Civic Intelligence

Folsom Rotary Foundation

990 • Fiscal year 2021 • EIN 94-3181710

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 03, 2021

Organization Profilewww.folsomrotaryfoundation.org
1905 Wesley DriveFolsom, CA 95630

(952) 484-5562

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

76th percentile

33%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

58th percentile

12%

Faster asset growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

-12%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$408,152

Up $44,462 (+12%) from 2020

Net Assets

Up

$408,152

Up $44,462 (+12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin76th percentile

Revenue

Down

$83,222

Down $10,981 (-12%) from 2020

Expenses

Down

$56,000

Down $20,509 (-27%) from 2020

Net Income

Up

$27,222

Up $9,528 (+54%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2016: $300,291Liabilities 2016: $0Net Assets 2016: $300,2912016Assets 2017: $303,321Liabilities 2017: $0Net Assets 2017: $303,3212017Assets 2018: $316,038Liabilities 2018: $0Net Assets 2018: $316,0382018Assets 2019: $345,996Liabilities 2019: $0Net Assets 2019: $345,9962019Assets 2020: $363,690Liabilities 2020: $0Net Assets 2020: $363,6902020Assets 2021: $408,152Liabilities 2021: $0Net Assets 2021: $408,1522021Assets 2022: $460,370Liabilities 2022: $0Net Assets 2022: $460,3702022Assets 2023: $461,146Liabilities 2023: $0Net Assets 2023: $461,1462023Assets 2024: $488,143Liabilities 2024: $0Net Assets 2024: $488,1432024Assets 2025: $644,328Liabilities 2025: $0Net Assets 2025: $644,3282025

Highlighted filing

2021

Assets$408,152
Liabilities$0
Net Assets$408,152
Open 2021 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0Revenue 2016: $83,244Expenses 2016: $51,523Net Income 2016: $31,7212016Revenue 2017: $64,952Expenses 2017: $61,922Net Income 2017: $3,0302017Revenue 2018: $92,754Expenses 2018: $80,037Net Income 2018: $12,7172018Revenue 2019: $95,974Expenses 2019: $66,016Net Income 2019: $29,9582019Revenue 2020: $94,203Expenses 2020: $76,509Net Income 2020: $17,6942020Revenue 2021: $83,222Expenses 2021: $56,000Net Income 2021: $27,2222021Revenue 2022: $151,079Expenses 2022: $98,861Net Income 2022: $52,2182022Revenue 2023: $78,525Expenses 2023: $77,749Net Income 2023: $7762023Revenue 2024: $89,781Expenses 2024: $81,210Net Income 2024: $8,5712024Revenue 2025: $263,776Expenses 2025: $83,691Net Income 2025: $180,0852025

Highlighted filing

2021

Revenue$83,222
Expenses$56,000
Net Income$27,222
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 3, 2021
Return Version
2020v4.1
Gross Receipts
$250,939
Mission and Program Overview

Mission

Community service projects in Folsom.

Provide monetary and volunteer support for community service projects in the city of Folsom, CA, and other projects the Board of Directors may approve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$280,925$309,116▲ $28,191
Cash and Non-Interest-Bearing Accounts$74,037$80,356▲ $6,319
Savings and Temporary Cash Investments$8,728$18,680▲ $9,952
Total Assets$363,690$408,152▲ $44,462
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$289,653$327,796▲ $38,143
Net Assets Without Donor Restrictions$74,037$80,356▲ $6,319
Total Net Assets Fund Balance$363,690$408,152▲ $44,462
Total Liabilities and Net Assets / Fund Balance$363,690$408,152▲ $44,462

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$245,406-▲ $32,461-$277,867
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Paul BonaventurePresident
Ramesh DonthaVice President
Rich PepinTrustee
Rosario RodriquezTrustee
Steve BrozoskyTrustee
Toby MargarianTrustee
Garry ParlierChief Financial Officer
Rich RiderSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$39,450
Program Service Revenue
$0
Investment Income
$22,345
Other Revenue
$21,427
All Other Contributions
$38,450
Change in Net Assets
$27,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,129
Other Expenses$3,871
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$52,129--$52,129
Fees for Service Investment Mgmnt Fees-$2,643-$2,643
Other Expenses-$18-$18
Total Functional Expenses$52,129$3,871$0$56,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$105,287
Fundraising Direct Expenses$83,860
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fireworks$105,287$105,287$83,860$21,427
Total Events$105,287$105,287$83,860$21,427
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Board members are provided a copy of form 990 for review.”

Conflict of interest policy compliance Part VI line 12C

“Board members are informed of conflict of interest policy.”

Governing documents etc available to public Part VI line 19

“Board makes available to public governing documents, tax returns and other financial information upon individual request.”

Filing and Contact Details

Filer

Filer Name
Folsom Rotary Foundation
EIN
94-3181710
Address
1905 WESLEY DRIVE, FOLSOM, CA 95630

Signing Officer

Name
Garry Parlier
Title
CFO
Signed
2021-11-03
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Compass CPA & Consulting Inc
Address
21 NATOMA ST STE 140, FOLSOM, CA 95630
Preparer
David Jackson
Phone
9166088664
Supplemental Narrative

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

“The Foundations intended use is to grow the permanent endowment fund in order to increase related investment income and contributions which in turn are used to support community, educational, health and other charitable causes and organizations within the Folsom, CA area.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundations intended use is to grow the permanent endowment fund in order to increase related investment income and contributions which in turn are used to support community, educational, health and other charitable causes and organizations within the Folsom, CA area.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Endowment funds intended uses (Part V, line 4)
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ARE PROVIDED A COPY OF FORM 990 FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE INFORMED OF CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MAKES AVAILABLE TO PUBLIC GOVERNING DOCUMENTS, TAX RETURNS AND OTHER FINANCIAL INFORMATION UPON INDIVIDUAL REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Garry Parlier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOLSOM ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FOLS
ReturnHeader/Filer/EIN0943181710
ReturnHeader/Filer/USAddress/AddressLine1Txt01905 WESLEY DRIVE
ReturnHeader/Filer/USAddress/CityNm0FOLSOM
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920188569
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COMPASS CPA & CONSULTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 NATOMA ST STE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOLSOM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095630
ReturnHeader/PreparerPersonGrp/PhoneNum09166088664
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Jackson
ReturnHeader/ReturnTs02022-05-11T19:40:25-04:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Parlier

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$408,152
Liabilities
$0
Net assets
$408,152
Revenue
$83,222
Expenses
$56,000
Net income
$27,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$2.64$0.84$1.80
2024Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.90$0.81$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.79$0.78$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$1.51$0.99$0.52
2021Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.83$0.56$0.27
2020Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.94$0.77$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.96$0.66$0.30
2018Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.93$0.80$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.65$0.62$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.83$0.52$0.32