Civic Intelligence

Rotary Club of Alamo Ca

EIN 23-7134079 • 501(c)4 • Alamo, CA

Profile

The alamo rotary club members support and promote business fellowship, community service and the four way test. The object of rotary is to encourage and foster the ideal of service as a worthy enterprise.

PO Box 303Alamo, CA 94507

www.alamorotary.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

22nd percentile

-21%

Higher net margin than 22% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

17th percentile

-47%

Faster asset growth than 17% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

19%

Faster revenue growth than 76% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$5,350

Down $4,660 (-47%) from 2021

Liabilities

Down

$834

Down $176 (-17%) from 2021

Net Assets

Down

$4,516

Down $4,484 (-50%) from 2021

Operations
Liabilities / Revenue73rd percentileNet Margin22nd percentile

Revenue

Up

$21,667

Up $3,475 (+19%) from 2021

Expenses

Up

$26,151

Up $1,443 (+5.8%) from 2021

Net Income

Up

-$4,484

Up $2,032 (+31%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$15K$10K$5.0K$0Assets 2010: $7,335Liabilities 2010: $7,077Net Assets 2010: $2582010Assets 2012: $11,903Liabilities 2012: $9,425Net Assets 2012: $2,4782012Assets 2014: $10,160Liabilities 2014: $4,814Net Assets 2014: $5,3462014Assets 2015: $9,432Liabilities 2015: $4,280Net Assets 2015: $5,1522015Assets 2016: $8,065Liabilities 2016: $4,712Net Assets 2016: $3,3532016Assets 2017: $11,439Liabilities 2017: $8,096Net Assets 2017: $3,3432017Assets 2018: $9,384Liabilities 2018: $5,660Net Assets 2018: $3,7242018Assets 2019: $12,688Liabilities 2019: $3,084Net Assets 2019: $9,6042019Assets 2021: $10,010Liabilities 2021: $1,010Net Assets 2021: $9,0002021Assets 2022: $5,350Liabilities 2022: $834Net Assets 2022: $4,5162022

Highlighted filing

2022

Assets$5,350
Liabilities$834
Net Assets$4,516
Open 2022 Filing

Operations Trend

Revenue Growth76th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $41,608Expenses 2010: $50,518Net Income 2010: -$8,9102010Revenue 2012: $53,595Expenses 2012: $56,259Net Income 2012: -$2,6642012Revenue 2014: $44,283Expenses 2014: $46,792Net Income 2014: -$2,5092014Revenue 2015: $44,300Expenses 2015: $44,493Net Income 2015: -$1932015Revenue 2016: $41,191Expenses 2016: $42,990Net Income 2016: -$1,7992016Revenue 2017: $41,387Expenses 2017: $41,397Net Income 2017: -$102017Revenue 2018: $43,697Expenses 2018: $43,316Net Income 2018: $3812018Revenue 2019: $51,409Expenses 2019: $45,529Net Income 2019: $5,8802019Revenue 2021: $18,192Expenses 2021: $24,708Net Income 2021: -$6,5162021Revenue 2022: $21,667Expenses 2022: $26,151Net Income 2022: -$4,4842022

Highlighted filing

2022

Revenue$21,667
Expenses$26,151
Net Income-$4,484
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$5,350
Liabilities
$834
Net assets
$4,516
Revenue
$21,667
Expenses
$26,151
Net income
-$4,484
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.83$4.52$21.7$26.2$4.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$1.01$9.00$18.2$24.7$6.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$3.08$9.60$51.4$45.5$5.88
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.38$5.66$3.72$43.7$43.3$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$8.10$3.34$41.4$41.4$0.01
2016Detailed filing. Detailed filing data is available for this year.$8.07$4.71$3.35$41.2$43.0$1.80
2015Detailed filing. Detailed filing data is available for this year.$9.43$4.28$5.15$44.3$44.5$0.19
2014Detailed filing. Detailed filing data is available for this year.$10.2$4.81$5.35$44.3$46.8$2.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$9.43$2.48$53.6$56.3$2.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.34$7.08$0.26$41.6$50.5$8.91
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$41,191
Mission and Program Overview

Mission

The alamo rotary club members support and promote business fellowship, community service and the four way test. The object of rotary is to encourage and foster the ideal of service as a worthy enterprise.

Program Services

DescriptionGrantsExpenses
THE ALAMO ROTARY CLUB SUPPORTS PUBLIC EDUCATION IN A VARIETY OF WAYS. RECOGNITION IS GIVEN TO TEACHERS AND OUTSTANDING STUDENTS AT A LUNCHEON EACH YEAR.$0$1,144
THE ALAMO ROTARY CLUB BRINGS INTERESTING SPEAKERS TO A WEEKLY MEETING TO EDUCATE THE MEMBERS ON A VARIETY OF BUSINESS AND SERVICE RELATED TOPICS.$0$800
THE ALAMO ROTARY CLUB PROVIDES MANY VOLUTNEER HOURS FOR COMMUNITY EVENTS AND PROJECTS, SUCH AS THE ALAMO SPRING EGG HUNT AND THE ANNUAL HOLIDAY TREE LIGHTING.$0$244
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM SMITHPresidentPT$0--
JIM SCHUPPERTTreasurer-$0--
BRAD GAIAsst. Treasurer-$0--
KAREN MCPHERSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Alamo CA
EIN
23-7134079
Phone
9252745731
Address
PO BOX 303, ALAMO, CA 94507

Signing Officer

Name
Jim Schuppert
Title
Treasurer
Phone
9252745731
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Rina Accountancy Corporation
Address
201 NORTH CIVIC DR STE 220, WALNUT CREEK, CA 94596
Preparer
Brad Gai
Phone
9252102180
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: meals and other pass through. Amount: 33,091.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: rotary international. Affiliate address: 1560 sherman ave. Evanston, il 60201. Purpose of payment: dues. Amount of payment: 5,133.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: office supplies and expenses. Amount: 423. Description: plaques and recognition costs for students / schools. Amount: 1,144. Description: credit card processing costs. Amount: 524. Description: meals passthrough costs. Amount: 32,482. Description: training. Amount: 540. Description: community service. Amount: 244. Description: rotary convention. Amount: 2,500. Total to form 990-ez, line 16: 37,857.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: receivable from members. Beg. Of year amount: 2,946. End of year amount: 3,179.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: prepaid member accounts. Beg. Of year amount: 652. End of year amount: 884. Description: prepaid member dues. Beg. Of year amount: 3,600. End of year amount: 3,800. Description: interact deposit. Beg. Of year amount: 28. End of year amount: 28.”

Raw XML Appendix128 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRAD GAI
IRS990EZ/BooksInCareOfDetail/PhoneNum09252102180
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 NORTH CIVIC DRIVE STE 220
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALNUT CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094596
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06486
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04886
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1799
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09432
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08065
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05133
IRS990EZ/GrossReceiptsAmt041191
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt08100
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05152
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03353
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05152
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03353
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM SCHUPPERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRAD GAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN MCPHERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ASST. TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02946
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03179
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt037857
IRS990EZ/OtherRevenueTotalAmt033091
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ALAMO ROTARY CLUB MEMBERS SUPPORT AND PROMOTE BUSINESS FELLOWSHIP, COMMUNITY SERVICE AND THE FOUR WAY TEST. THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A WORTHY ENTERPRISE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ALAMO ROTARY CLUB SUPPORTS PUBLIC EDUCATION IN A VARIETY OF WAYS. RECOGNITION IS GIVEN TO TEACHERS AND OUTSTANDING STUDENTS AT A LUNCHEON EACH YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ALAMO ROTARY CLUB BRINGS INTERESTING SPEAKERS TO A WEEKLY MEETING TO EDUCATE THE MEMBERS ON A VARIETY OF BUSINESS AND SERVICE RELATED TOPICS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ALAMO ROTARY CLUB PROVIDES MANY VOLUTNEER HOURS FOR COMMUNITY EVENTS AND PROJECTS, SUCH AS THE ALAMO SPRING EGG HUNT AND THE ANNUAL HOLIDAY TREE LIGHTING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01144
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2244
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04280
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04712
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt042990
IRS990EZ/TotalProgramServiceExpensesAmt02188
IRS990EZ/TotalRevenueAmt041191
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALAMOROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEALS AND OTHER PASS THROUGH. AMOUNT: 33,091.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROTARY INTERNATIONAL. AFFILIATE ADDRESS: 1560 SHERMAN AVE. EVANSTON, IL 60201. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 5,133.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OFFICE SUPPLIES AND EXPENSES. AMOUNT: 423. DESCRIPTION: PLAQUES AND RECOGNITION COSTS FOR STUDENTS / SCHOOLS. AMOUNT: 1,144. DESCRIPTION: CREDIT CARD PROCESSING COSTS. AMOUNT: 524. DESCRIPTION: MEALS PASSTHROUGH COSTS. AMOUNT: 32,482. DESCRIPTION: TRAINING. AMOUNT: 540. DESCRIPTION: COMMUNITY SERVICE. AMOUNT: 244. DESCRIPTION: ROTARY CONVENTION. AMOUNT: 2,500. TOTAL TO FORM 990-EZ, LINE 16: 37,857.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: RECEIVABLE FROM MEMBERS. BEG. OF YEAR AMOUNT: 2,946. END OF YEAR AMOUNT: 3,179.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PREPAID MEMBER ACCOUNTS. BEG. OF YEAR AMOUNT: 652. END OF YEAR AMOUNT: 884. DESCRIPTION: PREPAID MEMBER DUES. BEG. OF YEAR AMOUNT: 3,600. END OF YEAR AMOUNT: 3,800. DESCRIPTION: INTERACT DEPOSIT. BEG. OF YEAR AMOUNT: 28. END OF YEAR AMOUNT: 28.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM SCHUPPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09252745731
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF ALAMO CA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237134079
ReturnHeader/Filer/PhoneNum09252745731
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 303
ReturnHeader/Filer/USAddress/CityNm0ALAMO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094507
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943158857
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RINA ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 NORTH CIVIC DR STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum09252102180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD GAI
ReturnHeader/ReturnTs02017-05-12T14:22:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits