF.$4,936-
YOUTH EXCHANGE & SCHOLARSHIP PROGRAMS - THE FOUNDATION ACTIVELY PARTICIPATES IN ROTARY INTERNATIONAL YOUTH EXCHANGE AND LOCAL YOUTH SCHOLARSHIP PROGRAMS FOR THE ADVANCEMENT OF YOUNG PEOPLE.$3,750-
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.$3,368-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER WORTHPresident-$0--
MIKE BAKERDirector-$0--
GEORGENE WATERMANTreasurer-$0--
WILLIAM KEEGANDirector-$0--
MICHAEL CALVERTSecretary-$0--
PATRICK HASSNADirector-$0--
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
Georgene Waterman
Title
Treasurer
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Freddi Eberhart & Associates Inc
Address
2237 Douglas Blvd Ste 120, Roseville, CA 95661
Preparer
Damon G Eberhart
Phone
9165802120
Supplemental Narrative

Additional Explanations

Other Expenses.1

“COMMUNITY SERVICE $12054”

Other Expenses.2

“FILING FEES $100”

Raw XML Appendix158 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/PersonNm3WILLIAM KEEGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL CALVERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PATRICK HASSNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012154
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/ProgramServiceRevenueAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0YOUTH EXCHANGE & SCHOLARSHIP PROGRAMS - THE FOUNDATION ACTIVELY PARTICIPATES IN ROTARY INTERNATIONAL YOUTH EXCHANGE AND LOCAL YOUTH SCHOLARSHIP PROGRAMS FOR THE ADVANCEMENT OF YOUNG PEOPLE.
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/GrantsAndAllocationsAmt03750
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13368
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24936
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0107
IRS990EZ/SpecialEventsNetIncomeLossAmt0-107
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012154
IRS990EZ/TotalProgramServiceExpensesAmt012054
IRS990EZ/TotalRevenueAmt02394
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021866
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt088435
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt021
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt088435
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02500
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY SERVICE $12054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FILING FEES $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
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ReturnHeader/Filer/PhoneNum09167576999
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ReturnHeader/PreparerPersonGrp/PhoneNum09165802120
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ReturnHeader/ReturnTs02021-11-15T15:01:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEORGENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WATERMAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$81,354
Liabilities
-
Net assets
$81,354
Revenue
$2,394
Expenses
$12,154
Net income
-$9,760
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