ROTARY SERVICE FUND OF BURLINGAME

EIN: 946129029 501(c)(3)

BURLINGAME, CA

Total Revenue
$107,206
Total Expenses
$80,903
Total Assets
$664,011
Net Assets
$659,011
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1925
Legal Domicile
CA
Principal Officer
PHIL SIEGLE
Phone
6503421304
Tax Period
2024-07-01 to 2025-06-30

ROTARY SERVICE FUND OF BURLINGAME, founded in 1925, is a small nonprofit that reported $107K in total revenue in fiscal year 2024. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26K, a strong 25% operating margin.

Mission

WE PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $33,695
Program Service Revenue $0
Investment Income $36,994
Other Revenue $36,517
TOTAL REVENUE $107,206

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $80,903
Other Expenses $80,903
TOTAL EXPENSES $80,903

Year-over-Year Comparison

2024 2023 Change
Revenue $107,206 $59,101 +0.8%
Expenses $80,903 $55,122 +0.5%
Net Income $26,303 $3,979 +5.6%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
16
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AL ROYCE BOARD MEMBER 0.50
Officer
$0 $0 $0
BOB DOERR BOARD MEMBER 0.50
Officer
$0 $0 $0
BOBBA VENKATADRI BOARD MEMBER 0.50
Officer
$0 $0 $0
CHARLENE DRUMMER BOARD MEMBER 0.50
Officer
$0 $0 $0
DOUG PERSON PRESIDENT 0.50
Officer
$0 $0 $0
FRITZ BRAUNER BOARD MEMBER 0.50
Officer
$0 $0 $0
JEFF KROLIK BOARD MEMBER 0.50
Officer
$0 $0 $0
JENNIFER PENCE BOARD MEMBER 0.50
Officer
$0 $0 $0
JERRY WINGES BOARD MEMBER 0.50
Officer
$0 $0 $0
JOE LA MARIANA BOARD MEMBER 0.50
Officer
$0 $0 $0
MARILYN ORR SECRETARY 0.50
Officer
$0 $0 $0
NIMISHA MELAG BOARD MEMBER 0.50
Officer
$0 $0 $0
PHIL SIEGLE PAST PRESIDENT 0.50
Officer
$0 $0 $0
RAUL PULIDO BOARD MEMBER 0.50
Officer
$0 $0 $0
SCOTT CAMPBELL TREASURER 0.50
Officer
$0 $0 $0
WILLIAM LI BOARD MEMBER 0.50
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $107,206 $80,903 $664,011 $26,303
2024 No data No data No data No data
2023 $76,480 $30,465 $538,477 $46,015
2021 $107,335 $65,098 $562,354 $42,237
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