Civic Intelligence

Rotary International

990 • Fiscal year 2018 • EIN 26-0069064

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 11, 2019

Organization Profilewww.lgmorningrotary.org
P O Box 282Los Gatos, CA 95031

(408) 358-7344

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

69th percentile

0.03x

Higher debt load relative to revenue than 69% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

32nd percentile

-4.2%

Higher net margin than 32% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

42nd percentile

-1.6%

Faster asset growth than 42% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$61,185

Down $964 (-1.6%) from 2017

Net Assets

Down

$59,780

Down $1,969 (-3.2%) from 2017

Liabilities

Up

$1,405

Up $1,005 (+251%) from 2017

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin32nd percentile

Revenue

Down

$50,782

Down $12,032 (-19%) from 2017

Expenses

Up

$52,907

Up $61 (+0.1%) from 2017

Net Income

Down

-$2,125

Down $12,093 (-121%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$61,185
Liabilities$1,405
Net Assets$59,780
Open 2018 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$50,782
Expenses$52,907
Net Income-$2,125
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 11, 2019
Return Version
2017v2.2
Gross Receipts
$50,782
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".

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".

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$61,749$59,780▼ $1,969
Savings and Temporary Cash Investments$25,254$40,410▲ $15,156
Cash and Non-Interest-Bearing Accounts$33,749$18,019▼ $15,730
Accounts Receivable$3,146$2,756▼ $390
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$62,149$61,185▼ $964
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$400$1,405▲ $1,005
Total Liabilities$400$1,405▲ $1,005
Net Assets / Fund Balance
Total Net Assets Fund Balance$61,749$59,780▼ $1,969
Total Liabilities and Net Assets / Fund Balance$62,149$61,185▼ $964
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Dan CatonTrf Chair
Moira SullivanPresident
Matthew SchafnitzVice President
Dan LawsonDirector
Molly PerryDirector
Micaela ParsonsClub Service
Michael BalistreriImm Past-pres
Margaret McinerneyINT'L SERVICE
Pamela MurphyMembership
Richard SchmidtPres Elect
Lynne BrownSecretary
Ron LykinsTreasurer
Chris MillerYouth Service
Revenue and Support

Revenue Composition

Contributions and Grants
$17,299
Program Service Revenue
$33,483
Investment Income
$0
Other Revenue
$0
All Other Contributions
$921
Change in Net Assets
$-2,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,407
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$24,022--$24,022
Conferences and Meetings$2,989--$2,989
Other Expenses$1,936--$1,936
Fees for Services Accounting-$1,801-$1,801
Information Technology-$761-$761
Office Expenses-$554-$554
Grants to Domestic Orgs$500--$500
Total Functional Expenses$49,791$3,116$0$52,907
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The los gatos morning rotary club is a member of "rotary international" and "rotary district 5170". The members of the los gatos morning rotary club elect the officers and board of directors annually.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“See response to line 6, above.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“See response to line 6, above.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Tax return (form 990 and related schedules) delivered to club treasurer. Tax returns are reviewed and approved by officers and directors prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Any conflicts of interest would be referred to the board of directors. A special committee would be formed if necessary.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All club documents are made available to club members upon written request. In addition, all club documents, including tax returns, are posted in the "members only" section of the club's website.”

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
Ron Lykins
Title
Treasurer
Phone
4083587344
Signed
2019-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Moira Sullivan
Formed
2003
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
90

Preparer

Firm
Pfahnl & Hunt Accountancy Corp
Address
333 W Santa Clara St 900, San Jose, CA 95113
Preparer
Joseph W Pfahnl
Phone
4089939494
Raw XML AppendixShowing 400 of 414 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0400
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01405
IRS990/AccountsReceivableGrp/BOYAmt03146
IRS990/AccountsReceivableGrp/EOYAmt02756
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEA OF SERVICE AS A WORTHY ENTERPRISE. THE MOTTO OF ROTARY IS "SERVICE ABOVE SELF".
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0921
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0RON LYKINS
IRS990/BooksInCareOfDetail/PhoneNum04083587344
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 282
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS GATOS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095031
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt033749
IRS990/CashNonInterestBearingGrp/EOYAmt018019
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02989
IRS990/ConferencesMeetingsGrp/TotalAmt02989
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt017299
IRS990/CYGrantsAndSimilarPaidAmt0500
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt052407
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt033483
IRS990/CYRevenuesLessExpensesAmt0-2125
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt052907
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt050782
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0COMMENCING 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.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt049791
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01801
IRS990/FeesForServicesAccountingGrp/TotalAmt01801
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRIS MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm1MICAELA PARSONS
IRS990/Form990PartVIISectionAGrp/PersonNm2PAMELA MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm3MARGARET MCINERNEY
IRS990/Form990PartVIISectionAGrp/PersonNm4DAN CATON
IRS990/Form990PartVIISectionAGrp/PersonNm5DAN LAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm6MOLLY PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm7MOIRA SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm8LYNNE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm9RON LYKINS
IRS990/Form990PartVIISectionAGrp/PersonNm10RICHARD SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm11MATTHEW SCHAFNITZ
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHAEL BALISTRERI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0YOUTH SERVICE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CLUB SERVICE
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt3INT'L SERVICE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRF CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRES ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt12IMM PAST-PRES
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0500
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt050782
IRS990/GroupExemptionNum00573
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0761
IRS990/InformationTechnologyGrp/TotalAmt0761
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt016378
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEA OF SERVICE AS A WORTHY ENTERPRISE. THE MOTTO OF ROTARY IS "SERVICE ABOVE SELF".
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt061749
IRS990/NetAssetsOrFundBalancesEOYAmt059780
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0156
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt024022
IRS990/OccupancyGrp/TotalAmt024022
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0554
IRS990/OfficeExpensesGrp/TotalAmt0554
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CLUB & DISTRICT EVENTS
IRS990/OtherExpensesGrp/Desc1DUES & MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc2RI YOUTH EXCHANGE EXPENSES
IRS990/OtherExpensesGrp/Desc3CLUB & DISTRICT EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt010494
IRS990/OtherExpensesGrp/ProgramServicesAmt17798
IRS990/OtherExpensesGrp/ProgramServicesAmt22052
IRS990/OtherExpensesGrp/ProgramServicesAmt31936
IRS990/OtherExpensesGrp/TotalAmt010494
IRS990/OtherExpensesGrp/TotalAmt17798
IRS990/OtherExpensesGrp/TotalAmt22052
IRS990/OtherExpensesGrp/TotalAmt31936
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MOIRA SULLIVAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CLUB & DISTRICT EVENTS
IRS990/ProgramServiceRevenueGrp/Desc1WEEKLY MEETINGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03345
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt130138
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03345
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130138
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt019860
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt042
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt052846
IRS990/PYOtherRevenueAmt0140
IRS990/PYProgramServiceRevenueAmt042772
IRS990/PYRevenuesLessExpensesAmt09968
IRS990/PYTotalExpensesAmt052846
IRS990/PYTotalRevenueAmt062814
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2125
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt061749
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt059780
IRS990/SavingsAndTempCashInvstGrp/BOYAmt025254
IRS990/SavingsAndTempCashInvstGrp/EOYAmt040410
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LOS GATOS MORNING ROTARY CLUB IS A MEMBER OF "ROTARY INTERNATIONAL" AND "ROTARY DISTRICT 5170". THE MEMBERS OF THE LOS GATOS MORNING ROTARY CLUB ELECT THE OFFICERS AND BOARD OF DIRECTORS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE RESPONSE TO LINE 6, ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SEE RESPONSE TO LINE 6, ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAX RETURN (FORM 990 AND RELATED SCHEDULES) DELIVERED TO CLUB TREASURER. TAX RETURNS ARE REVIEWED AND APPROVED BY OFFICERS AND DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY CONFLICTS OF INTEREST WOULD BE REFERRED TO THE BOARD OF DIRECTORS. A SPECIAL COMMITTEE WOULD BE FORMED IF NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL CLUB DOCUMENTS ARE MADE AVAILABLE TO CLUB MEMBERS UPON WRITTEN REQUEST. IN ADDITION, ALL CLUB DOCUMENTS, INCLUDING TAX RETURNS, ARE POSTED IN THE "MEMBERS ONLY" SECTION OF THE CLUB'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt062149
IRS990/TotalAssetsEOYAmt061185
IRS990/TotalAssetsGrp/BOYAmt062149
IRS990/TotalAssetsGrp/EOYAmt061185
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt017299
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03116
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt049791
IRS990/TotalFunctionalExpensesGrp/TotalAmt052907
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0400
IRS990/TotalLiabilitiesEOYAmt01405
IRS990/TotalLiabilitiesGrp/BOYAmt0400
IRS990/TotalLiabilitiesGrp/EOYAmt01405
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt061749
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt059780
IRS990/TotalProgramServiceExpensesAmt049791
IRS990/TotalProgramServiceRevenueAmt033483
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt033483
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt050782
IRS990/TotalVolunteersCnt090
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt062149
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt061185
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 282
IRS990/USAddress/CityNm0LO GATOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095031
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0www.lgmorningrotary.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RON LYKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04083587344
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,185
Liabilities
$1,405
Net assets
$59,780
Revenue
$50,782
Expenses
$52,907
Net income
-$2,125
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)4 • <$500k nonprofits