Civic Intelligence

Rotary Club of Carmichael

EIN 94-6083061 • 501(c)4 • Carmicheal, CA

Profile

Community support and fund raising.

PO Box 129Carmicheal, CA 95609-0129

n/A

Siviq Scores

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

Liabilities / Assets

84th percentile

0.21x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.19x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

29th percentile

-11%

Higher net margin than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

30th percentile

-17%

Faster asset growth than 30% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

9.0%

Faster revenue growth than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$19,813

Down $4,036 (-17%) from 2022

Liabilities

Down

$4,131

Down $1,667 (-29%) from 2022

Net Assets

Down

$15,682

Down $2,369 (-13%) from 2022

Operations
Liabilities / Revenue84th percentileNet Margin29th percentile

Revenue

Up

$21,711

Up $1,791 (+9.0%) from 2022

Expenses

Down

$24,080

Down $10,636 (-31%) from 2022

Net Income

Up

-$2,369

Up $12,427 (+84%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$60K$40K$20K$0Assets 2012: $19,804Liabilities 2012: $11,4472012Assets 2013: $23,607Liabilities 2013: $7,4022013Assets 2014: $30,819Liabilities 2014: $4,7522014Assets 2015: $40,531Liabilities 2015: $10,1432015Assets 2016: $29,283Liabilities 2016: $14,504Net Assets 2016: $14,7792016Assets 2017: $30,120Liabilities 2017: $10,733Net Assets 2017: $19,3872017Assets 2018: $34,208Liabilities 2018: $5,274Net Assets 2018: $28,9342018Assets 2019: $37,062Liabilities 2019: $5,333Net Assets 2019: $31,7292019Assets 2020: $35,047Liabilities 2020: $2,687Net Assets 2020: $32,3602020Assets 2021: $36,587Liabilities 2021: $3,740Net Assets 2021: $32,8472021Assets 2022: $23,849Liabilities 2022: $5,798Net Assets 2022: $18,0512022Assets 2023: $19,813Liabilities 2023: $4,131Net Assets 2023: $15,6822023

Highlighted filing

2023

Assets$19,813
Liabilities$4,131
Net Assets$15,682
Open 2023 Filing

Operations Trend

Revenue Growth66th percentile

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

$100K$50K$0-$50KRevenue 2012: $34,499Expenses 2012: $33,836Net Income 2012: $6632012Revenue 2013: $48,818Expenses 2013: $41,491Net Income 2013: $7,3272013Revenue 2014: $48,815Expenses 2014: $42,353Net Income 2014: $6,4622014Revenue 2015: $49,426Expenses 2015: $45,105Net Income 2015: $4,3212015Revenue 2016: $59,033Expenses 2016: $72,625Net Income 2016: -$13,5922016Revenue 2017: $43,963Expenses 2017: $39,355Net Income 2017: $4,6082017Revenue 2018: $20,121Expenses 2018: $10,574Net Income 2018: $9,5472018Revenue 2019: $30,796Expenses 2019: $28,001Net Income 2019: $2,7952019Revenue 2020: $25,257Expenses 2020: $24,626Net Income 2020: $6312020Revenue 2021: $13,031Expenses 2021: $12,544Net Income 2021: $4872021Revenue 2022: $19,920Expenses 2022: $34,716Net Income 2022: -$14,7962022Revenue 2023: $21,711Expenses 2023: $24,080Net Income 2023: -$2,3692023

Highlighted filing

2023

Revenue$21,711
Expenses$24,080
Net Income-$2,369
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,813
Liabilities
$4,131
Net assets
$15,682
Revenue
$21,711
Expenses
$24,080
Net income
-$2,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$19.8$4.13$15.7$21.7$24.1$2.37
2022Detailed filing. Detailed filing data is available for this year.$23.8$5.80$18.1$19.9$34.7$14.8
2021Detailed filing. Detailed filing data is available for this year.$36.6$3.74$32.8$13.0$12.5$0.49
2020Detailed filing. Detailed filing data is available for this year.$35.0$2.69$32.4$25.3$24.6$0.63
2019Detailed filing. Detailed filing data is available for this year.$37.1$5.33$31.7$30.8$28.0$2.80
2018Detailed filing. Detailed filing data is available for this year.$34.2$5.27$28.9$20.1$10.6$9.55
2017Detailed filing. Detailed filing data is available for this year.$30.1$10.7$19.4$44.0$39.4$4.61
2016Detailed filing. Detailed filing data is available for this year.$29.3$14.5$14.8$59.0$72.6$13.6
2015Summary only. Only limited summary data is available for this year.$40.5$10.1$49.4$45.1$4.32
2014Summary only. Only limited summary data is available for this year.$30.8$4.75$48.8$42.4$6.46
2013Summary only. Only limited summary data is available for this year.$23.6$7.40$48.8$41.5$7.33
2012Summary only. Only limited summary data is available for this year.$19.8$11.4$34.5$33.8$0.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 25, 2023
Return Version
2022v5.0
Gross Receipts
$21,711
Mission and Program Overview

Mission

Community support and fund raising.

Program Services

DescriptionGrantsExpenses
ADMINISTRATION OF ACTIVITIES TOWARD THE GOALS OF ROTARY INTERNATIONAL, DISTRICT AND CLUB SERVICES AND SUPPORT FOR THE CARMICHAEL ROTARY FOUNDATION-$24,080
COMMUNITY SERVICES TOWARD COMMUNITY PARKS, SPECIAL OLYMPICS, CHRISTMAS FOOD BASKETS FOR NEEDY FAMILIES, DICTIONARIES FOR GRADE SCHOOL CHILDREN, CARMICHAEL LIBRARY DONATIONS ALONG WITH OTHER COMMUNITY SERVICES.--
YOUTH SCHOLARSHIPS FOR VOCATIONAL AND COMMUNITY SERVICES--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD BAUERSecretary-$0--
DAVID THORMANPresident El-$0--
MARK BEILPresident-$0--
RICHARD OLEBEPast Perside-$0--
JAY BOATWRIGHTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Carmichael
EIN
94-6083061
Phone
9165645555
Address
PO BOX 129, CARMICHEAL, CA 95609-0129

Signing Officer

Name
Jay Boatwright
Title
Treasurer
Signed
2023-09-25

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 club expense 17,798 dues 4,317 rent 1,820 taxes and licenses 145 total 24,080”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 700 700 total 700 700”

Form 990-ez, Part II, Line 26

“Prepaid dues 5,200 4,050 easter seal clearing 598 81”

Raw XML Appendix110 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/PersonNm0JAY BOATWRIGHT
IRS990EZ/BooksInCareOfDetail/PhoneNum09165645555
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04120 DEPAUL COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095821
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023149
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019113
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021711
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2369
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023849
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019813
IRS990EZ/GrossReceiptsAmt021711
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018051
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015682
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018051
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015682
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD BAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID THORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK BEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD OLEBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAY BOATWRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PERSIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0700
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0700
IRS990EZ/OtherExpensesTotalAmt024080
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SUPPORT AND FUND RAISING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADMINISTRATION OF ACTIVITIES TOWARD THE GOALS OF ROTARY INTERNATIONAL, DISTRICT AND CLUB SERVICES AND SUPPORT FOR THE CARMICHAEL ROTARY FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY SERVICES TOWARD COMMUNITY PARKS, SPECIAL OLYMPICS, CHRISTMAS FOOD BASKETS FOR NEEDY FAMILIES, DICTIONARIES FOR GRADE SCHOOL CHILDREN, CARMICHAEL LIBRARY DONATIONS ALONG WITH OTHER COMMUNITY SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2YOUTH SCHOLARSHIPS FOR VOCATIONAL AND COMMUNITY SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024080
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05798
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04131
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024080
IRS990EZ/TotalProgramServiceExpensesAmt024080
IRS990EZ/TotalRevenueAmt021711
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CLUB EXPENSE 17,798 DUES 4,317 RENT 1,820 TAXES AND LICENSES 145 TOTAL 24,080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORIES FOR SALE OR USE 700 700 TOTAL 700 700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID DUES 5,200 4,050 EASTER SEAL CLEARING 598 81
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
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY BOATWRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF CARMICHAEL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0946083061
ReturnHeader/Filer/PhoneNum09165645555
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 129
ReturnHeader/Filer/USAddress/CityNm0CARMICHEAL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0956090129
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680474289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARK BEIL ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1055
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMICHAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956091055
ReturnHeader/PreparerPersonGrp/PhoneNum09165645555
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK BEIL CPA
ReturnHeader/ReturnTs02023-09-30T14:35:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOATWRIGHT
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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