Civic Intelligence

The Orangevale Rotary Charitable Fund

990EZ • Fiscal year 2014 • EIN 68-0480332

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 09, 2014

Organization ProfileN/A
PO Box 34395662

(916) 757-0887

Siviq Scores

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

Liabilities / Assets

78th percentile

0.13x

Higher debt load relative to assets than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

93rd percentile

0.64x

Higher debt load relative to revenue than 93% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

36th percentile

-1.6%

Higher net margin than 36% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

58th percentile

7.0%

Faster asset growth than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

44th percentile

-1.4%

Faster revenue growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$150,761

Up $19,025 (+14%) from 2012

Net Assets

Down

$131,346

Down $390 (-0.3%) from 2012

Liabilities

$19,415

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin36th percentile

Revenue

Down

$30,394

Down $881 (-2.8%) from 2012

Expenses

Up

$30,893

Up $3,179 (+11%) from 2012

Net Income

Down

-$499

Down $4,060 (-114%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$300K$200K$100K$0Assets 2010: $110,474Net Assets 2010: $110,4742010Assets 2011: $120,368Net Assets 2011: $120,3682011Assets 2012: $131,736Net Assets 2012: $131,7362012Assets 2014: $150,761Liabilities 2014: $19,415Net Assets 2014: $131,3462014Assets 2015: $152,068Liabilities 2015: $4,000Net Assets 2015: $148,0682015Assets 2016: $154,768Liabilities 2016: $6,000Net Assets 2016: $148,7682016Assets 2017: $163,679Liabilities 2017: $7,571Net Assets 2017: $156,1082017Assets 2018: $160,330Liabilities 2018: $6,000Net Assets 2018: $154,3302018Assets 2019: $173,802Liabilities 2019: $5,087Net Assets 2019: $168,7152019Assets 2020: $187,480Liabilities 2020: $5,602Net Assets 2020: $181,8782020Assets 2021: $207,211Liabilities 2021: $8,250Net Assets 2021: $198,9612021Assets 2022: $165,456Liabilities 2022: $5,2502022Assets 2023: $192,030Liabilities 2023: $3,2522023

Highlighted filing

2014

Assets$150,761
Liabilities$19,415
Net Assets$131,346
Open 2014 Filing

Operations Trend

Revenue Growth44th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $28,941Expenses 2010: $27,036Net Income 2010: $1,9052010Revenue 2011: $39,278Expenses 2011: $22,191Net Income 2011: $17,0872011Revenue 2012: $31,275Expenses 2012: $27,714Net Income 2012: $3,5612012Revenue 2014: $30,394Expenses 2014: $30,893Net Income 2014: -$4992014Revenue 2015: $41,033Expenses 2015: $24,311Net Income 2015: $16,7222015Revenue 2016: $33,199Expenses 2016: $29,158Net Income 2016: $4,0412016Revenue 2017: $47,739Expenses 2017: $38,307Net Income 2017: $9,4322017Revenue 2018: $49,428Expenses 2018: $49,490Net Income 2018: -$622018Revenue 2019: $39,151Expenses 2019: $43,349Net Income 2019: -$4,1982019Revenue 2020: $52,224Expenses 2020: $39,061Net Income 2020: $13,1632020Revenue 2021: $16,247Expenses 2021: $28,623Net Income 2021: -$12,3762021Revenue 2022: $49,394Expenses 2022: $37,073Net Income 2022: $12,3212022Revenue 2023: $104,868Expenses 2023: $86,453Net Income 2023: $18,4152023

Highlighted filing

2014

Revenue$30,394
Expenses$30,893
Net Income-$499
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 9, 2014
Return Version
2013v3.1
Gross Receipts
$80,176
Mission and Program Overview

Mission

Develop programs that provide humanitarian and educational opportunities to local and international disadvantaged, youth, and senior citizens.

Support classroom and youth services

Program Services

DescriptionGrantsExpenses
Support classroom and youth services$27,292-
Support local students - scholarship$2,060-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Orton WalmerPresidentPT$0--
Don Morris EsqSecretaryPT$0--
Michael ShayTreasurerPT$0--
Filing and Contact Details

Filer

EIN
68-0480332
Phone
9167570887

Signing Officer

Name
Michael Shay
Title
Treasurer
Signed
2014-09-09
Discuss with paid preparer
Yes

Preparer

Preparer
Steven R Daniels CPA MST
Phone
9169880236
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $115”

Other Expenses.1

“Youth Services $19872”

Other Expenses.2

“Community Services $7309”

Other Expenses.3

“Scholarships $2060”

Other Expenses.4

“Accounting $1140”

Other Expenses.5

“Software $160”

Other Expenses.6

“Printing $116”

Other Expenses.7

“Vocation Service Award $111”

Other Expenses.8

“Fees/Taxes $10”

Total Liabilities.1

“Laird Smith Sholarship - Beginning $10093 Laird Smith Sholarship - Ending $15915”

Total Liabilities.2

“- Beginning $-1500 - Ending $0”

Raw XML Appendix183 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/PersonNm0Michael Shay
IRS990EZ/BooksInCareOfDetail/PhoneNum09167570887
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine108680 Hickory Leaf Pl
IRS990EZ/BooksInCareOfDetail/USAddress/City0Orangevale
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095662
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0139651
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0150761
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05813
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-499
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0139651
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0150761
IRS990EZ/FundraisingGrossIncomeAmt02470
IRS990EZ/GamingGrossIncomeAmt067778
IRS990EZ/GrossReceiptsAmt080176
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04115
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0131058
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0131346
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0131058
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0131346
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Orton Walmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Don Morris Esq
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Shay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0787
IRS990EZ/OtherExpensesTotalAmt030893
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support classroom and youth services
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support classroom and youth services
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Support local students - scholarship
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027292
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12060
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt049782
IRS990EZ/SpecialEventsNetIncomeLossAmt020466
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08593
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt019415
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030893
IRS990EZ/TotalProgramServiceExpensesAmt029352
IRS990EZ/TotalRevenueAmt030394
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05813
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025799
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt095267
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/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt095267
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05813
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025799
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt026437
IRS990ScheduleA/Total509Grp/TotalAmt095267
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026437
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt095267
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt031571
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt067778
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt067778
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt036207
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesOtherGamingAmt01000
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesTotalGamingAmt01000
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt027471
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt027471
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsOtherGamingAmt03100
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt03100
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Youth Services $19872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Community Services $7309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Scholarships $2060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounting $1140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Software $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Printing $116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Vocation Service Award $111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Fees/Taxes $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Laird Smith Sholarship - Beginning $10093 Laird Smith Sholarship - Ending $15915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10- Beginning $-1500 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.2
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Shay
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Orangevale Rotary Charitable Fund
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0680480332
ReturnHeader/Filer/PhoneNum09167570887
ReturnHeader/Filer/USAddress/AddressLine10PO Box 343
ReturnHeader/Filer/USAddress/City0Orangevale
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095662
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Daniels & Company Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101004 River Rock Drive Suite 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Folsom
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095630
ReturnHeader/PreparerPersonGrp/PhoneNum09169880236
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven R Daniels CPA MST
ReturnHeader/ReturnTs02014-09-09T15:48:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,761
Liabilities
$19,415
Net assets
$131,346
Revenue
$30,394
Expenses
$30,893
Net income
-$499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.92$0.03$1.05$0.86$0.18
2022Summary only. Only limited summary data is available for this year.$1.65$0.05$0.49$0.37$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.07$0.08$1.99$0.16$0.29$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.06$1.82$0.52$0.39$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.05$1.69$0.39$0.43$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.06$1.54$0.49$0.49$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.08$1.56$0.48$0.38$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.06$1.49$0.33$0.29$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.04$1.48$0.41$0.24$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.19$1.31$0.30$0.31$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$1.32$0.31$0.28$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$1.20$0.39$0.22$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$1.10$0.29$0.27$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits