Civic Intelligence

Rotary International Half Moon Bay

EIN 23-7131386 • 501(c)4 • Half Moon Bay, CA

Profile

Encourage services as basis of enterprise

PO Box 31Half Moon Bay, CA 94019

www.rotaryhalfmoonbay.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.08x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

77th percentile

0.07x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

50th percentile

1.8%

Higher net margin than 50% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

1.8%

Faster asset growth than 57% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

43rd percentile

-4.0%

Faster revenue growth than 43% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Up

$31,942

Up $1,132 (+3.7%) from 2024

Liabilities

Up

$2,531

Up $522 (+26%) from 2024

Net Assets

Up

$29,411

Up $610 (+2.1%) from 2024

Revenue

Down

$34,592

Down $1,856 (-5.1%) from 2024

Expenses

Down

$33,982

Down $3,409 (-9.1%) from 2024

Net Income

Up

$610

Up $1,553 (+165%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $23,837Liabilities 2011: $1,303Net Assets 2011: $22,5342011Assets 2015: $27,869Liabilities 2015: $413Net Assets 2015: $27,4562015Assets 2016: $34,638Liabilities 2016: $413Net Assets 2016: $34,2252016Assets 2017: $20,234Net Assets 2017: $20,2342017Assets 2018: $13,823Net Assets 2018: $13,8232018Assets 2019: $7,768Net Assets 2019: $7,7682019Assets 2020: $22,429Liabilities 2020: $3,596Net Assets 2020: $18,8332020Assets 2021: $24,646Liabilities 2021: $2,169Net Assets 2021: $22,4772021Assets 2022: $26,252Liabilities 2022: $1,212Net Assets 2022: $25,0402022Assets 2023: $30,829Liabilities 2023: $1,085Net Assets 2023: $29,7442023Assets 2024: $30,810Liabilities 2024: $2,009Net Assets 2024: $28,8012024Assets 2025: $31,942Liabilities 2025: $2,531Net Assets 2025: $29,4112025

Highlighted filing

2025

Assets$31,942
Liabilities$2,531
Net Assets$29,411

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $71,388Expenses 2011: $67,974Net Income 2011: $3,4142011Revenue 2015: $78,573Expenses 2015: $78,485Net Income 2015: $882015Revenue 2016: $84,367Expenses 2016: $77,598Net Income 2016: $6,7692016Revenue 2017: $62,448Expenses 2017: $76,852Net Income 2017: -$14,4042017Revenue 2018: $72,106Expenses 2018: $78,515Net Income 2018: -$6,4092018Revenue 2019: $58,569Expenses 2019: $64,649Net Income 2019: -$6,0802019Revenue 2020: $50,975Expenses 2020: $38,061Net Income 2020: $12,9142020Revenue 2021: $34,436Expenses 2021: $30,792Net Income 2021: $3,6442021Revenue 2022: $26,399Expenses 2022: $23,834Net Income 2022: $2,5652022Revenue 2023: $37,533Expenses 2023: $32,578Net Income 2023: $4,9552023Revenue 2024: $36,448Expenses 2024: $37,391Net Income 2024: -$9432024Revenue 2025: $34,592Expenses 2025: $33,982Net Income 2025: $6102025

Highlighted filing

2025

Revenue$34,592
Expenses$33,982
Net Income$610

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 15, 2025
Return Version
2024v5.0
Gross Receipts
$46,737
Mission and Program Overview

Mission

Encourage services as basis of enterprise

Program Services

DescriptionGrantsExpenses
PROGRAM ACHIEVEMENTS INCLUDE: - IMPROVED & SUPPORTED QUALITY OF LIFE IN THE LOCAL COMMUNITY AND THE WORLD THROUGH BOTH MONETARY AND MANUAL EFFORT. - IMPROVED LITERACY, PROVIDED SUPPORT TO THE UNDERSERVED AND SENIORS, SUPPORTED EDUCATION OPPORTUNITIES FOR LOCAL STUDENTS THROUGH SCHOLARSHIP AND SEMINARS, PROVIDED FINANCIAL AND MEMBER'S TIME AND TALENT IN SUPPORT OF OTHER LOCAL COMMUNITY SERVICE GROUPS. - ABUNDANT GRACE/ COASTSIDE WORKER - COMMUNITY BREAKFASTS FOR HOMELESS AND THOSE IN NEED - ABUNDANT GRACE/COASTSIDE WORKER - LUNCHES FOR DAY LABORERS - COASTSIDE CRISIS FUND (ABUNDANT GRACE/COASTSIDE HOPE AND ALAS) FUNDRAISER FOR THOSE IMPACTED BY COVID - COASTAL BEACH CLEANUPS - GARDENING FOR SENIORS - ADOPT-A-FAMILY PROGRAM - FOR 6 SENIORS - ROTARY YOUTH EXCHANGE PROGRAM - SCHOLARSHIPS FOR LOCAL YOUTH - MENTORING LOCAL YOUTH COVID RELIEF TO LOCAL PROGRAMS; FIRE EVACUATION RELIEF; LUNCH DELIVERY PROGRAM 2X PER WEEK FOR THE HOMELESS/WORKER PROGRAM (VIA ABUNDANT GRACE); HOUSEHOLD GOOD DELIVERIES TO POOR (VIA COASTSIDE HOPE - COUNTY APPROVED PROGRAM); SENIOR GARDENING PROJECTS; SCHOOL BACKPACK PROJECT; BEACH CLEANUPS; RELAY FOR LIFE CANCER PROJECTS; DICTIONARIES FOR 3RD GRADERS-$27,971
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRWIN COHENPresidentPT$0--
MARY ROGRENTreasurerPT$0--
NANCY WOLFBERGSecretary-$0--
WARREN BARMOREClub Adminis-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Misc Fundraisin$18,189$18,189$12,145$6,044
Total Events$18,189$18,189$12,145$6,044
Filing and Contact Details

Filer

Filer Name
Rotary International Half Moon Bay
EIN
23-7131386
Address
PO BOX 31, HALF MOON BAY, CA 94019

Signing Officer

Name
Mary Rogren
Title
Treasurer
Signed
2025-10-15

Preparer

Firm
Coastside Tax Consultants
Address
225 CABRILLO HWY S STE 105D, HALF MOON BAY, CA 94019
Preparer
Cindy Chong
Phone
6507135089
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses shelter box usa 95 club runner fees 588 service projects 8,609 conference & meetings 3,125 rotary intl dues 7,225 meeting expenses 8,329 computer programs 880 bank & merchant fees 1,007 dues, fees & licenses 665 supplies & misc exp 1,120 total 31,643

Form 990-ez, Part II, Line 24

Accounts receivable 2,560 1,075 total 2,560 1,075

Form 990-ez, Part II, Line 26

Marble 531 233 polio plus 0 15 small donations 1,518 2,221 alzheimer fund -40 62

Form 990-ez, Part III, Line 28

Program achievements include: - improved & supported quality of life in the local community and the world through both monetary and manual effort. - improved literacy, provided support to the underserved and seniors, supported education opportunities for local students through scholarship and seminars, provided financial and member's time and talent in support of other local community service groups. - abundant grace/ coastside worker - community breakfasts for homeless and those in need - abundant grace/coastside worker - lunches for day laborers - coastside crisis fund (abundant grace/coastside hope and alas) fundraiser for those impacted by covid - coastal beach cleanups - gardening for seniors - adopt-a-family program - for 6 seniors - rotary youth exchange program - scholarships for local youth - mentoring local youth covid relief to local programs; fire evacuation relief; lunch delivery program 2x per week for the homeless/worker program (via abundant grace); household good deliveries to poor (via coastside hope - county approved program); senior gardening projects; school backpack project; beach cleanups; relay for life cancer projects; dictionaries for 3rd graders

Raw XML Appendix121 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MARBLE 531 233 POLIO PLUS 0 15 SMALL DONATIONS 1,518 2,221 ALZHEIMER FUND -40 62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM ACHIEVEMENTS INCLUDE: - IMPROVED & SUPPORTED QUALITY OF LIFE IN THE LOCAL COMMUNITY AND THE WORLD THROUGH BOTH MONETARY AND MANUAL EFFORT. - IMPROVED LITERACY, PROVIDED SUPPORT TO THE UNDERSERVED AND SENIORS, SUPPORTED EDUCATION OPPORTUNITIES FOR LOCAL STUDENTS THROUGH SCHOLARSHIP AND SEMINARS, PROVIDED FINANCIAL AND MEMBER'S TIME AND TALENT IN SUPPORT OF OTHER LOCAL COMMUNITY SERVICE GROUPS. - ABUNDANT GRACE/ COASTSIDE WORKER - COMMUNITY BREAKFASTS FOR HOMELESS AND THOSE IN NEED - ABUNDANT GRACE/COASTSIDE WORKER - LUNCHES FOR DAY LABORERS - COASTSIDE CRISIS FUND (ABUNDANT GRACE/COASTSIDE HOPE AND ALAS) FUNDRAISER FOR THOSE IMPACTED BY COVID - COASTAL BEACH CLEANUPS - GARDENING FOR SENIORS - ADOPT-A-FAMILY PROGRAM - FOR 6 SENIORS - ROTARY YOUTH EXCHANGE PROGRAM - SCHOLARSHIPS FOR LOCAL YOUTH - MENTORING LOCAL YOUTH COVID RELIEF TO LOCAL PROGRAMS; FIRE EVACUATION RELIEF; LUNCH DELIVERY PROGRAM 2X PER WEEK FOR THE HOMELESS/WORKER PROGRAM (VIA ABUNDANT GRACE); HOUSEHOLD GOOD DELIVERIES TO POOR (VIA COASTSIDE HOPE - COUNTY APPROVED PROGRAM); SENIOR GARDENING PROJECTS; SCHOOL BACKPACK PROJECT; BEACH CLEANUPS; RELAY FOR LIFE CANCER PROJECTS; DICTIONARIES FOR 3RD GRADERS
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-10-21T12:53:26-04:00
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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