Civic Intelligence

San Francisco Rotary Foundation

990 • Fiscal year 2015 • EIN 94-6064219

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

Organization ProfileN/A
2565 Third StreetSan Francisco, CA 94104

(415) 307-3530

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

59th percentile

3.2%

Faster asset growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-63%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$3,828,400

Up $120,376 (+3.2%) from 2014

Net Assets

Up

$3,820,611

Up $127,676 (+3.5%) from 2014

Liabilities

Down

$7,789

Down $7,300 (-48%) from 2014

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin91st percentile

Revenue

Down

$237,801

Down $413,122 (-63%) from 2014

Expenses

Down

$128,378

Down $23,695 (-16%) from 2014

Net Income

Down

$109,423

Down $389,427 (-78%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$3,828,400
Liabilities$7,789
Net Assets$3,820,611
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$237,801
Expenses$128,378
Net Income$109,423
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$237,801
Mission and Program Overview

Mission

Make charitable contributions on

Make charitable contributions on behalf of foundation's donors

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,570,803$3,639,703▲ $68,900
Savings and Temporary Cash Investments$127,980$123,852▼ $4,128
Cash and Non-Interest-Bearing Accounts$9,241$64,845▲ $55,604
Total Assets$3,708,024$3,828,400▲ $120,376
Liabilities
Accounts Payable and Accrued Expenses$15,089$7,789▼ $7,300
Total Liabilities$15,089$7,789▼ $7,300
Net Assets / Fund Balance
Unrestricted Net Assets$3,307,461$3,475,033▲ $167,572
Temporarily Rstr Net Assets$385,474$345,578▼ $39,896
Total Net Assets Fund Balance$3,692,935$3,820,611▲ $127,676
Total Liabilities and Net Assets / Fund Balance$3,708,024$3,828,400▲ $120,376
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Anita StanglDirector & President
Tim HornbeckerDirector & Vice President
Alan L HerzogDirector
C John HochDirector
Carol ChristieDirector
Frederic MarschnerDirector
Greg GuttingDirector
Jim KennedyDirector
Jimmie JeffreyDirector
Kevin WaldeckDirector
Laine HendricksDirector
Peter LagariasDirector
Richard RosenDirector
Cecile ChiquetteDirector & Treasurer
Don ParachiniSecretary
Cecile ChiquetteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,652
Program Service Revenue
$0
Investment Income
$228,149
Other Revenue
$0
All Other Contributions
$9,652
Change in Net Assets
$109,423
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$89,802
Other Expenses$38,576
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$58,802--$58,802
Foreign Grants$31,000--$31,000
Other Expenses$0$1,200$0$1,200
Total Functional Expenses$89,802$38,576$0$128,378
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alliance for SmilesSan Francisco, CA501(c)(3)Treatment for Cleft Lip & Palate Deformities$10,000
Roots of PeaceSan Rafael, CA-Supporting Marginalized Farmers in Vietnam$10,000
Rotoplast InternationalSan Francisco, CA501(c)(3)Treatment for Cleft Lip & Palate Deformities$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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
4153073530
Address
2565 THIRD STREET, SAN FRANCISCO, CA 94104

Signing Officer

Name
Cecile Chiquette
Title
President
Phone
4153073530
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cecile Chiquette
Formed
1962
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Tarlson & Associates
Address
220 Sansome Street Suite 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 interrest policy only applies to the board of directors. A board resolution prohibits conflicts of interest.”

Form 990, Part III, Line 4D

“Other charitable contributions 63200. 0. 0.”

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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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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt042000
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt042000
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IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
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IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TREATMENT FOR CLEFT LIP & PALATE DEFORMITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TREATMENT FOR CLEFT LIP & PALATE DEFORMITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SUPPORTING MARGINALIZED FARMERS IN VIETNAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALLIANCE FOR SMILES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROTOPLAST INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ROOTS OF PEACE
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IRS990ScheduleI/RecipientTable/RecipientEIN1943247677
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13317 26TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2990 A STREET SUITE 402
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN RAFAEL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX RETURN IS CIRCULATED ELECTRONICALLY TO THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS NO EMPLOYEES & THE CONFLICT OF INTERREST POLICY ONLY APPLIES TO THE BOARD OF DIRECTORS. A BOARD RESOLUTION PROHIBITS CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER CHARITABLE CONTRIBUTIONS 63200. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt09652
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038576
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt089802
IRS990/TotalFunctionalExpensesGrp/TotalAmt0128378
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IRS990/TotalOtherProgSrvcExpenseAmt063200
IRS990/TotalProgramServiceExpensesAmt089802
IRS990/TotalRevenueGrp/ExclusionAmt064224
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0163925
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0237801
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03307461
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03475033
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IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094107
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CECILE CHIQUETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04153073530
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN FRANCISCO ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANF
ReturnHeader/Filer/EIN0946064219
ReturnHeader/Filer/PhoneNum04153073530
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ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tarlson & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 Sansome Street Suite 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159565700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICK G TARLSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-18T14:16:09-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,828,400
Liabilities
$7,789
Net assets
$3,820,611
Revenue
$237,801
Expenses
$128,378
Net income
$109,423
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