Civic Intelligence

San Leandro Rotary Endowment

990 • Fiscal year 2023 • EIN 94-2920720

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 03, 2024

Organization ProfileN/A
PO Box 1052San Leandro, CA 94577

(510) 414-2438

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

47th percentile

2.7%

Faster asset growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$584,870

Up $15,543 (+2.7%) from 2022

Net Assets

Up

$584,870

Up $15,543 (+2.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin86th percentile

Revenue

Down

$39,854

Down $32,433 (-45%) from 2022

Expenses

Up

$24,311

Up $23,892 (+5702%) from 2022

Net Income

Down

$15,543

Down $56,325 (-78%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$800K$600K$400K$200K$0Assets 2013: $438,363Liabilities 2013: $02013Assets 2014: $438,347Liabilities 2014: $02014Assets 2015: $434,588Liabilities 2015: $02015Assets 2016: $433,191Liabilities 2016: $02016Assets 2017: $468,089Liabilities 2017: $0Net Assets 2017: $468,0892017Assets 2018: $472,497Liabilities 2018: $0Net Assets 2018: $472,4972018Assets 2019: $509,319Liabilities 2019: $0Net Assets 2019: $509,3192019Assets 2020: $471,458Liabilities 2020: $0Net Assets 2020: $471,4582020Assets 2021: $497,459Liabilities 2021: $0Net Assets 2021: $497,4592021Assets 2022: $569,327Liabilities 2022: $0Net Assets 2022: $569,3272022Assets 2023: $584,870Liabilities 2023: $0Net Assets 2023: $584,8702023Assets 2024: $589,392Liabilities 2024: $0Net Assets 2024: $589,3922024Assets 2025: $627,524Liabilities 2025: $0Net Assets 2025: $627,5242025

Highlighted filing

2023

Assets$584,870
Liabilities$0
Net Assets$584,870
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

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

$100K$50K$0-$50KRevenue 2013: $7,498Expenses 2013: $5,000Net Income 2013: $2,4982013Revenue 2014: $9,984Expenses 2014: $10,000Net Income 2014: -$162014Revenue 2015: $6,241Expenses 2015: $10,000Net Income 2015: -$3,7592015Revenue 2016: -$1,397Expenses 2016: $0Net Income 2016: -$1,3972016Revenue 2017: $22,600Expenses 2017: $10,102Net Income 2017: $12,4982017Revenue 2018: $21,133Expenses 2018: $16,725Net Income 2018: $4,4082018Revenue 2019: $37,092Expenses 2019: $270Net Income 2019: $36,8222019Revenue 2020: $21,793Expenses 2020: $59,654Net Income 2020: -$37,8612020Revenue 2021: $26,482Expenses 2021: $481Net Income 2021: $26,0012021Revenue 2022: $72,287Expenses 2022: $419Net Income 2022: $71,8682022Revenue 2023: $39,854Expenses 2023: $24,311Net Income 2023: $15,5432023Revenue 2024: $32,707Expenses 2024: $28,185Net Income 2024: $4,5222024Revenue 2025: $80,371Expenses 2025: $42,239Net Income 2025: $38,1322025

Highlighted filing

2023

Revenue$39,854
Expenses$24,311
Net Income$15,543
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 3, 2024
Return Version
2022v5.0
Gross Receipts
$39,854
Mission and Program Overview

Mission

Raise funds for charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$507,240$578,885▲ $71,645
Rtn Earn Endowment Incm Other Fnds$349,312$359,855▲ $10,543
Pd in Cap Srpls Land Bldg Eqp Fund$220,015$225,015▲ $5,000
Cash and Non-Interest-Bearing Accounts$62,087$5,985▼ $56,102
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$569,327$584,870▲ $15,543
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$569,327$584,870▲ $15,543
Total Liabilities and Net Assets / Fund Balance$569,327$584,870▲ $15,543
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Stephen HollisterPresident
Bruce BarnesTrustee
Dev MahadevanTrustee
Kim HollandTrustee
Kimberly PaceTrustee
Dianne DornSecretary
Kenneth PonVP/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$0
Investment Income
$34,854
Other Revenue
$0
All Other Contributions
$5,000
Change in Net Assets
$15,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$23,600
Other Expenses$711
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$23,600--$23,600
Fees for Services Other-$511-$511
Fees for Services Accounting-$200-$200
Total Functional Expenses$23,600$711$0$24,311
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Club of San LeandroSan Leandro, CA501(c)(4)Funds for charitable purposes$23,600
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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

“Per Bylaws:Article II, Section 1. MembershipThe membership of this corporation shall be in two classes. The first class shall be known as Members; and the second class shall be known as Associate Members.Article II, Section 2. Qualifictation of MembersThe members of this corporation shall be the persons who from time to time are members of, and entitled to a vote in, the Rotary Club of San Leandro.Article II, Section 3. Qualification of Associate MembersAny person proposed by a Member and accepted by the Board of Trustees shall be entitled to be an Associate Member of this corporation.”

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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
San Leandro Rotary Endowment
EIN
94-2920720
Phone
5104142438
Address
PO Box 1052, San Leandro, CA 94577

Signing Officer

Name
Stephen Hollister
Title
President
Signed
2024-01-03

Organization Details

Principal Officer
Stephen Hollister
Formed
1983
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
40
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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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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt023600
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/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt023600
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(4)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Funds for charitable purposes
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Rotary Club of San Leandro
IRS990ScheduleI/RecipientTable/RecipientEIN0941237636
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 1052
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Leandro
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094577
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Per Bylaws:Article II, Section 1. MembershipThe membership of this corporation shall be in two classes. The first class shall be known as Members; and the second class shall be known as Associate Members.Article II, Section 2. Qualifictation of MembersThe members of this corporation shall be the persons who from time to time are members of, and entitled to a vote in, the Rotary Club of San Leandro.Article II, Section 3. Qualification of Associate MembersAny person proposed by a Member and accepted by the Board of Trustees shall be entitled to be an Associate Member of this corporation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Rotary Club of San Leandro
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941237636
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Provide service to the community
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 1052
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0San Leandro
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094577
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0569327
IRS990/TotalAssetsEOYAmt0584870
IRS990/TotalAssetsGrp/BOYAmt0569327
IRS990/TotalAssetsGrp/EOYAmt0584870
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IRS990/TotalContributionsAmt05000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0711
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt023600
IRS990/TotalFunctionalExpensesGrp/TotalAmt024311
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0569327
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0584870
IRS990/TotalProgramServiceExpensesAmt023600
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt034854
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt039854
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0569327
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0584870
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 1052
IRS990/USAddress/CityNm0San Leandro
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0945770120
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen Hollister
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Leandro Rotary Endowment
ReturnHeader/Filer/BusinessNameControlTxt0SANL

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$584,870
Liabilities
$0
Net assets
$584,870
Revenue
$39,854
Expenses
$24,311
Net income
$15,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.28$0.00$6.28$0.80$0.42$0.38
2024Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.33$0.28$0.05
2023Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.40$0.24$0.16
2022Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.72$0.00$0.72
2021Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.26$0.00$0.26
2020Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.22$0.60$0.38
2019Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.37$0.00$0.37
2018Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.21$0.17$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.23$0.10$0.12
2016Summary only. Only limited summary data is available for this year.$4.33$0.00$0.01$0.00$0.01
2015Summary only. Only limited summary data is available for this year.$4.35$0.00$0.06$0.10$0.04
2014Summary only. Only limited summary data is available for this year.$4.38$0.00$0.10$0.10$0.00
2013Summary only. Only limited summary data is available for this year.$4.38$0.00$0.07$0.05$0.02