Civic Intelligence

Napa Rotary Endowment

990EZ • Fiscal year 2016 • EIN 68-0005112

Jul 01, 2015 to Jun 30, 2016 • Filed on May 10, 2017

Organization ProfileWWW.NAPAROTARY.ORG
PO Box 3069Napa, CA 94558

(707) 258-1799

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

51st percentile

2.3%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$204,028

Up $4,569 (+2.3%) from 2015

Net Assets

Up

$204,028

Up $4,569 (+2.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin92nd percentile

Revenue

Up

$21,548

Up $6,939 (+47%) from 2015

Expenses

Up

$10,573

Up $180 (+1.7%) from 2015

Net Income

Up

$10,975

Up $6,759 (+160%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$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

2016

Assets$204,028
Liabilities$0
Net Assets$204,028
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$21,548
Expenses$10,573
Net Income$10,975
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$77,726
Mission and Program Overview

Mission

To award scholarships to students pursuing degrees in higher education

To award scholarships to students pursing degrees in higher education.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HELD ASSETS FOR HIGH SCHOOL SCHOLARSHIPS. NO DISTRIBUTIONS WERE MADE DURING THE YEAR BECAUSE THE ROTARY CLUB OF NAPA FULLY FUNDED $8,000 OF SCHOLARSHIPS GRANTED TO LOCAL HIGH SCHOOL GRADUATES.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE CARRIKERPast President-$0--
KAREN HUNTPresident-$0--
JILL BARWICKSecretary-$0--
MARGARET HAGERTreasurer-$0--
JOHN CARDINALESergeant At Arms-$0--
RYAN HEIDRICHDirector-$0--
JASON LUROSDirector-$0--
MICHAEL DAVISFoundation Chair-$0--
JEANNE JONESDirector-$0--
KEN WILLIAMSDirector-$0--
CHRISTOPHER MOURISKIDirector-$0--
BRIAN GROSSDirector-$0--
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
Margaret Hager
Title
Treasurer
Phone
7072581799
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
G & J Seiberlich & Co Llp
Address
3264 VILLA LANE, NAPA, CA 94558
Preparer
Laura E Wintz
Phone
7072247948
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: woodbury financial. Amount: 1,022. Description: woodbury financial. Amount: 5,799. Description: woodbury financial - capital gain distributions. Amount: total included on form 990-ez, line 4: 7,563.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: investment fees. Amount: 2,573. Description: reimb paid to napa rotary club for high school scholarships. Amount: 8,000. Total to form 990-ez, line 16: 10,573.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized losses. Amount: -6,406.”

Raw XML Appendix199 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/PhoneNum07072581799
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DALE CARRIKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN HUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JILL BARWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARGARET HAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN CARDINALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RYAN HEIDRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JASON LUROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEANNE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KEN WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CHRISTOPHER MOURISKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11BRIAN GROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SERGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FOUNDATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-6406
IRS990EZ/OtherExpensesTotalAmt010573
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO AWARD SCHOLARSHIPS TO STUDENTS PURSING DEGREES IN HIGHER EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION HELD ASSETS FOR HIGH SCHOOL SCHOLARSHIPS. NO DISTRIBUTIONS WERE MADE DURING THE YEAR BECAUSE THE ROTARY CLUB OF NAPA FULLY FUNDED $8,000 OF SCHOLARSHIPS GRANTED TO LOCAL HIGH SCHOOL GRADUATES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010573
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt021548
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NAPAROTARY.ORG
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08350
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09153
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0704
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.14530
IRS990ScheduleA/PublicSupportPY170Pct00.34420
IRS990ScheduleA/PublicSupportTotal170Amt08350
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05585
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08350
IRS990ScheduleA/TotalSupportAmt057463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: WOODBURY FINANCIAL. AMOUNT: 1,022. DESCRIPTION: WOODBURY FINANCIAL. AMOUNT: 5,799. DESCRIPTION: WOODBURY FINANCIAL - CAPITAL GAIN DISTRIBUTIONS. AMOUNT: TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 7,563.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INVESTMENT FEES. AMOUNT: 2,573. DESCRIPTION: REIMB PAID TO NAPA ROTARY CLUB FOR HIGH SCHOOL SCHOLARSHIPS. AMOUNT: 8,000. TOTAL TO FORM 990-EZ, LINE 16: 10,573.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED LOSSES. AMOUNT: -6,406.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET HAGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07072581799
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
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/PreparerFirmGrp/PreparerFirmEIN0941587502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0G & J SEIBERLICH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03264 VILLA LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094558
ReturnHeader/PreparerPersonGrp/PhoneNum07072247948
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA E WINTZ
ReturnHeader/ReturnTs02017-05-15T14:38:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$204,028
Liabilities
$0
Net assets
$204,028
Revenue
$21,548
Expenses
$10,573
Net income
$10,975
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