Civic Intelligence

Rotary Club of San Jose Charitable

EIN 26-4822442 • 501(c)3 • Jacksonville, FL

Profile

To raise funds to promote charitable, religious, educational and scientic purposes

PO Box 600654Jacksonville, FL 32260

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

34th percentile

-6.6%

Higher net margin than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

28th percentile

-26%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

47%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$7,770

Down $2,788 (-26%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$7,770

Down $2,788 (-26%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Up

$42,521

Up $13,611 (+47%) from 2016

Expenses

Up

$45,309

Up $17,416 (+62%) from 2016

Net Income

Down

-$2,788

Down $3,805 (-374%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$15K$10K$5.0K$0Assets 2011: $6,753Net Assets 2011: $6,7532011Assets 2012: $7,866Net Assets 2012: $7,8662012Assets 2013: $5,820Liabilities 2013: $40Net Assets 2013: $5,7802013Assets 2014: $7,413Net Assets 2014: $7,4132014Assets 2015: $9,541Net Assets 2015: $9,5412015Assets 2016: $10,558Net Assets 2016: $10,5582016Assets 2017: $7,770Net Assets 2017: $7,7702017

Highlighted filing

2017

Assets$7,770
Liabilities-
Net Assets$7,770
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $31,362Expenses 2011: $34,265Net Income 2011: -$2,9032011Revenue 2012: $32,616Expenses 2012: $31,503Net Income 2012: $1,1132012Revenue 2013: $39,075Expenses 2013: $42,001Net Income 2013: -$2,9262013Revenue 2014: $47,681Expenses 2014: $46,048Net Income 2014: $1,6332014Revenue 2015: $34,309Expenses 2015: $32,180Net Income 2015: $2,1292015Revenue 2016: $28,910Expenses 2016: $27,893Net Income 2016: $1,0172016Revenue 2017: $42,521Expenses 2017: $45,309Net Income 2017: -$2,7882017

Highlighted filing

2017

Revenue$42,521
Expenses$45,309
Net Income-$2,788
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$7,770
Liabilities
-
Net assets
$7,770
Revenue
$42,521
Expenses
$45,309
Net income
-$2,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.77$7.77$42.5$45.3$2.79
2016Detailed filing. Detailed filing data is available for this year.$10.6$10.6$28.9$27.9$1.02
2015Detailed filing. Detailed filing data is available for this year.$9.54$9.54$34.3$32.2$2.13
2014Detailed filing. Detailed filing data is available for this year.$7.41$7.41$47.7$46.0$1.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.82$0.04$5.78$39.1$42.0$2.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.87$7.87$32.6$31.5$1.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.75$6.75$31.4$34.3$2.90
Latest Detailed Filing

The latest 2017 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 11, 2016
Return Version
2015v2.1
Gross Receipts
$41,373
Mission and Program Overview

Mission

Raise money for local charities

To raise funds to promote charitable, religious, educational and scientic purposes

Program Services

DescriptionGrantsExpenses
SUPPORT IN KIND OF EDUCATION AND OTHER WELFARE COMMUNITY BASED$27,330$27,330
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE BRANNAMPresident-$0--
MIKE O'BRIENVice Preside-$0--
CHUCK TAMBLYNSecretary-$0--
DOUG CHILDSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
From Csa Import$37,058$37,058$12,463$24,595
Total Events$37,058$37,058$12,463$24,595
Filing and Contact Details

Filer

Filer Name
Rotary Club of San Jose Charitable
EIN
26-4822442
Phone
9046555552
Address
PO BOX 600654, JACKSONVILLE, FL 32260

Signing Officer

Name
Mike Brannam
Title
President
Phone
9046555552
Signed
2016-07-11

Preparer

Firm
Farmand Farmand & Farmand Llp
Address
4237 ATLANTIC BLVD, JACKSONVILLE, FL 32207-2040
Preparer
Mike Farmand
Phone
9043966838
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Donations exp. - other 22,730 0 0”

Form 990-ez, Part I, Line 16

“Expenses bank & credit card fees 502 business registration fees 61 total 563”

Form 990-ez, Part III

“To raise funds to promote charitable, religious, educational and scientic purposes”

Raw XML Appendix136 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/PersonNm0MIKE B FARMAND
IRS990EZ/BooksInCareOfDetail/PhoneNum09043966838
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04237 ATLANTIC BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032207
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09541
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010558
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04295
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01017
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09541
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010558
IRS990EZ/FundraisingGrossIncomeAmt037058
IRS990EZ/GrantsAndSimilarAmountsPaidAmt027330
IRS990EZ/GrossReceiptsAmt041373
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09541
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010558
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09541
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010558
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE BRANNAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIKE O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHUCK TAMBLYN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOUG CHILDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0563
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS TO PROMOTE CHARITABLE, RELIGIOUS, EDUCATIONAL AND SCIENTIC PURPOSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT IN KIND OF EDUCATION AND OTHER WELFARE COMMUNITY BASED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027330
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027330
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012463
IRS990EZ/SpecialEventsNetIncomeLossAmt024595
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027893
IRS990EZ/TotalProgramServiceExpensesAmt027330
IRS990EZ/TotalRevenueAmt028910
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010315
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025664
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010588
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02529
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032598
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt081694
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt037078
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt081694
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010315
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025664
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010588
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02529
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032598
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt081694
IRS990ScheduleA/TotalSupportAmt081694
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012463
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FROM CSA IMPORT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037058
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037058
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037058
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037058
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024595
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012463
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATIONS EXP. - OTHER 22,730 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK & CREDIT CARD FEES 502 BUSINESS REGISTRATION FEES 61 TOTAL 563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO RAISE FUNDS TO PROMOTE CHARITABLE, RELIGIOUS, EDUCATIONAL AND SCIENTIC PURPOSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE BRANNAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09046555552
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF SAN JOSE CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0264822442
ReturnHeader/Filer/PhoneNum09046555552
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 600654
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032260
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464247829
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FARMAND FARMAND & FARMAND LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04237 ATLANTIC BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0322072040
ReturnHeader/PreparerPersonGrp/PhoneNum09043966838
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIKE FARMAND
ReturnHeader/ReturnTs02016-07-18T15:43:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.