Civic Intelligence

Rotary Club of Santa Rosa Eastwest

990EZ • Fiscal year 2017 • EIN 23-7156053

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 10, 2017

Organization ProfileN/A
PO Box 2785Santa Rosa, CA 95405

(707) 538-8488

Siviq Scores

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

Liabilities / Assets

90th percentile

0.42x

Higher debt load relative to assets than 90% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

1.68x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-32%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-10.0%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-34%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$37,557

Down $4,155 (-10.0%) from 2016

Net Assets

Down

$21,809

Down $494 (-2.2%) from 2016

Liabilities

Down

$15,748

Down $3,661 (-19%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin10th percentile

Revenue

Down

$9,360

Down $4,844 (-34%) from 2016

Expenses

Up

$12,351

Up $795 (+6.9%) from 2016

Net Income

Down

-$2,991

Down $5,639 (-213%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$80K$60K$40K$20K$0Assets 2016: $41,712Liabilities 2016: $19,409Net Assets 2016: $22,3032016Assets 2017: $37,557Liabilities 2017: $15,748Net Assets 2017: $21,8092017Assets 2018: $50,208Liabilities 2018: $26,756Net Assets 2018: $23,4522018Assets 2020: $40,811Liabilities 2020: $15,188Net Assets 2020: $25,6232020Assets 2021: $37,595Liabilities 2021: $19,502Net Assets 2021: $18,0932021Assets 2022: $58,133Liabilities 2022: $17,667Net Assets 2022: $40,4662022Assets 2023: $72,112Liabilities 2023: $54,105Net Assets 2023: $18,0072023Assets 2024: $73,606Liabilities 2024: $53,553Net Assets 2024: $20,0532024Assets 2025: $64,562Liabilities 2025: $54,939Net Assets 2025: $9,6232025

Highlighted filing

2017

Assets$37,557
Liabilities$15,748
Net Assets$21,809
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2016: $14,204Expenses 2016: $11,556Net Income 2016: $2,6482016Revenue 2017: $9,360Expenses 2017: $12,351Net Income 2017: -$2,9912017Revenue 2018: $16,934Expenses 2018: $10,892Net Income 2018: $6,0422018Revenue 2020: $6,113Expenses 2020: $12,186Net Income 2020: -$6,0732020Revenue 2021: $10,751Expenses 2021: $17,957Net Income 2021: -$7,2062021Revenue 2022: $64,486Expenses 2022: $56,735Net Income 2022: $7,7512022Revenue 2023: $52,712Expenses 2023: $50,641Net Income 2023: $2,0712023Revenue 2024: $39,161Expenses 2024: $37,115Net Income 2024: $2,0462024Revenue 2025: $43,038Expenses 2025: $53,468Net Income 2025: -$10,4302025

Highlighted filing

2017

Revenue$9,360
Expenses$12,351
Net Income-$2,991
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$33,122
Mission and Program Overview

Mission

To provide programs, services and scholarships to the local, regional and international communities for those in need. Also to promote honesty, integrity and community service among its members.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION FUNCTIONS AS A ROTARY CLUB AFFILIATED WITH ROTARY INTERNATIONAL AND CARRIES OUT OBJECTIVES OF ROTARY INCLUDING GRANTS AS DETAILED ON SCHEDULE 0.$12,351-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J MaurerDirector-$0--
M LiraSecretaryPT$0--
T JacksonDirector-$0--
B ReedPresident-$0--
D CollierPresident Elect-$0--
T ChauncySergeant-At-Arm-$0--
K McDonaldTreasurerPT$0--
R AlonsoPast President-$0--
J ChirhartDirector-$0--
J MontgomeryDirector-$0--
J MilksDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
VETERAN'S DAY EVENT$21,265$21,265$8,758$12,507
Total Events$21,265$21,265$23,762$-2,497
Filing and Contact Details

Filer

Filer Name
Santa Rosa Rotary East
EIN
23-7156053
Phone
7075388488
Address
PO Box 2785, Santa Rosa, CA 95405

Signing Officer

Name
J Chirhart
Title
Director
Signed
2017-11-10
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2705”

Other Expenses.1

“Rotary International Dues $3737”

Other Expenses.2

“Rotary District Dues $2750”

Other Expenses.3

“Rotary International Conventio $2000”

Other Expenses.4

“District Assembly $450”

Other Expenses.6

“Roster Books and Pages $291”

Other Expenses.7

“Rose Parade - Pasadena $100”

Other Expenses.8

“Business Expense $25”

Other Assets.1

“Veteran's Day Event Funds Held in Agency - Beginning $16123 Veteran's Day Event Funds Held in Agency - Ending $13628”

Other Assets.2

“Computer - Beginning $518 Computer - Ending $517”

Total Liabilities.1

“Deferred Lunch Revenue - Beginning $1364 Deferred Lunch Revenue - Ending $0”

Total Liabilities.2

“Vet's Day Event Funds Agency Liability - Beginning $16125 Vet's Day Event Funds Agency Liability - Ending $13628”

Total Liabilities.3

“Other Agency Accounts - Beginning $1920 Other Agency Accounts - Ending $2120”

Raw XML Appendix168 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/PersonNm0JEAN CHIRHART
IRS990EZ/BooksInCareOfDetail/PhoneNum07075460272
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2785
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA ROSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095405
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025071
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023412
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2991
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041712
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037557
IRS990EZ/FundraisingGrossIncomeAmt021265
IRS990EZ/GrossReceiptsAmt033122
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011857
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022303
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021809
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022303
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021809
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt66.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0J Maurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1M Lira
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2T Jackson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3B Reed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4D Collier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5T Chauncy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6K McDonald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7R Alonso
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8J Chirhart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9J Montgomery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10J Milks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Sergeant-At-Arm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt016641
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014145
IRS990EZ/OtherChangesInNetAssetsAmt02497
IRS990EZ/OtherExpensesTotalAmt012058
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE PROGRAMS, SERVICES AND SCHOLARSHIPS TO THE LOCAL, REGIONAL AND INTERNATIONAL COMMUNITIES FOR THOSE IN NEED. ALSO TO PROMOTE HONESTY, INTEGRITY AND COMMUNITY SERVICE AMONG ITS MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt0293
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION FUNCTIONS AS A ROTARY CLUB AFFILIATED WITH ROTARY INTERNATIONAL AND CARRIES OUT OBJECTIVES OF ROTARY INCLUDING GRANTS AS DETAILED ON SCHEDULE 0.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012351
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt023762
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2497
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt019409
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015748
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012351
IRS990EZ/TotalProgramServiceExpensesAmt012351
IRS990EZ/TotalRevenueAmt09360
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023762
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01650
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01650
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VETERAN'S DAY EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010595
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021265
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2497
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08758
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08758
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02759
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Rotary International Dues $3737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rotary District Dues $2750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rotary International Conventio $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4District Assembly $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Roster Books and Pages $291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rose Parade - Pasadena $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Business Expense $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Veteran's Day Event Funds Held in Agency - Beginning $16123 Veteran's Day Event Funds Held in Agency - Ending $13628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Computer - Beginning $518 Computer - Ending $517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Deferred Lunch Revenue - Beginning $1364 Deferred Lunch Revenue - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Vet's Day Event Funds Agency Liability - Beginning $16125 Vet's Day Event Funds Agency Liability - Ending $13628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other Agency Accounts - Beginning $1920 Other Agency Accounts - Ending $2120
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0J Chirhart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Santa Rosa Rotary East
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0237156053
ReturnHeader/Filer/PhoneNum07075388488
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2785
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095405
ReturnHeader/ReturnTs02017-11-10T11:15:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,557
Liabilities
$15,748
Net assets
$21,809
Revenue
$9,360
Expenses
$12,351
Net income
-$2,991
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$64.6$54.9$9.62$43.0$53.5$10.4
2024Detailed filing. Detailed filing data is available for this year.$73.6$53.6$20.1$39.2$37.1$2.05
2023Detailed filing. Detailed filing data is available for this year.$72.1$54.1$18.0$52.7$50.6$2.07
2022Detailed filing. Detailed filing data is available for this year.$58.1$17.7$40.5$64.5$56.7$7.75
2021Detailed filing. Detailed filing data is available for this year.$37.6$19.5$18.1$10.8$18.0$7.21
2020Detailed filing. Detailed filing data is available for this year.$40.8$15.2$25.6$6.11$12.2$6.07
2018Detailed filing. Detailed filing data is available for this year.$50.2$26.8$23.5$16.9$10.9$6.04
2017Detailed filing. Detailed filing data is available for this year.$37.6$15.7$21.8$9.36$12.4$2.99
2016Detailed filing. Detailed filing data is available for this year.$41.7$19.4$22.3$14.2$11.6$2.65