Civic Intelligence

Carmichael Rotary Foundation

990EZ • Fiscal year 2016 • EIN 81-0777203

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

PO Box 129Carmicheal, CA 95609-0129

(916) 564-5555

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$21,858

No earlier filing loaded for comparison.

Net Assets

$21,858

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$22,000

No earlier filing loaded for comparison.

Expenses

$142

No earlier filing loaded for comparison.

Net Income

$21,858

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$21,858
Liabilities-
Net Assets$21,858

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$22,000
Expenses$142
Net Income$21,858
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$22,000
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.

Program Services

DescriptionGrantsExpenses
CARMICHAEL ROTARY FOUNDATION IS A NONPROFIT PUBLIC BENEFIT CORPORATION WHO ACCOMPLISHED THE ADMINISTRATION AND DISBURSEMENTS OF FUNDS OTHERWISE INTENDED TO BE DONATED TO OR THROUGH ROTARY CLUB OF CARMICHAEL FOR PUBLIC AND CHARITABLE PURPOSES.-$142
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID THORMANPresident-$0--
VINCENT IOSOTreasurer-$0--
MARK BEILSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Carmichael Rotary Foundation
EIN
81-0777203
Phone
9165645555
Address
PO BOX 129, CARMICHEAL, CA 95609-0129

Signing Officer

Name
David Thorman
Title
President
Phone
9165645555
Signed
2016-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Mark Beil Accountancy Corp
Address
PO BOX 13608, SACRAMENTO, CA 95853-3608
Preparer
Mark Beil CPA
Phone
9165645555
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank fees 142 total 142

Form 990-ez, Part III

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.

Form 990-ez, Part III, Line 28

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

Raw XML Appendix112 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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 142 TOTAL 142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CARMICHAEL 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CARMICHAEL ROTARY FOUNDATION IS A NONPROFIT PUBLIC BENEFIT CORPORATION WHO ACCOMPLISHED THE ADMINISTRATION AND DISBURSEMENTS OF FUNDS OTHERWISE INTENDED TO BE DONATED TO OR THROUGH ROTARY CLUB OF CARMICHAEL FOR PUBLIC AND CHARITABLE PURPOSES.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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ReturnHeader/ReturnTs02016-11-09T21:10:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings