Civic Intelligence

San Rafael Rotary Manor

EIN 94-2656000 • 501(c)3 • San Rafael, CA

Profile

To provide elderly persons of modest means with housing facilities and services specially designed to meet their physical, social and psychological needs and to promote their health, security, happiness, and usefulness, the charges for such facilities and services to be predicated upon the provision, maintenance and operation thereof on a nonprofit basis.

22 Pelican WaySan Rafael, CA 94901

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

66th percentile

0.28x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.99x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

60th percentile

9.1%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

33rd percentile

-0.9%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

21%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$5,421,014

Down $47,754 (-0.9%) from 2023

Liabilities

Down

$1,520,283

Down $186,833 (-11%) from 2023

Net Assets

Up

$3,900,731

Up $139,079 (+3.7%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin60th percentile

Revenue

Up

$1,528,699

Up $266,275 (+21%) from 2023

Expenses

Up

$1,389,620

Up $185,821 (+15%) from 2023

Net Income

Up

$139,079

Up $80,454 (+137%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,517,072Liabilities 2011: $3,976,367Net Assets 2011: $2,540,7052011Assets 2012: $6,466,540Liabilities 2012: $3,874,229Net Assets 2012: $2,592,3112012Assets 2013: $6,439,590Liabilities 2013: $3,744,952Net Assets 2013: $2,694,6382013Assets 2014: $6,470,805Liabilities 2014: $3,598,753Net Assets 2014: $2,872,0522014Assets 2015: $6,456,643Liabilities 2015: $3,425,227Net Assets 2015: $3,031,4162015Assets 2016: $6,402,795Liabilities 2016: $3,240,776Net Assets 2016: $3,162,0192016Assets 2017: $6,285,702Liabilities 2017: $3,034,420Net Assets 2017: $3,251,2822017Assets 2018: $6,174,786Liabilities 2018: $2,828,761Net Assets 2018: $3,346,0252018Assets 2019: $6,068,834Liabilities 2019: $2,615,087Net Assets 2019: $3,453,7472019Assets 2020: $5,895,219Liabilities 2020: $2,387,998Net Assets 2020: $3,507,2212020Assets 2021: $5,750,814Liabilities 2021: $2,175,948Net Assets 2021: $3,574,8662021Assets 2022: $5,658,203Liabilities 2022: $1,955,176Net Assets 2022: $3,703,0272022Assets 2023: $5,468,768Liabilities 2023: $1,707,116Net Assets 2023: $3,761,6522023Assets 2024: $5,421,014Liabilities 2024: $1,520,283Net Assets 2024: $3,900,7312024

Highlighted filing

2024

Assets$5,421,014
Liabilities$1,520,283
Net Assets$3,900,731
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0Revenue 2011: $1,073,917Expenses 2011: $1,024,941Net Income 2011: $48,9762011Expenses 2012: $1,006,6292012Revenue 2013: $1,074,070Expenses 2013: $971,743Net Income 2013: $102,3272013Revenue 2014: $1,070,774Expenses 2014: $893,360Net Income 2014: $177,4142014Revenue 2015: $1,060,809Expenses 2015: $901,445Net Income 2015: $159,3642015Revenue 2016: $1,094,370Expenses 2016: $963,767Net Income 2016: $130,6032016Revenue 2017: $1,106,438Expenses 2017: $1,017,175Net Income 2017: $89,2632017Revenue 2018: $1,111,540Expenses 2018: $1,016,797Net Income 2018: $94,7432018Revenue 2019: $1,138,552Expenses 2019: $1,030,830Net Income 2019: $107,7222019Revenue 2020: $1,168,354Expenses 2020: $1,114,880Net Income 2020: $53,4742020Revenue 2021: $1,191,640Expenses 2021: $1,123,995Net Income 2021: $67,6452021Revenue 2022: $1,197,239Expenses 2022: $1,069,078Net Income 2022: $128,1612022Revenue 2023: $1,262,424Expenses 2023: $1,203,799Net Income 2023: $58,6252023Revenue 2024: $1,528,699Expenses 2024: $1,389,620Net Income 2024: $139,0792024

Highlighted filing

2024

Revenue$1,528,699
Expenses$1,389,620
Net Income$139,079
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,421,014
Liabilities
$1,520,283
Net assets
$3,900,731
Revenue
$1,528,699
Expenses
$1,389,620
Net income
$139,079
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.42$1.52$3.90$1.53$1.39$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.47$1.71$3.76$1.26$1.20$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.66$1.96$3.70$1.20$1.07$0.13
2021Detailed filing. Detailed filing data is available for this year.$5.75$2.18$3.57$1.19$1.12$0.07
2020Detailed filing. Detailed filing data is available for this year.$5.90$2.39$3.51$1.17$1.11$0.05
2019Detailed filing. Detailed filing data is available for this year.$6.07$2.62$3.45$1.14$1.03$0.11
2018Detailed filing. Detailed filing data is available for this year.$6.17$2.83$3.35$1.11$1.02$0.09
2017Detailed filing. Detailed filing data is available for this year.$6.29$3.03$3.25$1.11$1.02$0.09
2016Detailed filing. Detailed filing data is available for this year.$6.40$3.24$3.16$1.09$0.96$0.13
2015Detailed filing. Detailed filing data is available for this year.$6.46$3.43$3.03$1.06$0.90$0.16
2014Detailed filing. Detailed filing data is available for this year.$6.47$3.60$2.87$1.07$0.89$0.18
2013Summary only. Only limited summary data is available for this year.$6.44$3.74$2.69$1.07$0.97$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.47$3.87$2.59$1.01
2011Summary only. Only limited summary data is available for this year.$6.52$3.98$2.54$1.07$1.02$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Apr 23, 2025
Return Version
2023v6.0
Gross Receipts
$1,528,699
Mission and Program Overview

Mission

To provide affordable low income housing for elderly persons

To provide elderly persons of modest means with housing facilities and services specially designed to meet their physical, social and psychological needs and to promote their health, security, happiness, and usefulness, the charges for such facilities and services to be predicated upon the provision, maintenance and operation thereof on a nonprofit basis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,633,638$4,679,504▲ $45,866
Savings and Temporary Cash Investments$401,858$646,816▲ $244,958
Investments in Publicly Traded Securities$243,365$0▼ $243,365
Cash and Non-Interest-Bearing Accounts$129,908$49,535▼ $80,373
Prepaid Expenses and Deferred Charges$13,138$7,430▼ $5,708
Accounts Receivable$14,184$5,052▼ $9,132
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$5,468,768$5,421,014▼ $47,754
Other Assets Total$32,677$32,677→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,564,650$1,362,315▼ $202,335
Other Liabilities$77,961$85,234▲ $7,273
Accounts Payable and Accrued Expenses$61,778$64,224▲ $2,446
Deferred Revenue$2,727$8,510▲ $5,783
Total Liabilities$1,707,116$1,520,283▼ $186,833
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,761,652$3,900,731▲ $139,079
Total Net Assets Fund Balance$3,761,652$3,900,731▲ $139,079
Total Liabilities and Net Assets / Fund Balance$5,468,768$5,421,014▼ $47,754

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,932,982$4,261,573$7,194,555
Land$1,422,889-$1,422,889
Other Land Buildings$323,633$464,727$788,360
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Robert MarcucciPresident
Diane HendersonVice President
Brian PowellDirector
Joe MccullumDirector
John FeldmannDirector
Tom MulveyDirector
Doug MurrySecretary
Carolyn HoffmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$370,710
Program Service Revenue
$1,135,967
Investment Income
$14,506
Other Revenue
$7,516
All Other Contributions
$2,100
Change in Net Assets
$139,079
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,051,473
Salaries, Compensation, and Employee Benefits$338,147
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$468,654--$468,654
Depreciation Depletion$292,073--$292,073
Other Salaries and Wages$262,380--$262,380
Fees for Services Management-$82,635-$82,635
Office Expenses$72,205--$72,205
Other Employee Benefits$55,708--$55,708
Fees for Services Legal$22,517--$22,517
Payroll Taxes$20,059--$20,059
Fees for Services Accounting-$17,108-$17,108
Fees for Services Other$17,032--$17,032
All Other Expenses$13,724--$13,724
Conferences and Meetings-$8,330-$8,330
Information Technology$6,161--$6,161
Other Expenses$6,087--$6,087
Advertising$1,025--$1,025
Total Functional Expenses$1,281,547$108,073$0$1,389,620
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$85,234
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The project is managed by eah inc. (eah), an unrelated nonprofit public benefit corporation. Eah is responsible for the day to day operations of the low income housing project, including maintenance of accounting records, rent collection, facility maintenance, etc.”

Form 990, Part VI, Section A, Line 6

“The members of the corporation shall consist of the persons serving as members of the board of directors. Membership shall at all times be limited to individuals who are members of the rotary club of san rafael.”

Form 990, Part VI, Section A, Line 8B

“There are no subcommittees of the board of directors.”

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

“The management agent reviews the form 990 prior to presentation to the board for signature.”

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

“Board members are required to disclose all conflicts of interest immediately as they occur. The board then evaluates the conflict and determines appropriate action.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
San Rafael Rotary Manor
EIN
94-2656000
Phone
4152581800
Address
22 Pelican Way, San Rafael, CA 94901

Signing Officer

Name
Robert Marcucci
Title
President
Signed
2025-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Marcucci
Formed
1979
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
SND Partners LLP
Address
3470 Mt Diablo Blvd Suite A300, Lafayette, CA 94549
Preparer
Brieanne E Fairley
Phone
9253762195
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The corporation has been granted tax-exempt status by the internal revenue service under code section 501(c)(3) and by the california franchise tax board under code section 23701(d). The corporation believes that it does not have any uncertain tax positions that are material to the financial statements. The federal and state information returns for the years ending september 30, 2023, 2022, 2021, and 2020 are subject to examination by regulatory agencies, generally for three years and four years after they were filed for the federal and state returns, respectively.”

Raw XML AppendixShowing 400 of 479 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/MissionDesc0TO PROVIDE ELDERLY PERSONS OF MODEST MEANS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS, THE CHARGES FOR SUCH FACILITIES AND SERVICES TO BE PREDICATED UPON THE PROVISION, MAINTENANCE AND OPERATION THEREOF ON A NONPROFIT BASIS.
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt055708
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IRS990/OtherExpensesGrp/Desc1TENANT SERVICE EXPENSES
IRS990/OtherExpensesGrp/Desc2TENANT RELOCATION EXPENSE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS ADMIN EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt019799
IRS990/OtherExpensesGrp/ProgramServicesAmt112186
IRS990/OtherExpensesGrp/ProgramServicesAmt211937
IRS990/OtherExpensesGrp/ProgramServicesAmt36087
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07430
IRS990/PrincipalOfficerNm0ROBERT MARCUCCI
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IRS990/ProgramServiceRevenueGrp/Desc1TENANT CHARGES
IRS990/ProgramServiceRevenueGrp/Desc2TENANT RENTS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12696
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IRS990/RentalIncomeOrLossGrp/RealAmt07516
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0646816
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0128428
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0753
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06348356
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER CODE SECTION 501(C)(3) AND BY THE CALIFORNIA FRANCHISE TAX BOARD UNDER CODE SECTION 23701(D). THE CORPORATION BELIEVES THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FEDERAL AND STATE INFORMATION RETURNS FOR THE YEARS ENDING SEPTEMBER 30, 2023, 2022, 2021, AND 2020 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR THE FEDERAL AND STATE RETURNS, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalLiabilityAmt085234
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PROJECT IS MANAGED BY EAH INC. (EAH), AN UNRELATED NONPROFIT PUBLIC BENEFIT CORPORATION. EAH IS RESPONSIBLE FOR THE DAY TO DAY OPERATIONS OF THE LOW INCOME HOUSING PROJECT, INCLUDING MAINTENANCE OF ACCOUNTING RECORDS, RENT COLLECTION, FACILITY MAINTENANCE, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE CORPORATION SHALL CONSIST OF THE PERSONS SERVING AS MEMBERS OF THE BOARD OF DIRECTORS. MEMBERSHIP SHALL AT ALL TIMES BE LIMITED TO INDIVIDUALS WHO ARE MEMBERS OF THE ROTARY CLUB OF SAN RAFAEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO SUBCOMMITTEES OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MANAGEMENT AGENT REVIEWS THE FORM 990 PRIOR TO PRESENTATION TO THE BOARD FOR SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS ARE REQUIRED TO DISCLOSE ALL CONFLICTS OF INTEREST IMMEDIATELY AS THEY OCCUR. THE BOARD THEN EVALUATES THE CONFLICT AND DETERMINES APPROPRIATE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6

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