Civic Intelligence

Alameda Rotary Endowment Foundation Inc

990 • Fiscal year 2021 • EIN 94-3050844

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 01, 2021

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

0.01x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.16x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

8th percentile

-33%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

62nd percentile

17%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-42%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$909,151

Up $135,285 (+17%) from 2020

Net Assets

Up

$899,911

Up $136,299 (+18%) from 2020

Liabilities

Down

$9,240

Down $1,014 (-9.9%) from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin8th percentile

Revenue

Down

$56,277

Down $41,550 (-42%) from 2020

Expenses

Down

$74,595

Down $1,827 (-2.4%) from 2020

Net Income

Down

-$18,318

Down $39,723 (-186%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2021

Assets$909,151
Liabilities$9,240
Net Assets$899,911
Open 2021 Filing

Operations Trend

Revenue Growth8th 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

2021

Revenue$56,277
Expenses$74,595
Net Income-$18,318
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 1, 2021
Return Version
2020v4.0
Gross Receipts
$56,277
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$709,092$868,529▲ $159,437
Cash and Non-Interest-Bearing Accounts$47,576$31,512▼ $16,064
Savings and Temporary Cash Investments$17,198$9,110▼ $8,088
Total Assets$773,866$909,151▲ $135,285
Liabilities
Other Liabilities$10,254$9,240▼ $1,014
Total Liabilities$10,254$9,240▼ $1,014
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$763,612$899,911▲ $136,299
Total Net Assets Fund Balance$763,612$899,911▲ $136,299
Total Liabilities and Net Assets / Fund Balance$773,866$909,151▲ $135,285
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Jeff MillerPresident
Steve ZimmermanPresident
Jim StonehouseBoard Member
Lauren Zimmerman-cookBoard Member
Steve KintBoard Member
Carolyn SchuetzSecretary
William Dal PortoTreasurer
Deb KnowlesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$26,056
Program Service Revenue
$0
Investment Income
$28,833
Other Revenue
$1,388
All Other Contributions
$26,056
Change in Net Assets
$-18,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,600
Other Expenses$14,995
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$59,600--$59,600
Insurance-$1,186-$1,186
Fees for Services Accounting-$890-$890
Conferences and Meetings-$350-$350
Other Expenses$11,000$340-$340
All Other Expenses$100$55-$155
Total Functional Expenses$70,700$3,895$0$74,595
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scholarships---$22,300
Rotary Pavillion---$20,000
Community Grants---$14,100
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pay for World Commun Service$9,240
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, 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
William Dal Porto
Title
Treasurer
Phone
5108651000
Signed
2021-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Dal Porto
Formed
1983
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0

Preparer

Firm
Hewitt Jones & Fitch
Address
18 CROW CANYON CT STE 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/TotLiabNetAssetsFundBalanceGrp/BOYAmt0773866
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0909151
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2403
IRS990/USAddress/CityNm0ALAMEDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094501
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM DAL PORTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05108651000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
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/PreparerFirmGrp/PreparerFirmEIN0942944035
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEWITT JONES & FITCH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018 CROW CANYON CT STE 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09258204426
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA R FITCH
ReturnHeader/ReturnTs02021-11-10T19:18:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAL PORTO
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$909,151
Liabilities
$9,240
Net assets
$899,911
Revenue
$56,277
Expenses
$74,595
Net income
-$18,318
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