Civic Intelligence

Rotary Club of Crestlinelake Gregory

EIN 23-7097656 • 501(c)4 • Crestline, CA

Profile

To encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster:1) The development of acquanitance as an opportunity for service;2) High ethical standards in business and professions;3) The application of the ideal of service in personal, business and community life; and4) The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

PO Box 1001Crestline, CA 92325

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

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

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Revenue Growth

60th percentile

4.5%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $11,721 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $11,721 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Down

$32,678

Down $7,819 (-19%) from 2022

Expenses

Down

$20,704

Down $16,533 (-44%) from 2022

Net Income

Up

$11,974

Up $8,714 (+267%) from 2022

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2014: $14,013Net Assets 2014: $14,0132014Assets 2015: $13,586Net Assets 2015: $13,5862015Assets 2016: $9,372Net Assets 2016: $9,3722016Assets 2017: $11,480Net Assets 2017: $11,4802017Assets 2021: $8,461Net Assets 2021: $8,4612021Assets 2022: $11,721Net Assets 2022: $11,7212022Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities-
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth60th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $24,648Expenses 2014: $31,838Net Income 2014: -$7,1902014Revenue 2015: $28,026Expenses 2015: $28,937Net Income 2015: -$9112015Revenue 2016: $38,716Expenses 2016: $42,635Net Income 2016: -$3,9192016Revenue 2017: $35,274Expenses 2017: $33,166Net Income 2017: $2,1082017Revenue 2021: $16,324Expenses 2021: $14,730Net Income 2021: $1,5942021Revenue 2022: $40,497Expenses 2022: $37,237Net Income 2022: $3,2602022Revenue 2025: $32,678Expenses 2025: $20,704Net Income 2025: $11,9742025

Highlighted filing

2025

Revenue$32,678
Expenses$20,704
Net Income$11,974
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$32,678
Expenses
$20,704
Net income
$11,974
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$32.7$20.7$12.0
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$11.7$40.5$37.2$3.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.46$8.46$16.3$14.7$1.59
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$11.5$35.3$33.2$2.11
2016Detailed filing. Detailed filing data is available for this year.$9.37$9.37$38.7$42.6$3.92
2015Detailed filing. Detailed filing data is available for this year.$13.6$13.6$28.0$28.9$0.91
2014Detailed filing. Detailed filing data is available for this year.$14.0$14.0$24.6$31.8$7.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 1, 2025
Return Version
2024v5.2
Gross Receipts
$34,616
Mission and Program Overview

Mission

To encourage and foster the ideal of service as a basis worthy enterprise and, in particular, to encourage and foster: 1) The development of acquanitance as an opportunity for service;

To encourage and foster the ideal of service as basis worthy enterprise and in particular, to encourage and foster: the development of acquaintance as an opportunity for service.

Program Services

DescriptionGrantsExpenses
1 COMMUNITY SERVICE, PROJECTS, THANKSGIVING DINNER, REC DINNER: 13370, 2 YOUTH & VOCATIONAL SERVICE: 3194, 3 INTERNATIONAL SERVICE: 8560--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA OSWALTTreasurer-$0--
JERILYNN MILLERPresident-$0--
KIMBERLY ANNSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Crestline Lake Gregory
EIN
23-7097656
Phone
9095343489
Address
PO BOX 1001, CRESTLINE, CA 92325

Signing Officer

Name
Linda Oswalt
Title
Treasurer
Phone
9095343489
Signed
2025-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Pablo Vega
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part 1 Line 10 ... 10173

“Community service receptions, thanksgiving dinner”

Raw XML Appendix94 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/PersonNm0LINDA OSWALT
IRS990EZ/BooksInCareOfDetail/PhoneNum09095766343
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1001
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Crestline
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092325
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03891
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011974
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02898
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt019362
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010744
IRS990EZ/GrossReceiptsAmt034616
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08863
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011974
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt06651
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA OSWALT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JERILYNN MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIMBERLY ANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS BASIS WORTHY ENTERPRISE AND IN PARTICULAR, TO ENCOURAGE AND FOSTER: THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE.
IRS990EZ/PrintingPublicationsPostageAmt0411
IRS990EZ/ProgramServiceRevenueAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt01 COMMUNITY SERVICE, PROJECTS, THANKSGIVING DINNER, REC DINNER: 13370, 2 YOUTH & VOCATIONAL SERVICE: 3194, 3 INTERNATIONAL SERVICE: 8560
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01938
IRS990EZ/SpecialEventsNetIncomeLossAmt017424
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020704
IRS990EZ/TotalRevenueAmt032678
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY SERVICE RECEPTIONS, THANKSGIVING DINNER
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 10 ... 10173
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA OSWALT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09095343489
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF CRESTLINE LAKE GREGORY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237097656
ReturnHeader/Filer/PhoneNum09095343489
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1001
ReturnHeader/Filer/USAddress/CityNm0CRESTLINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092325
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pablo Vega
ReturnHeader/ReturnTs02025-10-30T22:58:31Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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