Civic Intelligence

Oakland Rotary Endowment

990 • Fiscal year 2020 • EIN 94-2434641

Jul 01, 2019 to Jun 30, 2020 • Filed on May 10, 2021

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

48th percentile

0.09x

Higher debt load relative to assets than 48% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

84th percentile

0.92x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

30th percentile

-0.5%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-6.1%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$3,922,998

Down $20,420 (-0.5%) from 2019

Net Assets

Up

$3,576,907

Up $99,456 (+2.9%) from 2019

Liabilities

Down

$346,091

Down $119,876 (-26%) from 2019

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin60th percentile

Revenue

Down

$377,670

Down $24,721 (-6.1%) from 2019

Expenses

Up

$337,282

Up $31,394 (+10%) from 2019

Net Income

Down

$40,388

Down $56,115 (-58%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2020

Assets$3,922,998
Liabilities$346,091
Net Assets$3,576,907
Open 2020 Filing

Operations Trend

Revenue Growth38th 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

2020

Revenue$377,670
Expenses$337,282
Net Income$40,388
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.2
Gross Receipts
$799,308
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$3,509,605$3,710,795▲ $201,190
Cash and Non-Interest-Bearing Accounts$384,861$153,801▼ $231,060
Accounts Receivable$48,952$58,402▲ $9,450
Total Assets$3,943,418$3,922,998▼ $20,420
Liabilities
Other Liabilities$459,539$344,561▼ $114,978
Accounts Payable and Accrued Expenses$6,428$1,530▼ $4,898
Total Liabilities$465,967$346,091▼ $119,876
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,224,467$3,331,599▲ $107,132
Net Assets With Donor Restrictions$252,984$245,308▼ $7,676
Total Net Assets Fund Balance$3,477,451$3,576,907▲ $99,456
Total Liabilities and Net Assets / Fund Balance$3,943,418$3,922,998▼ $20,420

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,230,265$64,909--$2,295,174
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
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Jim CaponigroPresident
Mike MoweryVice President
Ahmad AndersonTrustee
Ces ButnerTrustee
David KittnerTrustee
Gudrun DybdalTrustee
Jim BoesseneckerTrustee
Julayne VirgilTrustee
Keith GironTrustee
Lorna Padia MarkusTrustee
Mary GeongTrustee
Peter SherrisTrustee
Riza HernandezTrustee
Kirsten MeltonSecretary
Scott BowhayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$187,737
Program Service Revenue
$0
Investment Income
$142,122
Other Revenue
$47,811
All Other Contributions
$144,897
Change in Net Assets
$40,388
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$203,321
Other Expenses$133,961
Total Fundraising Expense$29,117
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$113,321--$113,321
Grants to Domestic Individuals$90,000--$90,000
Fees for Services Management$17,000$20,000$20,000$57,000
Other Expenses$66,092$164$8,217$164
Total Functional Expenses$286,413$21,752$29,117$337,282
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oakland Unified School DistrictOakland, CA501(c)(3)To Provide School Supplies for Transitional Kidergarteners.$39,000
Oakland ZooOakland, CA501(c)(3)To Provide Covid Relief$15,000
Alameda County Community Food BankOakland, CA501(c)(3)To Provide Covid Relief$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$85,512
Fundraising Direct Expenses$37,701
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Main Event$128,352$85,512$25,416$60,096
Total Events$128,352$85,512$37,701$47,811
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$231,602
Commitments Payable$111,980
Due to Oakland Rotary Club$979
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 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
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
Jim Caponigro
Title
President
Phone
5104512120
Signed
2021-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Caponigro
Formed
1977
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
120

Preparer

Firm
Timpson Garcia Llp
Address
70 WASHINGTON STREET SUITE 300, OAKLAND, CA 94607-3705
Preparer
William E Moy
Phone
5108322325
Raw XML AppendixShowing 400 of 555 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/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06428
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01530
IRS990/AccountsReceivableGrp/BOYAmt048952
IRS990/AccountsReceivableGrp/EOYAmt058402
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
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/AllOtherContributionsAmt0144897
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0384861
IRS990/CashNonInterestBearingGrp/EOYAmt0153801
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt042840
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0187737
IRS990/CYGrantsAndSimilarPaidAmt0203321
IRS990/CYInvestmentIncomeAmt0142122
IRS990/CYOtherExpensesAmt0133961
IRS990/CYOtherRevenueAmt047811
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt040388
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0337282
IRS990/CYTotalFundraisingExpenseAmt029117
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0377670
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
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/DonorRestrictionNetAssetsGrp/BOYAmt0252984
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0245308
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0100509
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/FundraisingAmt020000
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt020000
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt017000
IRS990/FeesForServicesManagementGrp/TotalAmt057000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
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/OfficerInd3X
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/PersonNm0KIRSTEN MELTON
IRS990/Form990PartVIISectionAGrp/PersonNm1JIM BOESSENECKER
IRS990/Form990PartVIISectionAGrp/PersonNm2SCOTT BOWHAY
IRS990/Form990PartVIISectionAGrp/PersonNm3MARY GEONG
IRS990/Form990PartVIISectionAGrp/PersonNm4GUDRUN DYBDAL
IRS990/Form990PartVIISectionAGrp/PersonNm5MIKE MOWERY
IRS990/Form990PartVIISectionAGrp/PersonNm6CES BUTNER
IRS990/Form990PartVIISectionAGrp/PersonNm7LORNA PADIA MARKUS
IRS990/Form990PartVIISectionAGrp/PersonNm8JIM CAPONIGRO
IRS990/Form990PartVIISectionAGrp/PersonNm9KEITH GIRON
IRS990/Form990PartVIISectionAGrp/PersonNm10AHMAD ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm11RIZA HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm12JULAYNE VIRGIL
IRS990/Form990PartVIISectionAGrp/PersonNm13PETER SHERRIS
IRS990/Form990PartVIISectionAGrp/PersonNm14DAVID KITTNER
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
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt042840
IRS990/FundraisingDirectExpensesAmt037701
IRS990/FundraisingGrossIncomeAmt085512
IRS990/GainOrLossGrp/SecuritiesAmt020941
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt090000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt090000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt090000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0113321
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0113321
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0404878
IRS990/GrossReceiptsAmt0799308
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentExpenseAmt0-13491
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0121181
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0121181
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03509605
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03710795
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0383937
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/NetAssetsOrFundBalancesBOYAmt03477451
IRS990/NetAssetsOrFundBalancesEOYAmt03576907
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt020941
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt020941
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt047811
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt047811
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt072559
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03224467
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03331599
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt018990
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1BAD DEBTS
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0900
IRS990/OtherExpensesGrp/FundraisingAmt18217
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01588
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1164
IRS990/OtherExpensesGrp/ProgramServicesAmt066092
IRS990/OtherExpensesGrp/TotalAmt066992
IRS990/OtherExpensesGrp/TotalAmt18217
IRS990/OtherExpensesGrp/TotalAmt21588
IRS990/OtherExpensesGrp/TotalAmt3164
IRS990/OtherLiabilitiesGrp/BOYAmt0459539
IRS990/OtherLiabilitiesGrp/EOYAmt0344561
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JIM CAPONIGRO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT FOR LOCAL, DOMESTIC, AND INTERNATIONAL PROJECTS PROMOTING A BETTER QUALITY OF LIFE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0185904
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0113321
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0189515
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0207636
IRS990/PYInvestmentIncomeAmt0159748
IRS990/PYOtherExpensesAmt098252
IRS990/PYOtherRevenueAmt053128
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt096503
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0305888
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0402391
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt040388
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0187737
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0189515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0217268
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0205508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0135070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0935098
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0121181
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0160052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0108290
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt087461
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt099315
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0576299
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt085512
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0130463
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0123703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0101798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt079485
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0520961
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0121181
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0160052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0108290
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt087461
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt099315
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0576299
IRS990ScheduleA/InvestmentIncomeCYPct00.28360
IRS990ScheduleA/InvestmentIncomePYPct00.28580
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.71640
IRS990ScheduleA/PublicSupportPY509Pct00.69520
IRS990ScheduleA/PublicSupportTotal509Amt01456059
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0273249
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0319978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0340971
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0307306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0214555
IRS990ScheduleA/Total509Grp/TotalAmt01456059
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0394430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0480030
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0449261
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0394767
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0313870
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02032358
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/BeginningYearBalanceAmt02230265
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt064909
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02295174
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02145147
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt085118
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02230265
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02084175
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt060972
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02145147
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02029856
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt054319
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02084175
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02017490
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt012366
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02029856
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0231602
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1111980
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2979
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIP COMMITMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1COMMITMENTS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO OAKLAND ROTARY CLUB
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0344561
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt042840
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt042840
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037701
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0727
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0727
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MAIN EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0128352
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0128352
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt085512
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt085512
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt047811
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025416
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025416
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011558
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011558
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt090000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP GRANTS - PAYABLE OVER 4 YEARS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/RecipientTable/CashGrantAmt039000
IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,922,998
Liabilities
$346,091
Net assets
$3,576,907
Revenue
$377,670
Expenses
$337,282
Net income
$40,388
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