Civic Intelligence

Oakland Rotary Endowment

990 • Fiscal year 2019 • EIN 94-2434641

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 04, 2020

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

56th percentile

0.12x

Higher debt load relative to assets than 56% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

1.16x

Higher debt load relative to revenue than 87% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

57th percentile

5.4%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

2.7%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$3,943,418

Up $201,975 (+5.4%) from 2018

Net Assets

Down

$3,477,451

Down $45,929 (-1.3%) from 2018

Liabilities

Up

$465,967

Up $247,904 (+114%) from 2018

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin80th percentile

Revenue

Up

$402,391

Up $10,692 (+2.7%) from 2018

Expenses

Up

$305,888

Up $12,572 (+4.3%) from 2018

Net Income

Down

$96,503

Down $1,880 (-1.9%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2019

Assets$3,943,418
Liabilities$465,967
Net Assets$3,477,451
Open 2019 Filing

Operations Trend

Revenue Growth47th 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

2019

Revenue$402,391
Expenses$305,888
Net Income$96,503
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 4, 2020
Return Version
2018v3.1
Gross Receipts
$493,140
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$3,306,267$3,509,605▲ $203,338
Cash and Non-Interest-Bearing Accounts$384,392$384,861▲ $469
Accounts Receivable$50,784$48,952▼ $1,832
Total Assets$3,741,443$3,943,418▲ $201,975
Liabilities
Other Liabilities$215,034$459,539▲ $244,505
Accounts Payable and Accrued Expenses$3,029$6,428▲ $3,399
Total Liabilities$218,063$465,967▲ $247,904
Net Assets / Fund Balance
Unrestricted Net Assets$3,272,305$3,224,467▼ $47,838
Temporarily Rstr Net Assets$151,075$152,984▲ $1,909
Permanently Rstr Net Assets$100,000$100,000→ $0
Total Net Assets Fund Balance$3,523,380$3,477,451▼ $45,929
Total Liabilities and Net Assets / Fund Balance$3,741,443$3,943,418▲ $201,975

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,145,147$85,118--$2,230,265
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
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Mary GeongPresident
Betsy BiernVice President
David KittnerTrustee
Debra BarnesTrustee
Eugene ZahasTrustee
Gudrun DybdalTrustee
Jim BoesseneckerTrustee
Jim CaponigroTrustee
Keith GironTrustee
Mike MoweryTrustee
Peter SherrisTrustee
Riza HernandezTrustee
Sean MarxTrustee
Kirsten MeltonSecretary
Scott BowhayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$189,515
Program Service Revenue
$0
Investment Income
$159,748
Other Revenue
$53,128
All Other Contributions
$189,515
Change in Net Assets
$96,503

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 Table39$33,844Fair Value
Total Noncash Contributions39$33,844-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$207,636
Other Expenses$98,252
Total Fundraising Expense$23,172
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$187,386--$187,386
Fees for Services Management$21,000$20,000$20,000$61,000
Grants to Domestic Individuals$20,250--$20,250
Other Expenses$800$1,839$3,068$1,839
All Other Expenses--$104$104
Total Functional Expenses$253,195$29,521$23,172$305,888
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oakland Unified School DistrictOakland, CA501(c)(3)To Provide School Supplies for Transitional Kidergarteners.-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$130,463
Fundraising Direct Expenses$77,335
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Main Event$130,463$130,463$40,602$89,861
Total Events$130,463$130,463$77,335$53,128
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to City of Oakland/peralta Community College$186,021
Scholarship Commitment$185,810
Commitments Payable$70,194
Due to Oakland Rotary Club$17,514
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Mary Geong
Title
President
Phone
5104512120
Signed
2020-06-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Geong
Formed
1977
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
150

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Distribution to city of oakland/peralta community college -186,021.”

Raw XML AppendixShowing 400 of 559 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/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/NetAssetsOrFundBalancesBOYAmt03523380
IRS990/NetAssetsOrFundBalancesEOYAmt03477451
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-304
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-304
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt053128
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt053128
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt056699
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt033844
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-186021
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1EDUCATION SUPPORT
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt03068
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07682
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11839
IRS990/OtherExpensesGrp/ProgramServicesAmt013759
IRS990/OtherExpensesGrp/ProgramServicesAmt110000
IRS990/OtherExpensesGrp/ProgramServicesAmt2800
IRS990/OtherExpensesGrp/TotalAmt016827
IRS990/OtherExpensesGrp/TotalAmt110000
IRS990/OtherExpensesGrp/TotalAmt28482
IRS990/OtherExpensesGrp/TotalAmt31839
IRS990/OtherLiabilitiesGrp/BOYAmt0215034
IRS990/OtherLiabilitiesGrp/EOYAmt0459539
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0100000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0100000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARY GEONG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT FOR LOCAL, DOMESTIC, AND INTERNATIONAL PROJECTS PROMOTING A BETTER QUALITY OF LIFE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0202695
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0157136
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0217268
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0172177
IRS990/PYInvestmentIncomeAmt0123385
IRS990/PYOtherExpensesAmt0121139
IRS990/PYOtherRevenueAmt051046
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt098383
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0293316
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0391699
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt096503
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0189515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0217268
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0205508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0135070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0134842
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0882203
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0160052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0108290
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt087461
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt099315
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0117261
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0572379
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0160052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0108290
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt087461
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt099315
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0117261
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0572379
IRS990ScheduleA/InvestmentIncomeCYPct00.33960
IRS990ScheduleA/InvestmentIncomePYPct00.31990
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt053128
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt051046
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt035485
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt015968
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt075337
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0230964
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.52340
IRS990ScheduleA/PublicSupportPY509Pct00.53920
IRS990ScheduleA/PublicSupportTotal509Amt0882203
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0189515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0217268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0205508
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0135070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0134842
IRS990ScheduleA/Total509Grp/TotalAmt0882203
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0402695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0376604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0328454
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0250353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0327440
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01685546
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02145147
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt085118
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02230265
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02084175
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt060972
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02145147
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02029856
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt054319
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02084175
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02017490
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt012366
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02029856
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01974172
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt043318
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02017490
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0185810
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt170194
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt217514
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3186021
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIP COMMITMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1COMMITMENTS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO OAKLAND ROTARY CLUB
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO CITY OF OAKLAND/PERALTA COMMUNITY COLLEGE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0459539
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt077335
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02350
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02350
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MAIN EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt016865
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt016865
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0130463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0130463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0130463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0130463
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt053128
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040602
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt040602
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt017518
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt017518
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP GRANT PAYABLE OVER 4 YEARS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt015
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt027403
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SCHOOL SUPPLIES FOR TRANSITIONAL KIDERGARTENERS.

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,943,418
Liabilities
$465,967
Net assets
$3,477,451
Revenue
$402,391
Expenses
$305,888
Net income
$96,503
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