Civic Intelligence

San Ramon Valley Rotary Foundation

990 • Fiscal year 2018 • EIN 94-3023557

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization Profilewww.sanramonrotary.org
2601 Campeche CourtSan Ramon, CA 94583

(925) 355-1110

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.10x

Higher debt load relative to assets than 63% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

0.45x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

50th percentile

3.4%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

56th percentile

3.9%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$607,827

Up $22,831 (+3.9%) from 2017

Net Assets

Down

$547,524

Down $9,668 (-1.7%) from 2017

Liabilities

Up

$60,303

Up $32,499 (+117%) from 2017

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin50th percentile

Revenue

Down

$134,683

Down $20,773 (-13%) from 2017

Expenses

Down

$130,129

Down $6,387 (-4.7%) from 2017

Net Income

Down

$4,554

Down $14,386 (-76%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$1.0M$500K$0Assets 2011: $359,164Liabilities 2011: $10,800Net Assets 2011: $348,3642011Assets 2012: $375,158Liabilities 2012: $7,550Net Assets 2012: $367,6082012Assets 2013: $399,273Liabilities 2013: $0Net Assets 2013: $399,2732013Assets 2014: $476,006Liabilities 2014: $4,281Net Assets 2014: $471,7252014Assets 2015: $508,417Liabilities 2015: $20,609Net Assets 2015: $487,8082015Assets 2016: $536,948Liabilities 2016: $23,730Net Assets 2016: $513,2182016Assets 2017: $584,996Liabilities 2017: $27,804Net Assets 2017: $557,1922017Assets 2018: $607,827Liabilities 2018: $60,303Net Assets 2018: $547,5242018Assets 2019: $611,526Liabilities 2019: $32,729Net Assets 2019: $578,7972019Assets 2020: $627,313Liabilities 2020: $52,295Net Assets 2020: $575,0182020Assets 2021: $723,594Liabilities 2021: $35,346Net Assets 2021: $688,2482021Assets 2022: $657,655Liabilities 2022: $39,834Net Assets 2022: $617,8212022Assets 2023: $690,906Liabilities 2023: $36,874Net Assets 2023: $654,0322023Assets 2024: $738,070Liabilities 2024: $32,050Net Assets 2024: $706,0202024Assets 2025: $902,457Liabilities 2025: $56,773Net Assets 2025: $845,6842025

Highlighted filing

2018

Assets$607,827
Liabilities$60,303
Net Assets$547,524
Open 2018 Filing

Operations Trend

Revenue Growth20th percentile

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

$200K$100K$0-$100KExpenses 2011: $82,1052011Expenses 2012: $66,7142012Expenses 2013: $89,8952013Revenue 2014: $112,931Expenses 2014: $85,245Net Income 2014: $27,6862014Revenue 2015: $113,073Expenses 2015: $99,107Net Income 2015: $13,9662015Revenue 2016: $185,995Expenses 2016: $162,597Net Income 2016: $23,3982016Revenue 2017: $155,456Expenses 2017: $136,516Net Income 2017: $18,9402017Revenue 2018: $134,683Expenses 2018: $130,129Net Income 2018: $4,5542018Revenue 2019: $106,731Expenses 2019: $100,872Net Income 2019: $5,8592019Revenue 2020: $97,170Expenses 2020: $91,689Net Income 2020: $5,4812020Revenue 2021: $80,718Expenses 2021: $63,689Net Income 2021: $17,0292021Revenue 2022: $77,293Expenses 2022: $77,561Net Income 2022: -$2682022Revenue 2023: $73,896Expenses 2023: $67,516Net Income 2023: $6,3802023Revenue 2024: $75,959Expenses 2024: $67,042Net Income 2024: $8,9172024Revenue 2025: $94,232Expenses 2025: $115,463Net Income 2025: -$21,2312025

Highlighted filing

2018

Revenue$134,683
Expenses$130,129
Net Income$4,554
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$197,603
Mission and Program Overview

Mission

The advancement of international understanding and good will through charitable activities of a fellowship of business and professional men and women

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$557,192$547,524▼ $9,668
Cash and Non-Interest-Bearing Accounts$77,221$104,900▲ $27,679
Prepaid Expenses and Deferred Charges-$1,264-
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$584,996$607,827▲ $22,831
Other Assets Total$507,775$501,663▼ $6,112
Liabilities
Accounts Payable and Accrued Expenses$27,804$60,303▲ $32,499
Total Liabilities$27,804$60,303▲ $32,499
Net Assets / Fund Balance
Total Net Assets Fund Balance$557,192$547,524▼ $9,668
Total Liabilities and Net Assets / Fund Balance$584,996$607,827▲ $22,831

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$501,663--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Kathy GaileyChairman
Lucky SandhuVice Chairman
Carolyn DegnanDirector
Chris GallagherDirector
Karen McnamaraSecretary
Geoffrey a DischTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$95,087
Program Service Revenue
$0
Investment Income
$8,397
Other Revenue
$31,199
All Other Contributions
$95,087
Change in Net Assets
$4,554
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$130,049
Other Expenses$80
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$107,549--$107,549
Grants to Domestic Individuals$22,500--$22,500
Other Expenses-$60-$60
Office Expenses-$20-$20
Total Functional Expenses$130,049$80$0$130,129
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$94,119
Fundraising Direct Expenses$62,920
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Tree Sales$94,119$94,119$62,920$31,199
Total Events$94,119$94,119$62,920$31,199
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
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“No review has been or will be provided.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The foundation will make copies of its governing documents, policies and financial statements available to interested parties upon request addressed to the secretary.”

Filing and Contact Details

Filer

Filer Name
San Ramon Rotary Foundation
EIN
94-3023557
Phone
9253551110
Address
2601 CAMPECHE COURT, SAN RAMON, CA 94583

Signing Officer

Name
Geoffrey a Disch
Title
Treasurer
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Gailey
Formed
1986
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
60

Preparer

Firm
Giles Accountancy
Address
2603 CAMINO RAMON STE200, SAN RAMON, CA 94583-2015
Preparer
Raymond C Giles
Phone
9253551110
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08397
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt016661
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016293
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010273
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt067961
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt031199
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt035162
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt038276
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt028724
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt036046
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0169407
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.52470
IRS990ScheduleA/PublicSupportPY170Pct00.51550
IRS990ScheduleA/PublicSupportTotal170Amt0368444
IRS990ScheduleA/SubstantialContributorsTotAmt096328
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt095087
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0131426
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt068012
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt066612
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0464772
IRS990ScheduleA/TotalSupportAmt0702140
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0501663
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SHORT-TERM INVESTMENTS
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0501663
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt062920
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHRISTMAS TREE SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt094119
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt094119
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt094119
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt094119
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031199
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt062920
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt062920
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE AND TRADE SCHOOL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0INDIVIDUALS AND ORGANIZATIONS REQUESTING GRANTS MUST SUBMIT AN EXPLANATION OF THE INTENDED PURPOSE OF THE GRANT, INCLUDING A DETAILED STATEMENT FOR THE USE OF THE FUNDS, BEFORE THE GRANT REQUEST IS CONSIDERED. SCHOLARSHIP APPLICANTS MUST PROVIDE EVIDENCE OF ADMISSION BY THE INSTITUTION TO BE ATTENDED AND THE COURSE OF STUDY TO BE PURSUED. APPLICATIONS ARE REVIEWED AND APPROVED BY A COMMITTEE OF THE BOARD OF DIRECTORS, WHICH ENSURES THAT THE GRANT REQUEST MEETS EDUCATIONAL OR CHARITABLE CRITERIA BEFORE FUNDING IS APPROVED. AFTER THE GRANT IS MADE, THE RECIPIENT IS REQUIRED TO SUBMIT APPROPRIATE EVIDENCE THAT THE FUNDS WERE USED FOR THE PURPOSES FOR WHICH THE GRANT WAS APPROVED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW HAS BEEN OR WILL BE PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION WILL MAKE COPIES OF ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO INTERESTED PARTIES UPON REQUEST ADDRESSED TO THE SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY CLUB OF SAN RAMON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0680026786
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ROTARY CLUB
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN RAMON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094583
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IRS990ScheduleR/PaidEmployeesSharingInd0false
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0584996
IRS990/TotalAssetsEOYAmt0607827
IRS990/TotalAssetsGrp/BOYAmt0584996
IRS990/TotalAssetsGrp/EOYAmt0607827
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt095087
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt080
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0130049
IRS990/TotalFunctionalExpensesGrp/TotalAmt0130129
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027804
IRS990/TotalLiabilitiesEOYAmt060303
IRS990/TotalLiabilitiesGrp/BOYAmt027804
IRS990/TotalLiabilitiesGrp/EOYAmt060303
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0557192
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0547524
IRS990/TotalProgramServiceExpensesAmt0130049
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt039596
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0134683
IRS990/TotalVolunteersCnt060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0584996
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0607827
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0421 PLATA COURT
IRS990/USAddress/CityNm0DANVILLE
IRS990/USAddress/StateAbbreviationCd0CA

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$607,827
Liabilities
$60,303
Net assets
$547,524
Revenue
$134,683
Expenses
$130,129
Net income
$4,554
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.02$0.57$8.46$0.94$1.15$0.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.38$0.32$7.06$0.76$0.67$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.91$0.37$6.54$0.74$0.68$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.58$0.40$6.18$0.77$0.78$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.24$0.35$6.88$0.81$0.64$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.27$0.52$5.75$0.97$0.92$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.33$5.79$1.07$1.01$0.06
2018Detailed filing. Detailed filing data is available for this year.$6.08$0.60$5.48$1.35$1.30$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.28$5.57$1.55$1.37$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.37$0.24$5.13$1.86$1.63$0.23
2015Detailed filing. Detailed filing data is available for this year.$5.08$0.21$4.88$1.13$0.99$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.76$0.04$4.72$1.13$0.85$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$0.00$3.99$0.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$0.08$3.68$0.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$0.11$3.48$0.82