Civic Intelligence

MILL Valley Rotary Service Fund Inc.

990EZ • Fiscal year 2018 • EIN 68-0313951

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 20, 2020

Organization Profileportal.clubrunner.ca/8928
P O Box 506Mill Valley, CA 94942

(415) 331-3091

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$28,469

Up $4,788 (+20%) from 2017

Net Assets

Up

$28,469

Up $4,788 (+20%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$26,951

Down $23,483 (-47%) from 2017

Expenses

Down

$22,163

Down $22,396 (-50%) from 2017

Net Income

Down

$4,788

Down $1,087 (-19%) from 2017

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 2010: $77,933Net Assets 2010: $77,9332010Assets 2015: $33,320Net Assets 2015: $33,3202015Assets 2016: $17,807Net Assets 2016: $17,8072016Assets 2017: $23,681Net Assets 2017: $23,6812017Assets 2018: $1,219,095Liabilities 2018: $0Net Assets 2018: $1,219,0952018Assets 2018: $28,469Net Assets 2018: $28,4692018Assets 2019: $23,435Net Assets 2019: $23,4352019Assets 2020: $19,139Net Assets 2020: $19,1392020Assets 2024: $18,286Net Assets 2024: $18,2862024Assets 2025: $6,689Net Assets 2025: $6,6892025

Highlighted filing

2018

Assets$28,469
Liabilities-
Net Assets$28,469
Open 2018 Filing

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2010: $32,042Expenses 2010: $22,157Net Income 2010: $9,8852010Revenue 2015: $30,438Expenses 2015: $46,441Net Income 2015: -$16,0032015Revenue 2016: $9,029Expenses 2016: $24,542Net Income 2016: -$15,5132016Revenue 2017: $50,434Expenses 2017: $44,559Net Income 2017: $5,8752017Revenue 2018: $26,951Expenses 2018: $22,163Net Income 2018: $4,7882018Revenue 2018: $26,951Expenses 2018: $22,163Net Income 2018: $4,7882018Revenue 2019: $34,934Expenses 2019: $37,940Net Income 2019: -$3,0062019Revenue 2020: $19,639Expenses 2020: $22,868Net Income 2020: -$3,2292020Revenue 2024: $36,101Expenses 2024: $36,090Net Income 2024: $112024Revenue 2025: $12,419Expenses 2025: $24,016Net Income 2025: -$11,5972025

Highlighted filing

2018

Revenue$26,951
Expenses$22,163
Net Income$4,788
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 20, 2020
Return Version
2017v2.2
Gross Receipts
$40,768
Mission and Program Overview

Mission

Charitable Service Organization

This fund promotes community services and social welfare by funding public services, schools, individual educational scholoarships and donations to other charities and volunteer organizations.

Program Services

DescriptionGrantsExpenses
Charitable Service Organization.$20,010$21,165
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lewis KatcherPresident-$0--
Carl LippenburgerSecretary-$0--
Morgan PierceTreasurerPT$0--
Bob RobertsDirector-$0--
Richard RiderDirector-$0--
Jane HallDirector-$0--
Elizabeth SuzukiDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mountain Play$25,318$25,318-$25,318
Total Events$25,318$25,318$13,817$11,501
Filing and Contact Details

Filer

Filer Name
Mill Valley Rotary Service Fund Inc
EIN
68-0313951
Phone
4153313091
Address
P O Box 506, Mill Valley, CA 94942

Signing Officer

Name
Lewis Katcher
Title
President
Phone
4156401702
Signed
2020-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Raymond Palmarini CPA
Address
180 HARBOR DR STE 218, SAUSALITO, CA 94965
Preparer
Raymond Palmarini CPA
Phone
4153313091
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Peace Corp Partnership Program | Donee's Address: 1111 20th Street, NW Washington D C DC 20523 | Relationship of Donee: None | Cash Amount Given: $7128”

Other Expenses.1012

“Insurance $114”

Other Expenses.1

“Miscellaneous $1155”

Other Expenses.2

“Square Service Fees $60”

Other Assets.1

“Adjustment - Beginning $0 Adjustment - Ending $28”

Raw XML Appendix187 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/OfficerDirectorTrusteeEmplGrp/PersonNm6Elizabeth Suzuki
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt031231
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Mountain Play food booth.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Peace Corp Partnership Program | Donee's Address: 1111 20th Street, NW Washington D C DC 20523 | Relationship of Donee: None | Cash Amount Given: $7128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $114
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Lewis Katcher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04156401702
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-20
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ReturnHeader/Filer/BusinessNameControlTxt0MILL
ReturnHeader/Filer/EIN0680313951
ReturnHeader/Filer/PhoneNum04153313091
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 506
ReturnHeader/Filer/USAddress/CityNm0Mill Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094942
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946300695
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Raymond Palmarini CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 HARBOR DR STE 218
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094965
ReturnHeader/PreparerPersonGrp/PhoneNum04153313091
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Raymond Palmarini CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-01-20T10:36:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,469
Liabilities
-
Net assets
$28,469
Revenue
$26,951
Expenses
$22,163
Net income
$4,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.01$0.02$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.04$0.04$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.02$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.03$0.04$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.03$0.02$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.03$0.02$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.05$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.01$0.02$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.03$0.05$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.08$0.03$0.02$0.01