Civic Intelligence

Novato Rotary Endowment

990 • Fiscal year 2015 • EIN 94-3168507

Jul 01, 2014 to Jun 30, 2015 • Filed on May 02, 2016

Organization ProfileWWW.NOVATOROTARY.COM
7200 Redwood Blvd No 403Novato, CA 94945-4110

(415) 897-5678

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.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

6th percentile

0.00x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

49th percentile

0.6%

Faster asset growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-28%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$6,656,263

Up $37,064 (+0.6%) from 2014

Net Assets

Up

$6,656,263

Up $37,064 (+0.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin97th percentile

Revenue

Down

$406,902

Down $154,644 (-28%) from 2014

Expenses

Down

$80,024

Down $5,206 (-6.1%) from 2014

Net Income

Down

$326,878

Down $149,438 (-31%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2015

Assets$6,656,263
Liabilities$0
Net Assets$6,656,263
Open 2015 Filing

Operations Trend

Revenue Growth11th percentile

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

2015

Revenue$406,902
Expenses$80,024
Net Income$326,878
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 2, 2016
Return Version
2014v6.0
Gross Receipts
$418,098
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.

The endowment applies contributions received to charitable or educational projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,619,199$6,656,263▲ $37,064
Investments Other Securities$6,119,200$6,102,693▼ $16,507
Savings and Temporary Cash Investments$410,851$431,324▲ $20,473
Land, Buildings, and Equipment, Net$8,112$50,828▲ $42,716
Cash and Non-Interest-Bearing Accounts$61,529$50,775▼ $10,754
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,619,199$6,656,263▲ $37,064
Other Assets Total$19,507$20,643▲ $1,136
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,619,199$6,656,263▲ $37,064
Total Liabilities and Net Assets / Fund Balance$6,619,199$6,656,263▲ $37,064

Asset Categories

AssetBook ValueDepreciationBasis
Land$50,828--
Other Securities$761,947--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$6,092,236$241,608▲ $262,246-$6,532,227
2013$5,729,166$17,925▲ $392,967-$6,092,236
2012$5,471,563$50,068▲ $254,216-$5,729,166
2011$4,934,544$105,950▲ $504,351-$5,471,563
2010$4,589,627$153,589▲ $261,570-$4,934,544
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Patrick CarrollChairperson
Bill VespaDirector
Christopher MychajlukDirector
Chuck HildebrandDirector
Craig AndersonDirector
Mark SanderDirector
Peter OserDirector
Reggie WinnerDirector
Steven GhirardoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$96,559
Program Service Revenue
$0
Investment Income
$278,608
Other Revenue
$31,735
All Other Contributions
$87,944
Change in Net Assets
$326,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,863
Other Expenses$16,161
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,628--$26,628
Foreign Grants$20,235--$20,235
Grants to Domestic Individuals$17,000--$17,000
Fees for Services Accounting-$6,300-$6,300
Payments to Affiliates-$4,427-$4,427
Fees for Service Investment Mgmnt Fees-$3,777-$3,777
Other Expenses-$95-$95
Office Expenses-$49-$49
Total Functional Expenses$63,863$16,161$0$80,024
International Activity

International Summary

Offices
0
Employees
0
Spending
$20,235

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
MexicoProgram Services Located in RegionProject Amigo Funds Educational and Health Services in Colima, Mexico to Needy Children and Their Families. It Also Coordinates Volunteer Activities and Projects.00$9,000
Southeast AsiaProgram Services Located in RegionEast Meets West Transforms the Health, Education and Communities of Disadvantaged People in Southeast Asia by Building Partnerships, Developing Opportunities and Creating Sustainable Solutions.00$3,245
MexicoProgram Services Located in RegionCopper Canyon Project Provides for an Orphanage Located in Mexico.00$3,225
ColombiaProgram Services Located in RegionFundacion Rotaria Procolombia- Centenario Provides a Literacy Program for Children at Community Center at Altos De La Florida in Bogota, Colombia.00$2,050
PhilippinesProgram Services Located in RegionRotary Club of West Davao Provides Uniforms and School Supplies for Children in Don Bosco Boys Town Orphanage in Davao City, Philippines.00$1,215
North America - Canada and Mexico, But Not the United StatesProgram Services Located in RegionGlobal Re-vision Network Distributes Recycled Eyeglasses to the Needy.00$500
PhilippinesProgram Services Located in RegionLifeplant (rotoplant) Provides Kidney Transplants to Patients in Developing Countries.00$500
Southeast AsiaProgram Services Located in RegionShin Shin Educational Foundation Provides Funding and Services to Construct or Renovate Primary Schools in the Remote, Rural and Despondent Regions of China and Continues to Improve Their Learning Environment, So as to Reduce the Disparity in the Quality of Education Between Urban and Rural Areas in China.00$500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$42,931
Fundraising Direct Expenses$11,196
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Polenta Feed$46,648$38,033$2,555$35,478
Car Wash$4,898$4,898-$4,898
Total Events$51,546$42,931$11,196$31,735
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Novato rotary endowment governing body was given the return to review and upon their approval the return was filed.”

Form 990, Part VI, Section B, Line 12C

“The rotary endowment has a monthly meeting where the conflict of interest policy is monitored.”

Form 990, Part VI, Section C, Line 19

“The endowment will provide its governing documents, conflict of interest policy and financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Novato Rotary Endowment Co Steven Ghirardo
EIN
94-3168507
Phone
4158975678
Address
7200 REDWOOD BLVD NO 403, NOVATO, CA 94945-4110

Signing Officer

Name
Steven Ghirardo
Title
Treasurer
Phone
4158975030
Signed
2016-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Carroll
Formed
1992
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
40

Preparer

Firm
Stephen J Delahunty CPA
Address
1500 GRANT AVE SUITE 200, NOVATO, CA 94945
Preparer
Stephen J Delahunty CPA
Phone
4158985300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“The following program services were new for 2014: shin shin educational foundation, copper canyon, hamilton field history museum, north bay children's center, ambassadors of hope and opportunity, rotary foundation of rotary international, the quest church, hamilton meadow park school, thrive network, global re-vision, and san marin high school.”

Form 990, Part III, Line 3

“The following program services existed in 2013 but not in 2014: rotary club of silves, and specks and bucks.”

Financial Statement Notes

PART V, LINE 4:

“The 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.”

Raw XML AppendixShowing 400 of 636 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/ProgSrvcAccomActy2Grp/ExpenseAmt09000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt09000
IRS990/ProgSrvcAccomActy3Grp/Desc0NOVATO YOUTH CENTER INSPIRES AND PREPARES YOUTH TO SUCCEED BY SUPPORTING THEIR DEVELOPMENT IN ACADEMICS AND LEARNING THROUGH K-5 SCHOLARSHIPS AWARDED TO STUDENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04600
IRS990/ProgSrvcAccomActy3Grp/GrantAmt04600
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE 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/ProgSrvcAccomActyOtherGrp/Desc1SHIN SHIN EDUCATIONAL FOUNDATION PROVIDES FUNDING AND SERVICES TO CONSTRUCT OR RENOVATE PRIMARY SCHOOLS IN THE REMOTE, RURAL AND DESPONDENT REGIONS OF CHINA AND CONTINUES TO IMPROVE THEIR LEARNING ENVIRONMENT, SO AS TO REDUCE THE DISPARITY IN THE QUALITY OF EDUCATION BETWEEN URBAN AND RURAL AREAS IN CHINA.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2FUNDACION ROTARIA PROCOLOMBIA- CENTENARIO PROVIDES A LITERACY PROGRAM FOR CHILDREN AT THE COMMUNITY CENTER AT ALTOS DE LA FLORIDA IN BOGOTA, COLOMBIA.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3ROTARY CLUB OF WEST DAVAO PROVIDES UNIFORMS AND SCHOOL SUPPLIES FOR CHILDREN IN DON BOSCO BOYS' TOWN ORPHANAGE IN DAVAO CITY, PHILIPPINES.
IRS990/ProgSrvcAccomActyOtherGrp/Desc4THE GLOBAL RE-VISION NETWORK DISTRIBUTES RECYCLED EYEGLASSES TO THE NEEDY.
IRS990/ProgSrvcAccomActyOtherGrp/Desc5COPPER CANYON PROJECT PROVIDES FOR AN ORPHANAGE LOCATED IN MEXICO.
IRS990/ProgSrvcAccomActyOtherGrp/Desc6DONATION 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.
IRS990/ProgSrvcAccomActyOtherGrp/Desc7RESPECTING OUR ELDERS DISTRIBUTES FREE FRESH FOOD TO NEEDY SENIORS AND OTHER IN MARIN COUNTY.
IRS990/ProgSrvcAccomActyOtherGrp/Desc8HAMILTON FIELD HISTORY MUSEUM PRESERVES THE HISTORY OF THE FORMER AIR FORCE BASE BUILT DURING THE GREAT DEPRESSION. IN 1976, THE AIRFIELD CLOSED BUT THE AREA WAS USED AS AN INTRODUCTION CENTER FOR REFUGEES FROM SOUTHEAST ASIA, CAMBODIANS, VIETNAMESE AND LAOTIANS WHO WERE ESTABLISHING HOMES IN THE UNITED STATES.
IRS990/ProgSrvcAccomActyOtherGrp/Desc9TEACHER AWARDS PROJECT IS A TEACHER RECOGNITION PROGRAM THAT AWARDS OUTSTANDING TEACHERS ANNUALLY IN EACH OF THE SCHOOLS IN NOVATO, CALIFORNIA.
IRS990/ProgSrvcAccomActyOtherGrp/Desc10NORTH BAY CHILDREN'S INC. PROVIDES A NURTURING ENVIRONMENT FOR CHILDREN THAT FOSTERS THEIR EMOTIONAL, INTELLECTUAL, SOCIAL AND PHYSICAL WELL-BEING.
IRS990/ProgSrvcAccomActyOtherGrp/Desc11AMBASSADORS OF HOPE AND OPPORTUNITY WORKS TO PREVENT HOMELESSNESS OF YOUTH FROM AGES 18-25.
IRS990/ProgSrvcAccomActyOtherGrp/Desc12BLUE STAR MOMS INC. PROMOTES THE WELL-BEING AND PUBLIC SUPPORT OF MEN AND WOMEN ON ACTIVE DUTY, GUARD, OR RESERVE WITH ANY OF THE UNITED STATES ARMED FORCES, AND PROMOTES THE WELL-BEING AND PUBLIC SUPPORT OF THE VETERANS OF ANY BRANCH OF THE UNITED STATES.
IRS990/ProgSrvcAccomActyOtherGrp/Desc13WHEELERS FOR THE WOUNDED IN CALIFORNIA IS COMMITTED TO SUPPORTING OUR NATIONS WOUNDED VETERANS WITH OUTDOOR ACTIVITIES AND 4X4 OFF ROADING.
IRS990/ProgSrvcAccomActyOtherGrp/Desc14FUNDS DONATED TO THE SAN MARIN HIGH SCHOOL WERE USED FOR THE SAT TEST PREPARATION PROGRAM.
IRS990/ProgSrvcAccomActyOtherGrp/Desc15FUNDS DONATED TO THE ST. VINCENT DE PAUL SOCIETY OF MARIN WERE USED TOWARD THE ROTATING EMERGENCY SHELTER TEAM (REST) PROGRAM.
IRS990/ProgSrvcAccomActyOtherGrp/Desc16FUNDS DONATED TO THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL WERE USED TOWARD THE POLIO PLUS FUND TO HELP ERADICATE POLIO INTERNATIONALLY.
IRS990/ProgSrvcAccomActyOtherGrp/Desc17FUNDS DONATED TO THE QUEST CHURCH WERE USED TO PAY FOR THE FACILITY CLEANING EXPENSE AFTER HOSTING AS A HOMELESS SHELTER FOR ONE NIGHT.
IRS990/ProgSrvcAccomActyOtherGrp/Desc18FUNDS DONATED TO THE SAN MARIN HIGH SCHOOL WERE USED TO PURCHASE A NEW EQUIPMENT CONTAINER FOR THE GARY GATES ATHLETIC FIELD AT THE HIGH SCHOOL.
IRS990/ProgSrvcAccomActyOtherGrp/Desc19HAMILTON MEADOW PARK SCHOOL PROVIDES A SUPPORTIVE LEARNING ENVIRONMENT DEVOTED TO THE ACADEMIC EXCELLENCE AND THE SOCIAL-EMOTIONAL AND PHYSICAL GROWTH OF ALL STUDENTS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc20AMERICAN 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/ProgSrvcAccomActyOtherGrp/ExpenseAmt03245
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt22050
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt31215
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt4500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt53225
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt6500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt71500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt82497
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt93800
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt101500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt11500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt122000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt131000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt14500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt151000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt16125
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt17250
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt183531
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt193325
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt20500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt03245
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt1500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt22050
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt31215
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt4500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt53225
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt6500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt71500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt82497
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt93800
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt101500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt11500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt122000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt131000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt14500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt151000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt16125
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt17250
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt183531
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt193325
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt20500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt028377
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt047822
IRS990/PYInvestmentIncomeAmt0142451
IRS990/PYOtherExpensesAmt037408
IRS990/PYOtherRevenueAmt0390718
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0476316
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt085230
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0561546
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0326878
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06619199
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06656263
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0410851
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0431324
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION MADE THE DETERMINATION THAT THE SUPPORTED ORGANIZATION QUALIFIED UNDER SECTION 501(C)(4) BY REVIEW OF THEIR PRIOR TAX RETURNS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B
IRS990ScheduleA/InvestmentIncomePYPct00.53490
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportPY509Pct00.46510
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0946174106
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt020571
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF NOVATO
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt020571
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06092236
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0241608
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06532227
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt063863
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0262246
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05729166
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt017925
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06092236
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt047822
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0392967
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05471563
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt050068
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05729166
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt046681
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0254216
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04934544
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0105950
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05471563
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt073282
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0504351
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04589627
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0153589
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04934544
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt070242
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0261570
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt082050
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt063863
IRS990ScheduleD/DonorAdvisedFundsHeldCnt09
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt05832227
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0700000
IRS990ScheduleD/LandGrp/BookValueAmt050828
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt050828
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05340746
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1761947
IRS990ScheduleD/OtherSecuritiesGrp/Desc0STIFEL, NICOLAUS & CO - ACCT #0831
IRS990ScheduleD/OtherSecuritiesGrp/Desc1STIFEL, NICOLAUS & CO - ACCT #1837
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,656,263
Liabilities
$0
Net assets
$6,656,263
Revenue
$406,902
Expenses
$80,024
Net income
$326,878
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