Civic Intelligence

Modesto Gateway Rotary Clb Fndation

EIN 77-0401898 • 501(c)3 • Modesto, CA

Profile

Scholarships to local high school students and support of community projects.

410 Fleetwood DriveModesto, CA 95350

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

48th percentile

-3.4%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$165,657

Down $5,866 (-3.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$165,657

Down $5,866 (-3.4%) from 2024

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$5,866

Down $2,464 (-30%) from 2024

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2013: $147,950Liabilities 2013: $02013Assets 2014: $158,622Liabilities 2014: $02014Assets 2015: $163,191Liabilities 2015: $02015Assets 2016: $161,528Liabilities 2016: $02016Assets 2017: $174,349Liabilities 2017: $02017Assets 2018: $179,630Liabilities 2018: $02018Assets 2019: $181,302Net Assets 2019: $181,3022019Assets 2020: $160,515Net Assets 2020: $160,5152020Assets 2021: $197,605Net Assets 2021: $197,6052021Assets 2022: $171,930Net Assets 2022: $171,8302022Assets 2023: $179,828Net Assets 2023: $179,8292023Assets 2024: $171,523Net Assets 2024: $171,5232024Assets 2025: $165,657Net Assets 2025: $165,6572025

Highlighted filing

2025

Assets$165,657
Liabilities-
Net Assets$165,657

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2013: $7,710Expenses 2013: $3,280Net Income 2013: $4,4302013Revenue 2014: $10,672Expenses 2014: $0Net Income 2014: $10,6722014Revenue 2015: $5,441Expenses 2015: $872Net Income 2015: $4,5692015Revenue 2016: $1,535Expenses 2016: $3,198Net Income 2016: -$1,6632016Revenue 2017: $16,166Expenses 2017: $3,345Net Income 2017: $12,8212017Revenue 2018: $16,346Expenses 2018: $11,065Net Income 2018: $5,2812018Revenue 2019: $5,231Expenses 2019: $3,559Net Income 2019: $1,6722019Revenue 2020: $308Expenses 2020: $21,095Net Income 2020: -$20,7872020Revenue 2021: $41,635Expenses 2021: $4,545Net Income 2021: $37,0902021Expenses 2022: $6,2892022Expenses 2023: $6,7712023Revenue 2024: $25Expenses 2024: $8,330Net Income 2024: -$8,3052024Expenses 2025: $5,8662025

Highlighted filing

2025

Revenue-
Expenses$5,866
Net Income-

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 19, 2025
Return Version
2024v5.0
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS WAS GIVEN TO MODESTO HIGH SCHOOL 3@1500 EACH,TOTALING 4500 DOLLARS.$4,500-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOIS BELTTreasurer/Secretary-$0--
KEN HARATrustee-$0--
CONNIE HAUBERTPast President-$0--
DONNA STRICKLERChair Person-$0--
Filing and Contact Details

Filer

Filer Name
Modesto Gateway Rotary Clb Fndation
EIN
77-0401898
Address
410 FLEETWOOD DRIVE, MODESTO, CA 95350

Signing Officer

Name
Lois Belt
Title
Treasurer
Phone
2099880158
Signed
2025-11-19
Discuss with paid preparer
Yes

Preparer

Firm
Patricia A Gillum CPA
Address
1801 Tully Rd Ste C2, Modesto, CA 95350
Preparer
Patricia Gillum
Phone
2095259211
Supplemental Narrative

Additional Explanations

Form 990 EZ Part I Line 10 Grants

Scholarships was given to modesto high school students,3@ $1500 each total:$4500

Form 990 EZ Part I Line 16 Other Eaxpenses

Department of justice $45;supplies $846 = total $891

Form 990 EZ Part I Line 20

Unrealized gain on investment value is not included in the net assets. Cumulative unrealized gain as of year end = $32,020.

Form 990 EZ Part III Organizations Primary Exempt Purpose

Scholarships to local high school students and support community projects.

Raw XML Appendix134 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02099880158
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MODESTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095350
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0171523
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0165657
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5866
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0171523
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0165657
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04500
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0171523
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0165657
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0171523
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0165657
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LOIS BELT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEN HARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CONNIE HAUBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONNA STRICKLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAIR PERSON
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0891
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS WAS GIVEN TO MODESTO HIGH SCHOOL 3@1500 EACH,TOTALING 4500 DOLLARS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05866
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt032385
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016612
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014670
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0-19485
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt041635
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt085817
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt032385
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016612
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014670
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0-19485
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt041635
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt085817
IRS990ScheduleA/InvestmentIncomeCYPct00.99970
IRS990ScheduleA/InvestmentIncomePYPct00.98540
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00030
IRS990ScheduleA/PublicSupportPY509Pct00.01460
IRS990ScheduleA/PublicSupportTotal509Amt025
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/Total509Grp/TotalAmt025
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032385
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016637
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014670
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0-19485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041635
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt085842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS WAS GIVEN TO MODESTO HIGH SCHOOL STUDENTS,3@ $1500 EACH TOTAL:$4500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEPARTMENT OF JUSTICE $45;SUPPLIES $846 = TOTAL $891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENT VALUE IS NOT INCLUDED IN THE NET ASSETS. CUMULATIVE UNREALIZED GAIN AS OF YEAR END = $32,020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS AND SUPPORT COMMUNITY PROJECTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 EZ PART I LINE 10 GRANTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 EZ PART I LINE 16 OTHER EAXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 EZ PART I LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 EZ PART III ORGANIZATIONS PRIMARY EXEMPT PURPOSE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessNameControlTxt0MODE
ReturnHeader/Filer/EIN0770401898
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ReturnHeader/Filer/USAddress/CityNm0MODESTO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Modesto
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ReturnHeader/PreparerPersonGrp/PhoneNum02095259211
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Gillum
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-25T17:18:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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