Civic Intelligence

Yucca Valley Sunset Rotary

990EZ • Fiscal year 2019 • EIN 36-3980912

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 25, 2019

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

(760) 524-7076

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

21st percentile

-14%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

8.5%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$14,237

Down $2,349 (-14%) from 2018

Net Assets

Down

$14,237

Down $2,349 (-14%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Up

$17,558

Up $1,379 (+8.5%) from 2018

Expenses

Up

$19,907

Up $5,802 (+41%) from 2018

Net Income

Down

-$2,349

Down $4,423 (-213%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2019

Assets$14,237
Liabilities-
Net Assets$14,237
Open 2019 Filing

Operations Trend

Revenue Growth67th 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

2019

Revenue$17,558
Expenses$19,907
Net Income-$2,349
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 25, 2019
Return Version
2018v3.1
Gross Receipts
$69,713
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$12,838-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMARA MONTGOMERYPresident-$0--
SUE TSUDASecretary-$0--
VICKIE BRIDENSTINETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dessert Soiree$30,467$6,676$29,420$-22,744
Orchid Festival$30,224$5,804$15,647$-9,843
Total Events$60,691$12,480$49,805$-37,325
Filing and Contact Details

Filer

Filer Name
Yucca Valley Sunset Rotary
EIN
36-3980912
Phone
7605247076
Address
PO BOX 697, YUCCA VALLEY, CA 92286

Signing Officer

Name
Vickie Bridenstine
Title
Treasurer
Signed
2019-11-25
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $405”

Other Expenses.1

“DUES $4670”

Other Expenses.2

“The rotary foundation $4595”

Other Expenses.3

“DONATIONS $2150”

Other Expenses.4

“Christmas boxes-donations $1981”

Other Expenses.5

“SCHOLARSHIP $1500”

Other Expenses.6

“STAGE $1093”

Other Expenses.7

“Meals & entertainment $985”

Other Expenses.8

“OFFICE SUPPLIES $725”

Other Expenses.9

“TRAINING $679”

Other Expenses.10

“PO BOX RENEWAL $166”

Other Expenses.11

“PROFESSIONAL FEES $125”

Other Expenses.12

“BANK CHARGES $114”

Other Expenses.13

“POSTAGE $110”

Other Expenses.14

“FILING FEES $20”

Other Expenses.15

“MISCELLANOUS $4”

Other Assets.1

“PAVILION - Beginning $4536 PAVILION - Ending $6055”

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/PersonNm0VICKIE BRIDENSTINE
IRS990EZ/BooksInCareOfDetail/PhoneNum07605247076
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 836
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YUCCA VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092286
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012050
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08182
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt054874
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2349
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0585
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016586
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014237
IRS990EZ/FundraisingGrossIncomeAmt014829
IRS990EZ/GrossReceiptsAmt069713
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016586
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014237
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016586
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014237
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TAMARA MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUE TSUDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VICKIE BRIDENSTINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04536
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06055
IRS990EZ/OtherExpensesTotalAmt019322
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ORGANIZER FUNDRAISERS TO SUPPORT THE COMMUNITY AND LOCAL NON-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramServiceRevenueAmt010
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ORGANIZE FUNDRAISERS TO SUPPORT THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012838
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt052155
IRS990EZ/SpecialEventsNetIncomeLossAmt0-37326
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019907
IRS990EZ/TotalProgramServiceExpensesAmt012838
IRS990EZ/TotalRevenueAmt017558
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt048211
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023791
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt024420
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt049805
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DESSERT SOIREE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ORCHID FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01501
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03237
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04738
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt030224
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060691
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012480
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-37325
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt045067
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029420
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015647
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES $4670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ROTARY FOUNDATION $4595
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DONATIONS $2150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHRISTMAS BOXES-DONATIONS $1981
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIP $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STAGE $1093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEALS & ENTERTAINMENT $985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OFFICE SUPPLIES $725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TRAINING $679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PO BOX RENEWAL $166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PROFESSIONAL FEES $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BANK CHARGES $114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13POSTAGE $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14FILING FEES $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15MISCELLANOUS $4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PAVILION - Beginning $4536 PAVILION - Ending $6055
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 Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICKIE BRIDENSTINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YUCCA VALLEY SUNSET ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0YUCC
ReturnHeader/Filer/EIN0363980912
ReturnHeader/Filer/PhoneNum07605247076
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/BusinessNameLine1Txt0Abbott & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055898 29 Palms Hwy Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Yucca Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0922847802
ReturnHeader/PreparerPersonGrp/PhoneNum07603651040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shelly L Abbott EA
ReturnHeader/ReturnTs02019-11-25T15:09:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,237
Liabilities
-
Net assets
$14,237
Revenue
$17,558
Expenses
$19,907
Net income
-$2,349
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