Rotary Club of Mission San Rafael

990EZ • Fiscal year 2016 • EIN 94-2845821

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 08, 2016

Organization Profile WWW.MISSIONSANRAFAELROTARY.ORG

PO Box 150076San Rafael, CA 94915

(415) 499-4600

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

-3.9%

Higher net margin than 32% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

-21%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

-13%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$7,661

Down $1,983 (-21%) from 2015

Net Assets

Down

$7,661

Down $1,983 (-21%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin32nd percentile

Revenue

Down

$50,312

Down $7,743 (-13%) from 2015

Expenses

Down

$52,295

Down $9,335 (-15%) from 2015

Net Income

-$1,983

Up $1,592 (+45%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2016

Assets$7,661

Liabilities$0

Net Assets$7,661

Open 2016 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2016

Revenue$50,312

Expenses$52,295

Net Income-$1,983

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Aug 8, 2016
Return Version: 2015v2.1
Gross Receipts: $50,312

Mission and Program Overview

Mission

A service club whose mission is to address the needs and problems of those less privileged both locally and internationally.

Program Services

Description	Grants	Expenses
A PROFESSIONAL/SOCIAL CLUB THAT PROVIDES COMMUNITY SERVICE AND FELLOWSHIP.	$0	$0

Compensation and Service Providers

Top Officer Pay85th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SYDNEY FAIRBAIRN	President	PT	$0	-	-
JOHN GODSEY	Secretary	PT	$0	-	-
MATT BROADWAY	President-Elect	PT	$0	-	-
JIM RING	Co-Treasurer	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Rotary Club
EIN: 94-2845821
Phone: 4154994600
Address: PO BOX 150076, SAN RAFAEL, CA 94915

Signing Officer

Name: Jim Ring
Title: Treasurer
Phone: 4154994600
Signed: 2016-08-08
Discuss with paid preparer: Yes

Preparer

Firm: Edwards CPA Inc
Address: 30 PROFESSIONAL CENTER PKWY, SAN RAFAEL, CA 94903-2763
Preparer: Kristina E Edwards
Phone: 4154911099

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: board expense. Amount: 1,091. Description: fellowship events & expenses. Amount: 8,636. Description: insurance. Amount: 936. Description: lunch expense. Amount: 31,767. Description: bank fees. Amount: 66. Description: district & international dues/expenses. Amount: 7,557. Description: miscellaneous. Amount: 50. Description: foundation distribution. Amount: 472. Description: office supplies. Amount: 1,220. Total to form 990-ez, line 16: 51,795.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: due from msr rotary foundation. Beg. Of year amount: 295. End of year amount: 295. Description: security deposit. Beg. Of year amount: 250. End of year amount: 250.”

Raw XML Appendix119 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	JIM RING
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4159715966
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	4040 CIVIC CENTER DR STE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	SAN RAFAEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	94903
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	9099
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	7116
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-1983
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	385
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	9644
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	7661
IRS990EZ/GrossReceiptsAmt	0	50312
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	10123
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	9644
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	7661
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	9644
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	7661
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	SYDNEY FAIRBAIRN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	JOHN GODSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	MATT BROADWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	JIM RING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	CO-TREASURER
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	545
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	545
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	51795
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	A SERVICE CLUB WHOSE MISSION IS TO ADDRESS THE NEEDS AND PROBLEMS OF THOSE LESS PRIVILEGED BOTH LOCALLY AND INTERNATIONALLY.
IRS990EZ/PrintingPublicationsPostageAmt	0	115
IRS990EZ/ProgramServiceRevenueAmt	0	40189
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	A PROFESSIONAL/SOCIAL CLUB THAT PROVIDES COMMUNITY SERVICE AND FELLOWSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	52295
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	50312
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.MISSIONSANRAFAELROTARY.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: BOARD EXPENSE. AMOUNT: 1,091. DESCRIPTION: FELLOWSHIP EVENTS & EXPENSES. AMOUNT: 8,636. DESCRIPTION: INSURANCE. AMOUNT: 936. DESCRIPTION: LUNCH EXPENSE. AMOUNT: 31,767. DESCRIPTION: BANK FEES. AMOUNT: 66. DESCRIPTION: DISTRICT & INTERNATIONAL DUES/EXPENSES. AMOUNT: 7,557. DESCRIPTION: MISCELLANEOUS. AMOUNT: 50. DESCRIPTION: FOUNDATION DISTRIBUTION. AMOUNT: 472. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 1,220. TOTAL TO FORM 990-EZ, LINE 16: 51,795.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESCRIPTION: DUE FROM MSR ROTARY FOUNDATION. BEG. OF YEAR AMOUNT: 295. END OF YEAR AMOUNT: 295. DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 250. END OF YEAR AMOUNT: 250.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JIM RING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4154994600
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROTARY CLUB
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	OF MISSION SAN RAFAEL
ReturnHeader/Filer/BusinessNameControlTxt	0	ROTA
ReturnHeader/Filer/EIN	0	942845821
ReturnHeader/Filer/PhoneNum	0	4154994600
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 150076
ReturnHeader/Filer/USAddress/CityNm	0	SAN RAFAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	94915
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	472481223
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	EDWARDS CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	30 PROFESSIONAL CENTER PKWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SAN RAFAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	949032763
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4154911099
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KRISTINA E EDWARDS
ReturnHeader/ReturnTs	0	2016-08-09T13:17:36-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $7,661
Liabilities: $0
Net assets: $7,661
Revenue: $50,312
Expenses: $52,295
Net income: -$1,983

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$23.2	$4.73	$18.4	$18.5	$12.4	$6.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$15.7	$3.38	$12.4	$12.7	$14.2	$1.48
2023Detailed filing. Detailed filing data is available for this year.	$17.3	$3.46	$13.8	$10.0	$11.9	$1.90
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$16.2	$0.49	$15.7	$17.7	$15.4	$2.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$20.4	$6.97	$13.4	$21.2	$26.4	$5.19
2020Detailed filing. Detailed filing data is available for this year.	$22.7	$4.07	$18.6	$53.0	$42.1	$10.9
2019Detailed filing. Detailed filing data is available for this year.	$15.1	$7.40	$7.69	$55.8	$58.5	$2.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$17.6	$7.20	$10.4	$51.1	$49.8	$1.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$15.3	$6.23	$9.09	$51.1	$49.7	$1.43
2016Detailed filing. Detailed filing data is available for this year.	$7.66	$0.00	$7.66	$50.3	$52.3	$1.98
2015Detailed filing. Detailed filing data is available for this year.	$9.64	$0.00	$9.64	$58.1	$61.6	$3.58
2014Detailed filing. Detailed filing data is available for this year.	$13.2	$0.00	$13.2	$68.5	$67.2	$1.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$11.8	$0.00	$11.8	$69.4	$74.0	$4.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$16.4	$0.00	$16.4	$57.8	$65.2	$7.38