Civic Intelligence

Novato Rotary Endowment

990 • Fiscal year 2019 • EIN 94-3168507

Jul 01, 2018 to Jun 30, 2019 • Filed on May 15, 2020

Organization ProfileWWW.NOVATOROTARY.ORG
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.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

57th percentile

5.2%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

83%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$7,146,375

Up $355,950 (+5.2%) from 2018

Net Assets

Up

$7,146,375

Up $355,950 (+5.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin96th percentile

Revenue

Up

$381,909

Up $172,953 (+83%) from 2018

Expenses

Down

$91,987

Down $25,709 (-22%) from 2018

Net Income

Up

$289,922

Up $198,662 (+218%) from 2018

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

2019

Assets$7,146,375
Liabilities$0
Net Assets$7,146,375
Open 2019 Filing

Operations Trend

Revenue Growth93rd 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

2019

Revenue$381,909
Expenses$91,987
Net Income$289,922
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 15, 2020
Return Version
2018v3.2
Gross Receipts
$381,909
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,790,425$7,146,375▲ $355,950
Investments in Publicly Traded Securities$6,147,816$6,237,497▲ $89,681
Savings and Temporary Cash Investments$501,829$761,503▲ $259,674
Cash and Non-Interest-Bearing Accounts$64,449$72,004▲ $7,555
Total Assets$6,790,425$7,146,375▲ $355,950
Other Assets Total$76,331$75,371▼ $960
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,790,425$7,146,375▲ $355,950
Total Liabilities and Net Assets / Fund Balance$6,790,425$7,146,375▲ $355,950

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$6,727,245---$6,532,227
2016$6,661,330---$6,532,227
2015$6,532,227---$6,532,227
2014$6,092,236$82,050▲ $421,804-$6,532,227
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$211,348
Program Service Revenue
$61,122
Investment Income
$109,439
Other Revenue
$0
All Other Contributions
$211,348
Change in Net Assets
$289,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$59,437
Grants and Similar Amounts Paid$32,550
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$26,000--$26,000
Fees for Services Accounting$4,087$4,088-$8,175
Foreign Grants$6,550--$6,550
Fees for Service Investment Mgmnt Fees$3,438$2,205-$5,643
All Other Expenses$4,689--$4,689
Other Expenses$3,565--$3,565
Office Expenses$358$36-$394
Total Functional Expenses$85,658$6,329$0$91,987
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
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
Yes
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 15A

“The novato rotary endowment has no paid staff.”

Form 990, Page 6, Part VI, 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
Bradford J Williams
Title
Treasurer
Signed
2020-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bradford J Williams
Formed
1992
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
100

Preparer

Firm
Jannisse & Hull Cpas
Address
7599 REDWOOD BLVD SUITE 210, NOVATO, CA 94945
Preparer
Tamara S Hull
Phone
4158985300
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Raw XML Appendix339 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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS GRANTED TO S
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE APPROVED BY THE NOVATO ROTARY CLUB BOARD OF DIRECTORS BASED ON THE ANALYSIS OF THE CURRENT NEEDS OF THE COMMUNITY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ROTARY ENDOWMENT HAS A MONTHLY MEETING WHERE THE CONFLICT OF INTEREST POLICY IS MONITORED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE NOVATO ROTARY ENDOWMENT HAS NO PAID STAFF.
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 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxExemptBondsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt085658
IRS990/TotalFunctionalExpensesGrp/TotalAmt091987
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ReturnHeader/FilingSecurityInformation/IPTm017:14:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942697002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JANNISSE & HULL CPAS
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMARA S HULL
ReturnHeader/ReturnTs02020-05-15T17:14:40-05:00
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ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,146,375
Liabilities
$0
Net assets
$7,146,375
Revenue
$381,909
Expenses
$91,987
Net income
$289,922
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