Civic Intelligence

Dougherty Valley San Ramon Rotary Foundation

990EZ • Fiscal year 2021 • EIN 45-2745298

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 27, 2022

Organization ProfileN/A
231 Market PlaceSan Ramon, CA 94583

(925) 820-1303

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

40th percentile

2.0%

Higher net margin than 40% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

42nd percentile

0.4%

Faster asset growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-42%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$57,712

Up $233 (+0.4%) from 2020

Net Assets

Up

$57,712

Up $233 (+0.4%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Down

$11,394

Down $8,163 (-42%) from 2020

Expenses

Down

$11,161

Down $9,189 (-45%) from 2020

Net Income

Up

$233

Up $1,026 (+129%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2021

Assets$57,712
Liabilities-
Net Assets$57,712
Open 2021 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

2021

Revenue$11,394
Expenses$11,161
Net Income$233
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 27, 2022
Return Version
2020v4.1
Gross Receipts
$11,394
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. ALAMO ROTARY FOUNDATION FOR ROTACARE, HEARTS EMPOWERING THE POOR, PACE UNIVERSAL,DICTIONARY PROJECT, THANKSGIVING BASKETS AND OTHERS$8,892$8,892
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE LEEPresident-$0--
SCOTT PERKINSVP/Secretary-$0--
MICHELLE PAXTONTreasurer-$0--
KIM GALLAGHERGrant Chair-$0--
GAIL MIRCHANDANIDirector-$0--
GAYLE LARSONDirector-$0--
AMANDA MAINODirector-$0--
Filing and Contact Details

Filer

Filer Name
Dougherty Valley San Ramon Rotary Foundation
EIN
45-2745298
Phone
9258201303
Address
231 MARKET PLACE, SAN RAMON, CA 94583

Signing Officer

Name
Michelle Paxton
Title
Treasurer
Phone
9258201303
Signed
2022-04-27
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

“Health and education; health and education; danville sycamore valley rotary club foundation: 696 san ramon valley blvd. # 332, danville, ca, 94526; none, 1000.”

Form 990EZ, Part I, Line 10

“Health and education; health and education; foundation of the rotary club of alamo: addresses are available, alamo, , ; none, 2750.”

Form 990EZ, Part I, Line 10

“Rebuild local area after natural disaster; environmental; rotary club of paradise: adddresses are available, paradise, , ; none, 2000.”

Form 990EZ, Part I, Line 10

“Local education; education; dictionary project: addresses are available, san ramon, , ; none, 1032.”

Form 990EZ, Part I, Line 10

“Miscellaneous community donations with board approval; health and education; addresses are available: addresses are available, san ramon, , ; none, 2110.”

Form 990EZ, Part I, Line 16

“P.O. BOX 150.”

Form 990EZ, Part I, Line 16

“IT AND HOSTING FEES 549.”

Form 990EZ, Part I, Line 16

“Bank card/merchant fees 175.”

Form 990EZ, Part I, Line 16

“Secretary of state registration fee 25.”

Raw XML Appendix190 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT PERKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE PAXTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM GALLAGHER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3GRANT CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0899
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HEALTH AND EDUCATION; HEALTH AND EDUCATION; DANVILLE SYCAMORE VALLEY ROTARY CLUB FOUNDATION: 696 SAN RAMON VALLEY BLVD. # 332, DANVILLE, CA, 94526; NONE, 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HEALTH AND EDUCATION; HEALTH AND EDUCATION; FOUNDATION OF THE ROTARY CLUB OF ALAMO: ADDRESSES ARE AVAILABLE, ALAMO, , ; NONE, 2750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REBUILD LOCAL AREA AFTER NATURAL DISASTER; ENVIRONMENTAL; ROTARY CLUB OF PARADISE: ADDDRESSES ARE AVAILABLE, PARADISE, , ; NONE, 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LOCAL EDUCATION; EDUCATION; DICTIONARY PROJECT: ADDRESSES ARE AVAILABLE, SAN RAMON, , ; NONE, 1032.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISCELLANEOUS COMMUNITY DONATIONS WITH BOARD APPROVAL; HEALTH AND EDUCATION; ADDRESSES ARE AVAILABLE: ADDRESSES ARE AVAILABLE, SAN RAMON, , ; NONE, 2110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5P.O. BOX 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6IT AND HOSTING FEES 549.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CARD/MERCHANT FEES 175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SECRETARY OF STATE REGISTRATION FEE 25.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-27
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ReturnHeader/ReturnTs02022-04-27T14:47:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELLE
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,712
Liabilities
-
Net assets
$57,712
Revenue
$11,394
Expenses
$11,161
Net income
$233
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