Civic Intelligence

Novato Rotary Endowment

990 • Fiscal year 2012 • EIN 94-3168507

Jul 01, 2011 to Jun 30, 2012 • Filed on Jan 22, 2013

Organization ProfileWWW.NOVATOROTARY.ORG
7200 Redwood Blvd No 40394945-4110
Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2012 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

57th percentile

3.4%

Faster asset growth than 57% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$5,774,937

Up $190,629 (+3.4%) from 2011

Net Assets

Up

$5,774,937

Up $190,629 (+3.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$115,217

Up $1,895 (+1.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$10M$5.0M$0Assets 2011: $5,584,308Liabilities 2011: $0Net Assets 2011: $5,584,3082011Assets 2012: $5,774,937Liabilities 2012: $0Net Assets 2012: $5,774,9372012Assets 2013: $6,142,883Liabilities 2013: $0Net Assets 2013: $6,142,8832013Assets 2014: $6,619,199Liabilities 2014: $0Net Assets 2014: $6,619,1992014Assets 2015: $6,656,263Liabilities 2015: $0Net Assets 2015: $6,656,2632015Assets 2016: $6,593,263Liabilities 2016: $0Net Assets 2016: $6,593,2632016Assets 2017: $6,699,165Liabilities 2017: $0Net Assets 2017: $6,699,1652017Assets 2018: $6,790,425Liabilities 2018: $0Net Assets 2018: $6,790,4252018Assets 2019: $7,146,375Liabilities 2019: $0Net Assets 2019: $7,146,3752019Assets 2020: $7,307,994Liabilities 2020: $0Net Assets 2020: $7,307,9942020Assets 2021: $7,847,944Liabilities 2021: $0Net Assets 2021: $7,847,9442021Assets 2022: $7,713,310Liabilities 2022: $0Net Assets 2022: $7,713,3102022Assets 2023: $7,851,861Liabilities 2023: $0Net Assets 2023: $7,851,8612023Assets 2024: $8,108,755Liabilities 2024: $0Net Assets 2024: $8,108,7552024Assets 2025: $3,393,194Liabilities 2025: $0Net Assets 2025: $3,393,1942025

Highlighted filing

2012

Assets$5,774,937
Liabilities$0
Net Assets$5,774,937
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2011: $113,3222011Expenses 2012: $115,2172012Expenses 2013: $86,3532013Revenue 2014: $561,546Expenses 2014: $85,230Net Income 2014: $476,3162014Revenue 2015: $406,902Expenses 2015: $80,024Net Income 2015: $326,8782015Revenue 2016: $21,349Expenses 2016: $79,712Net Income 2016: -$58,3632016Revenue 2017: $173,172Expenses 2017: $67,270Net Income 2017: $105,9022017Revenue 2018: $208,956Expenses 2018: $117,696Net Income 2018: $91,2602018Revenue 2019: $381,909Expenses 2019: $91,987Net Income 2019: $289,9222019Revenue 2020: $326,592Expenses 2020: $164,973Net Income 2020: $161,6192020Revenue 2021: $370,801Expenses 2021: $149,733Net Income 2021: $221,0682021Revenue 2022: $241,797Expenses 2022: $139,880Net Income 2022: $101,9172022Revenue 2023: $201,785Expenses 2023: $156,170Net Income 2023: $45,6152023Revenue 2024: $256,767Expenses 2024: $178,812Net Income 2024: $77,9552024Revenue 2025: $309,246Expenses 2025: $142,297Net Income 2025: $166,9492025

Highlighted filing

2012

Revenue-
Expenses$115,217
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Jan 22, 2013
Return Version
2011v1.2
Gross Receipts
$317,844
Mission and Program Overview

Mission

The novato rotary endowment's purpose is to receive and invest contributions of money or property and apply the income to charitable, or educational projects and programs that have been approved by the novato rotary club board of directors.

Major Activities

Activity 2
Donation of funds to lifeplant which is a project in conjunction with rotoplant that provides kidney transplants to needy patients in developing countries and humanitarian aid to poverty stricken children and orphans. Lifeplant also provides educational training to medical doctors in developing countries.
Activity 3
Rotary club of novato scholarships are distributed to students graduating from local high schools.
Filing and Contact Details

Filer

EIN
94-3168507
Raw XML AppendixShowing 400 of 658 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/Activity2/Description0DONATION OF FUNDS TO LIFEPLANT WHICH IS A PROJECT IN CONJUNCTION WITH ROTOPLANT THAT PROVIDES KIDNEY TRANSPLANTS TO NEEDY PATIENTS IN DEVELOPING COUNTRIES AND HUMANITARIAN AID TO POVERTY STRICKEN CHILDREN AND ORPHANS. LIFEPLANT ALSO PROVIDES EDUCATIONAL TRAINING TO MEDICAL DOCTORS IN DEVELOPING COUNTRIES.
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IRS990/Activity3/Description0ROTARY CLUB OF NOVATO SCHOLARSHIPS ARE DISTRIBUTED TO STUDENTS GRADUATING FROM LOCAL HIGH SCHOOLS.
IRS990/Activity3/Expense010500
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IRS990/ActivityOrMissionDescription0THE ENDOWMENT APPLIES CONTRIBUTIONS RECEIVED TO CHARITABLE OR EDUCATIONAL PROJECTS.
IRS990/ActivityOther/Description0THE VIETNAM PROJECT IS A NON-PROFIT HUMANITARIAN ORGANIZATION ESTABLISHED TO IMPROVE THE QUALITY OF LIFE FOR POOR, DISADVANTAGED, AND DISABLED PEOPLE IN VIETNAM.
IRS990/ActivityOther/Description1COPPER CANYON PROJECT PROVIDES FOR AN ORPHANAGE LOCATED IN MEXICO.
IRS990/ActivityOther/Description2ROTARY DISTRICT 5150 CHARITABLE FOUNDATION, AN AFFILIATE OF NOVATO ROTARY ENDOWMENT, USES FUNDS GIVEN TO THEM FOR INTERNATIONAL PROJECTS SUCH AS COLOMBIA MICROCREDIT PROJECT AS WELL AS FOR THE LOCAL DICTIONARY PROGRAM WHICH PROVIDES A QUALITY DICTIONARY TO EVERY THIRD-GRADER IN NOVATO.
IRS990/ActivityOther/Description3THE EAST MEETS WEST FOUNDATION, IN CONJUNCTION WITH REACH VIETNAM, TRANSFORMS THE HEALTH, EDUCATION AND COMMUNITIES OF DISADVANTAGED PEOPLE IN SOUTHEAST ASIA BY BUILDING PARTNERSHIPS, DEVELOPING OPPORTUNITIES AND CREATING SUSTAINABLE SOLUTIONS.
IRS990/ActivityOther/Description4ROTARY FOUNDATION OF ROTARY INTERNATIONAL, AN AFFILIATE OF ROTARY ENDOWMENT, USED FUNDS GIVEN TO THEM FOR CHARITABLE PURPOSES INTERNATIONALLY.
IRS990/ActivityOther/Description5TREE-LAND FOUNDATION INC. OPERATES AN EYE CLINIC IN MEXICO AND PROVIDES FOR EDUCATION AND CULTURAL EXCHANGES.
IRS990/ActivityOther/Description6BLUE STAR MOMS INC. PRIMARY PURPOSE IS TO PROMOTE THE WELL-BEING AND PUBLIC SUPPORT OF MEN AND WOMEN ON ACTIVE JURY, GUARD, OR RESERVE WITH ANY OF THE UNITED STATES ARMED FORCES, AND TO PROMOTE THE WELL-BEING AND PUBLIC SUPPORT OF THE VETERANS OF ANY BRANCH OF THE UNITED STATES.
IRS990/ActivityOther/Description7THE MISS MARIN COUNTY SCHOLARSHIP PROGRAM AWARDS SCHOLARSHIPS TO EVERY CONTESTANT, REGARDLESS OF PLACEMENT.
IRS990/ActivityOther/Description8MARIN YMCA PROVIDES FINANCIAL ASSISTANCE FOR SENIOR, CHILDREN AND TEEN PROGRAMS, SUMMER CAMPS AND HEALTHY LIFESTYLE ACTIVITIES.
IRS990/ActivityOther/Description9THE LUTHER BURBANK ROSE PARADE SPONSORS A PARADE WHICH DRAWS PEOPLE FROM THE GREATER NORTH BAY AREA.
IRS990/ActivityOther/Description10SAN MARIN HIGH SCHOOL AVID-SAT PROGRAM HELPS STUDENTS PREPARE FOR COLLEGE BY: TEACHING SKILLS OF ORAL COMMUNICATION, NOTE-TAKING, ORGANIZATION, GOAL SETTING & TIME MANAGEMENT; PREPARING STUDENTS FOR COLLEGE ENTRANCE EXAMINATIONS; PROVIDING COURSES THAT MEET FOUR-YEAR COLLEGE PREP CLASSES; AND TUTORIALS TO HELP STUDENTS WITH COLLEGE PREP CLASSES.
IRS990/ActivityOther/Description11AMERICAN CANCER SOCIETY WORKS TO ELIMINATE CANCER AS A MAJOR HEALTH PROBLEM BY PREVENTING CANCER, SAVING LIVES, AND DIMINISHING SUFFERING FROM THE DISEASE, THROUGH RESEARCH, EDUCATION, ADVOCACY, AND SERVICE.
IRS990/ActivityOther/Description12THE QUEST CHURCH PROVIDES MEALS FOR THE HOMELESS.
IRS990/ActivityOther/Description13HOMEWARD BOUND OF MARIN IS THE MAIN PROVIDER OF SHELTER AND SUPPORT SERVICES FOR HOMELESS FAMILIES AND HOMELESS INDIVIDUALS IN THE COUNTY.
IRS990/ActivityOther/Description14THE TEACHER RECOGNITION PROGRAM AWARDS OUTSTANDING TEACHERS ANNUALLY IN EACH OF THE SCHOOLS IN NOVATO.
IRS990/ActivityOther/Description15NOVATO YOUTH CENTER OFFERS PROGRAMS TO YOUTH AND THEIR FAMILIES IN THE COMMUNITY. PROGRAMS INCLUDE ACADEMICS AND LEARNING; HEALTH AND WELL BEING; PERSONAL ENRICHMENT THROUGH THE ARTS AND ATHLETICS; AND SOCIAL INTERACTION AND COMMUNITY ENGAGEMENT.
IRS990/ActivityOther/Description16MIWOK PARK PROVIDES PICNIC AREAS, HIKING TRAILS, BARBEQUE, FISHING, HORSESHOES, AND LAWN AND PLAYGROUND AREAS FOR THE COMMUNITY.
IRS990/ActivityOther/Description17NOVATO UNIFIED SCHOOL DISTRICT'S K-9 PROGRAM PROVIDES EDUCATION TO CHILDREN IN THE DISTRICT.
IRS990/ActivityOther/Description18NOVATO POLICE CANINE PROGRAM ASSISTS OFFICERS WITH ABATING CRIME AND PROVIDES ADDED SAFETY TO THE LIVES OF OFFICERS.
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IRS990ScheduleA/Total509/Total04197861
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear0279158
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year0331041
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years0369754
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years03446093
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years0282807
IRS990ScheduleA/TotalSupportTotal/Total04708853
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/AggregateDAFValue04891563
IRS990ScheduleD/AggregateFundValue0580000
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance04934544
IRS990ScheduleD/CurrentYear/Contributions0105950
IRS990ScheduleD/CurrentYear/EndOfYearBalance05471563
IRS990ScheduleD/CurrentYear/GrantsOrScholarships073282
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0504351
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance04589627
IRS990ScheduleD/CurrentYearMinus1Year/Contributions0153589
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance04934544
IRS990ScheduleD/CurrentYearMinus1Year/GrantsOrScholarships070242
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0261570
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance04062790
IRS990ScheduleD/CurrentYearMinus2Years/Contributions0268327
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance04589627
IRS990ScheduleD/CurrentYearMinus2Years/GrantsOrScholarships049572
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0308082
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance0656116
IRS990ScheduleD/CurrentYearMinus3Years/Contributions03371061
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance04062790
IRS990ScheduleD/CurrentYearMinus3Years/GrantsOrScholarships043076
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses078689
IRS990ScheduleD/DisclosedForCharitablePurposes01
IRS990ScheduleD/DisclosedOrgsLegalControl01
IRS990ScheduleD/DonorAdvisedContributions0105950
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE INTENDED USE OF THE ENDOWMENT FUNDS RECEIVED IS TO APPLY THOSE AMOUNTS TO THE SPECIFIC CHARITABLE OR EDUCATIONAL PROJECTS FOR WHICH THE FUNDS HAVE BEEN CONTRIBUTED.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/GrantsPaidFromDonorFunds073282
IRS990ScheduleD/NumberDAFsHeld04
IRS990ScheduleD/NumberFundsHeld01
IRS990ScheduleD/OtherSecurities/BookValue04688150
IRS990ScheduleD/OtherSecurities/BookValue1643354
IRS990ScheduleD/OtherSecurities/Description0STIFEL NICOLAS- ACCT #0831
IRS990ScheduleD/OtherSecurities/Description1STIFEL NICOLAS- ACCT #1837
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/PermanentEndowmentEOYBalance01.00000
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities05331504
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfEmployees00
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfEmployees10
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfEmployees20
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfEmployees30
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfEmployees40
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfEmployees50
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfOffices00
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfOffices10
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfOffices20
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfOffices30
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfOffices40

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,774,937
Liabilities
$0
Net assets
$5,774,937
Revenue
-
Expenses
$115,217
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.31$0.14$0.17
2024Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.26$0.18$0.08
2023Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.20$0.16$0.05
2022Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.24$0.14$0.10
2021Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.37$0.15$0.22
2020Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.33$0.16$0.16
2019Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.38$0.09$0.29
2018Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.21$0.12$0.09
2017Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.17$0.07$0.11
2016Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.02$0.08$0.06
2015Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.41$0.08$0.33
2014Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.56$0.09$0.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.14$0.00$6.14$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.77$0.00$5.77$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.58$0.00$5.58$0.11