Civic Intelligence

San Ramon Valley Rotary Club

EIN 36-3980876 • 501(c)4 • San Ramon, CA

Profile

civic activity, volunteer, member organization

PO Box 2935San Ramon, CA 94583

www.sanramonvalleyrotary.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

56th percentile

4.9%

Higher net margin than 56% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

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 2018

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-33%

Faster revenue growth than 22% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$8,722

Up $1,405 (+19%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$8,722

Up $1,405 (+19%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Down

$28,731

Down $14,358 (-33%) from 2017

Expenses

Down

$27,326

Down $27,083 (-50%) from 2017

Net Income

Up

$1,405

Up $12,725 (+112%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $6,114Net Assets 2011: $6,1142011Assets 2015: $18,887Liabilities 2015: $3,200Net Assets 2015: $15,6872015Assets 2016: $18,637Net Assets 2016: $18,6372016Assets 2017: $7,317Net Assets 2017: $7,3172017Assets 2018: $8,722Net Assets 2018: $8,7222018

Highlighted filing

2018

Assets$8,722
Liabilities-
Net Assets$8,722
Open 2018 Filing

Operations Trend

Revenue Growth22nd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $40,395Expenses 2011: $39,982Net Income 2011: $4132011Revenue 2015: $61,855Expenses 2015: $52,837Net Income 2015: $9,0182015Revenue 2016: $63,359Expenses 2016: $60,409Net Income 2016: $2,9502016Revenue 2017: $43,089Expenses 2017: $54,409Net Income 2017: -$11,3202017Revenue 2018: $28,731Expenses 2018: $27,326Net Income 2018: $1,4052018

Highlighted filing

2018

Revenue$28,731
Expenses$27,326
Net Income$1,405
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,722
Liabilities
-
Net assets
$8,722
Revenue
$28,731
Expenses
$27,326
Net income
$1,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$8.72$8.72$28.7$27.3$1.41
2017Detailed filing. Detailed filing data is available for this year.$7.32$7.32$43.1$54.4$11.3
2016Detailed filing. Detailed filing data is available for this year.$18.6$18.6$63.4$60.4$2.95
2015Detailed filing. Detailed filing data is available for this year.$18.9$3.20$15.7$61.9$52.8$9.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.11$6.11$40.4$40.0$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$28,731
Mission and Program Overview

Mission

Civic activity, volunteer, member organization

Program Services

DescriptionGrantsExpenses
Civic Activity and volunteering by membership.--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
sudhir sahniTreasurerPT$0--
dany gregorySecretaryPT$0--
Dan GeraldiDirector-$0--
Eddy ChaseDirector-$0--
GARY CLARKEDirector-$0--
TRACY ENGLEDirector-$0--
MICHELLE LINDirector-$0--
NEVILLE GUARDPresident-$0--
valerie munozDirectorPT$0--
DEBORA KILLEENDirector-$0--
YASMINE KOTVALDirector-$0--
BERNIE SZALAJDirector-$0--
Filing and Contact Details

Filer

Filer Name
San Ramon Valley Rotary Club
EIN
36-3980876
Phone
9253603600
Address
PO BOX 2935, SAN RAMON, CA 94583

Signing Officer

Name
dany gregory
Title
Treasurer
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Cynthia A Wilkinson CPA
Address
2010 CROW CANYON PL STE 100, SAN RAMON, CA 94583
Preparer
Cynthia A Wilkinson
Phone
9252773424
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $60”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1906”

Other Expenses.1012

“Insurance $311”

Other Expenses.1

“dues $3439”

Other Expenses.2

“Supplies $2791”

Other Expenses.3

“Awards and prizes $1571”

Other Expenses.4

“Bank Fee $349”

Other Expenses.5

“Tax Preparation $330”

Other Expenses.7

“other tax $35”

Raw XML Appendix152 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/PersonNm0DANY GREGORY
IRS990EZ/BooksInCareOfDetail/PhoneNum09258996771
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2935
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN RAMON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094583
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07317
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08722
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01405
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07317
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08722
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt028731
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08668
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07317
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08722
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07317
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08722
IRS990EZ/OccupancyRentUtltsAndMaintAmt016374
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt86.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0sudhir sahni
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1dany gregory
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dan Geraldi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Eddy Chase
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GARY CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRACY ENGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHELLE LIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NEVILLE GUARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8valerie munoz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DEBORA KILLEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10YASMINE KOTVAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11BERNIE SZALAJ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010792
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0civic activity, volunteer, member organization
IRS990EZ/PrintingPublicationsPostageAmt0160
IRS990EZ/ProgramServiceRevenueAmt020063
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Civic Activity and volunteering by membership.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027326
IRS990EZ/TotalRevenueAmt028731
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.sanramonvalleyrotary.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $1906
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3dues $3439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $2791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Awards and prizes $1571
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Fee $349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Tax Preparation $330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8other tax $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0dany gregory
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN RAMON VALLEY ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0SANR
ReturnHeader/Filer/EIN0363980876
ReturnHeader/Filer/PhoneNum09253603600
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2935
ReturnHeader/Filer/USAddress/CityNm0SAN RAMON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094583
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943157667
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cynthia A Wilkinson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02010 CROW CANYON PL STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252773424
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cynthia A Wilkinson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T15:37:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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