Civic Intelligence

Yucca Valley Sunset Rotary

990EZ • Fiscal year 2018 • EIN 36-3980912

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

70th percentile

13%

Higher net margin than 70% 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

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

5th percentile

-66%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$16,586

Up $2,074 (+14%) from 2017

Net Assets

Up

$16,586

Up $2,074 (+14%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Down

$16,179

Down $30,843 (-66%) from 2017

Expenses

Down

$14,105

Down $28,983 (-67%) from 2017

Net Income

Down

$2,074

Down $1,860 (-47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

2018

Assets$16,586
Liabilities-
Net Assets$16,586
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

2018

Revenue$16,179
Expenses$14,105
Net Income$2,074
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$62,357
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$10,492-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Orchid Festival$28,325$21,465$17,711$3,754
Dessert Soiree$25,045$20,980$19,678$1,302
Total Events$53,370$42,445$42,445-
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
2018-11-06
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 $184”

Other Expenses.1

“DONATION $6050”

Other Expenses.2

“RYLA $2100”

Other Expenses.3

“DUES $2072”

Other Expenses.4

“Meals & entertainment $999”

Other Expenses.5

“Repairs & maintenance $634”

Other Expenses.6

“SCHOLARSHIP $500”

Other Expenses.7

“BANK CHARGES $384”

Other Expenses.8

“FILING FEES $290”

Other Expenses.9

“PO BOX RENEWAL $160”

Other Expenses.10

“OFFICE SUPPLIES $98”

Other Expenses.11

“POSTAGE $49”

Other Expenses.12

“PROFESSIONAL FEES $25”

Other Assets.1

“PAVILION - Beginning $3511 PAVILION - Ending $4536”

Raw XML Appendix146 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/PersonNm0TAMI MONTGOMERY
IRS990EZ/BooksInCareOfDetail/PhoneNum07604015229
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04950 MORMON AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YUCCA VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092284
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011001
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012050
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016179
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02074
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0560
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014512
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016586
IRS990EZ/FundraisingGrossIncomeAmt046178
IRS990EZ/GrossReceiptsAmt062357
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014512
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016586
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014512
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016586
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS GUBLER
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/BOYAmt03511
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04536
IRS990EZ/OtherExpensesTotalAmt013545
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ORGANIZER FUNDRAISERS TO SUPPORT THE COMMUNITY AND LOCAL NON-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ORGANIZE FUNDRAISERS TO SUPPORT THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010492
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt046178
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014105
IRS990EZ/TotalProgramServiceExpensesAmt010492
IRS990EZ/TotalRevenueAmt016179
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt010925
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt06860
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt04065
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042445
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ORCHID FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DESSERT SOIREE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03754
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01302
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05056
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025045
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021465
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020980
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042445
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037389
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017711
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATION $6050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RYLA $2100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES $2072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEALS & ENTERTAINMENT $999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REPAIRS & MAINTENANCE $634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOLARSHIP $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $384
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FILING FEES $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PO BOX RENEWAL $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OFFICE SUPPLIES $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11POSTAGE $49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PROFESSIONAL FEES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PAVILION - Beginning $3511 PAVILION - Ending $4536
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMI MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
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/PreparerFirmEIN0161757129
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/ReturnTs02018-11-06T14:51:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$16,586
Liabilities
-
Net assets
$16,586
Revenue
$16,179
Expenses
$14,105
Net income
$2,074
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