Civic Intelligence

Alameda Rotary Endowment Foundation Inc

990 • Fiscal year 2018 • EIN 94-3050844

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 26, 2018

Organization Profile
PO Box 2403Alameda, CA 94501

(510) 865-1000

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.02x

Higher debt load relative to assets than 43% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.11x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

78th percentile

22%

Higher net margin than 78% 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

43rd percentile

-0.3%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

89th percentile

67%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$722,418

Down $2,058 (-0.3%) from 2017

Net Assets

Up

$711,164

Up $21,222 (+3.1%) from 2017

Liabilities

Down

$11,254

Down $23,280 (-67%) from 2017

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin78th percentile

Revenue

Up

$98,667

Up $39,461 (+67%) from 2017

Expenses

Down

$77,445

Down $243 (-0.3%) from 2017

Net Income

Up

$21,222

Up $39,704 (+215%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $482,938Liabilities 2011: $32,7082011Assets 2012: $486,472Liabilities 2012: $35,1032012Assets 2013: $495,902Liabilities 2013: $29,265Net Assets 2013: $466,6372013Assets 2014: $633,458Liabilities 2014: $34,803Net Assets 2014: $598,6552014Assets 2016: $798,622Liabilities 2016: $90,198Net Assets 2016: $708,4242016Assets 2017: $724,476Liabilities 2017: $34,534Net Assets 2017: $689,9422017Assets 2018: $722,418Liabilities 2018: $11,254Net Assets 2018: $711,1642018Assets 2019: $732,165Liabilities 2019: $9,254Net Assets 2019: $722,9112019Assets 2020: $773,866Liabilities 2020: $10,254Net Assets 2020: $763,6122020Assets 2021: $909,151Liabilities 2021: $9,240Net Assets 2021: $899,9112021Assets 2022: $826,321Liabilities 2022: $7,065Net Assets 2022: $819,2562022Assets 2023: $875,981Liabilities 2023: $0Net Assets 2023: $875,9812023Assets 2024: $953,735Liabilities 2024: $1,665Net Assets 2024: $952,0702024Assets 2025: $1,054,853Liabilities 2025: $4,515Net Assets 2025: $1,050,3382025

Highlighted filing

2018

Assets$722,418
Liabilities$11,254
Net Assets$711,164
Open 2018 Filing

Operations Trend

Revenue Growth89th percentile

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

$200K$100K$0-$100KRevenue 2011: $38,414Expenses 2011: $33,861Net Income 2011: $4,5532011Revenue 2012: $24,684Expenses 2012: $23,536Net Income 2012: $1,1482012Revenue 2013: $69,595Expenses 2013: $54,327Net Income 2013: $15,2682013Revenue 2014: $189,384Expenses 2014: $57,366Net Income 2014: $132,0182014Revenue 2016: $121,256Expenses 2016: $93,761Net Income 2016: $27,4952016Revenue 2017: $59,206Expenses 2017: $77,688Net Income 2017: -$18,4822017Revenue 2018: $98,667Expenses 2018: $77,445Net Income 2018: $21,2222018Revenue 2019: $84,740Expenses 2019: $72,993Net Income 2019: $11,7472019Revenue 2020: $97,827Expenses 2020: $76,422Net Income 2020: $21,4052020Revenue 2021: $56,277Expenses 2021: $74,595Net Income 2021: -$18,3182021Revenue 2022: $82,657Expenses 2022: $58,650Net Income 2022: $24,0072022Revenue 2023: $64,434Expenses 2023: $48,989Net Income 2023: $15,4452023Revenue 2024: $74,476Expenses 2024: $64,107Net Income 2024: $10,3692024Revenue 2025: $98,453Expenses 2025: $81,862Net Income 2025: $16,5912025

Highlighted filing

2018

Revenue$98,667
Expenses$77,445
Net Income$21,222
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 26, 2018
Return Version
2017v2.3
Gross Receipts
$138,968
Mission and Program Overview

Mission

The alameda rotary endowment foundation primary purpose is to develop and implement educational, humanitarian and vocational projects that address the needs of its community and the community in other countries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$641,095$646,296▲ $5,201
Savings and Temporary Cash Investments$55,982$54,001▼ $1,981
Cash and Non-Interest-Bearing Accounts$27,399$22,121▼ $5,278
Total Assets$724,476$722,418▼ $2,058
Liabilities
Other Liabilities$34,534$11,254▼ $23,280
Total Liabilities$34,534$11,254▼ $23,280
Net Assets / Fund Balance
Unrestricted Net Assets$689,942$711,164▲ $21,222
Total Net Assets Fund Balance$689,942$711,164▲ $21,222
Total Liabilities and Net Assets / Fund Balance$724,476$722,418▼ $2,058
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Ed HirshbergPresident
Anthony ThompsonDirector
James StonehouseDirector
Jerry NussbaumDirector
Jim StonehouseDirector
Ray CasaudoumecqDirector
Scott KernsDirector
Steve KintDirector
Tracy ZollingerSecretary
Bill Dal PortoTreasurer
Deb KnowlesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$24,964
Program Service Revenue
$0
Investment Income
$38,718
Other Revenue
$34,985
All Other Contributions
$6,307
Change in Net Assets
$21,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,750
Other Expenses$9,695
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$67,750--$67,750
Occupancy-$2,628-$2,628
Insurance-$1,835-$1,835
Fees for Services Accounting-$1,690-$1,690
Office Expenses-$510-$510
Other Expenses-$63-$63
Total Functional Expenses$67,750$9,695$0$77,445
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scholarships---$21,000
Rotary Pavillion---$20,000
Season of Giving---$19,700
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$49,302
Gaming Direct Expenses$15,301
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pay for World Commun Service$11,254
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Alameda Rotary Endowment Foundation
EIN
94-3050844
Phone
5108651000
Address
PO BOX 2403, ALAMEDA, CA 94501

Signing Officer

Name
Ed Hirshberg
Title
President
Phone
5108651000
Signed
2018-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Dal Porto
Formed
1983
Voting Board Members
9
Independent Board Members
0
Employees
0

Preparer

Firm
Hewitt Jones & Fitch
Address
18 CROW CANYON COURT SUITE 160, SAN RAMON, CA 94583
Preparer
Theresa R Fitch
Phone
9258204426
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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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IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0BILL DAL PORTO
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO BOX 2403
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0ALAMEDA
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd094501
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt019700
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/CashGrantAmt221000
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEASON OF GIVING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROTARY PAVILLION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SCHOLARSHIPS
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0724476
IRS990/TotalAssetsEOYAmt0722418
IRS990/TotalAssetsGrp/BOYAmt0724476
IRS990/TotalAssetsGrp/EOYAmt0722418
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024964
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09695
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt067750
IRS990/TotalFunctionalExpensesGrp/TotalAmt077445
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034534
IRS990/TotalLiabilitiesEOYAmt011254
IRS990/TotalLiabilitiesGrp/BOYAmt034534
IRS990/TotalLiabilitiesGrp/EOYAmt011254
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0689942
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0711164
IRS990/TotalProgramServiceExpensesAmt067750
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt073703
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt098667
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0724476
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0722418
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0689942
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0711164
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2403
IRS990/USAddress/CityNm0ALAMEDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094501
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ED HIRSHBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05108651000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALAMEDA ROTARY ENDOWMENT FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0ALAM
ReturnHeader/Filer/EIN0943050844
ReturnHeader/Filer/PhoneNum05108651000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2403
ReturnHeader/Filer/USAddress/CityNm0ALAMEDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094501
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02AB904D835E8EEDB3CF489849FF0B66DE26F9665
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D2773E1C4926D68D65F4BA8F0B7B9B53216CCDF7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:02:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942944035
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEWITT JONES & FITCH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018 CROW CANYON COURT SUITE 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09258204426
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA R FITCH
ReturnHeader/ReturnTs02018-11-08T11:02:37-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$722,418
Liabilities
$11,254
Net assets
$711,164
Revenue
$98,667
Expenses
$77,445
Net income
$21,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.10$0.08$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.07$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.01$0.82$0.08$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.90$0.06$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.01$0.76$0.10$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.01$0.72$0.08$0.07$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.71$0.10$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.03$0.69$0.06$0.08$0.02
2016Summary only. Only limited summary data is available for this year.$0.80$0.09$0.71$0.12$0.09$0.03
2014Summary only. Only limited summary data is available for this year.$0.63$0.03$0.60$0.19$0.06$0.13
2013Summary only. Only limited summary data is available for this year.$0.50$0.03$0.47$0.07$0.05$0.02
2012Summary only. Only limited summary data is available for this year.$0.49$0.04$0.02$0.02$0.00
2011Summary only. Only limited summary data is available for this year.$0.48$0.03$0.04$0.03$0.00