Civic Intelligence

Rotary International

EIN 26-0069064 • 501(c)4 • Los Gatos, CA

Profile

The object of rotary is to encourage and foster the idea of service as a worthy enterprise. The motto of rotary is "service above self".

P O Box 282Los Gatos, CA 95031

www.lgmorningrotary.org

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.18x

Higher debt load relative to assets than 83% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

0.30x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

28th percentile

-12%

Higher net margin than 28% 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

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

57th percentile

2.9%

Faster revenue growth than 57% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$76,479

Up $8,185 (+12%) from 2023

Liabilities

Up

$14,094

Up $10,794 (+327%) from 2023

Net Assets

Down

$62,385

Down $2,609 (-4.0%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin28th percentile

Revenue

Up

$46,413

Up $1,310 (+2.9%) from 2023

Expenses

Up

$52,013

Up $10,787 (+26%) from 2023

Net Income

Down

-$5,600

Down $9,477 (-244%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$80K$60K$40K$20K$0Assets 2017: $62,149Liabilities 2017: $400Net Assets 2017: $61,7492017Assets 2018: $61,185Liabilities 2018: $1,405Net Assets 2018: $59,7802018Assets 2019: $55,021Liabilities 2019: $1,232Net Assets 2019: $53,7892019Assets 2020: $63,258Liabilities 2020: $5,004Net Assets 2020: $58,2542020Assets 2021: $62,284Liabilities 2021: $1,483Net Assets 2021: $60,8012021Assets 2022: $62,930Liabilities 2022: $3,300Net Assets 2022: $59,6302022Assets 2023: $68,294Liabilities 2023: $3,300Net Assets 2023: $64,9942023Assets 2024: $76,479Liabilities 2024: $14,094Net Assets 2024: $62,3852024

Highlighted filing

2024

Assets$76,479
Liabilities$14,094
Net Assets$62,385
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2017: $62,814Expenses 2017: $52,846Net Income 2017: $9,9682017Revenue 2018: $50,782Expenses 2018: $52,907Net Income 2018: -$2,1252018Revenue 2019: $46,561Expenses 2019: $53,932Net Income 2019: -$7,3712019Revenue 2020: $43,289Expenses 2020: $38,857Net Income 2020: $4,4322020Revenue 2021: $16,535Expenses 2021: $15,601Net Income 2021: $9342021Revenue 2022: $42,352Expenses 2022: $41,886Net Income 2022: $4662022Revenue 2023: $45,103Expenses 2023: $41,226Net Income 2023: $3,8772023Revenue 2024: $46,413Expenses 2024: $52,013Net Income 2024: -$5,6002024

Highlighted filing

2024

Revenue$46,413
Expenses$52,013
Net Income-$5,600
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$76,479
Liabilities
$14,094
Net assets
$62,385
Revenue
$46,413
Expenses
$52,013
Net income
-$5,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.5$14.1$62.4$46.4$52.0$5.60
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.3$3.30$65.0$45.1$41.2$3.88
2022Detailed filing. Detailed filing data is available for this year.$62.9$3.30$59.6$42.4$41.9$0.47
2021Detailed filing. Detailed filing data is available for this year.$62.3$1.48$60.8$16.5$15.6$0.93
2020Detailed filing. Detailed filing data is available for this year.$63.3$5.00$58.3$43.3$38.9$4.43
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.0$1.23$53.8$46.6$53.9$7.37
2018Detailed filing. Detailed filing data is available for this year.$61.2$1.41$59.8$50.8$52.9$2.13
2017Detailed filing. Detailed filing data is available for this year.$62.1$0.40$61.7$62.8$52.8$9.97
Latest Detailed Filing

The latest 2024 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
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$42,352
Mission and Program Overview

Mission

The object of rotary is to encourage and foster the idea of service to others as a worthy enterprise. The motto of rotary is "service above self".

Program Services

DescriptionGrantsExpenses
COMMENCING JULY 1, 2014, ALL DONATIONS AND GRANTS ARE MADE UNDER THE AUSPICES OF THE LOS GATOS MORNING ROTARY CHARITABLE FOUNDATION, TIN: 27-0212530, OF WHICH THE LOS GATOS MORNING ROTARY CLUB IS THE SPONSORING ORGANIZATION.-$37,990
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY ARONICADirector-$0--
MOLLY PERRYDirector-$0--
JOHN HOGANTreasurer-$0--
KEVIN CAMARADirector-$0--
JOSEPH PFAHNLPres-Elect-$0--
TIMOTHY LUNDELLDirector-$0--
PATTY HUMECKEDirector-$0--
LYNNE BROWNDirector-$0--
CHRIS MILLERVice President-$0--
LISA SIEBERDirector-$0--
HELEN DONALDSecretary-$0--
GINGER MCDONALDImm Past Pres-$0--
DIANE BROWNPresident-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
26-0069064
Phone
4083587344
Address
P O BOX 282, LOS GATOS, CA 95031

Signing Officer

Name
John Hogan
Title
Treasurer
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Pfahnl & Hunt Accountancy Corporation
Address
6830 Via Del Oro Ste 107, San Jose, CA 95119
Preparer
Joseph W Pfahnl
Phone
4089939494
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $772”

Other Expenses.1003

“Information Technology $1798”

Other Expenses.1007

“Conferences, Conventions, and Meetings $800”

Other Expenses.1

“Club & district events $8348”

Other Expenses.2

“DUES & MEMBERSHIPS $6192”

Other Expenses.3

“Club & district expenses $4500”

Other Expenses.4

“Misc community donations $1085”

Other Expenses.6

“Taxes, licenses, permits $-55”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1483 Accounts Payable and Accrued Expenses - Ending $3300”

Raw XML Appendix171 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/PersonNm0JOHN HOGAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04083587344
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 282
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOS GATOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095031
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062284
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062930
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017447
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0466
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01235
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062284
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062930
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt042352
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060801
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059630
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060801
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059630
IRS990EZ/OccupancyRentUtltsAndMaintAmt017065
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt124.00
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/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY ARONICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MOLLY PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN HOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEVIN CAMARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOSEPH PFAHNL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TIMOTHY LUNDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PATTY HUMECKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LYNNE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHRIS MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LISA SIEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10HELEN DONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11GINGER MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12DIANE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRES-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11IMM PAST PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1637
IRS990EZ/OtherExpensesTotalAmt023440
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEA OF SERVICE TO OTHERS AS A WORTHY ENTERPRISE. THE MOTTO OF ROTARY IS "SERVICE ABOVE SELF".
IRS990EZ/PrintingPublicationsPostageAmt0146
IRS990EZ/ProgramServiceRevenueAmt024905
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMENCING JULY 1, 2014, ALL DONATIONS AND GRANTS ARE MADE UNDER THE AUSPICES OF THE LOS GATOS MORNING ROTARY CHARITABLE FOUNDATION, TIN: 27-0212530, OF WHICH THE LOS GATOS MORNING ROTARY CLUB IS THE SPONSORING ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037990
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01483
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03300
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041886
IRS990EZ/TotalProgramServiceExpensesAmt037990
IRS990EZ/TotalRevenueAmt042352
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.lgmorningrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $1798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLUB & DISTRICT EVENTS $8348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES & MEMBERSHIPS $6192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLUB & DISTRICT EXPENSES $4500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISC COMMUNITY DONATIONS $1085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES, LICENSES, PERMITS $-55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $1483 Accounts Payable and Accrued Expenses - Ending $3300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HOGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0D5170 LOS GATOS MORNING CA USA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0260069064
ReturnHeader/Filer/PhoneNum04083587344
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 282
ReturnHeader/Filer/USAddress/CityNm0LOS GATOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095031
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942203947
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pfahnl & Hunt Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06830 Via Del Oro Ste 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095119
ReturnHeader/PreparerPersonGrp/PhoneNum04089939494
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH W PFAHNL
ReturnHeader/ReturnTs02022-11-14T16:36:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOGAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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