Civic Intelligence

Rotary Club of Carmel Valley

EIN 23-7281383 • 501(c)4 • Carmel, CA

Profile

To fund local and international community service projects

PO Box 221845Carmel, CA 93922

carmelvalleyrotaryclub.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 2025

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

71st percentile

14%

Higher net margin than 71% 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

92nd percentile

58%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

77th percentile

21%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$67,241

Up $24,560 (+58%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$67,241

Up $24,560 (+58%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin71st percentile

Revenue

Up

$173,252

Up $30,028 (+21%) from 2024

Expenses

Up

$148,692

Up $13,217 (+9.8%) from 2024

Net Income

Up

$24,560

Up $16,811 (+217%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$80K$60K$40K$20K$0Assets 2022: $40,493Liabilities 2022: $0Net Assets 2022: $40,4932022Assets 2023: $34,932Liabilities 2023: $0Net Assets 2023: $34,9322023Assets 2024: $42,681Liabilities 2024: $0Net Assets 2024: $42,6812024Assets 2025: $67,241Liabilities 2025: $0Net Assets 2025: $67,2412025

Highlighted filing

2025

Assets$67,241
Liabilities$0
Net Assets$67,241
Open 2025 Filing

Operations Trend

Revenue Growth77th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2022: $98,097Expenses 2022: $100,647Net Income 2022: -$2,5502022Revenue 2023: $133,700Expenses 2023: $139,261Net Income 2023: -$5,5612023Revenue 2024: $143,224Expenses 2024: $135,475Net Income 2024: $7,7492024Revenue 2025: $173,252Expenses 2025: $148,692Net Income 2025: $24,5602025

Highlighted filing

2025

Revenue$173,252
Expenses$148,692
Net Income$24,560
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$67,241
Liabilities
$0
Net assets
$67,241
Revenue
$173,252
Expenses
$148,692
Net income
$24,560
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.73$1.49$0.25
2024Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.43$1.35$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.34$1.39$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.98$1.01$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 15, 2025
Return Version
2024v5.2
Gross Receipts
$183,924
Mission and Program Overview

Mission

To fund local and international community service projects

Program Services

DescriptionGrantsExpenses
PARTNERS IN COMMUNITY SERVICE - PROVIDE GRANTS TO LOCAL NONPROFIT ORGANIZATIONS AS DETERMINED BY LOCAL STUDENTS WHO MEET TO DETERMINE NEEDS.$17,900$6,763
OTHER CHARITABLE EFFORTS THAT SUPPORT COMMUNITY SERVICE ORGANIZATIONS AND INDIVIDUALS - SUCH AS SPONSOR VNA FLU VACCINE CLINIC AND SCHOLARSHIPS TO HIGH SCHOOL SENIORS.$13,914$844
VOLUNTEER HOURS AT LAGUNA SECA RACETRACK - PARTNER WITH OTHER LOCAL NONPROFITS TO ASSIST WITH THEIR FUNDRAISING EFFORTS. INCLUDING SALINAS VALLEY MODEL RAILROAD CLUB AND COMMUNITY PARTNERSHIP FOR YOUTH.$5,947$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUSSELL CAMPBELLPresidentPT$0--
WILLIAM CATERTreasurerPT$0--
ROBERT SPADONISecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hearts of Gold Fundraiser$46,645$46,645$10,379$36,266
Laguna Seca Racetrack - Volunteer$20,407-$293-
Total Events$67,052$46,645$10,672$35,973
Filing and Contact Details

Filer

Filer Name
Rotary Club of Carmel Valley
EIN
23-7281383
Phone
8316251921
Address
PO BOX 221845, CARMEL, CA 93922

Signing Officer

Name
William Cater
Title
Treasurer
Phone
8316251921
Signed
2025-10-15
Supplemental Narrative

Additional Explanations

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

“Description: dividend/interest income. Amount: 474.”

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

“Activity classification: community service projects for local organizations. Grantee name: var nonprofit organizations (detail available). Property description: cash. Amount given: 59,457.”

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

“Activity classification: scholarships to individuals. Grantee name: various individuals (detail available). Property description: cash. Amount given: 5,250.”

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

“Activity classification: var costs related to charitable efforts listed above. Grantee name: various (detail available). Property description: cash. Amount given: 16,271. Total included on form 990-ez, line 10: 80,978.”

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

“Description: website. Amount: 589. Description: registry of charitable trusts. Amount: 75. Total to form 990-ez, line 16: 664.”

Raw XML Appendix141 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/BenefitsPaidToOrForMembersAmt067050
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILLIAM CATER TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum08313203438
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 221845
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093922
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042681
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067241
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt080744
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt024560
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042681
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067241
IRS990EZ/FundraisingGrossIncomeAmt046645
IRS990EZ/GrantsAndSimilarAmountsPaidAmt080978
IRS990EZ/GrossReceiptsAmt0183924
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0474
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt056061
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042681
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067241
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042681
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067241
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RUSSELL CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM CATER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT SPADONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0664
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO FUND LOCAL AND INTERNATIONAL COMMUNITY SERVICE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARTNERS IN COMMUNITY SERVICE - PROVIDE GRANTS TO LOCAL NONPROFIT ORGANIZATIONS AS DETERMINED BY LOCAL STUDENTS WHO MEET TO DETERMINE NEEDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OTHER CHARITABLE EFFORTS THAT SUPPORT COMMUNITY SERVICE ORGANIZATIONS AND INDIVIDUALS - SUCH AS SPONSOR VNA FLU VACCINE CLINIC AND SCHOLARSHIPS TO HIGH SCHOOL SENIORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2VOLUNTEER HOURS AT LAGUNA SECA RACETRACK - PARTNER WITH OTHER LOCAL NONPROFITS TO ASSIST WITH THEIR FUNDRAISING EFFORTS. INCLUDING SALINAS VALLEY MODEL RAILROAD CLUB AND COMMUNITY PARTNERSHIP FOR YOUTH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017900
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt113914
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25947
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06763
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1844
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SpecialEventsDirectExpensesAmt010672
IRS990EZ/SpecialEventsNetIncomeLossAmt035973
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0148692
IRS990EZ/TotalProgramServiceExpensesAmt07607
IRS990EZ/TotalRevenueAmt0173252
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0CARMELVALLEYROTARYCLUB.ORG
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt020407
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020407
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010672
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LAGUNA SECA RACETRACK - VOLUNTEER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HEARTS OF GOLD FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020407
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt046645
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067052
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt046645
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046645
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035973
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010672
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0293
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010379
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND/INTEREST INCOME. AMOUNT: 474.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: COMMUNITY SERVICE PROJECTS FOR LOCAL ORGANIZATIONS. GRANTEE NAME: VAR NONPROFIT ORGANIZATIONS (DETAIL AVAILABLE). PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 59,457.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIPS TO INDIVIDUALS. GRANTEE NAME: VARIOUS INDIVIDUALS (DETAIL AVAILABLE). PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: VAR COSTS RELATED TO CHARITABLE EFFORTS LISTED ABOVE. GRANTEE NAME: VARIOUS (DETAIL AVAILABLE). PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 16,271. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 80,978.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: WEBSITE. AMOUNT: 589. DESCRIPTION: REGISTRY OF CHARITABLE TRUSTS. AMOUNT: 75. TOTAL TO FORM 990-EZ, LINE 16: 664.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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 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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM CATER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08316251921
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF CARMEL VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237281383
ReturnHeader/Filer/PhoneNum08316251921
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 221845
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093922
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02025-10-21T19:12:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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