Civic Intelligence

San Francisco Rotary Foundation

990 • Fiscal year 2021 • EIN 94-6064219

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

Organization ProfileN/A
220 Sansome StSan Francisco, CA 94104

(415) 956-5700

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

94th percentile

72%

Higher net margin than 94% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

76th percentile

25%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

103%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$5,697,764

Up $1,152,127 (+25%) from 2020

Net Assets

Up

$5,697,764

Up $1,152,127 (+25%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin94th percentile

Revenue

Up

$797,149

Up $404,693 (+103%) from 2020

Expenses

Down

$226,276

Down $20,470 (-8.3%) from 2020

Net Income

Up

$570,873

Up $425,163 (+292%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2021

Assets$5,697,764
Liabilities$0
Net Assets$5,697,764
Open 2021 Filing

Operations Trend

Revenue Growth88th 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

2021

Revenue$797,149
Expenses$226,276
Net Income$570,873
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$797,149
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$4,431,402$5,514,089▲ $1,082,687
Savings and Temporary Cash Investments$102,345$102,388▲ $43
Cash and Non-Interest-Bearing Accounts$11,890$81,287▲ $69,397
Total Assets$4,545,637$5,697,764▲ $1,152,127
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,191,822$5,343,949▲ $1,152,127
Net Assets With Donor Restrictions$353,815$353,815→ $0
Total Net Assets Fund Balance$4,545,637$5,697,764▲ $1,152,127
Total Liabilities and Net Assets / Fund Balance$4,545,637$5,697,764▲ $1,152,127
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Dan JoraanstadPresident
John MathersVice President
Christopher WisemanDirector
Gary DalesDirector
Jt ForbusDirector
Jyoti ChokshiDirector
Kevin LeongDirector
Luis MoranDirector
Mary LiuDirector
Peter LoganDirector
Rhonda PoppenDirector
Robin AzevedoDirector
Sasha ShashiDirector
Stephanie SchmautzDirector
Bill PoppenSecretary
Tom BrunnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$45,858
Program Service Revenue
$0
Investment Income
$751,291
Other Revenue
$0
All Other Contributions
$45,858
Change in Net Assets
$570,873
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$172,737
Other Expenses$53,539
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$172,737--$172,737
Fees for Services Accounting$0$6,400$0$6,400
Fees for Services Other$0$201$0$201
Other Expenses$0$75$0$75
Total Functional Expenses$172,737$53,539$0$226,276
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sf Rotary ServiceSan Francisco, CA501 (c) (3)Various Rotary Charities$83,500
Arc Sf Dinner ClubCharleston, SC501(c)(3)Disability Support$12,500
Rotacare Northern PeninsulaSan Rafael, CA501(c)(3)Medical Care for Uninsured$12,500
Catholic CharitiesSan Francisco, CA501(c)(3)Substance Treatment$12,000
Homeless Prenatal ProjectSan Francisco, CA-Health Care$11,000
San Francisco Marin Food BankSan Francisco, CA501(c)(3)Food for Needy$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 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
Thomas Brunner
Title
Treasurer
Phone
4159565700
Signed
2021-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Brunner
Formed
1962
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
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.”

Pt XI

“Unrealized gains in portfolio”

Form 990, Part III, Line 4D

“Other charitable contributions - sf marin food bank, 122426. 0. 707782.”

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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/ProgSrvcAccomActy2Grp/ExpenseAmt012500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt012500
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ARC SF - LEARNING AND ACHIEVEMENT CENTER FOR ADULTS WITH DEVELOPMENTAL DISABILITIES
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt012500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt012500
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER CHARITABLE CONTRIBUTIONS - SF MARIN FOOD BANK, ROTARY CLIMATE ACTION TEAM, HIV KENYA, HOMELESS PRENATAL PROJECT, SF ROTARY SERVICE INC, CATHOLIC CHARITIES, BOY SCOUTS OF AMERICA
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0122426
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0707782
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt023702
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0201688
IRS990/PYInvestmentIncomeAmt0368754
IRS990/PYOtherExpensesAmt045058
IRS990/PYRevenuesLessExpensesAmt0145710
IRS990/PYTotalExpensesAmt0246746
IRS990/PYTotalRevenueAmt0392456
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0570873
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt043509
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0102345
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0102388
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
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
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0946064217
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt075500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROTARY SERVICE INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt075500
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt183500
IRS990ScheduleI/RecipientTable/CashGrantAmt212500
IRS990ScheduleI/RecipientTable/CashGrantAmt312000
IRS990ScheduleI/RecipientTable/CashGrantAmt412500
IRS990ScheduleI/RecipientTable/CashGrantAmt511000
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/PurposeOfGrantTxt0FOOD FOR NEEDY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1VARIOUS ROTARY CHARITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2MEDICAL CARE FOR UNINSURED
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SUBSTANCE TREATMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4DISABILITY SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5HEALTH CARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAN FRANCISCO MARIN FOOD BANK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SF ROTARY SERVICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ROTACARE NORTHERN PENINSULA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CATHOLIC CHARITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ARC SF DINNER CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5HOMELESS PRENATAL PROJECT
IRS990ScheduleI/RecipientTable/RecipientEIN0943041517
IRS990ScheduleI/RecipientTable/RecipientEIN1946064217
IRS990ScheduleI/RecipientTable/RecipientEIN2770328723
IRS990ScheduleI/RecipientTable/RecipientEIN3941498472
IRS990ScheduleI/RecipientTable/RecipientEIN4946064217
IRS990ScheduleI/RecipientTable/RecipientEIN5943146280
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0900 PENNSYLVANIA AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1588 SUTTER ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2990 A STREET SUITE 402
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31555 39TH AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 1845
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt52500 18TH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN RAFAEL
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4CHARLESTON

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,697,764
Liabilities
$0
Net assets
$5,697,764
Revenue
$797,149
Expenses
$226,276
Net income
$570,873
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