Civic Intelligence

San Mateo Rotary Foundation

990 • Fiscal year 2018 • EIN 23-7101037

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

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

59th percentile

0.16x

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

1.04x

Higher debt load relative to revenue than 86% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

65th percentile

6.1%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-9.6%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$1,559,011

Up $90,178 (+6.1%) from 2017

Net Assets

Up

$1,313,349

Up $34,602 (+2.7%) from 2017

Liabilities

Up

$245,662

Up $55,576 (+29%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin72nd percentile

Revenue

Down

$236,470

Down $25,048 (-9.6%) from 2017

Expenses

Down

$201,868

Down $7,190 (-3.4%) from 2017

Net Income

Down

$34,602

Down $17,858 (-34%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$1,559,011
Liabilities$245,662
Net Assets$1,313,349
Open 2018 Filing

Operations Trend

Revenue Growth22nd 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

2018

Revenue$236,470
Expenses$201,868
Net Income$34,602
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$303,568
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$1,265,973$1,338,514▲ $72,541
Savings and Temporary Cash Investments$202,260$219,597▲ $17,337
Accounts Receivable$600$900▲ $300
Total Assets$1,468,833$1,559,011▲ $90,178
Liabilities
Other Liabilities$190,086$245,662▲ $55,576
Total Liabilities$190,086$245,662▲ $55,576
Net Assets / Fund Balance
Temporarily Rstr Net Assets$537,202$924,461▲ $387,259
Unrestricted Net Assets$741,545$388,888▼ $352,657
Total Net Assets Fund Balance$1,278,747$1,313,349▲ $34,602
Total Liabilities and Net Assets / Fund Balance$1,468,833$1,559,011▲ $90,178
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Tony VillanuevaPast-president
Chris EckertPresident
Bruce BeanPresident - Elect
Bill KenneyDirector
Chris DelongDirector
Chuck OsbornDirector
Kitty LopezDirector
Paul RogervilleDirector
Rod LinharesDirector
Steve FickDirector
Anne CampbellSecretary
Jodi De SmidtSgt-at-arms
Matt LauSgt-at-arms
Jeff LowensteinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$173,104
Program Service Revenue
$0
Investment Income
$63,366
Other Revenue
$0
All Other Contributions
$173,104
Change in Net Assets
$34,602
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$183,599
Other Expenses$18,269
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$126,311--$126,311
Grants to Domestic Orgs$57,288--$57,288
Fees for Services Accounting-$5,640-$5,640
Fees for Services Other-$1,026-$1,026
Office Expenses-$241-$241
Other Expenses$700$120-$120
Total Functional Expenses$184,299$17,569$0$201,868
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
College of San MateoSan Mateo, CA-Scholarshipsscholarship$17,500
San Mateo Police Activities LeagueSan Mateo, CA-Donations$5,420
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$245,662
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 11B

“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
Chuck Osborn
Title
Treasurer
Phone
6505227404
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chuck Osborn
Formed
1966
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 1:

“$421,000.00 was transferred from unrestricted funds to temporarily restricted funds during the fiscal year to correct the beginning balances. $33,740 was transfered from the unrestricted funds to temporarily restricted funds for the current year activity.”

Raw XML AppendixShowing 400 of 425 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/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0202260
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0219597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0173104
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0194628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0137839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0267487
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0148115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0921173
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt063366
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt066890
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt050671
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt041900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt053097
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0275924
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76950
IRS990ScheduleA/PublicSupportPY170Pct00.78730
IRS990ScheduleA/PublicSupportTotal170Amt0921173
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0173104
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0194628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0137839
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0267487
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0148115
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0921173
IRS990ScheduleA/TotalSupportAmt01197097
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0245662
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIP AWARDS PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0245662
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0123652
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARDS TO LOCAL HIGH SCHOOL AND COMMUNITY COLLEGE STUDENTS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt073
IRS990ScheduleI/RecipientTable/CashGrantAmt017500
IRS990ScheduleI/RecipientTable/CashGrantAmt15420
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPSSCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DONATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COLLEGE OF SAN MATEO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SAN MATEO POLICE ACTIVITIES LEAGUE
IRS990ScheduleI/RecipientTable/RecipientEIN0946133905
IRS990ScheduleI/RecipientTable/RecipientEIN1311593896
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01700 WEST HILLSDALE BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1200 FRANKLIN PARKWAY
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
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
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$421,000.00 WAS TRANSFERRED FROM UNRESTRICTED FUNDS TO TEMPORARILY RESTRICTED FUNDS DURING THE FISCAL YEAR TO CORRECT THE BEGINNING BALANCES. $33,740 WAS TRANSFERED FROM THE UNRESTRICTED FUNDS TO TEMPORARILY RESTRICTED FUNDS FOR THE CURRENT YEAR ACTIVITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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/BOYAmt0537202
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0924461
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01468833
IRS990/TotalAssetsEOYAmt01559011
IRS990/TotalAssetsGrp/BOYAmt01468833
IRS990/TotalAssetsGrp/EOYAmt01559011
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0173104
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017569
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0184299
IRS990/TotalFunctionalExpensesGrp/TotalAmt0201868
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0190086
IRS990/TotalLiabilitiesEOYAmt0245662
IRS990/TotalLiabilitiesGrp/BOYAmt0190086
IRS990/TotalLiabilitiesGrp/EOYAmt0245662
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01278747
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01313349
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0700
IRS990/TotalProgramServiceExpensesAmt0184299
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt044315
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019051
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0236470
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01468833
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01559011
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0741545
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0388888
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 95
IRS990/USAddress/CityNm0SAN MATEO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094401
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.SANMATEOROTARY.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK OSBORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06505227404
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN MATEO ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANM
ReturnHeader/Filer/EIN0237101037
ReturnHeader/Filer/PhoneNum06505745000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 95

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,559,011
Liabilities
$245,662
Net assets
$1,313,349
Revenue
$236,470
Expenses
$201,868
Net income
$34,602
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $1M-$5M nonprofits

Dallas, TX

View Organization

G T a Inc

501(c)3

Revenue$1,555,000
Assets$0

Revenue vs current organization

558% higher

Assets vs current organization

100% lower