Civic Intelligence

Rotary Club of Martinez Foundation

EIN 46-1490791 • 501(c)3 • Martinez, CA

Profile

To advance goodwill and peace through improvement of health, support of education, and alleviation of poverty. Provides a vehicle for tax deductible gifts, providing for increased humanitarian benefits in the area chartered to the rotary club of martinez.

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

6th percentile

-262%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

93rd percentile

129%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-46%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$22,349

Up $12,574 (+129%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$22,349

Up $12,574 (+129%) from 2023

Revenue

Down

$7,061

Down $5,967 (-46%) from 2023

Expenses

Up

$25,574

Up $934 (+3.8%) from 2023

Net Income

Down

-$18,513

Down $6,901 (-59%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2014: $11,808Net Assets 2014: $11,8082014Assets 2015: $18,778Net Assets 2015: $18,7782015Assets 2016: $28,396Net Assets 2016: $28,3962016Assets 2017: $20,829Net Assets 2017: $20,8292017Assets 2018: $20,950Net Assets 2018: $20,9502018Assets 2019: $20,026Net Assets 2019: $20,0262019Assets 2020: $19,834Net Assets 2020: $19,8332020Assets 2021: $18,494Net Assets 2021: $18,4942021Assets 2022: $21,387Net Assets 2022: $21,3872022Assets 2023: $9,775Net Assets 2023: $9,7752023Assets 2024: $22,349Net Assets 2024: $22,3492024

Highlighted filing

2024

Assets$22,349
Liabilities-
Net Assets$22,349

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2014: $21,264Expenses 2014: $9,456Net Income 2014: $11,8082014Revenue 2015: $19,290Expenses 2015: $12,320Net Income 2015: $6,9702015Revenue 2016: $24,224Expenses 2016: $14,606Net Income 2016: $9,6182016Revenue 2017: $12,518Expenses 2017: $20,085Net Income 2017: -$7,5672017Revenue 2018: $26,183Expenses 2018: $26,062Net Income 2018: $1212018Revenue 2019: $23,231Expenses 2019: $24,155Net Income 2019: -$9242019Revenue 2020: $22,864Expenses 2020: $23,057Net Income 2020: -$1932020Revenue 2021: $17,452Expenses 2021: $18,792Net Income 2021: -$1,3402021Revenue 2022: $22,234Expenses 2022: $19,341Net Income 2022: $2,8932022Revenue 2023: $13,028Expenses 2023: $24,640Net Income 2023: -$11,6122023Revenue 2024: $7,061Expenses 2024: $25,574Net Income 2024: -$18,5132024

Highlighted filing

2024

Revenue$7,061
Expenses$25,574
Net Income-$18,513

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$7,061
Mission and Program Overview

Mission

To advance goodwill and peace through improvement of health, support of education, and alleviation of poverty. Provides a vehicle for tax deductible gifts, providing for increased humanitarian benefits in the area chartered to the rotary club of martinez.

Program Services

DescriptionGrantsExpenses
CHARITABLE SUPPORT OF 501(C)(3) ORGANIZATIONS WHICH ARE ADVANCING HEALTH, EDUCATION, AND THE ALLEVIATION OF PROVERTY.$13,650$13,650
SCHOLARSHIPS AWARDED TO COLLEGE BOUND HIGH SCHOOLS STUDENTS BASED ON THEIR CHARACTER, ACADEMIC ACHIEVEMENT, & INVOLVEMENT IN SCHOOL AND COMMUNITY AFFAIRS.$11,000$11,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AL MORRISPresident-$0--
JAMES PORTERSecretary-$0--
BOB BYERSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Martinez Foundation
EIN
46-1490791
Phone
9252169904
Address
PO BOX 422, MARTINEZ, CA 94553

Signing Officer

Name
Bob Byers
Title
Treasurer
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Krisch & Company
Address
3478 Buskirk Ave Ste 215, Pleasant Hill, CA 94523
Preparer
Arlene K Mose CPA
Phone
9259300902
Supplemental Narrative

Additional Explanations

Other Expenses.1

Supplies reimubursements $451

Other Expenses.2

BANK FEES $48

Other Expenses.3

Ca attorney general annual fee $25

Statement of Accomplishments-donations

THE FOUNDATION RAISES MONEY AND MAKES CHARITABLE CONTRIBUTIONS IN ACCORANDANCE WITH THE FOLLOWING GUIDELINES:The Foundation has six major areas of focus1.Peace and conflict prevention/resolution2.Disease prevention and treatment3.Water and sanitation4.Maternal and child health5.Basic education and literacy6.Economic and community developmentTO CARRY OUT THIS MISSION, THE FOUNDATION MAKES DONATIONS TO CHARITABLE ORGANIZATIONS WHICH ENGAGE IN THE FOLLOWING ACTIVITIES1. FEEDING AT-RISK CHILDREN AND SENIORS2. PROVIDE ACADEMIC, STUDENT MENTORING, AND LEADERSHIP3. PRODUCE COMMUNITY QUALITY-OF-LIFE PROJECTS4. ADVANCE IMPROVEMENT OF HEALTH, AND ALLEVIATION OF POVERTY5. ADVANCE WORLD UNDERSTANDING AND GOODWILL

Statement of Accomplishments-scholarships

During the 2024 year, the foundation made donations to eight high school seniors who had excellent academic records and a history of volunteering in many community service projects. These students are currently pursuing a 4 yr degree in various fields as follows: madeline elliott $ 2,000 other recipient $ 1,500 other recipient $ 1,500 other recipient $ 1,500 other recipient $ 1,500 other recipient $ 1,500 other recipient $ 1,500 -------- total $11,000 ========

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPLIES REIMUBURSEMENTS $451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES $48
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION RAISES MONEY AND MAKES CHARITABLE CONTRIBUTIONS IN ACCORANDANCE WITH THE FOLLOWING GUIDELINES:The Foundation has six major areas of focus1.Peace and conflict prevention/resolution2.Disease prevention and treatment3.Water and sanitation4.Maternal and child health5.Basic education and literacy6.Economic and community developmentTO CARRY OUT THIS MISSION, THE FOUNDATION MAKES DONATIONS TO CHARITABLE ORGANIZATIONS WHICH ENGAGE IN THE FOLLOWING ACTIVITIES1. FEEDING AT-RISK CHILDREN AND SENIORS2. PROVIDE ACADEMIC, STUDENT MENTORING, AND LEADERSHIP3. PRODUCE COMMUNITY QUALITY-OF-LIFE PROJECTS4. ADVANCE IMPROVEMENT OF HEALTH, AND ALLEVIATION OF POVERTY5. ADVANCE WORLD UNDERSTANDING AND GOODWILL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DURING THE 2024 YEAR, THE FOUNDATION MADE DONATIONS TO EIGHT HIGH SCHOOL SENIORS WHO HAD EXCELLENT ACADEMIC RECORDS AND A HISTORY OF VOLUNTEERING IN MANY COMMUNITY SERVICE PROJECTS. THESE STUDENTS ARE CURRENTLY PURSUING A 4 YR DEGREE IN VARIOUS FIELDS AS FOLLOWS: MADELINE ELLIOTT $ 2,000 OTHER RECIPIENT $ 1,500 OTHER RECIPIENT $ 1,500 OTHER RECIPIENT $ 1,500 OTHER RECIPIENT $ 1,500 OTHER RECIPIENT $ 1,500 OTHER RECIPIENT $ 1,500 -------- TOTAL $11,000 ========
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3STATEMENT OF ACCOMPLISHMENTS-DONATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4STATEMENT OF ACCOMPLISHMENTS-SCHOLARSHIPS
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