Rotarian Foundation Of Livermore
- Assets
- $3.5m
- Revenue
- $2.0m
- Investments
- $0.0
- Employees
- 0
- Location
- Livermore, CA
- Founding
- 07/1987
- Data as of
- 06/2022
- EIN
- 94-3038645
Organization Overview
Rotarian Foundation Of Livermore is located in Livermore, CA. The organization was established in 1987. According to its NTEE Classification (G40) the organization is classified as: Diseases of Specific Organs, under the broad grouping of Voluntary Health Associations & Medical Disciplines and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rotarian Foundation Of Livermore 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 06/2022, Rotarian Foundation Of Livermore generated $2.0m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 45.5% each year . All expenses for the organization totaled $230.0k during the year ending 06/2022. While expenses have increased by 14.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. 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
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE GOAL OF THE FOUNDATION IS TO CREATE OPPORTUNITIES FOR LIVERMORE ORGANIZATIONS THAT ENRICH LIVES AND BUILD THE COMMUNITY WITH A FOCUS ON YOUTH. THE FOUNDATION SUPPORTS PROJECTS WHICH MAY HAVE THE GREATEST IMPACT PER DOLLAR.
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS ARE GIVEN AFTER APPLICATION AND REVIEW TO LOCAL ORGANIZATIONS FOR WORTHWHILE PROJECTS RELATING TO YOUTH SERVICES
PROVIDED BOOKS FOR STUDENTS IN THE LIVERMORE JOINT UNIFIED SCHOOL DISTRICT
HELD A HOLIDAY PARTY FOR UNDERSERVED CHILDREN OF LIVERMORE AND PROVIDED GIFTS
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kevin Mccallum Treasurer | OfficerTrustee | 5 | $0 |
Kimbrely Gruidl Treasurer | OfficerTrustee | 5 | $0 |
Ted Michels Past President | OfficerTrustee | 5 | $0 |
Philomena Rambo President | OfficerTrustee | 10 | $0 |
Mary Anne Rosza President Elect | OfficerTrustee | 0 | $0 |
Michael Ferrucci Secretary | OfficerTrustee | 5 | $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 | $1,991,346 |
| Noncash contributions included in lines 1a–1f | $1,525,000 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,991,346 |
| Total Program Service Revenue | $0 |
| Investment income | $34,819 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$46,876 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,979,289 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $145,563 |
| Grants and other assistance to domestic individuals. | $5,200 |
| 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 | $5,428 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $16,387 |
| Fees for services: Other | $8,600 |
| 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 | $2,988 |
| Total functional expenses | $229,989 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $69,964 |
| Savings and temporary cash investments | $62,967 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| 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 | $3,400,352 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $3,533,283 |
| Accounts payable and accrued expenses | $0 |
| 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 | $0 |
| 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 | $3,533,283 |
| Total liabilities and net assets/fund balances | $3,533,283 |
Grants Awarded
Over the last fiscal year, Rotarian Foundation Of Livermore has awarded $12,479 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
LVEF | | | $7,461 |
DEL VALLE HS SCHOOL OF ART | | | $5,018 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Rotarian Foundation Of Livermore has recieved totaling $10,625.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $10,625 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Myotonic Dystrophy Foundation Oakland, CA | $5,846,076 | $2,383,618 |
Cardiac Therapy Foundation Of The Midpeninsula Palo Alto, CA | $823,071 | $664,303 |
Heal Child Skin Disease Foundation Walnut Creek, CA | $397,470 | $347,007 |
Livermore High Cowboy Boosters Livermore, CA | $138,269 | $283,880 |
Rotarian Foundation Of Livermore Livermore, CA | $3,533,283 | $1,979,289 |
Viking Charities Inc Solvang, CA | $2,460,952 | $497,343 |
Hepatitis C Clinical Education Group Inc Garden Grove, CA | $68,034 | $0 |
Interventional Initiative Alamo, CA | $228,970 | $231,749 |
Western Urological Foundation Santa Ana, CA | $1,660,959 | $146,142 |
Pulmonary Fibrosis Now Inc Chino, CA | $166,149 | $0 |
Ovarian Cancer Alliance Of Arizona Phoenix, AZ | $55,395 | $0 |
Victory Church Of Deliverance Vallejo, CA | $175,557 | $0 |