Civic Intelligence

Rotary International - North Napa

EIN 23-7440147 • 501(c)4 • Napa, CA

Profile

Rotary projects and scholarships

PO Box 493Napa, CA 94559

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

33rd percentile

-7.6%

Higher net margin than 33% 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

42nd percentile

-5.8%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

36th percentile

-12%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$59,007

Down $3,665 (-5.8%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$59,007

Down $3,599 (-5.7%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Down

$47,332

Down $6,698 (-12%) from 2024

Expenses

Up

$50,931

Up $2,807 (+5.8%) from 2024

Net Income

Down

-$3,599

Down $9,505 (-161%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$80K$60K$40K$20K$0Assets 2013: $62,028Liabilities 2013: $410Net Assets 2013: $61,6182013Assets 2014: $57,813Liabilities 2014: $0Net Assets 2014: $57,8132014Assets 2015: $51,272Liabilities 2015: $0Net Assets 2015: $51,2722015Assets 2016: $54,994Liabilities 2016: $0Net Assets 2016: $54,9942016Assets 2017: $49,159Net Assets 2017: $49,1592017Assets 2018: $44,225Net Assets 2018: $44,2252018Assets 2019: $55,561Net Assets 2019: $55,5612019Assets 2020: $55,591Net Assets 2020: $55,5912020Assets 2021: $59,983Net Assets 2021: $59,9832021Assets 2022: $57,671Liabilities 2022: $5Net Assets 2022: $57,6662022Assets 2023: $55,817Net Assets 2023: $55,8172023Assets 2024: $62,672Liabilities 2024: $66Net Assets 2024: $62,6062024Assets 2025: $59,007Net Assets 2025: $59,0072025

Highlighted filing

2025

Assets$59,007
Liabilities-
Net Assets$59,007
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2013: $63,029Expenses 2013: $60,355Net Income 2013: $2,6742013Revenue 2014: $53,118Expenses 2014: $56,923Net Income 2014: -$3,8052014Revenue 2015: $59,985Expenses 2015: $66,526Net Income 2015: -$6,5412015Revenue 2016: $68,321Expenses 2016: $64,599Net Income 2016: $3,7222016Revenue 2017: $65,529Expenses 2017: $71,364Net Income 2017: -$5,8352017Revenue 2018: $56,207Expenses 2018: $62,547Net Income 2018: -$6,3402018Revenue 2019: $69,351Expenses 2019: $57,115Net Income 2019: $12,2362019Revenue 2020: $43,811Expenses 2020: $43,981Net Income 2020: -$1702020Revenue 2021: $32,993Expenses 2021: $28,601Net Income 2021: $4,3922021Revenue 2022: $39,758Expenses 2022: $42,075Net Income 2022: -$2,3172022Revenue 2023: $57,889Expenses 2023: $59,738Net Income 2023: -$1,8492023Revenue 2024: $54,030Expenses 2024: $48,124Net Income 2024: $5,9062024Revenue 2025: $47,332Expenses 2025: $50,931Net Income 2025: -$3,5992025

Highlighted filing

2025

Revenue$47,332
Expenses$50,931
Net Income-$3,599
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$59,007
Liabilities
-
Net assets
$59,007
Revenue
$47,332
Expenses
$50,931
Net income
-$3,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$59.0$59.0$47.3$50.9$3.60
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.7$0.07$62.6$54.0$48.1$5.91
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.8$55.8$57.9$59.7$1.85
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.7$0.01$57.7$39.8$42.1$2.32
2021Detailed filing. Detailed filing data is available for this year.$60.0$60.0$33.0$28.6$4.39
2020Detailed filing. Detailed filing data is available for this year.$55.6$55.6$43.8$44.0$0.17
2019Detailed filing. Detailed filing data is available for this year.$55.6$55.6$69.4$57.1$12.2
2018Detailed filing. Detailed filing data is available for this year.$44.2$44.2$56.2$62.5$6.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.2$49.2$65.5$71.4$5.84
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.0$0.00$55.0$68.3$64.6$3.72
2015Detailed filing. Detailed filing data is available for this year.$51.3$0.00$51.3$60.0$66.5$6.54
2014Detailed filing. Detailed filing data is available for this year.$57.8$0.00$57.8$53.1$56.9$3.81
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.0$0.41$61.6$63.0$60.4$2.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$53,950
Mission and Program Overview

Mission

Rotary projects and scholarships

The object of Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular to encourage and foster: First-the development of acquaintance as an opportunity for service; Second-high ethical standards in business and professions; the recognition of the worthiness of all useful occupations, and the dignifying of each Rotarian's occupation as an opportunity to serve society; Third-the application of the ideal of service in each Rotarian's person, business and community life; Fourth-the advancement of international understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal of service.

Program Services

DescriptionGrantsExpenses
The object of Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise. To this end, various charities are helped throughout the year to accomplish their goals.$25,634$22,328
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAM OLSONPresident-$0--
MICHAEL WALUNDPresident-Elect-$0--
ANTHONY GIACCOSecretary-$0--
CHRISTINE BURNSTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
70's CELEBRATION$15,746$15,746$5,619$10,127
Dine Local Fundraiser$6,100$6,100$999$5,101
Total Events$21,846$21,846$6,618$15,228
Filing and Contact Details

Filer

Filer Name
Rotary International - North Napa
EIN
23-7440147
Address
PO BOX 493, NAPA, CA 94559

Signing Officer

Name
Christine Burns
Title
Treasurer
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Associated Tax & Financial Services
Address
3035 Solano Ave, Napa, CA 94558
Preparer
Molly Craver Peck Ea
Phone
7072520442
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.13

“| Donee's Name: MOLLY'S ANGELS | Donee's Address: 433 SOSCOL AVE., #A100 NAPA CA 94559 | Relationship of Donee: NONE | Cash Amount Given: $7500”

Other Expenses.1001

“Advertising and Promotion $471”

Other Expenses.1003

“Information Technology $489”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1195”

Other Expenses.1

“Meeting expenses/dinners $11378”

Other Expenses.2

“ROTARY INT'L DUES $3229”

Other Expenses.3

“GUEST DINNERS $2785”

Other Expenses.4

“Rotary district dues $1960”

Other Expenses.5

“DOOR PRIZE EXPENSES $872”

Other Expenses.6

“Badges, banners, etc $679”

Other Expenses.7

“MEMBER APPAREL $589”

Other Expenses.8

“MEETING EXPENSES $476”

Other Expenses.9

“BAR SUPPLIES $359”

Other Expenses.11

“TAXES/FEES $55”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $328”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $66 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix154 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/PersonNm0CHRISTINE BURNS
IRS990EZ/BooksInCareOfDetail/PhoneNum07072278475
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 493
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094559
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062672
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058679
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07657
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3599
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062672
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059007
IRS990EZ/FundraisingGrossIncomeAmt021846
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025634
IRS990EZ/GrossReceiptsAmt053950
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0209
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024238
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062606
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059007
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062606
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059007
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt312.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAM OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL WALUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANTHONY GIACCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINE BURNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0328
IRS990EZ/OtherExpensesTotalAmt024537
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The object of Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular to encourage and foster: First-the development of acquaintance as an opportunity for service; Second-high ethical standards in business and professions; the recognition of the worthiness of all useful occupations, and the dignifying of each Rotarian's occupation as an opportunity to serve society; Third-the application of the ideal of service in each Rotarian's person, business and community life; Fourth-the advancement of international understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal of service.
IRS990EZ/PrintingPublicationsPostageAmt0210
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The object of Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise. To this end, various charities are helped throughout the year to accomplish their goals.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025634
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022328
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06618
IRS990EZ/SpecialEventsNetIncomeLossAmt015228
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt066
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050931
IRS990EZ/TotalProgramServiceExpensesAmt022328
IRS990EZ/TotalRevenueAmt047332
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0http://northnaparotary.org/home
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06618
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm070's CELEBRATION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DINE LOCAL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015746
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021846
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015746
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021846
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015228
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06618
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05619
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MOLLY'S ANGELS | Donee's Address: 433 SOSCOL AVE., #A100 NAPA CA 94559 | Relationship of Donee: NONE | Cash Amount Given: $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $1195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEETING EXPENSES/DINNERS $11378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROTARY INT'L DUES $3229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GUEST DINNERS $2785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROTARY DISTRICT DUES $1960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DOOR PRIZE EXPENSES $872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BADGES, BANNERS, ETC $679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MEMBER APPAREL $589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEETING EXPENSES $476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BAR SUPPLIES $359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TAXES/FEES $55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Receivable - Beginning $0 Accounts Receivable - Ending $328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Payable and Accrued Expenses - Beginning $66 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1001
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE BURNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL - NORTH NAPA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237440147
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 493
ReturnHeader/Filer/USAddress/CityNm0NAPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094559
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680029333
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Associated Tax & Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03035 Solano Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Napa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094558
ReturnHeader/PreparerPersonGrp/PhoneNum07072520442
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MOLLY CRAVER PECK EA
ReturnHeader/ReturnTs02025-11-10T10:25:43-08:00
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