Civic Intelligence

Rotary International

EIN 51-0210795 • 501(c)4 • Moreno Valley, CA

Profile

CHARITABLE

Pob 297Moreno Valley, CA 92556

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

55th percentile

4.0%

Higher net margin than 55% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2015

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 2015

Asset Growth

65th percentile

5.2%

Faster asset growth than 65% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

64th percentile

6.9%

Faster revenue growth than 64% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$44,797

Up $2,213 (+5.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Up

$44,797

Up $2,213 (+5.2%) from 2014

Operations
Liabilities / Revenue61st percentileNet Margin55th percentile

Revenue

Up

$55,484

Up $3,572 (+6.9%) from 2014

Expenses

Up

$53,271

Up $7,805 (+17%) from 2014

Net Income

Down

$2,213

Down $4,233 (-66%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$60K$40K$20K$0Assets 2011: $34,217Liabilities 2011: $1,1182011Assets 2013: $36,138Liabilities 2013: $0Net Assets 2013: $36,1382013Assets 2014: $42,584Liabilities 2014: $0Net Assets 2014: $42,5842014Assets 2015: $44,797Liabilities 2015: $0Net Assets 2015: $44,7972015

Highlighted filing

2015

Assets$44,797
Liabilities$0
Net Assets$44,797
Open 2015 Filing

Operations Trend

Revenue Growth64th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $36,032Expenses 2011: $38,831Net Income 2011: -$2,7992011Revenue 2013: $41,887Expenses 2013: $38,848Net Income 2013: $3,0392013Revenue 2014: $51,912Expenses 2014: $45,466Net Income 2014: $6,4462014Revenue 2015: $55,484Expenses 2015: $53,271Net Income 2015: $2,2132015

Highlighted filing

2015

Revenue$55,484
Expenses$53,271
Net Income$2,213
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,797
Liabilities
$0
Net assets
$44,797
Revenue
$55,484
Expenses
$53,271
Net income
$2,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$44.8$0.00$44.8$55.5$53.3$2.21
2014Detailed filing. Detailed filing data is available for this year.$42.6$0.00$42.6$51.9$45.5$6.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.1$0.00$36.1$41.9$38.8$3.04
2011Summary only. Only limited summary data is available for this year.$34.2$1.12$36.0$38.8$2.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 16, 2016
Return Version
2014v6.0
Gross Receipts
$69,269
Mission and Program Overview

Mission

CHARITABLE

Program Services

DescriptionGrantsExpenses
MORENO VALLEY CA YOUTH RELATED ACTIVITES, PROGRAMS FOR NEEDY, INT'L HEALTH & RELIEF PROGRAMS$34,577$34,577
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDY FERGUSONPresident-$0--
THEODORE R HEILSecretary-$0--
MARY CARLSONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Truck Party$36,537$36,537-$36,537
Total Events$36,537$36,537$13,410$23,127
Filing and Contact Details

Filer

Filer Name
Rotary International Moreno Valley
EIN
51-0210795
Phone
9519245421
Address
POB 297, MORENO VALLEY, CA 92556

Signing Officer

Name
Mary Carlson
Title
Treasurer
Phone
9519245421
Signed
2016-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Tax Associates
Address
1201 E FLORIDA AVE, HEMET, CA 92543
Preparer
Mary Carlson Ea
Phone
9519245421
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Club service 20653. Community service 17189. International service 5157. Rotary international 1578. Scholarship funding 4155. Training 735. District grant funding 3249.”

Form 990EZ, Part II, Line 24

“Accounts receivable 11911. 5366. Machinery & equipment 134. 134.”

Raw XML Appendix123 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/PersonNm0MARY CARLSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09519245421
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt024104 SUNNYMEAD BLVD STE A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORENO VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092553
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030539
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039297
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08656
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02213
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042584
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044797
IRS990EZ/FundraisingGrossIncomeAmt037640
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt069269
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt071
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt022902
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042584
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044797
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042584
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044797
IRS990EZ/OccupancyRentUtltsAndMaintAmt0153
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANDY FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THEODORE R HEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012045
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05500
IRS990EZ/OtherExpensesTotalAmt052716
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE
IRS990EZ/PrintingPublicationsPostageAmt0402
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MORENO VALLEY CA YOUTH RELATED ACTIVITES, PROGRAMS FOR NEEDY, INT'L HEALTH & RELIEF PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt034577
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034577
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt013785
IRS990EZ/SpecialEventsNetIncomeLossAmt023855
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053271
IRS990EZ/TotalProgramServiceExpensesAmt034577
IRS990EZ/TotalRevenueAmt055484
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt05876
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt05876
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013410
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0768
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0768
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TRUCK PARTY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04830
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036537
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036537
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036537
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036537
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023127
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01936
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLUB SERVICE 20653. COMMUNITY SERVICE 17189. INTERNATIONAL SERVICE 5157. ROTARY INTERNATIONAL 1578. SCHOLARSHIP FUNDING 4155. TRAINING 735. DISTRICT GRANT FUNDING 3249.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 11911. 5366. MACHINERY & EQUIPMENT 134. 134.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09519245421
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL MORENO VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0510210795
ReturnHeader/Filer/PhoneNum09519245421
ReturnHeader/Filer/USAddress/AddressLine1Txt0POB 297
ReturnHeader/Filer/USAddress/CityNm0MORENO VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092556
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01201 E FLORIDA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HEMET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092543
ReturnHeader/PreparerPersonGrp/PhoneNum09519245421
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY CARLSON EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-16T20:47:39-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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