Civic Intelligence

Rotary Club of Castro Valley

EIN 94-6103454 • 501(c)4 • Castro Valley, CA

Profile

Funds local charities

PO Box 2117Castro Valley, CA 94546

www.castrovalleyrotary.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.08x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

42nd percentile

-1.4%

Higher net margin than 42% 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

44th percentile

-4.5%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

62nd percentile

5.5%

Faster revenue growth than 62% of similar nonprofits.

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

Assets

Down

$44,001

Down $2,053 (-4.5%) from 2024

Liabilities

Down

$6,636

Down $864 (-12%) from 2024

Net Assets

Down

$37,365

Down $1,189 (-3.1%) from 2024

Revenue

Up

$82,350

Up $4,309 (+5.5%) from 2024

Expenses

Up

$83,539

Up $8,444 (+11%) from 2024

Net Income

Down

-$1,189

Down $4,135 (-140%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $16,599Liabilities 2012: $02012Assets 2013: $10,516Liabilities 2013: $02013Assets 2014: $21,780Net Assets 2014: $21,7802014Assets 2015: $24,835Net Assets 2015: $24,8352015Assets 2016: $28,625Net Assets 2016: $28,6252016Assets 2017: $30,758Liabilities 2017: $1,086Net Assets 2017: $29,6722017Assets 2018: $54,727Liabilities 2018: $2,440Net Assets 2018: $52,2872018Assets 2019: $59,527Liabilities 2019: $18,238Net Assets 2019: $41,2892019Assets 2020: $19,173Liabilities 2020: $3,364Net Assets 2020: $15,8092020Assets 2021: $30,290Liabilities 2021: $3,364Net Assets 2021: $26,9262021Assets 2022: $41,141Liabilities 2022: $824Net Assets 2022: $40,3172022Assets 2023: $36,432Liabilities 2023: $824Net Assets 2023: $35,6082023Assets 2024: $46,054Liabilities 2024: $7,500Net Assets 2024: $38,5542024Assets 2025: $44,001Liabilities 2025: $6,636Net Assets 2025: $37,3652025

Highlighted filing

2025

Assets$44,001
Liabilities$6,636
Net Assets$37,365

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $45,383Expenses 2012: $37,947Net Income 2012: $7,4362012Revenue 2013: $50,988Expenses 2013: $57,071Net Income 2013: -$6,0832013Revenue 2014: $42,910Expenses 2014: $31,646Net Income 2014: $11,2642014Revenue 2015: $49,274Expenses 2015: $46,219Net Income 2015: $3,0552015Revenue 2016: $49,334Expenses 2016: $45,544Net Income 2016: $3,7902016Revenue 2017: $55,516Expenses 2017: $54,469Net Income 2017: $1,0472017Revenue 2018: $78,199Expenses 2018: $55,742Net Income 2018: $22,4572018Revenue 2019: $82,922Expenses 2019: $93,934Net Income 2019: -$11,0122019Revenue 2020: $49,758Expenses 2020: $75,238Net Income 2020: -$25,4802020Revenue 2021: $34,686Expenses 2021: $23,569Net Income 2021: $11,1172021Revenue 2022: $62,186Expenses 2022: $48,795Net Income 2022: $13,3912022Revenue 2023: $52,926Expenses 2023: $57,635Net Income 2023: -$4,7092023Revenue 2024: $78,041Expenses 2024: $75,095Net Income 2024: $2,9462024Revenue 2025: $82,350Expenses 2025: $83,539Net Income 2025: -$1,1892025

Highlighted filing

2025

Revenue$82,350
Expenses$83,539
Net Income-$1,189

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$44.0$6.64$37.4$82.4$83.5$1.19
2024Detailed filing. Detailed filing data is available for this year.$46.1$7.50$38.6$78.0$75.1$2.95
2023Detailed filing. Detailed filing data is available for this year.$36.4$0.82$35.6$52.9$57.6$4.71
2022Detailed filing. Detailed filing data is available for this year.$41.1$0.82$40.3$62.2$48.8$13.4
2021Detailed filing. Detailed filing data is available for this year.$30.3$3.36$26.9$34.7$23.6$11.1
2020Detailed filing. Detailed filing data is available for this year.$19.2$3.36$15.8$49.8$75.2$25.5
2019Detailed filing. Detailed filing data is available for this year.$59.5$18.2$41.3$82.9$93.9$11.0
2018Detailed filing. Detailed filing data is available for this year.$54.7$2.44$52.3$78.2$55.7$22.5
2017Detailed filing. Detailed filing data is available for this year.$30.8$1.09$29.7$55.5$54.5$1.05
2016Detailed filing. Detailed filing data is available for this year.$28.6$28.6$49.3$45.5$3.79
2015Detailed filing. Detailed filing data is available for this year.$24.8$24.8$49.3$46.2$3.06
2014Detailed filing. Detailed filing data is available for this year.$21.8$21.8$42.9$31.6$11.3
2013Summary only. Only limited summary data is available for this year.$10.5$0.00$51.0$57.1$6.08
2012Summary only. Only limited summary data is available for this year.$16.6$0.00$45.4$37.9$7.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$116,891
Mission and Program Overview

Mission

Funds local charities

Program Services

DescriptionGrantsExpenses
Provides opportunities for Rotarians and other community membersto give service (time and donations) locally and internationally.$0$118,080
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan WillitsPresidentPT$0--
Misti ShortPresident-ElectPT$0--
Randy VanderbiltTreasurerPT$0--
Gary HowardSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Whiskey Tasting$25,463$25,463$10,072$15,391
BBQ Axe & Brews$23,516$23,516$5,306$18,210
Total Events$64,239$64,239$34,541$29,698
Filing and Contact Details

Filer

Filer Name
Rotary Club of Castro Valley
EIN
94-6103454
Phone
5104025123
Address
PO Box 2117, Castro Valley, CA 94546

Signing Officer

Name
Dan Willits
Title
President
Phone
5104025123
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Karen Collopy Enrolled Agent
Address
20212 Redwood Road 203, Castro Valley, CA 94546
Preparer
Karen Collopy EA
Phone
5105830117
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Lunches 18584.

Form 990EZ, Part I, Line 16

Club Social COGS 15791.

Form 990EZ, Part I, Line 16

Club Expenses 10776.

Form 990EZ, Part I, Line 16

District Dues 3343.

Form 990EZ, Part I, Line 16

International Dues 10726.

Form 990EZ, Part I, Line 16

Licenses & Permits 50.

Form 990EZ, Part I, Line 16

Presidents Discretionary Fund 2777.

Form 990EZ, Part I, Line 16

Rotary Donations 16962.

Form 990EZ, Part II, Line 24

Accounts Receivable

Form 990EZ, Part II, Line 26

Breathing for Life 5000. 5000.

Form 990EZ, Part II, Line 26

Dog Rescue 2500. 0.

Form 990EZ, Part II, Line 26

Accrued Expenses 1636.

Raw XML Appendix169 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gary Howard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Lunches 18584.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Club Expenses 10776.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3District Dues 3343.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4International Dues 10726.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Licenses & Permits 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Presidents Discretionary Fund 2777.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rotary Donations 16962.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
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ReturnHeader/Filer/USAddress/CityNm0Castro Valley
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Castro Valley
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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