Civic Intelligence

Oakland Rotary Endowment

990 • Fiscal year 2013 • EIN 94-2434641

Jul 01, 2012 to Jun 30, 2013 • Filed on May 14, 2014

Organization ProfileWWW.OAKLAND-ROTARY.ORG
1736 Franklin Street94612
Siviq Scores

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

Liabilities / Assets

38th percentile

0.05x

Higher debt load relative to assets than 38% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

56th percentile

3.9%

Faster asset growth than 56% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$3,074,830

Up $116,017 (+3.9%) from 2012

Net Assets

Up

$2,924,501

Up $102,565 (+3.6%) from 2012

Liabilities

Up

$150,329

Up $13,452 (+9.8%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$231,366

Down $97,753 (-30%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,790,611Liabilities 2010: $158,098Net Assets 2010: $2,632,5132010Assets 2011: $3,084,593Liabilities 2011: $114,374Net Assets 2011: $2,970,2192011Assets 2012: $2,958,813Liabilities 2012: $136,877Net Assets 2012: $2,821,9362012Assets 2013: $3,074,830Liabilities 2013: $150,329Net Assets 2013: $2,924,5012013Assets 2014: $3,369,472Liabilities 2014: $153,120Net Assets 2014: $3,216,3522014Assets 2015: $3,435,392Liabilities 2015: $197,754Net Assets 2015: $3,237,6382015Assets 2016: $3,296,002Liabilities 2016: $205,321Net Assets 2016: $3,090,6812016Assets 2017: $3,517,711Liabilities 2017: $188,149Net Assets 2017: $3,329,5622017Assets 2018: $3,741,443Liabilities 2018: $218,063Net Assets 2018: $3,523,3802018Assets 2019: $3,943,418Liabilities 2019: $465,967Net Assets 2019: $3,477,4512019Assets 2020: $3,922,998Liabilities 2020: $346,091Net Assets 2020: $3,576,9072020Assets 2021: $5,001,224Liabilities 2021: $337,533Net Assets 2021: $4,663,6912021Assets 2022: $4,290,793Liabilities 2022: $361,676Net Assets 2022: $3,929,1172022Assets 2023: $4,589,526Liabilities 2023: $318,121Net Assets 2023: $4,271,4052023Assets 2024: $5,156,145Liabilities 2024: $515,274Net Assets 2024: $4,640,8712024

Highlighted filing

2013

Assets$3,074,830
Liabilities$150,329
Net Assets$2,924,501
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $292,5512010Revenue 2011: $427,187Expenses 2011: $358,265Net Income 2011: $68,9222011Revenue 2012: $204,168Expenses 2012: $329,119Net Income 2012: -$124,9512012Expenses 2013: $231,3662013Revenue 2014: $293,824Expenses 2014: $243,374Net Income 2014: $50,4502014Revenue 2015: $848,121Expenses 2015: $293,685Net Income 2015: $554,4362015Revenue 2016: $252,735Expenses 2016: $304,281Net Income 2016: -$51,5462016Revenue 2017: $294,822Expenses 2017: $286,841Net Income 2017: $7,9812017Revenue 2018: $391,699Expenses 2018: $293,316Net Income 2018: $98,3832018Revenue 2019: $402,391Expenses 2019: $305,888Net Income 2019: $96,5032019Revenue 2020: $377,670Expenses 2020: $337,282Net Income 2020: $40,3882020Revenue 2021: $706,970Expenses 2021: $353,773Net Income 2021: $353,1972021Revenue 2022: $728,215Expenses 2022: $293,340Net Income 2022: $434,8752022Revenue 2023: $409,384Expenses 2023: $422,143Net Income 2023: -$12,7592023Revenue 2024: $493,639Expenses 2024: $495,307Net Income 2024: -$1,6682024

Highlighted filing

2013

Revenue-
Expenses$231,366
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 14, 2014
Return Version
2012v2.1
Gross Receipts
$504,219
Mission and Program Overview

Mission

Develop and promote better quality of life in the local and international community and help young men and women in obtaining academic and vocational education and employment.

Major Activities

Activity 2
Support for local, domestic and international projects promoting a better quality of life.
Filing and Contact Details

Filer

EIN
94-2434641
Raw XML AppendixShowing 400 of 537 raw XML fields

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IRS990ScheduleD/TotalRevenuePerForm9900213042
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0231366
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0333931
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents09433
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1049966
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal049966
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1049966
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents049966
IRS990ScheduleG/EventsInformation/NameOfEvent10ROCKWALL EVENT/AUCTION
IRS990ScheduleG/EventsInformation/NetIncomeSummary040533
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent109433
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents09433
IRS990ScheduleG/InPersonSolicitations0X
IRS990ScheduleG/LicensedStates0CA
IRS990ScheduleG/SpecialFundraisingEvents0X
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant031065
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients05
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0SCHOLARSHIP GRANT PAYABLE OVER 4 YEARS
IRS990ScheduleI/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0LINE 6 EXPLANATION - MEMBERSHIP IN THE OAKLAND ROTARY ENDOWMENT IS CONTINGENT UPON MEMBERSHIP IN THE ROTARY CLUB OF OAKLAND.
IRS990ScheduleO/GeneralExplanation/Explanation1LINE 11A EXPLANATION - A COMMITTEE CONSISTING OF BOARD MEMBERS REVIEWS THE FORM 990 AND PRESENTS IT FOR APPROVAL TO THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation2INDIVIDUALS AND BUSINESSES QUALIFIED TO PROVIDE GOODS AND SERVICES TO OAKLAND ROTARY OFTEN ARE OR BECOME MEMBERS, THEREFORE, THERE MAY BE TIMES WHEN A MEMBER MAY BE COMMERCIALLY ENGAGED BY ROTARY TO PROVIDE PROFESSIONAL SERVICES, OFFICE SUPPLIES AND EQUIPMENT, OR OTHER ITEMS. BECAUSE THESE SITUATIONS ALL INVOLVE CONFLICT OF INTEREST, THE FOLLOWING PROCEDURES APPLY: IF AN ISSUE IS TO BE DECIDED BY THE BOARD THAT INVOLVES POTENTIAL CONFLICT OF INTEREST FOR A BOARD MEMBER IT IS THE RESPONSIBILITY OF THE BOARD MEMBER TO: A. IDENTIFY THE POTENTIAL CONFLICT OF INTEREST. B. RECUSE HIMSELF/HERSELF FROM DISCUSSION OF THE PROGRAM OR MOTION BEING CONSIDERED. C. NOT VOTE ON THE ISSUE. IT IS THE RESPONSIBILITY OF THE BOARD TO: A. ONLY DECIDE TO HIRE OR CONTRACT WITH A BOARD MEMBER IF THEY ARE THE BEST QUALIFIED INDIVIDUALS AVAILABLE, AND WILL TO PROVIDE THE GOODS OR SERVICES NEEDED AT THE BEST PRICE. B. RECORD IN THE MINUTES OF THE BOARD MEETING THE POTENTIAL CONFLICT OF INTEREST, AND THE USE OF THE PROCEDURES AND CRITERIA OF THIS POLICY. ALTHOUGH IT IS NOT A CONFLICT OF INTEREST TO REIMBURSE BOARD MEMBERS FOR EXPENSES INCURRED, BOARD MEMBERS ARE PROHIBITED BY LAW FROM BEING PAID FOR SERVING ON THE BOARD.
IRS990ScheduleO/GeneralExplanation/Explanation3RECORDS OF THE ORGANIZATION ARE AVAILABLE FOR INSPECTION UPON REQUEST AT THE BUSINESS OFFICE DURING NORMAL BUSINESS HOURS. FINANCIAL STATEMENTS CAN ALSO BE VIEWED ON THE GUIDESTAR.COM WEBSITE.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,074,830
Liabilities
$150,329
Net assets
$2,924,501
Revenue
-
Expenses
$231,366
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.16$0.52$4.64$0.49$0.50$0.00
2023Detailed filing. Detailed filing data is available for this year.$4.59$0.32$4.27$0.41$0.42$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.29$0.36$3.93$0.73$0.29$0.43
2021Detailed filing. Detailed filing data is available for this year.$5.00$0.34$4.66$0.71$0.35$0.35
2020Detailed filing. Detailed filing data is available for this year.$3.92$0.35$3.58$0.38$0.34$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.94$0.47$3.48$0.40$0.31$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.74$0.22$3.52$0.39$0.29$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.52$0.19$3.33$0.29$0.29$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.30$0.21$3.09$0.25$0.30$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.44$0.20$3.24$0.85$0.29$0.55
2014Detailed filing. Detailed filing data is available for this year.$3.37$0.15$3.22$0.29$0.24$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.15$2.92$0.23
2012Summary only. Only limited summary data is available for this year.$2.96$0.14$2.82$0.20$0.33$0.12
2011Summary only. Only limited summary data is available for this year.$3.08$0.11$2.97$0.43$0.36$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.16$2.63$0.29