Civic Intelligence

Rotary International Stockton Sunrise Rotary

990EZ • Fiscal year 2018 • EIN 68-0005739

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

Organization ProfileN/A
P O 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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

25th percentile

-9.3%

Higher net margin than 25% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

1.4%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

96%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$169,325

Up $2,260 (+1.4%) from 2017

Net Assets

Up

$169,325

Up $2,260 (+1.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin25th percentile

Revenue

Up

$29,274

Up $14,334 (+96%) from 2017

Expenses

Down

$31,983

Down $1,813 (-5.4%) from 2017

Net Income

Up

-$2,709

Up $16,147 (+86%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2018

Assets$169,325
Liabilities$0
Net Assets$169,325
Open 2018 Filing

Operations Trend

Revenue Growth95th 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

2018

Revenue$29,274
Expenses$31,983
Net Income-$2,709
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.2
Gross Receipts
$44,524
Mission and Program Overview

Mission

Community and international service

Program Services

DescriptionGrantsExpenses
OPERATION CHRISTMAS CONTACT$6,676-
PITMAN CHARTER SCHOOL$4,028-
INTERACT & YOUTH SERVICES$1,386-
TYLER/KENNEDY BOOKS FOR CHILDREN$1,141-
COMMUNITY SERVICE$1,100-
ROTARY FOUNDATION DISTRICT GOV RETURN OF CONTRIBUTION$676-
WAGNER-HOLT TAIL WAGGERS$370-
CFOSJ$250-
JOE KAESLIN MEMORIAL SCHOLARSHIP FUND--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY LONGTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$15,413$15,413$2,527$12,886
Dinner$13,639$13,639$12,366$1,273
Total Events$29,052$29,052$14,893$14,159
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
68-0005739
Phone
2096035460
Address
P O BOX 7501, STOCKTON, CA 95267

Signing Officer

Name
Gary Giovanetti
Title
Treasurer
Signed
2018-11-09
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
Dulcy M Buchan EA
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: $15627”

Other Expenses.1

“Administrative expense $7368”

Other Expenses.2

“Conferences, meetings $4753”

Other Expenses.3

“ROTARY DUES $4149”

Other Expenses.4

“GAINS/LOSSES $86”

Raw XML Appendix131 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 GIOVANETTI
IRS990EZ/BooksInCareOfDetail/PhoneNum02096035460
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01048 Robinhood Dr 77724
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095267
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0167065
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0169325
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01776
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2709
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0167065
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0169325
IRS990EZ/FundraisingGrossIncomeAmt029445
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015627
IRS990EZ/GrossReceiptsAmt044524
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04857
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08446
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0167065
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0169325
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0167065
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0169325
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt04969
IRS990EZ/OtherExpensesTotalAmt016356
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/DescriptionProgramSrvcAccomTxt2CFOSJ
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4INTERACT & YOUTH SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5ROTARY FOUNDATION DISTRICT GOV RETURN OF CONTRIBUTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6WAGNER-HOLT TAIL WAGGERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7JOE KAESLIN MEMORIAL SCHOLARSHIP FUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt8PITMAN CHARTER SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06676
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11141
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2250
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31100
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt41386
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt5676
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt6370
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt74028
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt015250
IRS990EZ/SpecialEventsNetIncomeLossAmt014195
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031983
IRS990EZ/TotalProgramServiceExpensesAmt015627
IRS990EZ/TotalRevenueAmt029274
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014893
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015413
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013639
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029052
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015413
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013639
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029052
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014159
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014893
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02527
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Various Part lll | Donee's Address: Various Various CA 95207 | Cash Amount Given: $15627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATIVE EXPENSE $7368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFERENCES, MEETINGS $4753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROTARY DUES $4149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GAINS/LOSSES $86
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary Giovanetti
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0STOCKTON SUNRISE ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0680005739
ReturnHeader/Filer/PhoneNum02096035460
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 7501
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095267
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800840178
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/PreparerPersonNm0Dulcy M Buchan EA
ReturnHeader/ReturnTs02018-11-09T10:56:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$169,325
Liabilities
$0
Net assets
$169,325
Revenue
$29,274
Expenses
$31,983
Net income
-$2,709
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