Liabilities / Assets
8th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2024 • EIN 94-3168507
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
8th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
8th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
22nd percentile
Higher top officer pay than 22% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
45th percentile
Faster asset growth than 45% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
Assets
Up$8,108,755
Up $256,894 (+3.3%) from 2023
Net Assets
Up$8,108,755
Up $256,894 (+3.3%) from 2023
Liabilities
Flat$0
Flat from 2023
Revenue
Up$256,767
Up $54,982 (+27%) from 2023
Expenses
Up$178,812
Up $22,642 (+14%) from 2023
Net Income
Up$77,955
Up $32,340 (+71%) from 2023
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $2,118,254 | $2,314,521 | ▲ $196,267 |
| Savings and Temporary Cash Investments | $563,101 | $649,682 | ▲ $86,581 |
| Cash and Non-Interest-Bearing Accounts | $90,273 | $84,684 | ▼ $5,589 |
| Total Assets | $7,851,861 | $8,108,755 | ▲ $256,894 |
| Other Assets Total | $5,080,233 | $5,059,868 | ▼ $20,365 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $7,291,217 | $7,570,623 | ▲ $279,406 |
| Net Assets Without Donor Restrictions | $560,644 | $538,132 | ▼ $22,512 |
| Total Net Assets Fund Balance | $7,851,861 | $8,108,755 | ▲ $256,894 |
| Total Liabilities and Net Assets / Fund Balance | $7,851,861 | $8,108,755 | ▲ $256,894 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $5,059,868 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2019 | $6,237,659 | - | - | - | - |
| Name | Title |
|---|---|
| Craig Anderson | President |
| Al Shirley | Board Member |
| Dennis Baldwin | Board Member |
| Jim Bates | Board Member |
| Peter Pelavin | Secretary |
| Bradford J Williams | Treasurer |
| Peter Oser | Vice Preside |
| Line Item | Amount |
|---|---|
| Other Expenses | $107,722 |
| Grants and Similar Amounts Paid | $71,090 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $61,600 | - | - | $61,600 |
| Fees for Service Investment Mgmnt Fees | $6,752 | $3,590 | - | $10,342 |
| Foreign Grants | $9,490 | - | - | $9,490 |
| Fees for Services Accounting | $4,650 | $4,650 | - | $9,300 |
| All Other Expenses | $8,835 | - | - | $8,835 |
| Other Expenses | $7,895 | - | - | $7,895 |
| Office Expenses | $613 | $167 | - | $780 |
| Total Functional Expenses | $170,405 | $8,407 | $0 | $178,812 |
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| Colombia | Program Services Loc | Community Aid | - | - | $4,995 |
| Mexico | Program Services Loc | Community Aid | - | - | $1,985 |
| Uganda | Program Services Loc | Community Aid | - | - | $500 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“No review was or will be conducted.”
“The rotary endowment has a monthly meeting where the conflict of interest policy is monitored.”
“The novato rotary endowment has no paid staff.”
“The endowment will provide its governing documents, conflict of interest policy and financial statements to the public upon request.”
“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.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AllOtherContributionsAmt | 0 | 92891 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 8835 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 8835 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | BRADFORD J WILLIAMS |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7077531885 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 657 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | NOVATO |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 949480657 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 90273 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 84684 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 92891 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 71090 |
| IRS990/CYInvestmentIncomeAmt | 0 | 73208 |
| IRS990/CYOtherExpensesAmt | 0 | 107722 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 90668 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 77955 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 178812 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 256767 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | false |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | ROTARY CLUB OF NOVATO SCHOLARSHIPS ARE DISTRIBUTED TO STUDENTS GRADUATING FROM LOCAL HIGH SCHOOLS |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | true |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 7291217 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 7570623 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | true |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 86918 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 4650 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 4650 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 9300 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 3590 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 6752 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 10342 |
| IRS990/ForeignActivitiesInd | 0 | true |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/ProgramServicesAmt | 0 | 9490 |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 9490 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | CRAIG ANDERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DENNIS BALDWIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JIM BATES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | PETER OSER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | PETER PELAVIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | AL SHIRLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | BRADFORD J WILLIAMS |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | VICE PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TREASURER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1992 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantAmt | 0 | 61600 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 61600 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 61600 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 256767 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 7 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 73208 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 73208 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 2118254 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 2314521 |
| IRS990/IRPDocumentCnt | 0 | 1 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 7851861 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 8108755 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 178939 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 560644 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 538132 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 167 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 613 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 780 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 5080233 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 5059868 |
| IRS990/OtherExpensesGrp/Desc | 0 | COMMUNITY SERVICE |
| IRS990/OtherExpensesGrp/Desc | 1 | EVENT EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 2 | CLIMATE ACTION TEAM |
| IRS990/OtherExpensesGrp/Desc | 3 | INTERNATIONAL SERVICE |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 39681 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 17265 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 13624 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 7895 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 39681 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 17265 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 13624 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 7895 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | CRAIG ANDERSON |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | WESTERN BBQ |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | CAR WASH |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 0 | 85586 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 1 | 5082 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 85586 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 5082 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | PROJECTS BENEFITTING LOCAL AND INTERNATIONAL PEOPLE. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 83487 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 9490 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 90668 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 62610 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 73096 |
| IRS990/PYInvestmentIncomeAmt | 0 | 51854 |
| IRS990/PYOtherExpensesAmt | 0 | 83074 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 87321 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 45615 |
| IRS990/PYTotalExpensesAmt | 0 | 156170 |
| IRS990/PYTotalRevenueAmt | 0 | 201785 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 77955 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 563101 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 649682 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 92891 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 62610 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 148149 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 328464 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 231651 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 863765 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 73208 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 51854 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 27360 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 8430 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 12192 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 173044 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 18620 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 19530 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 38150 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt | 0 | 90668 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt | 0 | 87321 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt | 0 | 66288 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt | 0 | 15287 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt | 0 | 63219 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 322783 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 73208 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 51854 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 27360 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 8430 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 12192 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 173044 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.12000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.14000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.87620 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.86260 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 1224698 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 183559 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 149931 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 214437 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 362371 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 314400 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 1224698 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 256767 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 201785 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 241797 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 370801 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 326592 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 1397742 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 6237659 |
| IRS990ScheduleD/DisclosedForCharitablePrpsInd | 0 | false |
| IRS990ScheduleD/DisclosedOrgLegCtrlInd | 0 | false |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | false |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | false |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 5059868 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | CAPITALIZED LAND ACQUISITION COSTS |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 5059868 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 0 | 4995 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 1 | 1985 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 2 | 500 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 0 | COLOMBIA |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 1 | MEXICO |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 2 | UGANDA |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt | 0 | COMMUNITY AID |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt | 1 | COMMUNITY AID |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt | 2 | COMMUNITY AID |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 0 | PROGRAM SERVICES LOC |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 1 | PROGRAM SERVICES LOC |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 2 | PROGRAM SERVICES LOC |
| IRS990ScheduleF/BoycottCountriesInd | 0 | false |
| IRS990ScheduleF/ForeignCorpOwnershipInd | 0 | false |
| IRS990ScheduleF/ForeignPartnershipInd | 0 | false |
| IRS990ScheduleF/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleF/InterestInForeignTrustInd | 0 | false |
| IRS990ScheduleF/PassiveForeignInvestmestCoInd | 0 | false |
| IRS990ScheduleF/SubtotalSpentAmt | 0 | 7480 |
| IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt | 0 | COLOMBIA 4,995 0 MEXICO 1,985 0 UGANDA 500 0 |
| IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE F, PAGE 1, PART I, LINE 3 |
| IRS990ScheduleF/TotalSpentAmt | 0 | 7480 |
| IRS990ScheduleF/TransferToForeignCorpInd | 0 | false |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 61600 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | SCHOLARSHIPS GRANTED TO S |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 36 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | GRANTS ARE APPROVED BY THE NOVATO ROTARY CLUB BOARD OF DIRECTORS BASED ON THE ANALYSIS OF THE CURRENT NEEDS OF THE COMMUNITY. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE I, PAGE 1, PART I, LINE 2 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | NO REVIEW WAS OR WILL BE CONDUCTED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE ROTARY ENDOWMENT HAS A MONTHLY MEETING WHERE THE CONFLICT OF INTEREST POLICY IS MONITORED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE NOVATO ROTARY ENDOWMENT HAS NO PAID STAFF. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ENDOWMENT WILL PROVIDE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 7851861 |
| IRS990/TotalAssetsEOYAmt | 0 | 8108755 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 7851861 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 8108755 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 92891 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 8407 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 170405 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 178812 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 7851861 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 8108755 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 170405 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 90668 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 163876 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 256767 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 7851861 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 8108755 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 7 |
| IRS990/VotingMembersIndependentCnt | 0 | 7 |
| IRS990/WebsiteAddressTxt | 0 | WWW.NOVATOROTARY.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BRADFORD J WILLIAMS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7077531885 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-11-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NOVATO ROTARY ENDOWMENT |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NOVA |
| ReturnHeader/Filer/EIN | 0 | 943168507 |
| ReturnHeader/Filer/PhoneNum | 0 | 7077531885 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 657 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NOVATO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 949480657 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 942697002 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JANNISSE & HULL CPAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 7599 REDWOOD BLVD SUITE 210 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | NOVATO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94945 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4158985300 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-11-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TAMARA S HULL |
| ReturnHeader/ReturnTs | 0 | 2024-11-14T15:57:22-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.