Civic Intelligence

Rotary International

990 • Fiscal year 2016 • EIN 94-0818250

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 21, 2017

Organization ProfileN/A
2565 Third StSan Francisco, CA 94107

(415) 546-0181

Siviq Scores

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

Liabilities / Assets

91st percentile

0.50x

Higher debt load relative to assets than 91% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.22x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

51st percentile

3.4%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

70th percentile

10%

Faster revenue growth than 70% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$68,104

Up $6,561 (+11%) from 2015

Net Assets

Up

$34,048

Up $4,880 (+17%) from 2015

Liabilities

Up

$34,056

Up $1,681 (+5.2%) from 2015

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin51st percentile

Revenue

Up

$157,733

Up $14,591 (+10%) from 2015

Expenses

Up

$152,398

Up $25,667 (+20%) from 2015

Net Income

Down

$5,335

Down $11,076 (-67%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$150K$100K$50K$0-$50K-$100KAssets 2011: $61,602Liabilities 2011: $114,226Net Assets 2011: -$52,6242011Assets 2012: $32,677Liabilities 2012: $53,677Net Assets 2012: -$21,0002012Assets 2013: $13,271Liabilities 2013: $36,725Net Assets 2013: -$23,4542013Assets 2014: $55,979Liabilities 2014: $42,814Net Assets 2014: $13,1652014Assets 2015: $61,543Liabilities 2015: $32,375Net Assets 2015: $29,1682015Assets 2016: $68,104Liabilities 2016: $34,056Net Assets 2016: $34,0482016Assets 2017: $43,371Liabilities 2017: $11,566Net Assets 2017: $31,8052017Assets 2018: $39,877Liabilities 2018: $10,104Net Assets 2018: $29,7732018Assets 2019: $24,195Liabilities 2019: $1,462Net Assets 2019: $22,7332019Assets 2020: $41,470Liabilities 2020: $4,206Net Assets 2020: $37,2642020Assets 2021: $79,641Liabilities 2021: $18,477Net Assets 2021: $61,1642021Assets 2022: $68,352Liabilities 2022: $12,402Net Assets 2022: $55,9502022Assets 2023: $80,581Liabilities 2023: $22,132Net Assets 2023: $58,4492023Assets 2024: $75,295Liabilities 2024: $12,019Net Assets 2024: $63,2762024

Highlighted filing

2016

Assets$68,104
Liabilities$34,056
Net Assets$34,048
Open 2016 Filing

Operations Trend

Revenue Growth70th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $230,9802011Revenue 2012: $299,770Expenses 2012: $268,146Net Income 2012: $31,6242012Expenses 2013: $173,8392013Revenue 2014: $151,137Expenses 2014: $105,049Net Income 2014: $46,0882014Revenue 2015: $143,142Expenses 2015: $126,731Net Income 2015: $16,4112015Revenue 2016: $157,733Expenses 2016: $152,398Net Income 2016: $5,3352016Revenue 2017: $125,993Expenses 2017: $123,421Net Income 2017: $2,5722017Revenue 2018: $139,312Expenses 2018: $137,656Net Income 2018: $1,6562018Revenue 2019: $165,519Expenses 2019: $179,769Net Income 2019: -$14,2502019Revenue 2020: $154,289Expenses 2020: $135,137Net Income 2020: $19,1522020Revenue 2021: $83,156Expenses 2021: $59,257Net Income 2021: $23,8992021Revenue 2022: $128,010Expenses 2022: $133,225Net Income 2022: -$5,2152022Revenue 2023: $154,879Expenses 2023: $152,379Net Income 2023: $2,5002023Revenue 2024: $164,314Expenses 2024: $159,490Net Income 2024: $4,8242024

Highlighted filing

2016

Revenue$157,733
Expenses$152,398
Net Income$5,335
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 21, 2017
Return Version
2015v3.0
Gross Receipts
$157,733
Mission and Program Overview

Mission

To encourage and foster the

To encourage and foster the ideal of service as a basis of worthy enterprise.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$55,701$64,927▲ $9,226
Accounts Receivable$2,110--
Savings and Temporary Cash Investments$1,959$1,960▲ $1
Prepaid Expenses and Deferred Charges$1,206$650▼ $556
Total Assets$61,543$68,104▲ $6,561
Other Assets Total$567$567→ $0
Liabilities
Accounts Payable and Accrued Expenses$32,375$34,056▲ $1,681
Total Liabilities$32,375$34,056▲ $1,681
Net Assets / Fund Balance
Unrestricted Net Assets$22,341$27,221▲ $4,880
Temporarily Rstr Net Assets$6,827$6,827→ $0
Total Net Assets Fund Balance$29,168$34,048▲ $4,880
Total Liabilities and Net Assets / Fund Balance$61,543$68,104▲ $6,561
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Stephanie SchmautzPast President
David DyePresident
John MathersPresident Elect
Scott PlakunPublic Relations
Rhonda PoppenSecretary
Casey BlairTreasurer
Michael StrohlVP Club Service
Frank YokeVP Development/foundation
Tucker KuhnVP INT'L COMMUNITY SERVICE
Chris BoehnerVP Local Community Service
Daniel JoraanstadVP Membership
Revenue and Support

Revenue Composition

Contributions and Grants
$66,134
Program Service Revenue
$91,598
Investment Income
$1
Other Revenue
$0
All Other Contributions
$946
Change in Net Assets
$5,335
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,398
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
Other Expenses$104,768$0$0$104,768
Conferences and Meetings$21,313$0$0$21,313
Fees for Services Management$11,859$0$0$11,859
Office Expenses$2,604$5,734$0$8,338
Fees for Services Accounting$0$5,809$0$5,809
Advertising$311$0$0$311
Total Functional Expenses$140,855$11,543$0$152,398
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
94-0818250
Phone
4155460181
Address
2565 THIRD ST, SAN FRANCISCO, CA 94107

Signing Officer

Name
Casey Blair
Title
Treasurer
Phone
4155460181
Signed
2017-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laine Hendricks
Formed
1910
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Tarlson & Associates
Address
220 Sansome Street Suite 900, San Francisco, CA 94104
Preparer
Nick G Tarlson
Phone
4159565700
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Officers and directors of the organization also serve as offices and trustees of rotary service, inc.”

Pt VI, Line 3

“Management duties were delegated to human services management corporation”

Pt VI, Line 6

“The organization has members”

Pt VI, Line 7A

“The members elect the officers and directors”

Pt VI, Line 7B

“Members that are terminated from membership by the board can appeal to the members for reinstatement”

Pt VI, Line 11B

“An outside cpa firm prepares the form 990, which is then provided to the treasurer as well as any other director who so requests, prior to filing.”

Pt VI, Line 12C

“Form 990, part vi, section b, line 12c: any officer, director or committee member who has a direct or indirect interest in a proposal submitted to this club or in its proponent shall disclose that fact prior to engaging in any presentation or discussion of the subject matter and shall abstain from any vote related to the proposal”

Pt VI, Line 19

“The organization makes copies of its governing documents available to the public on request and by inspection at its office”

Raw XML Appendix340 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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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt8VP MEMBERSHIP
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICERS AND DIRECTORS OF THE ORGANIZATION ALSO SERVE AS OFFICES AND TRUSTEES OF ROTARY SERVICE, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT DUTIES WERE DELEGATED TO HUMAN SERVICES MANAGEMENT CORPORATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS ELECT THE OFFICERS AND DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERS THAT ARE TERMINATED FROM MEMBERSHIP BY THE BOARD CAN APPEAL TO THE MEMBERS FOR REINSTATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AN OUTSIDE CPA FIRM PREPARES THE FORM 990, WHICH IS THEN PROVIDED TO THE TREASURER AS WELL AS ANY OTHER DIRECTOR WHO SO REQUESTS, PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FORM 990, PART VI, SECTION B, LINE 12C: ANY OFFICER, DIRECTOR OR COMMITTEE MEMBER WHO HAS A DIRECT OR INDIRECT INTEREST IN A PROPOSAL SUBMITTED TO THIS CLUB OR IN ITS PROPONENT SHALL DISCLOSE THAT FACT PRIOR TO ENGAGING IN ANY PRESENTATION OR DISCUSSION OF THE SUBJECT MATTER AND SHALL ABSTAIN FROM ANY VOTE RELATED TO THE PROPOSAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION MAKES COPIES OF ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC ON REQUEST AND BY INSPECTION AT ITS OFFICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0ROTARY CLUB OF SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY SERVICE INC
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1s
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt06827
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt06827
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt061543
IRS990/TotalAssetsEOYAmt068104
IRS990/TotalAssetsGrp/BOYAmt061543
IRS990/TotalAssetsGrp/EOYAmt068104
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt066134
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011543
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140855
IRS990/TotalFunctionalExpensesGrp/TotalAmt0152398
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt032375
IRS990/TotalLiabilitiesEOYAmt034056
IRS990/TotalLiabilitiesGrp/BOYAmt032375
IRS990/TotalLiabilitiesGrp/EOYAmt034056
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt029168
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt034048
IRS990/TotalProgramServiceExpensesAmt0140855
IRS990/TotalProgramServiceRevenueAmt091598
IRS990/TotalRevenueGrp/ExclusionAmt01
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt091598
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0157733
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt061543
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt068104
IRS990/TransactionWithControlEntInd0true
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt022341
IRS990/UnrestrictedNetAssetsGrp/EOYAmt027221
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02565 THIRD STREET
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094107
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CASEY BLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04155460181
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0940818250
ReturnHeader/Filer/PhoneNum04155460181
ReturnHeader/Filer/USAddress/AddressLine1Txt02565 THIRD ST
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094107
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tarlson & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 Sansome Street Suite 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159565700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICK G TARLSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-25T15:33:05-08:00
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
$68,104
Liabilities
$34,056
Net assets
$34,048
Revenue
$157,733
Expenses
$152,398
Net income
$5,335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.12$0.63$1.64$1.59$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.22$0.58$1.55$1.52$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.12$0.56$1.28$1.33$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.18$0.61$0.83$0.59$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.04$0.37$1.54$1.35$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.01$0.23$1.66$1.80$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.10$0.30$1.39$1.38$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.12$0.32$1.26$1.23$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.34$0.34$1.58$1.52$0.05
2015Summary only. Only limited summary data is available for this year.$0.62$0.32$0.29$1.43$1.27$0.16
2014Summary only. Only limited summary data is available for this year.$0.56$0.43$0.13$1.51$1.05$0.46
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.37$0.23$1.74
2012Summary only. Only limited summary data is available for this year.$0.33$0.54$0.21$3.00$2.68$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$1.14$0.53$2.31