Civic Intelligence

Rotary Service Fund of Burlingame

EIN 94-6129029 • 501(c)3 • Burlingame, CA

Profile

We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.

PO Box 313Burlingame, CA 94011-0323

burlingamerotary.org

Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.05x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

81%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$664,011

Up $71,592 (+12%) from 2024

Liabilities

Up

$5,000

Up $1,000 (+25%) from 2024

Net Assets

Up

$659,011

Up $70,592 (+12%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin77th percentile

Revenue

Up

$107,206

Up $48,105 (+81%) from 2024

Expenses

Up

$80,903

Up $25,781 (+47%) from 2024

Net Income

Up

$26,303

Up $22,324 (+561%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$800K$600K$400K$200K$0Assets 2011: $305,701Liabilities 2011: $0Net Assets 2011: $305,7012011Assets 2012: $304,237Liabilities 2012: $0Net Assets 2012: $304,2372012Assets 2013: $347,469Liabilities 2013: $0Net Assets 2013: $347,4692013Assets 2014: $311,589Liabilities 2014: $0Net Assets 2014: $311,5892014Assets 2015: $326,076Liabilities 2015: $0Net Assets 2015: $326,0762015Assets 2016: $351,842Liabilities 2016: $0Net Assets 2016: $351,8422016Assets 2017: $385,191Liabilities 2017: $0Net Assets 2017: $385,1912017Assets 2018: $440,328Liabilities 2018: $0Net Assets 2018: $440,3282018Assets 2019: $444,784Liabilities 2019: $0Net Assets 2019: $444,7842019Assets 2020: $456,157Liabilities 2020: $0Net Assets 2020: $456,1572020Assets 2021: $562,354Liabilities 2021: $0Net Assets 2021: $562,3542021Assets 2022: $465,925Liabilities 2022: $0Net Assets 2022: $465,9252022Assets 2023: $538,477Liabilities 2023: $4,000Net Assets 2023: $534,4772023Assets 2024: $592,419Liabilities 2024: $4,000Net Assets 2024: $588,4192024Assets 2025: $664,011Liabilities 2025: $5,000Net Assets 2025: $659,0112025

Highlighted filing

2025

Assets$664,011
Liabilities$5,000
Net Assets$659,011
Open 2025 Filing

Operations Trend

Revenue Growth88th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $86,593Expenses 2011: $41,892Net Income 2011: $44,7012011Revenue 2012: $55,665Expenses 2012: $57,019Net Income 2012: -$1,3542012Revenue 2013: $81,090Expenses 2013: $54,358Net Income 2013: $26,7322013Revenue 2014: $78,439Expenses 2014: $136,449Net Income 2014: -$58,0102014Revenue 2015: $77,289Expenses 2015: $65,328Net Income 2015: $11,9612015Revenue 2016: $82,258Expenses 2016: $52,997Net Income 2016: $29,2612016Revenue 2017: $77,829Expenses 2017: $59,394Net Income 2017: $18,4352017Revenue 2018: $113,354Expenses 2018: $76,675Net Income 2018: $36,6792018Revenue 2019: $71,945Expenses 2019: $71,060Net Income 2019: $8852019Revenue 2020: $83,339Expenses 2020: $71,566Net Income 2020: $11,7732020Revenue 2021: $107,335Expenses 2021: $65,098Net Income 2021: $42,2372021Revenue 2022: $89,652Expenses 2022: $113,944Net Income 2022: -$24,2922022Revenue 2023: $76,480Expenses 2023: $30,465Net Income 2023: $46,0152023Revenue 2024: $59,101Expenses 2024: $55,122Net Income 2024: $3,9792024Revenue 2025: $107,206Expenses 2025: $80,903Net Income 2025: $26,3032025

Highlighted filing

2025

Revenue$107,206
Expenses$80,903
Net Income$26,303
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$664,011
Liabilities
$5,000
Net assets
$659,011
Revenue
$107,206
Expenses
$80,903
Net income
$26,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.64$0.05$6.59$1.07$0.81$0.26
2024Detailed filing. Detailed filing data is available for this year.$5.92$0.04$5.88$0.59$0.55$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.38$0.04$5.34$0.76$0.30$0.46
2022Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.90$1.14$0.24
2021Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$1.07$0.65$0.42
2020Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.83$0.72$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.72$0.71$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$1.13$0.77$0.37
2017Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.78$0.59$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.82$0.53$0.29
2015Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.77$0.65$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.78$1.36$0.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.47$0.00$3.47$0.81$0.54$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.00$3.04$0.56$0.57$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.00$3.06$0.87$0.42$0.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 10, 2025
Return Version
2024v5.2
Gross Receipts
$165,478
Mission and Program Overview

Mission

We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$588,419$659,011▲ $70,592
Investments in Publicly Traded Securities$340,982$409,981▲ $68,999
Savings and Temporary Cash Investments$251,436$254,031▲ $2,595
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$1$-1▼ $2
Total Assets$592,419$664,011▲ $71,592
Liabilities
Accounts Payable and Accrued Expenses$4,000$5,000▲ $1,000
Total Liabilities$4,000$5,000▲ $1,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$588,419$659,011▲ $70,592
Total Liabilities and Net Assets / Fund Balance$592,419$664,011▲ $71,592
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Phil SieglePast President
Doug PersonPresident
Al RoyceBoard Member
Bob DoerrBoard Member
Bobba VenkatadriBoard Member
Charlene DrummerBoard Member
Fritz BraunerBoard Member
Jeff KrolikBoard Member
Jennifer PenceBoard Member
Jerry WingesBoard Member
Joe La MarianaBoard Member
Nimisha MelagBoard Member
Raul PulidoBoard Member
William LiBoard Member
Marilyn OrrSecretary
Scott CampbellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33,695
Program Service Revenue
$0
Investment Income
$36,994
Other Revenue
$36,517
All Other Contributions
$33,695
Change in Net Assets
$26,303
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$80,903
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$8,208--$8,208
All Other Expenses$5,909--$5,909
Total Functional Expenses$80,903$0$0$80,903
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$94,789
Fundraising Direct Expenses$58,272
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“President reviews tax return”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Rotary Service Fund of Burlingame
EIN
94-6129029
Phone
6503421304
Address
PO BOX 313, BURLINGAME, CA 94011-0323

Signing Officer

Name
Phil Siegle
Title
President
Phone
6503421304
Signed
2025-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phil Siegle
Formed
1925
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Galligan Thompson & Flocas Llp
Address
1650 BOREL PLACE SUITE 105, SAN MATEO, CA 94402
Preparer
Joe Galligan
Phone
6503491040
Raw XML AppendixShowing 400 of 418 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0WE PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
IRS990/AllOtherContributionsAmt033695
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05909
IRS990/AllOtherExpensesGrp/TotalAmt05909
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MIKE HEFFERNAN
IRS990/BooksInCareOfDetail/PhoneNum06506642121
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0151 UPPER TERRACE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094117
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01
IRS990/CashNonInterestBearingGrp/EOYAmt0-1
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt033695
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt036994
IRS990/CYOtherExpensesAmt080903
IRS990/CYOtherRevenueAmt036517
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt026303
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt080903
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0107206
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIPS-FOUR YEAR COLLEGES
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt035750
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd15X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0AL ROYCE
IRS990/Form990PartVIISectionAGrp/PersonNm1BOB DOERR
IRS990/Form990PartVIISectionAGrp/PersonNm2BOBBA VENKATADRI
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLENE DRUMMER
IRS990/Form990PartVIISectionAGrp/PersonNm4DOUG PERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5FRITZ BRAUNER
IRS990/Form990PartVIISectionAGrp/PersonNm6JEFF KROLIK
IRS990/Form990PartVIISectionAGrp/PersonNm7JENNIFER PENCE
IRS990/Form990PartVIISectionAGrp/PersonNm8JERRY WINGES
IRS990/Form990PartVIISectionAGrp/PersonNm9JOE LA MARIANA
IRS990/Form990PartVIISectionAGrp/PersonNm10MARILYN ORR
IRS990/Form990PartVIISectionAGrp/PersonNm11NIMISHA MELAG
IRS990/Form990PartVIISectionAGrp/PersonNm12PHIL SIEGLE
IRS990/Form990PartVIISectionAGrp/PersonNm13RAUL PULIDO
IRS990/Form990PartVIISectionAGrp/PersonNm14SCOTT CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm15WILLIAM LI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01925
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt058272
IRS990/FundraisingGrossIncomeAmt094789
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt035750
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0165478
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036994
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt036994
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0340982
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0409981
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0588419
IRS990/NetAssetsOrFundBalancesEOYAmt0659011
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt036517
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt036517
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt030289
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOUR YEAR COLLEGE SCHOL
IRS990/OtherExpensesGrp/Desc1COMMUNITY CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc2MAKE A DIFFERENCE SCHOL
IRS990/OtherExpensesGrp/Desc3COLLEGE INCENTIVE DONAT
IRS990/OtherExpensesGrp/ProgramServicesAmt035750
IRS990/OtherExpensesGrp/ProgramServicesAmt117036
IRS990/OtherExpensesGrp/ProgramServicesAmt214000
IRS990/OtherExpensesGrp/ProgramServicesAmt38208
IRS990/OtherExpensesGrp/TotalAmt035750
IRS990/OtherExpensesGrp/TotalAmt117036
IRS990/OtherExpensesGrp/TotalAmt214000
IRS990/OtherExpensesGrp/TotalAmt38208
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PHIL SIEGLE
IRS990/PriorPeriodAdjustmentsAmt014000
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS WERE GIVEN TO VARIOUS STUDENTS IN LOCAL HIGH SCHOOLS AND UNIVERSITIES, INCLUDING INCENTIVE SCHOLARSHIPS TO MIDDLE SCHOOL STUDENTS PAYABLE UPONCOLLEGE MATRICULATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt022208
IRS990/ProgSrvcAccomActy2Grp/GrantAmt022208
IRS990/ProgSrvcAccomActy3Grp/Desc0DISCRETIONARY CONTRIBUTIONS AND INTERNATIONAL CONTRIBUTIONS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt019040
IRS990/ProgSrvcAccomActy3Grp/GrantAmt019040
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03905
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt014747
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015377
IRS990/PYOtherExpensesAmt055122
IRS990/PYOtherRevenueAmt028977
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03979
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt055122
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt059101
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt026303
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0588419
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0659011
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0251436
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0254031
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014747
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022423
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034867
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0155142
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt067283
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015377
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016869
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt018910
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014195
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0132634
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt067283
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015377
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016869
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt018910
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014195
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0132634
IRS990ScheduleA/InvestmentIncomeCYPct00.29750
IRS990ScheduleA/InvestmentIncomePYPct00.20330
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt036518
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt028977
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt037189
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt017950
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt037375
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0158009
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.34800
IRS990ScheduleA/PublicSupportPY509Pct00.41690
IRS990ScheduleA/PublicSupportTotal509Amt0155142
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033595
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014747
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022423
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049510
IRS990ScheduleA/Total509Grp/TotalAmt0155142
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0137396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059101
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt076481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071727
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0101080
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0445785
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP IS AWARDED ON ACADEMIC ACHIEVEMENT, COMMUNITY AND SCHOOL INVOLVEMENT AND FINANCIAL NEED. THREE CLASSES OF SCHOLARSHIPS ARE GRANTED. FOUR YEAR COLLEGE GRANT PROGRAM AWARDED TO STUDENTS GRADUATING FROM HIGH SCHOOL AND ATTENDING A 4-YEAR COLLEGE. RECIPIENTS MUST MAINTAIN A 3.0 GPA WHILE IN COLLEGE AND MAKE ANNUAL PRESENTATIONS TO THE ROTARY CLUB. COMMUNITY COLLEGE GRANT PROGRAM AWARDED TO STUDENTS PLANNING TO ATTEND EITHER THEIR 1ST OR 2ND YEAR AT COMMUNITY COLLEGE. MIDDLE SCHOOL 'ROTARY SCHOLARS' PROGRAM AWARDED TO 8-10 GRADUATES OF BURLINGAME INTERMEDIATE SCHOOL WHO ARE CONSIDERED 'AT RISK' YET CAPABLE OF SUCCEEDING WITH EXTRA HELP FROM ROTARY MENTORS THROUGHOUT THEIR HIGH SCHOOL CAREER.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESIDENT REVIEWS TAX RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0592419
IRS990/TotalAssetsEOYAmt0664011
IRS990/TotalAssetsGrp/BOYAmt0592419
IRS990/TotalAssetsGrp/EOYAmt0664011
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt033695
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080903
IRS990/TotalFunctionalExpensesGrp/TotalAmt080903
IRS990/TotalGrossUBIAmt036994
IRS990/TotalLiabilitiesBOYAmt04000
IRS990/TotalLiabilitiesEOYAmt05000
IRS990/TotalLiabilitiesGrp/BOYAmt04000
IRS990/TotalLiabilitiesGrp/EOYAmt05000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0588419
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0659011
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt03905
IRS990/TotalProgramServiceExpensesAmt080903
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt036517
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0107206
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt036994
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0592419
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0664011
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 313
IRS990/USAddress/CityNm0BURLINGAME
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094011
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0BURLINGAMEROTARY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHIL SIEGLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06503421304
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY SERVICE FUND OF BURLINGAME
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0946129029
ReturnHeader/Filer/PhoneNum06503421304
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 313

Document Assets

No mirrored PDF or thumbnail assets are attached yet.