Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 68-0007100

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 24, 2018

Organization ProfileN/A
PO Box 74Nevada City, CA 95959

(530) 272-4369

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

27th percentile

-7.7%

Higher net margin than 27% 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

34th percentile

-4.7%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

86th percentile

34%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$54,337

Down $2,675 (-4.7%) from 2017

Net Assets

$54,337

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin27th percentile

Revenue

Up

$34,799

Up $8,818 (+34%) from 2017

Expenses

Up

$37,474

Up $12,886 (+52%) from 2017

Net Income

Down

-$2,675

Down $4,068 (-292%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$60K$40K$20K$0Assets 2011: $51,994Liabilities 2011: $02011Assets 2013: $27,020Liabilities 2013: $02013Assets 2014: $30,174Liabilities 2014: $0Net Assets 2014: $30,1742014Assets 2015: $39,906Liabilities 2015: $02015Assets 2016: $55,619Liabilities 2016: $0Net Assets 2016: $55,6192016Assets 2017: $57,012Liabilities 2017: $02017Assets 2018: $54,337Liabilities 2018: $0Net Assets 2018: $54,3372018Assets 2019: $57,695Liabilities 2019: $02019

Highlighted filing

2018

Assets$54,337
Liabilities$0
Net Assets$54,337
Open 2018 Filing

Operations Trend

Revenue Growth86th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $67,232Expenses 2011: $53,288Net Income 2011: $13,9442011Revenue 2013: $24,993Expenses 2013: $27,144Net Income 2013: -$2,1512013Revenue 2014: $30,530Expenses 2014: $27,378Net Income 2014: $3,1522014Revenue 2015: $50,226Expenses 2015: $40,494Net Income 2015: $9,7322015Revenue 2016: $36,984Expenses 2016: $21,271Net Income 2016: $15,7132016Revenue 2017: $25,981Expenses 2017: $24,588Net Income 2017: $1,3932017Revenue 2018: $34,799Expenses 2018: $37,474Net Income 2018: -$2,6752018Revenue 2019: $31,812Expenses 2019: $13,496Net Income 2019: $18,3162019

Highlighted filing

2018

Revenue$34,799
Expenses$37,474
Net Income-$2,675
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 24, 2018
Return Version
2017v2.3
Gross Receipts
$49,417
Mission and Program Overview

Mission

To perform community service, facilitate fund raising to support its community service efforts and promotion its 4 way test for business ethics among business leaders in the community.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS AND COMMUNITY COLLEGE STUDENTS AND HIGH SCHOOL YOUTH LEADERSHIP TRAINING.$5,985$5,985
VARIOUS COMMUNITY SERVICE PROJECTS AND ACTIVITIES SUPPORTED BY THE CLUB$5,915$5,915
SPONSORSHIP OF YOUTH SPEECH AND MUSIC CONTESTS AND MISCELLANEOUS YOUTH PROGRAMS.$2,788$2,788
GRANT TO ROTARY INTERNATIONAL'S POLIO ELIMATION PROGRAM$2,777$2,777
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY WILCOX BARNESPresidentPT$0--
TRISHA DELLISTreasurerPT$0--
ROBIN MILAMSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fair Booth - Co$23,265$23,265$14,618$8,647
Total Events$23,265$23,265$14,618$8,647
Filing and Contact Details

Filer

Filer Name
Rotary Club of Nevada City
EIN
68-0007100
Phone
5302724369
Address
PO BOX 74, NEVADA CITY, CA 95959

Signing Officer

Name
Robin Milam
Title
Secretary
Phone
5302724369
Signed
2018-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Robertson Woodford & Summers Llp
Address
1103 SUTTON WAY, GRASS VALLEY, CA 95945-5174
Preparer
John R Woodford
Phone
5304776468
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses meal expense - meetings 11,324 district training 1,450 supplies & speaker gifts 3,258 rotary dues, dist & int'l 3,977 total 20,009”

Form 990-ez, Part II, Line 24

“Accounts receivable 7,243 5,722 total 7,243 5,722”

Form 990-ez, Part III

“To perform community service, facilitate fund raising to support its community service efforts and promotion its 4 way test for business ethics among business leaders in the community.”

Form 990-ez, Part III, Line 31

“Various community service projects and activities supported by the club”

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/PersonNm0ROBIN MILAM
IRS990EZ/BooksInCareOfDetail/PhoneNum05302724369
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 74
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEVADA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095959
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049769
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048615
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05270
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2675
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057012
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054337
IRS990EZ/FundraisingGrossIncomeAmt023265
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017465
IRS990EZ/GrossReceiptsAmt049417
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020882
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057012
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054337
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057012
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054337
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHY WILCOX BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRISHA DELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBIN MILAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07243
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05722
IRS990EZ/OtherExpensesTotalAmt020009
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PERFORM COMMUNITY SERVICE, FACILITATE FUND RAISING TO SUPPORT ITS COMMUNITY SERVICE EFFORTS AND PROMOTION ITS 4 WAY TEST FOR BUSINESS ETHICS AMONG BUSINESS LEADERS IN THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS AND COMMUNITY COLLEGE STUDENTS AND HIGH SCHOOL YOUTH LEADERSHIP TRAINING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPONSORSHIP OF YOUTH SPEECH AND MUSIC CONTESTS AND MISCELLANEOUS YOUTH PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GRANT TO ROTARY INTERNATIONAL'S POLIO ELIMATION PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3VARIOUS COMMUNITY SERVICE PROJECTS AND ACTIVITIES SUPPORTED BY THE CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05985
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12788
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22777
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt35915
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05985
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12788
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22777
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt35915
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014618
IRS990EZ/SpecialEventsNetIncomeLossAmt08647
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037474
IRS990EZ/TotalProgramServiceExpensesAmt017465
IRS990EZ/TotalRevenueAmt034799
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014618
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FAIR BOOTH - CO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023265
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08647
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014618
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MEAL EXPENSE - MEETINGS 11,324 DISTRICT TRAINING 1,450 SUPPLIES & SPEAKER GIFTS 3,258 ROTARY DUES, DIST & INT'L 3,977 TOTAL 20,009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 7,243 5,722 TOTAL 7,243 5,722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PERFORM COMMUNITY SERVICE, FACILITATE FUND RAISING TO SUPPORT ITS COMMUNITY SERVICE EFFORTS AND PROMOTION ITS 4 WAY TEST FOR BUSINESS ETHICS AMONG BUSINESS LEADERS IN THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VARIOUS COMMUNITY SERVICE PROJECTS AND ACTIVITIES SUPPORTED BY THE CLUB
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN MILAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05302724369
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF NEVADA CITY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0680007100
ReturnHeader/Filer/PhoneNum05302724369
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 74
ReturnHeader/Filer/USAddress/CityNm0NEVADA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095959
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0992E83F8B90DF5B4529726673504EEC70C9F5DD3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0992E83F8B90DF5B4529726673504EEC70C9F5DD3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-10-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:59:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201962360
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERTSON WOODFORD & SUMMERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01103 SUTTON WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRASS VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0959455174
ReturnHeader/PreparerPersonGrp/PhoneNum05304776468
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R WOODFORD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-29T07:59:22-07:00
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
$54,337
Liabilities
$0
Net assets
$54,337
Revenue
$34,799
Expenses
$37,474
Net income
-$2,675
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$57.7$0.00$31.8$13.5$18.3
2018Detailed filing. Detailed filing data is available for this year.$54.3$0.00$54.3$34.8$37.5$2.68
2017Summary only. Only limited summary data is available for this year.$57.0$0.00$26.0$24.6$1.39
2016Detailed filing. Detailed filing data is available for this year.$55.6$0.00$55.6$37.0$21.3$15.7
2015Summary only. Only limited summary data is available for this year.$39.9$0.00$50.2$40.5$9.73
2014Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$30.5$27.4$3.15
2013Summary only. Only limited summary data is available for this year.$27.0$0.00$25.0$27.1$2.15
2011Summary only. Only limited summary data is available for this year.$52.0$0.00$67.2$53.3$13.9