Civic Intelligence

Rotary Club of Ione

EIN 68-0143963 • 501(c)4 • Ione, CA

Profile

CHARITABLE

PO Box 1264Ione, CA 95640
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 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

89th percentile

39%

Faster asset growth than 89% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

67th percentile

9.3%

Faster revenue growth than 67% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$47,336

Up $13,194 (+39%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$47,336

Up $13,194 (+39%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin75th percentile

Revenue

Up

$74,635

Up $6,370 (+9.3%) from 2024

Expenses

Down

$61,441

Down $9,333 (-13%) from 2024

Net Income

Up

$13,194

Up $15,703 (+626%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$60K$40K$20K$0Assets 2014: $33,212Liabilities 2014: $0Net Assets 2014: $33,2122014Assets 2016: $21,383Liabilities 2016: $02016Assets 2021: $18,002Liabilities 2021: $0Net Assets 2021: $18,0022021Assets 2022: $26,097Liabilities 2022: $0Net Assets 2022: $26,0972022Assets 2023: $36,651Liabilities 2023: $0Net Assets 2023: $36,6512023Assets 2024: $34,142Liabilities 2024: $0Net Assets 2024: $34,1422024Assets 2025: $47,336Liabilities 2025: $0Net Assets 2025: $47,3362025

Highlighted filing

2025

Assets$47,336
Liabilities$0
Net Assets$47,336
Open 2025 Filing

Operations Trend

Revenue Growth67th percentile

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

$100K$50K$0-$50KRevenue 2014: $68,205Expenses 2014: $46,689Net Income 2014: $21,5162014Revenue 2016: $94,284Expenses 2016: $99,589Net Income 2016: -$5,3052016Revenue 2021: $47,434Expenses 2021: $42,952Net Income 2021: $4,4822021Revenue 2022: $39,053Expenses 2022: $30,958Net Income 2022: $8,0952022Revenue 2023: $39,081Expenses 2023: $29,178Net Income 2023: $9,9032023Revenue 2024: $68,265Expenses 2024: $70,774Net Income 2024: -$2,5092024Revenue 2025: $74,635Expenses 2025: $61,441Net Income 2025: $13,1942025

Highlighted filing

2025

Revenue$74,635
Expenses$61,441
Net Income$13,194
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,336
Liabilities
$0
Net assets
$47,336
Revenue
$74,635
Expenses
$61,441
Net income
$13,194
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$47.3$0.00$47.3$74.6$61.4$13.2
2024Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$68.3$70.8$2.51
2023Detailed filing. Detailed filing data is available for this year.$36.7$0.00$36.7$39.1$29.2$9.90
2022Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$39.1$31.0$8.10
2021Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$47.4$43.0$4.48
2016Summary only. Only limited summary data is available for this year.$21.4$0.00$94.3$99.6$5.31
2014Detailed filing. Detailed filing data is available for this year.$33.2$0.00$33.2$68.2$46.7$21.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 24, 2025
Return Version
2024v5.2
Gross Receipts
$107,146
Mission and Program Overview

Mission

CHARITABLE

Program Services

DescriptionGrantsExpenses
RYLA-$4,280
AWARDED STUDENT SCHOLARSHIPS-$2,500
DICTIONARY PROJECT-$1,156
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE SCOTTPresident-$0--
TIM KNITTELSecretary-$0--
CHERIE FLORESTreasurer-$0--
JAKE HERFELSergeant At Arms-$0--
DAN MILLINGTONPresident Elect-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winter Dinne$34,479$34,479$3,326$31,153
Cow Bingo$27,107$27,107$1,624$25,483
Total Events$83,459$83,459$32,511$50,948
Filing and Contact Details

Filer

Filer Name
Rotary Club of Ione
EIN
68-0143963
In Care Of
% DAN MILLINGTON
Address
PO BOX 1264, IONE, CA 95640

Signing Officer

Name
Dan Millington
Title
President Elect
Signed
2025-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Castillo Bordwell Swift CPAs
Address
460 Sutter Hill Road Ste E, Sutter Creek, CA 95685
Preparer
Susan Bordwell
Phone
2092675119
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMISC 2,836”

Description of other expenses Part I line 16

“Description AmountMEETINGS 6,532DONATIONS (SCHOLARSHIPS) 2,500DUES 11,315MISC (OTHER) 2,707FEES 125SUPPLIES 180PROGRAM EXPENSES( PROJECTS ) 11,638GRANT 23,145PROFESSIONAL 585COMMUNITY GIVING 2,714”

Raw XML Appendix152 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0CHERIE FLORES
IRS990EZ/BooksInCareOfDetail/PhoneNum02093044540
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt025 WEST MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IONE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095640
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034142
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047336
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05906
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013194
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034142
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047336
IRS990EZ/FundraisingGrossIncomeAmt083459
IRS990EZ/GrossReceiptsAmt0107146
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014943
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034142
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047336
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034142
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047336
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIM KNITTEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHERIE FLORES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAKE HERFEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAN MILLINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SERGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt061441
IRS990EZ/OtherRevenueTotalAmt02836
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AWARDED STUDENT SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RYLA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DICTIONARY PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14280
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21156
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt032511
IRS990EZ/SpecialEventsNetIncomeLossAmt050948
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061441
IRS990EZ/TotalProgramServiceExpensesAmt07936
IRS990EZ/TotalRevenueAmt074635
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032511
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COW BINGO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINTER DINNE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt012946
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt06394
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt019340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027107
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt034479
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083459
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027107
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt034479
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt083459
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050948
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0913
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt01017
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01930
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02050
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01624
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03326
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt03124
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt01117
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04241
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMISC 2,836
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountMEETINGS 6,532DONATIONS (SCHOLARSHIPS) 2,500DUES 11,315MISC (OTHER) 2,707FEES 125SUPPLIES 180PROGRAM EXPENSES( PROJECTS ) 11,638GRANT 23,145PROFESSIONAL 585COMMUNITY GIVING 2,714
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN MILLINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT ELECT
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF IONE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0680143963
ReturnHeader/Filer/InCareOfNm0% DAN MILLINGTON
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1264
ReturnHeader/Filer/USAddress/CityNm0IONE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095640
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0994996788
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Castillo Bordwell Swift CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0460 Sutter Hill Road Ste E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sutter Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095685
ReturnHeader/PreparerPersonGrp/PhoneNum02092675119
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN BORDWELL
ReturnHeader/ReturnTs02025-10-28T16:12:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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