Civic Intelligence

Rotary Club of CV Concord Sunrise

990EZ • Fiscal year 2022 • EIN 68-0156068

Jul 01, 2021 to Jun 30, 2022 • Filed on May 11, 2023

Organization ProfileN/A
PO Box 4Clayton, CA 94517

(925) 586-1286

Siviq Scores

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

Liabilities / Assets

94th percentile

0.71x

Higher debt load relative to assets than 94% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

93rd percentile

0.84x

Higher debt load relative to revenue than 93% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

26th percentile

-9.8%

Higher net margin than 26% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

94th percentile

76%

Faster asset growth than 94% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

80th percentile

70%

Faster revenue growth than 80% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$35,150

Up $15,135 (+76%) from 2021

Net Assets

Down

$10,150

Down $2,915 (-22%) from 2021

Liabilities

Up

$25,000

Up $18,050 (+260%) from 2021

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin26th percentile

Revenue

Up

$29,793

Up $12,275 (+70%) from 2021

Expenses

Up

$32,708

Up $16,873 (+107%) from 2021

Net Income

Down

-$2,915

Down $4,598 (-273%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$40K$30K$20K$10K$0Assets 2011: $6,418Liabilities 2011: $02011Assets 2012: $7,919Liabilities 2012: $02012Assets 2013: $11,410Liabilities 2013: $02013Assets 2014: $10,749Liabilities 2014: $02014Assets 2015: $9,414Liabilities 2015: $02015Assets 2016: $23,847Liabilities 2016: $15,3002016Assets 2017: $0Liabilities 2017: $02017Assets 2018: $13,580Liabilities 2018: $02018Assets 2019: $18,439Liabilities 2019: $02019Assets 2020: $11,382Liabilities 2020: $02020Assets 2021: $20,015Liabilities 2021: $6,950Net Assets 2021: $13,0652021Assets 2022: $35,150Liabilities 2022: $25,000Net Assets 2022: $10,1502022Assets 2023: $9,168Liabilities 2023: $0Net Assets 2023: $9,1682023

Highlighted filing

2022

Assets$35,150
Liabilities$25,000
Net Assets$10,150
Open 2022 Filing

Operations Trend

Revenue Growth80th percentile

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

$100K$50K$0-$50KRevenue 2011: $44,123Expenses 2011: $46,151Net Income 2011: -$2,0282011Revenue 2012: $47,942Expenses 2012: $46,911Net Income 2012: $1,0312012Revenue 2013: $50,193Expenses 2013: $46,665Net Income 2013: $3,5282013Revenue 2014: $59,887Expenses 2014: $60,547Net Income 2014: -$6602014Revenue 2015: $76,089Expenses 2015: $77,005Net Income 2015: -$9162015Revenue 2016: $62,552Expenses 2016: $62,815Net Income 2016: -$2632016Revenue 2017: $62,223Expenses 2017: $68,629Net Income 2017: -$6,4062017Revenue 2018: $58,361Expenses 2018: $47,820Net Income 2018: $10,5412018Revenue 2019: $50,268Expenses 2019: $45,337Net Income 2019: $4,9312019Revenue 2020: $35,532Expenses 2020: $42,589Net Income 2020: -$7,0572020Revenue 2021: $17,518Expenses 2021: $15,835Net Income 2021: $1,6832021Revenue 2022: $29,793Expenses 2022: $32,708Net Income 2022: -$2,9152022Revenue 2023: $38,801Expenses 2023: $39,783Net Income 2023: -$9822023

Highlighted filing

2022

Revenue$29,793
Expenses$32,708
Net Income-$2,915
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 11, 2023
Return Version
2021v4.1
Gross Receipts
$32,762
Mission and Program Overview

Mission

Service club providing humanitarian services to local community and internationally.

Program Services

DescriptionGrantsExpenses
SERVING THE COMMUNITY BY IMPROVING LOCAL AREAS, INCLUDING STREET CLEAN UP, PLAYGROUND EQUIPMENT, AND OTHER COMMUNITY VOLUNTEERING$4,195$4,195
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONICA FRAGAPresidentPT$0--
VICKI SEXTONTreasurerPT$0--
MARY KEMNITZPresident Elect-$0--
JOAN D'ONOFRIOSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Cv Concord Sunrise
EIN
68-0156068
Phone
9255861286
Address
PO BOX 4, CLAYTON, CA 94517

Signing Officer

Name
Monica Fraga
Title
President
Phone
9255861286
Signed
2023-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Kasper Accountancy Corporation
Address
1333 WILLOW PASS ROAD SUITE 213, CONCORD, CA 94520
Preparer
Beri B Smith-Kasper
Phone
9258251040
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Club fellowship events and meetings 2715.”

Form 990EZ, Part I, Line 10

“Childrens playground project ; youth; : , , , ; , 4195.”

Form 990EZ, Part I, Line 16

“ADMINISTRATION 456.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 937.”

Form 990EZ, Part I, Line 16

“DUES 4785.”

Form 990EZ, Part I, Line 16

“STORAGE 2011.”

Form 990EZ, Part I, Line 16

“SUPPLIES 964.”

Form 990EZ, Part I, Line 16

“MEETING EXPENSE 8772.”

Form 990EZ, Part I, Line 16

“FILING FEES 25.”

Form 990EZ, Part I, Line 16

“ACCOUNTING 890.”

Form 990EZ, Part I, Line 16

“TRAINING 1460.”

Form 990EZ, Part I, Line 16

“CLUB PROMOTION 1336.”

Form 990EZ, Part I, Line 16

“Fellowship activities 4366.”

Form 990EZ, Part I, Line 16

“REPAIRS 682.”

Form 990EZ, Part I, Line 16

“OTHER CLUB EXPENSE 229.”

Form 990EZ, Part II, Line 26

“Childrens play structure grant 6250. 25000.”

Form 990EZ, Part II, Line 26

“District equipment allowance 700. 0.”

Raw XML Appendix157 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/PersonNm0VICKI SEXTON
IRS990EZ/BooksInCareOfDetail/PhoneNum09255861286
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01133 EASLY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLAYTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094517
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020015
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035150
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2915
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020015
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035150
IRS990EZ/FundraisingGrossIncomeAmt06420
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04195
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt032762
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06550
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013065
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010150
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013065
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010150
IRS990EZ/OccupancyRentUtltsAndMaintAmt01600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
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/PersonNm0MONICA FRAGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICKI SEXTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY KEMNITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOAN D'ONOFRIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026913
IRS990EZ/OtherRevenueTotalAmt02715
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB PROVIDING HUMANITARIAN SERVICES TO LOCAL COMMUNITY AND INTERNATIONALLY.
IRS990EZ/ProgramServiceRevenueAmt017076
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SERVING THE COMMUNITY BY IMPROVING LOCAL AREAS, INCLUDING STREET CLEAN UP, PLAYGROUND EQUIPMENT, AND OTHER COMMUNITY VOLUNTEERING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04195
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04195
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02969
IRS990EZ/SpecialEventsNetIncomeLossAmt03451
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06950
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt025000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032708
IRS990EZ/TotalProgramServiceExpensesAmt04195
IRS990EZ/TotalRevenueAmt029793
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLUB FELLOWSHIP EVENTS AND MEETINGS 2715.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHILDRENS PLAYGROUND PROJECT ; YOUTH; : , , , ; , 4195.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATION 456.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES 937.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES 4785.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STORAGE 2011.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES 964.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEETING EXPENSE 8772.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FILING FEES 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACCOUNTING 890.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TRAINING 1460.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CLUB PROMOTION 1336.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12FELLOWSHIP ACTIVITIES 4366.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13REPAIRS 682.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14OTHER CLUB EXPENSE 229.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15CHILDRENS PLAY STRUCTURE GRANT 6250. 25000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16DISTRICT EQUIPMENT ALLOWANCE 700. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MONICA FRAGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09255861286
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF CV CONCORD SUNRISE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0680156068
ReturnHeader/Filer/PhoneNum09255861286
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4
ReturnHeader/Filer/USAddress/CityNm0CLAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094517
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680424071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KASPER ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01333 WILLOW PASS ROAD SUITE 213
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094520
ReturnHeader/PreparerPersonGrp/PhoneNum09258251040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Beri B Smith-Kasper
ReturnHeader/ReturnTs02023-05-11T09:56:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MONICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRAGA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,150
Liabilities
$25,000
Net assets
$10,150
Revenue
$29,793
Expenses
$32,708
Net income
-$2,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$38.8$39.8$0.98
2022Detailed filing. Detailed filing data is available for this year.$35.2$25.0$10.2$29.8$32.7$2.92
2021Detailed filing. Detailed filing data is available for this year.$20.0$6.95$13.1$17.5$15.8$1.68
2020Summary only. Only limited summary data is available for this year.$11.4$0.00$35.5$42.6$7.06
2019Summary only. Only limited summary data is available for this year.$18.4$0.00$50.3$45.3$4.93
2018Summary only. Only limited summary data is available for this year.$13.6$0.00$58.4$47.8$10.5
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$62.2$68.6$6.41
2016Summary only. Only limited summary data is available for this year.$23.8$15.3$62.6$62.8$0.26
2015Summary only. Only limited summary data is available for this year.$9.41$0.00$76.1$77.0$0.92
2014Summary only. Only limited summary data is available for this year.$10.7$0.00$59.9$60.5$0.66
2013Summary only. Only limited summary data is available for this year.$11.4$0.00$50.2$46.7$3.53
2012Summary only. Only limited summary data is available for this year.$7.92$0.00$47.9$46.9$1.03
2011Summary only. Only limited summary data is available for this year.$6.42$0.00$44.1$46.2$2.03