Civic Intelligence

Fair Oaks Rotary Foundation Inc.

990EZ • Fiscal year 2019 • EIN 68-0482361

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 07, 2019

Organization ProfileN/A
PO Box 236Fair Oaks, CA 95628

(916) 967-4756

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

93rd percentile

55%

Higher net margin than 93% 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

56th percentile

5.5%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

13th percentile

-40%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$247,079

Up $12,790 (+5.5%) from 2018

Net Assets

Up

$247,079

Up $12,790 (+5.5%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Down

$23,435

Down $15,335 (-40%) from 2018

Expenses

Down

$10,645

Down $52 (-0.5%) from 2018

Net Income

Down

$12,790

Down $15,283 (-54%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$400K$300K$200K$100K$0Assets 2012: $138,253Liabilities 2012: $02012Assets 2013: $149,398Liabilities 2013: $02013Assets 2014: $167,446Liabilities 2014: $02014Assets 2015: $178,733Net Assets 2015: $178,7332015Assets 2016: $189,589Net Assets 2016: $189,5892016Assets 2017: $206,216Net Assets 2017: $206,2162017Assets 2018: $234,289Net Assets 2018: $234,2892018Assets 2019: $247,079Net Assets 2019: $247,0792019Assets 2020: $260,538Net Assets 2020: $260,5382020Assets 2021: $282,351Net Assets 2021: $282,3512021Assets 2022: $280,279Net Assets 2022: $280,2792022Assets 2023: $312,669Net Assets 2023: $312,6692023Assets 2024: $311,343Liabilities 2024: $5,212Net Assets 2024: $306,1312024Assets 2025: $341,373Liabilities 2025: $19,334Net Assets 2025: $322,0392025

Highlighted filing

2019

Assets$247,079
Liabilities-
Net Assets$247,079
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

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

$100K$50K$0-$50KRevenue 2012: $31,065Expenses 2012: $16,414Net Income 2012: $14,6512012Revenue 2013: $30,773Expenses 2013: $19,628Net Income 2013: $11,1452013Revenue 2014: $34,067Expenses 2014: $16,019Net Income 2014: $18,0482014Revenue 2015: $28,987Expenses 2015: $23,875Net Income 2015: $5,1122015Revenue 2016: $19,860Expenses 2016: $9,004Net Income 2016: $10,8562016Revenue 2017: $28,746Expenses 2017: $12,119Net Income 2017: $16,6272017Revenue 2018: $38,770Expenses 2018: $10,697Net Income 2018: $28,0732018Revenue 2019: $23,435Expenses 2019: $10,645Net Income 2019: $12,7902019Revenue 2020: $26,562Expenses 2020: $13,103Net Income 2020: $13,4592020Revenue 2021: $36,915Expenses 2021: $15,102Net Income 2021: $21,8132021Revenue 2022: $37,424Expenses 2022: $44,803Net Income 2022: -$7,3792022Revenue 2023: $60,096Expenses 2023: $27,706Net Income 2023: $32,3902023Revenue 2024: $54,002Expenses 2024: $60,540Net Income 2024: -$6,5382024Revenue 2025: $86,270Expenses 2025: $70,362Net Income 2025: $15,9082025

Highlighted filing

2019

Revenue$23,435
Expenses$10,645
Net Income$12,790
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 7, 2019
Return Version
2018v3.1
Gross Receipts
$56,883
Mission and Program Overview

Mission

Community Service Projects

Provide special activities for the elderly and the youth of fair oaks

Program Services

DescriptionGrantsExpenses
PROVIDE SPECIAL ACTIVITIES FOR THE ELDERLY AND THE YOUTH OF FAIR OAKS$33,448-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE HAGELPresident-$0--
PETER WICKTreasurer-$0--
BONNIE MCCLAINSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$33,216$33,216$33,448$-232
Total Events$33,216$33,216$33,448$-232
Filing and Contact Details

Filer

Filer Name
Fair Oaks Rotary Foundation Inc
EIN
68-0482361
Phone
9169674756
Address
PO BOX 236, FAIR OAKS, CA 95628

Signing Officer

Name
Peter Wick
Title
Treasurer
Signed
2019-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Linda M Kendall Ea
Address
3550 WATT AVE STE 110, SACRAMENTO, CA 95821
Preparer
Linda M Kendall Ea Ustcp
Phone
9164873303
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $275”

Other Expenses.1012

“Insurance $500”

Other Expenses.1

“SCHOLARSHIPS $9000”

Other Expenses.3

“FEES $45”

Other Assets.1012

“Intangible Assets - Beginning $1000 Intangible Assets - Ending $0”

Raw XML Appendix148 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/PersonNm0PETER WICK
IRS990EZ/BooksInCareOfDetail/PhoneNum09168631993
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07043 LOS OLIVOS WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMICHAEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095608
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0233289
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0247079
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015296
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012790
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0770
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0234289
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0247079
IRS990EZ/FundraisingGrossIncomeAmt033216
IRS990EZ/GrossReceiptsAmt056883
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt08371
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0234289
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0247079
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0234289
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0247079
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRUCE HAGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER WICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BONNIE MCCLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01000
IRS990EZ/OtherExpensesTotalAmt09820
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SPECIAL ACTIVITIES FOR THE ELDERLY AND THE YOUTH OF FAIR OAKS
IRS990EZ/PrintingPublicationsPostageAmt055
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SPECIAL ACTIVITIES FOR THE ELDERLY AND THE YOUTH OF FAIR OAKS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033448
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033448
IRS990EZ/SpecialEventsNetIncomeLossAmt0-232
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010645
IRS990EZ/TotalProgramServiceExpensesAmt033448
IRS990EZ/TotalRevenueAmt023435
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt033992
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt033992
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015018
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05983
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03053
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05675
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt033992
IRS990ScheduleA/TotalSupportAmt033992
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033448
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033216
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-232
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033448
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt033448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIPS $9000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FEES $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Intangible Assets - Beginning $1000 Intangible Assets - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1012
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER WICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FAIR OAKS ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FAIR
ReturnHeader/Filer/EIN0680482361
ReturnHeader/Filer/PhoneNum09169674756
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 236
ReturnHeader/Filer/USAddress/CityNm0FAIR OAKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095628
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680172522
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDA M KENDALL EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03550 WATT AVE STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095821
ReturnHeader/PreparerPersonGrp/PhoneNum09164873303
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA M KENDALL EA USTCP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-07T13:07:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$247,079
Liabilities
-
Net assets
$247,079
Revenue
$23,435
Expenses
$10,645
Net income
$12,790
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.41$0.19$3.22$0.86$0.70$0.16
2024Detailed filing. Detailed filing data is available for this year.$3.11$0.05$3.06$0.54$0.61$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.13$3.13$0.60$0.28$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.80$2.80$0.37$0.45$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.82$2.82$0.37$0.15$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.61$2.61$0.27$0.13$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.47$2.47$0.23$0.11$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.34$2.34$0.39$0.11$0.28
2017Detailed filing. Detailed filing data is available for this year.$2.06$2.06$0.29$0.12$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.90$1.90$0.20$0.09$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.79$1.79$0.29$0.24$0.05
2014Summary only. Only limited summary data is available for this year.$1.67$0.00$0.34$0.16$0.18
2013Summary only. Only limited summary data is available for this year.$1.49$0.00$0.31$0.20$0.11
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$0.31$0.16$0.15