Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 26-0069064

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 30, 2020

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

74th percentile

0.08x

Higher debt load relative to assets than 74% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.12x

Higher debt load relative to revenue than 76% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

60th percentile

10%

Higher net margin than 60% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

-7.0%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$63,258

Up $8,237 (+15%) from 2019

Net Assets

Up

$58,254

Up $4,465 (+8.3%) from 2019

Liabilities

Up

$5,004

Up $3,772 (+306%) from 2019

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin60th percentile

Revenue

Down

$43,289

Down $3,272 (-7.0%) from 2019

Expenses

Down

$38,857

Down $15,075 (-28%) from 2019

Net Income

Up

$4,432

Up $11,803 (+160%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2020

Assets$63,258
Liabilities$5,004
Net Assets$58,254
Open 2020 Filing

Operations Trend

Revenue Growth58th 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

2020

Revenue$43,289
Expenses$38,857
Net Income$4,432
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 30, 2020
Return Version
2019v5.0
Gross Receipts
$43,289
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.$36,281-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAGHAN KLEINDirector-$0--
ROBERT HUNTDirector-$0--
JOHN HOGANTreasurer-$0--
KEVIN CAMERADirector-$0--
TIMOTHY LUNDELLDirector-$0--
SANJAY KHANDELWALDirector-$0--
MICHAEL KANEDirector-$0--
BILL PARKINVice President-$0--
LISA SIEBERDirector-$0--
BARBARA ALFORDSecretary-$0--
TREVOR SCHWARTZImm Past Pres-$0--
LYNNE 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
2020-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Pfahnl & Hunt Accountancy Corp
Address
333 W Santa Clara St 900, San Jose, CA 95113
Preparer
Joseph W Pfahnl
Phone
4089939494
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $264”

Other Expenses.1003

“Information Technology $687”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1770”

Other Expenses.1

“Club & district events $9861”

Other Expenses.2

“DUES & MEMBERSHIPS $7476”

Other Expenses.3

“Club & district expenses $591”

Other Assets.1005

“Accounts Receivable - Beginning $775 Accounts Receivable - Ending $0”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $1682 Prepaid Expenses and Deferred Charges - Ending $0”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1232 Accounts Payable and Accrued Expenses - Ending $5004”

Raw XML Appendix161 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/BOYAmt052564
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063258
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016382
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04432
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01625
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055021
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063258
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt043289
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053789
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058254
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053789
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058254
IRS990EZ/OccupancyRentUtltsAndMaintAmt016583
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/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt114.00
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/PersonNm0MAGHAN KLEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT HUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN HOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEVIN CAMERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TIMOTHY LUNDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SANJAY KHANDELWAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHAEL KANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BILL PARKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LISA SIEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BARBARA ALFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TREVOR SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LYNNE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10IMM PAST PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02457
IRS990EZ/OtherChangesInNetAssetsAmt033
IRS990EZ/OtherExpensesTotalAmt020649
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/ProgramServiceRevenueAmt026907
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/GrantsAndAllocationsAmt036281
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01232
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05004
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038857
IRS990EZ/TotalProgramServiceExpensesAmt036281
IRS990EZ/TotalRevenueAmt043289
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.lgmorningrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLUB & DISTRICT EVENTS $9861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES & MEMBERSHIPS $7476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLUB & DISTRICT EXPENSES $591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Receivable - Beginning $775 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Prepaid Expenses and Deferred Charges - Beginning $1682 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $1232 Accounts Payable and Accrued Expenses - Ending $5004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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 Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HOGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-30
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 Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 W Santa Clara St 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095113
ReturnHeader/PreparerPersonGrp/PhoneNum04089939494
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH W PFAHNL
ReturnHeader/ReturnTs02020-11-30T13:28:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,258
Liabilities
$5,004
Net assets
$58,254
Revenue
$43,289
Expenses
$38,857
Net income
$4,432
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