Civic Intelligence

Novato Rotary Endowment

990 • Fiscal year 2018 • EIN 94-3168507

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

Organization ProfileWWW.NOVATOROTARY.COM
1013 2nd StreetNovato, CA 94945

(415) 883-5400

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

49th percentile

1.4%

Faster asset growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

21%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$6,790,425

Up $91,260 (+1.4%) from 2017

Net Assets

Up

$6,790,425

Up $91,260 (+1.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin89th percentile

Revenue

Up

$208,956

Up $35,784 (+21%) from 2017

Expenses

Up

$117,696

Up $50,426 (+75%) from 2017

Net Income

Down

$91,260

Down $14,642 (-14%) from 2017

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

2018

Assets$6,790,425
Liabilities$0
Net Assets$6,790,425
Open 2018 Filing

Operations Trend

Revenue Growth77th 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

2018

Revenue$208,956
Expenses$117,696
Net Income$91,260
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$234,099
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$6,699,165$6,790,425▲ $91,260
Investments Other Securities$6,038,547$6,147,816▲ $109,269
Savings and Temporary Cash Investments$432,341$501,829▲ $69,488
Cash and Non-Interest-Bearing Accounts$152,014$64,449▼ $87,565
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,699,165$6,790,425▲ $91,260
Other Assets Total$76,263$76,331▲ $68
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,699,165$6,790,425▲ $91,260
Total Liabilities and Net Assets / Fund Balance$6,699,165$6,790,425▲ $91,260

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$853,045--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$6,661,330-▲ $27,115-$6,649,645
2016$6,661,330---$6,661,330
2015$6,532,227$130,190--$6,661,330
2014$6,092,236$82,050▲ $421,804-$6,532,227
2013$5,729,166$17,925▲ $392,967-$6,092,236
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Jay WaynePresident
Craig AndersonVice President
Robert HaffSecretary
Bradford J WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$45,418
Program Service Revenue
$0
Investment Income
$111,816
Other Revenue
$51,722
All Other Contributions
$45,418
Change in Net Assets
$91,260
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$87,544
Grants and Similar Amounts Paid$30,152
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,052--$24,052
Other Expenses$8,272--$8,272
Fees for Services Accounting-$7,200-$7,200
Foreign Grants$6,100--$6,100
Fees for Service Investment Mgmnt Fees-$1,167-$1,167
Office Expenses$181--$181
Total Functional Expenses$109,329$8,367$0$117,696
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Novato Theatre RestorationNovato, CA501(c)(3)SUPPORT ORGANIZATION'S WORK TO RESTORE THE LOCAL THEATER IN NOVATO, CALIFORNIA$17,962
North Marin Community Services (formerly Novato Youth Center)Novato, CA501(c)(3)SUPPORT ORGANIZATION'S WORK IN NOVATO, CALIFORNIA$6,090

International Summary

Offices
0
Employees
0
Spending
$6,100

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
ColombiaProgram Services Located in RegionCommunity Center in Bogota00$3,050
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$3,050
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$77,889
Fundraising Direct Expenses$25,143
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Polenta Feed$54,309$54,309$4,377$49,932
Car Wash$4,675$4,675-$4,675
Total Events$77,589$77,589$24,843$52,746
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 11B

“Novato rotary endowment's 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 B, Line 15

“The rotary endowment has no paid staff.”

Form 990, Part VI, Section C, Line 18

“The endowment will make its form 1023 and 990 available for public inspection upon request.”

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
EIN
94-3168507
Phone
4158835400
Address
1013 2ND STREET, NOVATO, CA 94945

Signing Officer

Name
Brad Williams
Title
Treasurer
Phone
4158835400
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
F Patrick Carroll
Formed
1992
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Delahunty Jannisse Hull Cpas
Address
1500 GRANT AVENUE SUITE 200, NOVATO, CA 94945
Preparer
Tamara S Hull CPA
Phone
4158985300
Supplemental Narrative

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 465 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.

Path#Value
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0130190
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06661330
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01087
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06092236
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt082050
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06532227
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt063863
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0421804
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05729166
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt017925
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06092236
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt047822
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0392967
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05294771
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1853045
IRS990ScheduleD/OtherSecuritiesGrp/Desc0STIFEL NICOLAS- ACCT #0831
IRS990ScheduleD/OtherSecuritiesGrp/Desc1STIFEL NICOLAS- ACCT #1837
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt06147816
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt03050
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt13050
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0PHILIPPINES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1COLOMBIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0ROTARY CLUB OF WEST DAVAO PROVIDES UNIFORMS AND SCHOOL SUPPLIES FOR CHILDREN IN DON BOSCO BOYS TOWN ORPHANAGE IN DAVAO CITY, PHILIPPINES.
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1COMMUNITY CENTER IN BOGOTA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES LOCATED IN REGION
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1PROGRAM SERVICES LOCATED IN REGION
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt06100
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE APPROVED BY THE NOVATO ROTARY CLUB BOARD OF DIRECTORS BASED ON THE ANALYSIS OF THE CURRENT NEEDS OUTSIDE OF THE UNITED STATES.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt06100
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024843
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0POLENTA FEED
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CAR WASH
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05293
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05293
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077589
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt054309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt077589
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052746
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04377
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04377
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02900
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt012273
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt015173
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt06090
IRS990ScheduleI/RecipientTable/CashGrantAmt117962
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT ORGANIZATION'S WORK IN NOVATO, CALIFORNIA
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT ORGANIZATION'S WORK TO RESTORE THE LOCAL THEATER IN NOVATO, CALIFORNIA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NORTH MARIN COMMUNITY SERVICES (FORMERLY NOVATO YOUTH CENTER)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NOVATO THEATRE RESTORATION
IRS990ScheduleI/RecipientTable/RecipientEIN0941735064
IRS990ScheduleI/RecipientTable/RecipientEIN1900642227
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0680 WILSON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1924 GRANT AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NOVATO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NOVATO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094947
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194945
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE APPROVED BY THE NOVATO ROTARY CLUB BOARD OF DIRECTORS BASED ON THE ANALYSIS OF THE CURRENT NEEDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOVATO ROTARY ENDOWMENT'S GOVERNING BODY WAS GIVEN THE RETURN TO REVIEW AND UPON THEIR APPROVAL THE RETURN WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ROTARY ENDOWMENT HAS A MONTHLY MEETING WHERE THE CONFLICT OF INTEREST POLICY IS MONITORED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ROTARY ENDOWMENT HAS NO PAID STAFF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ENDOWMENT WILL MAKE ITS FORM 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ENDOWMENT WILL PROVIDE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY DISTRICT 5150 CHARITABLE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0943287988
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO COLLECT MONEY AND DISTRIBUTE IT TO VARIOUS NON-PROFIT ORGANIZATIONS.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0C/O 3006 TOPAZ DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NOVATO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094945
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06699165
IRS990/TotalAssetsEOYAmt06790425
IRS990/TotalAssetsGrp/BOYAmt06699165
IRS990/TotalAssetsGrp/EOYAmt06790425
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt045418
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08367
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109329
IRS990/TotalFunctionalExpensesGrp/TotalAmt0117696

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,790,425
Liabilities
$0
Net assets
$6,790,425
Revenue
$208,956
Expenses
$117,696
Net income
$91,260
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