Civic Intelligence

San Bernardino North Rotary Club Foundation

EIN 33-0371275 • 501(c)3 • Redlands, CA

Profile

To fund community, international, and youth related activities.

1200 California Street 220Redlands, CA 92375

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

60th percentile

3.5%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

50th percentile

-1.9%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$396,986

Up $13,525 (+3.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$396,986

Up $13,525 (+3.5%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin92nd percentile

Revenue

Down

$22,390

Down $433 (-1.9%) from 2024

Expenses

Down

$8,865

Down $10,216 (-54%) from 2024

Net Income

Up

$13,525

Up $9,783 (+261%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$400K$300K$200K$100K$0Assets 2011: $273,067Liabilities 2011: $0Net Assets 2011: $273,0672011Assets 2012: $269,752Liabilities 2012: $0Net Assets 2012: $269,7522012Assets 2013: $269,827Liabilities 2013: $0Net Assets 2013: $269,8272013Assets 2015: $257,900Liabilities 2015: $0Net Assets 2015: $257,9002015Assets 2016: $347,213Liabilities 2016: $0Net Assets 2016: $347,2132016Assets 2017: $354,029Liabilities 2017: $0Net Assets 2017: $354,0292017Assets 2018: $358,720Liabilities 2018: $0Net Assets 2018: $358,7202018Assets 2019: $363,671Liabilities 2019: $0Net Assets 2019: $363,6712019Assets 2020: $364,531Liabilities 2020: $0Net Assets 2020: $364,5312020Assets 2021: $370,443Liabilities 2021: $0Net Assets 2021: $370,4432021Assets 2022: $390,123Liabilities 2022: $0Net Assets 2022: $390,1232022Assets 2023: $379,719Liabilities 2023: $0Net Assets 2023: $379,7192023Assets 2024: $383,461Liabilities 2024: $0Net Assets 2024: $383,4612024Assets 2025: $396,986Liabilities 2025: $0Net Assets 2025: $396,9862025

Highlighted filing

2025

Assets$396,986
Liabilities$0
Net Assets$396,986
Open 2025 Filing

Operations Trend

Revenue Growth50th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $27,552Expenses 2011: $26,235Net Income 2011: $1,3172011Revenue 2012: $28,163Expenses 2012: $31,478Net Income 2012: -$3,3152012Revenue 2013: $31,122Expenses 2013: $31,047Net Income 2013: $752013Revenue 2015: $27,131Expenses 2015: $38,935Net Income 2015: -$11,8042015Revenue 2016: $120,369Expenses 2016: $31,056Net Income 2016: $89,3132016Revenue 2017: $36,240Expenses 2017: $29,424Net Income 2017: $6,8162017Revenue 2018: $26,521Expenses 2018: $21,830Net Income 2018: $4,6912018Revenue 2019: $21,577Expenses 2019: $16,626Net Income 2019: $4,9512019Revenue 2020: $18,341Expenses 2020: $17,481Net Income 2020: $8602020Revenue 2021: $18,832Expenses 2021: $12,920Net Income 2021: $5,9122021Revenue 2022: $25,150Expenses 2022: $5,470Net Income 2022: $19,6802022Revenue 2023: $19,717Expenses 2023: $30,121Net Income 2023: -$10,4042023Revenue 2024: $22,823Expenses 2024: $19,081Net Income 2024: $3,7422024Revenue 2025: $22,390Expenses 2025: $8,865Net Income 2025: $13,5252025

Highlighted filing

2025

Revenue$22,390
Expenses$8,865
Net Income$13,525
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$396,986
Liabilities
$0
Net assets
$396,986
Revenue
$22,390
Expenses
$8,865
Net income
$13,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.22$0.09$0.14
2024Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.23$0.19$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.20$0.30$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.25$0.05$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.19$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.18$0.17$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.22$0.17$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.27$0.22$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.36$0.29$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$1.20$0.31$0.89
2015Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.27$0.39$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.00$2.70$0.31$0.31$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.00$2.70$0.28$0.31$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.00$2.73$0.28$0.26$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 30, 2025
Return Version
2024v5.2
Gross Receipts
$24,282
Mission and Program Overview

Mission

To fund community, international, and youth related activities.

Program Services

DescriptionGrantsExpenses
GRANTING OF SCHOLARSHIPS TO BE USED TOWARDS FURTHER EDUCATION. THE AMOUNTS WERE AWARDED TO APPROXIMATELY FIFTY-ONE GRADUATING SENIORS AND RANGE FROM $200 TO $1,000 PER STUDENT.$0$0
SPONSORSHIP OF JUNIOR HIGH AND HIGH SCHOOL STUDENTS FOR THE RYLA LEADERSHIP PROGRAM. THERE WERE TWENTY-TWO RYLA ATTENDEES SPONSORED.$0$0
PROMOTING COMMUNITY AWARENESS AND INVOLVEMENT VIA WEEKLY PRESENTATIONS TO MEMBERS. THE ENLIGHTENMENT PROVIDES INTANGIBLE BENEFITS TO THE ENTIRE COMMUNITY.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG DUBOISPresidentPT$0--
DAVID E SMITHSecretary-$0--
KENNETH N GODDARD IIITreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
San Bernardino North Rotary Club
EIN
33-0371275
Phone
9095572800
Address
1200 CALIFORNIA STREET 220, REDLANDS, CA 92375

Signing Officer

Name
David E Smith
Title
Secretary
Phone
9095572800
Signed
2025-09-30
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 20,542.”

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

“Description: filing fee. Amount: 50. Description: office. Amount: 815. Total to form 990-ez, line 16: 865.”

Raw XML Appendix144 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/BusinessNameLine1Txt0KENNETH N GODDARD III CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum09095572800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 CALIFORNIA STREET SUITE 220
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0REDLANDS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092375
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0383461
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0396986
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01250
IRS990EZ/CostOrOtherBasisExpenseSaleAmt01892
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt013525
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0383461
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0396986
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0598
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08000
IRS990EZ/GrossReceiptsAmt024282
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt020542
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0383461
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0396986
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0383461
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0396986
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUG DUBOIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID E SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KENNETH N GODDARD III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0865
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO FUND COMMUNITY, INTERNATIONAL, AND YOUTH RELATED ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTING OF SCHOLARSHIPS TO BE USED TOWARDS FURTHER EDUCATION. THE AMOUNTS WERE AWARDED TO APPROXIMATELY FIFTY-ONE GRADUATING SENIORS AND RANGE FROM $200 TO $1,000 PER STUDENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPONSORSHIP OF JUNIOR HIGH AND HIGH SCHOOL STUDENTS FOR THE RYLA LEADERSHIP PROGRAM. THERE WERE TWENTY-TWO RYLA ATTENDEES SPONSORED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROMOTING COMMUNITY AWARENESS AND INVOLVEMENT VIA WEEKLY PRESENTATIONS TO MEMBERS. THE ENLIGHTENMENT PROVIDES INTANGIBLE BENEFITS TO THE ENTIRE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt02490
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08865
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt022390
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OUR CLUB'S LARGEST CONTRIBUTION TO OUR COMMUNITY IS GRANTING SCHOLARSHIPS TO GRADUATING SENIORS. THESE HAVE BEEN FUNDED BY INVESTMENT INCOME EARNED FROM LARGE RESTRICTED DONATIONS. SINCE OUR 1989 INCEPTION, PAST COMMUNITY PROJECTS HAVE BEEN FUNDED BY SPECIAL EVENTS EARMARKED FOR SPECIFIC COMMUNITY NEEDS. OUR CLUB IS PRESENTLY IDENTIFYING NEEDS OF OUR COMMUNITY AND SOLICITING OTHER LOCAL SERVICE CLUBS' INVOLVEMENT TO FULFIL THESE GOALS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SECTION C, LINE 17A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012518
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020542
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019472
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt022530
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014756
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt096417
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.11490
IRS990ScheduleA/PublicSupportPY170Pct00.15450
IRS990ScheduleA/PublicSupportTotal170Amt012518
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04076
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012518
IRS990ScheduleA/TotalSupportAmt0108935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 20,542.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FILING FEE. AMOUNT: 50. DESCRIPTION: OFFICE. AMOUNT: 815. TOTAL TO FORM 990-EZ, LINE 16: 865.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID E SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09095572800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN BERNARDINO NORTH ROTARY CLUB
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANB
ReturnHeader/Filer/EIN0330371275
ReturnHeader/Filer/PhoneNum09095572800
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 CALIFORNIA STREET 220
ReturnHeader/Filer/USAddress/CityNm0REDLANDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092375
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02025-10-01T10:24:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.