Civic Intelligence

San Ramon Rotary Foundation

EIN 94-3023557 • 501(c)3 • San Ramon, CA

Profile

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

2601 Campeche CourtSan Ramon, CA 94583

www.sanramonrotary,org

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.06x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

88th percentile

0.60x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

78th percentile

22%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

70th percentile

24%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$902,457

Up $164,387 (+22%) from 2024

Liabilities

Up

$56,773

Up $24,723 (+77%) from 2024

Net Assets

Up

$845,684

Up $139,664 (+20%) from 2024

Operations
Liabilities / Revenue88th percentileNet Margin14th percentile

Revenue

Up

$94,232

Up $18,273 (+24%) from 2024

Expenses

Up

$115,463

Up $48,421 (+72%) from 2024

Net Income

Down

-$21,231

Down $30,148 (-338%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$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

2025

Assets$902,457
Liabilities$56,773
Net Assets$845,684
Open 2025 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$94,232
Expenses$115,463
Net Income-$21,231
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$902,457
Liabilities
$56,773
Net assets
$845,684
Revenue
$94,232
Expenses
$115,463
Net income
-$21,231
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
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
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$186,953
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$471,725$487,808▲ $16,083
Cash and Non-Interest-Bearing Accounts$44,142$60,693▲ $16,551
Prepaid Expenses and Deferred Charges$2,417$0▼ $2,417
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$476,006$508,417▲ $32,411
Other Assets Total$429,447$447,724▲ $18,277
Liabilities
Accounts Payable and Accrued Expenses$4,281$20,609▲ $16,328
Total Liabilities$4,281$20,609▲ $16,328
Net Assets / Fund Balance
Total Net Assets Fund Balance$471,725$487,808▲ $16,083
Total Liabilities and Net Assets / Fund Balance$476,006$508,417▲ $32,411

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$258,528--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Barry TobyPresident
Steve WilcoxVice President
Chris GallagherDirector
Marv RemmichDirector
Mark Von HoetzendorffSecretary
Geoffrey a DischTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,012
Program Service Revenue
$0
Investment Income
$16,337
Other Revenue
$28,724
All Other Contributions
$68,012
Change in Net Assets
$13,966
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$98,440
Other Expenses$667
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$84,440--$84,440
Grants to Domestic Individuals$14,000--$14,000
Office Expenses-$607-$607
Other Expenses-$60-$60
Total Functional Expenses$98,440$667$0$99,107
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Ramon Valley Education FoundDanville, CA--$53,570
Twenty-eight Grants of 5000Organizations, CA--$30,870
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$102,604
Fundraising Direct Expenses$73,880
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Tree Sales$102,604$102,604$73,880$28,724
Total Events$102,604$102,604$73,880$28,724
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
2015-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barry Toby
Formed
1986
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
63

Preparer

Firm
Giles Accountancy
Address
2603 CAMINO RAMON STE200, SAN RAMON, CA 94583-2015
Preparer
Raymond C Giles
Phone
9253551110
Raw XML AppendixShowing 400 of 458 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.

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IRS990/ProgSrvcAccomActy2Grp/Desc0TWENTY-EIGHT OTHER GRANTS TO ORGANIZATIONS FOR HUMANITARIAN, EDUCATIONAL AND CHARITABLE PURPOSES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030870
IRS990/ProgSrvcAccomActy2Grp/GrantAmt030870
IRS990/ProgSrvcAccomActy3Grp/Desc0COLLEGE AND TRADE SCHOOL SCHOLARSHIPS AWARDED TO GRADUATING SENIORS FROM THE SAN RAMON VALLEY SCHOOLS
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08573
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IRS990ScheduleA/TotalSupportAmt0513203
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1258528
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BOND FUND OF AMERICA
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CAPITAL US EQUITY FUND
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHRISTMAS TREE SALES
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt073880
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt014000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE AND TRADE SCHOOL SCHOLARSHIPS
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IRS990ScheduleI/RecipientTable/CashGrantAmt130870
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAN RAMON VALLEY EDUCATION FOUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1TWENTY-EIGHT GRANTS OF 5000
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0699 OLD ORCHARD DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1OR LESS TO GOVERNMENT UNITS
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DANVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ORGANIZATIONS
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
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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/Total501c3OrgCnt02
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
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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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02601 CAMPECHE COURT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN RAMON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
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IRS990/SchoolOperatingInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0476006
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt068012

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