Civic Intelligence

Carmichael Rotary Foundation

EIN 81-0777203 • 501(c)3 • Carmichael, CA

Profile

Carmichael rotary foundation is a nonprofit public benefit corporation organized for the purposes of administration and disbursements of funds otherwise intended to be donated to or through rotary club of carmichael for public and charitable purposes.

PO Box 129Carmichael, CA 95609-0129

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 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-78%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$0

Down $57,807 (-100%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $57,807 (-100%) from 2023

Revenue

Down

$10,577

Down $36,912 (-78%) from 2023

Expenses

Down

$8,618

Down $23,694 (-73%) from 2023

Net Income

Down

$1,959

Down $13,218 (-87%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2016: $21,858Net Assets 2016: $21,8582016Assets 2017: $29,397Net Assets 2017: $29,3972017Assets 2018: $173,019Liabilities 2018: $5,000Net Assets 2018: $168,0192018Assets 2019: $80,224Liabilities 2019: $30,693Net Assets 2019: $49,5312019Assets 2020: $43,960Net Assets 2020: $43,9602020Assets 2021: $36,142Net Assets 2021: $36,1422021Assets 2022: $42,630Net Assets 2022: $42,6302022Assets 2023: $57,807Net Assets 2023: $57,8072023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2016: $22,000Expenses 2016: $142Net Income 2016: $21,8582016Revenue 2017: $34,194Expenses 2017: $26,655Net Income 2017: $7,5392017Revenue 2018: $226,386Expenses 2018: $87,764Net Income 2018: $138,6222018Revenue 2019: $43,342Expenses 2019: $161,830Net Income 2019: -$118,4882019Revenue 2020: $39,447Expenses 2020: $45,018Net Income 2020: -$5,5712020Revenue 2021: $10,193Expenses 2021: $18,011Net Income 2021: -$7,8182021Revenue 2022: $26,773Expenses 2022: $20,285Net Income 2022: $6,4882022Revenue 2023: $47,489Expenses 2023: $32,312Net Income 2023: $15,1772023Revenue 2024: $10,577Expenses 2024: $8,618Net Income 2024: $1,9592024

Highlighted filing

2024

Revenue$10,577
Expenses$8,618
Net Income$1,959

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 9, 2024
Return Version
2023v5.1
Gross Receipts
$27,012
Mission and Program Overview

Mission

Carmichael rotary foundation is a nonprofit public benefit corporation organized for the purposes of administration and disbursements of funds otherwise intended to be donated to or through rotary club of carmichael for public and charitable purposes.

Carmichael rotary foundation is a nonprofit public benefit corporation organized for the purposes of administration and disbursement of funds otherwise intended to be donated to or through the rotary club of carmichael for public and charitable purposes.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE AWARDS$0$5,909
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TROY DRENNONPresident-$0--
JAY SEDLAKTreasurer-$0--
KAREN MUNSTERMANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$21,101$21,101-$21,101
Total Events$21,101$21,101$16,435$4,666
Filing and Contact Details

Filer

Filer Name
Carmichael Rotary Foundation
EIN
81-0777203
Phone
9164222111
Address
PO BOX 129, CARMICHAEL, CA 95609-0129

Signing Officer

Name
James H Fritzsche
Title
Treasurer
Phone
9164222111
Signed
2024-11-09
Discuss with paid preparer
Yes

Preparer

Firm
The Pun Group LLP
Address
200 E Sandpointe Avenue Suite 600, Santa Ana, CA 92707
Preparer
James H Fritzsche CPA
Phone
9497778800
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: COMMUNITY SERVICE AWARDS. Amount: 5,909. Description: RYLA CAMP FEES. Amount: 2,070. Description: BANK CHARGES. Amount: 163. Description: OFFICE EXPENSES. Amount: 326. Description: STATE FEES. Amount: 50. Total to Form 990-EZ, line 16: 8,518.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: TRANSFER TO ROTARY CLUB OF AMERICAN RIVER. Amount: -59,766.

Raw XML Appendix178 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/OtherExpensesTotalAmt08518
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CARMICHAEL ROTARY FOUNDATION IS A NONPROFIT PUBLIC BENEFIT CORPORATION ORGANIZED FOR THE PURPOSES OF ADMINISTRATION AND DISBURSEMENT OF FUNDS OTHERWISE INTENDED TO BE DONATED TO OR THROUGH THE ROTARY CLUB OF CARMICHAEL FOR PUBLIC AND CHARITABLE PURPOSES.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05909
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt016435
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08618
IRS990EZ/TotalProgramServiceExpensesAmt05909
IRS990EZ/TotalRevenueAmt010577
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027012
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04666
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF AMERICAN REIVER FOUNDATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02020-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0680377535
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt059766
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IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0EFFECTIVE JUNE 30, 2024, THE CARMICHAEL ROTARY FOUNDATION, A 501C3 ORGANIZATION, MERGED WITH THE EAST SACRAMENTO ROTARY CLUB FOUNDATION, WITH THE LATTER ORGANIZATION AS THE SURVIVING ORGANIZATION. THIS MERGER WAS IN CONNECTION WITH THE COMBINATION OF THE ROTARY CLUB OF CARMICHAEL AND THE ROTARY CLUB OF EAST SACRAMENTO - BOTH 501C4 ORGANIZATIONS - THAT WAS EFECTIVE JULY 1, 2024.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 6c:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: COMMUNITY SERVICE AWARDS. Amount: 5,909. Description: RYLA CAMP FEES. Amount: 2,070. Description: BANK CHARGES. Amount: 163. Description: OFFICE EXPENSES. Amount: 326. Description: STATE FEES. Amount: 50. Total to Form 990-EZ, line 16: 8,518.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: TRANSFER TO ROTARY CLUB OF AMERICAN RIVER. Amount: -59,766.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES H FRITZSCHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09164222111
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARMICHAEL ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0810777203
ReturnHeader/Filer/PhoneNum09164222111
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 129
ReturnHeader/Filer/USAddress/CityNm0CARMICHAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464016990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Pun Group LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 E Sandpointe Avenue Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Ana
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092707
ReturnHeader/PreparerPersonGrp/PhoneNum09497778800
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James H Fritzsche CPA
ReturnHeader/ReturnTs02024-11-09T12:28:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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