Civic Intelligence

Concord-Diablo Rotary Club

EIN 94-2676021 • 501(c)4 • Concord, CA

Profile

Service to the community and world

1333 Willow Pass RdConcord, CA 94520

cdrotary.org

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

49th percentile

-1.2%

Faster asset growth than 49% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

29th percentile

-17%

Faster revenue growth than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$28,815

Down $363 (-1.2%) from 2021

Liabilities

Down

$115

Down $958 (-89%) from 2021

Net Assets

Up

$28,700

Up $595 (+2.1%) from 2021

Operations
Liabilities / Revenue69th percentileNet Margin66th percentile

Revenue

Down

$5,477

Down $1,127 (-17%) from 2021

Expenses

Up

$4,882

Up $1,295 (+36%) from 2021

Net Income

Down

$595

Down $2,422 (-80%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$40K$30K$20K$10K$0Assets 2011: $5,965Liabilities 2011: $2,2842011Assets 2012: $9,064Liabilities 2012: $1,8812012Assets 2013: $11,590Liabilities 2013: $617Net Assets 2013: $10,9732013Assets 2014: $17,560Liabilities 2014: $2,947Net Assets 2014: $14,6132014Assets 2015: $20,475Liabilities 2015: $2,061Net Assets 2015: $18,4142015Assets 2016: $25,280Liabilities 2016: $3,625Net Assets 2016: $21,6552016Assets 2017: $27,395Liabilities 2017: $5,808Net Assets 2017: $21,5872017Assets 2018: $35,877Liabilities 2018: $11,184Net Assets 2018: $24,6932018Assets 2019: $29,757Liabilities 2019: $8,886Net Assets 2019: $20,8712019Assets 2020: $25,403Liabilities 2020: $315Net Assets 2020: $25,0882020Assets 2021: $29,178Liabilities 2021: $1,073Net Assets 2021: $28,1052021Assets 2022: $28,815Liabilities 2022: $115Net Assets 2022: $28,7002022

Highlighted filing

2022

Assets$28,815
Liabilities$115
Net Assets$28,700
Open 2022 Filing

Operations Trend

Revenue Growth29th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $24,283Expenses 2011: $18,821Net Income 2011: $5,4622011Revenue 2012: $27,822Expenses 2012: $24,320Net Income 2012: $3,5022012Revenue 2013: $24,860Expenses 2013: $21,070Net Income 2013: $3,7902013Revenue 2014: $24,832Expenses 2014: $21,192Net Income 2014: $3,6402014Revenue 2015: $25,615Expenses 2015: $21,814Net Income 2015: $3,8012015Revenue 2016: $22,853Expenses 2016: $19,612Net Income 2016: $3,2412016Revenue 2017: $22,017Expenses 2017: $22,085Net Income 2017: -$682017Revenue 2018: $23,361Expenses 2018: $20,255Net Income 2018: $3,1062018Revenue 2019: $15,003Expenses 2019: $18,825Net Income 2019: -$3,8222019Revenue 2020: $20,593Expenses 2020: $16,376Net Income 2020: $4,2172020Revenue 2021: $6,604Expenses 2021: $3,587Net Income 2021: $3,0172021Revenue 2022: $5,477Expenses 2022: $4,882Net Income 2022: $5952022

Highlighted filing

2022

Revenue$5,477
Expenses$4,882
Net Income$595
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,815
Liabilities
$115
Net assets
$28,700
Revenue
$5,477
Expenses
$4,882
Net income
$595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$28.8$0.12$28.7$5.48$4.88$0.60
2021Detailed filing. Detailed filing data is available for this year.$29.2$1.07$28.1$6.60$3.59$3.02
2020Detailed filing. Detailed filing data is available for this year.$25.4$0.32$25.1$20.6$16.4$4.22
2019Detailed filing. Detailed filing data is available for this year.$29.8$8.89$20.9$15.0$18.8$3.82
2018Detailed filing. Detailed filing data is available for this year.$35.9$11.2$24.7$23.4$20.3$3.11
2017Detailed filing. Detailed filing data is available for this year.$27.4$5.81$21.6$22.0$22.1$0.07
2016Detailed filing. Detailed filing data is available for this year.$25.3$3.63$21.7$22.9$19.6$3.24
2015Detailed filing. Detailed filing data is available for this year.$20.5$2.06$18.4$25.6$21.8$3.80
2014Detailed filing. Detailed filing data is available for this year.$17.6$2.95$14.6$24.8$21.2$3.64
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$0.62$11.0$24.9$21.1$3.79
2012Summary only. Only limited summary data is available for this year.$9.06$1.88$27.8$24.3$3.50
2011Summary only. Only limited summary data is available for this year.$5.97$2.28$24.3$18.8$5.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 11, 2023
Return Version
2021v4.1
Gross Receipts
$5,477
Mission and Program Overview

Mission

Service to the community and world

Program Services

DescriptionGrantsExpenses
ASSIST YOUTH AND FOSTER EDUCATION IN UNDERPRIVILEGEDCOMMUNITY AREA IN OUR CITY$0$0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA RAMIREZPresident-$0--
BERI B KASPERTreasurer-$0--
NANCY GLENFIELDSecretary-$0--
ROCKY GERNHARDTPast President-$0--
ROCKY GERNHARDTPresident Elect-$0--
LEE KOELLERMEIERDirector-$0--
TIM MEEKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Concord-diablo Rotary Club
EIN
94-2676021
Phone
9258251040
Address
1333 WILLOW PASS RD, CONCORD, CA 94520

Signing Officer

Name
Nancy Glenfield
Title
Secretary
Phone
9258251040
Signed
2023-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Kasper Accountancy Corporation
Address
1333 WILLOW PASS ROAD SUITE 213, CONCORD, CA 94520
Preparer
Beri B Smith-Kasper
Phone
9258251040
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Meeting expense 1003.”

Form 990EZ, Part I, Line 16

“District Dues 832.”

Form 990EZ, Part I, Line 16

“International Dues 1451.”

Form 990EZ, Part I, Line 16

“Supplies 127.”

Form 990EZ, Part I, Line 16

“Chamber dues 245.”

Form 990EZ, Part I, Line 16

“Training 800.”

Form 990EZ, Part I, Line 16

“Filing Fees 25.”

Form 990EZ, Part I, Line 16

“Other 79.”

Form 990EZ, Part I, Line 16

“Member events 320.”

Form 990EZ, Part II, Line 26

“Due to Charitable Fund 758. 0.”

Form 990EZ, Part II, Line 26

“Other 315. 115.”

Raw XML Appendix160 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029178
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02824
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICIA RAMIREZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROCKY GERNHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROCKY GERNHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LEE KOELLERMEIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TIM MEEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04882
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE TO THE COMMUNITY AND WORLD
IRS990EZ/ProgramServiceRevenueAmt0352
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSIST YOUTH AND FOSTER EDUCATION IN UNDERPRIVILEGEDCOMMUNITY AREA IN OUR CITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01073
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04882
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt05477
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CDROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meeting expense 1003.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1District Dues 832.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2International Dues 1451.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 127.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Chamber dues 245.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Training 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Filing Fees 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other 79.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Member events 320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Due to Charitable Fund 758. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Other 315. 115.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/PhoneNum09258251040
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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