San Ramon Valley Rotary Foundation
- Assets
- $738.1k
- Revenue
- $76.0k
- Investments
- $0.0
- Employees
- 0
- Location
- Danville, CA
- Founding
- 06/1987
- Data as of
- 06/2024
- EIN
- 94-3023557
Organization Overview
San Ramon Valley Rotary Foundation is located in Danville, CA. The organization was established in 1987. According to its NTEE Classification (S50) the organization is classified as: Nonprofit Management, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. San Ramon Valley Rotary Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2024, San Ramon Valley Rotary Foundation generated $76.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (9.5%) each year. All expenses for the organization totaled $67.0k during the year ending 06/2024. As we would expect to see with falling revenues, expenses have declined by (9.4%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING AND GOOD WILL THROUGH CHARITABLE ACTIVITIES OF A FELLOWSHIP OF BUSINESS AND PROFESSIONAL MEN AND WOMEN
Describe the Organization's Program Activity:
Part 3 - Line 4a
SAN RAMON VALLEY EDUCATION FOUNDATION--CONTRIBUTION OF NET PROCEEDS FROM SILENT AUCTION FOR EDUCATION TO FUND SELECTED PROJECTS FOR THE BENEFIT OF THE SAN RAMON VALLEY UNIFIED SCHOOL DISTRICT
GRANTS OF LESS THAN $5,000 TO ORGANIZATIONS FOR HUMANITARIAN, EDUCATIONAL AND CHARITABLE PURPOSES
COLLEGE AND TRADE SCHOOL SCHOLARSHIPS AWARDED TO GRADUATING SENIORS FROM THE SAN RAMON VALLEY SCHOOLS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Karen Mcnamara President | OfficerTrustee | 5 | $0 |
Colette Lay Secretary | OfficerTrustee | 5 | $0 |
Hermann Welm Treasurer | OfficerTrustee | 5 | $0 |
Julie Mckinney Director | Trustee | 3 | $0 |
Chris Gayler Director | Trustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $51,914 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $51,914 |
| Total Program Service Revenue | $0 |
| Investment income | $24,045 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $75,959 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $45,477 |
| Grants and other assistance to domestic individuals. | $21,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $67,042 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $84,238 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $350 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $653,482 |
| Total assets | $738,070 |
| Accounts payable and accrued expenses | $32,050 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $32,050 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $706,020 |
| Total liabilities and net assets/fund balances | $738,070 |
Grants Awarded
Over the last fiscal year, San Ramon Valley Rotary Foundation has awarded $35,021 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
TRINITY CENTER WALNUT CREEK PURPOSE: TO FUND TECHNOLOGY CENTER | $14,625 |
SAN RAMON VALLEY EDUCATION FOUND PURPOSE: TO FUND EDUCATION GRANTS | $20,396 |