Civic Intelligence

San Mateo Rotary Foundation

990 • Fiscal year 2015 • EIN 23-7101037

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 09, 2016

Organization ProfileWWW.SANMATEOROTARY.COM
PO Box 95San Mateo, CA 94401

(650) 574-5000

Siviq Scores

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

Liabilities / Assets

54th percentile

0.14x

Higher debt load relative to assets than 54% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

80th percentile

0.67x

Higher debt load relative to revenue than 80% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

72nd percentile

9.1%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-19%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$1,483,599

Up $124,221 (+9.1%) from 2014

Net Assets

Up

$1,283,031

Up $118,481 (+10%) from 2014

Liabilities

Up

$200,568

Up $5,740 (+2.9%) from 2014

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin89th percentile

Revenue

Down

$297,866

Down $68,851 (-19%) from 2014

Expenses

Up

$179,385

Up $39,914 (+29%) from 2014

Net Income

Down

$118,481

Down $108,765 (-48%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,119,121Liabilities 2012: $140,969Net Assets 2012: $978,1522012Assets 2013: $1,130,196Liabilities 2013: $192,892Net Assets 2013: $937,3042013Assets 2014: $1,359,378Liabilities 2014: $194,828Net Assets 2014: $1,164,5502014Assets 2015: $1,483,599Liabilities 2015: $200,568Net Assets 2015: $1,283,0312015Assets 2016: $1,470,164Liabilities 2016: $243,877Net Assets 2016: $1,226,2872016Assets 2017: $1,468,833Liabilities 2017: $190,086Net Assets 2017: $1,278,7472017Assets 2018: $1,559,011Liabilities 2018: $245,662Net Assets 2018: $1,313,3492018Assets 2019: $1,603,910Liabilities 2019: $257,383Net Assets 2019: $1,346,5272019Assets 2020: $1,703,205Liabilities 2020: $297,892Net Assets 2020: $1,405,3132020Assets 2021: $1,710,422Liabilities 2021: $258,780Net Assets 2021: $1,451,6422021Assets 2022: $1,748,344Liabilities 2022: $305,091Net Assets 2022: $1,443,2532022Assets 2023: $1,794,427Liabilities 2023: $360,604Net Assets 2023: $1,433,8232023Assets 2024: $1,838,532Liabilities 2024: $289,349Net Assets 2024: $1,549,1832024Assets 2025: $1,979,696Liabilities 2025: $261,609Net Assets 2025: $1,718,0872025

Highlighted filing

2015

Assets$1,483,599
Liabilities$200,568
Net Assets$1,283,031
Open 2015 Filing

Operations Trend

Revenue Growth15th percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $139,4442012Expenses 2013: $201,6462013Revenue 2014: $366,717Expenses 2014: $139,471Net Income 2014: $227,2462014Revenue 2015: $297,866Expenses 2015: $179,385Net Income 2015: $118,4812015Revenue 2016: $129,859Expenses 2016: $186,603Net Income 2016: -$56,7442016Revenue 2017: $261,518Expenses 2017: $209,058Net Income 2017: $52,4602017Revenue 2018: $236,470Expenses 2018: $201,868Net Income 2018: $34,6022018Revenue 2019: $271,137Expenses 2019: $237,959Net Income 2019: $33,1782019Revenue 2020: $251,515Expenses 2020: $192,729Net Income 2020: $58,7862020Revenue 2021: $239,224Expenses 2021: $192,895Net Income 2021: $46,3292021Revenue 2022: $318,185Expenses 2022: $326,574Net Income 2022: -$8,3892022Revenue 2023: $233,859Expenses 2023: $243,289Net Income 2023: -$9,4302023Revenue 2024: $335,734Expenses 2024: $220,374Net Income 2024: $115,3602024Revenue 2025: $434,202Expenses 2025: $265,298Net Income 2025: $168,9042025

Highlighted filing

2015

Revenue$297,866
Expenses$179,385
Net Income$118,481
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 9, 2016
Return Version
2014v6.0
Gross Receipts
$300,042
Mission and Program Overview

Mission

Support porgrams for youth, educational opportunities and interantional exchagnes for students, teachers, and other professionals. "service above self"

To support organizations and activities which improve and promote the local community's welfare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,174,382$1,315,810▲ $141,428
Savings and Temporary Cash Investments$184,596$167,489▼ $17,107
Total Assets$1,359,378$1,483,599▲ $124,221
Other Assets Total$400$300▼ $100
Liabilities
Other Liabilities$194,828$200,568▲ $5,740
Total Liabilities$194,828$200,568▲ $5,740
Net Assets / Fund Balance
Unrestricted Net Assets$540,767$745,085▲ $204,318
Temporarily Rstr Net Assets$623,783$537,946▼ $85,837
Total Net Assets Fund Balance$1,164,550$1,283,031▲ $118,481
Total Liabilities and Net Assets / Fund Balance$1,359,378$1,483,599▲ $124,221
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Sheila CanzianPast-president
Ed PhillipsPresident
Tony VillanuevaPresident-elect
Bob BinnDirector
Bruce BeanDirector
Dan JohndrowDirector
Dick BennettDirector
Jeff BassDirector
Kristen JensenDirector
Rich OrrDirector
Yvonne ShiuDirector
Ann CampbellSecretary
Juan RaigozaSgt-at-arms
Laura PorterSgt-at-arms
Steven McdonaldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$246,821
Program Service Revenue
$0
Investment Income
$44,716
Other Revenue
$6,329
All Other Contributions
$246,821
Change in Net Assets
$118,481
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$162,873
Other Expenses$16,512
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$103,462--$103,462
Grants to Domestic Orgs$59,411--$59,411
Fees for Services Legal-$5,317-$5,317
Office Expenses-$148-$148
Other Expenses-$85-$85
Total Functional Expenses$162,873$16,512$0$179,385
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
College of San MateoSan Mateo, CA-Scholarshipscholarship$11,650
Bayside Stem AcademySan Mateo, CA-Donation to Tutoring Program$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarship Awards Payable$200,568
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The board of directors reviews the form 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
San Mateo Rotary Foundation
EIN
23-7101037
Phone
6505745000
Address
PO BOX 95, SAN MATEO, CA 94401

Signing Officer

Name
Sheila Canzian
Title
President
Phone
6505227404
Signed
2016-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ed Phillips
Formed
1966
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Vocker Kristofferson and Co Cpas
Address
1700 S EL CAMINO REAL506, SAN MATEO, CA 94402
Preparer
Thomas H Vocker CPA
Phone
6505745000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“$61,565 was added to temporarily restricted fund during the fiscal year.”

Raw XML AppendixShowing 400 of 431 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.

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IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0227246
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0139471
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0366717
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0118481
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0184596
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0167489
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0267487
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0148115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0135769
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0126269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0119762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0797402
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt041900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt053097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026215
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023654
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023067
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0167933
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82600
IRS990ScheduleA/PublicSupportPY170Pct00.81280
IRS990ScheduleA/PublicSupportTotal170Amt0797402
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0267487
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0148115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0135769
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0126269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0119762
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0797402
IRS990ScheduleA/TotalSupportAmt0965335
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0200568
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIP AWARDS PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0200568
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0103462
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARDS TO LOCAL HIGH SCHOOL AND COMMUNITY COLLEGE STUDENTS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt041
IRS990ScheduleI/RecipientTable/CashGrantAmt011650
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPSCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DONATION TO TUTORING PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COLLEGE OF SAN MATEO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BAYSIDE STEM ACADEMY
IRS990ScheduleI/RecipientTable/RecipientEIN0946133905
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01700 WEST HILLSDALE BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12025 KEHOE AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN MATEO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN MATEO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094402
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194403
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$61,565 WAS ADDED TO TEMPORARILY RESTRICTED FUND DURING THE FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 1:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0623783
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0537946
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01359378
IRS990/TotalAssetsEOYAmt01483599
IRS990/TotalAssetsGrp/BOYAmt01359378
IRS990/TotalAssetsGrp/EOYAmt01483599
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0246821
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016512
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0162873
IRS990/TotalFunctionalExpensesGrp/TotalAmt0179385
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0194828
IRS990/TotalLiabilitiesEOYAmt0200568
IRS990/TotalLiabilitiesGrp/BOYAmt0194828
IRS990/TotalLiabilitiesGrp/EOYAmt0200568
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01164550
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01283031
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0162873
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt048229
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02816
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0297866
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01359378
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01483599
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0540767
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0745085
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 95
IRS990/USAddress/CityNm0SAN MATEO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094401
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,483,599
Liabilities
$200,568
Net assets
$1,283,031
Revenue
$297,866
Expenses
$179,385
Net income
$118,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.26$1.72$0.43$0.27$0.17
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.29$1.55$0.34$0.22$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.36$1.43$0.23$0.24$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.31$1.44$0.32$0.33$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.26$1.45$0.24$0.19$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.30$1.41$0.25$0.19$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.26$1.35$0.27$0.24$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.56$0.25$1.31$0.24$0.20$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.19$1.28$0.26$0.21$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.24$1.23$0.13$0.19$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.20$1.28$0.30$0.18$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.19$1.16$0.37$0.14$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.19$0.94$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.14$0.98$0.14