Civic Intelligence

Placentia Rotary Foundation Inc

EIN 83-0871763 • 501(c)3 • Placentia, CA

Profile

Provide community organizational support for chamber of commerce, his house, police foundation and youth service organizations

PO Box 1331Placentia, CA 92871

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

0.98x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

91st percentile

0.47x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

16th percentile

-39%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

25th percentile

-35%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-38%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$13,805

Down $7,461 (-35%) from 2024

Liabilities

Up

$13,575

Up $3,749 (+38%) from 2024

Net Assets

Down

$230

Down $11,210 (-98%) from 2024

Operations
Liabilities / Revenue91st percentileNet Margin16th percentile

Revenue

Down

$28,618

Down $17,915 (-38%) from 2024

Expenses

Down

$39,828

Down $23,685 (-37%) from 2024

Net Income

Up

-$11,210

Up $5,770 (+34%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$40K$30K$20K$10K$0Assets 2018: $1Liabilities 2018: $02018Assets 2019: $27,792Liabilities 2019: $02019Assets 2020: $17,389Liabilities 2020: $02020Assets 2021: $39,317Liabilities 2021: $18,3822021Assets 2022: $37,484Liabilities 2022: $1,109Net Assets 2022: $36,3752022Assets 2023: $36,890Liabilities 2023: $8,470Net Assets 2023: $28,4202023Assets 2024: $21,266Liabilities 2024: $9,826Net Assets 2024: $11,4402024Assets 2025: $13,805Liabilities 2025: $13,575Net Assets 2025: $2302025

Highlighted filing

2025

Assets$13,805
Liabilities$13,575
Net Assets$230
Open 2025 Filing

Operations Trend

Revenue Growth23rd percentile

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

$100K$50K$0-$50KRevenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $39,702Expenses 2019: $11,910Net Income 2019: $27,7922019Revenue 2020: $20,770Expenses 2020: $31,173Net Income 2020: -$10,4032020Revenue 2021: $82,447Expenses 2021: $78,901Net Income 2021: $3,5462021Revenue 2022: $39,243Expenses 2022: $23,803Net Income 2022: $15,4402022Revenue 2023: $37,528Expenses 2023: $45,483Net Income 2023: -$7,9552023Revenue 2024: $46,533Expenses 2024: $63,513Net Income 2024: -$16,9802024Revenue 2025: $28,618Expenses 2025: $39,828Net Income 2025: -$11,2102025

Highlighted filing

2025

Revenue$28,618
Expenses$39,828
Net Income-$11,210
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,805
Liabilities
$13,575
Net assets
$230
Revenue
$28,618
Expenses
$39,828
Net income
-$11,210
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.8$13.6$0.23$28.6$39.8$11.2
2024Detailed filing. Detailed filing data is available for this year.$21.3$9.83$11.4$46.5$63.5$17.0
2023Detailed filing. Detailed filing data is available for this year.$36.9$8.47$28.4$37.5$45.5$7.96
2022Detailed filing. Detailed filing data is available for this year.$37.5$1.11$36.4$39.2$23.8$15.4
2021Summary only. Only limited summary data is available for this year.$39.3$18.4$82.4$78.9$3.55
2020Summary only. Only limited summary data is available for this year.$17.4$0.00$20.8$31.2$10.4
2019Summary only. Only limited summary data is available for this year.$27.8$0.00$39.7$11.9$27.8
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 25, 2025
Return Version
2024v5.0
Gross Receipts
$28,618
Mission and Program Overview

Mission

Provide community organizational support for chamber of commerce, his house, police foundation and youth service organizations

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE PROJECTS-$21,534
COWABUNGA EVENT-$15,019
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN PADILLAPresident-$0--
KATHI BALDWINSecretary-$0--
DOTTIE ROGERSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Placentia Rotary Foundation Inc
EIN
83-0871763
Phone
7145012932
Address
PO BOX 1331, PLACENTIA, CA 92871

Signing Officer

Name
Dottie Rogers
Title
Treasurer
Phone
7145012932
Signed
2025-08-25

Preparer

Firm
Kevin N Frazier CPA
Address
1250 N LAKEVIEW AVE STE K, ANAHEIM, CA 92807-1801
Preparer
Kevin N Frazier
Phone
7147798699
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses administrative costs 540 taxes & fees 35 cowabunga event costs 15,019 storage rental 2,700 community service 5,619 youth scholarships 14,100 prayer breakfast 1,815 total 39,828”

Form 990-ez, Part II, Line 24

“Accounts receivable 270 388 total 270 388”

Form 990-ez, Part II, Line 26

“Other liabilities 9,826 13,575”

Form 990-ez, Part III

“Provide community organizational support for chamber of commerce, his house, police foundation and youth service organizations”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROGERS BUSINESS SERVICES
IRS990EZ/BooksInCareOfDetail/PhoneNum07142230883
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 S KRAEMER BOULEVARD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLACENTIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092870
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020996
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013417
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07092
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11210
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021266
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013805
IRS990EZ/GrossReceiptsAmt028618
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011440
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0230
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011440
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0230
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN PADILLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHI BALDWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DOTTIE ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0270
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0388
IRS990EZ/OtherExpensesTotalAmt039828
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE COMMUNITY ORGANIZATIONAL SUPPORT FOR CHAMBER OF COMMERCE, HIS HOUSE, POLICE FOUNDATION AND YOUTH SERVICE ORGANIZATIONS
IRS990EZ/ProgramServiceRevenueAmt021526
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COWABUNGA EVENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY SERVICE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015019
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121534
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09826
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013575
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039828
IRS990EZ/TotalProgramServiceExpensesAmt036553
IRS990EZ/TotalRevenueAmt028618
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06954
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt039243
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt082802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0143399
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0127500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0143399
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07092
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06954
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt039243
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt082802
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0143399
IRS990ScheduleA/TotalSupportAmt0143399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE COSTS 540 TAXES & FEES 35 COWABUNGA EVENT COSTS 15,019 STORAGE RENTAL 2,700 COMMUNITY SERVICE 5,619 YOUTH SCHOLARSHIPS 14,100 PRAYER BREAKFAST 1,815 TOTAL 39,828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 270 388 TOTAL 270 388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER LIABILITIES 9,826 13,575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE COMMUNITY ORGANIZATIONAL SUPPORT FOR CHAMBER OF COMMERCE, HIS HOUSE, POLICE FOUNDATION AND YOUTH SERVICE ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DOTTIE ROGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07145012932
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLACENTIA ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PLAC
ReturnHeader/Filer/EIN0830871763
ReturnHeader/Filer/PhoneNum07145012932
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1331
ReturnHeader/Filer/USAddress/CityNm0PLACENTIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092871
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330497281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEVIN N FRAZIER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01250 N LAKEVIEW AVE STE K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANAHEIM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928071801
ReturnHeader/PreparerPersonGrp/PhoneNum07147798699
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN N FRAZIER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-27T14:56:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.