Civic Intelligence

Rotary International

990 • Fiscal year 2019 • EIN 94-0818250

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 24, 2020

Organization ProfileN/A
588 Sutter StSan Francisco, CA 94102

(415) 609-8565

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

26th percentile

-8.6%

Higher net margin than 26% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

9th percentile

-39%

Faster asset growth than 9% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

19%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$24,195

Down $15,682 (-39%) from 2018

Net Assets

Down

$22,733

Down $7,040 (-24%) from 2018

Liabilities

Down

$1,462

Down $8,642 (-86%) from 2018

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin26th percentile

Revenue

Up

$165,519

Up $26,207 (+19%) from 2018

Expenses

Up

$179,769

Up $42,113 (+31%) from 2018

Net Income

Down

-$14,250

Down $15,906 (-961%) from 2018

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

2019

Assets$24,195
Liabilities$1,462
Net Assets$22,733
Open 2019 Filing

Operations Trend

Revenue Growth79th 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

2019

Revenue$165,519
Expenses$179,769
Net Income-$14,250
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 24, 2020
Return Version
2018v3.1
Gross Receipts
$165,519
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$24,377$21,226▼ $3,151
Savings and Temporary Cash Investments$1,961$1,961→ $0
Accounts Receivable$11,962$1,008▼ $10,954
Land, Buildings, and Equipment, Net$567--
Total Assets$38,867$24,195▼ $14,672
Liabilities
Accounts Payable and Accrued Expenses-$1,462-
Total Liabilities$0$1,462▲ $1,462
Net Assets / Fund Balance
Temporarily Rstr Net Assets$15,610$14,460▼ $1,150
Unrestricted Net Assets$23,257$8,273▼ $14,984
Total Net Assets Fund Balance$38,867$22,733▼ $16,134
Total Liabilities and Net Assets / Fund Balance$38,867$24,195▼ $14,672
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Rhonda PoppenPast President
Casey BlairPresident
Jt ForbusPresident Elect
Dora DyeSecretary
Buck DalesTreasurer
Michael PetriccaVP Club Service
Frank YokeVP Development/foundation
Sacha ShashiVP INT'L COMMUNITY SERVICE
Kathryn MccallVP Local Community Service
Dan JoraanstadVP Membership
John DeanVP of Pr and Communications
Mary LiuVP Vocational Services
Lynn LuckowVP Youth Development
Revenue and Support

Revenue Composition

Contributions and Grants
$86,077
Program Service Revenue
$79,421
Investment Income
$21
Other Revenue
$0
All Other Contributions
$5,000
Change in Net Assets
$-14,250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$179,769
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
Conferences and Meetings$25,825$0$0$25,825
Other Expenses$0$16,527$0$16,527
Fees for Services Accounting$0$9,341$0$9,341
Office Expenses$480$5,712$0$6,192
Total Functional Expenses$148,189$31,580$0$179,769
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
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
No
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
94-0818250
Phone
4156098565
Address
588 SUTTER ST, SAN FRANCISCO, CA 94102
Doing Business As
Rotary Club of San Francisco

Signing Officer

Name
Buck Dales
Title
Treasurer
Phone
4156098565
Signed
2020-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Buck Dales
Formed
1910
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
11

Preparer

Firm
Tarlson & Associates
Address
220 Sansome St Ste 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 officers and trustees of rotary service, inc.”

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 8A

“The board keeps minutes of all meetings”

Pt VI, Line 8B

“Committees keep minutes of all meetings”

Pt VI, Line 11B

“An outside cpa firm prepares the form 990, which is then provided to the treasurer as well as all directors 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”

Pt XI

“LINE 9 - ROUNDING”

Raw XML AppendixShowing 400 of 414 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt10VP OF PR AND COMMUNICATIONS
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IRS990/Form990PartVIISectionAGrp/TitleTxt12VP YOUTH DEVELOPMENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICERS AND DIRECTORS OF THE ORGANIZATION ALSO SERVE AS OFFICERS AND TRUSTEES OF ROTARY SERVICE, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS ELECT THE OFFICERS AND DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS THAT ARE TERMINATED FROM MEMBERSHIP BY THE BOARD CAN APPEAL TO THE MEMBERS FOR REINSTATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD KEEPS MINUTES OF ALL MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMITTEES KEEP MINUTES OF ALL MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AN OUTSIDE CPA FIRM PREPARES THE FORM 990, WHICH IS THEN PROVIDED TO THE TREASURER AS WELL AS ALL DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FORM 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/ExplanationTxt8THE ORGANIZATION MAKES COPIES OF ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC ON REQUEST
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,195
Liabilities
$1,462
Net assets
$22,733
Revenue
$165,519
Expenses
$179,769
Net income
-$14,250
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