Civic Intelligence

Rotary International

EIN 20-8809140 • 501(c)4 • Rohnert Park, CA

Rohnert Park, CA
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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

26th percentile

-14%

Higher net margin than 26% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2013 to 2015

Revenue Growth

29th percentile

-20%

Faster revenue growth than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2013 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$42,082

Up $8,090 (+24%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$42,082

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Down

$37,227

Down $21,014 (-36%) from 2013

Expenses

Down

$42,593

Down $11,465 (-21%) from 2013

Net Income

Down

-$5,366

Down $9,549 (-228%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$60K$40K$20K$0Assets 2011: $21,982Liabilities 2011: $02011Assets 2012: $29,809Liabilities 2012: $02012Assets 2013: $33,992Liabilities 2013: $02013Assets 2015: $42,082Net Assets 2015: $42,0822015

Highlighted filing

2015

Assets$42,082
Liabilities-
Net Assets$42,082
Open 2015 Filing

Operations Trend

Revenue Growth29th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $50,857Expenses 2011: $56,115Net Income 2011: -$5,2582011Revenue 2012: $55,450Expenses 2012: $47,623Net Income 2012: $7,8272012Revenue 2013: $58,241Expenses 2013: $54,058Net Income 2013: $4,1832013Revenue 2015: $37,227Expenses 2015: $42,593Net Income 2015: -$5,3662015

Highlighted filing

2015

Revenue$37,227
Expenses$42,593
Net Income-$5,366
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$42,082
Liabilities
-
Net assets
$42,082
Revenue
$37,227
Expenses
$42,593
Net income
-$5,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Summary only. Only limited summary data is available for this year.$42.1$42.1$37.2$42.6$5.37
2013Summary only. Only limited summary data is available for this year.$34.0$0.00$58.2$54.1$4.18
2012Summary only. Only limited summary data is available for this year.$29.8$0.00$55.5$47.6$7.83
2011Summary only. Only limited summary data is available for this year.$22.0$0.00$50.9$56.1$5.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$71,009
Mission and Program Overview

Mission

to encourage and foster the ideal of service as a basis of worth enterprise

Program Services

DescriptionGrantsExpenses
To encourage and foster the ideal of service as a basis of worth enterprise through weekly lunch meetings, supporting youth and nonprofit organization$42,593-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shari LorenzPresidentPT$0--
Kristine RedkoSecretary-$0--
Greg ChoTreasurer-$0--
Rosemary MojicaPast President-$0--
Len GeraldiPresident Elect-$0--
Claudia SmithPresident Nomin-$0--
Jim CurryDirector-$0--
Krista HallDirector-$0--
Robert LeysDirector-$0--
Don McNairDirector-$0--
Keith SchoenthalDirector-$0--
Amanda HodsonDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$34,440$34,440$23,368$11,072
All other small events$12,389$12,389$10,414$1,975
Total Events$46,829$46,829$33,782$13,047
Filing and Contact Details

Filer

Filer Name
Rotary Club of Rancho Cotati
EIN
20-8809140
Phone
7078435471
Address
1705 Walnut Creek Drive, Santa Rosa, CA 95403

Signing Officer

Name
Shari Lorenz
Title
President
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Goranson and Associates Inc
Address
717 College Avenue First Floor, Santa Rosa, CA 95404
Preparer
Susan E Goranson
Phone
7075421256
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Weekly meeting expenses $12275”

Other Expenses.2

“international outreach $10030”

Other Expenses.3

“Event expense $4918”

Other Expenses.4

“Total Rotary International Due $4490”

Other Expenses.5

“Youth Services $2556”

Other Expenses.6

“Misc. expense $1709”

Other Expenses.7

“Public relations $1570”

Other Expenses.8

“Club service expense $1106”

Other Expenses.9

“Dictionaries $694”

Other Expenses.10

“Foundation Expense $145”

Other Expenses.11

“Polio donation $100”

Other Assets.1005

“Accounts Receivable - Beginning $1075 Accounts Receivable - Ending $1075”

Raw XML Appendix174 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shari Lorenz
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Amanda Hodson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President Nomin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt01075
IRS990EZ/OtherExpensesTotalAmt039593
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt013047
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Weekly meeting expenses $12275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1international outreach $10030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Event expense $4918
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Total Rotary International Due $4490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Youth Services $2556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Misc. expense $1709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Public relations $1570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Club service expense $1106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Dictionaries $694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Foundation Expense $145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Polio donation $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Receivable - Beginning $1075 Accounts Receivable - Ending $1075
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 Assets.1005
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shari Lorenz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Rancho Cotati
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0208809140
ReturnHeader/Filer/PhoneNum07078435471
ReturnHeader/Filer/USAddress/AddressLine1Txt01705 Walnut Creek Drive
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goranson and Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0717 College Avenue First Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Rosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095404
ReturnHeader/PreparerPersonGrp/PhoneNum07075421256
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan E Goranson
ReturnHeader/ReturnTs02016-05-16T17:23:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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)4 • <$500k nonprofits