Civic Intelligence

Rotary Club of Bonsall

EIN 33-0537291 • 501(c)4 • Bonsall, CA

Profile

Bonsall rotary's primary purpose is to provide service to the local and international communities through projects and donations.

PO Box 934Bonsall, CA 92003-0934

www.bonsallrotary.com

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

12th percentile

-57%

Higher net margin than 12% of similar nonprofits.

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

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 2020

Asset Growth

24th percentile

-27%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

16th percentile

-49%

Faster revenue growth than 16% of similar nonprofits.

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

Assets

Down

$35,004

Down $12,683 (-27%) from 2019

Liabilities

$101

No earlier filing loaded for comparison.

Net Assets

Down

$34,903

Down $12,784 (-27%) from 2019

Revenue

Down

$22,538

Down $21,962 (-49%) from 2019

Expenses

Up

$35,322

Up $2,189 (+6.6%) from 2019

Net Income

Down

-$12,784

Down $24,151 (-212%) from 2019

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $24,183Net Assets 2013: $24,1832013Assets 2014: $23,249Net Assets 2014: $23,2492014Assets 2015: $29,446Liabilities 2015: $163Net Assets 2015: $29,2832015Assets 2016: $34,399Liabilities 2016: $259Net Assets 2016: $34,1402016Assets 2017: $30,700Liabilities 2017: $259Net Assets 2017: $30,4412017Assets 2018: $36,579Liabilities 2018: $259Net Assets 2018: $36,3202018Assets 2019: $47,687Net Assets 2019: $47,6872019Assets 2020: $35,004Liabilities 2020: $101Net Assets 2020: $34,9032020

Highlighted filing

2020

Assets$35,004
Liabilities$101
Net Assets$34,903

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2013: $39,358Expenses 2013: $53,808Net Income 2013: -$14,4502013Revenue 2014: $52,539Expenses 2014: $53,473Net Income 2014: -$9342014Revenue 2015: $46,808Expenses 2015: $40,774Net Income 2015: $6,0342015Revenue 2016: $45,077Expenses 2016: $40,220Net Income 2016: $4,8572016Revenue 2017: $36,852Expenses 2017: $40,551Net Income 2017: -$3,6992017Revenue 2018: $32,960Expenses 2018: $27,081Net Income 2018: $5,8792018Revenue 2019: $44,500Expenses 2019: $33,133Net Income 2019: $11,3672019Revenue 2020: $22,538Expenses 2020: $35,322Net Income 2020: -$12,7842020

Highlighted filing

2020

Revenue$22,538
Expenses$35,322
Net Income-$12,784

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$28,657
Mission and Program Overview

Mission

Bonsall rotary's primary purpose is to provide service to the local and international communities through projects and donations.

Program Services

DescriptionGrantsExpenses
SUPPORT LOCAL FALLBROOK AREA CHARITIES WHICH PROVIDE SERVICES TO HANDICAPPED VETERANS, PARADISE FIRE VICTIMS, BOY'S AND GIRLS AFTER SCHOOL PROGRAMS, 4-H AND VARIOUS OTHER CAUSES.$16,579$30,799
ROTARY INTERNATIONAL$2,500$2,500
SCHOLARSHIPS TO LOCAL AREA STUDENTS.$2,023$2,023
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS KENNEDYPresident-$0--
JEFF JOHNSONSecretary-$0--
DENISE SAUNDERSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Bonsall
EIN
33-0537291
Phone
7607288393
Address
PO BOX 934, BONSALL, CA 92003-0934

Signing Officer

Name
Denise Saunders
Title
Treasurer
Phone
7607288393
Signed
2021-05-17

Preparer

Firm
Levering & Hvasta Cpas Llp
Address
5256 S MISSION RD STE 1210, BONSALL, CA 92003
Preparer
Mark a Hvasta CPA
Phone
7607288393
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: san diego county 4h / faa program address: 9335 hazard way, sutie 201 san diego, ca 92123 cash contribution: 5,079

Form 990-ez, Part I, Line 16

Expenses badges & engraving 28 chamber dues 150 computer expense 1,634 district dues 828 meal cost 7,408 miscellaneous 260 office supplies 52 po box 92 president's project 1,682 rotary international dues 1,606 subscriptions 20 student of the month 131 tax filing fees 35 website 294 total 14,220

Form 990-ez, Part II, Line 24

Grants receivable 2,500 0 total 2,500 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 101 sales tax payable 0 0

Form 990-ez, Part III

Bonsall rotary's primary purpose is to provide service to the local and international communities through projects and donations.

Form 990-ez, Part III, Line 31

ROTARY INTERNATIONAL

Raw XML Appendix116 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/PersonNm0DENISE WILSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07607288393
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 934
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BONSALL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920030934
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045187
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035004
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013806
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12784
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047687
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035004
IRS990EZ/FundraisingGrossIncomeAmt0200
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021102
IRS990EZ/GrossReceiptsAmt028657
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014651
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047687
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034903
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047687
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034903
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFF JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENISE SAUNDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02500
IRS990EZ/OtherExpensesTotalAmt014220
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BONSALL ROTARY'S PRIMARY PURPOSE IS TO PROVIDE SERVICE TO THE LOCAL AND INTERNATIONAL COMMUNITIES THROUGH PROJECTS AND DONATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT LOCAL FALLBROOK AREA CHARITIES WHICH PROVIDE SERVICES TO HANDICAPPED VETERANS, PARADISE FIRE VICTIMS, BOY'S AND GIRLS AFTER SCHOOL PROGRAMS, 4-H AND VARIOUS OTHER CAUSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS TO LOCAL AREA STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ROTARY INTERNATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016579
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12023
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030799
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12023
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06119
IRS990EZ/SpecialEventsNetIncomeLossAmt0-5919
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0101
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035322
IRS990EZ/TotalProgramServiceExpensesAmt035322
IRS990EZ/TotalRevenueAmt022538
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BONSALLROTARY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: SAN DIEGO COUNTY 4H / FAA PROGRAM ADDRESS: 9335 HAZARD WAY, SUTIE 201 SAN DIEGO, CA 92123 CASH CONTRIBUTION: 5,079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BADGES & ENGRAVING 28 CHAMBER DUES 150 COMPUTER EXPENSE 1,634 DISTRICT DUES 828 MEAL COST 7,408 MISCELLANEOUS 260 OFFICE SUPPLIES 52 PO BOX 92 PRESIDENT'S PROJECT 1,682 ROTARY INTERNATIONAL DUES 1,606 SUBSCRIPTIONS 20 STUDENT OF THE MONTH 131 TAX FILING FEES 35 WEBSITE 294 TOTAL 14,220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS RECEIVABLE 2,500 0 TOTAL 2,500 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 101 SALES TAX PAYABLE 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BONSALL ROTARY'S PRIMARY PURPOSE IS TO PROVIDE SERVICE TO THE LOCAL AND INTERNATIONAL COMMUNITIES THROUGH PROJECTS AND DONATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROTARY INTERNATIONAL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE SAUNDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607288393
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF BONSALL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0330537291
ReturnHeader/Filer/PhoneNum07607288393
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 934
ReturnHeader/Filer/USAddress/CityNm0BONSALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0920030934
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260283164
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEVERING & HVASTA CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05256 S MISSION RD STE 1210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BONSALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092003
ReturnHeader/PreparerPersonGrp/PhoneNum07607288393
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A HVASTA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-18T01:08:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.