Rocklin Educational Excellence Foundation

Nonprofit profile at a glance

EIN
263774416
IRS 990-EZ coverage
2015–2024
Forms available
Form 990-EZ 2024, Form 990-N 2013
Location
Rocklin, CA, USA
Phone
9166242428
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$109,043
Expenses
$106,962
Assets
$335,040

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • Alex Wright (Vice President)
  • Lisa Loschiavo (President)

People named in this filing

  • Alex Wright (Vice President)
  • KEN BROADWAY (Secretary)
  • Lisa Loschiavo (President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Rocklin Educational Excellence Foundation provides financial and community resources to the schools of the Rocklin Unified School District to enhance and promote educational excellence.

What it reported doing in 2024

Educational programs not included in normal school curriculum incluidng anit-bulling programs

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 82
  • Sustainability: 53
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 80.7%; rating input score 81
  • Program expense ratio: 82.2%; rating input score 82

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 1.9%; rating input score 40; 40th percentile among comparable filings
  • Total-asset coverage ratio: 3.13; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 12.8% per year; rating input score 100; 66th percentile among comparable filings
  • Revenue growth: 1.1% per year; rating input score 100; 26th percentile among comparable filings
  • Asset growth: 9.6% per year; rating input score 100; 60th percentile among comparable filings

Details

  • Where the money goes: 80.7% of revenue deployed · 82.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $88K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 40/100.