Civic Intelligence

Rotary International

990EZ • Fiscal year 2019 • EIN 68-0196877

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 25, 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

81st percentile

23%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

66th percentile

8.6%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

82nd percentile

23%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$60,276

Up $9,178 (+18%) from 2017

Net Assets

Up

$60,276

Up $9,178 (+18%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin81st percentile

Revenue

Up

$58,136

Up $19,905 (+52%) from 2017

Expenses

Down

$44,910

Down $2,506 (-5.3%) from 2017

Net Income

Up

$13,226

Up $22,411 (+244%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2019

Assets$60,276
Liabilities$0
Net Assets$60,276
Open 2019 Filing

Operations Trend

Revenue Growth82nd 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

2019

Revenue$58,136
Expenses$44,910
Net Income$13,226
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 25, 2019
Return Version
2018v3.1
Gross Receipts
$69,821
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.$26,948-
PARTICIPATES IN COMMUNITY AND EDUCATION SERVICE ACTIVITIES BY PROVIDING DONATIONS TO OTHER COMMUNITY 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.$17,962-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL RICEPresidentPT$0--
AL STEERPresident Elect-$0--
VICTORIA ONSTINESecretary-$0--
JON STOCUMTreasurer-$0--
HAROLD HILFICKERStg At Arms-$0--
JESSIKA CHAPMANDirector-$0--
AMANDA NELSONDirector-$0--
ELIZABETH SCHATZDirector-$0--
MIKE MUNSONDirector-$0--
RUSTY GOODLIVEDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rhody Festival$18,866$18,866$701$18,165
Art Show Auction$15,315$15,315$274$15,041
Total Events$34,181$34,181$10,645$23,536
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
2019-10-25
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 $26948”

Other Expenses.2

“Charitable grants paid $17962”

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/USAddress/AddressLine1Txt0P O BOX 87
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EUREKA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/MembershipDuesAmt027285
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JILL RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AL STEER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VICTORIA ONSTINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JON STOCUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HAROLD HILFICKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JESSIKA CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMANDA NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ELIZABETH SCHATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MIKE MUNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RUSTY GOODLIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Stg at Arms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044910
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 COMMUNITY 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/GrantsAndAllocationsAmt026948
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt117962
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011685
IRS990EZ/SpecialEventsNetIncomeLossAmt026091
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044910
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IRS990EZ/TotalRevenueAmt058136
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010645
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RHODY FESTIVAL
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01200
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015315
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034181
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023536
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0975
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0701
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0274
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01142
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt07128
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt08270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLUB OPERATIONS $26948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARITABLE GRANTS PAID $17962
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON F STOCUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-25
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/PreparerFirmEIN0680154024
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/ReturnTs02019-10-25T12:07:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,276
Liabilities
$0
Net assets
$60,276
Revenue
$58,136
Expenses
$44,910
Net income
$13,226
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