Civic Intelligence

Stockton Pacific Rotary Club

EIN 23-7373127 • 501(c)4 • Stockton, CA

Profile

Community and int'l service

P O Box 8626Stockton, CA 95208

n/A

Siviq Scores

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

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

20th percentile

-24%

Higher net margin than 20% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

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 2016

Asset Growth

31st percentile

-15%

Faster asset growth than 31% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

28th percentile

-22%

Faster revenue growth than 28% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$25,764

Down $4,459 (-15%) from 2015

Liabilities

Up

$702

Up $108 (+18%) from 2015

Net Assets

Down

$25,062

Down $4,567 (-15%) from 2015

Operations
Liabilities / Revenue73rd percentileNet Margin20th percentile

Revenue

Down

$19,377

Down $5,350 (-22%) from 2015

Expenses

Up

$23,944

Up $2,766 (+13%) from 2015

Net Income

Down

-$4,567

Down $8,116 (-229%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$40K$30K$20K$10K$0Assets 2011: $0Net Assets 2011: $02011Assets 2014: $26,326Liabilities 2014: $246Net Assets 2014: $26,0802014Assets 2015: $30,223Liabilities 2015: $594Net Assets 2015: $29,6292015Assets 2016: $25,764Liabilities 2016: $702Net Assets 2016: $25,0622016

Highlighted filing

2016

Assets$25,764
Liabilities$702
Net Assets$25,062
Open 2016 Filing

Operations Trend

Revenue Growth28th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $02011Revenue 2014: $25,488Expenses 2014: $23,605Net Income 2014: $1,8832014Revenue 2015: $24,727Expenses 2015: $21,178Net Income 2015: $3,5492015Revenue 2016: $19,377Expenses 2016: $23,944Net Income 2016: -$4,5672016

Highlighted filing

2016

Revenue$19,377
Expenses$23,944
Net Income-$4,567
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,764
Liabilities
$702
Net assets
$25,062
Revenue
$19,377
Expenses
$23,944
Net income
-$4,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$25.8$0.70$25.1$19.4$23.9$4.57
2015Detailed filing. Detailed filing data is available for this year.$30.2$0.59$29.6$24.7$21.2$3.55
2014Detailed filing. Detailed filing data is available for this year.$26.3$0.25$26.1$25.5$23.6$1.88
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 2, 2017
Return Version
2015v3.0
Gross Receipts
$31,025
Mission and Program Overview

Mission

Community and int'l service

Community and international service

Program Services

DescriptionGrantsExpenses
Fundraising income and recognitions of members' achievements provides funds to charitable organizations locally and internationally$33,914-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chuck WrightPresident-$0--
Dick EnnisSecretary-$0--
Geoffrey PateTreasurer-$0--
Jeff PragVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$19,340$19,340$11,648$7,692
Total Events$19,340$19,340$11,648$7,692
Filing and Contact Details

Filer

Filer Name
Stockton Pacific Rotary Club
EIN
23-7373127
Address
P O Box 8626, Stockton, CA 95208

Signing Officer

Name
Chuck Wright
Title
President
Signed
2017-02-02
Discuss with paid preparer
Yes

Preparer

Firm
Kalfsbeek & Co Acctcy Corp
Address
4529 Quail Lakes Dr Suite C, Stockton, CA 95207
Preparer
Donna Hammel
Phone
2092351040
Supplemental Narrative

Additional Explanations

Other Revenue.1

“$6533”

Other Expenses.1

“Youth services $4143”

Other Expenses.2

“Community service $4110”

Other Expenses.3

“Unallocated donations $3000”

Other Expenses.4

“Rotary International $2110”

Other Expenses.5

“International service $2000”

Other Expenses.6

“District dues $1413”

Other Expenses.7

“Club service $1343”

Other Expenses.8

“Lunch expense $1198”

Other Expenses.9

“Scholarship fund $1000”

Other Expenses.10

“Conferences and conventions $990”

Other Expenses.11

“Foundation dinner $900”

Other Expenses.12

“Supplies $580”

Other Expenses.13

“Miscellaneous Expense $370”

Other Expenses.14

“Badges and pins $222”

Other Expenses.15

“Waitresses gifts $200”

Other Expenses.17

“Rotary House $100”

Other Expenses.18

“Advertising $81”

Other Expenses.19

“Rose Bowl $50”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $594 Accounts Payable and Accrued Expenses - Ending $702”

Raw XML Appendix153 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02094032554
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 8626
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Stockton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095208
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030223
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dick Ennis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Geoffrey Pate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jeff Prag
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt023810
IRS990EZ/OtherRevenueTotalAmt06533
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0594
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023944
IRS990EZ/TotalProgramServiceExpensesAmt033914
IRS990EZ/TotalRevenueAmt019377
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011648
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019340
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011648
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$6533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Youth services $4143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Community service $4110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Unallocated donations $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rotary International $2110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5International service $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6District dues $1413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Club service $1343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Lunch expense $1198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Scholarship fund $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Conferences and conventions $990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Foundation dinner $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Supplies $580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Miscellaneous Expense $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Badges and pins $222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Waitresses gifts $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Rotary House $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Advertising $81
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Rose Bowl $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Accounts Payable and Accrued Expenses - Beginning $594 Accounts Payable and Accrued Expenses - Ending $702
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1001
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum02092351040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donna Hammel
ReturnHeader/ReturnTs02017-02-06T08:10:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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