Civic Intelligence

San Francisco Rotary Foundation

990 • Fiscal year 2018 • EIN 94-6064219

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

Organization ProfileN/A
220 Sansome StSan Francisco, CA 94104

(415) 307-3530

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

66th percentile

6.4%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

25%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$4,204,666

Up $251,892 (+6.4%) from 2017

Net Assets

Up

$4,204,666

Up $252,892 (+6.4%) from 2017

Liabilities

Down

$0

Down $1,000 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin91st percentile

Revenue

Up

$369,692

Up $75,016 (+25%) from 2017

Expenses

Up

$194,485

Up $55,193 (+40%) from 2017

Net Income

Up

$175,207

Up $19,823 (+13%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2018

Assets$4,204,666
Liabilities$0
Net Assets$4,204,666
Open 2018 Filing

Operations Trend

Revenue Growth79th 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

2018

Revenue$369,692
Expenses$194,485
Net Income$175,207
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$369,692
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$3,854,991$4,104,382▲ $249,391
Savings and Temporary Cash Investments$87,476$89,919▲ $2,443
Cash and Non-Interest-Bearing Accounts$10,307$10,365▲ $58
Total Assets$3,952,774$4,204,666▲ $251,892
Liabilities
Accounts Payable and Accrued Expenses$1,000--
Total Liabilities$1,000$0▼ $1,000
Net Assets / Fund Balance
Unrestricted Net Assets$3,610,160$3,840,422▲ $230,262
Temporarily Rstr Net Assets$341,614$364,244▲ $22,630
Total Net Assets Fund Balance$3,951,774$4,204,666▲ $252,892
Total Liabilities and Net Assets / Fund Balance$3,952,774$4,204,666▲ $251,892
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Tim HornbeckerPresident
Dan JoraanstadVice President
Alan L HerzogDirector
C John HochDirector
Casey BairDirector
Cecile ChiquetteDirector
Donna LeeDirector
Eric SchmautzDirector
Frederic MarschnerDirector
Jim KennedyDirector
John MathersDirector
Jyoti ChokshiDirector
Kevin WaldeckDirector
Lilian Tsi-stielstraDirector
Peter LoganDirector
Rhonda PoppenDirector
Stephanie SchmautzDirector
Frank YokeSecretary
Tom BrunnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$100
Program Service Revenue
$0
Investment Income
$369,592
Other Revenue
$0
All Other Contributions
$100
Change in Net Assets
$175,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$151,604
Other Expenses$42,881
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$151,604--$151,604
Other Expenses$0$4,241$0$4,241
Fees for Services Accounting$0$2,001$0$2,001
Total Functional Expenses$151,604$42,881$0$194,485
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
220 SANSOME ST, SAN FRANCISCO, CA 94104

Signing Officer

Name
Thomas Brunner
Title
Treasurer
Phone
4153073530
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Brunner
Formed
1962
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
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 interrest policy only applies to the board of directors. A board resolution prohibits conflicts of interest.”

Pt XI

“Unrealized gains in portfolio”

Form 990, Part III, Line 4D

“Other charitable contributions - project homeless connect 81944. 0. 0.”

Raw XML AppendixShowing 400 of 432 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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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0946064217
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt031500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROTARY SERVICE INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt031500
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt09000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt420000
IRS990ScheduleI/RecipientTable/CashGrantAmt512000
IRS990ScheduleI/RecipientTable/CashGrantAmt65124
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501 (C) (3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
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
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROTOPLAST INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2INSTITUTE ON AGING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ROOTS OF PEACE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4HARBOR HOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ROTARY YOUTH LEADERSHIP AWARD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6DICTIONARY PROJECT
IRS990ScheduleI/RecipientTable/RecipientEIN0951165778
IRS990ScheduleI/RecipientTable/RecipientEIN1943247677
IRS990ScheduleI/RecipientTable/RecipientEIN2942978977
IRS990ScheduleI/RecipientTable/RecipientEIN3680442399
IRS990ScheduleI/RecipientTable/RecipientEIN4580660607
IRS990ScheduleI/RecipientTable/RecipientEIN5363245072
IRS990ScheduleI/RecipientTable/RecipientEIN6571029802
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0523 W 6TH STREET SUITE 718
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13317 26TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23575 GEARY BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3990 A STREET SUITE 402
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4407 9TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51560 SHERMAN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO BOX 1845
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN RAFAEL
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm5EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm6CHARLESTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6SC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd090014
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194110
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294118
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd394901
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd494103
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd560201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd629402
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/ExplanationTxt2UNREALIZED GAINS IN PORTFOLIO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER CHARITABLE CONTRIBUTIONS - PROJECT HOMELESS CONNECT 81944. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0341614
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0364244
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt04204666
IRS990/TotalAssetsGrp/BOYAmt03952774
IRS990/TotalAssetsGrp/EOYAmt04204666
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0100
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042881
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0151604
IRS990/TotalFunctionalExpensesGrp/TotalAmt0194485
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01000
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01000
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03951774
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04204666
IRS990/TotalOtherProgSrvcExpenseAmt081944
IRS990/TotalProgramServiceExpensesAmt0151604
IRS990/TotalRevenueGrp/ExclusionAmt099068
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0270524
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0369692
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03952774
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04204666
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03610160
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03840422
IRS990/USAddress/AddressLine1Txt0220 SANSOME ST 900
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094104
IRS990/VotingMembersGoverningBodyCnt019
IRS990/VotingMembersIndependentCnt019
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,204,666
Liabilities
$0
Net assets
$4,204,666
Revenue
$369,692
Expenses
$194,485
Net income
$175,207
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