Civic Intelligence

San Mateo Rotary Foundation

990 • Fiscal year 2016 • EIN 23-7101037

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

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

58th percentile

0.17x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

1.88x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

8th percentile

-44%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

40th percentile

-0.9%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-56%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$1,470,164

Down $13,435 (-0.9%) from 2015

Net Assets

Down

$1,226,287

Down $56,744 (-4.4%) from 2015

Liabilities

Up

$243,877

Up $43,309 (+22%) from 2015

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin8th percentile

Revenue

Down

$129,859

Down $168,007 (-56%) from 2015

Expenses

Up

$186,603

Up $7,218 (+4.0%) from 2015

Net Income

Down

-$56,744

Down $175,225 (-148%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2016

Assets$1,470,164
Liabilities$243,877
Net Assets$1,226,287
Open 2016 Filing

Operations Trend

Revenue Growth5th 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

2016

Revenue$129,859
Expenses$186,603
Net Income-$56,744
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$450,133
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$1,315,810$1,306,723▼ $9,087
Savings and Temporary Cash Investments$167,489$163,301▼ $4,188
Total Assets$1,483,599$1,470,164▼ $13,435
Other Assets Total$300$140▼ $160
Liabilities
Other Liabilities$200,568$243,877▲ $43,309
Total Liabilities$200,568$243,877▲ $43,309
Net Assets / Fund Balance
Unrestricted Net Assets$745,085$810,037▲ $64,952
Temporarily Rstr Net Assets$537,946$416,250▼ $121,696
Total Net Assets Fund Balance$1,283,031$1,226,287▼ $56,744
Total Liabilities and Net Assets / Fund Balance$1,483,599$1,470,164▼ $13,435
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 Jensen-mcnamaraDirector
Rich OrrDirector
Yvonne ShiuDirector
Anne CampbellSecretary
Juan RaigozaSgt-at-arms
Laura PorterSgt-at-arms
Jeff LowensteinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$133,714
Program Service Revenue
$0
Investment Income
$-7,980
Other Revenue
$4,125
All Other Contributions
$133,714
Change in Net Assets
$-56,744
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$170,229
Other Expenses$16,374
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$117,989--$117,989
Grants to Domestic Orgs$52,240--$52,240
Fees for Services Accounting-$5,472-$5,472
Fees for Services Other-$331-$331
Other Expenses-$105-$105
Total Functional Expenses$170,229$16,374$0$186,603
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
College of San MateoSan Mateo, CA-Scholarshipscholarship$18,700
Bayside Stem AcademySan Mateo, CA-Donation to Tutoring Program$3,000
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$243,877
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
Ed Phillips
Title
President
Phone
6505227404
Signed
2017-05-12
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
Michael Kim
Phone
6505745000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“$60,131 was removed from temporarily restricted funds during the fiscal year.”

Raw XML AppendixShowing 400 of 427 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/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0179385
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0297866
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-56744
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0167489
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0163301
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0137839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0267487
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0148115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0135769
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0126269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0815479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt050671
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt041900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt053097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt026215
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023654
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0195537
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80660
IRS990ScheduleA/PublicSupportPY170Pct00.82600
IRS990ScheduleA/PublicSupportTotal170Amt0815479
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0137839
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0267487
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0148115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0135769
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0126269
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0815479
IRS990ScheduleA/TotalSupportAmt01011016
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/Amt0243877
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIP AWARDS PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0243877
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt084200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARDS TO LOCAL HIGH SCHOOL AND COMMUNITY COLLEGE STUDENTS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt033
IRS990ScheduleI/RecipientTable/CashGrantAmt018700
IRS990ScheduleI/RecipientTable/CashGrantAmt13000
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$60,131 WAS REMOVED FROM TEMPORARILY RESTRICTED FUNDS 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/BOYAmt0537946
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0416250
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01483599
IRS990/TotalAssetsEOYAmt01470164
IRS990/TotalAssetsGrp/BOYAmt01483599
IRS990/TotalAssetsGrp/EOYAmt01470164
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0133714
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016374
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0170229
IRS990/TotalFunctionalExpensesGrp/TotalAmt0186603
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0200568
IRS990/TotalLiabilitiesEOYAmt0243877
IRS990/TotalLiabilitiesGrp/BOYAmt0200568
IRS990/TotalLiabilitiesGrp/EOYAmt0243877
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01283031
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01226287
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0170229
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt054796
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-58651
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0129859
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01483599
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01470164
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0745085
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0810037
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 95
IRS990/USAddress/CityNm0SAN MATEO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094401
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.SANMATEOROTARY.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,470,164
Liabilities
$243,877
Net assets
$1,226,287
Revenue
$129,859
Expenses
$186,603
Net income
-$56,744
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