Civic Intelligence

Novato Rotary Endowment

990 • Fiscal year 2021 • EIN 94-3168507

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

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

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

90th percentile

60%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

45th percentile

7.4%

Faster asset growth than 45% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

14%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$7,847,944

Up $539,950 (+7.4%) from 2020

Net Assets

Up

$7,847,944

Up $539,950 (+7.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin90th percentile

Revenue

Up

$370,801

Up $44,209 (+14%) from 2020

Expenses

Down

$149,733

Down $15,240 (-9.2%) from 2020

Net Income

Up

$221,068

Up $59,449 (+37%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2021

Assets$7,847,944
Liabilities$0
Net Assets$7,847,944
Open 2021 Filing

Operations Trend

Revenue Growth53rd 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

2021

Revenue$370,801
Expenses$149,733
Net Income$221,068
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.0
Gross Receipts
$370,801
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$1,612,407$1,926,201▲ $313,794
Savings and Temporary Cash Investments$806,998$766,659▼ $40,339
Cash and Non-Interest-Bearing Accounts$64,239$80,221▲ $15,982
Total Assets$7,307,994$7,847,944▲ $539,950
Other Assets Total$4,824,350$5,074,863▲ $250,513
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,237,659$7,210,694▲ $973,035
Net Assets Without Donor Restrictions$1,070,335$637,250▼ $433,085
Total Net Assets Fund Balance$7,307,994$7,847,944▲ $539,950
Total Liabilities and Net Assets / Fund Balance$7,307,994$7,847,944▲ $539,950

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$19,339--

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
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$328,464
Program Service Revenue
$15,287
Investment Income
$27,050
Other Revenue
$0
All Other Contributions
$328,464
Change in Net Assets
$221,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$118,550
Other Expenses$31,183
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$116,500--$116,500
Fees for Service Investment Mgmnt Fees$5,879$2,680-$8,559
Fees for Services Accounting$4,050$4,050-$8,100
Foreign Grants$2,050--$2,050
Other Expenses$100--$100
Office Expenses$55--$55
All Other Expenses$3--$3
Total Functional Expenses$143,003$6,730$0$149,733
International Activity

International Summary

Spending
$2,050

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 LocCommunity Aid--$2,050
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
2022-05-11
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

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 Appendix359 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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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0COMMUNITY AID
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES LOC
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt02050
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0COLOMBIA 2,050 0
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 3
IRS990ScheduleF/TotalSpentAmt02050
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0116500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS GRANTED TO S
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt065
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/TotalAssetsBOYAmt07307994
IRS990/TotalAssetsEOYAmt07847944
IRS990/TotalAssetsGrp/BOYAmt07307994
IRS990/TotalAssetsGrp/EOYAmt07847944
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0328464
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06730
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0143003
IRS990/TotalFunctionalExpensesGrp/TotalAmt0149733
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07307994
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07847944
IRS990/TotalProgramServiceExpensesAmt0143003
IRS990/TotalProgramServiceRevenueAmt015287
IRS990/TotalRevenueGrp/ExclusionAmt023717
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018620
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0370801
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07307994
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07847944
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01013 2ND ST
IRS990/USAddress/CityNm0NOVATO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094947
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/SignatureDt02022-05-11
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/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMARA S HULL
ReturnHeader/ReturnTs02022-05-12T18:25:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRADFORD J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,847,944
Liabilities
$0
Net assets
$7,847,944
Revenue
$370,801
Expenses
$149,733
Net income
$221,068
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