Civic Intelligence

Concord-Diablo Rotary Charitable Fund

EIN 68-0301959 • 501(c)3 • Concord, CA

Profile

Fund raising for charitable giving

1333 Willow Pass RdConcord, CA 94520

none

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

56th percentile

0.3%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

44th percentile

-7.5%

Faster revenue growth than 44% of similar nonprofits.

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

Assets

Up

$130,151

Up $422 (+0.3%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$130,151

No earlier filing loaded for comparison.

Revenue

Down

$11,248

Down $916 (-7.5%) from 2021

Expenses

Down

$7,360

Down $2,307 (-24%) from 2021

Net Income

Up

$3,888

Up $1,391 (+56%) from 2021

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $100,872Liabilities 2011: $02011Assets 2012: $103,809Liabilities 2012: $02012Assets 2013: $99,800Liabilities 2013: $20Net Assets 2013: $99,7802013Assets 2014: $100,557Liabilities 2014: $202014Assets 2015: $101,219Liabilities 2015: $02015Assets 2016: $106,628Net Assets 2016: $106,6282016Assets 2017: $108,698Net Assets 2017: $108,6982017Assets 2018: $119,686Net Assets 2018: $119,6862018Assets 2019: $126,432Net Assets 2019: $126,4322019Assets 2020: $117,880Net Assets 2020: $117,8802020Assets 2021: $129,729Liabilities 2021: $02021Assets 2022: $130,151Net Assets 2022: $130,1512022

Highlighted filing

2022

Assets$130,151
Liabilities-
Net Assets$130,151

Operations Trend

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2011: -$2,129Expenses 2011: $4,530Net Income 2011: -$6,6592011Revenue 2012: $7,476Expenses 2012: $4,539Net Income 2012: $2,9372012Revenue 2013: $1,770Expenses 2013: $5,799Net Income 2013: -$4,0292013Revenue 2014: $7,058Expenses 2014: $6,301Net Income 2014: $7572014Revenue 2015: $5,915Expenses 2015: $5,233Net Income 2015: $6822015Revenue 2016: $6,917Expenses 2016: $1,508Net Income 2016: $5,4092016Revenue 2017: $5,715Expenses 2017: $3,645Net Income 2017: $2,0702017Revenue 2018: $9,999Expenses 2018: $2,483Net Income 2018: $7,5162018Revenue 2019: $6,963Expenses 2019: $5,959Net Income 2019: $1,0042019Revenue 2020: $6,152Expenses 2020: $6,304Net Income 2020: -$1522020Revenue 2021: $12,164Expenses 2021: $9,667Net Income 2021: $2,4972021Revenue 2022: $11,248Expenses 2022: $7,360Net Income 2022: $3,8882022

Highlighted filing

2022

Revenue$11,248
Expenses$7,360
Net Income$3,888

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 11, 2023
Return Version
2021v4.1
Gross Receipts
$12,047
Mission and Program Overview

Mission

Fund raising for charitable giving

Program Services

DescriptionGrantsExpenses
DONATION TO COMMUNITY ORGANIZATIONS CARING FOR NEEDY FAMILIES, PROVIDING FOOD AND HEALTH EDUCATIONAL NEEDS SEE DETAILS IN GRANT INFORMATION$6,488$6,488
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA RAMIREZPresident-$0--
Beri KasperTreasurer-$0--
Nancy GlenfieldSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Concord-diablo Rotary Charitable Fund
EIN
68-0301959
Phone
9258251040
Address
1333 WILLOW PASS RD, CONCORD, CA 94520

Signing Officer

Name
Nancy Glenfield
Title
Secretary
Phone
9258251040
Signed
2023-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Kasper Accountancy Corporation
Address
1333 WILLOW PASS ROAD SUITE 213, CONCORD, CA 94520
Preparer
Beri B Smith-Kasper
Phone
9258251040
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Books and toys for at risk families; humanity; : , , , ; , 1018.

Form 990EZ, Part I, Line 10

Help homeless vets in concord area; humanity; : , , , ; , 2500.

Form 990EZ, Part I, Line 10

Disaster relief greenville ca; humanity; : , , , ; , 500.

Form 990EZ, Part I, Line 10

Wheelhchair project for uganda; health; : , , , ; , 500.

Form 990EZ, Part I, Line 10

Boys and girls club kitchen ; humanity; : , , , ; , 500.

Form 990EZ, Part I, Line 10

White pony express project; humanity; : , , , ; , 500.

Form 990EZ, Part I, Line 10

Thanksgiving food cards; hunger; : , , , ; , 970.

Form 990EZ, Part I, Line 16

Investment advisory fees 777.

Form 990EZ, Part I, Line 16

FILING FEES 95.

Form 990EZ, Part I, Line 20

Change in unrealized gains in investments for fye 6-30-2022 -3466.

Form 990EZ, Part II, Line 24

Due from CONCORD/DIABLO ROTARY CLUB 758. 0.

Raw XML Appendix183 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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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06488
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTING ORGANIZATION IS A ROTARY CLUB DOING COMMUNITY SERVICE LOCALLY AND GLOBALLY. WE DO NOT CONTRIBUTE ANY FUNDS TO THE ROTARY CLUB. THE MEMBERS OF THE ROTARY CLUB CONTRIBUTE SUPPORT TO THIS CHARITABLE FUND IN MONEY AND VOLUNTEER SERVICES. THEY ARE ORGANIZED AS A 501 C 4 ACCORDING TO THEIR IRS DETERMINATION LETTER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THERE IS NO MONETARY SUPPORT TO THE ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt IV Sec A Ln 3b
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOOKS AND TOYS FOR AT RISK FAMILIES; HUMANITY; : , , , ; , 1018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HELP HOMELESS VETS IN CONCORD AREA; HUMANITY; : , , , ; , 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISASTER RELIEF GREENVILLE CA; HUMANITY; : , , , ; , 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WHEELHCHAIR PROJECT FOR UGANDA; HEALTH; : , , , ; , 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOYS AND GIRLS CLUB KITCHEN ; HUMANITY; : , , , ; , 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WHITE PONY EXPRESS PROJECT; HUMANITY; : , , , ; , 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THANKSGIVING FOOD CARDS; HUNGER; : , , , ; , 970.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INVESTMENT ADVISORY FEES 777.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FILING FEES 95.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CHANGE IN UNREALIZED GAINS IN INVESTMENTS FOR FYE 6-30-2022 -3466.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Due from CONCORD/DIABLO ROTARY CLUB 758. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 20
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ReturnHeader/PreparerPersonGrp/PhoneNum09258251040
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ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits