Civic Intelligence

Rotary Club of Oakley

EIN 84-1856291 • 501(c)4 • Oakley, CA

Profile

The Rotary of Oakley was formed for the purpose of fostering good relationships in the business community through raising money and providing services in East Contra Costa County for those in need.

PO Box 435Oakley, CA 94561

n/A

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

49th percentile

0.8%

Higher net margin than 49% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

57th percentile

1.3%

Faster asset growth than 57% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

-9.2%

Faster revenue growth than 39% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$31,040

Up $391 (+1.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$31,040

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Down

$51,067

Down $5,171 (-9.2%) from 2024

Expenses

Up

$50,676

Up $7,965 (+19%) from 2024

Net Income

Down

$391

Down $13,136 (-97%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$40K$30K$20K$10K$0Assets 2020: $21,746Liabilities 2020: $02020Assets 2021: $16,830Net Assets 2021: $16,8302021Assets 2022: $20,600Net Assets 2022: $20,6002022Assets 2023: $17,122Liabilities 2023: $02023Assets 2024: $30,649Liabilities 2024: $02024Assets 2025: $31,040Net Assets 2025: $31,0402025

Highlighted filing

2025

Assets$31,040
Liabilities-
Net Assets$31,040
Open 2025 Filing

Operations Trend

Revenue Growth39th percentile

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

$60K$40K$20K$0Revenue 2020: $37,239Expenses 2020: $15,493Net Income 2020: $21,7462020Revenue 2021: $18,062Expenses 2021: $7,362Net Income 2021: $10,7002021Revenue 2022: $37,079Expenses 2022: $33,309Net Income 2022: $3,7702022Revenue 2023: $37,949Expenses 2023: $31,722Net Income 2023: $6,2272023Revenue 2024: $56,238Expenses 2024: $42,711Net Income 2024: $13,5272024Revenue 2025: $51,067Expenses 2025: $50,676Net Income 2025: $3912025

Highlighted filing

2025

Revenue$51,067
Expenses$50,676
Net Income$391
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,040
Liabilities
-
Net assets
$31,040
Revenue
$51,067
Expenses
$50,676
Net income
$391
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.0$31.0$51.1$50.7$0.39
2024Summary only. Only limited summary data is available for this year.$30.6$0.00$56.2$42.7$13.5
2023Summary only. Only limited summary data is available for this year.$17.1$0.00$37.9$31.7$6.23
2022Detailed filing. Detailed filing data is available for this year.$20.6$20.6$37.1$33.3$3.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$16.8$18.1$7.36$10.7
2020Summary only. Only limited summary data is available for this year.$21.7$0.00$37.2$15.5$21.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 19, 2025
Return Version
2024v5.2
Gross Receipts
$51,067
Mission and Program Overview

Mission

The Rotary Club of Oakley was formed for the purpose of fostering good relationships in the business community through raising money and providing services in Far East Contra Costa County for those in need.

The Rotary of Oakley was formed for the purpose of fostering good relationships in the business community through raising money and providing services in East Contra Costa County for those in need.

Program Services

DescriptionGrantsExpenses
The Rotary of Oakley was formed for the purpose of fostering good relationships in the business community through raising money and providing services in East Contra Costa County for those in need.-$25,941
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rob GreaffPresident-$0--
Mike HaleVice President-$0--
Vera MartinezSecretary-$0--
Brenda D'AmicoTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Oakley
EIN
84-1856291
Phone
9256252211
Address
PO Box 435, Oakley, CA 94561

Signing Officer

Name
Brenda D'Amico
Title
Treasurer
Signed
2025-08-19
Discuss with paid preparer
Yes

Preparer

Firm
JLD Accounting INC
Address
479 Susie Street, Oakley, CA 94561
Preparer
Julie Knapp
Phone
9253084234
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Rotary Club of Oakley Foundation | Donee's Address: PO Box 435 Oakley CA 94561 | Cash Amount Given: $24735”

Other Expenses.1001

“Advertising and Promotion $20”

Other Expenses.1002

“Office Expenses $5362”

Other Expenses.1

“Business Meeting Expenses $13157”

Other Expenses.2

“Rotary Dues $4782”

Other Expenses.3

“Misc Other $1466”

Other Expenses.4

“Subscriptions $484”

Other Expenses.5

“Training $395”

Other Expenses.6

“Bank Fees, Bad Debt, Misc $275”

Other Assets.1005

“Accounts Receivable - Beginning $9835 Accounts Receivable - Ending $9802”

Raw XML Appendix126 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Brenda D'Amico
IRS990EZ/BooksInCareOfDetail/PhoneNum09253827057
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 435
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oakley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094561
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020814
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021238
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0391
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030649
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031040
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024735
IRS990EZ/GrossReceiptsAmt051067
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08002
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030649
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031040
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030649
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rob Greaff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mike Hale
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Vera Martinez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Brenda D'Amico
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09835
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09802
IRS990EZ/OtherExpensesTotalAmt025941
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Rotary of Oakley was formed for the purpose of fostering good relationships in the business community through raising money and providing services in East Contra Costa County for those in need.
IRS990EZ/ProgramServiceRevenueAmt043065
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Rotary of Oakley was formed for the purpose of fostering good relationships in the business community through raising money and providing services in East Contra Costa County for those in need.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025941
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050676
IRS990EZ/TotalProgramServiceExpensesAmt025941
IRS990EZ/TotalRevenueAmt051067
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Rotary Club of Oakley Foundation | Donee's Address: PO Box 435 Oakley CA 94561 | Cash Amount Given: $24735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $5362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Business Meeting Expenses $13157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rotary Dues $4782
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Misc Other $1466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Subscriptions $484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Training $395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Fees, Bad Debt, Misc $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $9835 Accounts Receivable - Ending $9802
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brenda D'Amico
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Oakley
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0841856291
ReturnHeader/Filer/PhoneNum09256252211
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 435
ReturnHeader/Filer/USAddress/CityNm0Oakley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094561
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0275215214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JLD Accounting INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0479 Susie Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094561
ReturnHeader/PreparerPersonGrp/PhoneNum09253084234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julie Knapp
ReturnHeader/ReturnTs02025-08-19T14:24:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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