Civic Intelligence

Fremont Morning Rotary Foundation

EIN 94-3118465 • 501(c)3 • Fremont, CA

Profile

Provide scholarships, grants and general support for local schools and other charitable organizations as part of the rotary international program and mission.

PO Box 14665Fremont, CA 94539

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

25th percentile

-16%

Higher net margin than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

-0.3%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

93%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$163,684

Down $573 (-0.3%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$163,684

Down $25 (-0.0%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Up

$12,821

Up $6,175 (+93%) from 2023

Expenses

Up

$14,903

Up $556 (+3.9%) from 2023

Net Income

Up

-$2,082

Up $5,619 (+73%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $135,070Liabilities 2011: $02011Assets 2012: $137,935Liabilities 2012: $02012Assets 2013: $140,009Net Assets 2013: $140,0092013Assets 2014: $132,868Liabilities 2014: $55Net Assets 2014: $132,8132014Assets 2015: $125,163Net Assets 2015: $125,1632015Assets 2016: $113,759Liabilities 2016: $1,083Net Assets 2016: $112,6762016Assets 2017: $134,518Liabilities 2017: $1,273Net Assets 2017: $133,2452017Assets 2018: $129,920Liabilities 2018: $9212018Assets 2019: $152,377Liabilities 2019: $117Net Assets 2019: $152,2602019Assets 2020: $167,958Net Assets 2020: $167,9582020Assets 2021: $175,288Liabilities 2021: $88Net Assets 2021: $175,2002021Assets 2022: $172,022Liabilities 2022: $372Net Assets 2022: $171,6502022Assets 2023: $164,257Liabilities 2023: $548Net Assets 2023: $163,7092023Assets 2024: $163,684Net Assets 2024: $163,6842024

Highlighted filing

2024

Assets$163,684
Liabilities-
Net Assets$163,684
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50KRevenue 2011: $98,937Expenses 2011: $83,361Net Income 2011: $15,5762011Revenue 2012: $16,836Expenses 2012: $13,971Net Income 2012: $2,8652012Revenue 2013: $54,373Expenses 2013: $52,299Net Income 2013: $2,0742013Revenue 2014: $10,483Expenses 2014: $17,679Net Income 2014: -$7,1962014Revenue 2015: $28,627Expenses 2015: $36,277Net Income 2015: -$7,6502015Revenue 2016: $1,963Expenses 2016: $14,450Net Income 2016: -$12,4872016Revenue 2017: $40,270Expenses 2017: $19,701Net Income 2017: $20,5692017Revenue 2018: $8,187Expenses 2018: $11,920Net Income 2018: -$3,7332018Revenue 2019: $56,490Expenses 2019: $33,271Net Income 2019: $23,2192019Revenue 2020: $24,438Expenses 2020: $8,740Net Income 2020: $15,6982020Revenue 2021: $19,036Expenses 2021: $16,796Net Income 2021: $2,2402021Revenue 2022: $12,901Expenses 2022: $16,389Net Income 2022: -$3,4882022Revenue 2023: $6,646Expenses 2023: $14,347Net Income 2023: -$7,7012023Revenue 2024: $12,821Expenses 2024: $14,903Net Income 2024: -$2,0822024

Highlighted filing

2024

Revenue$12,821
Expenses$14,903
Net Income-$2,082
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,684
Liabilities
-
Net assets
$163,684
Revenue
$12,821
Expenses
$14,903
Net income
-$2,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.13$0.15$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.01$1.64$0.07$0.14$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.13$0.16$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.19$0.17$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.68$1.68$0.24$0.09$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.56$0.33$0.23
2018Summary only. Only limited summary data is available for this year.$1.30$0.01$0.08$0.12$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.01$1.33$0.40$0.20$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.13$0.02$0.14$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.25$1.25$0.29$0.36$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.10$0.18$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$1.40$0.54$0.52$0.02
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$0.17$0.14$0.03
2011Summary only. Only limited summary data is available for this year.$1.35$0.00$0.99$0.83$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$12,821
Mission and Program Overview

Mission

Provide scholarships, grants and general support for local schools and other charitable organizations as part of the rotary international program and mission.

Program Services

DescriptionGrantsExpenses
CASH DONATIONS TO LOCAL AND NATIONAL YOUTH ORGANIZATIONS-$9,800
CASH DONATIONS TO LOCAL SENIOR CITIZENS CHARITABLE ORGANIZATIONS-$3,500
PROVIDE FOOD TO LOCAL HOMELESS SHELTER CHARITABLE ORGANIZATION-$640
CASH DONATIONS FOR VARIOUS LOCAL AND INTERNATIONAL ORGANIZATIONS-$500
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERRI HUSSEYDirector-$0--
JEBOY KOSHYDirector-$0--
DIANE PERRYTreasurer-$0--
FENTON KREMERSecretary-$0--
STEVE SCHWABPresident-$0--
Filing and Contact Details

Filer

Filer Name
Fremont Morning Rotary Foundation
EIN
94-3118465
Phone
5107947555
Address
PO BOX 14665, FREMONT, CA 94539

Signing Officer

Name
Diane Perry
Title
Treasurer
Signed
2025-05-13
Supplemental Narrative

Additional Explanations

Other Assets.1

“DUE FROM RELATED ENTITY - Beginning $0 DUE FROM RELATED ENTITY - Ending $1737”

Total Liabilities.1

“DUE TO RELATED ENTITY - Beginning $548 DUE TO RELATED ENTITY - Ending $0”

Raw XML Appendix163 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0DIANE PERRY
IRS990EZ/BooksInCareOfDetail/PhoneNum05104102417
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017017 GOLDEN STONE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SISTERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097759
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0164257
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0161947
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08376
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2082
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0137
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0164257
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0163684
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014440
IRS990EZ/GrossReceiptsAmt012821
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04445
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0163709
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0163684
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0163709
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0163684
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GERRI HUSSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEBOY KOSHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANE PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FENTON KREMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVE SCHWAB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01737
IRS990EZ/OtherChangesInNetAssetsAmt02057
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS, GRANTS AND GENERAL SUPPORT FOR LOCAL SCHOOLS AND OTHER CHARITABLE ORGANIZATIONS AS PART OF THE ROTARY INTERNATIONAL PROGRAM AND MISSION.
IRS990EZ/PrintingPublicationsPostageAmt0326
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FOOD TO LOCAL HOMELESS SHELTER CHARITABLE ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CASH DONATIONS TO LOCAL AND NATIONAL YOUTH ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CASH DONATIONS TO LOCAL SENIOR CITIZENS CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3CASH DONATIONS FOR VARIOUS LOCAL AND INTERNATIONAL ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0640
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0548
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014903
IRS990EZ/TotalProgramServiceExpensesAmt014440
IRS990EZ/TotalRevenueAmt012821
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08376
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04376
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035733
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04245
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03621
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03471
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014660
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013912
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt039909
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04245
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03621
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03471
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014660
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013912
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt039909
IRS990ScheduleA/InvestmentIncomeCYPct00.52760
IRS990ScheduleA/InvestmentIncomePYPct00.31380
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.47240
IRS990ScheduleA/PublicSupportPY509Pct00.68620
IRS990ScheduleA/PublicSupportTotal509Amt035733
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08376
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt09430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04376
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010526
IRS990ScheduleA/Total509Grp/TotalAmt035733
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012621
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt012901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019036
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt024438
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt075642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUE FROM RELATED ENTITY - Beginning $0 DUE FROM RELATED ENTITY - Ending $1737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE TO RELATED ENTITY - Beginning $548 DUE TO RELATED ENTITY - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREMONT MORNING ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FREM
ReturnHeader/Filer/EIN0943118465
ReturnHeader/Filer/PhoneNum05107947555
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 14665
ReturnHeader/Filer/USAddress/CityNm0FREMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094539
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-05-13T11:10:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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