Civic Intelligence

San Ramon Valley Rotary Foundation

990 • Fiscal year 2023 • EIN 94-3023557

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 10, 2023

Organization Profilewww.sanramonrotary.org
PO Box 3624San Ramon, CA 94583

(925) 383-1049

Siviq Scores

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

Liabilities / Assets

61st percentile

0.05x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

0.50x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

58th percentile

8.6%

Higher net margin than 58% 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

53rd percentile

5.1%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

31st percentile

-4.4%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$690,906

Up $33,251 (+5.1%) from 2022

Net Assets

Up

$654,032

Up $36,211 (+5.9%) from 2022

Liabilities

Down

$36,874

Down $2,960 (-7.4%) from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin58th percentile

Revenue

Down

$73,896

Down $3,397 (-4.4%) from 2022

Expenses

Down

$67,516

Down $10,045 (-13%) from 2022

Net Income

Up

$6,380

Up $6,648 (+2481%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2023

Assets$690,906
Liabilities$36,874
Net Assets$654,032
Open 2023 Filing

Operations Trend

Revenue Growth31st 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

2023

Revenue$73,896
Expenses$67,516
Net Income$6,380
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 10, 2023
Return Version
2022v5.0
Gross Receipts
$73,896
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$617,821$654,032▲ $36,211
Cash and Non-Interest-Bearing Accounts$95,165$91,286▼ $3,879
Accounts Receivable-$1,500-
Prepaid Expenses and Deferred Charges$1,038$0▼ $1,038
Savings and Temporary Cash Investments-$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$657,655$690,906▲ $33,251
Other Assets Total$561,452$598,120▲ $36,668
Liabilities
Accounts Payable and Accrued Expenses$39,834$36,874▼ $2,960
Total Liabilities$39,834$36,874▼ $2,960
Net Assets / Fund Balance
Total Net Assets Fund Balance$617,821$654,032▲ $36,211
Total Liabilities and Net Assets / Fund Balance$657,655$690,906▲ $33,251

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$598,120--
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Karen McnamaraPresident
Chris GaylerDirector
Julie MckinneyDirector
Colette LaySecretary
Hermann WelmTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$55,574
Program Service Revenue
$0
Investment Income
$18,322
Other Revenue
$0
All Other Contributions
$55,574
Change in Net Assets
$6,380
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,190
Other Expenses$326
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,190--$50,190
Grants to Domestic Individuals$17,000--$17,000
Other Expenses-$50-$50
Total Functional Expenses$67,190$326$0$67,516
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Ramon Valley Education FoundSan Ramon, CA-To Fund Education Grants$25,021
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
No
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 B, Line 11B

“No review has been or will be provided.”

Form 990, Part VI, Section C, Line 19

“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
9253831049
Address
PO BOX 3624, SAN RAMON, CA 94583

Signing Officer

Name
Hermann Welm
Title
Treasurer
Signed
2023-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Mcnamara
Formed
1986
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
32

Preparer

Firm
Giles Accountancy Corp
Address
2601 CAMPECHE CT, SAN RAMON, CA 94583
Preparer
Raymond C Giles
Phone
4089814444
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt082347
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt090720
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0349152
IRS990ScheduleA/TotalSupportAmt0435677
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0598120
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0598120
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt017000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE AND TRADE SCHOOL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/RecipientTable/CashGrantAmt025021
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FUND EDUCATION GRANTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAN RAMON VALLEY EDUCATION FOUND
IRS990ScheduleI/RecipientTable/RecipientEIN0911780917
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt012601 ALCOSTA BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN RAMON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094583
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/Total501c3OrgCnt01
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, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt067516
IRS990/TotalGrossUBIAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt073896
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$690,906
Liabilities
$36,874
Net assets
$654,032
Revenue
$73,896
Expenses
$67,516
Net income
$6,380
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
2023Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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