Civic Intelligence

Napa Rotary Endowment

990 • Fiscal year 2022 • EIN 68-0005112

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 19, 2023

Organization ProfileN/A
PO Box 3069Napa, CA 94558

(707) 318-8082

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-255%

Higher net margin than 3% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

38th percentile

-4.9%

Faster asset growth than 38% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-47%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$238,085

Down $12,170 (-4.9%) from 2021

Net Assets

Down

$238,085

Down $12,170 (-4.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin3rd percentile

Revenue

Down

$4,441

Down $3,869 (-47%) from 2021

Expenses

Up

$15,782

Up $4,544 (+40%) from 2021

Net Income

Down

-$11,341

Down $8,413 (-287%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2022

Assets$238,085
Liabilities$0
Net Assets$238,085
Open 2022 Filing

Operations Trend

Revenue Growth12th 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

2022

Revenue$4,441
Expenses$15,782
Net Income-$11,341
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 19, 2023
Return Version
2021v4.1
Gross Receipts
$4,441
Mission and Program Overview

Mission

To award scholarships to students pursuing degrees in higher education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$250,255$238,085▼ $12,170
Rtn Earn Endowment Incm Other Fnds$250,255$238,085▼ $12,170
Total Assets$250,255$238,085▼ $12,170
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$250,255$238,085▼ $12,170
Total Liabilities and Net Assets / Fund Balance$250,255$238,085▼ $12,170

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$238,085--
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Jason LurosImmediate Past President
James LyonPresident
Jon CrawfordVice President
Alston HaynesDirector
Christine MatulichDirector
Dana ZanoneDirector
Joyce PrescottDirector
Scott WilliamsDirector
Jill BarwickSecretary
John CardinaleSergeant at Arms
Christina MitchellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,441
Other Revenue
$0
Change in Net Assets
$-11,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,200
Other Expenses$2,582
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,200--$13,200
Fees for Service Investment Mgmnt Fees$2,582$0$0$2,582
Total Functional Expenses$15,782$0$0$15,782
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Club of NapaNapa, CA-Scholarships$13,200
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
7073188082
Address
PO BOX 3069, NAPA, CA 94558

Signing Officer

Name
Jill Barwick
Title
Secretary
Phone
7073188082
Signed
2023-01-19
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
Hamati Bookkeeping & Tax Services
Address
3429 Broadway St Suite C-5, American Canyon, CA 94503
Preparer
Nicolas a Hamati
Phone
7076458100
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SERGEANT AT ARMS
IRS990/Form990PartVIISectionAGrp/TitleTxt5IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI
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IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0250255
IRS990/TotalAssetsEOYAmt0238085
IRS990/TotalAssetsGrp/BOYAmt0250255
IRS990/TotalAssetsGrp/EOYAmt0238085
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04441
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IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/USAddress/ZIPCd094558
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL BARWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07073188082
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAPA ROTARY ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0NAPA
ReturnHeader/Filer/EIN0680005112
ReturnHeader/Filer/PhoneNum07073188082
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMATI BOOKKEEPING & TAX 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/PhoneNum07076458100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLAS A HAMATI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-01-23T08:22:23-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARWICK
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$238,085
Liabilities
$0
Net assets
$238,085
Revenue
$4,441
Expenses
$15,782
Net income
-$11,341
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