Civic Intelligence

Dougherty Valley San Ramon Rotary Foundation

990 • Fiscal year 2017 • EIN 45-2745298

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2018

Organization ProfileN/A
PO Box 239San Ramon, CA 94583

(925) 786-2232

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

8.3%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-24%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$48,739

Up $3,734 (+8.3%) from 2016

Net Assets

Up

$48,739

Up $3,734 (+8.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin68th percentile

Revenue

Down

$28,831

Down $9,234 (-24%) from 2016

Expenses

Down

$25,098

Down $2,182 (-8.0%) from 2016

Net Income

Down

$3,733

Down $7,052 (-65%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2012: $1,220Liabilities 2012: $02012Assets 2013: $9,685Liabilities 2013: $0Net Assets 2013: $9,6832013Assets 2014: $13,157Liabilities 2014: $0Net Assets 2014: $13,1572014Assets 2016: $45,005Liabilities 2016: $0Net Assets 2016: $45,0052016Assets 2017: $48,739Liabilities 2017: $0Net Assets 2017: $48,7392017Assets 2018: $56,360Net Assets 2018: $56,3602018Assets 2019: $58,272Net Assets 2019: $58,2722019Assets 2020: $57,479Net Assets 2020: $57,4792020Assets 2021: $57,712Net Assets 2021: $57,7122021Assets 2022: $52,737Net Assets 2022: $52,7372022

Highlighted filing

2017

Assets$48,739
Liabilities$0
Net Assets$48,739
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KRevenue 2012: $1,220Expenses 2012: $0Net Income 2012: $1,2202012Revenue 2013: $12,188Expenses 2013: $3,187Net Income 2013: $9,0012013Revenue 2014: $4,787Expenses 2014: $1,313Net Income 2014: $3,4742014Revenue 2016: $38,065Expenses 2016: $27,280Net Income 2016: $10,7852016Revenue 2017: $28,831Expenses 2017: $25,098Net Income 2017: $3,7332017Revenue 2018: $29,087Expenses 2018: $21,466Net Income 2018: $7,6212018Revenue 2019: $26,047Expenses 2019: $24,135Net Income 2019: $1,9122019Revenue 2020: $19,557Expenses 2020: $20,350Net Income 2020: -$7932020Revenue 2021: $11,394Expenses 2021: $11,161Net Income 2021: $2332021Revenue 2022: $7,323Expenses 2022: $12,298Net Income 2022: -$4,9752022

Highlighted filing

2017

Revenue$28,831
Expenses$25,098
Net Income$3,733
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2018
Return Version
2016v3.0
Gross Receipts
$53,885
Mission and Program Overview

Mission

To advance international understanding and goodwill through charitable activities and fellowship among business and professional leaders

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$45,005$48,739▲ $3,734
Rtn Earn Endowment Incm Other Fnds$45,005$48,739▲ $3,734
Total Assets$45,005$48,739▲ $3,734
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,005$48,739▲ $3,734
Total Liabilities and Net Assets / Fund Balance$45,005$48,739▲ $3,734
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Gary LarsonPresident
Adam LewisDirector
Jayasheree ThakurDirector
Rene MatsumotoDirector
Don MillerAsst Treasurer
Ian SchusterTreasurer
Scott PerkinsVP/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$104
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$28,727
All Other Contributions
$104
Change in Net Assets
$3,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$23,753
Other Expenses$1,345
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$23,753--$23,753
Information Technology$0$713$0$713
Fees for Services Accounting$0$400$0$400
Office Expenses$0$212$0$212
Other Expenses$0$20$0$20
Total Functional Expenses$23,753$1,345$0$25,098
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sentinels of FreedomSan Ramon, CA501 (c) 3Education$12,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$53,781
Fundraising Direct Expenses$25,054
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hopfest Bike Ride$53,781$53,781$12,601$41,180
Total Events$53,781$53,781$25,054$28,727
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Dougherty Valley San Ramon Rotary Foundation
EIN
45-2745298
Phone
9257862232
Address
PO BOX 239, SAN RAMON, CA 94583

Signing Officer

Name
Gary Larson
Title
President
Phone
9257862232
Signed
2018-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Larson
Formed
2012
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
20

Preparer

Firm
Kasper Accountancy Corporation
Address
1333 WILLOW PASS ROAD SUITE 213, CONCORD, CA 94520
Preparer
Beri B Smith-kasper
Phone
9258251040
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Return is reviewed by president and treasurer, subsequently by board”

Pt VI, Line 19

“Governing documents are available to the public upon request to the board of directors.”

Raw XML Appendix363 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/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0GARY LARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09257862232
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOUGHERTY VALLEY SAN RAMON ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DOUG
ReturnHeader/Filer/EIN0452745298
ReturnHeader/Filer/PhoneNum09257862232
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.164.252.9
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:48:51
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KASPER ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01333 WILLOW PASS ROAD SUITE 213
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum09258251040
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERI B SMITH-KASPER
ReturnHeader/ReturnTs02018-05-08T17:48:59-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,739
Liabilities
$0
Net assets
$48,739
Revenue
$28,831
Expenses
$25,098
Net income
$3,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$52.7$52.7$7.32$12.3$4.98
2021Detailed filing. Detailed filing data is available for this year.$57.7$57.7$11.4$11.2$0.23
2020Detailed filing. Detailed filing data is available for this year.$57.5$57.5$19.6$20.4$0.79
2019Detailed filing. Detailed filing data is available for this year.$58.3$58.3$26.0$24.1$1.91
2018Detailed filing. Detailed filing data is available for this year.$56.4$56.4$29.1$21.5$7.62
2017Detailed filing. Detailed filing data is available for this year.$48.7$0.00$48.7$28.8$25.1$3.73
2016Summary only. Only limited summary data is available for this year.$45.0$0.00$45.0$38.1$27.3$10.8
2014Summary only. Only limited summary data is available for this year.$13.2$0.00$13.2$4.79$1.31$3.47
2013Summary only. Only limited summary data is available for this year.$9.69$0.00$9.68$12.2$3.19$9.00
2012Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$0.00$1.22