Civic Intelligence

Rotary International Saratoga California Rotary Club

EIN 94-6174092 • 501(c)4 • Saratoga, CA

Profile

An organization dedicated to community services and fellowship of members.

PO Box 96Saratoga, CA 95071-0096

n/A

Siviq Scores

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

Liabilities / Assets

88th percentile

0.36x

Higher debt load relative to assets than 88% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

0.55x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

34th percentile

-6.3%

Higher net margin than 34% of similar nonprofits.

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

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

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

Asset Growth

38th percentile

-6.8%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

46th percentile

-2.2%

Faster revenue growth than 46% of similar nonprofits.

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

Assets

Down

$76,385

Down $5,593 (-6.8%) from 2024

Liabilities

Down

$27,827

Down $2,400 (-7.9%) from 2024

Net Assets

Down

$48,558

Down $3,193 (-6.2%) from 2024

Revenue

Down

$50,728

Down $1,141 (-2.2%) from 2024

Expenses

Up

$53,921

Up $2,693 (+5.3%) from 2024

Net Income

Down

-$3,193

Down $3,834 (-598%) from 2024

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $14,357Liabilities 2011: $7,1122011Assets 2012: $15,585Liabilities 2012: $7,6352012Assets 2013: $7,990Liabilities 2013: $02013Assets 2014: $5,484Liabilities 2014: $02014Assets 2015: $9,503Liabilities 2015: $02015Assets 2016: $10,560Liabilities 2016: $02016Assets 2017: $49,990Liabilities 2017: $02017Assets 2018: $45,319Liabilities 2018: $02018Assets 2019: $66,788Liabilities 2019: $10,069Net Assets 2019: $56,7192019Assets 2020: $68,234Liabilities 2020: $10,139Net Assets 2020: $58,0952020Assets 2021: $54,120Liabilities 2021: $9,579Net Assets 2021: $44,5412021Assets 2022: $65,687Liabilities 2022: $20,157Net Assets 2022: $45,5302022Assets 2023: $81,801Liabilities 2023: $30,691Net Assets 2023: $51,1102023Assets 2024: $81,978Liabilities 2024: $30,227Net Assets 2024: $51,7512024Assets 2025: $76,385Liabilities 2025: $27,827Net Assets 2025: $48,5582025

Highlighted filing

2025

Assets$76,385
Liabilities$27,827
Net Assets$48,558

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $35,535Expenses 2011: $30,936Net Income 2011: $4,5992011Revenue 2012: $46,796Expenses 2012: $46,091Net Income 2012: $7052012Revenue 2013: $76,026Expenses 2013: $75,986Net Income 2013: $402013Revenue 2014: $75,806Expenses 2014: $78,312Net Income 2014: -$2,5062014Revenue 2015: $93,388Expenses 2015: $89,369Net Income 2015: $4,0192015Revenue 2016: $79,864Expenses 2016: $78,807Net Income 2016: $1,0572016Revenue 2017: $109,003Expenses 2017: $69,573Net Income 2017: $39,4302017Revenue 2018: $73,263Expenses 2018: $77,934Net Income 2018: -$4,6712018Revenue 2019: $80,529Expenses 2019: $69,129Net Income 2019: $11,4002019Revenue 2020: $61,927Expenses 2020: $60,551Net Income 2020: $1,3762020Revenue 2021: $7,959Expenses 2021: $21,513Net Income 2021: -$13,5542021Revenue 2022: $48,099Expenses 2022: $47,110Net Income 2022: $9892022Revenue 2023: $51,532Expenses 2023: $45,952Net Income 2023: $5,5802023Revenue 2024: $51,869Expenses 2024: $51,228Net Income 2024: $6412024Revenue 2025: $50,728Expenses 2025: $53,921Net Income 2025: -$3,1932025

Highlighted filing

2025

Revenue$50,728
Expenses$53,921
Net Income-$3,193

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.76$0.28$0.49$0.51$0.54$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.30$0.52$0.52$0.51$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.31$0.51$0.52$0.46$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.66$0.20$0.46$0.48$0.47$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.54$0.10$0.45$0.08$0.22$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.10$0.58$0.62$0.61$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.10$0.57$0.81$0.69$0.11
2018Summary only. Only limited summary data is available for this year.$0.45$0.00$0.73$0.78$0.05
2017Summary only. Only limited summary data is available for this year.$0.50$0.00$1.09$0.70$0.39
2016Summary only. Only limited summary data is available for this year.$0.11$0.00$0.80$0.79$0.01
2015Summary only. Only limited summary data is available for this year.$0.10$0.00$0.93$0.89$0.04
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$0.76$0.78$0.03
2013Summary only. Only limited summary data is available for this year.$0.08$0.00$0.76$0.76$0.00
2012Summary only. Only limited summary data is available for this year.$0.16$0.08$0.47$0.46$0.01
2011Summary only. Only limited summary data is available for this year.$0.14$0.07$0.36$0.31$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 22, 2025
Return Version
2024v5.2
Gross Receipts
$50,728
Mission and Program Overview

Mission

An organization dedicated to community services and fellowship of members.

Program Services

DescriptionGrantsExpenses
SUPPORT MEMBERSHIP, BOARD, AND COMMITTES OF THE SARATOGA ROTARY CHARITABLE FOUNDATION AND OTHER EDUCATIONAL AND NON-PROFIT ORGANIZATIONS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHUCK SWANPresident-$0--
CATHERINE THERMONDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
94-6174092
Phone
4088675990
Address
PO BOX 96, SARATOGA, CA 95071-0096

Signing Officer

Name
Catherine Thermond
Title
Treasurer
Phone
4088675990
Signed
2025-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Law Offices of Linda J Mackay
Address
1361 S WINCHESTER BLVD 210, SAN JOSE, CA 95128
Preparer
Linda J Mackay
Phone
4083799600
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: MEMBERSHIP EXPENSES. Amount: 14,283. Description: SUPPLIES. Amount: 200. Description: ACCOUNTING. Amount: 3,464. Description: BOARD OF DIRECTORS DISTRICT EXPENSES. Amount: 3,761. Description: WEB SITE. Amount: 876. Description: COMMITTEE EXPENSES. Amount: 936. Description: LUNCH EXPENSES. Amount: 30,401. Total to Form 990-EZ, line 16: 53,921.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: FRIENDSHIP FUND. Beg. of Year Amount: 1,827. End of Year Amount: 1,827. Description: PREPAID DUES. Beg. of Year Amount: 28,400. End of Year Amount: 26,000.

Raw XML Appendix104 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: FRIENDSHIP FUND. Beg. of Year Amount: 1,827. End of Year Amount: 1,827. Description: PREPAID DUES. Beg. of Year Amount: 28,400. End of Year Amount: 26,000.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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