Civic Intelligence

Yucca Valley Sunset Rotary

990EZ • Fiscal year 2017 • EIN 36-3980912

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 27, 2017

Organization ProfileN/A
PO Box 697Yucca Valley, CA 92286

(760) 401-5229

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

62nd percentile

8.4%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$14,512

No earlier filing loaded for comparison.

Net Assets

$14,512

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin62nd percentile

Revenue

$47,022

No earlier filing loaded for comparison.

Expenses

$43,088

No earlier filing loaded for comparison.

Net Income

$3,934

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2017: $14,512Net Assets 2017: $14,5122017Assets 2018: $16,586Net Assets 2018: $16,5862018Assets 2019: $14,237Net Assets 2019: $14,2372019Assets 2020: $18,237Liabilities 2020: $261Net Assets 2020: $17,9762020Assets 2023: $25,014Liabilities 2023: $261Net Assets 2023: $24,7532023Assets 2024: $16,189Liabilities 2024: $261Net Assets 2024: $15,9282024

Highlighted filing

2017

Assets$14,512
Liabilities-
Net Assets$14,512
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2017: $47,022Expenses 2017: $43,088Net Income 2017: $3,9342017Revenue 2018: $16,179Expenses 2018: $14,105Net Income 2018: $2,0742018Revenue 2019: $17,558Expenses 2019: $19,907Net Income 2019: -$2,3492019Revenue 2020: $22,361Expenses 2020: $18,622Net Income 2020: $3,7392020Revenue 2023: $1,478Expenses 2023: $17,168Net Income 2023: -$15,6902023Revenue 2024: $11,959Expenses 2024: $20,784Net Income 2024: -$8,8252024

Highlighted filing

2017

Revenue$47,022
Expenses$43,088
Net Income$3,934
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 27, 2017
Return Version
2016v3.0
Gross Receipts
$60,088
Mission and Program Overview

Mission

To organizer fundraisers to support the community and local non-profit organizations.

Program Services

DescriptionGrantsExpenses
TO ORGANIZE FUNDRAISERS TO SUPPORT THE COMMUNITY$35,713-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY TOWNEPresident-$0--
SUE TSUDASecretary-$0--
TAMI MONTGOMERYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Orchid Festival$24,566$11,636$900$10,736
Dessert Soiree$22,331$10,831$1,623$9,208
Total Events$46,897$22,467$10,782$11,685
Filing and Contact Details

Filer

Filer Name
Yucca Valley Sunset Rotary
EIN
36-3980912
Phone
7604015229
Address
PO BOX 697, YUCCA VALLEY, CA 92286

Signing Officer

Name
Tami Montgomery
Title
Treasurer
Signed
2017-11-27
Discuss with paid preparer
Yes

Preparer

Firm
Frazer Abbott & Company
Address
55898 29 Palms Hwy Suite A, Yucca Valley, CA 92284-7802
Preparer
Shelly L Abbott EA
Phone
7603651040
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $550”

Other Expenses.1

“DONATION $26110”

Other Expenses.2

“DUES $5750”

Other Expenses.3

“Meals & entertainment $5086”

Other Expenses.4

“RYLA $2252”

Other Expenses.5

“SCHOLARSHIP $1500”

Other Expenses.6

“OFFICE SUPPLIES $678”

Other Expenses.7

“FOOD DRIVE $250”

Other Expenses.8

“BANK CHARGES $222”

Other Expenses.9

“SUPPLIES $201”

Other Expenses.10

“PO BOX RENEWAL $160”

Other Expenses.11

“POSTAGE $49”

Other Expenses.12

“FILING FEES $30”

Other Assets.1

“PAVILION - Beginning $643 PAVILION - Ending $3511”

Raw XML Appendix155 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0TAMI MONTGOMERY
IRS990EZ/BooksInCareOfDetail/PhoneNum07604015229
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YUCCA VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092284
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09935
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IRS990EZ/ContributionsGiftsGrantsEtcAmt036105
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03934
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsAmt060088
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010578
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014512
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010578
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY TOWNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUE TSUDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAMI MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0643
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03511
IRS990EZ/OtherExpensesTotalAmt042838
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ORGANIZER FUNDRAISERS TO SUPPORT THE COMMUNITY AND LOCAL NON-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramServiceRevenueAmt0100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ORGANIZE FUNDRAISERS TO SUPPORT THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035713
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt013066
IRS990EZ/SpecialEventsNetIncomeLossAmt010817
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043088
IRS990EZ/TotalProgramServiceExpensesAmt035713
IRS990EZ/TotalRevenueAmt047022
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01200
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt0650
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01850
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt024430
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt012930
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt011500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010782
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01950
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01950
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ORCHID FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DESSERT SOIREE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02244
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01040
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03284
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024566
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046897
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011636
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022467
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011685
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01175
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01175
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02523
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0900
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01623
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATION $26110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES $5750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEALS & ENTERTAINMENT $5086
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RYLA $2252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIP $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICE SUPPLIES $678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FOOD DRIVE $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES $222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SUPPLIES $201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PO BOX RENEWAL $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11POSTAGE $49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12FILING FEES $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PAVILION - Beginning $643 PAVILION - Ending $3511
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMI MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YUCCA VALLEY SUNSET ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0YUCC
ReturnHeader/Filer/EIN0363980912
ReturnHeader/Filer/PhoneNum07604015229
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 697
ReturnHeader/Filer/USAddress/CityNm0YUCCA VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRAZER ABBOTT & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055898 29 Palms Hwy Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Yucca Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0922847802
ReturnHeader/PreparerPersonGrp/PhoneNum07603651040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shelly L Abbott EA
ReturnHeader/ReturnTs02017-11-27T13:19:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,512
Liabilities
-
Net assets
$14,512
Revenue
$47,022
Expenses
$43,088
Net income
$3,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.2$0.26$15.9$12.0$20.8$8.83
2023Detailed filing. Detailed filing data is available for this year.$25.0$0.26$24.8$1.48$17.2$15.7
2020Detailed filing. Detailed filing data is available for this year.$18.2$0.26$18.0$22.4$18.6$3.74
2019Detailed filing. Detailed filing data is available for this year.$14.2$14.2$17.6$19.9$2.35
2018Detailed filing. Detailed filing data is available for this year.$16.6$16.6$16.2$14.1$2.07
2017Detailed filing. Detailed filing data is available for this year.$14.5$14.5$47.0$43.1$3.93