Civic Intelligence

Rotary International Menlo Park

EIN 94-6094540 • 501(c)4 • Menlo Park, CA

Profile

To promote international understanding and goodwill among all people by fostering education of youth and adults throughout the world.

PO Box 876Menlo Park, CA 94026

n/A

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

56th percentile

4.8%

Higher net margin than 56% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

73rd percentile

10%

Faster asset growth than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-20%

Faster revenue growth than 30% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$64,136

Up $5,847 (+10%) from 2023

Liabilities

Down

$122

Down $116 (-49%) from 2023

Net Assets

Up

$64,014

Up $5,963 (+10%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin56th percentile

Revenue

Down

$59,128

Down $14,379 (-20%) from 2023

Expenses

Down

$56,284

Down $10,893 (-16%) from 2023

Net Income

Down

$2,844

Down $3,486 (-55%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$80K$60K$40K$20K$0Assets 2011: $58,557Liabilities 2011: $02011Assets 2012: $67,954Liabilities 2012: $0Net Assets 2012: $67,9542012Assets 2013: $64,882Liabilities 2013: $0Net Assets 2013: $64,8822013Assets 2014: $66,552Net Assets 2014: $66,5522014Assets 2015: $65,552Liabilities 2015: $128Net Assets 2015: $65,4242015Assets 2016: $66,790Liabilities 2016: $234Net Assets 2016: $66,5562016Assets 2017: $57,045Liabilities 2017: $176Net Assets 2017: $56,8692017Assets 2018: $59,365Liabilities 2018: $89Net Assets 2018: $59,2762018Assets 2019: $70,867Liabilities 2019: $572Net Assets 2019: $70,2952019Assets 2020: $56,256Liabilities 2020: $572Net Assets 2020: $55,6842020Assets 2021: $55,013Liabilities 2021: $604Net Assets 2021: $54,4092021Assets 2022: $51,876Liabilities 2022: $155Net Assets 2022: $51,7212022Assets 2023: $58,289Liabilities 2023: $238Net Assets 2023: $58,0512023Assets 2024: $64,136Liabilities 2024: $122Net Assets 2024: $64,0142024

Highlighted filing

2024

Assets$64,136
Liabilities$122
Net Assets$64,014
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $63,850Expenses 2011: $77,503Net Income 2011: -$13,6532011Revenue 2012: $68,159Expenses 2012: $58,762Net Income 2012: $9,3972012Revenue 2013: $98,833Expenses 2013: $101,905Net Income 2013: -$3,0722013Revenue 2014: $81,464Expenses 2014: $79,794Net Income 2014: $1,6702014Revenue 2015: $131,011Expenses 2015: $132,001Net Income 2015: -$9902015Revenue 2016: $74,570Expenses 2016: $73,438Net Income 2016: $1,1322016Revenue 2017: $66,936Expenses 2017: $76,622Net Income 2017: -$9,6862017Revenue 2018: $70,259Expenses 2018: $67,852Net Income 2018: $2,4072018Revenue 2019: $82,405Expenses 2019: $71,387Net Income 2019: $11,0182019Revenue 2020: $67,620Expenses 2020: $82,231Net Income 2020: -$14,6112020Revenue 2021: $45,165Expenses 2021: $46,419Net Income 2021: -$1,2542021Revenue 2022: $56,110Expenses 2022: $58,798Net Income 2022: -$2,6882022Revenue 2023: $73,507Expenses 2023: $67,177Net Income 2023: $6,3302023Revenue 2024: $59,128Expenses 2024: $56,284Net Income 2024: $2,8442024

Highlighted filing

2024

Revenue$59,128
Expenses$56,284
Net Income$2,844
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$64,136
Liabilities
$122
Net assets
$64,014
Revenue
$59,128
Expenses
$56,284
Net income
$2,844
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.59$0.56$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.74$0.67$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.56$0.59$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.01$0.54$0.45$0.46$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.01$0.56$0.68$0.82$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.01$0.70$0.82$0.71$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.70$0.68$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.67$0.77$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.75$0.73$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.65$1.31$1.32$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.81$0.80$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.99$1.02$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.68$0.59$0.09
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$0.64$0.78$0.14
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$56,110
Mission and Program Overview

Mission

To promote international understanding and goodwill among all people by fostering education of youth and adults throughout the world.

Program Services

DescriptionGrantsExpenses
GRANT TO ROTARY INTERNATIONAL FOR UKRAINE DISASTER RESPONSE$3,000$27,783
GRANT TO ROTARY CLUB OF MENLO PARK FOUNDATION FOR COMMUJNITY GRANTS$11,000$11,000
COMMUNIOTY SERVICE BACKPACK SUPPLIES FOR STUDENTS$2,133$2,133
GRANT TO ROTARY DISTRICT 5170 CHARITABLE TRUST FOR ENVIRONMENTAL CLEANUP$1,000$1,000
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEAN REINHARTPresidentPT$0--
ANGELA SCHMIEDEPast Preside-$0--
ROB HOLYOKESecretary-$0--
LENORE HENNENTreasurer-$0--
MICHELLE TSUIDirector-$0--
KATHY PICARDDirector-$0--
JEFF PIERCEDirector-$0--
AMY BOGGSDirector-$0--
MAUREEN KRAVITZDirector-$0--
MICHELLE TSUIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Menlo Park
EIN
94-6094540
Phone
6503872685
Address
PO BOX 876, MENLO PARK, CA 94026

Signing Officer

Name
Lenore Hennen
Title
Treasurer
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Tiret Company Cpas
Address
395 OYSTER POINT BLVD STE 400, SOUTH SAN FRANCISCO, CA 94080
Preparer
Robert J Beriault
Phone
6502250400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses project expense 16,872 club events 7,789 dues paid 9,482 meeting expense 19,659 operating expense 4,009 rotary connects 122 membership development 640 conferences and conventions 225 total 58,798”

Form 990-ez, Part II, Line 26

“Current liability 604 155”

Form 990-ez, Part III

“To promote international understanding and goodwill among all people by fostering education of youth and adults throughout the world.”

Form 990-ez, Part III, Line 31

“Communioty service backpack supplies for students”

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/PersonNm0LENORE L HENNEN
IRS990EZ/BooksInCareOfDetail/PhoneNum06503872685
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 876
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0POBOX 876
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MENLO PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094026
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055013
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051876
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017410
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2688
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055013
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051876
IRS990EZ/GrossReceiptsAmt056110
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt038700
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054409
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051721
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054409
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051721
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SEAN REINHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGELA SCHMIEDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROB HOLYOKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LENORE HENNEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE TSUI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHY PICARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEFF PIERCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7AMY BOGGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MAUREEN KRAVITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MICHELLE TSUI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt058798
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE INTERNATIONAL UNDERSTANDING AND GOODWILL AMONG ALL PEOPLE BY FOSTERING EDUCATION OF YOUTH AND ADULTS THROUGHOUT THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANT TO ROTARY INTERNATIONAL FOR UKRAINE DISASTER RESPONSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANT TO ROTARY CLUB OF MENLO PARK FOUNDATION FOR COMMUJNITY GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GRANT TO ROTARY DISTRICT 5170 CHARITABLE TRUST FOR ENVIRONMENTAL CLEANUP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3COMMUNIOTY SERVICE BACKPACK SUPPLIES FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt111000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt32133
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027783
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32133
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0604
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0155
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058798
IRS990EZ/TotalProgramServiceExpensesAmt041916
IRS990EZ/TotalRevenueAmt056110
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MENLOPARKROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROJECT EXPENSE 16,872 CLUB EVENTS 7,789 DUES PAID 9,482 MEETING EXPENSE 19,659 OPERATING EXPENSE 4,009 ROTARY CONNECTS 122 MEMBERSHIP DEVELOPMENT 640 CONFERENCES AND CONVENTIONS 225 TOTAL 58,798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CURRENT LIABILITY 604 155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROMOTE INTERNATIONAL UNDERSTANDING AND GOODWILL AMONG ALL PEOPLE BY FOSTERING EDUCATION OF YOUTH AND ADULTS THROUGHOUT THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNIOTY SERVICE BACKPACK SUPPLIES FOR STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LENORE HENNEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF MENLO PARK
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0946094540
ReturnHeader/Filer/PhoneNum06503872685
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 876
ReturnHeader/Filer/USAddress/CityNm0MENLO PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094026
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942824205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TIRET COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0395 OYSTER POINT BLVD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094080
ReturnHeader/PreparerPersonGrp/PhoneNum06502250400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J BERIAULT
ReturnHeader/ReturnTs02023-03-21T17:37:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LENORE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HENNEN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits