Civic Intelligence

Truckee Rotary Community Foundation

EIN 68-0173169 • 501(c)3 • Truckee, CA

Profile

Support of local charities and community programs

PO Box 3210Truckee, CA 96160

n/A

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

0.20x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

$388,878

No earlier filing loaded for comparison.

Liabilities

$15,650

No earlier filing loaded for comparison.

Net Assets

$373,228

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue86th percentileNet Margin79th percentile

Revenue

$78,801

No earlier filing loaded for comparison.

Expenses

$58,403

No earlier filing loaded for comparison.

Net Income

$20,398

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2024: $388,878Liabilities 2024: $15,650Net Assets 2024: $373,2282024

Highlighted filing

2024

Assets$388,878
Liabilities$15,650
Net Assets$373,228
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2024: $78,801Expenses 2024: $58,403Net Income 2024: $20,3982024

Highlighted filing

2024

Revenue$78,801
Expenses$58,403
Net Income$20,398
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$388,878
Liabilities
$15,650
Net assets
$373,228
Revenue
$78,801
Expenses
$58,403
Net income
$20,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.89$0.16$3.73$0.79$0.58$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$78,801
Mission and Program Overview

Mission

Support of local charities and community programs

Program Services

DescriptionGrantsExpenses
SUPPORT FOR THE EJTEGNER FOUNDATION PROGRAMS$22,200$22,200
GRANTS TO LOCAL ORGANIZATIONS TO SUPPORT LOCAL CHARITABLE AND EDUCTIONAL PROGRAMS$18,500$18,500
SUPPORT OF ROTARY CLUB PROJECTS$15,150$15,150
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE RANDALLPresident-$0--
BRIAN MARSHTreasurer-$0--
BRENT COLLINSONSecretary-$0--
KEVIN MURPHYDirector-$0--
JOANN ROUBIQUEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Truckee Rotary Community Foundation
EIN
68-0173169
Phone
5303086978
Address
PO BOX 3210, TRUCKEE, CA 96160

Signing Officer

Name
Brian Marsh
Title
Treasurer
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Griesmer and Fereira CPAs
Address
12277 Soaring Way Suite 101, Truckee, CA 96161
Preparer
Sharon Fereira
Phone
5305879221
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.5

“| Donee's Name: ROTARY CLUB OF TRUCKEE | Donee's Address: PO BOX 180 TRUCKEE CA 96160 | Cash Amount Given: $17650”

Grants and Similar Amounts Paid In Excess of $5,000.14

“| Donee's Name: EJ TEGNER GOLF PROGRAM | Donee's Address: 11071 DONNER PASS RD TRUCKEE CA 96161 | Cash Amount Given: $22200”

Other Expenses.1

“Investment expenses $2057”

Other Expenses.2

“SOFTWARE & APPS $270”

Other Expenses.4

“BANK CHARGES $31”

Total Liabilities.1002

“Grants Payable - Beginning $0 Grants Payable - Ending $15650”

Raw XML Appendix188 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/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE RANDALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN MARSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRENT COLLINSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt05783
IRS990EZ/OtherExpensesTotalAmt02358
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF LOCAL CHARITIES AND COMMUNITY PROGRAMS
IRS990EZ/PrintingPublicationsPostageAmt0170
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT FOR THE EJTEGNER FOUNDATION PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018500
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt222200
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115150
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt222200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015650
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt058403
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IRS990EZ/TotalRevenueAmt078801
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033099
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039451
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IRS990ScheduleA/InvestmentIncomeCYPct00.23630
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.76370
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: ROTARY CLUB OF TRUCKEE | Donee's Address: PO BOX 180 TRUCKEE CA 96160 | Cash Amount Given: $17650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: EJ TEGNER GOLF PROGRAM | Donee's Address: 11071 DONNER PASS RD TRUCKEE CA 96161 | Cash Amount Given: $22200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVESTMENT EXPENSES $2057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SOFTWARE & APPS $270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $31
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Grants Payable - Beginning $0 Grants Payable - Ending $15650
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1002
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN MARSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUCKEE ROTARY COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TRUC
ReturnHeader/Filer/EIN0680173169
ReturnHeader/Filer/PhoneNum05303086978
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3210
ReturnHeader/Filer/USAddress/CityNm0TRUCKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096160
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832046694
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Griesmer and Fereira CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012277 Soaring Way Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Truckee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096161
ReturnHeader/PreparerPersonGrp/PhoneNum05305879221
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON FEREIRA
ReturnHeader/ReturnTs02025-05-13T12:40:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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