Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 68-0196877

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

Organization ProfileN/A
P O Box 87Eureka, CA 95502

(707) 444-8242

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

13th percentile

-24%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

20th percentile

-15%

Faster asset growth than 20% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-32%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$51,098

Down $9,185 (-15%) from 2016

Net Assets

Down

$51,098

Down $9,185 (-15%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin13th percentile

Revenue

Down

$38,231

Down $18,230 (-32%) from 2016

Expenses

Down

$47,416

Down $13,592 (-22%) from 2016

Net Income

Down

-$9,185

Down $4,638 (-102%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$80K$60K$40K$20K$0Assets 2012: $57,046Liabilities 2012: $02012Assets 2015: $64,830Liabilities 2015: $0Net Assets 2015: $64,8302015Assets 2016: $60,283Liabilities 2016: $0Net Assets 2016: $60,2832016Assets 2017: $51,098Liabilities 2017: $0Net Assets 2017: $51,0982017Assets 2019: $60,276Liabilities 2019: $0Net Assets 2019: $60,2762019Assets 2023: $75,236Net Assets 2023: $75,2362023Assets 2024: $62,123Net Assets 2024: $62,1232024Assets 2025: $77,810Net Assets 2025: $77,8102025

Highlighted filing

2017

Assets$51,098
Liabilities$0
Net Assets$51,098
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

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

$100K$50K$0-$50KRevenue 2012: $60,174Expenses 2012: $74,639Net Income 2012: -$14,4652012Revenue 2015: $73,114Expenses 2015: $51,213Net Income 2015: $21,9012015Revenue 2016: $56,461Expenses 2016: $61,008Net Income 2016: -$4,5472016Revenue 2017: $38,231Expenses 2017: $47,416Net Income 2017: -$9,1852017Revenue 2019: $58,136Expenses 2019: $44,910Net Income 2019: $13,2262019Revenue 2023: $49,105Expenses 2023: $73,913Net Income 2023: -$24,8082023Revenue 2024: $82,164Expenses 2024: $95,277Net Income 2024: -$13,1132024Revenue 2025: $84,585Expenses 2025: $68,898Net Income 2025: $15,6872025

Highlighted filing

2017

Revenue$38,231
Expenses$47,416
Net Income-$9,185
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$43,437
Mission and Program Overview

Mission

Community and international service

Program Services

DescriptionGrantsExpenses
ENCOURAGES AND FOSTERS ACQUAINTANCE AND SOCIAL ACTIVITIES AS AN OPPORTUNITY FOR SERVICE BETWEEN AND AMONG ROTARY CLUB MEMBERS. CONDUCTS REGULAR MEETINGS OF MEMBERS FOR PURPOSES OF FELLOWSHIP AND FOR PRESENTATION OF INFORMATION OF COMMUNITY INTEREST.$29,682-
PARTICIPATES IN COMMUNITY AND EDUCATION SERVICE ACTIVITIES BY PROVIDING DONATIONS TO OTHER COMMUITY ORGANIZATIONS. DONATED BOOKS TO THE COUNTY LIBRARY AND DICTIONARIES TO STUDENTS IN LOCAL SCHOOLS. DONATED MONEY TO HUMBOLDT AREA FOUNDATION TO PROVIDE FUNDS FOR LOCAL COLLEGE SCHOLARSHIPS. DONATED MONEY TO BOYS & GIRLS CLUB FOR RENOVATION OF CENTER. IS COORDINATING A MAJOR LOCAL PARK IMPROVEMENT FOR WHICH SIGNIFICANT COSTS HAVE NOT YET OCCURRED, AND FUNDS ARE CURRENTLY BEING RETAINED FOR THE PROJECT.$17,734-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA FRYREARPresident Elect-$0--
JILL HANSENVice President-$0--
VICTORIA ONSTINESecretary-$0--
PAM POWELLDirector-$0--
KATHY MILLERDirector-$0--
JEFF PAULIPresidentPT$0--
TOM KINGSHILLSgt At Arms-$0--
PATRICK SHANAHANTreasurer-$0--
PAUL VALLEEDirector-$0--
KIM BROWNDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rhody Festival$13,546$13,546$1,573$11,973
Total Events$13,546$13,546$4,616$8,930
Filing and Contact Details

Filer

Filer Name
Rotary Club of Old Town Eureka
EIN
68-0196877
Phone
7074448242
Address
P O BOX 87, EUREKA, CA 95502

Signing Officer

Name
Jon F Stocum
Title
Treasurer
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Aalfs Evans & Company LLP
Address
104 D Street, Eureka, CA 95501-0470
Preparer
Jon F Stocum
Phone
7074448242
Supplemental Narrative

Additional Explanations

Other Expenses.1

“CLUB OPERATIONS $29682”

Other Expenses.2

“Charitable grants paid $17734”

Other Assets.1

“PREPAID EXPENSES AND DEFERRED CHARGES - Beginning $300 PREPAID EXPENSES AND DEFERRED CHARGES - Ending $0”

Raw XML Appendix150 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/PersonNm0ROTARY CLUB OF OLD TOWN EUREKA
IRS990EZ/BooksInCareOfDetail/PhoneNum07074448242
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 87
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EUREKA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095502
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059983
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051098
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06355
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9185
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060283
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051098
IRS990EZ/FundraisingGrossIncomeAmt015406
IRS990EZ/GrossReceiptsAmt043437
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt035
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021641
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060283
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051098
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA FRYREAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JILL HANSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VICTORIA ONSTINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAM POWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHY MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFF PAULI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TOM KINGSHILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PATRICK SHANAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PAUL VALLEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KIM BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SGT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0300
IRS990EZ/OtherExpensesTotalAmt047416
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND INTERNATIONAL SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENCOURAGES AND FOSTERS ACQUAINTANCE AND SOCIAL ACTIVITIES AS AN OPPORTUNITY FOR SERVICE BETWEEN AND AMONG ROTARY CLUB MEMBERS. CONDUCTS REGULAR MEETINGS OF MEMBERS FOR PURPOSES OF FELLOWSHIP AND FOR PRESENTATION OF INFORMATION OF COMMUNITY INTEREST.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PARTICIPATES IN COMMUNITY AND EDUCATION SERVICE ACTIVITIES BY PROVIDING DONATIONS TO OTHER COMMUITY ORGANIZATIONS. DONATED BOOKS TO THE COUNTY LIBRARY AND DICTIONARIES TO STUDENTS IN LOCAL SCHOOLS. DONATED MONEY TO HUMBOLDT AREA FOUNDATION TO PROVIDE FUNDS FOR LOCAL COLLEGE SCHOLARSHIPS. DONATED MONEY TO BOYS & GIRLS CLUB FOR RENOVATION OF CENTER. IS COORDINATING A MAJOR LOCAL PARK IMPROVEMENT FOR WHICH SIGNIFICANT COSTS HAVE NOT YET OCCURRED, AND FUNDS ARE CURRENTLY BEING RETAINED FOR THE PROJECT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029682
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt117734
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05206
IRS990EZ/SpecialEventsNetIncomeLossAmt010200
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047416
IRS990EZ/TotalProgramServiceExpensesAmt047416
IRS990EZ/TotalRevenueAmt038231
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04616
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RHODY FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0757
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013546
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08930
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01573
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01573
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02286
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLUB OPERATIONS $29682
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARITABLE GRANTS PAID $17734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES - Beginning $300 PREPAID EXPENSES AND DEFERRED CHARGES - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON F STOCUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF OLD TOWN EUREKA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0680196877
ReturnHeader/Filer/PhoneNum07074448242
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 87
ReturnHeader/Filer/USAddress/CityNm0EUREKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aalfs Evans & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 D Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Eureka
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0955010470
ReturnHeader/PreparerPersonGrp/PhoneNum07074448242
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jon F Stocum
ReturnHeader/ReturnTs02017-11-14T11:14:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,098
Liabilities
$0
Net assets
$51,098
Revenue
$38,231
Expenses
$47,416
Net income
-$9,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$77.8$77.8$84.6$68.9$15.7
2024Detailed filing. Detailed filing data is available for this year.$62.1$62.1$82.2$95.3$13.1
2023Detailed filing. Detailed filing data is available for this year.$75.2$75.2$49.1$73.9$24.8
2019Detailed filing. Detailed filing data is available for this year.$60.3$0.00$60.3$58.1$44.9$13.2
2017Detailed filing. Detailed filing data is available for this year.$51.1$0.00$51.1$38.2$47.4$9.19
2016Detailed filing. Detailed filing data is available for this year.$60.3$0.00$60.3$56.5$61.0$4.55
2015Detailed filing. Detailed filing data is available for this year.$64.8$0.00$64.8$73.1$51.2$21.9
2012Summary only. Only limited summary data is available for this year.$57.0$0.00$60.2$74.6$14.5