Civic Intelligence

Bakersfield South Rotary Club

EIN 23-7051066 • 501(c)4 • Bakersfield, CA

Profile

SERVICE CLUB

PO Box 2021Bakersfield, CA 93303

www.bakersfieldsouthrotary.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

17th percentile

-30%

Higher net margin than 17% 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

29th percentile

-17%

Faster asset growth than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-29%

Faster revenue growth than 24% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$28,094

Down $5,783 (-17%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$28,094

Down $5,783 (-17%) from 2014

Operations
Liabilities / Revenue61st percentileNet Margin17th percentile

Revenue

Down

$18,981

Down $7,883 (-29%) from 2014

Expenses

Down

$24,764

Down $11,121 (-31%) from 2014

Net Income

Up

-$5,783

Up $3,238 (+36%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$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

2015

Assets$28,094
Liabilities$0
Net Assets$28,094
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest 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

2015

Revenue$18,981
Expenses$24,764
Net Income-$5,783
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,094
Liabilities
$0
Net assets
$28,094
Revenue
$18,981
Expenses
$24,764
Net income
-$5,783
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
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
$18,981
Mission and Program Overview

Mission

SERVICE CLUB

Program Services

DescriptionGrantsExpenses
BAKERSFIELD BREAKFAST ROTARY$4,000$0
PRESIDENTS DISCRETIONARY$900$0
KERN BRIDGES YOUTH HOMES$150$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

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

Filer

Filer Name
Bakersfield South Rotary Club
EIN
23-7051066
Phone
6613016508
Address
PO BOX 2021, BAKERSFIELD, CA 93303

Signing Officer

Name
Stephanie Baker
Title
Secretary
Phone
6613016508
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
5060 CALIFORNIA AVE SUITE 800, BAKERSFIELD, CA 93309
Preparer
Gregory G Braun
Phone
6613257500
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 22.”

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

“Description: happy bucks. Amount: 565.”

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: 300.”

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: 600.”

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: 4,000.”

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

“Activity classification: public charity. Grantee name: kern county food bank. Grantee address: 1825 feliz dr bakersfield, ca 93307. Amount given: 150. Total included on form 990-ez, line 10: 5,050.”

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

“Description: international and district dues. Amount: 2,273. Description: member meetings. Amount: 12,746. Description: conferences and conventions. Amount: 2,223. Description: member recognition. Amount: 311. Description: postage, printing and copying. Amount: 926. Description: website. Amount: 659. Description: taxes and licenses. Amount: 10. Total to form 990-ez, line 16: 19,148.”

Raw XML Appendix132 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/BusinessNameLine1Txt0DELLA FREEMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum06613016508
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0248 FLOWER STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BAKERSFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093305
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033877
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028094
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-5783
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033877
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028094
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05050
IRS990EZ/GrossReceiptsAmt018981
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt022
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt018394
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033877
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028094
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033877
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028094
IRS990EZ/OccupancyRentUtltsAndMaintAmt066
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/OtherExpensesTotalAmt019148
IRS990EZ/OtherRevenueTotalAmt0565
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BAKERSFIELD BREAKFAST ROTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PRESIDENTS DISCRETIONARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2KERN BRIDGES YOUTH HOMES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1900
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2150
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024764
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt018981
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BAKERSFIELDSOUTHROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 22.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: HAPPY BUCKS. AMOUNT: 565.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: BSR FOUNDATION. GRANTEE ADDRESS: 901 20TH ST BAKERSFIELD, CA 93301. AMOUNT GIVEN: 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: KERN BRIDGES YOUTH HOMES. GRANTEE ADDRESS: 1321 STINE ROAD BAKERSFIELD, CA 93309. AMOUNT GIVEN: 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: BREAKFAST ROTARY CLUB. GRANTEE ADDRESS: 5060 CALIFORNIA AVENUE BAKERSFIELD, CA 93309. AMOUNT GIVEN: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: KERN COUNTY FOOD BANK. GRANTEE ADDRESS: 1825 FELIZ DR BAKERSFIELD, CA 93307. AMOUNT GIVEN: 150. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,050.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: INTERNATIONAL AND DISTRICT DUES. AMOUNT: 2,273. DESCRIPTION: MEMBER MEETINGS. AMOUNT: 12,746. DESCRIPTION: CONFERENCES AND CONVENTIONS. AMOUNT: 2,223. DESCRIPTION: MEMBER RECOGNITION. AMOUNT: 311. DESCRIPTION: POSTAGE, PRINTING AND COPYING. AMOUNT: 926. DESCRIPTION: WEBSITE. AMOUNT: 659. DESCRIPTION: TAXES AND LICENSES. AMOUNT: 10. TOTAL TO FORM 990-EZ, LINE 16: 19,148.
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 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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06613016508
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAKERSFIELD SOUTH ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0237051066
ReturnHeader/Filer/PhoneNum06613016508
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2021
ReturnHeader/Filer/USAddress/CityNm0BAKERSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093303
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330737981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05060 CALIFORNIA AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAKERSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093309
ReturnHeader/PreparerPersonGrp/PhoneNum06613257500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY G BRAUN
ReturnHeader/ReturnTs02016-05-16T18:23:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.