Civic Intelligence

Rotary International

990 • Fiscal year 2017 • EIN 94-0818250

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 13, 2018

Organization ProfileN/A
588 Sutter St 137San Francisco, CA 94102

(415) 546-0181

Siviq Scores

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

Liabilities / Assets

86th percentile

0.27x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.09x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

47th percentile

2.0%

Higher net margin than 47% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-36%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-20%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$43,371

Down $24,733 (-36%) from 2016

Net Assets

Down

$31,805

Down $2,243 (-6.6%) from 2016

Liabilities

Down

$11,566

Down $22,490 (-66%) from 2016

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin47th percentile

Revenue

Down

$125,993

Down $31,740 (-20%) from 2016

Expenses

Down

$123,421

Down $28,977 (-19%) from 2016

Net Income

Down

$2,572

Down $2,763 (-52%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2017

Assets$43,371
Liabilities$11,566
Net Assets$31,805
Open 2017 Filing

Operations Trend

Revenue Growth19th 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

2017

Revenue$125,993
Expenses$123,421
Net Income$2,572
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 13, 2018
Return Version
2016v3.0
Gross Receipts
$125,993
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$64,927$32,767▼ $32,160
Accounts Receivable-$7,592-
Savings and Temporary Cash Investments$1,960$1,960→ $0
Prepaid Expenses and Deferred Charges$650$485▼ $165
Total Assets$68,104$43,371▼ $24,733
Other Assets Total$567$567→ $0
Liabilities
Accounts Payable and Accrued Expenses$34,056$11,566▼ $22,490
Total Liabilities$34,056$11,566▼ $22,490
Net Assets / Fund Balance
Unrestricted Net Assets$27,221$22,699▼ $4,522
Temporarily Rstr Net Assets$6,827$9,106▲ $2,279
Total Net Assets Fund Balance$34,048$31,805▼ $2,243
Total Liabilities and Net Assets / Fund Balance$68,104$43,371▼ $24,733
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
David DyePast President
John MathersPresident
Rhonda PoppenPresident Elect
Elizabeth WhitneyPublic Relations
Luis MoranSecretary
Jim BradleyTreasurer
Jt ForbusVP Club Service
Frank YokeVP Development/foundation
Sacha ShashiVP INT'L COMMUNITY SERVICE
Kathryn MccallVP Local Community Service
Dan JoraanstadVP Membership
Revenue and Support

Revenue Composition

Contributions and Grants
$61,765
Program Service Revenue
$64,227
Investment Income
$1
Other Revenue
$0
Change in Net Assets
$2,572
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$123,421
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$87,053$0$0$87,053
Conferences and Meetings$26,254$0$0$26,254
Fees for Services Accounting$0$4,743$0$4,743
Office Expenses$22$4,651$0$4,673
Advertising$678$0$0$678
Interest$20$0$0$20
Total Functional Expenses$114,027$9,394$0$123,421
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
588 SUTTER ST 137, SAN FRANCISCO, CA 94102

Signing Officer

Name
Jim Bradley
Title
Treasurer
Phone
4155460181
Signed
2018-03-13
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 Appendix345 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
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP LOCAL COMMUNITY SERVICE
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IRS990/Form990PartVIISectionAGrp/TitleTxt7VP DEVELOPMENT/FOUNDATION
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP MEMBERSHIP
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IRS990/Form990PartVIISectionAGrp/TitleTxt10PUBLIC RELATIONS
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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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 3
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0ROTARY CLUB OF SAN FRANCISCO
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ROTARY SERVICE INC
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ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JIM BRADLEY
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ReturnHeader/BusinessOfficerGrp/PhoneNum04155460181
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-13
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ReturnHeader/Filer/BusinessNameControlTxt0ROTA
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ReturnHeader/Filer/PhoneNum04155460181
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.31.244.62
ReturnHeader/FilingSecurityInformation/IPDt02018-03-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:33:43
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tarlson & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 Sansome Street Suite 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum04159565700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICK G TARLSON
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ReturnHeader/ReturnTs02018-03-15T16:33:55-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,371
Liabilities
$11,566
Net assets
$31,805
Revenue
$125,993
Expenses
$123,421
Net income
$2,572
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