Civic Intelligence

Sausalito Rotary Educational

EIN 68-0424515 • 501(c)3 • Sausalito, CA

Profile

To provide vocational scholarships to marin county residents.

PO Box 251Sausalito, CA 94966-0251

www.sresf.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

1st percentile

-354%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

61st percentile

8.3%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-90%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$710,020

Up $54,245 (+8.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$710,020

Up $54,245 (+8.3%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin1st percentile

Revenue

Down

$6,744

Down $62,665 (-90%) from 2023

Expenses

Down

$30,650

Down $454 (-1.5%) from 2023

Net Income

Down

-$23,906

Down $62,211 (-162%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$800K$600K$400K$200K$0Assets 2011: $445,944Liabilities 2011: $02011Assets 2012: $482,288Liabilities 2012: $02012Assets 2013: $483,229Liabilities 2013: $0Net Assets 2013: $483,2292013Assets 2014: $508,090Liabilities 2014: $0Net Assets 2014: $508,0902014Assets 2015: $517,270Liabilities 2015: $0Net Assets 2015: $517,2702015Assets 2016: $529,315Liabilities 2016: $0Net Assets 2016: $529,3152016Assets 2017: $586,593Liabilities 2017: $0Net Assets 2017: $586,5932017Assets 2018: $617,036Liabilities 2018: $0Net Assets 2018: $617,0362018Assets 2019: $672,858Liabilities 2019: $0Net Assets 2019: $672,8582019Assets 2020: $638,697Liabilities 2020: $0Net Assets 2020: $638,6972020Assets 2021: $747,074Liabilities 2021: $0Net Assets 2021: $747,0742021Assets 2022: $644,743Liabilities 2022: $0Net Assets 2022: $644,7432022Assets 2023: $655,775Liabilities 2023: $0Net Assets 2023: $655,7752023Assets 2024: $710,020Liabilities 2024: $0Net Assets 2024: $710,0202024

Highlighted filing

2024

Assets$710,020
Liabilities$0
Net Assets$710,020
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$100K$50K$0-$50KRevenue 2011: $50,757Expenses 2011: $14,166Net Income 2011: $36,5912011Revenue 2012: $49,734Expenses 2012: $13,390Net Income 2012: $36,3442012Revenue 2013: $22,398Expenses 2013: $20,457Net Income 2013: $1,9412013Revenue 2014: $36,608Expenses 2014: $18,675Net Income 2014: $17,9332014Revenue 2015: $30,173Expenses 2015: $20,993Net Income 2015: $9,1802015Revenue 2016: $24,447Expenses 2016: $17,125Net Income 2016: $7,3222016Revenue 2017: $53,003Expenses 2017: $13,463Net Income 2017: $39,5402017Revenue 2018: $42,363Expenses 2018: $20,630Net Income 2018: $21,7332018Revenue 2019: $65,336Expenses 2019: $24,785Net Income 2019: $40,5512019Revenue 2020: $49,376Expenses 2020: $31,300Net Income 2020: $18,0762020Revenue 2021: $21,201Expenses 2021: $34,491Net Income 2021: -$13,2902021Revenue 2022: $46,971Expenses 2022: $31,320Net Income 2022: $15,6512022Revenue 2023: $69,409Expenses 2023: $31,104Net Income 2023: $38,3052023Revenue 2024: $6,744Expenses 2024: $30,650Net Income 2024: -$23,9062024

Highlighted filing

2024

Revenue$6,744
Expenses$30,650
Net Income-$23,906
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$710,020
Liabilities
$0
Net assets
$710,020
Revenue
$6,744
Expenses
$30,650
Net income
-$23,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$7.10$0.00$7.10$0.07$0.31$0.24
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.56$0.00$6.56$0.69$0.31$0.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.45$0.00$6.45$0.47$0.31$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.47$0.00$7.47$0.21$0.34$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$0.00$6.39$0.49$0.31$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.73$0.00$6.73$0.65$0.25$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.17$0.00$6.17$0.42$0.21$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.87$0.00$5.87$0.53$0.13$0.40
2016Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.24$0.17$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.30$0.21$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.37$0.19$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$0.00$4.83$0.22$0.20$0.02
2012Summary only. Only limited summary data is available for this year.$4.82$0.00$0.50$0.13$0.36
2011Summary only. Only limited summary data is available for this year.$4.46$0.00$0.51$0.14$0.37
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 1, 2023
Return Version
2022v5.0
Gross Receipts
$69,409
Mission and Program Overview

Mission

To provide vocational scholarships to marin county residents.

To provide vocational scholarships to students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$642,578$654,134▲ $11,556
Cash and Non-Interest-Bearing Accounts$2,165$1,641▼ $524
Total Assets$644,743$655,775▲ $11,032
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$644,743$655,775▲ $11,032
Total Net Assets Fund Balance$644,743$655,775▲ $11,032
Total Liabilities and Net Assets / Fund Balance$644,743$655,775▲ $11,032
Compensation and Service Providers
Top Officer Pay66th percentile

Board Members and Trustees

NameTitle
Ronald AlbertPresident
Chris GallagherDirector
Kim HuffDirector
Lisa ScopazziDirector
Woody RobinsonDirector
Richard MellottSecretary
Bruce HuffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$660
Program Service Revenue
$0
Investment Income
$68,749
Other Revenue
$0
All Other Contributions
$660
Change in Net Assets
$38,305
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,000
Other Expenses$1,104
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$30,000--$30,000
Fees for Services Accounting-$1,074-$1,074
Other Expenses-$30-$30
Total Functional Expenses$30,000$1,104$0$31,104
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
Lobbying activity
No
Subject to proxy tax
No
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

Committee meeting documentation Part VI line 8B

“SRESF does not have any committees of the Board of Directors.”

Form 990 governing body review Part VI line 11

“A member of the Board engages a professional tax advisor to prepare the Form 990, and a copy of the draft Form 990 is provided to each Board member for review and comment prior to e-filing.”

Conflict of interest policy compliance Part VI line 12C

“SRESF requires Board members to verbally disclose any actual or potential conflicts of interests at least annually during a regularly scheduled Board meeting.”

Governing documents etc available to public Part VI line 19

“Governing documents are available upon written request to: Sausalito Rotary Educational Scholarship Fund, PO Box 251, Sausalito, CA 94966-0251.”

Filing and Contact Details

Filer

Filer Name
Sausalito Rotary Educational Scholarship Fund
EIN
68-0424515
Address
PO Box 251, Sausalito, CA 94966-0251

Signing Officer

Name
Bruce Huff
Title
Treasurer
Phone
4153833390
Signed
2023-09-01
Discuss with paid preparer
No

Organization Details

Principal Officer
Ronald Albert
Formed
1998
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Build Advisory Corporation
Address
PO Box 61, Newbury Park, CA 91319
Preparer
Kamilah Zadi CRTP
Phone
4159523695
Raw XML Appendix330 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.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum04153833390
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/PersonNm5Richard Mellott
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01998
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IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SRESF continues to qualify as a publicly supported organization described in Code sections 509(a)(1) and 170(c)(1)(A)(vi) purusuant to the facts-and-circumstances test set forth in Treas. Reg. section 1.170A(f)(3). SRESFs tax year 2022 public support percentage is in excess of ten percent and the Board continues to solicit contributions from the general public, including individuals affiliated with Rotary club organizations in Sausalito, California.
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Educational and vocational scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SRESF made a total of 8 scholarship awards during the 2022-2023 fiscal year and 2 bulk scholarship awards. SRESF maintains a close relationship with all scholarship recipients to monitor progress and compliance.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SRESF does not have any committees of the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A member of the Board engages a professional tax advisor to prepare the Form 990, and a copy of the draft Form 990 is provided to each Board member for review and comment prior to e-filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SRESF requires Board members to verbally disclose any actual or potential conflicts of interests at least annually during a regularly scheduled Board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents are available upon written request to: Sausalito Rotary Educational Scholarship Fund, PO Box 251, Sausalito, CA 94966-0251.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce Huff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04153833390
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sausalito Rotary Educational Scholarship Fund
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ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 251
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465555252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Build Advisory Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 61
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newbury Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091319
ReturnHeader/PreparerPersonGrp/PhoneNum04159523695
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kamilah Zadi CRTP
ReturnHeader/ReturnTs02023-09-11T19:25:48-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bruce
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Huff
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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