Civic Intelligence

Rotary Club of Livermore

EIN 94-6107859 • 501(c)4 • Livermore, CA

Profile

To provide community service, support international service programs, vocational service and service to youth in the community

PO Box 694Livermore, CA 94551

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

53rd percentile

2.9%

Higher net margin than 53% 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

61st percentile

3.2%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

35th percentile

-13%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$122,690

Up $3,772 (+3.2%) from 2024

Liabilities

$50

No earlier filing loaded for comparison.

Net Assets

Up

$122,640

Up $3,722 (+3.1%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin53rd percentile

Revenue

Down

$129,196

Down $19,730 (-13%) from 2024

Expenses

Up

$125,474

Up $42,129 (+51%) from 2024

Net Income

Down

$3,722

Down $61,859 (-94%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$150K$100K$50K$0Assets 2011: $81,472Liabilities 2011: $8,527Net Assets 2011: $72,9452011Assets 2012: $67,285Liabilities 2012: $5,6572012Assets 2013: $85,049Liabilities 2013: $5,8812013Assets 2014: $71,953Liabilities 2014: $51,0652014Assets 2015: $64,851Liabilities 2015: $51,9512015Assets 2016: $66,228Liabilities 2016: $52,2852016Assets 2017: $76,018Liabilities 2017: $51,2222017Assets 2018: $105,293Liabilities 2018: $55,772Net Assets 2018: $49,5212018Assets 2019: $93,319Liabilities 2019: $44,924Net Assets 2019: $48,3952019Assets 2020: $59,840Liabilities 2020: $32,466Net Assets 2020: $27,3742020Assets 2021: $55,642Liabilities 2021: $21,714Net Assets 2021: $33,9282021Assets 2022: $53,893Liabilities 2022: $314Net Assets 2022: $53,5792022Assets 2023: $55,945Liabilities 2023: $2,608Net Assets 2023: $53,3372023Assets 2024: $118,918Net Assets 2024: $118,9182024Assets 2025: $122,690Liabilities 2025: $50Net Assets 2025: $122,6402025

Highlighted filing

2025

Assets$122,690
Liabilities$50
Net Assets$122,640
Open 2025 Filing

Operations Trend

Revenue Growth35th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $159,863Expenses 2011: $144,546Net Income 2011: $15,3172011Revenue 2012: $68,260Expenses 2012: $75,555Net Income 2012: -$7,2952012Revenue 2013: $84,328Expenses 2013: $75,242Net Income 2013: $9,0862013Revenue 2014: $161,949Expenses 2014: $220,229Net Income 2014: -$58,2802014Revenue 2015: $146,985Expenses 2015: $154,973Net Income 2015: -$7,9882015Revenue 2016: $158,699Expenses 2016: $157,654Net Income 2016: $1,0452016Revenue 2017: $169,646Expenses 2017: $158,793Net Income 2017: $10,8532017Revenue 2018: $165,118Expenses 2018: $140,393Net Income 2018: $24,7252018Revenue 2019: $152,832Expenses 2019: $153,958Net Income 2019: -$1,1262019Revenue 2020: $149,740Expenses 2020: $170,761Net Income 2020: -$21,0212020Revenue 2021: $160,588Expenses 2021: $154,034Net Income 2021: $6,5542021Revenue 2022: $86,698Expenses 2022: $67,047Net Income 2022: $19,6512022Revenue 2023: $115,149Expenses 2023: $115,391Net Income 2023: -$2422023Revenue 2024: $148,926Expenses 2024: $83,345Net Income 2024: $65,5812024Revenue 2025: $129,196Expenses 2025: $125,474Net Income 2025: $3,7222025

Highlighted filing

2025

Revenue$129,196
Expenses$125,474
Net Income$3,722
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$122,690
Liabilities
$50
Net assets
$122,640
Revenue
$129,196
Expenses
$125,474
Net income
$3,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$1.29$1.25$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.19$1.19$1.49$0.83$0.66
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.03$0.53$1.15$1.15$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.87$0.67$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.22$0.34$1.61$1.54$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.32$0.27$1.50$1.71$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.45$0.48$1.53$1.54$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.56$0.50$1.65$1.40$0.25
2017Summary only. Only limited summary data is available for this year.$0.76$0.51$1.70$1.59$0.11
2016Summary only. Only limited summary data is available for this year.$0.66$0.52$1.59$1.58$0.01
2015Summary only. Only limited summary data is available for this year.$0.65$0.52$1.47$1.55$0.08
2014Summary only. Only limited summary data is available for this year.$0.72$0.51$1.62$2.20$0.58
2013Summary only. Only limited summary data is available for this year.$0.85$0.06$0.84$0.75$0.09
2012Summary only. Only limited summary data is available for this year.$0.67$0.06$0.68$0.76$0.07
2011Summary only. Only limited summary data is available for this year.$0.81$0.09$0.73$1.60$1.45$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$187,208
Mission and Program Overview

Mission

To provide community service, support international service programs, vocational service and service to youth in the community

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICETHE ROTARY CLUB PROVIDES A VARIETY OF SERVICES TO THE COMMUNITY AND THE LOCAL SCHOOLS THROUGH GRANTS TO TEACHERS AND COMMUNITY NON-PROFIT AGENCIES. THE CLUB PROVIDES AWARDS TO OUTSTANDING TEACHERS AND SCHOOL ADMINISTRATORS, PROVIDES VARIOUS COMMUNITY SERVICE PROJECTS AND PROVIDES SUPPORT FOR COMMUNITY HEALTH SERVICES.YOUTH SERVICESTHE ROTARY CLUB PROVIDES SUPPORT TO LOCAL STUDENTS THROUGH SCHOLARSHIPS,INTERNATIONAL STUDENT EXCHANGE PROGRAMS,MENTORING,AND PROVIDING OPPORTUNITIES FOR LEADERSHIP TRAINING.-$119,472
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC ROBERTSPresidentPT$0--
NORMAN BREGMANTreasurerPT$0--
JOEL SWANSONSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$79,759$79,759$42,746$37,013
Rodeo Parade$19,815$19,815$13,285$6,530
Total Events$99,574$99,574$56,031$43,543
Filing and Contact Details

Filer

Filer Name
Rotary Club of Livermore
EIN
94-6107859
Address
PO BOX 694, LIVERMORE, CA 94551

Signing Officer

Name
Alan Burnham
Title
Treasurer
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Audrey M Horning CPA
Address
1919 3rd St, Livermore, CA 94550
Preparer
Audrey M Horning
Phone
9252431040
Supplemental Narrative

Additional Explanations

Other Expenses.1

“COMMUNITY SERVICE $50209”

Other Expenses.2

“MEETING EXPENSES $12302”

Other Expenses.3

“RI DUES $10248”

Other Expenses.4

“YOUTH SERVICES $9785”

Other Expenses.5

“Presidents discretionary $7879”

Other Expenses.6

“DISTRICT DUES $5355”

Other Expenses.7

“ADMIN EXPENSE $3440”

Other Expenses.8

“Prior year bank adj $3140”

Other Expenses.9

“International service program $3086”

Other Expenses.10

“CREDIT CARD FEES $2882”

Other Expenses.11

“SUPPLIES, AWARDS $2859”

Other Expenses.12

“MEMBERSHIP $2727”

Other Expenses.13

“TRAINING $1325”

Other Expenses.14

“BOARD MEETINGS $1306”

Other Expenses.15

“Other dues & subscriptions $1062”

Other Expenses.16

“SOCIAL ACTIVITIES $773”

Other Expenses.17

“STATE TAXES $75”

Total Liabilities.1

“- Beginning $0 - Ending $50”

Raw XML Appendix155 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09254438779
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LIVERMORE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094551
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0118918
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IRS990EZ/ContributionsGiftsGrantsEtcAmt027966
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03722
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05303
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0103376
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01482
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt02121
IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARC ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NORMAN BREGMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOEL SWANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0118453
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE COMMUNITY SERVICE, SUPPORT INTERNATIONAL SERVICE PROGRAMS, VOCATIONAL SERVICE AND SERVICE TO YOUTH IN THE COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt053745
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICETHE ROTARY CLUB PROVIDES A VARIETY OF SERVICES TO THE COMMUNITY AND THE LOCAL SCHOOLS THROUGH GRANTS TO TEACHERS AND COMMUNITY NON-PROFIT AGENCIES. THE CLUB PROVIDES AWARDS TO OUTSTANDING TEACHERS AND SCHOOL ADMINISTRATORS, PROVIDES VARIOUS COMMUNITY SERVICE PROJECTS AND PROVIDES SUPPORT FOR COMMUNITY HEALTH SERVICES.YOUTH SERVICESTHE ROTARY CLUB PROVIDES SUPPORT TO LOCAL STUDENTS THROUGH SCHOLARSHIPS,INTERNATIONAL STUDENT EXCHANGE PROGRAMS,MENTORING,AND PROVIDING OPPORTUNITIES FOR LEADERSHIP TRAINING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0119472
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt058012
IRS990EZ/SpecialEventsNetIncomeLossAmt045364
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt050
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt0119472
IRS990EZ/TotalRevenueAmt0129196
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt056031
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CRAB FEED
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RODEO PARADE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt079759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019815
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt079759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019815
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043543
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt056031
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt042746
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY SERVICE $50209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEETING EXPENSES $12302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RI DUES $10248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YOUTH SERVICES $9785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRESIDENTS DISCRETIONARY $7879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DISTRICT DUES $5355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADMIN EXPENSE $3440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PRIOR YEAR BANK ADJ $3140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INTERNATIONAL SERVICE PROGRAM $3086
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CREDIT CARD FEES $2882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SUPPLIES, AWARDS $2859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEMBERSHIP $2727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TRAINING $1325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BOARD MEETINGS $1306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14OTHER DUES & SUBSCRIPTIONS $1062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SOCIAL ACTIVITIES $773
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16STATE TAXES $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17- Beginning $0 - Ending $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
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ReturnHeader/Filer/EIN0946107859
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943276190
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Livermore
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-13T10:50:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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