Civic Intelligence

Oakland Rotary Endowment

990 • Fiscal year 2018 • EIN 94-2434641

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 06, 2019

Organization ProfileWWW.OAKLAND-ROTARY.ORG
1736 Franklin Street No 200Oakland, CA 94612

(510) 451-2120

Siviq Scores

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

Liabilities / Assets

44th percentile

0.06x

Higher debt load relative to assets than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

80th percentile

0.56x

Higher debt load relative to revenue than 80% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

66th percentile

6.4%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

33%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$3,741,443

Up $223,732 (+6.4%) from 2017

Net Assets

Up

$3,523,380

Up $193,818 (+5.8%) from 2017

Liabilities

Up

$218,063

Up $29,914 (+16%) from 2017

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin81st percentile

Revenue

Up

$391,699

Up $96,877 (+33%) from 2017

Expenses

Up

$293,316

Up $6,475 (+2.3%) from 2017

Net Income

Up

$98,383

Up $90,402 (+1133%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2018

Assets$3,741,443
Liabilities$218,063
Net Assets$3,523,380
Open 2018 Filing

Operations Trend

Revenue Growth82nd percentile

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

2018

Revenue$391,699
Expenses$293,316
Net Income$98,383
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 6, 2019
Return Version
2017v2.3
Gross Receipts
$607,452
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,079,028$3,306,267▲ $227,239
Cash and Non-Interest-Bearing Accounts$399,602$384,392▼ $15,210
Accounts Receivable$27,001$50,784▲ $23,783
Pledges and Grants Receivable$891$0▼ $891
Prepaid Expenses and Deferred Charges$200$0▼ $200
Total Assets$3,517,711$3,741,443▲ $223,732
Other Assets Total$10,989$0▼ $10,989
Liabilities
Other Liabilities$184,845$215,034▲ $30,189
Accounts Payable and Accrued Expenses$3,304$3,029▼ $275
Total Liabilities$188,149$218,063▲ $29,914
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,084,175$2,145,147▲ $60,972
Unrestricted Net Assets$747,027$895,950▲ $148,923
Temporarily Rstr Net Assets$498,360$482,283▼ $16,077
Total Net Assets Fund Balance$3,329,562$3,523,380▲ $193,818
Total Liabilities and Net Assets / Fund Balance$3,517,711$3,741,443▲ $223,732

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,084,175$60,972--$2,145,147
2016$2,029,856$54,319--$2,084,175
2015$2,017,490$12,366--$2,029,856
2014$1,974,172$43,318--$2,017,490
2013$1,864,834$109,338--$1,974,172
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Debra BarnesPresident
Betsy BiernVice President
Anne Marie GormanTrustee
Curtis BurrTrustee
Eugene ZahasTrustee
Gudrun DybdalTrustee
Henry ReynosoTrustee
Linda BoesseneckerTrustee
Lisa MalulTrustee
Mary GeongTrustee
Riza HernandezTrustee
Russell McclymontTrustee
Scott BowhayTrustee
Sean MarxTrustee
John HolmgrenSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$217,268
Program Service Revenue
$0
Investment Income
$123,385
Other Revenue
$51,046
All Other Contributions
$217,268
Change in Net Assets
$98,383

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table28$26,639Fair Value
Total Noncash Contributions28$26,639-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$172,177
Other Expenses$121,139
Total Fundraising Expense$20,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$142,154--$142,154
Fees for Services Management$19,000$20,000$20,000$59,000
Grants to Domestic Individuals$30,023--$30,023
Other Expenses$1,802$592-$1,802
All Other Expenses-$1,688-$1,688
Total Functional Expenses$251,036$22,280$20,000$293,316
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oakland Unified School DistrictOakland, CA501(c)(3)To Provide School Supplies for Transitional Kidergarteners.$36,566
CHILDREN'S FAIRYLANDOakland, CA501(c)(3)Field Trip for Transitional Kindergarteners.$5,060
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$123,703
Fundraising Direct Expenses$72,657
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Main Event$123,703$123,703$31,862$91,841
Total Events$123,703$123,703$72,657$51,046
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarship Commitment$169,560
Commitments Payable$43,624
Due to Oakland Rotary Club$1,850
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Membership in the oakland rotary endowment is contingent upon membership in the rotary club of oakland.”

Form 990, Part VI, Section B, Line 11B

“A committee consisting of board members reviews the form 990 prior to filing the return. A copy of the form 990 is subsequently provided to all board members prior to filing the return.”

Form 990, Part VI, Section B, Line 12C

“Individuals 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 provide the goods or service 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 the board.”

Form 990, Part VI, Section C, Line 19

“Records 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.”

Filing and Contact Details

Filer

Filer Name
Oakland Rotary Endowment
EIN
94-2434641
Phone
5104512120
Address
1736 FRANKLIN STREET NO 200, OAKLAND, CA 94612

Signing Officer

Name
Debra Barnes
Title
President
Phone
5104512120
Signed
2019-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Barnes
Formed
1977
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
90

Preparer

Firm
Timpson Garcia Llp
Address
70 WASHINGTON STREET SUITE 300, OAKLAND, CA 94607-3705
Preparer
William E Moy
Phone
5108322325
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization has no uncertain tax positions as of june 30, 2018.”

Raw XML AppendixShowing 400 of 558 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03304
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03029
IRS990/AccountsReceivableGrp/BOYAmt027001
IRS990/AccountsReceivableGrp/EOYAmt050784
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0DEVELOP 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.
IRS990/AllAffiliatesIncludedInd01
IRS990/AllOtherContributionsAmt0217268
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01688
IRS990/AllOtherExpensesGrp/TotalAmt01688
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PAT WILLIAMS
IRS990/BooksInCareOfDetail/PhoneNum05104512120
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01736 FRANKLIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094612
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0399602
IRS990/CashNonInterestBearingGrp/EOYAmt0384392
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0217268
IRS990/CYGrantsAndSimilarPaidAmt0172177
IRS990/CYInvestmentIncomeAmt0123385
IRS990/CYOtherExpensesAmt0121139
IRS990/CYOtherRevenueAmt051046
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt098383
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0293316
IRS990/CYTotalFundraisingExpenseAmt020000
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0391699
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE YOUNG MEN AND WOMEN WITH EDUCATIONAL MENTORING AND SCHOLARSHIPS FOR HIGHER POST SECONDARY EDUCATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt064000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/FundraisingAmt020000
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt020000
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt019000
IRS990/FeesForServicesManagementGrp/TotalAmt059000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN HOLMGREN
IRS990/Form990PartVIISectionAGrp/PersonNm1GUDRUN DYBDAL
IRS990/Form990PartVIISectionAGrp/PersonNm2SCOTT BOWHAY
IRS990/Form990PartVIISectionAGrp/PersonNm3MARY GEONG
IRS990/Form990PartVIISectionAGrp/PersonNm4LINDA BOESSENECKER
IRS990/Form990PartVIISectionAGrp/PersonNm5RIZA HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm6SEAN MARX
IRS990/Form990PartVIISectionAGrp/PersonNm7EUGENE ZAHAS
IRS990/Form990PartVIISectionAGrp/PersonNm8ANNE MARIE GORMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9LISA MALUL
IRS990/Form990PartVIISectionAGrp/PersonNm10DEBRA BARNES
IRS990/Form990PartVIISectionAGrp/PersonNm11CURTIS BURR
IRS990/Form990PartVIISectionAGrp/PersonNm12BETSY BIERN
IRS990/Form990PartVIISectionAGrp/PersonNm13HENRY REYNOSO
IRS990/Form990PartVIISectionAGrp/PersonNm14RUSSELL MCCLYMONT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt072657
IRS990/FundraisingGrossIncomeAmt0123703
IRS990/GainOrLossGrp/SecuritiesAmt015095
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt064000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt030023
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt030023
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0142154
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0142154
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0158191
IRS990/GrossReceiptsAmt0607452
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentExpenseAmt0-12922
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0108290
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0108290
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03079028
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03306267
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0143096
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DEVELOP 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03329562
IRS990/NetAssetsOrFundBalancesEOYAmt03523380
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt015095
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt015095
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt051046
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt051046
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0108357
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt026639
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010989
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1EDUCATION SUPPORT
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3BAD DEBTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0592
IRS990/OtherExpensesGrp/ProgramServicesAmt052820
IRS990/OtherExpensesGrp/ProgramServicesAmt13750
IRS990/OtherExpensesGrp/ProgramServicesAmt21487
IRS990/OtherExpensesGrp/ProgramServicesAmt31802
IRS990/OtherExpensesGrp/TotalAmt052820
IRS990/OtherExpensesGrp/TotalAmt13750
IRS990/OtherExpensesGrp/TotalAmt22079
IRS990/OtherExpensesGrp/TotalAmt31802
IRS990/OtherLiabilitiesGrp/BOYAmt0184845
IRS990/OtherLiabilitiesGrp/EOYAmt0215034
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02084175
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02145147
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0891
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0200
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DEBRA BARNES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT FOR LOCAL, DOMESTIC, AND INTERNATIONAL PROJECTS PROMOTING A BETTER QUALITY OF LIFE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0187036
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0108177
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0205508
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0146477
IRS990/PYInvestmentIncomeAmt053829
IRS990/PYOtherExpensesAmt0140364
IRS990/PYOtherRevenueAmt035485
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt07981
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0286841
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0294822
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt098383
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0217268
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0205508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0135070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0134842
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0149320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0842008
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0108290
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt087461
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt099315
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0117261
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt087215
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0499542
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0108290
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt087461
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt099315
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0117261
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt087215
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0499542
IRS990ScheduleA/InvestmentIncomeCYPct00.31990
IRS990ScheduleA/InvestmentIncomePYPct00.32480
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt051046
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt035485
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt015968
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt075337
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt042320
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0220156
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.53920
IRS990ScheduleA/PublicSupportPY509Pct00.52540
IRS990ScheduleA/PublicSupportTotal509Amt0842008
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0217268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0205508
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0135070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0134842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0149320
IRS990ScheduleA/Total509Grp/TotalAmt0842008
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0376604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0328454
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0250353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0327440
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0278855
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01561706
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02084175
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt060972
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02145147
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02029856
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt054319
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02084175
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02017490
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt012366
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02029856
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01974172
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt043318
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02017490
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01864834
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0109338
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01974172
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0169560
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt143624
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21850
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIP COMMITMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1COMMITMENTS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO OAKLAND ROTARY CLUB
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0215034
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt072657
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02300
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02300
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MAIN EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt018918
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt018918
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0123703
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0123703
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0123703
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0123703
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt051046
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031862
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031862
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt019577
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt019577
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt030023
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP GRANT PAYABLE OVER 4 YEARS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt024
IRS990ScheduleI/RecipientTable/CashGrantAmt05060
IRS990ScheduleI/RecipientTable/CashGrantAmt136566
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FIELD TRIP FOR TRANSITIONAL KINDERGARTENERS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO PROVIDE SCHOOL SUPPLIES FOR TRANSITIONAL KIDERGARTENERS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN'S FAIRYLAND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OAKLAND UNIFIED SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0943209054

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,741,443
Liabilities
$218,063
Net assets
$3,523,380
Revenue
$391,699
Expenses
$293,316
Net income
$98,383
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