Civic Intelligence

Novato Rotary Endowment

990 • Fiscal year 2020 • EIN 94-3168507

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

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.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

38th percentile

2.3%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-14%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$7,307,994

Up $161,619 (+2.3%) from 2019

Net Assets

Up

$7,307,994

Up $161,619 (+2.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin90th percentile

Revenue

Down

$326,592

Down $55,317 (-14%) from 2019

Expenses

Up

$164,973

Up $72,986 (+79%) from 2019

Net Income

Down

$161,619

Down $128,303 (-44%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2020

Assets$7,307,994
Liabilities$0
Net Assets$7,307,994
Open 2020 Filing

Operations Trend

Revenue Growth24th 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

2020

Revenue$326,592
Expenses$164,973
Net Income$161,619
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$326,592
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
Investments in Publicly Traded Securities$6,237,497$1,612,407▼ $4,625,090
Savings and Temporary Cash Investments$761,503$806,998▲ $45,495
Cash and Non-Interest-Bearing Accounts$72,004$64,239▼ $7,765
Total Assets$7,146,375$7,307,994▲ $161,619
Other Assets Total$75,371$4,824,350▲ $4,748,979
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,868,849$6,237,659▼ $631,190
Net Assets Without Donor Restrictions$277,526$1,070,335▲ $792,809
Total Net Assets Fund Balance$7,146,375$7,307,994▲ $161,619
Total Liabilities and Net Assets / Fund Balance$7,146,375$7,307,994▲ $161,619

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$18,826--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$6,237,659----
2018$6,237,497----
2017$6,727,245---$6,532,227
2016$6,661,330---$6,532,227
2015$6,532,227---$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
$231,651
Program Service Revenue
$63,219
Investment Income
$31,722
Other Revenue
$0
All Other Contributions
$231,651
Change in Net Assets
$161,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$99,050
Other Expenses$65,923
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$86,500--$86,500
Foreign Grants$12,550--$12,550
Fees for Services Accounting$4,050$4,050-$8,100
Fees for Service Investment Mgmnt Fees$4,445$1,717-$6,162
Other Expenses$900--$900
Office Expenses$71--$71
Total Functional Expenses$159,206$5,767$0$164,973
International Activity

International Summary

Spending
$11,071

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
PhillipinesProgram Services LocAid for Children--$4,521
MexicoProgrma Services LocEducation Aid--$3,000
ColombiaProgram Services LocCommunity Aid--$2,050
GuatemalaProgram Services LocMedical Aid--$1,500
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
Annual disclosure for covered persons
Yes
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
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
2021-05-17
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 Appendix365 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherContributionsAmt0231651
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRAD WILLIAMS
IRS990/BooksInCareOfDetail/PhoneNum04158835400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01013 2ND STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0NOVATO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094945
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt072004
IRS990/CashNonInterestBearingGrp/EOYAmt064239
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0231651
IRS990/CYGrantsAndSimilarPaidAmt099050
IRS990/CYInvestmentIncomeAmt031722
IRS990/CYOtherExpensesAmt065923
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt063219
IRS990/CYRevenuesLessExpensesAmt0161619
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0164973
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0326592
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0ROTARY CLUB OF NOVATO SCHOLARSHIPS ARE DISTRIBUTED TO STUDENTS GRADUATING FROM LOCAL HIGH SCHOOLS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt06868849
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt06237659
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt089228
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04050
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt04050
IRS990/FeesForServicesAccountingGrp/TotalAmt08100
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01717
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt04445
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06162
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt012550
IRS990/ForeignGrantsGrp/TotalAmt012550
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0CRAIG ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT HAFF
IRS990/Form990PartVIISectionAGrp/PersonNm2JAY WAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm3BRADFORD J WILLIAMS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt086500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt086500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt086500
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0326592
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt012192
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt019530
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031722
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06237497
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01612407
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
IRS990/NetAssetsOrFundBalancesBOYAmt07146375
IRS990/NetAssetsOrFundBalancesEOYAmt07307994
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0277526
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01070335
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt071
IRS990/OfficeExpensesGrp/TotalAmt071
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt075371
IRS990/OtherAssetsTotalGrp/EOYAmt04824350
IRS990/OtherExpensesGrp/Desc0LOCAL PROJECTS
IRS990/OtherExpensesGrp/Desc1BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc2PROJECT AMIGO
IRS990/OtherExpensesGrp/ProgramServicesAmt049258
IRS990/OtherExpensesGrp/ProgramServicesAmt11432
IRS990/OtherExpensesGrp/ProgramServicesAmt2900
IRS990/OtherExpensesGrp/TotalAmt049258
IRS990/OtherExpensesGrp/TotalAmt11432
IRS990/OtherExpensesGrp/TotalAmt2900
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BRADFORD J WILLIAMS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0POLENTA FEED
IRS990/ProgramServiceRevenueGrp/Desc1CAR WASH
IRS990/ProgramServiceRevenueGrp/ExclusionAmt058479
IRS990/ProgramServiceRevenueGrp/ExclusionAmt14740
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt058479
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14740
IRS990/ProgSrvcAccomActy2Grp/Desc0PROJECTS BENEFITTING LOCAL AND INTERNATIONAL PEOPLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt069978
IRS990/ProgSrvcAccomActy2Grp/GrantAmt012550
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0211348
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt032550
IRS990/PYInvestmentIncomeAmt0109439
IRS990/PYOtherExpensesAmt059437
IRS990/PYProgramServiceRevenueAmt061122
IRS990/PYRevenuesLessExpensesAmt0289922
IRS990/PYTotalExpensesAmt091987
IRS990/PYTotalRevenueAmt0381909
IRS990/ReconcilationRevenueExpnssAmt0161619
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt063219
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0761503
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0806998
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0231651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0211348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0442999
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012192
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0109439
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0121631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt019530
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt063219
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt061122
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0124341
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012192
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0109439
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0121631
IRS990ScheduleA/InvestmentIncomeCYPct00.17000
IRS990ScheduleA/InvestmentIncomePYPct00.29000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.82830
IRS990ScheduleA/PublicSupportPY509Pct00.71340
IRS990ScheduleA/PublicSupportTotal509Amt0586870
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0314400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0272470
IRS990ScheduleA/Total509Grp/TotalAmt0586870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0326592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0381909
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0708501
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06237659
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06237497
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06727245
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06532227
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06661330
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06532227
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06532227
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06532227
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04805524
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt118826
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CAPITALIZED LAND ACQUISITION COSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1LIFE INSURANCE POLICY CASH SURRENDER
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04824350
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt04521
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt12050
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt21500
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt33000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0PHILLIPINES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1COLOMBIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2GUATEMALA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3MEXICO
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0AID FOR CHILDREN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1COMMUNITY AID
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2MEDICAL AID
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt3EDUCATION AID
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES LOC
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1PROGRAM SERVICES LOC
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2PROGRAM SERVICES LOC
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3PROGRMA SERVICES LOC
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt06000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0AID FOR CHILDREN
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt011071
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0PHILLIPINES 4,521 0 COLOMBIA 2,050 0 GUATEMALA 1,500 0 MEXICO 3,000 0
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 3
IRS990ScheduleF/TotalSpentAmt011071
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt086500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS GRANTED TO S
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt060
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE APPROVED BY THE NOVATO ROTARY CLUB BOARD OF DIRECTORS BASED ON THE ANALYSIS OF THE CURRENT NEEDS OF THE COMMUNITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07146375
IRS990/TotalAssetsEOYAmt07307994
IRS990/TotalAssetsGrp/BOYAmt07146375
IRS990/TotalAssetsGrp/EOYAmt07307994
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0231651
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05767
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0159206
IRS990/TotalFunctionalExpensesGrp/TotalAmt0164973
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07146375
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07307994
IRS990/TotalProgramServiceExpensesAmt0159206
IRS990/TotalProgramServiceRevenueAmt063219
IRS990/TotalRevenueGrp/ExclusionAmt075411
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019530
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0326592
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07146375
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07307994
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.NOVATOROTARY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADFORD J WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NOVATO ROTARY ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0NOVA
ReturnHeader/Filer/EIN0943168507
ReturnHeader/Filer/PhoneNum04158835400
ReturnHeader/Filer/USAddress/AddressLine1Txt01013 2ND STREET
ReturnHeader/Filer/USAddress/CityNm0NOVATO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094945
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942697002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JANNISSE & HULL CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07599 REDWOOD BLVD SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NOVATO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094945
ReturnHeader/PreparerPersonGrp/PhoneNum04158985300
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMARA S HULL
ReturnHeader/ReturnTs02021-05-17T23:22:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,307,994
Liabilities
$0
Net assets
$7,307,994
Revenue
$326,592
Expenses
$164,973
Net income
$161,619
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