2024-05-15T21:09:06-05:00 2023-06-30 943384475 TIMPSON GARCIA LLP 70 WASHINGTON STREET SUITE 300 OAKLAND CA 946073705 990 2022-07-01 940727375 ROTARY CLUB OF OAKLAND ROTA 5104512120 1736 FRANKLIN STREET 200 OAKLAND CA 94612 MICHAEL BRUCK SECRETARY 5104512120 2024-05-15 1 MICHAEL BRUCK 999009999 1 WILLIAM E MOY P00379080 5108322325 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL BRUCK 1736 FRANKLIN STREET 200 OAKLAND CA 94612 275097 0 X WWW.OAKLAND-ROTARY.ORG X 1914 CA DEVELOP COMMUNITY LEADERS AND PROMOTE CIVIC PROJECTS SERVICING THE OAKLAND AREA. 15 15 1 96 0 0 0 0 247542 270023 16 2236 149 2838 247707 275097 0 0 0 0 80618 82007 0 0 0 215145 224335 295763 306342 -48056 -31245 207516 206059 56861 70475 150655 135584 DEVELOP COMMUNITY LEADERS AND PROMOTE CIVIC PROJECTS SERVICING THE OAKLAND AREA. 0 0 146446 272861 PROVIDE WEEKLY LUNCHEON MEETINGS FOR AN AVERAGE OF 95 MEMBERS AND GUESTS PER WEEK AS A FORUM FOR DISCUSSION OF CLUB BUSINESS, SERVICE PROJECTS, COMMUNITY SPEAKERS AND BUSINESS NETWORKING. NEWSLETTER AND ROSTER PUBLICATION FOR MEMBERSHIP. PROVIDE SUPPORT SERVICES TO OAKLAND ROTARY ENDOWMENT, A 501(C)(3) ORGANIZATION. 39353 PAYMENT OF DUES FOR MEMBERS TO ROTARY INTERNATIONAL AND ROTARY DISTRICT. 9161 ATTENDANCE AT VARIOUS INTERNATIONAL, DISTRICT AND LOCAL CONFERENCES.INCLUDES FOREIGN GRANTS: NO. 194960 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X X JESSE BOWDLE 5104512120 1736 FRANKLIN STREET OAKLAND CA 94612 X MICHAEL BRUCK SECRETARY 1.50 X X 0 0 0 LORNA PADIA MARKUS TREASURER 1.00 X X 0 0 0 WILL HOBBS DIRECTOR 0.50 X 0 0 0 MARY GEONG PRESIDENT 2.00 X X 0 0 0 KERI BUTKEVICH DIRECTOR 0.50 X 0 0 0 DUDLEY THOMPSON IMMEDIATE PAST PRESIDENT 0.50 X X 0 0 0 STEVE BLAIR DIRECTOR 0.50 X 0 0 0 RUTH STROUP DIRECTOR 0.50 X 0 0 0 JOEL PARROTT DIRECTOR 0.50 X 0 0 0 RIZA HERNANDEZ DIRECTOR 0.50 X 0 0 0 TOM LIMON PRESIDENT ELECT 1.50 X X 0 0 0 ALLISON BLISS DIRECTOR 0.50 X 0 0 0 RENIA WEBB DIRECTOR 0.50 X 0 0 0 GARY FLAXMAN DIRECTOR 0.50 X 0 0 0 JOYCE MACK DIRECTOR 0.50 X 0 0 0 ALE KAFFKA DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 MEMBERSHIP DUES AND FE 561499 211523 211523 ADMINISTRATIVE SERVICE 561499 57000 57000 SPONSORSHIP REVENUE 561499 1500 1500 270023 2236 2236 MISCELLANEOUS INCOME 561439 2838 2838 2838 275097 272861 0 2236 75000 33750 41250 7007 3153 3854 36159 15551 20608 30431 21917 8514 34571 2420 32151 9161 9161 1790 1253 537 1540 1540 DUES 39353 39353 PROGRAMS AND EVENTS 33555 33555 BAD DEBTS 23963 23963 PRESIDENT'S EXPENSES 3711 3711 10101 5633 4468 306342 194960 111382 0 119524 49623 40664 101425 38 16863 12670 8950 5510 3720 41780 34428 207516 206059 27667 39037 21395 10757 7799 20681 56861 70475 X 150655 135584 150655 135584 207516 206059 -31245 16174 0 X 0 0 0 3994 3994 0 8676 4956 3720 3720 DEPOSITS 886 DUE FROM RELATED PARTY 33542 34428 ACCRUED EXPENSES 20681 20681 FORM 990, PART VI, SECTION B, LINE 11B A COMMITTEE CONSISTING OF THE EXECUTIVE DIRECTOR AND TREASURER IS RESPONSIBLE FOR REVIEWING AND APPROVING THE FORM 990. A COPY OF THE APPROVED FORM 990 IS SUBSEQUENTLY PROVIDED TO THE BOARD OF DIRECTORS AT THE NEXT BOARD MEETING, WHICH MAY OCCUR AFTER THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C INDIVIDUALS AND BUSINESSES QUALIFIED TO PROVIDE GOODS AND SERVICES TO OAKLAND ROTARY OFTEN ARE OR BECOME MEMBERS, THEREFORE, THERE MAY BE TIMES WHEN A MEMBER MAY BE COMMERCIALLY ENGAGED BY ROTARY TO PROVIDE PROFESSIONAL SERVICES, OFFICE SUPPLIES AND EQUIPMENT, OR OTHER ITEMS. BECAUSE THESE SITUATIONS ALL INVOLVE CONFLICT OF INTEREST, THE FOLLOWING PROCEDURES APPLY: IF AN ISSUE IS TO BE DECIDED BY THE BOARD THAT INVOLVES POTENTIAL CONFLICT OF INTEREST FOR A BOARD MEMBER IT IS THE RESPONSIBILITY OF THE BOARD MEMBER TO: A. IDENTIFY THE POTENTIAL CONFLICT OF INTEREST. B. RECUSE HIMSELF/HERSELF FROM DISCUSSION OF THE PROGRAM OR MOTION BEING CONSIDERED. C. NOT VOTE ON THE ISSUE. IT IS THE RESPONSIBILITY OF THE BOARD TO: A. ONLY DECIDE TO HIRE OR CONTRACT WITH A BOARD MEMBER IF THEY ARE THE BEST QUALIFIED INDIVIDUALS AVAILABLE, AND WILLING TO PROVIDE THE GOODS OR SERVICES NEEDED AT THE BEST PRICE. B. RECORD IN THE MINUTES OF THE BOARD MEETING THE POTENTIAL CONFLICT OF INTEREST, AND THE USE OF THE PROCEDURES AND CRITERIA OF THIS POLICY. ALTHOUGH IT IS NOT A CONFLICT OF INTEREST TO REIMBURSE BOARD MEMBERS FOR EXPENSES INCURRED, BOARD MEMBERS ARE PROHIBITED BY LAW FROM BEING PAID FOR SERVING ON THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS CAN ALSO BE VIEWED ON THE GUIDESTAR.COM WEBSITE. RECORDS OF THE ORGANIZATION ARE AVAILABLE FOR INSPECTION UPON REQUEST AT THE BUSINESS OFFICE DURING NORMAL BUSINESS HOURS. OAKLAND ROTARY ENDOWMENT 1736 FRANKLIN STREET SUITE 200 OAKLAND CA 94612 942434641 MEMBERSHIP AND VOLUNTARY SERVICE ORGANIZATION CA 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 OAKLAND ROTARY ENDOWMENT Q 57000 ALLOCATION