Civic Intelligence

Rotary Club of Fair Oaks

EIN 94-1367937 • 501(c)4 • Fair Oaks, CA

Profile

To provide services to relevant social causes

PO Box 236Fair Oaks, CA 95628

www.rotaryfairoaks.org

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.59x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

86th percentile

0.27x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

28th percentile

-12%

Higher net margin than 28% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

81st percentile

27%

Faster revenue growth than 81% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$77,561

Up $10,702 (+16%) from 2024

Liabilities

Up

$45,824

Up $31,979 (+231%) from 2024

Net Assets

Down

$31,737

Down $21,277 (-40%) from 2024

Operations
Liabilities / Revenue86th percentileNet Margin28th percentile

Revenue

Up

$171,980

Up $37,042 (+27%) from 2024

Expenses

Up

$193,257

Up $68,675 (+55%) from 2024

Net Income

Down

-$21,277

Down $31,633 (-305%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$80K$60K$40K$20K$0Assets 2012: $10,031Liabilities 2012: $02012Assets 2013: $18,618Liabilities 2013: $02013Assets 2014: $26,650Liabilities 2014: $02014Assets 2015: $50,713Net Assets 2015: $50,7132015Assets 2016: $43,926Liabilities 2016: $02016Assets 2017: $49,931Liabilities 2017: $1,070Net Assets 2017: $48,8612017Assets 2018: $56,467Liabilities 2018: $02018Assets 2019: $49,026Liabilities 2019: $02019Assets 2020: $46,852Net Assets 2020: $46,8522020Assets 2021: $47,843Net Assets 2021: $47,8432021Assets 2022: $43,191Net Assets 2022: $43,1912022Assets 2023: $43,300Liabilities 2023: $389Net Assets 2023: $42,9112023Assets 2024: $66,859Liabilities 2024: $13,845Net Assets 2024: $53,0142024Assets 2025: $77,561Liabilities 2025: $45,824Net Assets 2025: $31,7372025

Highlighted filing

2025

Assets$77,561
Liabilities$45,824
Net Assets$31,737
Open 2025 Filing

Operations Trend

Revenue Growth81st percentile

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

$200K$100K$0-$100KRevenue 2012: $93,687Expenses 2012: $90,249Net Income 2012: $3,4382012Revenue 2013: $109,622Expenses 2013: $101,035Net Income 2013: $8,5872013Revenue 2014: $106,002Expenses 2014: $97,970Net Income 2014: $8,0322014Revenue 2015: $111,996Expenses 2015: $87,933Net Income 2015: $24,0632015Revenue 2016: $119,587Expenses 2016: $109,780Net Income 2016: $9,8072016Revenue 2017: $116,650Expenses 2017: $118,867Net Income 2017: -$2,2172017Revenue 2018: $90,043Expenses 2018: $83,295Net Income 2018: $6,7482018Revenue 2019: $92,217Expenses 2019: $99,678Net Income 2019: -$7,4612019Revenue 2020: $84,139Expenses 2020: $86,313Net Income 2020: -$2,1742020Revenue 2021: $44,737Expenses 2021: $44,098Net Income 2021: $6392021Revenue 2022: $27,997Expenses 2022: $32,649Net Income 2022: -$4,6522022Revenue 2023: $57,164Expenses 2023: $56,911Net Income 2023: $2532023Revenue 2024: $134,938Expenses 2024: $124,582Net Income 2024: $10,3562024Revenue 2025: $171,980Expenses 2025: $193,257Net Income 2025: -$21,2772025

Highlighted filing

2025

Revenue$171,980
Expenses$193,257
Net Income-$21,277
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$77,561
Liabilities
$45,824
Net assets
$31,737
Revenue
$171,980
Expenses
$193,257
Net income
-$21,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.78$0.46$0.32$1.72$1.93$0.21
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.14$0.53$1.35$1.25$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.57$0.57$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.28$0.33$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.45$0.44$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.84$0.86$0.02
2019Summary only. Only limited summary data is available for this year.$0.49$0.00$0.92$1.00$0.07
2018Summary only. Only limited summary data is available for this year.$0.56$0.00$0.90$0.83$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.49$1.17$1.19$0.02
2016Summary only. Only limited summary data is available for this year.$0.44$0.00$1.20$1.10$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.51$1.12$0.88$0.24
2014Summary only. Only limited summary data is available for this year.$0.27$0.00$1.06$0.98$0.08
2013Summary only. Only limited summary data is available for this year.$0.19$0.00$1.10$1.01$0.09
2012Summary only. Only limited summary data is available for this year.$0.10$0.00$0.94$0.90$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$171,980
Mission and Program Overview

Mission

To provide services to relevant social causes

Provice Services - Relevant Social Cause

Program Services

DescriptionGrantsExpenses
The Rotary Club of Fair Oaks raised funds for over 15 community service projects.This includes but is not limited to:Grants,Community Events & other services that benefit community$5,936$13,943
The Rotary Club of Fair Oaks raised fund & contributed to over 10 youth services, including but not limited to various youth scholarships$6,514$11,850
The Rotary Club of Fair Oaks raised funds & contributed to the Internations Programs by the Foundation including the Youth Rotary Exchange-$7,040
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETSY ALBERTSPresidentPT$0--
DORIS FULGHAMPresident ElectPT$0--
DENNIS DUNBARVice PresidentPT$0--
STEPHANIE HOLZKNECHTSecretaryPT$0--
DAN OAKSTreasurerPT$0--
KEITH WALTERImmediate Past PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed----
Filing and Contact Details

Filer

Filer Name
Rotary Club of Fair Oaks
EIN
94-1367937
In Care Of
% Betsy Alberts
Address
PO BOX 236, Fair Oaks, CA 95628

Signing Officer

Name
Betsy Alberts
Title
President
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Hirsch CPA Tax Consultants
Address
2130 Professional Dr Ste 230, Roseville, CA 95661
Preparer
Melanie Hirsch
Phone
9169621040
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Program Services Grantee Various Activity Community Services Grantee Various Activity FORF Services Grantee Various Activity Global Grant Activity District Grant Amount 9,653Activity Community Grant Amount 10,400”

Description of other expenses Part I line 16

“Description AmountSocial Activity 2,078Vocational Service 567Q of clubs 130Community Services 13,943International Services 7,040Dinner Food Payment 30,231Misc 954RI dues 9,821Youth Services 11,850District Dues 3,828RI annual fund donations 648”

Description of other assets Part II line 24

“Category Beginning of Year End of YearInvestment account 505 21,163CD 21,163 0”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPPA 13,845 24,998Northridge Shoe Closet 0 15,131Katie Yount Mayoral Funds 0 5,695”

Raw XML Appendix144 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/BenefitsPaidToOrForMembersAmt05832
IRS990EZ/BooksInCareOfDetail/PersonNm0Dan Oaks
IRS990EZ/BooksInCareOfDetail/PhoneNum07757900330
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 236
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fair Oaks
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095628
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045191
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056398
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012450
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21277
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066859
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077561
IRS990EZ/FundraisingGrossIncomeAmt067120
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020053
IRS990EZ/GrossReceiptsAmt0171980
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt041689
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053014
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031737
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053014
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031737
IRS990EZ/OccupancyRentUtltsAndMaintAmt05100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETSY ALBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DORIS FULGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENNIS DUNBAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE HOLZKNECHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAN OAKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEITH WALTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5IMMEDIATE PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt021668
IRS990EZ/OtherAssetsTotalDetail/EOYAmt021163
IRS990EZ/OtherExpensesTotalAmt081090
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provice Services - Relevant Social Cause
IRS990EZ/PrintingPublicationsPostageAmt070042
IRS990EZ/ProgramServiceRevenueAmt050721
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Rotary Club of Fair Oaks raised funds for over 15 community service projects.This includes but is not limited to:Grants,Community Events & other services that benefit community
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The Rotary Club of Fair Oaks raised funds & contributed to the Internations Programs by the Foundation including the Youth Rotary Exchange
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Rotary Club of Fair Oaks raised fund & contributed to over 10 youth services, including but not limited to various youth scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05936
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16514
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013943
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17040
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211850
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt011140
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt067120
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt013845
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt045824
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0193257
IRS990EZ/TotalProgramServiceExpensesAmt032833
IRS990EZ/TotalRevenueAmt0171980
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0ROTARYFAIROAKS.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Crab Feed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Program Services Grantee Various Activity Community Services Grantee Various Activity FORF Services Grantee Various Activity Global Grant Activity District Grant Amount 9,653Activity Community Grant Amount 10,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountSocial Activity 2,078Vocational Service 567Q of clubs 130Community Services 13,943International Services 7,040Dinner Food Payment 30,231Misc 954RI dues 9,821Youth Services 11,850District Dues 3,828RI annual fund donations 648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearInvestment account 505 21,163CD 21,163 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearPPA 13,845 24,998Northridge Shoe Closet 0 15,131Katie Yount Mayoral Funds 0 5,695
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETSY ALBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF FAIR OAKS
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0941367937
ReturnHeader/Filer/InCareOfNm0% Betsy Alberts
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 236
ReturnHeader/Filer/USAddress/CityNm0Fair Oaks
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095628
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833921544
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hirsch CPA Tax Consultants
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02130 Professional Dr Ste 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09169621040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE HIRSCH
ReturnHeader/ReturnTs02025-11-11T23:13:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.