Liabilities / Assets
88th percentile
Higher debt load relative to assets than 88% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.38x
Liabilities / Revenue
94th percentile
Higher debt load relative to revenue than 94% of similar nonprofits.
Net Margin
2nd percentile
Higher net margin than 2% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
8th percentile
Faster asset growth than 8% of similar nonprofits.
Revenue Growth
4th percentile
Faster revenue growth than 4% of similar nonprofits.
Balance Sheet
Assets
Down$80,224
Down $92,795 (-54%) from 2018
Net Assets
Down$49,531
Down $118,488 (-71%) from 2018
Liabilities
Up$30,693
Up $25,693 (+514%) from 2018
Revenue And Expenses
Revenue
Down$43,342
Down $183,044 (-81%) from 2018
Expenses
Up$161,830
Up $74,066 (+84%) from 2018
Net Income
Down-$118,488
Down $257,110 (-185%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2018 to Jun 30, 2019
- Signed
- Oct 21, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $43,342
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
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | $161,830 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DAVID THORMAN | President | - | $0 | - | - |
| VINCENT IOSSO | Treasurer | - | $0 | - | - |
| TERRY SWEENEY | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Carmichael Rotary Foundation
- EIN
- 81-0777203
- Phone
- 9168034766
- Address
- PO BOX 129, CARMICHEAL, CA 95609-0129
Signing Officer
- Name
- Vincent Iosso
- Title
- Treasurer
- Phone
- 9168034766
- Signed
- 2019-10-21
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Mark Beil Accountancy Corp
- Address
- PO BOX 1055, CARMICHAEL, CA 95609-1055
- Preparer
- Mark Beil CPA
- Phone
- 9165645555
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses crab feed 13,376 community services 9,478 youth services 1,761 uganda water wells 136,225 other 990 total 161,830”
Form 990-ez, Part II, Line 26
“Other liabilities 5,000 30,693”
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 Appendix135 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | VINCENT IOSSO |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9168034766 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 129 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CARMICHAEL |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95609 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 173019 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 80224 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 43342 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -118488 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 173019 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 80224 |
| IRS990EZ/GrossReceiptsAmt | 0 | 43342 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 168019 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 49531 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 168019 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 49531 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DAVID THORMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | VINCENT IOSSO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | TERRY SWEENEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 161830 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 161830 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 5000 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 30693 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 161830 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 161830 |
| IRS990EZ/TotalRevenueAmt | 0 | 43342 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 43342 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 226386 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 34194 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 22000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 325922 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 325922 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 43342 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 226386 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 34194 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 22000 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 325922 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 43342 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 226386 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 34194 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 22000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 325922 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES CRAB FEED 13,376 COMMUNITY SERVICES 9,478 YOUTH SERVICES 1,761 UGANDA WATER WELLS 136,225 OTHER 990 TOTAL 161,830 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | OTHER LIABILITIES 5,000 30,693 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2020-01-14 16:20:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | VINCENT IOSSO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9168034766 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-10-21 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CARMICHAEL ROTARY FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CARM |
| ReturnHeader/Filer/EIN | 0 | 810777203 |
| ReturnHeader/Filer/PhoneNum | 0 | 9168034766 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 129 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CARMICHEAL |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 956090129 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 39C3C94B45F7C048A91D7F3056DEDDD6088785BE |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 39C3C94B45F7C048A91D7F3056DEDDD6088785BE |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 173.166.227.125 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-10-23 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 22:35:40 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 680474289 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MARK BEIL ACCOUNTANCY CORP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 1055 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CARMICHAEL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 956091055 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9165645555 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-10-21 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MARK BEIL CPA |
| ReturnHeader/ReturnTs | 0 | 2019-10-23T22:35:40-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
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.
- Assets
- $80,224
- Liabilities
- $30,693
- Net assets
- $49,531
- Revenue
- $43,342
- Expenses
- $161,830
- Net income
- -$118,488