Civic Intelligence

Dougherty Valley San Ramon Rotary Foundation

990EZ • Fiscal year 2019 • EIN 45-2745298

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 16, 2020

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

58th percentile

7.3%

Higher net margin than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

3.4%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$58,272

Up $1,912 (+3.4%) from 2018

Net Assets

Up

$58,272

Up $1,912 (+3.4%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Down

$26,047

Down $3,040 (-10%) from 2018

Expenses

Up

$24,135

Up $2,669 (+12%) from 2018

Net Income

Down

$1,912

Down $5,709 (-75%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2019

Assets$58,272
Liabilities-
Net Assets$58,272
Open 2019 Filing

Operations Trend

Revenue Growth33rd 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

2019

Revenue$26,047
Expenses$24,135
Net Income$1,912
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 16, 2020
Return Version
2018v3.1
Gross Receipts
$53,705
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
MISCELLANEOUS DONATIONS GIVEN PER BOARD APPROVAL THROUGH OUT THE YEAR. INCLUDING ROTACARE, HEARTS EMPOWERING THE POOR, THE ROTARYFOUNDATION- LOJETA BOLIVIA WATER PROJECT, DICTIONARY PROJECT AND OTHERS$10,508$10,508
GRANT WAS MADE TO THE SENTINELS OF FREEDOM ASMAJOR BENEFICIARY OF OUR BIKE RIDE AND HOPFEST EVENT HELD IN FALL 2018$10,000$10,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE LEEPresident-$0--
SCOTT PERKINSVP/Secretary-$0--
GARY LARSONTreasurer-$0--
MICHELLE PAXTONGrant Chair-$0--
AL PACHECODirector-$0--
GAIL MIRCHANDANIDirector-$0--
DIANA CRAIGDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hopfest Bike Ride$50,763$50,763$27,658$23,105
None----
Total Events$50,763$50,763$27,658$23,105
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
Treasurer
Phone
9257862232
Signed
2020-01-16
Discuss with paid preparer
Yes

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

Form 990EZ, Part I, Line 10

“Education; education; sentinels of freedom: 2303 camino ramon # 270, san ramon, ca, 94583; none, 10000.”

Form 990EZ, Part I, Line 10

“Miscellaneous community donations with board approval; education, peace; miscellanous charities: addresses are available, san ramon, , ; none, 10508.”

Form 990EZ, Part I, Line 16

“OFFICE EXPENSE 344.”

Form 990EZ, Part I, Line 16

“It and hosting fees 1411.”

Form 990EZ, Part I, Line 16

“Business registration fees 45.”

Form 990EZ, Part I, Line 16

“Bank card/merchante fees 277.”

Raw XML Appendix196 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09253651561
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN RAMON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094583
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056360
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT PERKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GARY LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLE PAXTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AL PACHECO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GAIL MIRCHANDANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DIANA CRAIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3GRANT CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02077
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ADVANCE INTERNATIONAL UNDERSTANDING AND GOODWILL THROUGH CHARITABLE ACTIVITIES AND FELLOWSHIP AMONG BUSINESS AND PROFESSIONAL LEADERS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANT WAS MADE TO THE SENTINELS OF FREEDOM ASMAJOR BENEFICIARY OF OUR BIKE RIDE AND HOPFEST EVENT HELD IN FALL 2018
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MISCELLANEOUS DONATIONS GIVEN PER BOARD APPROVAL THROUGH OUT THE YEAR. INCLUDING ROTACARE, HEARTS EMPOWERING THE POOR, THE ROTARYFOUNDATION- LOJETA BOLIVIA WATER PROJECT, DICTIONARY PROJECT AND OTHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110508
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt023105
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024135
IRS990EZ/TotalProgramServiceExpensesAmt020508
IRS990EZ/TotalRevenueAmt026047
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02589
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt06121
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02589
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06121
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027658
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOPFEST BIKE RIDE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NONE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050763
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050763
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050763
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050763
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027658
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATION; EDUCATION; SENTINELS OF FREEDOM: 2303 CAMINO RAMON # 270, SAN RAMON, CA, 94583; NONE, 10000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS COMMUNITY DONATIONS WITH BOARD APPROVAL; EDUCATION, PEACE; MISCELLANOUS CHARITIES: ADDRESSES ARE AVAILABLE, SAN RAMON, , ; NONE, 10508.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE EXPENSE 344.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IT AND HOSTING FEES 1411.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BUSINESS REGISTRATION FEES 45.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CARD/MERCHANTE FEES 277.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY LARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09257862232
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOUGHERTY VALLEY SAN RAMON ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DOUG
ReturnHeader/Filer/EIN0452745298
ReturnHeader/Filer/PhoneNum09257862232
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 239
ReturnHeader/Filer/USAddress/CityNm0SAN RAMON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094583
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.164.252.9
ReturnHeader/FilingSecurityInformation/IPDt02020-01-16
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ReturnHeader/FilingSecurityInformation/IPTm016:06:02
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01333 WILLOW PASS ROAD SUITE 213
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094520
ReturnHeader/PreparerPersonGrp/PhoneNum09258251040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Beri B Smith-Kasper
ReturnHeader/ReturnTs02020-01-16T16:06:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,272
Liabilities
-
Net assets
$58,272
Revenue
$26,047
Expenses
$24,135
Net income
$1,912
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