Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
EIN 68-0301959 • 501(c)3 • Concord, CA
Profile
Fund raising for charitable giving
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
84th percentile
Higher net margin than 84% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
56th percentile
Faster asset growth than 56% of similar nonprofits.
Revenue Growth
44th percentile
Faster revenue growth than 44% of similar nonprofits.
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
Most recent year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
Fund raising for charitable giving
| Description | Grants | Expenses |
|---|---|---|
| DONATION TO COMMUNITY ORGANIZATIONS CARING FOR NEEDY FAMILIES, PROVIDING FOOD AND HEALTH EDUCATIONAL NEEDS SEE DETAILS IN GRANT INFORMATION | $6,488 | $6,488 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| PATRICIA RAMIREZ | President | - | $0 | - | - |
| Beri Kasper | Treasurer | - | $0 | - | - |
| Nancy Glenfield | Secretary | - | $0 | - | - |
“Books and toys for at risk families; humanity; : , , , ; , 1018.”
“Help homeless vets in concord area; humanity; : , , , ; , 2500.”
“Disaster relief greenville ca; humanity; : , , , ; , 500.”
“Wheelhchair project for uganda; health; : , , , ; , 500.”
“Boys and girls club kitchen ; humanity; : , , , ; , 500.”
“White pony express project; humanity; : , , , ; , 500.”
“Thanksgiving food cards; hunger; : , , , ; , 970.”
“Investment advisory fees 777.”
“FILING FEES 95.”
“Change in unrealized gains in investments for fye 6-30-2022 -3466.”
“Due from CONCORD/DIABLO ROTARY CLUB 758. 0.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Beri B Kasper |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9258251040 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1333 Willow Pass Rd Ste 213 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Concord |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94520 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 128971 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 130151 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 5841 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3888 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 129729 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 130151 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 4570 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 6488 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 12047 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1636 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 129729 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 130151 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 129729 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 130151 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | PATRICIA RAMIREZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Beri Kasper |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Nancy Glenfield |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 758 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -3466 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 872 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Fund raising for charitable giving |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | DONATION TO COMMUNITY ORGANIZATIONS CARING FOR NEEDY FAMILIES, PROVIDING FOOD AND HEALTH EDUCATIONAL NEEDS SEE DETAILS IN GRANT INFORMATION |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 6488 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 6488 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 799 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 3771 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 7360 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 6488 |
| IRS990EZ/TotalRevenueAmt | 0 | 11248 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | THE 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/ExplanationTxt | 1 | THERE IS NO MONETARY SUPPORT TO THE ORGANIZATION. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Pt IV Sec A Ln 3b |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | Pt IV Sec A Ln 3c |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/MajorityDirTrstSupportedOrgInd | 0 | true |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 942676021 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 10 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | CONCORDDIABLO ROTARY CLUB |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType2Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | BOOKS AND TOYS FOR AT RISK FAMILIES; HUMANITY; : , , , ; , 1018. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | HELP HOMELESS VETS IN CONCORD AREA; HUMANITY; : , , , ; , 2500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DISASTER RELIEF GREENVILLE CA; HUMANITY; : , , , ; , 500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | WHEELHCHAIR PROJECT FOR UGANDA; HEALTH; : , , , ; , 500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | BOYS AND GIRLS CLUB KITCHEN ; HUMANITY; : , , , ; , 500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | WHITE PONY EXPRESS PROJECT; HUMANITY; : , , , ; , 500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THANKSGIVING FOOD CARDS; HUNGER; : , , , ; , 970. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | INVESTMENT ADVISORY FEES 777. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | FILING FEES 95. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | CHANGE IN UNREALIZED GAINS IN INVESTMENTS FOR FYE 6-30-2022 -3466. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Due from CONCORD/DIABLO ROTARY CLUB 758. 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990EZ, Part I, Line 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990EZ, Part II, Line 24 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | NANCY GLENFIELD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | SECRETARY |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9258251040 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-05-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CONCORD-DIABLO ROTARY CHARITABLE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CONC |
| ReturnHeader/Filer/EIN | 0 | 680301959 |
| ReturnHeader/Filer/PhoneNum | 0 | 9258251040 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1333 WILLOW PASS RD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CONCORD |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94520 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 680424071 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | KASPER ACCOUNTANCY CORPORATION |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1333 WILLOW PASS ROAD SUITE 213 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CONCORD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94520 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9258251040 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Beri B Smith-Kasper |
| ReturnHeader/ReturnTs | 0 | 2023-05-11T14:46:17-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | NANCY |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | GLENFIELD |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-06-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
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