Civic Intelligence

Elk Grove Rotary Foundation

990EZ • Fiscal year 2019 • EIN 68-0460081

Jul 01, 2018 to Jun 30, 2019 • Filed on May 13, 2020

PO Box 138Elk Grove, CA 95759

(916) 683-4618

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$350,681

Up $38,812 (+12%) from 2018

Net Assets

Up

$349,797

Up $37,928 (+12%) from 2018

Liabilities

$884

No earlier filing loaded for comparison.

Revenue

Up

$128,126

Up $20,636 (+19%) from 2018

Expenses

Down

$90,198

Down $24,385 (-21%) from 2018

Net Income

Up

$37,928

Up $45,021 (+635%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $242,736Liabilities 2011: $0Net Assets 2011: $242,7362011Assets 2012: $224,001Liabilities 2012: $0Net Assets 2012: $224,0012012Assets 2013: $245,666Liabilities 2013: $0Net Assets 2013: $245,6662013Assets 2014: $261,618Liabilities 2014: $0Net Assets 2014: $261,6182014Assets 2015: $252,728Liabilities 2015: $0Net Assets 2015: $252,7282015Assets 2016: $257,555Liabilities 2016: $0Net Assets 2016: $257,5552016Assets 2017: $319,962Liabilities 2017: $1,000Net Assets 2017: $318,9622017Assets 2018: $311,869Net Assets 2018: $311,8692018Assets 2019: $350,681Liabilities 2019: $884Net Assets 2019: $349,7972019Assets 2020: $423,911Liabilities 2020: $0Net Assets 2020: $423,9112020Assets 2021: $502,609Liabilities 2021: $0Net Assets 2021: $502,6092021Assets 2022: $585,732Liabilities 2022: $8,450Net Assets 2022: $577,2822022Assets 2023: $516,441Liabilities 2023: $14,475Net Assets 2023: $501,9662023Assets 2024: $860,641Liabilities 2024: $501Net Assets 2024: $860,1402024Assets 2025: $914,273Liabilities 2025: $19,625Net Assets 2025: $894,6482025

Highlighted filing

2019

Assets$350,681
Liabilities$884
Net Assets$349,797

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $60,605Expenses 2011: $76,132Net Income 2011: -$15,5272011Revenue 2012: $34,050Expenses 2012: $63,034Net Income 2012: -$28,9842012Expenses 2013: $62,8502013Revenue 2014: $83,213Expenses 2014: $67,261Net Income 2014: $15,9522014Revenue 2015: $69,647Expenses 2015: $82,922Net Income 2015: -$13,2752015Revenue 2016: $67,609Expenses 2016: $62,782Net Income 2016: $4,8272016Revenue 2017: $124,869Expenses 2017: $61,351Net Income 2017: $63,5182017Revenue 2018: $107,490Expenses 2018: $114,583Net Income 2018: -$7,0932018Revenue 2019: $128,126Expenses 2019: $90,198Net Income 2019: $37,9282019Revenue 2020: $194,050Expenses 2020: $121,271Net Income 2020: $72,7792020Revenue 2021: $167,865Expenses 2021: $83,745Net Income 2021: $84,1202021Revenue 2022: $106,030Expenses 2022: $31,357Net Income 2022: $74,6732022Revenue 2023: $148,804Expenses 2023: $224,120Net Income 2023: -$75,3162023Revenue 2024: $204,178Expenses 2024: $128,589Net Income 2024: $75,5892024Revenue 2025: $295,327Expenses 2025: $270,587Net Income 2025: $24,7402025

Highlighted filing

2019

Revenue$128,126
Expenses$90,198
Net Income$37,928
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 13, 2020
Return Version
2018v3.1
Gross Receipts
$174,411
Mission and Program Overview

Mission

The organization is a public charity serving southern sacramento county, california in general and in particular, the city of elk grove. In addition it raises funds for international projects in alingment with rotary international.

Program Services

DescriptionGrantsExpenses
PROVIDED FINANCIAL AND ORGANIZATION SUPPORT TO ELEMENTARY AND HIGH SCHOOL YOUTH THROUGH THE MENTOR PROGRAM, OBTAINED AND DISTRIBUTED DICTIONARIES, SENT POTENTIAL LEADERS TO A LEADERSHIP CAMP, SPONSORED EDUCATIONAL TRIPS$46,543-
PROVIDED SUPPORT TO LOCAL ELK GROVE COMMUNITY CHARITABLE ORGANIZATIONS AND SCHOOLS IN THE FORM OF FINANCIAL GIFTS.$30,995-
PROVIDED FUNDS FOR HOUSING IN EL SALVADOR, SCHOOL IMPROVEMENTS IN KENYA, CONTRIBUTIONS TO ROTARY INTERNATIONAL FOR ENDOWMENT AND POLIO ERADICATION.$26,022-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM BABCOCKDirector-$0--
STANLEY CARROTHERSDirector-$0--
JON COLTONDirector-$0--
BECKY DAVISDirector-$0--
STEVE GREENEDirector-$0--
FRANK LUCIAPresident-$0--
THOMAS MISCHLEYTreasurer-$0--
RONALD SUTERDirector-$0--
MARK THOMASDirector-$0--
RITA VELASQUEZDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Beef N Reef$109,190$109,190$16,914$92,276
Golf Tournament$20,206$20,206$14,077$6,129
Total Events$135,991$135,991$45,208$90,783
Filing and Contact Details

Filer

Filer Name
Elk Grove Rotary Foundation
EIN
68-0460081
Phone
9166834618
Address
PO BOX 138, ELK GROVE, CA 95759

Signing Officer

Name
Frank Lucia
Title
President
Signed
2020-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Centenal Tax Group Inc
Address
7915 Laguna Blvd Suite 100, Elk Grove, CA 95758
Preparer
Thomas A Mischley CPA
Phone
9166834618
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.19

| Donee's Name: RYLA CAMP | Donee's Address: PO BOX 138 ELK GROVE CA 95759 | Cash Amount Given: $6880

Grants and Similar Amounts Paid In Excess of $5,000.22

| Donee's Name: MENTOR PROGRAM | Donee's Address: PO BOX 138 ELK GROVE CA 95759 | Cash Amount Given: $7861

Grants and Similar Amounts Paid In Excess of $5,000.24

| Donee's Name: CAMP FIRE FUND | Donee's Address: PO BOX 138 ELK GROVE CA 95759 | Cash Amount Given: $6100

Grants and Similar Amounts Paid In Excess of $5,000.26

| Donee's Name: EG ROTARY CLUB SCHOLARSHIPS | Donee's Address: PO BOX 138 ELK GROVE CA 95759 | Cash Amount Given: $6000

Grants and Similar Amounts Paid In Excess of $5,000.27

| Donee's Name: ATASCADERO PROJECT | Donee's Address: PO BOX 138 ELK GROVE CA 95759 | Cash Amount Given: $16650

Grants and Similar Amounts Paid In Excess of $5,000.28

| Donee's Name: EGUSD FFA | Donee's Address: 9510 ELK GROVE-FLORIN RD ELK GROVE CA 95759 | Cash Amount Given: $9306

Other Expenses.1

Credit card processing fee $695

Other Expenses.2

TAXES-FILING FEES $110

Other Expenses.3

REGISTRATION $50

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $1892

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $884

Raw XML Appendix220 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED FINANCIAL AND ORGANIZATION SUPPORT TO ELEMENTARY AND HIGH SCHOOL YOUTH THROUGH THE MENTOR PROGRAM, OBTAINED AND DISTRIBUTED DICTIONARIES, SENT POTENTIAL LEADERS TO A LEADERSHIP CAMP, SPONSORED EDUCATIONAL TRIPS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: RYLA CAMP | Donee's Address: PO BOX 138 ELK GROVE CA 95759 | Cash Amount Given: $6880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: MENTOR PROGRAM | Donee's Address: PO BOX 138 ELK GROVE CA 95759 | Cash Amount Given: $7861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: CAMP FIRE FUND | Donee's Address: PO BOX 138 ELK GROVE CA 95759 | Cash Amount Given: $6100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: EG ROTARY CLUB SCHOLARSHIPS | Donee's Address: PO BOX 138 ELK GROVE CA 95759 | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Donee's Name: ATASCADERO PROJECT | Donee's Address: PO BOX 138 ELK GROVE CA 95759 | Cash Amount Given: $16650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5| Donee's Name: EGUSD FFA | Donee's Address: 9510 ELK GROVE-FLORIN RD ELK GROVE CA 95759 | Cash Amount Given: $9306
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES-FILING FEES $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REGISTRATION $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $1892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $884
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Grants and Similar Amounts Paid In Excess of $5,000.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Grants and Similar Amounts Paid In Excess of $5,000.28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1001
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK LUCIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELK GROVE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ELKG
ReturnHeader/Filer/EIN0680460081
ReturnHeader/Filer/PhoneNum09166834618
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 138
ReturnHeader/Filer/USAddress/CityNm0ELK GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095759
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07915 Laguna Blvd Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elk Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095758
ReturnHeader/PreparerPersonGrp/PhoneNum09166834618
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas A Mischley CPA
ReturnHeader/ReturnTs02020-05-13T09:52:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.14$0.20$8.95$2.95$2.71$0.25
2024Detailed filing. Detailed filing data is available for this year.$8.61$0.01$8.60$2.04$1.29$0.76
2023Detailed filing. Detailed filing data is available for this year.$5.16$0.14$5.02$1.49$2.24$0.75
2022Detailed filing. Detailed filing data is available for this year.$5.86$0.08$5.77$1.06$0.31$0.75
2021Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$1.68$0.84$0.84
2020Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$1.94$1.21$0.73
2019Detailed filing. Detailed filing data is available for this year.$3.51$0.01$3.50$1.28$0.90$0.38
2018Detailed filing. Detailed filing data is available for this year.$3.12$3.12$1.07$1.15$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.20$0.01$3.19$1.25$0.61$0.64
2016Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.68$0.63$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.70$0.83$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.83$0.67$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.00$2.46$0.63
2012Summary only. Only limited summary data is available for this year.$2.24$0.00$2.24$0.34$0.63$0.29
2011Summary only. Only limited summary data is available for this year.$2.43$0.00$2.43$0.61$0.76$0.16