Civic Intelligence

Rotary Club of Pacific Grove Charitable

EIN 20-3469532 • 501(c)3 • Pacific Grove, CA

Profile

As part of Rotary International, an organization of service clubs comprised of 1.2 million members worldwide from over 150 countries, the Rotary Club of Pacific Grove supports many local, national and international service projects helping to spread goodwill and better friendship throughout the world.

706 Forest AvePacific Grove, CA 93950

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

36th percentile

-4.8%

Higher net margin than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

48th percentile

-2.8%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

25th percentile

-33%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$54,316

Down $3,196 (-5.6%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$54,316

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin36th percentile

Revenue

Down

$30,417

Down $37,926 (-55%) from 2023

Expenses

Down

$31,886

Down $31,021 (-49%) from 2023

Net Income

Down

-$1,469

Down $6,905 (-127%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $35,216Liabilities 2011: $2,0002011Assets 2012: $32,893Liabilities 2012: $02012Assets 2013: $33,562Liabilities 2013: $02013Assets 2014: $34,986Liabilities 2014: $02014Assets 2015: $22,320Net Assets 2015: $22,3202015Assets 2016: $34,686Net Assets 2016: $34,6862016Assets 2017: $38,101Net Assets 2017: $38,1012017Assets 2018: $19,971Liabilities 2018: $02018Assets 2019: $35,862Net Assets 2019: $35,8622019Assets 2020: $31,219Net Assets 2020: $31,2192020Assets 2021: $43,212Net Assets 2021: $43,2122021Assets 2023: $57,512Liabilities 2023: $02023Assets 2025: $54,316Net Assets 2025: $54,3162025

Highlighted filing

2025

Assets$54,316
Liabilities-
Net Assets$54,316
Open 2025 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $74,263Expenses 2011: $76,229Net Income 2011: -$1,9662011Revenue 2012: $77,663Expenses 2012: $77,986Net Income 2012: -$3232012Revenue 2013: $86,127Expenses 2013: $85,458Net Income 2013: $6692013Revenue 2014: $86,329Expenses 2014: $84,905Net Income 2014: $1,4242014Revenue 2015: $76,924Expenses 2015: $89,590Net Income 2015: -$12,6662015Revenue 2016: $98,507Expenses 2016: $86,141Net Income 2016: $12,3662016Revenue 2017: $90,410Expenses 2017: $86,995Net Income 2017: $3,4152017Revenue 2018: $55,502Expenses 2018: $55,523Net Income 2018: -$212018Revenue 2019: $63,361Expenses 2019: $47,470Net Income 2019: $15,8912019Revenue 2020: $53,815Expenses 2020: $58,458Net Income 2020: -$4,6432020Revenue 2021: $27,381Expenses 2021: $15,388Net Income 2021: $11,9932021Revenue 2023: $68,343Expenses 2023: $62,907Net Income 2023: $5,4362023Revenue 2025: $30,417Expenses 2025: $31,886Net Income 2025: -$1,4692025

Highlighted filing

2025

Revenue$30,417
Expenses$31,886
Net Income-$1,469
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$54,316
Liabilities
-
Net assets
$54,316
Revenue
$30,417
Expenses
$31,886
Net income
-$1,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.3$54.3$30.4$31.9$1.47
2023Summary only. Only limited summary data is available for this year.$57.5$0.00$68.3$62.9$5.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.2$43.2$27.4$15.4$12.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.2$31.2$53.8$58.5$4.64
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.9$35.9$63.4$47.5$15.9
2018Summary only. Only limited summary data is available for this year.$20.0$0.00$55.5$55.5$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.1$38.1$90.4$87.0$3.42
2016Detailed filing. Detailed filing data is available for this year.$34.7$34.7$98.5$86.1$12.4
2015Detailed filing. Detailed filing data is available for this year.$22.3$22.3$76.9$89.6$12.7
2014Summary only. Only limited summary data is available for this year.$35.0$0.00$86.3$84.9$1.42
2013Summary only. Only limited summary data is available for this year.$33.6$0.00$86.1$85.5$0.67
2012Summary only. Only limited summary data is available for this year.$32.9$0.00$77.7$78.0$0.32
2011Summary only. Only limited summary data is available for this year.$35.2$2.00$74.3$76.2$1.97
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 2, 2017
Return Version
2015v3.0
Gross Receipts
$103,587
Mission and Program Overview

Mission

As a service club, we combine the talents and energy of our diverse membership to support projects for the betterment of both local and international communities.

Program Services

DescriptionGrantsExpenses
SEE STMT 3, FORM 990, PART II LINE 22$68,791$10,871
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM GREERPresident-$0--
TRACY PERKINSVice President-$0--
JOHN ROLANDTreasurer-$0--
JANE DURANT-JONESSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Pacific Grove Charitable
EIN
20-3469532
Phone
8313723877
Address
706 FOREST AVE, PACIFIC GROVE, CA 93950

Signing Officer

Name
Tom Greer
Title
President
Signed
2017-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Peter J Tansill CPA
Address
706 Forest Ave, Pacific Grove, CA 93950-4222
Preparer
Peter J Tansill CPA
Phone
8316431040
Supplemental Narrative

Additional Explanations

Other Expenses.1

“MEMBER LUNCHES $43468”

Other Expenses.2

“COMMUNITY SERVICE $13800”

Other Expenses.3

“FELLOWSHIP $13529”

Other Expenses.4

“Rotary international $4121”

Other Expenses.5

“DISTRICT DUES $2860”

Other Expenses.6

“SPEAKER LUNCHES $2300”

Other Expenses.7

“CC FEES $1662”

Other Expenses.8

“SUPPLIES $1531”

Other Expenses.9

“ROTARY FOUNDATION $875”

Other Expenses.10

“WEBSITE EXPENSE $599”

Other Expenses.11

“MEMBER DUES $570”

Other Expenses.12

“MISCELLANEOUS $546”

Other Expenses.13

“PROMOTIONAL $280”

Raw XML Appendix176 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN ROLAND
IRS990EZ/BooksInCareOfDetail/PhoneNum08313723877
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 51
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PACIFIC GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093950
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022320
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034686
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010871
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012366
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022320
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034686
IRS990EZ/FundraisingGrossIncomeAmt011000
IRS990EZ/GrossReceiptsAmt0103587
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012925
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022320
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034686
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022320
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034686
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOM GREER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRACY PERKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN ROLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANE DURANT-JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt086141
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0AS A SERVICE CLUB, WE COMBINE THE TALENTS AND ENERGY OF OUR DIVERSE MEMBERSHIP TO SUPPORT PROJECTS FOR THE BETTERMENT OF BOTH LOCAL AND INTERNATIONAL COMMUNITIES.
IRS990EZ/ProgramServiceRevenueAmt068791
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE STMT 3, FORM 990, PART II LINE 22
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt068791
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010871
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05080
IRS990EZ/SpecialEventsNetIncomeLossAmt05920
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086141
IRS990EZ/TotalProgramServiceExpensesAmt068791
IRS990EZ/TotalRevenueAmt098507
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010871
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011081
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013869
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08298
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061949
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt068791
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt065843
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt068499
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt072258
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt069365
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0344756
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0406705
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076924
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt086329
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt086127
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt077663
IRS990ScheduleA/Total509Grp/TotalAmt0406705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt076924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt086329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt086127
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt077687
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0406729
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBER LUNCHES $43468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY SERVICE $13800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FELLOWSHIP $13529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROTARY INTERNATIONAL $4121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISTRICT DUES $2860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SPEAKER LUNCHES $2300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CC FEES $1662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUPPLIES $1531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ROTARY FOUNDATION $875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEBSITE EXPENSE $599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MEMBER DUES $570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISCELLANEOUS $546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PROMOTIONAL $280
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM GREER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF PACIFIC GROVE CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0203469532
ReturnHeader/Filer/PhoneNum08313723877
ReturnHeader/Filer/USAddress/AddressLine1Txt0706 FOREST AVE
ReturnHeader/Filer/USAddress/CityNm0PACIFIC GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093950
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peter J Tansill CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0706 Forest Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pacific Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0939504222
ReturnHeader/PreparerPersonGrp/PhoneNum08316431040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J TANSILL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-02T15:05:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits