Civic Intelligence

Granite Bay Rotary Foundation

990EZ • Fiscal year 2022 • EIN 45-4562868

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 26, 2022

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

(916) 747-2909

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

37th percentile

-5.2%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

697%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$77,122

Down $4,232 (-5.2%) from 2021

Net Assets

Down

$77,122

Down $4,232 (-5.2%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Up

$19,085

Up $16,691 (+697%) from 2021

Expenses

Up

$23,317

Up $11,163 (+92%) from 2021

Net Income

Up

-$4,232

Up $5,528 (+57%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2022

Assets$77,122
Liabilities-
Net Assets$77,122
Open 2022 Filing

Operations Trend

Revenue Growth97th 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

2022

Revenue$19,085
Expenses$23,317
Net Income-$4,232
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 26, 2022
Return Version
2021v4.0
Gross Receipts
$21,816
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.-$9,667
COMMUNITY PROGRAMS - THE FOUNDATION ACTIVELY PARTICIPATES IN COMMUNITY SERVICE PROJECTS INCLUDING SERVICES TO THE HOMELESS AND DISASTER RELIEF.-$4,819
INTERNATIONAL SERVICE - THE FOUNDATION ACTIVELY PARTICIPATES IN INTERNATIONAL SERVICE PROJECTS INCLUDING WATER, DELIVERY AND DENTAL SERVICES TO UNDERDEVELOPED COUNTRIES.-$4,004
YOUTH EXCHANGE & SCHOLARSHIP PROGRAMS - THE FOUNDATION ACTIVELY PARTICIPATES IN ROTARY INTERNATIONAL YOUTH EXCHANGE AND LOCAL YOUTH SCHOLARSHIP PROGRAMS FOR THE ADVANCEMENT OF YOUNG PEOPLE.-$3,653
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER WORTHPresident-$0--
MIKE BAKERDirector-$0--
GEORGENE WATERMANTreasurer-$0--
WILLIAM KEEGAN TO 11322Director-$0--
MICHAEL CALVERTSecretary-$0--
PATRICK HASSNADirector-$0--
Filing and Contact Details

Filer

Filer Name
Granite Bay Rotary Foundation
EIN
45-4562868
Phone
9167472909
Address
PO BOX 2233, GRANITE BAY, CA 95746

Signing Officer

Name
Georgene Waterman
Title
Treasurer
Signed
2022-10-26
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 $1”

Other Expenses.1

“COMMUNITY SERVICE $22143”

Other Expenses.2

“FILING FEES $100”

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/PersonNm5PATRICK HASSNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022244
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/PrintingPublicationsPostageAmt023
IRS990EZ/ProgramServiceRevenueAmt08367
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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.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02731
IRS990EZ/SpecialEventsNetIncomeLossAmt010217
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt023317
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IRS990EZ/TotalRevenueAmt019085
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021866
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY SERVICE $22143
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGENE WATERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-26
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ReturnHeader/Filer/EIN0454562868
ReturnHeader/Filer/PhoneNum09167472909
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ReturnHeader/Filer/USAddress/CityNm0GRANITE BAY
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ReturnHeader/Filer/USAddress/ZIPCd095746
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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/ReturnTs02022-10-26T17:16:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEORGENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WATERMAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,122
Liabilities
-
Net assets
$77,122
Revenue
$19,085
Expenses
$23,317
Net income
-$4,232
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