Civic Intelligence

San Francisco Rotary Foundation

990 • Fiscal year 2017 • EIN 94-6064219

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

Organization ProfileN/A
2565 Third Street 237San Francisco, CA 94104

(415) 307-3530

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

45th percentile

1.6%

Faster asset growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$3,952,774

Up $124,374 (+3.2%) from 2015

Net Assets

Up

$3,951,774

Up $131,163 (+3.4%) from 2015

Liabilities

Down

$1,000

Down $6,789 (-87%) from 2015

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin92nd percentile

Revenue

Up

$294,676

Up $56,875 (+24%) from 2015

Expenses

Up

$139,292

Up $10,914 (+8.5%) from 2015

Net Income

Up

$155,384

Up $45,961 (+42%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2017

Assets$3,952,774
Liabilities$1,000
Net Assets$3,951,774
Open 2017 Filing

Operations Trend

Revenue Growth63rd 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

2017

Revenue$294,676
Expenses$139,292
Net Income$155,384
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Gross Receipts
$294,676
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$3,452,858$3,854,991▲ $402,133
Savings and Temporary Cash Investments$83,507$87,476▲ $3,969
Cash and Non-Interest-Bearing Accounts$27,834$10,307▼ $17,527
Total Assets$3,564,199$3,952,774▲ $388,575
Liabilities
Accounts Payable and Accrued Expenses$1,000$1,000→ $0
Total Liabilities$1,000$1,000→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,193,259$3,610,160▲ $416,901
Temporarily Rstr Net Assets$369,940$341,614▼ $28,326
Total Net Assets Fund Balance$3,563,199$3,951,774▲ $388,575
Total Liabilities and Net Assets / Fund Balance$3,564,199$3,952,774▲ $388,575
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
Casey BairDirector
David DyeDirector
Eric SchmautzDirector
Frederic MarschnerDirector
Jim KennedyDirector
John DracupDirector
John MathersDirector
Kevin WaldeckDirector
Peter LagariasDirector
Stephanie SchmautzDirector
Cecile ChiquetteDirector & Treasurer
Don ParachiniSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$294,676
Other Revenue
$0
Change in Net Assets
$155,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$98,371
Other Expenses$40,921
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$98,371--$98,371
Other Expenses$0$4,509$0$4,509
Fees for Services Accounting$0$1,975$0$1,975
Total Functional Expenses$98,371$40,921$0$139,292
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Harbor HouseSan Francisco, CA501(c)(3)Substance Treatment$20,000
Rotary Youth Leadership AwardEvanston, IL501(c)(3)Youth Leadership$12,000
Institute on AgingSan Francisco, CA501 (c) (3)Help for Aging and Disabled Individuals$10,000
Roots of PeaceSan Rafael, CA501(c)(3)Land Mine Removal$10,000
Rotoplast InternationalSan Francisco, CA501(c)(3)Community and Global Citizenship$10,000
Rotary Club of LaLos Angeles, CA501(c)(3)Charitable Foundation Donation$9,000
Dictionary ProjectCharleston, SC-Literary Activities$5,124
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 237, SAN FRANCISCO, CA 94104

Signing Officer

Name
Cecile Chiquette
Title
Treasurer
Phone
4153073530
Signed
2018-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cecile Chiquette
Formed
1962
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
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 - boy scouts of america 66371. 0. 0.”

Raw XML AppendixShowing 400 of 426 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITABLE FOUNDATION DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1COMMUNITY AND GLOBAL CITIZENSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2HELP FOR AGING AND DISABLED INDIVIDUALS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3LAND MINE REMOVAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SUBSTANCE TREATMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5YOUTH LEADERSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6LITERARY ACTIVITIES
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ROOTS OF PEACE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4HARBOR HOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ROTARY YOUTH LEADERSHIP AWARD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6DICTIONARY PROJECT
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,952,774
Liabilities
$1,000
Net assets
$3,951,774
Revenue
$294,676
Expenses
$139,292
Net income
$155,384
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