Civic Intelligence

Rotary International

990EZ • Fiscal year 2023 • EIN 68-0143963

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 11, 2023

Organization Profile
PO Box 1264Ione, CA 95640

(209) 304-4540

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

89th percentile

40%

Faster asset growth than 89% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

0.1%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$36,651

Up $10,554 (+40%) from 2022

Net Assets

Up

$36,651

Up $10,554 (+40%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin81st percentile

Revenue

Up

$39,081

Up $28 (+0.1%) from 2022

Expenses

Down

$29,178

Down $1,780 (-5.7%) from 2022

Net Income

Up

$9,903

Up $1,808 (+22%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

2023

Assets$36,651
Liabilities$0
Net Assets$36,651
Open 2023 Filing

Operations Trend

Revenue Growth44th percentile

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

2023

Revenue$39,081
Expenses$29,178
Net Income$9,903
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 11, 2023
Return Version
2022v5.0
Gross Receipts
$58,811
Mission and Program Overview

Mission

CHARITABLE

Program Services

DescriptionGrantsExpenses
AWARDED STUDENT SCHOLARSHIPS-$6,250
DICTIONARY PROJECT-$1,061
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD FORSTERPresident Elect-$0--
MICHAEL HINESPresident-$0--
TIM KNITTELSecretary-$0--
CHERIE FLORESTreasurer-$0--
JAMES ROONEYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winter Dinne$29,400$29,400$500$28,900
Cowpie Bingo$10,775$10,775-$10,775
Total Events$44,806$44,806$19,730$25,076
Filing and Contact Details

Filer

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

Signing Officer

Name
Cherie Flores
Title
Treasurer
Signed
2023-10-11
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 revenue Part I line 8

“Description amountmisc 1,405”

Description of other expenses Part I line 16

“Description amountmeetings 1,548donations 3,439dues 9,453misc 83bank fees 455supplies 834program expenses 11,611professional 925education 830”

Other changes in net assets or fund balances Part I line 20

“Description amountcash prior period adjustment 651”

Raw XML Appendix154 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/BOYAmt026097
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036651
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06600
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09903
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026097
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036651
IRS990EZ/FundraisingGrossIncomeAmt044806
IRS990EZ/GrossReceiptsAmt058811
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05998
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026097
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036651
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026097
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036651
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/PersonNm0RICHARD FORSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL HINES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM KNITTEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHERIE FLORES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES ROONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0651
IRS990EZ/OtherExpensesTotalAmt029178
IRS990EZ/OtherRevenueTotalAmt01405
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AWARDED STUDENT SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DICTIONARY PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11061
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt019730
IRS990EZ/SpecialEventsNetIncomeLossAmt025076
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029178
IRS990EZ/TotalProgramServiceExpensesAmt07311
IRS990EZ/TotalRevenueAmt039081
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019730
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINTER DINNE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COWPIE BINGO
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt016492
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt016492
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044806
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025076
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01989
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02489
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0749
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0749
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMISC 1,405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTMEETINGS 1,548DONATIONS 3,439DUES 9,453MISC 83BANK FEES 455SUPPLIES 834PROGRAM EXPENSES 11,611PROFESSIONAL 925EDUCATION 830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTCASH PRIOR PERIOD ADJUSTMENT 651
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERIE FLORES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-11
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/PreparationDt02023-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan Bordwell
ReturnHeader/ReturnTs02023-10-25T12:03:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHERIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FLORES
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,651
Liabilities
$0
Net assets
$36,651
Revenue
$39,081
Expenses
$29,178
Net income
$9,903
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