Civic Intelligence

San Marcos Rotary Club

EIN 23-7051065 • 501(c)4 • San Marcos, CA

Profile

The san marcos rotary club members are volunteers who work locally, regionally, and internationally to combat hunger, improve health and sanitation, provide education and job training, promote peace and understanding and contribute funds to eradicate polio uner the motto - service above self.

PO Box 146San Marcos, CA 92079

www.sanmarcosrotaryclub.org

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

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

94th percentile

77%

Faster asset growth than 94% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

64th percentile

7.4%

Faster revenue growth than 64% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$22,404

Up $9,766 (+77%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$22,404

Up $9,766 (+77%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Up

$26,472

Up $1,827 (+7.4%) from 2024

Expenses

Down

$16,706

Down $6,736 (-29%) from 2024

Net Income

Up

$9,766

Up $8,563 (+712%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

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

$30K$20K$10K$0Assets 2013: $13,454Liabilities 2013: $0Net Assets 2013: $13,4542013Assets 2014: $11,543Liabilities 2014: $0Net Assets 2014: $11,5432014Assets 2015: $3,256Liabilities 2015: $0Net Assets 2015: $3,2562015Assets 2016: $5,439Net Assets 2016: $5,4392016Assets 2017: $4,798Net Assets 2017: $4,7982017Assets 2018: $7,215Net Assets 2018: $7,2152018Assets 2019: $7,883Net Assets 2019: $7,8832019Assets 2020: $12,271Net Assets 2020: $12,2712020Assets 2021: $17,565Net Assets 2021: $17,5652021Assets 2022: $12,337Net Assets 2022: $12,3372022Assets 2023: $11,435Net Assets 2023: $11,4352023Assets 2024: $12,638Net Assets 2024: $12,6382024Assets 2025: $22,404Net Assets 2025: $22,4042025

Highlighted filing

2025

Assets$22,404
Liabilities-
Net Assets$22,404
Open 2025 Filing

Operations Trend

Revenue Growth64th percentile

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

$30K$20K$10K$0-$10KRevenue 2013: $28,535Expenses 2013: $27,599Net Income 2013: $9362013Revenue 2014: $23,246Expenses 2014: $25,157Net Income 2014: -$1,9112014Revenue 2015: $18,626Expenses 2015: $26,913Net Income 2015: -$8,2872015Revenue 2016: $20,902Expenses 2016: $24,146Net Income 2016: -$3,2442016Revenue 2017: $24,541Expenses 2017: $25,182Net Income 2017: -$6412017Revenue 2018: $27,730Expenses 2018: $25,313Net Income 2018: $2,4172018Revenue 2019: $27,571Expenses 2019: $26,903Net Income 2019: $6682019Revenue 2020: $26,945Expenses 2020: $22,457Net Income 2020: $4,4882020Revenue 2021: $13,968Expenses 2021: $8,674Net Income 2021: $5,2942021Revenue 2022: $23,132Expenses 2022: $28,360Net Income 2022: -$5,2282022Revenue 2023: $27,016Expenses 2023: $27,918Net Income 2023: -$9022023Revenue 2024: $24,645Expenses 2024: $23,442Net Income 2024: $1,2032024Revenue 2025: $26,472Expenses 2025: $16,706Net Income 2025: $9,7662025

Highlighted filing

2025

Revenue$26,472
Expenses$16,706
Net Income$9,766
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,404
Liabilities
-
Net assets
$22,404
Revenue
$26,472
Expenses
$16,706
Net income
$9,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.4$22.4$26.5$16.7$9.77
2024Detailed filing. Detailed filing data is available for this year.$12.6$12.6$24.6$23.4$1.20
2023Detailed filing. Detailed filing data is available for this year.$11.4$11.4$27.0$27.9$0.90
2022Detailed filing. Detailed filing data is available for this year.$12.3$12.3$23.1$28.4$5.23
2021Detailed filing. Detailed filing data is available for this year.$17.6$17.6$14.0$8.67$5.29
2020Detailed filing. Detailed filing data is available for this year.$12.3$12.3$26.9$22.5$4.49
2019Detailed filing. Detailed filing data is available for this year.$7.88$7.88$27.6$26.9$0.67
2018Detailed filing. Detailed filing data is available for this year.$7.22$7.22$27.7$25.3$2.42
2017Detailed filing. Detailed filing data is available for this year.$4.80$4.80$24.5$25.2$0.64
2016Detailed filing. Detailed filing data is available for this year.$5.44$5.44$20.9$24.1$3.24
2015Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$18.6$26.9$8.29
2014Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$23.2$25.2$1.91
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.00$13.5$28.5$27.6$0.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$26,472
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
THE SAN MARCOS ROTARY CLUB MEMBERS PROVIDE CONTRIBUTIONS TO THE ROTARY FOUNDATION TO PROVIDE FUNDS FOR INTERNATIONAL PROGRAMS.--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROD JONESPresidentPT$0--
CATHY BAURPresident ElectPT$0--
STEPHANIE JUNGERSENSecretaryPT$0--
MARGARET CHANTUNGTreasurerPT$0--
STEVE KILDOOPast PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
San Marcos Rotary Club
EIN
23-7051065
Phone
8586529419
Address
PO BOX 146, SAN MARCOS, CA 92079

Signing Officer

Name
Margaret L Chantung
Title
Treasurer
Phone
8586529419
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Melanie T Trias CPA
Address
2091 HALLMARK PLACE, ESCONDIDO, CA 92029
Preparer
Melanie T Trias
Phone
7605339536
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“LUNCH REVENUE 10,750”

Form 990-EZ, Part I, Line 16, Other Expenses

“DISTRICT DUES 1,334”

Form 990-EZ, Part I, Line 16, Other Expenses

“International dues/contributions 3,469”

Form 990-EZ, Part I, Line 16, Other Expenses

“LUNCH COST 8,442”

Form 990-EZ, Part I, Line 16, Other Expenses

“CHAMBER DUES 338”

Form 990-EZ, Part I, Line 16, Other Expenses

“Club supplies/branding 667”

Form 990-EZ, Part I, Line 16, Other Expenses

“Training/conferences/events 1,134”

Form 990-EZ, Part I, Line 16, Other Expenses

“CORPORATE FEES 25”

Raw XML Appendix118 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/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum07605606889
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 146
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN MARCOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092079
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012638
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022404
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02092
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09766
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012638
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022404
IRS990EZ/GrossReceiptsAmt026472
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013630
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012638
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022404
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012638
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022404
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROD JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHY BAUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE JUNGERSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARGARET CHANTUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVE KILDOO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015409
IRS990EZ/OtherRevenueTotalAmt010750
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt0547
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SAN MARCOS ROTARY CLUB MEMBERS PROVIDE CONTRIBUTIONS TO THE ROTARY FOUNDATION TO PROVIDE FUNDS FOR INTERNATIONAL PROGRAMS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016706
IRS990EZ/TotalRevenueAmt026472
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SANMARCOSROTARYCLUB.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LUNCH REVENUE 10,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISTRICT DUES 1,334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERNATIONAL DUES/CONTRIBUTIONS 3,469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LUNCH COST 8,442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHAMBER DUES 338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLUB SUPPLIES/BRANDING 667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRAINING/CONFERENCES/EVENTS 1,134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CORPORATE FEES 25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET L CHANTUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08586529419
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN MARCOS ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0SANM
ReturnHeader/Filer/EIN0237051065
ReturnHeader/Filer/PhoneNum08586529419
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 146
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092079
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELANIE T TRIAS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02091 HALLMARK PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESCONDIDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092029
ReturnHeader/PreparerPersonGrp/PhoneNum07605339536
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE T TRIAS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-30T05:41:59-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.