Civic Intelligence

Rotary Club of San Ramon

EIN 68-0026786 • 501(c)4 • San Ramon, CA

Profile

Encourage and foster the ideal of service as a basis of worthy enterprise

PO Box 3624San Ramon, CA 94583

www.sanramonrotary.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

32nd percentile

-8.1%

Higher net margin than 32% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

-4.3%

Faster revenue growth than 45% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$45,191

Up $594 (+1.3%) from 2022

Liabilities

Down

$15,924

Down $1,235 (-7.2%) from 2022

Net Assets

Up

$29,267

Up $1,829 (+6.7%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Up

$44,043

Up $3,816 (+9.5%) from 2022

Expenses

Down

$42,214

Down $4,595 (-9.8%) from 2022

Net Income

Up

$1,829

Up $8,411 (+128%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$60K$40K$20K$0-$20KAssets 2011: $25,940Liabilities 2011: $12,377Net Assets 2011: $13,5632011Assets 2012: $26,094Liabilities 2012: $9,950Net Assets 2012: $16,1442012Assets 2013: $27,282Liabilities 2013: $17,918Net Assets 2013: $9,3642013Assets 2014: $15,586Liabilities 2014: $13,147Net Assets 2014: $2,4392014Assets 2015: $9,174Liabilities 2015: $11,148Net Assets 2015: -$1,9742015Assets 2016: $22,232Liabilities 2016: $14,348Net Assets 2016: $7,8842016Assets 2017: $30,095Liabilities 2017: $14,292Net Assets 2017: $15,8032017Assets 2018: $27,123Liabilities 2018: $10,500Net Assets 2018: $16,6232018Assets 2019: $30,438Liabilities 2019: $13,430Net Assets 2019: $17,0082019Assets 2020: $26,088Liabilities 2020: $3,148Net Assets 2020: $22,9402020Assets 2021: $37,327Liabilities 2021: $3,307Net Assets 2021: $34,0202021Assets 2022: $44,597Liabilities 2022: $17,159Net Assets 2022: $27,4382022Assets 2023: $45,191Liabilities 2023: $15,924Net Assets 2023: $29,2672023

Highlighted filing

2023

Assets$45,191
Liabilities$15,924
Net Assets$29,267
Open 2023 Filing

Operations Trend

Revenue Growth45th percentile

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

$100K$50K$0-$50KExpenses 2011: $75,5622011Expenses 2012: $75,2252012Expenses 2013: $79,4102013Revenue 2014: $70,753Expenses 2014: $77,678Net Income 2014: -$6,9252014Revenue 2015: $76,726Expenses 2015: $81,139Net Income 2015: -$4,4132015Revenue 2016: $83,969Expenses 2016: $74,111Net Income 2016: $9,8582016Revenue 2017: $70,948Expenses 2017: $63,029Net Income 2017: $7,9192017Revenue 2018: $73,858Expenses 2018: $73,038Net Income 2018: $8202018Revenue 2019: $63,675Expenses 2019: $63,290Net Income 2019: $3852019Revenue 2020: $55,042Expenses 2020: $49,110Net Income 2020: $5,9322020Revenue 2021: $29,134Expenses 2021: $18,054Net Income 2021: $11,0802021Revenue 2022: $40,227Expenses 2022: $46,809Net Income 2022: -$6,5822022Revenue 2023: $44,043Expenses 2023: $42,214Net Income 2023: $1,8292023

Highlighted filing

2023

Revenue$44,043
Expenses$42,214
Net Income$1,829
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$45,191
Liabilities
$15,924
Net assets
$29,267
Revenue
$44,043
Expenses
$42,214
Net income
$1,829
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$45.2$15.9$29.3$44.0$42.2$1.83
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.6$17.2$27.4$40.2$46.8$6.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.3$3.31$34.0$29.1$18.1$11.1
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$3.15$22.9$55.0$49.1$5.93
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$13.4$17.0$63.7$63.3$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.1$10.5$16.6$73.9$73.0$0.82
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.1$14.3$15.8$70.9$63.0$7.92
2016Detailed filing. Detailed filing data is available for this year.$22.2$14.3$7.88$84.0$74.1$9.86
2015Detailed filing. Detailed filing data is available for this year.$9.17$11.1$1.97$76.7$81.1$4.41
2014Detailed filing. Detailed filing data is available for this year.$15.6$13.1$2.44$70.8$77.7$6.93
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.3$17.9$9.36$79.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$9.95$16.1$75.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$12.4$13.6$75.6
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 27, 2022
Return Version
2021v4.0
Gross Receipts
$40,227
Mission and Program Overview

Mission

Encourage and foster the ideal of service as a basis of worthy enterprise

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$32,412$37,455▲ $5,043
Rtn Earn Endowment Incm Other Fnds$34,020$27,438▼ $6,582
Accounts Receivable$2,880$6,324▲ $3,444
Prepaid Expenses and Deferred Charges$2,035$818▼ $1,217
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$37,327$44,597▲ $7,270
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$3,307$17,159▲ $13,852
Total Liabilities$3,307$17,159▲ $13,852
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,020$27,438▼ $6,582
Total Liabilities and Net Assets / Fund Balance$37,327$44,597▲ $7,270
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Terry KoehnePast President
Michael RobertsPresident
Patti HenniganVice President
Chris GaylerDirector
Colette LayDirector
Gary SloanDirector
Glen WeberDirector
Karen McnamaraDirector
Carolyn DegnanSecretary
Geoff DischSgt at Arms
Julie MckinneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$37,529
Investment Income
$32
Other Revenue
$2,666
Change in Net Assets
$-6,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,294
Grants and Similar Amounts Paid$2,515
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings-$4,906-$4,906
Fees for Services Accounting-$3,400-$3,400
Grants to Domestic Orgs$2,515--$2,515
Other Expenses-$1,850-$1,850
All Other Expenses-$1,548-$1,548
Office Expenses-$1,367-$1,367
Total Functional Expenses$2,515$44,294$0$46,809
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The club's governing documents, policies and financial statements are available upon request to interested members of the public.”

Filing and Contact Details

Filer

Filer Name
Rotary Club of San Ramon
EIN
68-0026786
Phone
6504834069
Address
PO BOX 3624, SAN RAMON, CA 94583

Signing Officer

Name
Julie Mckinney
Title
Treasurer
Signed
2022-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Roberts
Formed
1983
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
43

Preparer

Firm
Giles Accountancy
Address
2603 CAMINO RAMON STE200, SAN RAMON, CA 94583
Preparer
Raymond C Giles
Phone
9253551110
Raw XML AppendixShowing 400 of 424 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/OtherExpensesGrp/Desc2PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc3FELLOWSHIP
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17256
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22402
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31850
IRS990/OtherExpensesGrp/TotalAmt021565
IRS990/OtherExpensesGrp/TotalAmt17256
IRS990/OtherExpensesGrp/TotalAmt22402
IRS990/OtherExpensesGrp/TotalAmt31850
IRS990/OtherRevenueMiscGrp/Desc0COST RECOVERY AND OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02666
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02666
IRS990/OtherRevenueTotalAmt02666
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02035
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0818
IRS990/PrincipalOfficerNm0MICHAEL ROBERTS
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IRS990/ProgramServiceRevenueGrp/Desc0MEMBER DUES & ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt037529
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt037529
IRS990/ProgSrvcAccomActy2Grp/Desc0SAN RAMON VALLEY UNIFIED SCHOOL DISTRICT, DANVILLE, CA--MAINTENANCE OF AWARDS FOR OUTSTANDING STUDENTS AND EDUCATORS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0929
IRS990/ProgSrvcAccomActy3Grp/Desc0CALIFORNIA HIGH SCHOOL, SAN RAMON, CALIFORNIA--SUPPORT OF INTERACT YOUTH SERVICE CLUB
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0452
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0516
IRS990/PYInvestmentIncomeAmt035
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt017538
IRS990/PYOtherRevenueAmt0123
IRS990/PYProgramServiceRevenueAmt028976
IRS990/PYRevenuesLessExpensesAmt011080
IRS990/PYTotalExpensesAmt018054
IRS990/PYTotalRevenueAmt029134
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-6582
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt034020
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt027438
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0NONE
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CLUB'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO INTERESTED MEMBERS OF THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAN RAMON ROTARY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0943023557
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0SCH A LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02601 CAMPECHE COURT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN RAMON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
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IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt037327
IRS990/TotalAssetsEOYAmt044597
IRS990/TotalAssetsGrp/BOYAmt037327
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02515
IRS990/TotalFunctionalExpensesGrp/TotalAmt046809
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03307
IRS990/TotalLiabilitiesEOYAmt017159
IRS990/TotalLiabilitiesGrp/BOYAmt03307
IRS990/TotalLiabilitiesGrp/EOYAmt017159
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt034020
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt027438
IRS990/TotalProgramServiceExpensesAmt02515
IRS990/TotalProgramServiceRevenueAmt037529
IRS990/TotalRevenueGrp/ExclusionAmt032
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt040195
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt040227
IRS990/TotalVolunteersCnt043
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt037327
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt044597
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03275 DUBLIN BLVD 403
IRS990/USAddress/CityNm0DUBLIN
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094568
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.sanramonrotary.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE MCKINNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER

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