Civic Intelligence

Rotary International

EIN 45-4246588 • 501(c)4 • Monterey, CA

Profile

To fulfill the object of rotary: to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: 1. The development of acquaintance as an opportunity for service; 2. High ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying each rotarian's occupation as an opportunity to serve society; 3. The application of the ideal of service in each rotarian's personal, business and community life; 4. The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

PO Box 1982Monterey, CA 93942

www.canneryrowrotary.org

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

16th percentile

-36%

Higher net margin than 16% of similar nonprofits.

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

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 2017

Asset Growth

28th percentile

-18%

Faster asset growth than 28% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

62nd percentile

5.8%

Faster revenue growth than 62% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$24,537

Down $12,255 (-33%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$24,537

Down $12,255 (-33%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Up

$48,525

Up $5,208 (+12%) from 2015

Expenses

Up

$66,149

Up $31,142 (+89%) from 2015

Net Income

Down

-$17,624

Down $25,934 (-312%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$40K$30K$20K$10K$0Assets 2014: $28,482Net Assets 2014: $28,4822014Assets 2015: $36,792Net Assets 2015: $36,7922015Assets 2017: $24,537Net Assets 2017: $24,5372017

Highlighted filing

2017

Assets$24,537
Liabilities-
Net Assets$24,537
Open 2017 Filing

Operations Trend

Revenue Growth62nd percentile

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

$100K$50K$0-$50KRevenue 2014: $51,749Expenses 2014: $37,924Net Income 2014: $13,8252014Revenue 2015: $43,317Expenses 2015: $35,007Net Income 2015: $8,3102015Revenue 2017: $48,525Expenses 2017: $66,149Net Income 2017: -$17,6242017

Highlighted filing

2017

Revenue$48,525
Expenses$66,149
Net Income-$17,624
Open 2017 Filing

Filings

Most recent year

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

Open filing
Assets
$24,537
Liabilities
-
Net assets
$24,537
Revenue
$48,525
Expenses
$66,149
Net income
-$17,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$24.5$24.5$48.5$66.1$17.6
2015Detailed filing. Detailed filing data is available for this year.$36.8$36.8$43.3$35.0$8.31
2014Detailed filing. Detailed filing data is available for this year.$28.5$28.5$51.7$37.9$13.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$64,684
Mission and Program Overview

Mission

To fulfill the object of rotary: to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: 1. The development of acquaintance as an opportunity for service; 2. High ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying each rotarian's occupation as an opportunity to serve society; 3. The application of the ideal of service in each rotarian's personal, business and community life; 4. The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

Program Services

DescriptionGrantsExpenses
SERVICE PROJECTS AND SUPPORTS: SUPPORTED OTHER CLUBS SERVICE PROJECTS AND NON-PROFIT ORGANIZATIONS: PROVIDED WELL FOR A SCHOOL IN PHILIPPINES; SENT SHOES AND SOCKS TO SYRIAN REFUGEE CAMPS IN TURKEY; SPONSOR LOCAL NON-PROFITS SUCH AS COAST PROPERTY OWNERS ASSOCIATION, COMMUNITY EMERGENCY RESPONSE TEAM, HARA MOTION PICTURE, WORLDSTRIDES, GUITARS NOT GUNS, YMCA; PROVIDED SCHOLARSHIPS TO LOCAL COLLEGE STUDENTS; AND CONTRIBUTIONS TO ROTARY FOUNDATION.$48,313$28,527
ROTARY CLUB WEEKLY MEETINGS: 40 MEETINGS WERE HELD; AVERAGED 50% OF MEMBER PARTICIPATION AT EACH MEETING; EACH MEETING BROUGHT A GUEST SPEAKER TO EDUCATE MEMBERS ABOUT OUR COMMUNITY AND UPDATED MEMBERS WITH ROTARY ACTIVITIES LOCALLY AND INTERNATIONALLY.$17,836-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACKLYN GRAHAMSecretaryPT$0--
SHARON PIRAPresidentPT$0--
ED SMITHVice PresidentPT$0--
HARUNO ITOTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
INT'L NIGHT$30,870$26,170$1,519$24,651
Total Events$30,870$26,170$16,159$10,011
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
45-4246588
Phone
8313728104
Address
PO BOX 1982, MONTEREY, CA 93942

Signing Officer

Name
Haruno Ito
Title
Treasurer
Signed
2017-11-15

Preparer

Firm
Tolkan & Ito Cpas
Address
659 Abrego Street Suite 1B, Monterey, CA 93940
Preparer
Haruno Ito CPA
Phone
8313728104
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.15

“| Donee's Name: COMMUNITY FOUNDATION FOR MONTEREY COUNTY | Donee's Address: 2354 GARDEN ROAD MONTEREY CA 93940 | Cash Amount Given: $8500”

Other Expenses.1002

“Office Expenses $3437”

Other Expenses.1

“Service project expenses $19786”

Other Expenses.2

“MEETING EXPENSE $14399”

Other Assets.1006

“Pledges and Grants Receivable - Beginning $0 Pledges and Grants Receivable - Ending $58”

Total Liabilities.1002

“Grants Payable - Beginning $453 Grants Payable - Ending $0”

Raw XML Appendix138 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/PersonNm0HARUNO ITO CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum08313728104
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0659 ABREGO ST STE 1B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTEREY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042614
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024479
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019992
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17624
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042614
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024537
IRS990EZ/FundraisingGrossIncomeAmt026170
IRS990EZ/GrantsAndSimilarAmountsPaidAmt028527
IRS990EZ/GrossReceiptsAmt064684
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05596
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042161
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024537
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042161
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024537
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACKLYN GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHARON PIRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ED SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HARUNO ITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt058
IRS990EZ/OtherExpensesTotalAmt037622
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FULFILL THE OBJECT OF ROTARY: TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER: 1. THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; 2. HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS, THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS, AND THE DIGNIFYING EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; 3. THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS AND COMMUNITY LIFE; 4. THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
IRS990EZ/ProgramServiceRevenueAmt012924
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY CLUB WEEKLY MEETINGS: 40 MEETINGS WERE HELD; AVERAGED 50% OF MEMBER PARTICIPATION AT EACH MEETING; EACH MEETING BROUGHT A GUEST SPEAKER TO EDUCATE MEMBERS ABOUT OUR COMMUNITY AND UPDATED MEMBERS WITH ROTARY ACTIVITIES LOCALLY AND INTERNATIONALLY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SERVICE PROJECTS AND SUPPORTS: SUPPORTED OTHER CLUBS SERVICE PROJECTS AND NON-PROFIT ORGANIZATIONS: PROVIDED WELL FOR A SCHOOL IN PHILIPPINES; SENT SHOES AND SOCKS TO SYRIAN REFUGEE CAMPS IN TURKEY; SPONSOR LOCAL NON-PROFITS SUCH AS COAST PROPERTY OWNERS ASSOCIATION, COMMUNITY EMERGENCY RESPONSE TEAM, HARA MOTION PICTURE, WORLDSTRIDES, GUITARS NOT GUNS, YMCA; PROVIDED SCHOLARSHIPS TO LOCAL COLLEGE STUDENTS; AND CONTRIBUTIONS TO ROTARY FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017836
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt148313
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028527
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt016159
IRS990EZ/SpecialEventsNetIncomeLossAmt010011
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0453
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066149
IRS990EZ/TotalProgramServiceExpensesAmt066149
IRS990EZ/TotalRevenueAmt048525
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.canneryrowrotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01600
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01600
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt04700
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04700
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016159
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0INT'L NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt013040
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt013040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026170
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010011
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01519
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: COMMUNITY FOUNDATION FOR MONTEREY COUNTY | Donee's Address: 2354 GARDEN ROAD MONTEREY CA 93940 | Cash Amount Given: $8500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $3437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SERVICE PROJECT EXPENSES $19786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETING EXPENSE $14399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Pledges and Grants Receivable - Beginning $0 Pledges and Grants Receivable - Ending $58
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Grants Payable - Beginning $453 Grants Payable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1002
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HARUNO ITO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY CLUB OF MONTEREY CANNERY ROW
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0454246588
ReturnHeader/Filer/PhoneNum08313728104
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1982
ReturnHeader/Filer/USAddress/CityNm0MONTEREY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOLKAN & ITO CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0659 Abrego Street Suite 1B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08313728104
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARUNO ITO CPA
ReturnHeader/ReturnTs02017-11-15T09:00:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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