Civic Intelligence

Alameda Rotary Endowment Foundation Inc

990 • Fiscal year 2019 • EIN 94-3050844

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 05, 2019

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

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.11x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

45th percentile

1.3%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-14%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$732,165

Up $9,747 (+1.3%) from 2018

Net Assets

Up

$722,911

Up $11,747 (+1.7%) from 2018

Liabilities

Down

$9,254

Down $2,000 (-18%) from 2018

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin70th percentile

Revenue

Down

$84,740

Down $13,927 (-14%) from 2018

Expenses

Down

$72,993

Down $4,452 (-5.7%) from 2018

Net Income

Down

$11,747

Down $9,475 (-45%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2019

Assets$732,165
Liabilities$9,254
Net Assets$722,911
Open 2019 Filing

Operations Trend

Revenue Growth20th 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

2019

Revenue$84,740
Expenses$72,993
Net Income$11,747
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$89,293
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$646,296$684,949▲ $38,653
Cash and Non-Interest-Bearing Accounts$22,121$23,711▲ $1,590
Savings and Temporary Cash Investments$54,001$23,505▼ $30,496
Total Assets$722,418$732,165▲ $9,747
Liabilities
Other Liabilities$11,254$9,254▼ $2,000
Total Liabilities$11,254$9,254▼ $2,000
Net Assets / Fund Balance
Unrestricted Net Assets$711,164$722,911▲ $11,747
Total Net Assets Fund Balance$711,164$722,911▲ $11,747
Total Liabilities and Net Assets / Fund Balance$722,418$732,165▲ $9,747
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Ed HirshbergPresident
Carolyn SchuetzBoard Member
Jeff MillerBoard Member
Jerry NussbaumBoard Member
Jim StonehouseBoard Member
Lauren Zimmerman-cookBoard Member
Steve KintBoard Member
Steve ZimmermanSecretary
Bill Dal PortoTreasurer
Deb KnowlesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$37,123
Program Service Revenue
$0
Investment Income
$43,049
Other Revenue
$4,568
All Other Contributions
$16,647
Change in Net Assets
$11,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,705
Other Expenses$8,288
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$64,705--$64,705
Insurance-$1,835-$1,835
Fees for Services Other$1,500--$1,500
Occupancy-$1,000-$1,000
Fees for Services Accounting-$825-$825
Other Expenses-$35-$35
Total Functional Expenses$66,205$6,788$0$72,993
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Pavillion---$20,000
Scholarships---$20,000
Season of Giving---$18,225
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$8,333
Gaming Direct Expenses$4,553
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$9,254
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
2019-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Dal Porto
Formed
1983
Voting Board Members
10
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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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0732165
IRS990/TotalAssetsGrp/BOYAmt0722418
IRS990/TotalAssetsGrp/EOYAmt0732165
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt037123
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06788
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt066205
IRS990/TotalFunctionalExpensesGrp/TotalAmt072993
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011254
IRS990/TotalLiabilitiesEOYAmt09254
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IRS990/TotalLiabilitiesGrp/EOYAmt09254
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0722911
IRS990/TotalProgramServiceExpensesAmt066205
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt047617
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt084740
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0722418
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0732165
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0711164
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0722911
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2403
IRS990/USAddress/CityNm0ALAMEDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094501
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ED HIRSHBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05108651000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALAMEDA ROTARY ENDOWMENT FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0ALAM
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ReturnHeader/Filer/PhoneNum05108651000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2403
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:42:38
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/PreparationDt02019-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA R FITCH
ReturnHeader/ReturnTs02019-11-12T13:42:38-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$732,165
Liabilities
$9,254
Net assets
$722,911
Revenue
$84,740
Expenses
$72,993
Net income
$11,747
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