Civic Intelligence

Napa Rotary Endowment

EIN 68-0005112 • 501(c)3 • Napa, CA

Profile

To award scholarships to students pursing degrees in higher education.

PO Box 3069Napa, CA 94558

www.naparotary.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

65th percentile

7.1%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

849%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$255,096

Up $16,874 (+7.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$255,096

Up $16,874 (+7.1%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin83rd percentile

Revenue

Up

$30,413

Up $27,209 (+849%) from 2023

Expenses

Up

$20,488

Up $9,279 (+83%) from 2023

Net Income

Up

$9,925

Up $17,930 (+224%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$300K$200K$100K$0Assets 2010: $181,984Liabilities 2010: $0Net Assets 2010: $181,9842010Assets 2011: $186,833Liabilities 2011: $02011Assets 2012: $181,839Liabilities 2012: $0Net Assets 2012: $181,8392012Assets 2013: $185,497Liabilities 2013: $0Net Assets 2013: $185,4972013Assets 2014: $210,983Liabilities 2014: $0Net Assets 2014: $210,9832014Assets 2015: $199,459Liabilities 2015: $0Net Assets 2015: $199,4592015Assets 2016: $204,028Liabilities 2016: $0Net Assets 2016: $204,0282016Assets 2017: $198,802Liabilities 2017: $0Net Assets 2017: $198,8022017Assets 2018: $199,689Liabilities 2018: $02018Assets 2019: $196,777Net Assets 2019: $196,7772019Assets 2021: $250,255Liabilities 2021: $0Net Assets 2021: $250,2552021Assets 2022: $238,085Liabilities 2022: $0Net Assets 2022: $238,0852022Assets 2023: $238,222Liabilities 2023: $0Net Assets 2023: $238,2222023Assets 2024: $255,096Liabilities 2024: $0Net Assets 2024: $255,0962024

Highlighted filing

2024

Assets$255,096
Liabilities$0
Net Assets$255,096
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$40K$20K$0-$20KRevenue 2010: $5,674Expenses 2010: $0Net Income 2010: $5,6742010Revenue 2011: $9,133Expenses 2011: $4,284Net Income 2011: $4,8492011Revenue 2012: $714Expenses 2012: $0Net Income 2012: $7142012Revenue 2013: $7,371Expenses 2013: $2,504Net Income 2013: $4,8672013Revenue 2014: $14,738Expenses 2014: $2,383Net Income 2014: $12,3552014Revenue 2015: $14,609Expenses 2015: $10,393Net Income 2015: $4,2162015Revenue 2016: $21,548Expenses 2016: $10,573Net Income 2016: $10,9752016Revenue 2017: $5,387Expenses 2017: $10,549Net Income 2017: -$5,1622017Revenue 2018: $7,237Expenses 2018: $11,231Net Income 2018: -$3,9942018Revenue 2019: $5,194Expenses 2019: $10,286Net Income 2019: -$5,0922019Revenue 2021: $8,310Expenses 2021: $11,238Net Income 2021: -$2,9282021Revenue 2022: $4,441Expenses 2022: $15,782Net Income 2022: -$11,3412022Revenue 2023: $3,204Expenses 2023: $11,209Net Income 2023: -$8,0052023Revenue 2024: $30,413Expenses 2024: $20,488Net Income 2024: $9,9252024

Highlighted filing

2024

Revenue$30,413
Expenses$20,488
Net Income$9,925
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$255,096
Liabilities
$0
Net assets
$255,096
Revenue
$30,413
Expenses
$20,488
Net income
$9,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.30$0.20$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.03$0.11$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.04$0.16$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.08$0.11$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.97$1.97$0.05$0.10$0.05
2018Summary only. Only limited summary data is available for this year.$2.00$0.00$0.07$0.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.05$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.22$0.11$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.15$0.10$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.15$0.02$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.00$1.85$0.07$0.03$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.00$1.82$0.01$0.00$0.01
2011Summary only. Only limited summary data is available for this year.$1.87$0.00$0.09$0.04$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.00$1.82$0.06$0.00$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 14, 2025
Return Version
2023v6.0
Gross Receipts
$192,043
Mission and Program Overview

Mission

To award scholarships to students pursuing degrees in higher education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$238,222$255,096▲ $16,874
Rtn Earn Endowment Incm Other Fnds$238,222$255,096▲ $16,874
Total Assets$238,222$255,096▲ $16,874
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$238,222$255,096▲ $16,874
Total Liabilities and Net Assets / Fund Balance$238,222$255,096▲ $16,874

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$255,096--
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
James LyonImmediate Past President
Joyce PrescottPresident
Alston HaynesVice President
Christine MatulichDirector
Constance CoughlanDirector
Ernest CabralDirector
George HahalisDirector
Kristine YoungbergDirector
Tom NelsonDirector
Jill BarwickSecretary/treasurer
John CardinaleSergeant at Arms
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$30,413
Other Revenue
$0
Change in Net Assets
$9,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,000
Other Expenses$2,488
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,000--$18,000
Fees for Service Investment Mgmnt Fees$2,488$0$0$2,488
Total Functional Expenses$20,488$0$0$20,488
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Club of NapaNapa, CA-Scholarships$18,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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 35% controlled entity
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
Napa Rotary Endowment
EIN
68-0005112
Phone
7072581799
Address
PO BOX 3069, NAPA, CA 94558

Signing Officer

Name
Jill Barwick
Title
Secretary
Phone
7072581799
Signed
2025-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jill Barwick
Formed
1983
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
AmCan Financial Services
Address
3429 Broadway St Suite C-5, American Canyon, CA 94503
Preparer
Maira Villafana
Phone
7077386137
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The form 990 is reviewed by the president and key members of the board of directors prior to filing.”

Pt VI, Line 19

“The organization makes all documents that are a matter of public record available upon written request.”

Pt XI

“Change in investment value”

Raw XML Appendix376 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/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990ScheduleI/RecipientTable/CashGrantAmt018000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROTARY CLUB OF NAPA
IRS990ScheduleI/RecipientTable/RecipientEIN0941525554
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 3069
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NAPA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE PRESIDENT AND KEY MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ALL DOCUMENTS THAT ARE A MATTER OF PUBLIC RECORD AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN INVESTMENT VALUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY CLUB OF NAPA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RAISE FUNDS & COORDINATE VOLUNTEER EFFORTS TO SUPPORT ORGANIZATIONS & PEOPLE IN NEED
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IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990ScheduleR/TransferToOtherOrgInd0false
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0238222
IRS990/TotalAssetsEOYAmt0255096
IRS990/TotalAssetsGrp/BOYAmt0238222
IRS990/TotalAssetsGrp/EOYAmt0255096
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt020488
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0255096
IRS990/TotalProgramServiceExpensesAmt020488
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt030413
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030413
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0238222
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0255096
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02005 DELPHA DR
IRS990/USAddress/CityNm0NAPA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094558
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL BARWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07072581799
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAPA ROTARY ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0NAPA
ReturnHeader/Filer/EIN0680005112
ReturnHeader/Filer/PhoneNum07072581799
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3069
ReturnHeader/Filer/USAddress/CityNm0NAPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094558
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0884009305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AmCan Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03429 Broadway St Suite C-5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0American Canyon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094503
ReturnHeader/PreparerPersonGrp/PhoneNum07077386137
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maira Villafana
ReturnHeader/ReturnTs02025-06-25T13:23:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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