Civic Intelligence

The Orangevale Rotary Charitable Fund

990EZ • Fiscal year 2018 • EIN 68-0480332

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 08, 2018

Organization ProfileN/A
P O Box 343Orangevale, CA 95662

(916) 757-0887

Siviq Scores

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

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

0.12x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

40th percentile

-0.1%

Higher net margin than 40% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

41st percentile

-2.0%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

3.5%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$160,330

Down $3,349 (-2.0%) from 2017

Net Assets

Down

$154,330

Down $1,778 (-1.1%) from 2017

Liabilities

Down

$6,000

Down $1,571 (-21%) from 2017

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin40th percentile

Revenue

Up

$49,428

Up $1,689 (+3.5%) from 2017

Expenses

Up

$49,490

Up $11,183 (+29%) from 2017

Net Income

Down

-$62

Down $9,494 (-101%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2018

Assets$160,330
Liabilities$6,000
Net Assets$154,330
Open 2018 Filing

Operations Trend

Revenue Growth54th 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

2018

Revenue$49,428
Expenses$49,490
Net Income-$62
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 8, 2018
Return Version
2017v2.2
Gross Receipts
$74,699
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
DEVELOP PROGRAMS THAT PROVIDE HUMANITARIAN AND EDUCATIONAL OPPORTUNITIIES TO LOCAL AND INTERNATIONAL DISADVANTAGED, YOUTH, AND SENIORS.$49,490-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM BUNTINPresident-$0--
DONALD MORRISSecretary-$0--
TOM PENOTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crabfeed$58,236$58,236$25,271$32,965
Total Events$58,236$58,236$25,271$32,965
Filing and Contact Details

Filer

Filer Name
The Orangevale Rotary Charitable Fund
EIN
68-0480332
Phone
9167570887
Address
P O BOX 343, ORANGEVALE, CA 95662

Signing Officer

Name
Jim Buntin
Title
President
Signed
2018-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Pomares & Company LLP
Address
791 University Avenue, Sacramento, CA 95825-6708
Preparer
Robert P Deering Jr
Phone
9169293112
Supplemental Narrative

Additional Explanations

Other Revenue.1

“MISCELLANEOUS $875”

Other Expenses.1002

“Office Expenses $262”

Other Expenses.1

“Youth service expenses $26922”

Other Expenses.2

“Community service expenses $9051”

Other Expenses.3

“International service expense $6607”

Other Expenses.4

“Human trafficking project $5000”

Other Expenses.5

“Rotary foundation giving $1567”

Other Expenses.6

“MISCELLANEOUS $46”

Other Assets.1

“MISCELLANEOUS - Beginning $5962 MISCELLANEOUS - Ending $0”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $7571 Accounts Payable and Accrued Expenses - Ending $6000”

Raw XML Appendix172 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/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
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IRS990EZ/OtherChangesInNetAssetsAmt0-1716
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IRS990EZ/OtherRevenueTotalAmt0875
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt049490
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07571
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS $875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YOUTH SERVICE EXPENSES $26922
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNITY SERVICE EXPENSES $9051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INTERNATIONAL SERVICE EXPENSE $6607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HUMAN TRAFFICKING PROJECT $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROTARY FOUNDATION GIVING $1567
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM BUNTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ORANGEVALE ROTARY CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0680480332
ReturnHeader/Filer/PhoneNum09167570887
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 343
ReturnHeader/Filer/USAddress/CityNm0ORANGEVALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095662
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0791 University Avenue
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958256708
ReturnHeader/PreparerPersonGrp/PhoneNum09169293112
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert P Deering Jr
ReturnHeader/ReturnTs02018-11-08T10:39:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$160,330
Liabilities
$6,000
Net assets
$154,330
Revenue
$49,428
Expenses
$49,490
Net income
-$62
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
2018Detailed filing. Detailed filing data is available for this year.$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