Civic Intelligence

Rotary International Stockton Sunrise Rotary

990EZ • Fiscal year 2017 • EIN 68-0005739

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Organization ProfileN/A
PO Box 7501Stockton, CA 95267

(209) 603-5460

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

3rd percentile

-126%

Higher net margin than 3% of similar nonprofits.

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

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.

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

Asset Growth

25th percentile

-10%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

14th percentile

-28%

Faster revenue growth than 14% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$167,065

Down $18,856 (-10%) from 2016

Net Assets

$167,065

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin3rd percentile

Revenue

Down

$14,940

Down $5,816 (-28%) from 2016

Expenses

Down

$33,796

Down $7,124 (-17%) from 2016

Net Income

Up

-$18,856

Up $1,308 (+6.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $136,581Liabilities 2010: $02010Assets 2011: $132,558Liabilities 2011: $02011Assets 2012: $132,184Liabilities 2012: $02012Assets 2013: $131,190Liabilities 2013: $02013Assets 2014: $130,062Liabilities 2014: $02014Assets 2015: $206,085Liabilities 2015: $02015Assets 2016: $185,921Liabilities 2016: $02016Assets 2017: $167,065Liabilities 2017: $0Net Assets 2017: $167,0652017Assets 2018: $169,325Liabilities 2018: $0Net Assets 2018: $169,3252018Assets 2019: $177,975Liabilities 2019: $0Net Assets 2019: $177,9752019Assets 2020: $183,322Liabilities 2020: $0Net Assets 2020: $183,3222020Assets 2021: $176,196Liabilities 2021: $0Net Assets 2021: $176,1962021Assets 2022: $188,565Liabilities 2022: $0Net Assets 2022: $188,5652022

Highlighted filing

2017

Assets$167,065
Liabilities$0
Net Assets$167,065
Open 2017 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2010: $36,958Expenses 2010: $46,416Net Income 2010: -$9,4582010Revenue 2011: $30,452Expenses 2011: $34,475Net Income 2011: -$4,0232011Revenue 2012: $32,345Expenses 2012: $32,719Net Income 2012: -$3742012Revenue 2013: $21,228Expenses 2013: $22,222Net Income 2013: -$9942013Revenue 2014: $27,156Expenses 2014: $28,284Net Income 2014: -$1,1282014Revenue 2015: $23,391Expenses 2015: $30,935Net Income 2015: -$7,5442015Revenue 2016: $20,756Expenses 2016: $40,920Net Income 2016: -$20,1642016Revenue 2017: $14,940Expenses 2017: $33,796Net Income 2017: -$18,8562017Revenue 2018: $29,274Expenses 2018: $31,983Net Income 2018: -$2,7092018Revenue 2019: $33,454Expenses 2019: $24,562Net Income 2019: $8,8922019Revenue 2020: $34,698Expenses 2020: $29,758Net Income 2020: $4,9402020Revenue 2021: $18,062Expenses 2021: $25,188Net Income 2021: -$7,1262021Revenue 2022: $42,310Expenses 2022: $29,941Net Income 2022: $12,3692022

Highlighted filing

2017

Revenue$14,940
Expenses$33,796
Net Income-$18,856
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$32,779
Mission and Program Overview

Mission

Community and international service

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE$18,269-
OPERATION CHRISTMAS CONTACT$1,896-
INTERACT & YOUTH SERVICES$1,553-
TYLER/KENNEDY BOOKS FOR CHILDREN--
WOMEN'S CENTER--
ROTARY FOUNDATION DISTRICT GOV RETURN OF CONTRIBUTION--
INTERNATIONAL PROJECT--
JOE KAESLIN MEMORIAL SCHOLARSHIP FUND--
BACKPACK PROJECT--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary GiovanettiTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner$13,859$13,859$14,706$-847
Drawings$11,655$11,655$3,133$8,522
Total Events$25,514$25,514$17,839$7,675
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
68-0005739
Address
PO BOX 7501, STOCKTON, CA 95267

Signing Officer

Name
Gary Giovanetti
Title
Treasurer
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Dalton & Company Blackline Partners LLC
Address
5345 N El Dorado St Suite 4, Stockton, CA 95207-5848
Preparer
Pat E Malloy CPA
Phone
2092355200
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Various Part lll | Donee's Address: Various Various CA 95207 | Cash Amount Given: $21443”

Other Expenses.1

“Administrative expense $6836”

Other Expenses.2

“ROTARY DUES $3640”

Other Expenses.3

“Conferences, meetings $1877”

Raw XML Appendix120 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/PersonNm0Gary Geovanetti
IRS990EZ/BooksInCareOfDetail/PhoneNum02096035460
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01048 Robinhood Dr 77724
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095267
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0185921
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0167065
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18856
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0185921
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0167065
IRS990EZ/FundraisingGrossIncomeAmt025514
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021443
IRS990EZ/GrossReceiptsAmt032779
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0902
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06363
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0185921
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0167065
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0185921
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0167065
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gary Giovanetti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012353
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND INTERNATIONAL SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION CHRISTMAS CONTACT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TYLER/KENNEDY BOOKS FOR CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WOMEN'S CENTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4INTERACT & YOUTH SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5ROTARY FOUNDATION DISTRICT GOV RETURN OF CONTRIBUTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6INTERNATIONAL PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7JOE KAESLIN MEMORIAL SCHOLARSHIP FUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt8BACKPACK PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01896
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt118269
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21553
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt017839
IRS990EZ/SpecialEventsNetIncomeLossAmt07675
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033796
IRS990EZ/TotalProgramServiceExpensesAmt021718
IRS990EZ/TotalRevenueAmt014940
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017839
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DRAWINGS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013859
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025514
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013859
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025514
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07675
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017839
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014706
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Various Part lll | Donee's Address: Various Various CA 95207 | Cash Amount Given: $21443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATIVE EXPENSE $6836
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY DUES $3640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFERENCES, MEETINGS $1877
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary Giovanetti
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0STOCKTON SUNRISE ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0680005739
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7501
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dalton & Company Blackline Partners LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05345 N El Dorado St Suite 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0952075848
ReturnHeader/PreparerPersonGrp/PhoneNum02092355200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pat E Malloy CPA
ReturnHeader/ReturnTs02017-11-13T14:22:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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.

Open filing
Assets
$167,065
Liabilities
$0
Net assets
$167,065
Revenue
$14,940
Expenses
$33,796
Net income
-$18,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.42$0.30$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.18$0.25$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.35$0.30$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.33$0.25$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.29$0.32$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.15$0.34$0.19
2016Summary only. Only limited summary data is available for this year.$1.86$0.00$0.21$0.41$0.20
2015Summary only. Only limited summary data is available for this year.$2.06$0.00$0.23$0.31$0.08
2014Summary only. Only limited summary data is available for this year.$1.30$0.00$0.27$0.28$0.01
2013Summary only. Only limited summary data is available for this year.$1.31$0.00$0.21$0.22$0.01
2012Summary only. Only limited summary data is available for this year.$1.32$0.00$0.32$0.33$0.00
2011Summary only. Only limited summary data is available for this year.$1.33$0.00$0.30$0.34$0.04
2010Summary only. Only limited summary data is available for this year.$1.37$0.00$0.37$0.46$0.09