Civic Intelligence

Bakersfield South Rotary Club

990EZ • Fiscal year 2014 • EIN 23-7051066

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

Organization ProfileWWW.BAKERSFIELDSOUTHROTARY.ORG
PO Box 202193303

(661) 301-6508

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

$33,877

No earlier filing loaded for comparison.

Net Assets

$33,877

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin9th percentile

Revenue

$26,864

No earlier filing loaded for comparison.

Expenses

$35,885

No earlier filing loaded for comparison.

Net Income

-$9,021

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2014: $33,877Liabilities 2014: $0Net Assets 2014: $33,8772014Assets 2015: $28,094Liabilities 2015: $0Net Assets 2015: $28,0942015

Highlighted filing

2014

Assets$33,877
Liabilities$0
Net Assets$33,877
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KRevenue 2014: $26,864Expenses 2014: $35,885Net Income 2014: -$9,0212014Revenue 2015: $18,981Expenses 2015: $24,764Net Income 2015: -$5,7832015

Highlighted filing

2014

Revenue$26,864
Expenses$35,885
Net Income-$9,021
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$26,864
Mission and Program Overview

Mission

SERVICE CLUB

Program Services

DescriptionGrantsExpenses
SPONSOR GOLF TOURNAMENT FOR KERN BRIDGES YOUTH HOMES$0$1,982
PRESIDENTS DISCRETIONARY$0$1,309
POLIO PLUS$0$1,229
OTHER DONATIONS TO VARIOUS PUBLIC CHARITIES$0$697
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEL THOMPSONPresident-$0--
JOHN BACONVice President-$0--
STEPHANIE BAKERSecretary-$0--
BRIAN BENNETTETreasurer-$0--
Filing and Contact Details

Filer

EIN
23-7051066
Phone
6613016508

Signing Officer

Name
Stephanie Baker
Title
Secretary
Phone
6613016508
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Gregory G Braun
Phone
6613257500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 13.”

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

“Description: polio plus project. Amount: 533. Description: happy bucks. Amount: 854. Description: miscellaneous revenue. Amount: 361. Total to form 990-ez, line 8: 1,748.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: rotary foundation. Grantee address: one rotary center, 1560 sherman ave. Evanston , il 60201-3698. Amount given: 1,229.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: bsr foundation. Grantee address: 901 20th st bakersfield, ca 93301. Amount given: 738.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: kern bridges youth homes. Grantee address: 1321 stine road bakersfield, ca 93309. Amount given: 1,982.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: valley acheivement center. Grantee address: 1300 stine rd bakersfield, ca 93309. Amount given: 204.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: ron's run. Grantee address: 901 20th st bakersfield, ca 93309. Amount given: 400.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: breakfast rotary club. Grantee address: 5060 california avenue bakersfield, ca 93309. Amount given: 150.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: twilight rotary club. Grantee address: 1200 truxtun avenue bakersfield, ca 93301. Amount given: 215.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: bakersfield senior center. Grantee address: 530 4th street bakersfield, ca 93304. Amount given: 300. Total included on form 990-ez, line 10: 5,218.”

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

“Description: international and district dues. Amount: 1,236. Description: member meetings. Amount: 16,501. Description: conferences and conventions. Amount: 11,374. Description: member recognition. Amount: 537. Description: bank service charges. Amount: 6. Description: miscellaneous administrative expense. Amount: 390. Total to form 990-ez, line 16: 30,044.”

Raw XML Appendix144 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10DELLA FREEMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum06613016508
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10248 FLOWER STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0BAKERSFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093305
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042898
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033877
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-9021
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0561
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042898
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033877
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05218
IRS990EZ/GrossReceiptsAmt026864
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt025103
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042898
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033877
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042898
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033877
IRS990EZ/OccupancyRentUtltsAndMaintAmt062
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEL THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN BACON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN BENNETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt030044
IRS990EZ/OtherRevenueTotalAmt01748
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSOR GOLF TOURNAMENT FOR KERN BRIDGES YOUTH HOMES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PRESIDENTS DISCRETIONARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2POLIO PLUS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER DONATIONS TO VARIOUS PUBLIC CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01982
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11309
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21229
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3697
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035885
IRS990EZ/TotalProgramServiceExpensesAmt05217
IRS990EZ/TotalRevenueAmt026864
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BAKERSFIELDSOUTHROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 13.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: POLIO PLUS PROJECT. AMOUNT: 533. DESCRIPTION: HAPPY BUCKS. AMOUNT: 854. DESCRIPTION: MISCELLANEOUS REVENUE. AMOUNT: 361. TOTAL TO FORM 990-EZ, LINE 8: 1,748.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: ROTARY FOUNDATION. GRANTEE ADDRESS: ONE ROTARY CENTER, 1560 SHERMAN AVE. EVANSTON , IL 60201-3698. AMOUNT GIVEN: 1,229.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: BSR FOUNDATION. GRANTEE ADDRESS: 901 20TH ST BAKERSFIELD, CA 93301. AMOUNT GIVEN: 738.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: KERN BRIDGES YOUTH HOMES. GRANTEE ADDRESS: 1321 STINE ROAD BAKERSFIELD, CA 93309. AMOUNT GIVEN: 1,982.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: VALLEY ACHEIVEMENT CENTER. GRANTEE ADDRESS: 1300 STINE RD BAKERSFIELD, CA 93309. AMOUNT GIVEN: 204.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: RON'S RUN. GRANTEE ADDRESS: 901 20TH ST BAKERSFIELD, CA 93309. AMOUNT GIVEN: 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: BREAKFAST ROTARY CLUB. GRANTEE ADDRESS: 5060 CALIFORNIA AVENUE BAKERSFIELD, CA 93309. AMOUNT GIVEN: 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: TWILIGHT ROTARY CLUB. GRANTEE ADDRESS: 1200 TRUXTUN AVENUE BAKERSFIELD, CA 93301. AMOUNT GIVEN: 215.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: BAKERSFIELD SENIOR CENTER. GRANTEE ADDRESS: 530 4TH STREET BAKERSFIELD, CA 93304. AMOUNT GIVEN: 300. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,218.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DESCRIPTION: INTERNATIONAL AND DISTRICT DUES. AMOUNT: 1,236. DESCRIPTION: MEMBER MEETINGS. AMOUNT: 16,501. DESCRIPTION: CONFERENCES AND CONVENTIONS. AMOUNT: 11,374. DESCRIPTION: MEMBER RECOGNITION. AMOUNT: 537. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 6. DESCRIPTION: MISCELLANEOUS ADMINISTRATIVE EXPENSE. AMOUNT: 390. TOTAL TO FORM 990-EZ, LINE 16: 30,044.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06613016508
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10BAKERSFIELD SOUTH ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0237051066
ReturnHeader/Filer/PhoneNum06613016508
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2021
ReturnHeader/Filer/USAddress/City0BAKERSFIELD
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093303
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330737981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105060 CALIFORNIA AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BAKERSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093309
ReturnHeader/PreparerPersonGrp/PhoneNum06613257500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY G BRAUN
ReturnHeader/ReturnTs02015-05-15T16:58:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,877
Liabilities
$0
Net assets
$33,877
Revenue
$26,864
Expenses
$35,885
Net income
-$9,021
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$19.0$24.8$5.78
2014Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$26.9$35.9$9.02