Civic Intelligence

Rossmoor Rotary Foundation

990 • Fiscal year 2014 • EIN 68-0048178

Jul 01, 2013 to Jun 30, 2014

Walnut Creek, CA
Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

61st percentile

0.09x

Higher debt load relative to revenue than 61% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-27%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$930,145

Up $118,658 (+15%) from 2013

Net Assets

Up

$920,145

Up $117,658 (+15%) from 2013

Liabilities

Up

$10,000

Up $1,000 (+11%) from 2013

Revenue

Down

$106,648

Down $40,032 (-27%) from 2013

Expenses

Up

$57,111

Up $7,944 (+16%) from 2013

Net Income

Down

$49,537

Down $47,976 (-49%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $694,348Liabilities 2012: $0Net Assets 2012: $694,3482012Assets 2013: $811,487Liabilities 2013: $9,000Net Assets 2013: $802,4872013Assets 2014: $930,145Liabilities 2014: $10,000Net Assets 2014: $920,1452014Assets 2015: $924,646Liabilities 2015: $10,000Net Assets 2015: $914,6462015Assets 2016: $928,677Liabilities 2016: $16,725Net Assets 2016: $911,9522016Assets 2017: $858,494Liabilities 2017: $42,000Net Assets 2017: $816,4942017Assets 2018: $976,618Liabilities 2018: $15,000Net Assets 2018: $961,6182018Assets 2019: $971,700Liabilities 2019: $0Net Assets 2019: $971,7002019Assets 2020: $995,755Liabilities 2020: $0Net Assets 2020: $995,7552020Assets 2021: $988,972Liabilities 2021: $0Net Assets 2021: $988,9722021Assets 2022: $980,266Liabilities 2022: $0Net Assets 2022: $980,2662022Assets 2023: $1,010,665Liabilities 2023: $0Net Assets 2023: $1,010,6652023Assets 2024: $990,914Liabilities 2024: $0Net Assets 2024: $990,9142024Assets 2025: $1,128,499Liabilities 2025: $0Net Assets 2025: $1,128,4992025

Highlighted filing

2014

Assets$930,145
Liabilities$10,000
Net Assets$920,145

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2012: $305,881Expenses 2012: $45,718Net Income 2012: $260,1632012Revenue 2013: $146,680Expenses 2013: $49,167Net Income 2013: $97,5132013Revenue 2014: $106,648Expenses 2014: $57,111Net Income 2014: $49,5372014Revenue 2015: $81,457Expenses 2015: $61,669Net Income 2015: $19,7882015Revenue 2016: $79,733Expenses 2016: $84,872Net Income 2016: -$5,1392016Revenue 2017: $76,550Expenses 2017: $74,152Net Income 2017: $2,3982017Revenue 2018: $250,199Expenses 2018: $105,075Net Income 2018: $145,1242018Revenue 2019: $118,055Expenses 2019: $104,129Net Income 2019: $13,9262019Revenue 2020: $115,920Expenses 2020: $97,030Net Income 2020: $18,8902020Revenue 2021: $68,600Expenses 2021: $77,477Net Income 2021: -$8,8772021Revenue 2022: $101,639Expenses 2022: $110,349Net Income 2022: -$8,7102022Revenue 2023: $187,489Expenses 2023: $145,932Net Income 2023: $41,5572023Revenue 2024: $184,937Expenses 2024: $160,349Net Income 2024: $24,5882024Revenue 2025: $160,941Expenses 2025: $164,033Net Income 2025: -$3,0922025

Highlighted filing

2014

Revenue$106,648
Expenses$57,111
Net Income$49,537
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Mission and Program Overview

Mission

Contributions to local, regional, and international charitable activities, improvements in the local rossmoor retirement community

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.16$0.16$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.18$0.16$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.19$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.10$0.11$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.07$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.12$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.12$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.02$0.96$0.25$0.11$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.04$0.82$0.08$0.07$0.00
2016Summary only. Only limited summary data is available for this year.$0.93$0.02$0.91$0.08$0.08$0.01
2015Summary only. Only limited summary data is available for this year.$0.92$0.01$0.91$0.08$0.06$0.02
2014Summary only. Only limited summary data is available for this year.$0.93$0.01$0.92$0.11$0.06$0.05
2013Summary only. Only limited summary data is available for this year.$0.81$0.01$0.80$0.15$0.05$0.10
2012Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.31$0.05$0.26