Civic Intelligence

Sausalito Rotary Educational Scholarship Fund

990 • Fiscal year 2016 • EIN 68-0424515

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 26, 2016

Organization ProfileWWW.SRESF.ORG
PO Box 251Sausalito, CA 94966

(415) 383-3390

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

85th percentile

30%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

52nd percentile

2.3%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-19%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$529,315

Up $12,045 (+2.3%) from 2015

Net Assets

Up

$529,315

Up $12,045 (+2.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin85th percentile

Revenue

Down

$24,447

Down $5,726 (-19%) from 2015

Expenses

Down

$17,125

Down $3,868 (-18%) from 2015

Net Income

Down

$7,322

Down $1,858 (-20%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$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

2016

Assets$529,315
Liabilities$0
Net Assets$529,315
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$24,447
Expenses$17,125
Net Income$7,322
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 26, 2016
Return Version
2015v3.0
Gross Receipts
$32,153
Mission and Program Overview

Mission

To provide vocational scholarships to students.

To provide educational scholarships to students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$517,270$529,315▲ $12,045
Investments Other Securities$224,087$86,985▼ $137,102
Cash and Non-Interest-Bearing Accounts$26,515$22,532▼ $3,983
Total Assets$517,270$529,315▲ $12,045
Other Assets Total$266,668$419,798▲ $153,130
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$517,270$529,315▲ $12,045
Total Liabilities and Net Assets / Fund Balance$517,270$529,315▲ $12,045

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$133,334--
Other Securities$86,985--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Peter Van MeterPresident
Dennis BurkellDirector
Rene DebruynDirector
Richard MellottSecretary
William RichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,050
Program Service Revenue
$0
Investment Income
$9,589
Other Revenue
$5,808
All Other Contributions
$9,050
Change in Net Assets
$7,322
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,125
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$500-$500
Fees for Services Other-$205-$205
Other Expenses$16,000$25-$25
Total Functional Expenses$16,000$1,125$0$17,125
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,514
Fundraising Direct Expenses$7,706
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 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

Form 990, Page 6, Part VI, Line 11B

“The treasurer of the organization reviews the return before filing.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Sausalito Rotary Educational
EIN
68-0424515
Phone
4153833390
Address
PO BOX 251, SAUSALITO, CA 94966

Signing Officer

Name
William Rich
Title
Treasurer
Phone
4153833390
Signed
2016-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Rich
Formed
1983
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
A B Christensen CPA
Address
700 LARKSPUR LANDING CIRCLE STE 140, LARKSPUR, CA 94939-1710
Preparer
A B Christensen
Phone
4153054465
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Valuation changes 4,723 total 4,723”

Raw XML Appendix304 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0949391710
ReturnHeader/PreparerPersonGrp/PhoneNum04153054465
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0A B CHRISTENSEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-01-30T14:44:31-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$529,315
Liabilities
$0
Net assets
$529,315
Revenue
$24,447
Expenses
$17,125
Net income
$7,322
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