Civic Intelligence

San Francisco Rotary Foundation

EIN 94-6064219 • 501(c)3 • San Francisco, CA

Profile

Make charitable contributions on behalf of foundation's donors

220 Sansome StSan Francisco, CA 94104

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

59th percentile

8.2%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

120%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$6,506,774

Up $492,295 (+8.2%) from 2024

Liabilities

Down

$0

Down $22,333 (-100%) from 2024

Net Assets

Up

$6,506,774

Up $514,628 (+8.6%) from 2024

Revenue

Up

$868,282

Up $473,283 (+120%) from 2024

Expenses

Up

$295,469

Up $21,116 (+7.7%) from 2024

Net Income

Up

$572,813

Up $452,167 (+375%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,676,029Liabilities 2011: $0Net Assets 2011: $2,676,0292011Assets 2012: $2,768,486Liabilities 2012: $0Net Assets 2012: $2,768,4862012Assets 2013: $2,934,796Liabilities 2013: $0Net Assets 2013: $2,934,7962013Assets 2014: $3,708,024Liabilities 2014: $15,089Net Assets 2014: $3,692,9352014Assets 2015: $3,828,400Liabilities 2015: $7,789Net Assets 2015: $3,820,6112015Assets 2017: $3,952,774Liabilities 2017: $1,000Net Assets 2017: $3,951,7742017Assets 2018: $4,204,666Liabilities 2018: $0Net Assets 2018: $4,204,6662018Assets 2019: $4,372,133Liabilities 2019: $0Net Assets 2019: $4,372,1332019Assets 2020: $4,545,637Liabilities 2020: $0Net Assets 2020: $4,545,6372020Assets 2021: $5,697,764Liabilities 2021: $0Net Assets 2021: $5,697,7642021Assets 2022: $4,844,650Liabilities 2022: $0Net Assets 2022: $4,844,6502022Assets 2023: $5,342,829Liabilities 2023: $0Net Assets 2023: $5,342,8292023Assets 2024: $6,014,479Liabilities 2024: $22,333Net Assets 2024: $5,992,1462024Assets 2025: $6,506,774Liabilities 2025: $0Net Assets 2025: $6,506,7742025

Highlighted filing

2025

Assets$6,506,774
Liabilities$0
Net Assets$6,506,774

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0Expenses 2011: $384,6952011Expenses 2012: $83,0102012Expenses 2013: $84,3402013Revenue 2014: $650,923Expenses 2014: $152,073Net Income 2014: $498,8502014Revenue 2015: $237,801Expenses 2015: $128,378Net Income 2015: $109,4232015Revenue 2017: $294,676Expenses 2017: $139,292Net Income 2017: $155,3842017Revenue 2018: $369,692Expenses 2018: $194,485Net Income 2018: $175,2072018Revenue 2019: $352,275Expenses 2019: $176,274Net Income 2019: $176,0012019Revenue 2020: $392,456Expenses 2020: $246,746Net Income 2020: $145,7102020Revenue 2021: $797,149Expenses 2021: $226,276Net Income 2021: $570,8732021Revenue 2022: $507,545Expenses 2022: $258,100Net Income 2022: $249,4452022Revenue 2023: $365,307Expenses 2023: $250,858Net Income 2023: $114,4492023Revenue 2024: $394,999Expenses 2024: $274,353Net Income 2024: $120,6462024Revenue 2025: $868,282Expenses 2025: $295,469Net Income 2025: $572,8132025

Highlighted filing

2025

Revenue$868,282
Expenses$295,469
Net Income$572,813

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.87$0.30$0.57
2024Detailed filing. Detailed filing data is available for this year.$6.01$0.02$5.99$0.39$0.27$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.37$0.25$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.51$0.26$0.25
2021Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.80$0.23$0.57
2020Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.39$0.25$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.35$0.18$0.18
2018Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.37$0.19$0.18
2017Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.29$0.14$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.83$0.01$3.82$0.24$0.13$0.11
2014Summary only. Only limited summary data is available for this year.$3.71$0.02$3.69$0.65$0.15$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.00$2.93$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.00$2.77$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.00$2.68$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 10, 2025
Return Version
2024v5.2
Gross Receipts
$868,282
Mission and Program Overview

Mission

Make charitable contributions on

Make charitable contributions on behalf of foundations donors

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,811,940$6,258,824▲ $446,884
Cash and Non-Interest-Bearing Accounts$111,424$151,917▲ $40,493
Savings and Temporary Cash Investments$91,115$96,033▲ $4,918
Total Assets$6,014,479$6,506,774▲ $492,295
Liabilities
Accounts Payable and Accrued Expenses$22,333$0▼ $22,333
Total Liabilities$22,333$0▼ $22,333
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,638,331$6,152,959▲ $514,628
Net Assets With Donor Restrictions$353,815$353,815→ $0
Total Net Assets Fund Balance$5,992,146$6,506,774▲ $514,628
Total Liabilities and Net Assets / Fund Balance$6,014,479$6,506,774▲ $492,295
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christopher WisemanPresident
Robin AzevdoVice President
Alisha MarfatiaDirector
Bob HermannDirector
Gary DalesDirector
Jt ForbusDirector
Larry BoothDirector
Mary LiuDirector
Peter LoganDirector
Stacey PooleDirector
Sunny SinghDirector
Tom BrunnerDirector
Frank YokeSecretary
Emily BorlandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$46,020
Program Service Revenue
$0
Investment Income
$822,262
Other Revenue
$0
All Other Contributions
$46,020
Change in Net Assets
$572,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$233,102
Other Expenses$62,367
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$233,102--$233,102
Fees for Services Accounting$0$7,660$0$7,660
Other Expenses$0$3,202$0$3,202
Total Functional Expenses$233,102$62,367$0$295,469
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sf Rotary ServiceSan Francisco, CA501(c)(3)Various Rotary Charities$93,954
Alliance for SmilesSan Francisco, CA501(c)(3)Medical Charity$20,000
Arc Sf Dinner ClubCharleston, SC501(c)(3)Disability Support$18,500
Homeless Prenatal ProjectSan Francisco, CA501(c)(3)Medical Charity$12,000
Catholic CharitiesSan Francisco, CA501(c)(3)Substance Treatment$10,000
San Francisco Marin Food BankSan Francisco, CA501(c)(3)Food for Needy$10,000
Building Education for FutureSan Francisco, CA-Education$9,000
Sf Parks AllianceSan Francisco, CA-Parks$8,500
RotaplastSouth San Francisco, CA501(c)(3)Medical Charity$8,000
Salvation Army Kroc CenterSan Francisco, CA-Education$7,500
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
San Francisco Rotary Foundation
EIN
94-6064219
Phone
4159565700
Address
220 SANSOME ST, SAN FRANCISCO, CA 94104

Signing Officer

Name
Emily Borland
Title
Treasurer
Phone
4159565700
Signed
2025-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Emily Borland
Formed
1962
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
14

Preparer

Firm
Tarlson & Associates
Address
220 Sansome St Ste 900, San Francisco, CA 94104
Preparer
Nick G Tarlson
Phone
4159565700
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Tax return is circulated electronically to the board

Pt VI, Line 12C

The foundation has no employees & the conflict of interest policy only applies to the board of directors. A board resolution prohibits conflicts of interest.

Form 990, Part III, Line 4D

Other charitable contributions - sf marin food bank, 178760. 182102. 834404.

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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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IRS990/PrincipalOfficerNm0EMILY BORLAND
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IRS990/ProgSrvcAccomActy2Grp/Desc0CATHOLIC CHARITIES - ENHANCING CARE FOR THE DISADVANTAGED IN SAN FRANCISCO
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt010000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ARC SF - LEARNING AND ACHIEVEMENT CENTER FOR ADULTS WITH DEVELOPMENTAL DISABILITIES
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt018500
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER CHARITABLE CONTRIBUTIONS - SF MARIN FOOD BANK, DEI FILM FESTIVAL, ADMTCHP SF CASTRO, BUILDING EDUCATION FOR THE FUTURE FAMILY HOUSE, ALZHEIMERS ASSN, AQUARIUM BY THE BAY, SMUIN BALLET, HOMELESS PRENATAL PROJECT SF ROTARY SERVICE INC, ALLIANCE FOR SMILES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0178760
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IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0834404
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IRS990/PYInvestmentIncomeAmt0373157
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IRS990/ReconcilationRevenueExpnssAmt0572813
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportInvestmentsOtherSecInd0false
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IRS990/ReportOtherAssetsInd0false
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IRS990/RevenueAmt033879
IRS990/SavingsAndTempCashInvstGrp/BOYAmt091115
IRS990/SavingsAndTempCashInvstGrp/EOYAmt096033
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IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
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IRS990ScheduleA/SupportedOrganizationsCnt01
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IRS990ScheduleI/RecipientTable/CashGrantAmt120000
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IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt418500
IRS990ScheduleI/RecipientTable/CashGrantAmt512000
IRS990ScheduleI/RecipientTable/CashGrantAmt68000
IRS990ScheduleI/RecipientTable/CashGrantAmt77500
IRS990ScheduleI/RecipientTable/CashGrantAmt89000
IRS990ScheduleI/RecipientTable/CashGrantAmt98500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
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IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOOD FOR NEEDY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1MEDICAL CHARITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2VARIOUS ROTARY CHARITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SUBSTANCE TREATMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4DISABILITY SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5MEDICAL CHARITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6MEDICAL CHARITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9PARKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAN FRANCISCO MARIN FOOD BANK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ALLIANCE FOR SMILES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SF ROTARY SERVICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CATHOLIC CHARITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ARC SF DINNER CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5HOMELESS PRENATAL PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6ROTAPLAST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7SALVATION ARMY KROC CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8BUILDING EDUCATION FOR FUTURE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9SF PARKS ALLIANCE
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IRS990ScheduleI/RecipientTable/RecipientEIN1800119414
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IRS990ScheduleI/RecipientTable/RecipientEIN3941498472
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IRS990ScheduleI/RecipientTable/RecipientEIN9237131784
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0900 PENNSYLVANIA AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12565 3RD ST STE 237
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2588 SUTTER ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31555 39TH AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 1845
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt52500 18TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt650 S LINDEN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7240 TURK ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt84244 JUDAH ST 3
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt91074 FOLSOM ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN FRANCISCO

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