Civic Intelligence

Granite Bay Rotary Foundation

990EZ • Fiscal year 2020 • EIN 45-4562868

Jul 01, 2019 to Jun 30, 2020 • Filed on May 07, 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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

93rd percentile

67%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

87th percentile

90%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

158%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$91,114

Up $43,130 (+90%) from 2019

Net Assets

$91,114

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Up

$64,087

Up $39,214 (+158%) from 2019

Expenses

Down

$20,957

Down $13,488 (-39%) from 2019

Net Income

Up

$43,130

Up $52,702 (+551%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2020

Assets$91,114
Liabilities-
Net Assets$91,114
Open 2020 Filing

Operations Trend

Revenue Growth96th 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

2020

Revenue$64,087
Expenses$20,957
Net Income$43,130
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 7, 2021
Return Version
2019v5.0
Gross Receipts
$94,884
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.$16,370-
COMMUNITY PROGRAMS - THE FOUNDATION ACTIVELY PARTICIPATES IN COMMUNITY SERVICE PROJECTS INCLUDING SERVICES TO THE HOMELESS AND DISASTER RELIEF.$3,884-
YOUTH EXCHANGE & SCHOLARSHIP PROGRAMS - THE FOUNDATION ACTIVELY PARTICIPATES IN ROTARY INTERNATIONAL YOUTH EXCHANGE AND LOCAL YOUTH SCHOLARSHIP PROGRAMS FOR THE ADVANCEMENT OF YOUNG PEOPLE.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER WORTHPresident-$0--
MIKE BAKERDirector-$0--
GEORGENE WATERMANTreasurer-$0--
BILL KEEGANDirector-$0--
MICHAEL CALVERTSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$42,224$42,224$14,309$27,915
Total Events$42,224$42,224$30,797$11,427
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
2021-05-07
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.1002

“Office Expenses $208”

Other Expenses.1

“COMMUNITY SERVICE $20254”

Other Expenses.3

“CREDIT CARD FEES $107”

Other Expenses.4

“FILING FEES $25”

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROSEVILLE
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL CALVERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020594
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/PrintingPublicationsPostageAmt0363
IRS990EZ/ProgramServiceRevenueAmt04346
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/GrantsAndAllocationsAmt016370
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13884
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030797
IRS990EZ/SpecialEventsNetIncomeLossAmt013992
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020957
IRS990EZ/TotalProgramServiceExpensesAmt020254
IRS990EZ/TotalRevenueAmt064087
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt021866
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08785
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt094720
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt094720
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07325
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt021866
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08785
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt094720
IRS990ScheduleA/TotalSupportAmt094745
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030797
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CRAB FEED
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt012178
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt012178
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042224
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042224
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011427
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014309
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014309
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03810
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY SERVICE $20254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD FEES $107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FILING FEES $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGENE WATERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-07
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
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821763547
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Freddi Eberhart & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02237 Douglas Blvd Ste 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09165802120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAMON G EBERHART
ReturnHeader/ReturnTs02021-05-07T16:31:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,114
Liabilities
-
Net assets
$91,114
Revenue
$64,087
Expenses
$20,957
Net income
$43,130
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