Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Rotary International
990EZ • Fiscal year 2017 • EIN 45-4246588
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
9th percentile
Higher net margin than 9% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
17th percentile
Faster asset growth than 17% of similar nonprofits.
Revenue Growth
63rd percentile
Faster revenue growth than 63% of similar nonprofits.
Balance Sheet
Assets
Down$24,537
Down $12,255 (-33%) from 2015
Net Assets
Down$24,537
Down $12,255 (-33%) from 2015
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
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
Historical Trend
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
| Description | Grants | Expenses |
|---|---|---|
| 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
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JACKLYN GRAHAM | Secretary | PT | $0 | - | - |
| SHARON PIRA | President | PT | $0 | - | - |
| ED SMITH | Vice President | PT | $0 | - | - |
| HARUNO ITO | Treasurer | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | HARUNO ITO CPA |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8313728104 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 659 ABREGO ST STE 1B |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MONTEREY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93940 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 42614 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 24479 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 19992 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -17624 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 42614 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 24537 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 26170 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 28527 |
| IRS990EZ/GrossReceiptsAmt | 0 | 64684 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 2 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 5596 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 42161 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 24537 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 42161 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 24537 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JACKLYN GRAHAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SHARON PIRA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ED SMITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | HARUNO ITO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 58 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 37622 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 12924 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 17836 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 48313 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 28527 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 16159 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 10011 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 453 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 66149 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 66149 |
| IRS990EZ/TotalRevenueAmt | 0 | 48525 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.canneryrowrotary.org |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt | 0 | 1600 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt | 0 | 1600 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 4700 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 4700 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 16159 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | INT'L NIGHT |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 13040 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 13040 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 30870 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 30870 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 26170 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 26170 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 10011 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 1519 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 1519 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Donee's Name: COMMUNITY FOUNDATION FOR MONTEREY COUNTY | Donee's Address: 2354 GARDEN ROAD MONTEREY CA 93940 | Cash Amount Given: $8500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $3437 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | SERVICE PROJECT EXPENSES $19786 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | MEETING EXPENSE $14399 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Pledges and Grants Receivable - Beginning $0 Pledges and Grants Receivable - Ending $58 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Grants Payable - Beginning $453 Grants Payable - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Assets.1006 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Total Liabilities.1002 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | HARUNO ITO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ROTARY CLUB OF MONTEREY CANNERY ROW |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 454246588 |
| ReturnHeader/Filer/PhoneNum | 0 | 8313728104 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 1982 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MONTEREY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93942 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | TOLKAN & ITO CPAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 659 Abrego Street Suite 1B |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Monterey |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93940 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8313728104 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | HARUNO ITO CPA |
| ReturnHeader/ReturnTs | 0 | 2017-11-15T09:00:40-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
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.
- Assets
- $24,537
- Liabilities
- -
- Net assets
- $24,537
- Revenue
- $48,525
- Expenses
- $66,149
- Net income
- -$17,624
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net 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 | |