Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
9th percentile
Higher net margin than 9% 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
20th percentile
Faster asset growth than 20% of similar nonprofits.
Revenue Growth
9th percentile
Faster revenue growth than 9% of similar nonprofits.
Balance Sheet
Assets
Down$36,142
Down $7,818 (-18%) from 2020
Net Assets
Down$36,142
Down $7,818 (-18%) from 2020
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$10,193
Down $29,254 (-74%) from 2020
Expenses
Down$18,011
Down $27,007 (-60%) from 2020
Net Income
Down-$7,818
Down $2,247 (-40%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Oct 26, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $10,193
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. | - | $18,011 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| STANLEY ROE | President | - | $0 | - | - |
| KATHARINE M DANZ | Treasurer | - | $0 | - | - |
| KAREN MUNSTERMAN | 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
- Katharine M Danz
- Title
- Treasurer
- Phone
- 9169324727
- Signed
- 2021-10-26
- 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 community services 11,313 youth services 1,535 international services 3,995 other 1,168 total 18,011”
Form 990-ez, Part II, Line 26
“OTHER LIABILITIES 0 0”
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 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 |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | STANLEY ROE |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | KATHARINE M DANZ |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | KAREN MUNSTERMAN |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | KATHARINE M DANZ |
| 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 | 43960 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 36142 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 10193 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -7818 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 43960 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 36142 |
| IRS990EZ/GrossReceiptsAmt | 0 | 10193 |
| 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 | 43960 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 36142 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 43960 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 36142 |
| 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 | STANLEY ROE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KATHARINE M DANZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KAREN MUNSTERMAN |
| 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 | 18011 |
| 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 | 18011 |
| 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/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 18011 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 18011 |
| IRS990EZ/TotalRevenueAmt | 0 | 10193 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 10193 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 39447 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 43342 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 226386 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 34194 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 353562 |
| 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 | 353562 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 10193 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 39447 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 43342 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 226386 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 34194 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 353562 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 10193 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 39447 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 43342 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 226386 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 34194 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 353562 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES COMMUNITY SERVICES 11,313 YOUTH SERVICES 1,535 INTERNATIONAL SERVICES 3,995 OTHER 1,168 TOTAL 18,011 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | OTHER LIABILITIES 0 0 |
| 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 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KATHARINE M DANZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9169324727 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-10-26 |
| 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/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 | 2021-10-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MARK BEIL CPA |
| ReturnHeader/ReturnTs | 0 | 2021-10-28T12:12:59-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | KATHARINE M |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | DANZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $36,142
- Liabilities
- -
- Net assets
- $36,142
- Revenue
- $10,193
- Expenses
- $18,011
- Net income
- -$7,818