Civic Intelligence

Rotary Club of Windsor

EIN 68-0141796 • 501(c)4 • Santa Rosa, CA

Profile

To provide humanitarian service, and build goodwill throughout the world.

414 Aviation BoulevardSanta Rosa, CA 95403

www.windsorrotary.org

Siviq Scores

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

Liabilities / Assets

87th percentile

0.29x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.36x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

95th percentile

81%

Faster asset growth than 95% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-12%

Faster revenue growth than 37% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$22,014

Down $3,316 (-13%) from 2020

Liabilities

Down

$0

Down $90 (-100%) from 2020

Net Assets

Down

$22,014

Down $3,226 (-13%) from 2020

Operations
Liabilities / Revenue89th percentileNet Margin84th percentile

Revenue

Down

$20,365

Down $13,238 (-39%) from 2020

Expenses

Down

$23,591

Down $606 (-2.5%) from 2020

Net Income

Down

-$3,226

Down $12,632 (-134%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$30K$20K$10K$0Assets 2014: $4,806Liabilities 2014: $75Net Assets 2014: $4,7312014Assets 2015: $15,446Liabilities 2015: $0Net Assets 2015: $15,4462015Assets 2016: $23,072Liabilities 2016: $2,320Net Assets 2016: $20,7522016Assets 2017: $21,314Liabilities 2017: $0Net Assets 2017: $21,3142017Assets 2018: $14,983Liabilities 2018: $2,735Net Assets 2018: $12,2482018Assets 2019: $20,359Liabilities 2019: $4,525Net Assets 2019: $15,8342019Assets 2020: $25,330Liabilities 2020: $90Net Assets 2020: $25,2402020Assets 2021: $22,014Liabilities 2021: $0Net Assets 2021: $22,0142021

Highlighted filing

2021

Assets$22,014
Liabilities$0
Net Assets$22,014
Open 2021 Filing

Operations Trend

Revenue Growth37th percentile

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

$40K$20K$0-$20KRevenue 2014: $31,487Expenses 2014: $33,612Net Income 2014: -$2,1252014Revenue 2015: $33,293Expenses 2015: $22,578Net Income 2015: $10,7152015Revenue 2016: $29,233Expenses 2016: $23,927Net Income 2016: $5,3062016Revenue 2017: $31,970Expenses 2017: $31,408Net Income 2017: $5622017Revenue 2018: $26,830Expenses 2018: $35,896Net Income 2018: -$9,0662018Revenue 2019: $32,768Expenses 2019: $29,182Net Income 2019: $3,5862019Revenue 2020: $33,603Expenses 2020: $24,197Net Income 2020: $9,4062020Revenue 2021: $20,365Expenses 2021: $23,591Net Income 2021: -$3,2262021

Highlighted filing

2021

Revenue$20,365
Expenses$23,591
Net Income-$3,226
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,014
Liabilities
$0
Net assets
$22,014
Revenue
$20,365
Expenses
$23,591
Net income
-$3,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$20.4$23.6$3.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$0.09$25.2$33.6$24.2$9.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.4$4.53$15.8$32.8$29.2$3.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$2.74$12.2$26.8$35.9$9.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.3$0.00$21.3$32.0$31.4$0.56
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.1$2.32$20.8$29.2$23.9$5.31
2015Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$33.3$22.6$10.7
2014Detailed filing. Detailed filing data is available for this year.$4.81$0.08$4.73$31.5$33.6$2.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$20,365
Mission and Program Overview

Mission

To provide humanitarian service, and build goodwill throughout the world.

Program Services

DescriptionGrantsExpenses
THE ROTARY CLUB OF JAL ZAPOPAN MARIANO OTERO. CONTRIBUTED FUNDS TO SUPPPORT A LOCAL PROJECT IN OTERO, MEXICO.$3,400$3,400
THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL.CONTRIBUTED FUNDS TO A MATCHING GLOBAL GRANT PROGRAM UNDERWRITTEN BY ROTARY INTERNATIONAL.$250$250
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM BOLSTERPresidentPT$0--
PAMELA MOULTONVice President-$0--
LEAH HANSENSecretary-$0--
C EDWARD TURNERTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Windsor
EIN
68-0141796
Phone
7075785344
Address
414 AVIATION BOULEVARD, SANTA ROSA, CA 95403

Signing Officer

Name
C Edward Turner
Title
Treasurer
Phone
7075785344
Signed
2022-05-16

Preparer

Firm
C Edward Turner CPA
Address
414 AVIATION BOULEVARD, SANTA ROSA, CA 95403
Preparer
C Edward Turner
Phone
7075785344
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: bank interest. Amount: 1.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: international service. Grantee name: rotary club of jal zapopan mariano otero. Grantee address: 7708 hinojosa fregoso luz eugenia mariano otero, mexico. Grantee relationship: none. Date of gift: 12/15/20. Amount given: 3,400.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: international service. Grantee name: the rotary foundation of rotary international. Grantee address: 14280 collections center drive chicago, il 60693. Grantee relationship: none. Date of gift: 10/05/20. Amount given: 250. Total included on form 990-ez, line 10: 3,650.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: conferences, conventions, meetings. Amount: 720. Description: dues & subscriptions. Amount: 8,302. Description: supplies. Amount: 2,859. Description: accounting and bookkeeping. Amount: 960. Description: filing fees. Amount: 10. Description: bankcard merchant fees. Amount: 1,108. Description: depreciation. Amount: 149. Total to form 990-ez, line 16: 14,108.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: membership receivables. Beg. Of year amount: 223. End of year amount: 0. Description: other depreciable assets. Beg. Of year amount: 281. End of year amount: 132.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 90. End of year amount: 0.”

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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0C EDWARD TURNER
IRS990EZ/BooksInCareOfDetail/PhoneNum07075785344
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0414 AVIATION BOULEVARD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA ROSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024826
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021882
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3226
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025330
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022014
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03650
IRS990EZ/GrossReceiptsAmt020365
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt020364
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025240
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022014
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025240
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM BOLSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAMELA MOULTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEAH HANSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3C EDWARD TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0504
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0132
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt014108
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE HUMANITARIAN SERVICE, AND BUILD GOODWILL THROUGHOUT THE WORLD.
IRS990EZ/PrintingPublicationsPostageAmt05833
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ROTARY CLUB OF JAL ZAPOPAN MARIANO OTERO. CONTRIBUTED FUNDS TO SUPPPORT A LOCAL PROJECT IN OTERO, MEXICO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL.CONTRIBUTED FUNDS TO A MATCHING GLOBAL GRANT PROGRAM UNDERWRITTEN BY ROTARY INTERNATIONAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03400
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1250
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt090
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt023591
IRS990EZ/TotalProgramServiceExpensesAmt03650
IRS990EZ/TotalRevenueAmt020365
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WINDSORROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK INTEREST. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: INTERNATIONAL SERVICE. GRANTEE NAME: ROTARY CLUB OF JAL ZAPOPAN MARIANO OTERO. GRANTEE ADDRESS: 7708 HINOJOSA FREGOSO LUZ EUGENIA MARIANO OTERO, MEXICO. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 12/15/20. AMOUNT GIVEN: 3,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: INTERNATIONAL SERVICE. GRANTEE NAME: THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL. GRANTEE ADDRESS: 14280 COLLECTIONS CENTER DRIVE CHICAGO, IL 60693. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 10/05/20. AMOUNT GIVEN: 250. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 3,650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CONFERENCES, CONVENTIONS, MEETINGS. AMOUNT: 720. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 8,302. DESCRIPTION: SUPPLIES. AMOUNT: 2,859. DESCRIPTION: ACCOUNTING AND BOOKKEEPING. AMOUNT: 960. DESCRIPTION: FILING FEES. AMOUNT: 10. DESCRIPTION: BANKCARD MERCHANT FEES. AMOUNT: 1,108. DESCRIPTION: DEPRECIATION. AMOUNT: 149. TOTAL TO FORM 990-EZ, LINE 16: 14,108.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: MEMBERSHIP RECEIVABLES. BEG. OF YEAR AMOUNT: 223. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 281. END OF YEAR AMOUNT: 132.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 90. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0C EDWARD TURNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07075785344
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF WINDSOR
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0680141796
ReturnHeader/Filer/PhoneNum07075785344
ReturnHeader/Filer/USAddress/AddressLine1Txt0414 AVIATION BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C EDWARD TURNER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0414 AVIATION BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095403
ReturnHeader/PreparerPersonGrp/PhoneNum07075785344
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C EDWARD TURNER
ReturnHeader/ReturnTs02022-05-16T23:00:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EDWARD TURNER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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