Civic Intelligence

Alameda Rotary Endowment Foundation Inc

990 • Fiscal year 2023 • EIN 94-3050844

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 30, 2023

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

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

77th percentile

24%

Higher net margin than 77% 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

55th percentile

6.0%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

16th percentile

-22%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$875,981

Up $49,660 (+6.0%) from 2022

Net Assets

Up

$875,981

Up $56,725 (+6.9%) from 2022

Liabilities

Down

$0

Down $7,065 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin77th percentile

Revenue

Down

$64,434

Down $18,223 (-22%) from 2022

Expenses

Down

$48,989

Down $9,661 (-16%) from 2022

Net Income

Down

$15,445

Down $8,562 (-36%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2023

Assets$875,981
Liabilities$0
Net Assets$875,981
Open 2023 Filing

Operations Trend

Revenue Growth16th 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

2023

Revenue$64,434
Expenses$48,989
Net Income$15,445
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 30, 2023
Return Version
2022v5.0
Gross Receipts
$64,434
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$758,828$860,995▲ $102,167
Savings and Temporary Cash Investments$37,148--
Cash and Non-Interest-Bearing Accounts$30,345$14,986▼ $15,359
Total Assets$826,321$875,981▲ $49,660
Liabilities
Other Liabilities$7,065--
Total Liabilities$7,065$0▼ $7,065
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$819,256$875,981▲ $56,725
Total Net Assets Fund Balance$819,256$875,981▲ $56,725
Total Liabilities and Net Assets / Fund Balance$826,321$875,981▲ $49,660
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Steve ZimmermanPresident
Lauren Zimmerman-cookBoard Member
Steve KintBoard Member
Joyce MercadoClub Preside
William Dal PortoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$35,765
Program Service Revenue
$0
Investment Income
$28,169
Other Revenue
$500
All Other Contributions
$18,574
Change in Net Assets
$15,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,750
Other Expenses$8,239
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,750--$40,750
Occupancy-$1,260-$1,260
Insurance-$1,211-$1,211
Fees for Services Accounting-$940-$940
Other Expenses$500$594-$500
All Other Expenses-$497-$497
Total Functional Expenses$43,827$5,162$0$48,989
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scholarships---$13,000
Community Grants---$12,750
Charity Fund Matching---$6,500
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
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
2023-09-30
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Hewitt Jones & Fitch
Address
18 CROW CANYON CT STE 160, SAN RAMON, CA 94583
Preparer
Theresa R Fitch
Phone
9258204426
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“See list of officers/directors”

Raw XML Appendix305 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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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA R FITCH
ReturnHeader/ReturnTs02023-10-10T17:58:26-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAL PORTO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$875,981
Liabilities
$0
Net assets
$875,981
Revenue
$64,434
Expenses
$48,989
Net income
$15,445
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