Civic Intelligence

Rotary Club of Valley Center

EIN 23-7408623 • 501(c)4 • Valley Center, CA

Profile

Scholarships/community service

PO Box 493Valley Center, CA 92082

rotary5340.org/CLUBWEB/943

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 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

8th percentile

-96%

Higher net margin than 8% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

16th percentile

-55%

Faster asset growth than 16% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

-5.7%

Faster revenue growth than 43% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$22,593

Up $1,413 (+6.7%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$22,593

Up $1,413 (+6.7%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$13,735

Down $4,554 (-25%) from 2022

Expenses

Down

$13,356

Down $5,127 (-28%) from 2022

Net Income

Up

$379

Up $573 (+295%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$30K$20K$10K$0Assets 2013: $27,513Liabilities 2013: $0Net Assets 2013: $27,5132013Assets 2014: $23,512Liabilities 2014: $0Net Assets 2014: $23,5122014Assets 2015: $22,196Liabilities 2015: $0Net Assets 2015: $22,1962015Assets 2017: $11,317Liabilities 2017: $200Net Assets 2017: $11,1172017Assets 2018: $9,431Net Assets 2018: $9,4312018Assets 2019: $16,707Net Assets 2019: $16,7072019Assets 2020: $18,542Net Assets 2020: $18,5422020Assets 2022: $21,180Net Assets 2022: $21,1802022Assets 2023: $22,593Net Assets 2023: $22,5932023

Highlighted filing

2023

Assets$22,593
Liabilities-
Net Assets$22,593
Open 2023 Filing

Operations Trend

Revenue Growth43rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2013: $61,626Expenses 2013: $66,014Net Income 2013: -$4,3882013Revenue 2014: $42,642Expenses 2014: $46,643Net Income 2014: -$4,0012014Revenue 2015: $37,818Expenses 2015: $39,134Net Income 2015: -$1,3162015Revenue 2017: $28,338Expenses 2017: $35,010Net Income 2017: -$6,6722017Revenue 2018: $34,200Expenses 2018: $35,886Net Income 2018: -$1,6862018Revenue 2019: $49,236Expenses 2019: $41,960Net Income 2019: $7,2762019Revenue 2020: $19,160Expenses 2020: $18,784Net Income 2020: $3762020Revenue 2022: $18,289Expenses 2022: $18,483Net Income 2022: -$1942022Revenue 2023: $13,735Expenses 2023: $13,356Net Income 2023: $3792023

Highlighted filing

2023

Revenue$13,735
Expenses$13,356
Net Income$379
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$22,593
Liabilities
-
Net assets
$22,593
Revenue
$13,735
Expenses
$13,356
Net income
$379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$22.6$13.7$13.4$0.38
2022Detailed filing. Detailed filing data is available for this year.$21.2$21.2$18.3$18.5$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$18.5$19.2$18.8$0.38
2019Detailed filing. Detailed filing data is available for this year.$16.7$16.7$49.2$42.0$7.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.43$9.43$34.2$35.9$1.69
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.20$11.1$28.3$35.0$6.67
2015Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$37.8$39.1$1.32
2014Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$42.6$46.6$4.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.5$0.00$27.5$61.6$66.0$4.39
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 2, 2022
Return Version
2021v4.1
Gross Receipts
$23,862
Mission and Program Overview

Mission

Scholarships/community service

To provide community service & scholarships to local youth

Program Services

DescriptionGrantsExpenses
Youth activies & student education$0$7,750
Community services$0$1,075
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicky LovejoyPresidentPT$0--
Kelly HernandezSecretaryPT$0--
Denette StewartTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Valley Center
EIN
23-7408623
Phone
7607396528
Address
PO Box 493, Valley Center, CA 92082

Signing Officer

Name
Denette Stewart
Title
Treasurer
Phone
7607396528
Signed
2022-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Lazy Dog Tax Service
Address
109 Scott Road, Hohenwald, TN 38462
Preparer
Lori Lallo EA
Phone
9312956707
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Misc 175.”

Form 990EZ, Part I, Line 8

“Meetings 1989.”

Form 990EZ, Part I, Line 16

“Dues 2586.”

Form 990EZ, Part I, Line 16

“Meeting Expenses 5542.”

Form 990EZ, Part I, Line 16

“Community Service Expenses 1075.”

Form 990EZ, Part I, Line 16

“Scholarships 7500.”

Form 990EZ, Part I, Line 16

“Donations 500.”

Form 990EZ, Part I, Line 16

“Conference 175.”

Form 990EZ, Part I, Line 16

“Misc 40.”

Form 990EZ, Part I, Line 16

“Awards 250.”

Form 990EZ, Part I, Line 16

“Club Runner 389.”

Form 990EZ, Part I, Line 20

“Diffrences coming into new year 1856.”

Raw XML Appendix142 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/PersonNm0Denette Stewart
IRS990EZ/BooksInCareOfDetail/PhoneNum07607396528
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 493
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Valley Center
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092082
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019518
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021180
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-194
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0320
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019518
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021180
IRS990EZ/FundraisingGrossIncomeAmt013466
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt023862
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08230
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019518
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021180
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019518
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021180
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
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/PersonNm0Nicky Lovejoy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kelly Hernandez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Denette Stewart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01856
IRS990EZ/OtherExpensesTotalAmt018057
IRS990EZ/OtherRevenueTotalAmt02164
IRS990EZ/PrimaryExemptPurposeTxt0To provide community service & scholarships to local youth
IRS990EZ/PrintingPublicationsPostageAmt0106
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Youth activies & student education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11075
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05573
IRS990EZ/SpecialEventsNetIncomeLossAmt07893
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018483
IRS990EZ/TotalProgramServiceExpensesAmt08825
IRS990EZ/TotalRevenueAmt018289
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Misc 175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meetings 1989.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues 2586.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meeting Expenses 5542.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Community Service Expenses 1075.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Scholarships 7500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Donations 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Conference 175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Misc 40.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Awards 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Club Runner 389.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Diffrences coming into new year 1856.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Denette Stewart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07607396528
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Valley Center
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237408623
ReturnHeader/Filer/PhoneNum07607396528
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 493
ReturnHeader/Filer/USAddress/CityNm0Valley Center
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092082
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853000289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lazy Dog Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0109 Scott Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hohenwald
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038462
ReturnHeader/PreparerPersonGrp/PhoneNum09312956707
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori Lallo EA
ReturnHeader/ReturnTs02022-08-15T12:51:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Denette
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Stewart
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.