Civic Intelligence

Rotary International

990 • Fiscal year 2021 • EIN 94-0818250

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 31, 2022

Organization ProfileN/A
1728 Ocean AveSan Francisco, CA 94112

(415) 609-8565

Siviq Scores

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

Liabilities / Assets

84th percentile

0.23x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.22x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

77th percentile

29%

Higher net margin than 77% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

94th percentile

92%

Faster asset growth than 94% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-46%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$79,641

Up $38,171 (+92%) from 2020

Net Assets

Up

$61,164

Up $23,900 (+64%) from 2020

Liabilities

Up

$18,477

Up $14,271 (+339%) from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin77th percentile

Revenue

Down

$83,156

Down $71,133 (-46%) from 2020

Expenses

Down

$59,257

Down $75,880 (-56%) from 2020

Net Income

Up

$23,899

Up $4,747 (+25%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2021

Assets$79,641
Liabilities$18,477
Net Assets$61,164
Open 2021 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

2021

Revenue$83,156
Expenses$59,257
Net Income$23,899
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 31, 2022
Return Version
2020v4.1
Gross Receipts
$83,156
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
Savings and Temporary Cash Investments$1,962$41,963▲ $40,001
Cash and Non-Interest-Bearing Accounts$42,736$28,731▼ $14,005
Land, Buildings, and Equipment, Net$251$5,014▲ $4,763
Accounts Receivable$-3,559$2,577▲ $6,136
Prepaid Expenses and Deferred Charges$80$1,356▲ $1,276
Total Assets$41,470$79,641▲ $38,171
Liabilities
Accounts Payable and Accrued Expenses$4,206$18,477▲ $14,271
Total Liabilities$4,206$18,477▲ $14,271
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$37,264$61,164▲ $23,900
Net Assets With Donor Restrictions$0--
Total Net Assets Fund Balance$37,264$61,164▲ $23,900
Total Liabilities and Net Assets / Fund Balance$41,470$79,641▲ $38,171
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Jt ForbusPast President
Mary LiuPresident
Christopher WisemanPresident Elect
Stacy PooleSecretary
Buck DalesTreasurer
Michael PetriccaVP Club Service
Miranti OjongVP Development/foundation
Ed ShenkanVP INT'L COMMUNITY SERVICE
Bob HermannVP Local Community Service
Nancy GraydonVP Membership
Brian LanVP of Pr and Communications
Sunny SinghVP Vocational Services
Lisa ChristianVP Youth Development
Revenue and Support

Revenue Composition

Contributions and Grants
$79,750
Program Service Revenue
$3,330
Investment Income
$1
Other Revenue
$75
Change in Net Assets
$23,899
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$59,257
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$23,093$0$0$23,093
Other Expenses$0$12,428$0$12,428
Fees for Services Accounting$0$6,638$0$6,638
Office Expenses$0$5,004$0$5,004
Depreciation Depletion$0$251$0$251
Total Functional Expenses$34,936$24,321$0$59,257
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 35% controlled entity
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
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
1728 OCEAN AVE, SAN FRANCISCO, CA 94112
Doing Business As
Rotary Club of San Francisco

Signing Officer

Name
Gary Dales
Title
Treasurer
Phone
4156098565
Signed
2022-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Buck Dales
Formed
1908
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

“Committees do not have authority to act on behalf of the board.”

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 not have authority to act on behalf of board.”

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”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICERS AND DIRECTORS OF THE ORGANIZATION ALSO SERVE AS OFFICERS AND TRUSTEES OF ROTARY SERVICE, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMITTEES DO NOT HAVE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
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 NOT HAVE AUTHORITY TO ACT ON BEHALF OF BOARD.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EXPEND PROPERTY & FUNDS FOR CHARITABLE PURPOSES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN FRANCISCO
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY DALES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04156098565
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tarlson & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 Sansome St Ste 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159565700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nick G Tarlson

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,641
Liabilities
$18,477
Net assets
$61,164
Revenue
$83,156
Expenses
$59,257
Net income
$23,899
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