Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
Rotary Club of Moraga
EIN 94-6174101 • 501(c)4 • Moraga, CA
990-N Coverage
Profile
Humanitarian service in our local and world community
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.20x
Liabilities / Revenue
84th percentile
Higher debt load relative to revenue than 84% of similar nonprofits.
Net Margin
59th percentile
Higher net margin than 59% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Down$31,090
Down $1,151 (-3.6%) from 2021
Liabilities
Up$6,228
Up $6,228 from 2021
Net Assets
$24,862
No earlier filing loaded for comparison.
Revenue
Up$35,384
Up $25,012 (+241%) from 2021
Expenses
Up$33,043
Up $13,269 (+67%) from 2021
Net Income
Up$2,341
Up $11,743 (+125%) from 2021
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $31,090
- Liabilities
- $6,228
- Net assets
- $24,862
- Revenue
- $35,384
- Expenses
- $33,043
- Net income
- $2,341
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Nov 10, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $35,384
Mission and Program Overview
Mission
Humanitarian service in our local and world community
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SERVES TO CONNECT COMMUNITY MEMBERS WITH LOCAL NEEDS AND WORKS WITH THE 501 C 3 MORAGA ROTARY FOUNDATION TO SUPPORT VARIOUS INTERNATIONAL AND LOCAL PROJECTS | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARY SUE ERICKSON | President | PT | $0 | - | - |
| JENNIFER BROPHY | Immediate Past President | - | $0 | - | - |
| EVIE MICHON | Secretary | - | $0 | - | - |
| DEBBIE KOO | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rotary Club of Moraga
- EIN
- 94-6174101
- Phone
- 4154203049
- Address
- PO BOX 122, MORAGA, CA 94556-0122
Signing Officer
- Name
- Debbie Koo
- Title
- Treasurer
- Phone
- 4154203049
- Signed
- 2025-11-10
Preparer
- Firm
- Kasper Accountancy Corporation
- Address
- 1333 WILLOW PASS ROAD SUITE 213, CONCORD, CA 94520
- Preparer
- Beri B Smith-Kasper
- Phone
- 9258251040
Supplemental Narrative
Additional Explanations
Form 990EZ, Part I, Line 8
“Management fee from moraga rotary foundation 3000.”
Form 990EZ, Part I, Line 8
“Members meeting collections 4302.”
Form 990EZ, Part I, Line 8
“MEMBERS OTHER 120.”
Form 990EZ, Part I, Line 8
“MEALS / MEETINGS 19837.”
Form 990EZ, Part I, Line 16
“Rotary district dues 1947.”
Form 990EZ, Part I, Line 16
“Rotary international dues 3642.”
Form 990EZ, Part I, Line 16
“DISTRICT TRAINING 1185.”
Form 990EZ, Part I, Line 16
“MEETING MEALS 19700.”
Form 990EZ, Part I, Line 16
“Guest speaker meals 1400.”
Form 990EZ, Part I, Line 16
“MEMBERSHIP EVENTS 331.”
Form 990EZ, Part I, Line 16
“BADGES AND PINS 500.”
Form 990EZ, Part I, Line 16
“OFFICE SUPPLIES 470.”
Form 990EZ, Part I, Line 16
“Website/zoom/constant contact 1067.”
Form 990EZ, Part I, Line 16
“REGISTRATION FEES 25.”
Form 990EZ, Part I, Line 16
“CHAMBER OF COMMERCE 125.”
Form 990EZ, Part I, Line 16
“Tax preparation and accounting 500.”
Form 990EZ, Part I, Line 16
“MEMBERSHIP EXPENSES 349.”
Form 990EZ, Part I, Line 16
“POSTAL BOX RENTAL 242.”
Form 990EZ, Part I, Line 16
“OTHER 127.”
Form 990EZ, Part II, Line 26
“Prepaid membership dues 1900. 5250.”
Form 990EZ, Part II, Line 26
“Due to rotary foundation 100. 0.”
Form 990EZ, Part II, Line 26
“Due to interact club 668. 978.”
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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/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MARY SUE ERICKSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JENNIFER BROPHY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | EVIE MICHON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | DEBBIE KOO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | IMMEDIATE PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 31610 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 27259 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | HUMANITARIAN SERVICE IN OUR LOCAL AND WORLD COMMUNITY |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SERVES TO CONNECT COMMUNITY MEMBERS WITH LOCAL NEEDS AND WORKS WITH THE 501 C 3 MORAGA ROTARY FOUNDATION TO SUPPORT VARIOUS INTERNATIONAL AND LOCAL PROJECTS |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 2668 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 6228 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 33043 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 35384 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | MANAGEMENT FEE FROM MORAGA ROTARY FOUNDATION 3000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | MEMBERS MEETING COLLECTIONS 4302. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MEMBERS OTHER 120. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | MEALS / MEETINGS 19837. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ROTARY DISTRICT DUES 1947. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | ROTARY INTERNATIONAL DUES 3642. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | DISTRICT TRAINING 1185. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | MEETING MEALS 19700. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | GUEST SPEAKER MEALS 1400. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | MEMBERSHIP EVENTS 331. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | BADGES AND PINS 500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | OFFICE SUPPLIES 470. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | WEBSITE/ZOOM/CONSTANT CONTACT 1067. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | REGISTRATION FEES 25. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | CHAMBER OF COMMERCE 125. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | TAX PREPARATION AND ACCOUNTING 500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | MEMBERSHIP EXPENSES 349. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 17 | POSTAL BOX RENTAL 242. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 18 | OTHER 127. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 19 | PREPAID MEMBERSHIP DUES 1900. 5250. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 20 | DUE TO ROTARY FOUNDATION 100. 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 21 | DUE TO INTERACT CLUB 668. 978. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 17 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 18 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 19 | Form 990EZ, Part II, Line 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 20 | Form 990EZ, Part II, Line 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 21 | Form 990EZ, Part II, Line 26 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DEBBIE KOO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4154203049 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY CLUB OF MORAGA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 946174101 |
| ReturnHeader/Filer/PhoneNum | 0 | 4154203049 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 122 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MORAGA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 945560122 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 680424071 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | KASPER ACCOUNTANCY CORPORATION |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1333 WILLOW PASS ROAD SUITE 213 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CONCORD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94520 |
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| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-10 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Beri B Smith-Kasper |
| ReturnHeader/ReturnTs | 0 | 2025-11-10T15:09:30-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.