Civic Intelligence

Carmichael Rotary Foundation

990EZ • Fiscal year 2022 • EIN 81-0777203

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 02, 2022

PO Box 129Carmichael, CA 95609-0129

(916) 803-4766

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

74th percentile

24%

Higher net margin than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

89th percentile

163%

Faster revenue growth than 89% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$42,630

Up $6,488 (+18%) from 2021

Net Assets

Up

$42,630

Up $6,488 (+18%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$26,773

Up $16,580 (+163%) from 2021

Expenses

Up

$20,285

Up $2,274 (+13%) from 2021

Net Income

Up

$6,488

Up $14,306 (+183%) from 2021

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

2022

Assets$42,630
Liabilities-
Net Assets$42,630

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

2022

Revenue$26,773
Expenses$20,285
Net Income$6,488
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 2, 2022
Return Version
2021v4.0
Gross Receipts
$26,773
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.-$20,285
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STANLEY ROEPresident-$0--
KATHARINE M DANZTreasurer-$0--
KAREN MUNSTERMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Carmichael Rotary Foundation
EIN
81-0777203
Phone
9168034766
Address
PO BOX 129, CARMICHAEL, CA 95609-0129

Signing Officer

Name
Katharine M Danz
Title
Treasurer
Phone
9169324727
Signed
2022-11-02
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 11,074 youth services 915 international services 3,280 vocational services 3,230 other 1,786 total 20,285

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 Appendix131 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES COMMUNITY SERVICES 11,074 YOUTH SERVICES 915 INTERNATIONAL SERVICES 3,280 VOCATIONAL SERVICES 3,230 OTHER 1,786 TOTAL 20,285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER LIABILITIES 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CARMICHAEL 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/ExplanationTxt3CARMICHAEL 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/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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ReturnHeader/TaxPeriodBeginDt02021-07-01
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ReturnHeader/TaxYr02021

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Filings