Civic Intelligence

Rotary Club of Orinda

EIN 94-6092741 • 501(c)4 • Orinda, CA

Profile

Financial support for education foundation and local schoolsfinancial support for humanitarian projects around the worldhands on resource support and engagement of low income areas in local communitiesthe number of persons benefitted is not known.

PO Box 44Orinda, CA 94563

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

-7.5%

Faster revenue growth than 41% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$29,703

Up $5,851 (+25%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$29,703

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Down

$52,029

Down $4,236 (-7.5%) from 2024

Expenses

Down

$46,178

Down $13,823 (-23%) from 2024

Net Income

Up

$5,851

Up $9,587 (+257%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$60K$40K$20K$0Assets 2011: $9,405Liabilities 2011: $02011Assets 2012: $10,655Liabilities 2012: $02012Assets 2013: $15,590Liabilities 2013: $02013Assets 2014: $26,891Net Assets 2014: $26,8912014Assets 2015: $37,998Net Assets 2015: $37,9982015Assets 2016: $39,720Net Assets 2016: $39,7202016Assets 2017: $37,812Net Assets 2017: $37,8122017Assets 2018: $47,496Net Assets 2018: $47,4962018Assets 2019: $48,566Liabilities 2019: $02019Assets 2021: $45,937Liabilities 2021: $02021Assets 2022: $48,388Liabilities 2022: $3,183Net Assets 2022: $45,2052022Assets 2023: $29,727Liabilities 2023: $3,1832023Assets 2024: $23,852Liabilities 2024: $02024Assets 2025: $29,703Net Assets 2025: $29,7032025

Highlighted filing

2025

Assets$29,703
Liabilities-
Net Assets$29,703
Open 2025 Filing

Operations Trend

Revenue Growth41st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $116,864Expenses 2011: $116,668Net Income 2011: $1962011Revenue 2012: $106,486Expenses 2012: $110,539Net Income 2012: -$4,0532012Revenue 2013: $61,254Expenses 2013: $64,701Net Income 2013: -$3,4472013Revenue 2014: $66,045Expenses 2014: $54,744Net Income 2014: $11,3012014Revenue 2015: $68,910Expenses 2015: $57,803Net Income 2015: $11,1072015Revenue 2016: $61,044Expenses 2016: $59,322Net Income 2016: $1,7222016Revenue 2017: $59,418Expenses 2017: $61,326Net Income 2017: -$1,9082017Revenue 2018: $113,782Expenses 2018: $104,098Net Income 2018: $9,6842018Revenue 2019: $58,296Expenses 2019: $57,226Net Income 2019: $1,0702019Revenue 2021: $22,557Expenses 2021: $13,552Net Income 2021: $9,0052021Revenue 2022: $20,899Expenses 2022: $19,149Net Income 2022: $1,7502022Revenue 2023: $17,910Expenses 2023: $36,571Net Income 2023: -$18,6612023Revenue 2024: $56,265Expenses 2024: $60,001Net Income 2024: -$3,7362024Revenue 2025: $52,029Expenses 2025: $46,178Net Income 2025: $5,8512025

Highlighted filing

2025

Revenue$52,029
Expenses$46,178
Net Income$5,851
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,703
Liabilities
-
Net assets
$29,703
Revenue
$52,029
Expenses
$46,178
Net income
$5,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.52$0.46$0.06
2024Summary only. Only limited summary data is available for this year.$0.24$0.00$0.56$0.60$0.04
2023Summary only. Only limited summary data is available for this year.$0.30$0.03$0.18$0.37$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.03$0.45$0.21$0.19$0.02
2021Summary only. Only limited summary data is available for this year.$0.46$0.00$0.23$0.14$0.09
2019Summary only. Only limited summary data is available for this year.$0.49$0.00$0.58$0.57$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.47$1.14$1.04$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.38$0.59$0.61$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.61$0.59$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.69$0.58$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.66$0.55$0.11
2013Summary only. Only limited summary data is available for this year.$0.16$0.00$0.61$0.65$0.03
2012Summary only. Only limited summary data is available for this year.$0.11$0.00$1.06$1.11$0.04
2011Summary only. Only limited summary data is available for this year.$0.09$0.00$1.17$1.17$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 23, 2025
Return Version
2024v5.2
Gross Receipts
$52,029
Mission and Program Overview

Mission

Financial support for education foundation and local schoolsfinancial support for humanitarian projects around the worldhands on resource support and engagement of low income areas in local communitiesthe number of persons benefitted is not known.

We are a non-sectarian, apolitical service organization that is part of the largest voluntary humanitarian organization in the world (Rotary International with 1.2 million members worldwide). We welcome individuals who share our belief in Service Above Self.

Program Services

DescriptionGrantsExpenses
We meet each week for lunch at the Orinda Country Club from 12 noon to 1:30 p.m. All of our programs include interesting speakers on a variety of timely topics.-$44,613
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan FarmerPresidentPT$0--
William WatermanPresident ElectPT$0--
Clay DeanhardtSecretaryPT$0--
John DonnellyTreasurerPT$0--
Patricia HudsonBoard MemberPT$0--
Yenjean HwangBoard MemberPT$0--
Aruna PoddatooriBoard MemberPT$0--
Yassodra SudraBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Orinda
EIN
94-6092741
Phone
5108911060
Address
PO Box 44, Orinda, CA 94563

Signing Officer

Name
John Donnelly
Title
Treasurer
Phone
9253253935
Signed
2025-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Regalia Berger & Berger Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $247”

Other Expenses.1002

“Office Expenses $367”

Other Expenses.1003

“Information Technology $976”

Other Expenses.1007

“Conferences, Conventions, and Meetings $2715”

Other Expenses.1

“Catering $23050”

Other Expenses.2

“Holiday Party $3055”

Other Expenses.3

“Awards $480”

Other Expenses.5

“Fourth of July $31”

Raw XML Appendix142 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0John Donnelly
IRS990EZ/BooksInCareOfDetail/PhoneNum09253253935
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 44
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Orinda
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094563
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023852
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029703
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08648
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05851
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0335
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023852
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029703
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07935
IRS990EZ/GrossReceiptsAmt052029
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016894
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023852
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029703
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023852
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029703
IRS990EZ/OccupancyRentUtltsAndMaintAmt06765
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Susan Farmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1William Waterman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Clay Deanhardt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3John Donnelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Patricia Hudson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Yenjean Hwang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Aruna Poddatoori
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Yassodra Sudra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030921
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0We are a non-sectarian, apolitical service organization that is part of the largest voluntary humanitarian organization in the world (Rotary International with 1.2 million members worldwide). We welcome individuals who share our belief in Service Above Self.
IRS990EZ/PrintingPublicationsPostageAmt0222
IRS990EZ/ProgramServiceRevenueAmt026485
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We meet each week for lunch at the Orinda Country Club from 12 noon to 1:30 p.m. All of our programs include interesting speakers on a variety of timely topics.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044613
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt046178
IRS990EZ/TotalProgramServiceExpensesAmt044613
IRS990EZ/TotalRevenueAmt052029
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.orindarotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $2715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Catering $23050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Holiday Party $3055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Awards $480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fourth of July $31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Donnelly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09253253935
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Orinda
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0946092741
ReturnHeader/Filer/PhoneNum05108911060
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 44
ReturnHeader/Filer/USAddress/CityNm0Orinda
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094563
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680260103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REGALIA BERGER & BERGER CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 TOWN COUNTRY DR STE K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094526
ReturnHeader/PreparerPersonGrp/PhoneNum09253140390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas W Regalia
ReturnHeader/ReturnTs02025-07-23T14:33:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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