Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 68-0143963

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 07, 2021

Organization Profile
PO Box 1264Ione, CA 95640

(209) 304-2781

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

53rd percentile

9.4%

Higher net margin than 53% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$18,002

Down $3,381 (-16%) from 2016

Net Assets

$18,002

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin53rd percentile

Revenue

Down

$47,434

Down $46,850 (-50%) from 2016

Expenses

Down

$42,952

Down $56,637 (-57%) from 2016

Net Income

Up

$4,482

Up $9,787 (+184%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2021

Assets$18,002
Liabilities$0
Net Assets$18,002
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$47,434
Expenses$42,952
Net Income$4,482
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 7, 2021
Return Version
2020v4.1
Gross Receipts
$51,354
Mission and Program Overview

Mission

CHARITABLE

Program Services

DescriptionGrantsExpenses
REPAIR OF VEHICLES FOR LOW-INCOME FAMILIES-$14,357
AWARDED STUDENT SCHOLARSHIPS-$5,000
PROVIDED IONE ELEMENTARY STORAGE SHED FOR PLAYGROUND EQUIPTMENT-$1,508
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD FORSTERPresident-$0--
MICHAEL HINESPresident Elect-$0--
TIM KNITTELSecretary-$0--
MICHELLE TYERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cowpie Bingo$13,094$13,094$666$12,428
Nov Dinner$7,163$7,163$3,254$3,909
Total Events$20,257$20,257$3,920$16,337
Filing and Contact Details

Filer

Filer Name
Rotary Club of Ione
EIN
68-0143963
Address
PO BOX 1264, IONE, CA 95640

Signing Officer

Name
Michelle Tyer
Title
Treasurer
Signed
2021-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Cathy Castillo CPA
Address
460 Sutter Hill Rd Ste E POBox 1355, Sutter Creek, CA 95685
Preparer
Susan Bordwell
Phone
2092675119
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountmeetings 871donations 6,243dues 3,705foundation 3,215bank fees 135adminstration 1,311program expenses 27,472”

Raw XML Appendix144 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/PersonNm0MICHELLE TYLER
IRS990EZ/BooksInCareOfDetail/PhoneNum02093042781
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1264
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IONE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095640
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013520
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018002
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026554
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04482
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013520
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018002
IRS990EZ/FundraisingGrossIncomeAmt020257
IRS990EZ/GrossReceiptsAmt051354
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04542
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013520
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018002
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013520
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018002
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
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/PersonNm0RICHARD FORSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL HINES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM KNITTEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLE TYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt042952
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AWARDED STUDENT SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1REPAIR OF VEHICLES FOR LOW-INCOME FAMILIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED IONE ELEMENTARY STORAGE SHED FOR PLAYGROUND EQUIPTMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114357
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21508
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03920
IRS990EZ/SpecialEventsNetIncomeLossAmt016337
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042952
IRS990EZ/TotalProgramServiceExpensesAmt020865
IRS990EZ/TotalRevenueAmt047434
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03920
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0NOV DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COWPIE BINGO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07163
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07163
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020257
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016337
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03920
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03254
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0666
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMEETINGS 871DONATIONS 6,243DUES 3,705FOUNDATION 3,215BANK FEES 135ADMINSTRATION 1,311PROGRAM EXPENSES 27,472
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE TYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF IONE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0680143963
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1264
ReturnHeader/Filer/USAddress/CityNm0IONE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095640
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421650532
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cathy Castillo CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0460 Sutter Hill Rd Ste E POBox 1355
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sutter Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095685
ReturnHeader/PreparerPersonGrp/PhoneNum02092675119
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan Bordwell
ReturnHeader/ReturnTs02021-11-05T17:52:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TYER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$18,002
Liabilities
$0
Net assets
$18,002
Revenue
$47,434
Expenses
$42,952
Net income
$4,482
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