Civic Intelligence

Rotary International - San Pablo

EIN 23-7153973 • 501(c)4 • San Pablo, CA

Profile

Community & International Service

PO Box 6222San Pablo, CA 94806-0222

n/A

Siviq Scores

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

Liabilities / Assets

79th percentile

0.11x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.16x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

50th percentile

1.4%

Higher net margin than 50% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

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 2016

Asset Growth

72nd percentile

9.8%

Faster asset growth than 72% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

58th percentile

3.5%

Faster revenue growth than 58% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$69,367

Up $11,849 (+21%) from 2014

Liabilities

Up

$7,558

Up $1,136 (+18%) from 2014

Net Assets

Up

$61,809

Up $10,713 (+21%) from 2014

Operations
Liabilities / Revenue83rd percentileNet Margin50th percentile

Revenue

Up

$48,164

Up $3,224 (+7.2%) from 2014

Expenses

Up

$47,507

Up $22,549 (+90%) from 2014

Net Income

Down

$657

Down $19,325 (-97%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$80K$60K$40K$20K$0Assets 2011: $26,365Liabilities 2011: $814Net Assets 2011: $25,5512011Assets 2012: $29,305Liabilities 2012: $2,691Net Assets 2012: $26,6142012Assets 2013: $33,216Liabilities 2013: $2,102Net Assets 2013: $31,1142013Assets 2014: $57,518Liabilities 2014: $6,422Net Assets 2014: $51,0962014Assets 2016: $69,367Liabilities 2016: $7,558Net Assets 2016: $61,8092016

Highlighted filing

2016

Assets$69,367
Liabilities$7,558
Net Assets$61,809
Open 2016 Filing

Operations Trend

Revenue Growth58th percentile

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

$60K$40K$20K$0Revenue 2011: $39,363Expenses 2011: $34,789Net Income 2011: $4,5742011Revenue 2012: $41,078Expenses 2012: $40,015Net Income 2012: $1,0632012Revenue 2013: $40,605Expenses 2013: $36,105Net Income 2013: $4,5002013Revenue 2014: $44,940Expenses 2014: $24,958Net Income 2014: $19,9822014Revenue 2016: $48,164Expenses 2016: $47,507Net Income 2016: $6572016

Highlighted filing

2016

Revenue$48,164
Expenses$47,507
Net Income$657
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$69,367
Liabilities
$7,558
Net assets
$61,809
Revenue
$48,164
Expenses
$47,507
Net income
$657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$69.4$7.56$61.8$48.2$47.5$0.66
2014Detailed filing. Detailed filing data is available for this year.$57.5$6.42$51.1$44.9$25.0$20.0
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.2$2.10$31.1$40.6$36.1$4.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.3$2.69$26.6$41.1$40.0$1.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.4$0.81$25.6$39.4$34.8$4.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 13, 2016
Return Version
2015v2.1
Gross Receipts
$63,744
Mission and Program Overview

Mission

Community & International Service

Program Services

DescriptionGrantsExpenses
ROTACARE RICHMOND CLINIC FREE MEDICAL CLINIC$17,542$17,542
Community Donations$6,981$6,981
ROTARY FOUNDATION / MT SHASTA ROTARY SUPPORT FOR INTERNATIONAL HUMAMNITARIAN MISSIONS SAVE THE RAIN$3,000$3,000
HILLTOP YMCA GRANT FOR STUDENTS TO GO TO SACRAMENTO TO PARTICIPATE IN THE YOUTH IN GOVERNMENT EVENT$3,000$3,000
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRADLEY WARDPresident / TreasurerPT$0--
RAY CASTROPresident ElectPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gumbo Fest----
Night in Tuscany----
Filing and Contact Details

Filer

Filer Name
Rotary International - San Pablo
EIN
23-7153973
Phone
9252834955
Address
PO Box 6222, San Pablo, CA 94806-0222

Signing Officer

Name
Bradley Ward
Title
President / Treasurer
Phone
9252834955
Signed
2016-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Bradley J Ward CPA
Address
3811 CAMPOLINDO DR, MORAGA, CA 94556-1522
Preparer
Bradley J Ward
Phone
9252834955
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Free medical care / rehabilition of clinic; donation; rotacare richmond clinic: 256 24th street, ric”

Form 990EZ, Part I, Line 10

“Support for international humamnitarian missions; donation; rotary foundation / mt shasta rotary: po”

Form 990EZ, Part I, Line 10

“Grant for students to go to sacramento to participate; donation; hilltop ymca: 4300 lakeridge, richm”

Form 990EZ, Part I, Line 10

“Animal rescue; donation; animal refuge response: 2905 san pablo dam road, san pablo, , 94806; non pr”

Form 990EZ, Part I, Line 10

“After school youth activities; donation; wcc boys and girls club: 2801 moran ave, richmond, ca, 9480”

Form 990EZ, Part I, Line 10

“Tattoo removal clinic; donation; san pablo edc: 13830 san pablo ave, san pable, ca, 94806; non profi”

Form 990EZ, Part I, Line 16

“Conferences 1889.”

Form 990EZ, Part I, Line 16

“State Tax 50.”

Form 990EZ, Part I, Line 16

“Lunch Expense 10393.”

Form 990EZ, Part I, Line 16

“Membership dues 3602.”

Form 990EZ, Part I, Line 16

“Postage 106.”

Form 990EZ, Part I, Line 16

“Office Supplies + Badges 937.”

Form 990EZ, Part I, Line 16

“Credit Card Charges 7.”

Form 990EZ, Part II, Line 26

“Contributions Payable”

Form 990EZ, Part II, Line 26

“Prepaid dues”

Form 990EZ, Part II, Line 26

“Donation Payable”

Form 990EZ, Part II, Line 26

“Interact Funds”

Form 990EZ, Part II, Line 26

“Accounts Payable”

Form 990EZ, Part II, Line 26

“Rotary Foundation payable”

Raw XML Appendix148 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRADLEY WARD
IRS990EZ/BooksInCareOfDetail/PhoneNum09252834955
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03811 Campolindo Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Moraga
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094556
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068813
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069367
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022228
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0657
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068813
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069367
IRS990EZ/FundraisingGrossIncomeAmt026320
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030523
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt063744
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015190
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061152
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061809
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061152
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061809
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRADLEY WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RAY CASTRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President / Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016984
IRS990EZ/PrimaryExemptPurposeTxt0Community & International Service
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTACARE RICHMOND CLINIC FREE MEDICAL CLINIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY FOUNDATION / MT SHASTA ROTARY SUPPORT FOR INTERNATIONAL HUMAMNITARIAN MISSIONS SAVE THE RAIN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HILLTOP YMCA GRANT FOR STUDENTS TO GO TO SACRAMENTO TO PARTICIPATE IN THE YOUTH IN GOVERNMENT EVENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Community Donations
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017542
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt36981
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017542
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt36981
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt015580
IRS990EZ/SpecialEventsNetIncomeLossAmt010740
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07661
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07558
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047507
IRS990EZ/TotalProgramServiceExpensesAmt030523
IRS990EZ/TotalRevenueAmt048164
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Night in Tuscany
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GUMBO FEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FREE MEDICAL CARE / REHABILITION OF CLINIC; DONATION; ROTACARE RICHMOND CLINIC: 256 24TH STREET, RIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPORT FOR INTERNATIONAL HUMAMNITARIAN MISSIONS; DONATION; ROTARY FOUNDATION / MT SHASTA ROTARY: PO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANT FOR STUDENTS TO GO TO SACRAMENTO TO PARTICIPATE; DONATION; HILLTOP YMCA: 4300 LAKERIDGE, RICHM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANIMAL RESCUE; DONATION; ANIMAL REFUGE RESPONSE: 2905 SAN PABLO DAM ROAD, SAN PABLO, , 94806; NON PR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AFTER SCHOOL YOUTH ACTIVITIES; DONATION; WCC BOYS AND GIRLS CLUB: 2801 MORAN AVE, RICHMOND, CA, 9480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TATTOO REMOVAL CLINIC; DONATION; SAN PABLO EDC: 13830 SAN PABLO AVE, SAN PABLE, CA, 94806; NON PROFI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Conferences 1889.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7State Tax 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Lunch Expense 10393.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Membership dues 3602.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Postage 106.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Office Supplies + Badges 937.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Credit Card Charges 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Contributions Payable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Prepaid dues
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Donation Payable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Interact Funds
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Accounts Payable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Rotary Foundation payable
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADLEY WARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT / TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09252834955
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International - San Pablo
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237153973
ReturnHeader/Filer/PhoneNum09252834955
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6222
ReturnHeader/Filer/USAddress/CityNm0San Pablo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0948060222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRADLEY J WARD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03811 CAMPOLINDO DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORAGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945561522
ReturnHeader/PreparerPersonGrp/PhoneNum09252834955
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY J WARD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-13T21:25:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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