Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Dougherty Vly San Ramon Rotary Club
EIN 27-2394815 • 501(c)4 • San Ramon, CA
Profile
Encourage and foster the ideal of service as a basis of worthy enterprise, and build and maintain fellowship in the community.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
56th percentile
Higher net margin than 56% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
59th percentile
Faster asset growth than 59% of similar nonprofits.
Revenue Growth
33rd percentile
Faster revenue growth than 33% of similar nonprofits.
Balance Sheet
Assets
Up$18,545
Up $385 (+2.1%) from 2015
Liabilities
Flat$0
Flat from 2015
Net Assets
Up$18,545
Up $385 (+2.1%) from 2015
Revenue
Down$30,884
Down $5,742 (-16%) from 2015
Expenses
Down$29,529
Down $7,728 (-21%) from 2015
Net Income
Up$1,355
Up $1,986 (+315%) from 2015
Trend Graphs
Filings
Most recent year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $18,545
- Liabilities
- $0
- Net assets
- $18,545
- Revenue
- $30,884
- Expenses
- $29,529
- Net income
- $1,355
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2016Detailed filing. Detailed filing data is available for this year. | $18.5 | $0.00 | $18.5 | $30.9 | $29.5 | $1.36 |
| 2015Detailed filing. Detailed filing data is available for this year. | $18.2 | $0.00 | $18.2 | $36.6 | $37.3 | $0.63 |
| 2014Detailed filing. Detailed filing data is available for this year. | $4.04 | $0.00 | $4.04 | $28.3 | $28.1 | $0.25 |
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2015 to Jun 30, 2016
- Signed
- Nov 14, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $34,028
Mission and Program Overview
Mission
Encourage and foster the ideal of service as a basis of worthy enterprise, and build and maintain fellowship in the community.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $27,790 | $29,145 | ▲ $1,355 |
| Accounts Receivable | $-10,600 | $-10,600 | → $0 |
| Total Assets | $17,190 | $18,545 | ▲ $1,355 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $17,190 | $18,545 | ▲ $1,355 |
| Total Net Assets Fund Balance | $17,190 | $18,545 | ▲ $1,355 |
| Total Liabilities and Net Assets / Fund Balance | $17,190 | $18,545 | ▲ $1,355 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Kimberly Nicola | Past President |
| Patty Hoyt | President |
| Mark Ballock | President Elect |
| Dorn Driggs | Club Administration |
| Rene Matusmoto | Community Service |
| Joe Tagupa | Membership |
| Scott Perkins | Rotary Foundation Liaison |
| Lynnette Gerbert | Secretary |
| Greg Brown | Sergeant-at-Arms |
| Laura Bennett | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $30,531
- Program Service Revenue
- $0
- Investment Income
- $0
- Other Revenue
- $353
- Change in Net Assets
- $1,355
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $26,344 |
| Grants and Similar Amounts Paid | $3,185 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Occupancy | $8,896 | - | - | $8,896 |
| Conferences and Meetings | $5,965 | $1,409 | - | $7,374 |
| Other Expenses | - | $3,991 | - | $3,991 |
| Grants to Domestic Orgs | $3,185 | - | - | $3,185 |
| Office Expenses | $1,040 | $276 | - | $1,316 |
| Fees for Services Management | - | $825 | - | $825 |
| Fees for Services Other | - | $457 | - | $457 |
| Fees for Services Accounting | - | $344 | - | $344 |
| Total Functional Expenses | $19,086 | $10,443 | $0 | $29,529 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $3,497 |
| Fundraising Direct Expenses | $3,144 |
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Subject to proxy tax
- No
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Backup withholding compliance
- Yes
- 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
- Yes
- Other officer compensation reviewed
- Yes
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- Yes
- Management duties delegated
- No
Governance Explanations
Officer directors etc family relationship Part VI line 2
“Immediate Past President (who is a member of the board, and replacement treasurer, are a married couple. The prior treasurer moved away from the area due to work reasons. Sufficient checks and balances on the board and in the club existed to ensure integrity of treasury function.”
Members or stockholder classes and rights Part VI line 6
“The club consists of members who pay dues and volunteer their time. Members do not have an ownership interest or shares in the club.”
Member election for additional members Part VI line 7A
“Club members are allowed one vote each in club elections for members of the board who also serve as club officers.”
Governing body decisions Part VI line 7B
“Club members are allowed one vote each in club elections for members of the board who also serve as club officers. The board serves as a governing body, which nominates and approves committees to conduct Club projects.”
Form 990 governing body review Part VI line 11
“The underlying financials, prepared by an accountant, who is also a member of the Club, was provided for review to the Board members, including the president and treasurer. The resulting tax return, prepared by an Enrolled Agent tax preparer, who is also a member of the Club, was provided for review to the Board members, including the president and treasurer.”
Conflict of interest policy compliance Part VI line 12C
“The Board and Club members monitor a conflict of interest policy to ensure there are no transactions for compensation between the Club as an organization and any one of its members.”
CEO executive director top management comp Part VI line 15A
“None of the members of the board nor officers of the Club receive compensation for their voluntary services connected with the Club, the District nor Rotary International.”
Other officer or key employee compensation Part VI line 15B
“None of the members of the board nor officers of the Club receive compensation for their voluntary services connected with the Club, the District nor Rotary International.”
Governing documents etc available to public Part VI line 19
“Governing documents can be made available to the public upon written request to the Board. Addtionally, the Board keeps governing documents and makes them available to all members.”
Filing and Contact Details
Filer
- Filer Name
- Dougherty Vly San Ramon Rotary Club
- EIN
- 27-2394815
- Address
- PO Box 239, San Ramon, CA 94583
- Doing Business As
- Rotary International
Signing Officer
- Name
- Patty Hoyt
- Title
- President
- Phone
- 9256836706
- Signed
- 2016-11-14
- Discuss with paid preparer
- No
Organization Details
- Formed
- 2010
- Legal Domicile
- CA
- Voting Board Members
- 10
- Independent Board Members
- 10
- Employees
- 0
- Volunteers
- 60
Preparer
- Firm
- Liberty Tax Service San Ramon
- Address
- 2440 Camino Ramon Suite 275, SAN RAMON, CA 94583
- Preparer
- Robert Downum EA
- Phone
- 9252751040
Supplemental Narrative
Additional Explanations
Explanation of other changes in net assets or fund balances Part XI line 9
“This return reports the correct beginning balance to cash reported on the balance sheet as follows: Beginning cash as originally reported was $4044, whereas beinning cash as corrected is $27790. This error arose as a result of ending cash on last years return being incorrectly reported equal to the increase in that years net assets $4044. All items of income and expense were correctly reported on the prior years change in net assets for the year ending FYE 6/30/14.”
Raw XML Appendix353 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/PYOtherRevenueAmt | 0 | 5808 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -631 |
| IRS990/PYTotalExpensesAmt | 0 | 37257 |
| IRS990/PYTotalRevenueAmt | 0 | 36626 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
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| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
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| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Immediate Past President (who is a member of the board, and replacement treasurer, are a married couple. The prior treasurer moved away from the area due to work reasons. Sufficient checks and balances on the board and in the club existed to ensure integrity of treasury function. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | The club consists of members who pay dues and volunteer their time. Members do not have an ownership interest or shares in the club. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Club members are allowed one vote each in club elections for members of the board who also serve as club officers. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Club members are allowed one vote each in club elections for members of the board who also serve as club officers. The board serves as a governing body, which nominates and approves committees to conduct Club projects. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | The underlying financials, prepared by an accountant, who is also a member of the Club, was provided for review to the Board members, including the president and treasurer. The resulting tax return, prepared by an Enrolled Agent tax preparer, who is also a member of the Club, was provided for review to the Board members, including the president and treasurer. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | The Board and Club members monitor a conflict of interest policy to ensure there are no transactions for compensation between the Club as an organization and any one of its members. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | None of the members of the board nor officers of the Club receive compensation for their voluntary services connected with the Club, the District nor Rotary International. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | None of the members of the board nor officers of the Club receive compensation for their voluntary services connected with the Club, the District nor Rotary International. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Governing documents can be made available to the public upon written request to the Board. Addtionally, the Board keeps governing documents and makes them available to all members. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | This return reports the correct beginning balance to cash reported on the balance sheet as follows: Beginning cash as originally reported was $4044, whereas beinning cash as corrected is $27790. This error arose as a result of ending cash on last years return being incorrectly reported equal to the increase in that years net assets $4044. All items of income and expense were correctly reported on the prior years change in net assets for the year ending FYE 6/30/14. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Officer directors etc family relationship Part VI line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Members or stockholder classes and rights Part VI line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Member election for additional members Part VI line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Governing body decisions Part VI line 7b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990 governing body review Part VI line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Conflict of interest policy compliance Part VI line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | CEO executive director top management comp Part VI line 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other officer or key employee compensation Part VI line 15b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Governing documents etc available to public Part VI line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Explanation of other changes in net assets or fund balances Part XI line 9 |
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| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
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| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
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| IRS990/TotalAssetsEOYAmt | 0 | 18545 |
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| IRS990/TotalAssetsGrp/EOYAmt | 0 | 18545 |
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| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 29529 |
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| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 17190 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 18545 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 19086 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
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| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 60 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 17190 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 18545 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TransactionWithControlEntInd | 0 | false |
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| IRS990/UponRequestInd | 0 | X |
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| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Patty Hoyt |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9256836706 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-11-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Dougherty Vly San Ramon Rotary Club |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 272394815 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 239 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | San Ramon |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94583 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 205779843 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Liberty Tax Service San Ramon |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2440 Camino Ramon Suite 275 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN RAMON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94583 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9252751040 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-11-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Robert Downum EA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2016-11-14T10:32:57-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
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