Civic Intelligence

Rotary Foundation of El Cerrito

EIN 51-0467729 • 501(c)3 • El Cerrito, CA

Profile

Making donations to local city government projects and local public schools.

PO Box 44El Cerrito, CA 94530

n/A

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

8th percentile

-135%

Higher net margin than 8% 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

45th percentile

-5.5%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

23rd percentile

-39%

Faster revenue growth than 23% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$176,183

Down $10,292 (-5.5%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$176,183

Down $10,292 (-5.5%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$7,600

Down $4,785 (-39%) from 2023

Expenses

Up

$17,892

Up $17,177 (+2402%) from 2023

Net Income

Down

-$10,292

Down $21,962 (-188%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$200K$150K$100K$50K$0Assets 2011: $100,759Liabilities 2011: $02011Assets 2012: $107,182Liabilities 2012: $02012Assets 2013: $122,117Liabilities 2013: $02013Assets 2014: $148,253Liabilities 2014: $02014Assets 2015: $155,090Net Assets 2015: $155,0902015Assets 2016: $165,114Net Assets 2016: $165,1142016Assets 2017: $174,351Net Assets 2017: $174,3512017Assets 2018: $176,731Net Assets 2018: $176,7312018Assets 2019: $177,701Net Assets 2019: $177,7012019Assets 2020: $193,929Net Assets 2020: $193,9292020Assets 2021: $193,728Net Assets 2021: $193,7282021Assets 2022: $174,805Net Assets 2022: $174,8052022Assets 2023: $186,475Net Assets 2023: $186,4752023Assets 2024: $176,183Net Assets 2024: $176,1832024

Highlighted filing

2024

Assets$176,183
Liabilities-
Net Assets$176,183
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $14,523Expenses 2011: $10,180Net Income 2011: $4,3432011Revenue 2012: $10,603Expenses 2012: $4,180Net Income 2012: $6,4232012Revenue 2013: $19,083Expenses 2013: $4,148Net Income 2013: $14,9352013Revenue 2014: $39,177Expenses 2014: $13,041Net Income 2014: $26,1362014Revenue 2015: $21,962Expenses 2015: $15,125Net Income 2015: $6,8372015Revenue 2016: $11,236Expenses 2016: $1,212Net Income 2016: $10,0242016Revenue 2017: $15,388Expenses 2017: $6,151Net Income 2017: $9,2372017Revenue 2018: $13,744Expenses 2018: $11,364Net Income 2018: $2,3802018Revenue 2019: $38,251Expenses 2019: $37,281Net Income 2019: $9702019Revenue 2020: $41,990Expenses 2020: $25,762Net Income 2020: $16,2282020Revenue 2021: $5,474Expenses 2021: $5,675Net Income 2021: -$2012021Revenue 2022: $6,897Expenses 2022: $25,820Net Income 2022: -$18,9232022Revenue 2023: $12,385Expenses 2023: $715Net Income 2023: $11,6702023Revenue 2024: $7,600Expenses 2024: $17,892Net Income 2024: -$10,2922024

Highlighted filing

2024

Revenue$7,600
Expenses$17,892
Net Income-$10,292
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,183
Liabilities
-
Net assets
$176,183
Revenue
$7,600
Expenses
$17,892
Net income
-$10,292
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.76$1.76$0.08$0.18$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.86$1.86$0.12$0.01$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.75$1.75$0.07$0.26$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.94$1.94$0.05$0.06$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.94$1.94$0.42$0.26$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.78$1.78$0.38$0.37$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.77$1.77$0.14$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.74$1.74$0.15$0.06$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.65$1.65$0.11$0.01$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.55$1.55$0.22$0.15$0.07
2014Summary only. Only limited summary data is available for this year.$1.48$0.00$0.39$0.13$0.26
2013Summary only. Only limited summary data is available for this year.$1.22$0.00$0.19$0.04$0.15
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$0.11$0.04$0.06
2011Summary only. Only limited summary data is available for this year.$1.01$0.00$0.15$0.10$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 19, 2025
Return Version
2023v6.0
Gross Receipts
$7,600
Mission and Program Overview

Mission

Making donations to local city government projects and local public schools.

Program Services

DescriptionGrantsExpenses
Contributed funds to El Cerrito public school system to aid local educational organizations. Contributed funds to ECHS Student Activities, Contra Costa Community Theatre, Camp Kesem, El Cerrito Parks & Recreation and Rotacare.$17,167$725
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jack FreethyPresident-$0--
Lee PruttonTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Foundation of El Cerrito
EIN
51-0467729
Phone
5102191092
Address
PO Box 44, El Cerrito, CA 94530

Signing Officer

Name
Lee Prutton
Title
Treasurer
Signed
2025-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Linda S Mullen EA
Address
2950 Buskirk Ave Ste 300, Walnut Creek, CA 94597
Preparer
Linda S Mullen
Phone
9253818764
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Department of Justice $25”

Raw XML Appendix120 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Lee Prutton
IRS990EZ/BooksInCareOfDetail/PhoneNum05102191092
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01501 Fernside Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Alameda
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0186475
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0176183
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10292
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0186475
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0176183
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03600
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017167
IRS990EZ/GrossReceiptsAmt07600
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04000
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0186475
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0176183
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0186475
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0176183
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jack Freethy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lee Prutton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Making donations to local city government projects and local public schools.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Contributed funds to El Cerrito public school system to aid local educational organizations. Contributed funds to ECHS Student Activities, Contra Costa Community Theatre, Camp Kesem, El Cerrito Parks & Recreation and Rotacare.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017167
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0725
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt03600
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017892
IRS990EZ/TotalProgramServiceExpensesAmt0725
IRS990EZ/TotalRevenueAmt07600
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Department of Justice $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lee Prutton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Foundation of El Cerrito
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0510467729
ReturnHeader/Filer/PhoneNum05102191092
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 44
ReturnHeader/Filer/USAddress/CityNm0El Cerrito
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094530
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461372528
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Linda S Mullen EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02950 Buskirk Ave Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walnut Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094597
ReturnHeader/PreparerPersonGrp/PhoneNum09253818764
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Linda S Mullen
ReturnHeader/ReturnTs02025-01-26T08:08:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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