Civic Intelligence

San Mateo Rotary Foundation

990 • Fiscal year 2020 • EIN 23-7101037

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

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

60th percentile

0.17x

Higher debt load relative to assets than 60% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

1.18x

Higher debt load relative to revenue than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

51st percentile

6.2%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-7.2%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$1,703,205

Up $99,295 (+6.2%) from 2019

Net Assets

Up

$1,405,313

Up $58,786 (+4.4%) from 2019

Liabilities

Up

$297,892

Up $40,509 (+16%) from 2019

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin76th percentile

Revenue

Down

$251,515

Down $19,622 (-7.2%) from 2019

Expenses

Down

$192,729

Down $45,230 (-19%) from 2019

Net Income

Up

$58,786

Up $25,608 (+77%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2020

Assets$1,703,205
Liabilities$297,892
Net Assets$1,405,313
Open 2020 Filing

Operations Trend

Revenue Growth36th 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

2020

Revenue$251,515
Expenses$192,729
Net Income$58,786
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.2
Gross Receipts
$409,185
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$1,389,690$1,412,753▲ $23,063
Savings and Temporary Cash Investments$213,320$290,452▲ $77,132
Accounts Receivable$900--
Total Assets$1,603,910$1,703,205▲ $99,295
Liabilities
Other Liabilities$257,383$296,167▲ $38,784
Accounts Payable and Accrued Expenses-$1,725-
Total Liabilities$257,383$297,892▲ $40,509
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,134,684$1,109,353▼ $25,331
Net Assets Without Donor Restrictions$211,843$295,960▲ $84,117
Total Net Assets Fund Balance$1,346,527$1,405,313▲ $58,786
Total Liabilities and Net Assets / Fund Balance$1,603,910$1,703,205▲ $99,295
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Bruce BeanPast-president
Anne CampbellPresident
Sue WinksPresident-elect
Angel RileyDirector
Catherine LevittDirector
Dave SkrommeDirector
Erin SinclairDirector
Jake NguyenDirector
Mitch WilliamsDirector
Oscar Lopez-guerraDirector
Paul KarsonDirector
Matt LauSecretary
Rachel MeyerSgt-at-arms
Ray IversonSgt-at-arms
Chuck OsbornTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$141,288
Program Service Revenue
$0
Investment Income
$110,227
Other Revenue
$0
All Other Contributions
$141,288
Change in Net Assets
$58,786
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$175,203
Other Expenses$17,526
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$112,190--$112,190
Grants to Domestic Orgs$63,013--$63,013
Fees for Services Accounting-$5,640-$5,640
Fees for Services Other-$898-$898
Office Expenses-$575-$575
Other Expenses-$20-$20
Total Functional Expenses$175,203$17,526$0$192,729
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
College of San MateoSan Mateo, CA-Scholarshipsscholarship$17,900
San Mateo Police Activities LeagueSan Mateo, CA-Donations$1,732
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$296,167
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chuck Osborn
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
Marianne Kristofferson CPA
Phone
6505745000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“$25,330.00 was transferred from unrestricted funds to temporarily restricted funds during the fiscal year to correct the beginning balances.”

Raw XML AppendixShowing 400 of 426 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01725
IRS990/AccountsReceivableGrp/BOYAmt0900
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT ORGANIZATIONS AND ACTIVITIES WHICH IMPROVE AND PROMOTE THE LOCAL COMMUNITY'S WELFARE.
IRS990/AllOtherContributionsAmt0141288
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0YOLANDA HASKIN
IRS990/BooksInCareOfDetail/PhoneNum06503536547
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 95
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN MATEO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094401
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0141288
IRS990/CYGrantsAndSimilarPaidAmt0175203
IRS990/CYInvestmentIncomeAmt0110227
IRS990/CYOtherExpensesAmt017526
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt058786
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0192729
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0251515
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIP AWARDS TO LOCAL HIGH SCHOOL AND COMMUNITY COLLEGE STUDENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01134684
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01109353
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0112190
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05640
IRS990/FeesForServicesAccountingGrp/TotalAmt05640
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0898
IRS990/FeesForServicesOtherGrp/TotalAmt0898
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0RACHEL MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm1BRUCE BEAN
IRS990/Form990PartVIISectionAGrp/PersonNm2ANNE CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm3JAKE NGUYEN
IRS990/Form990PartVIISectionAGrp/PersonNm4CATHERINE LEVITT
IRS990/Form990PartVIISectionAGrp/PersonNm5MATT LAU
IRS990/Form990PartVIISectionAGrp/PersonNm6ERIN SINCLAIR
IRS990/Form990PartVIISectionAGrp/PersonNm7PAUL KARSON
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVE SKROMME
IRS990/Form990PartVIISectionAGrp/PersonNm9CHUCK OSBORN
IRS990/Form990PartVIISectionAGrp/PersonNm10ANGEL RILEY
IRS990/Form990PartVIISectionAGrp/PersonNm11SUE WINKS
IRS990/Form990PartVIISectionAGrp/PersonNm12RAY IVERSON
IRS990/Form990PartVIISectionAGrp/PersonNm13OSCAR LOPEZ-GUERRA
IRS990/Form990PartVIISectionAGrp/PersonNm14MITCH WILLIAMS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0SGT-AT-ARMS
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt12SGT-AT-ARMS
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt038570
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0112190
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0112190
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0112190
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt063013
IRS990/GrantsToDomesticOrgsGrp/TotalAmt063013
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0196240
IRS990/GrossReceiptsAmt0409185
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt071657
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt071657
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01389690
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01412753
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0157670
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT PORGRAMS FOR YOUTH, EDUCATIONAL OPPORTUNITIES AND INTERANTIONAL EXCHAGNES FOR STUDENTS, TEACHERS, AND OTHER PROFESSIONALS. "SERVICE ABOVE SELF"
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01346527
IRS990/NetAssetsOrFundBalancesEOYAmt01405313
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt038570
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt038570
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0211843
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0295960
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0575
IRS990/OfficeExpensesGrp/TotalAmt0575
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADVISORY FEES
IRS990/OtherExpensesGrp/Desc1FILING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010393
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120
IRS990/OtherExpensesGrp/TotalAmt010393
IRS990/OtherExpensesGrp/TotalAmt120
IRS990/OtherLiabilitiesGrp/BOYAmt0257383
IRS990/OtherLiabilitiesGrp/EOYAmt0296167
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHUCK OSBORN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0INCENTIVE SCHOLARSHIPS TO MIDDLE SCHOOL STUDENTS PAYABLE UPON COLLEGE MATRICULATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt050618
IRS990/ProgSrvcAccomActy2Grp/GrantAmt050618
IRS990/ProgSrvcAccomActy3Grp/Desc0DONATIONS TO INTERNATIONAL ORGANIZATIONS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt012395
IRS990/ProgSrvcAccomActy3Grp/GrantAmt012395
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0181471
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0209604
IRS990/PYInvestmentIncomeAmt089666
IRS990/PYOtherExpensesAmt028355
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt033178
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0237959
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0271137
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt058786
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0213320
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0290452
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0141288
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0181470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0173104
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0194628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0137839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0828329
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt071657
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt063007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt063366
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt066890
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt050671
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0315591
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72410
IRS990ScheduleA/PublicSupportPY170Pct00.76960
IRS990ScheduleA/PublicSupportTotal170Amt0828329
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0141288
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0181470
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0173104
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0194628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0137839
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0828329
IRS990ScheduleA/TotalSupportAmt01143920
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/Amt0296167
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIP AWARDS PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0296167
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0112190
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARDS TO LOCAL HIGH SCHOOL AND COMMUNITY COLLEGE STUDENTS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt041
IRS990ScheduleI/RecipientTable/CashGrantAmt017900
IRS990ScheduleI/RecipientTable/CashGrantAmt11732
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
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$25,330.00 WAS TRANSFERRED FROM UNRESTRICTED FUNDS TO TEMPORARILY RESTRICTED FUNDS DURING THE FISCAL YEAR TO CORRECT THE BEGINNING BALANCES.
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01603910
IRS990/TotalAssetsEOYAmt01703205
IRS990/TotalAssetsGrp/BOYAmt01603910
IRS990/TotalAssetsGrp/EOYAmt01703205
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0141288
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017526
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0175203
IRS990/TotalFunctionalExpensesGrp/TotalAmt0192729
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0257383
IRS990/TotalLiabilitiesEOYAmt0297892
IRS990/TotalLiabilitiesGrp/BOYAmt0257383
IRS990/TotalLiabilitiesGrp/EOYAmt0297892
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01346527
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01405313
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0175203
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt071657
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt038570
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0251515
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01603910
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01703205
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK OSBORN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,703,205
Liabilities
$297,892
Net assets
$1,405,313
Revenue
$251,515
Expenses
$192,729
Net income
$58,786
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. 2020 filings • 501(c)3 • $1M-$5M nonprofits