Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 68-0202268

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 01, 2020

Organization ProfileN/A
PO Box 771Fairfield, CA 94533

(707) 449-8299

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

85th percentile

33%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-16%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$17,746

Up $4,358 (+33%) from 2019

Net Assets

Up

$17,746

Up $4,358 (+33%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin72nd percentile

Revenue

Down

$23,967

Down $4,544 (-16%) from 2019

Expenses

Down

$19,609

Down $14,298 (-42%) from 2019

Net Income

Up

$4,358

Up $9,754 (+181%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$30K$20K$10K$0Assets 2015: $24,435Net Assets 2015: $24,4352015Assets 2017: $17,258Net Assets 2017: $17,2582017Assets 2018: $18,784Net Assets 2018: $18,7842018Assets 2019: $13,388Net Assets 2019: $13,3882019Assets 2020: $17,746Liabilities 2020: $0Net Assets 2020: $17,7462020Assets 2021: $17,572Net Assets 2021: $17,5722021Assets 2022: $20,871Net Assets 2022: $20,8712022Assets 2023: $22,806Net Assets 2023: $22,8062023Assets 2024: $23,031Net Assets 2024: $23,0312024Assets 2025: $28,131Net Assets 2025: $28,1312025

Highlighted filing

2020

Assets$17,746
Liabilities$0
Net Assets$17,746
Open 2020 Filing

Operations Trend

Revenue Growth48th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2015: $34,377Expenses 2015: $33,321Net Income 2015: $1,0562015Revenue 2017: $32,825Expenses 2017: $29,182Net Income 2017: $3,6432017Revenue 2018: $24,029Expenses 2018: $22,475Net Income 2018: $1,5542018Revenue 2019: $28,511Expenses 2019: $33,907Net Income 2019: -$5,3962019Revenue 2020: $23,967Expenses 2020: $19,609Net Income 2020: $4,3582020Revenue 2021: $6,907Expenses 2021: $7,081Net Income 2021: -$1742021Revenue 2022: $12,448Expenses 2022: $9,149Net Income 2022: $3,2992022Revenue 2023: $21,384Expenses 2023: $19,449Net Income 2023: $1,9352023Revenue 2024: $11,325Expenses 2024: $11,100Net Income 2024: $2252024Revenue 2025: $15,371Expenses 2025: $10,271Net Income 2025: $5,1002025

Highlighted filing

2020

Revenue$23,967
Expenses$19,609
Net Income$4,358
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 1, 2020
Return Version
2019v5.0
Gross Receipts
$23,967
Mission and Program Overview

Mission

Provide service to the community and the world.

Program Services

DescriptionGrantsExpenses
The club provided service to many community organizations as well as other expenditures in support of local, District and International Rotary projects.$19,609-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol CollisonMembership-$0--
Sheila Mc CabePresident-$0--
Candy PierceFoundation-$0--
Ben HerstonTreasurer-$0--
Pam MuickSecretary-$0--
Vic RamosPresident Elect-$0--
Tiffany SwansonGrants-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Cordelia
EIN
68-0202268
Phone
7074498299
Address
PO Box 771, Fairfield, CA 94533

Signing Officer

Name
Ben Herston
Title
Treasurer
Signed
2020-10-01
Discuss with paid preparer
Yes

Preparer

Firm
David Welch Certified Public Accountant
Address
717 MISSOURI ST, FAIRFIELD, CA 94533-6252
Preparer
David L Welch
Phone
7074228540
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Pumpkin Patch $8832”

Other Revenue.2

“Recognition $3075”

Other Revenue.3

“Demotion Dinner $910”

Other Expenses.1001

“Advertising and Promotion $1753”

Other Expenses.1

“Meal Expenses $10419”

Other Expenses.2

“Storage Fees $1783”

Other Expenses.3

“International Dues $1652”

Other Expenses.4

“Club Events $1483”

Other Expenses.5

“District Dues $936”

Other Expenses.6

“Donations $450”

Other Expenses.7

“Credit Card Fees $121”

Other Expenses.8

“Taxes Filing Fees $70”

Raw XML Appendix141 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/PersonNm0Ben Herston
IRS990EZ/BooksInCareOfDetail/PhoneNum07074498299
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 771
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fairfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0945330077
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013388
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017746
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011150
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04358
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0824
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013388
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017746
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt023967
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013388
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017746
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013388
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017746
IRS990EZ/OccupancyRentUtltsAndMaintAmt0118
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Carol Collison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sheila Mc Cabe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Candy Pierce
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ben Herston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Pam Muick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Vic Ramos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Tiffany Swanson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Foundation
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Grants
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018667
IRS990EZ/OtherRevenueTotalAmt012817
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide service to the community and the world.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The club provided service to many community organizations as well as other expenditures in support of local, District and International Rotary projects.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019609
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019609
IRS990EZ/TotalProgramServiceExpensesAmt019609
IRS990EZ/TotalRevenueAmt023967
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Pumpkin Patch $8832
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Recognition $3075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Demotion Dinner $910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Advertising and Promotion $1753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meal Expenses $10419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Storage Fees $1783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6International Dues $1652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Club Events $1483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8District Dues $936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Donations $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Credit Card Fees $121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Taxes Filing Fees $70
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ben Herston
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Cordelia
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0680202268
ReturnHeader/Filer/PhoneNum07074498299
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 771
ReturnHeader/Filer/USAddress/CityNm0Fairfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094533
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203801957
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID WELCH CERTIFIED PUBLIC ACCOUNTANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0717 MISSOURI ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945336252
ReturnHeader/PreparerPersonGrp/PhoneNum07074228540
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David L Welch
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-01T15:11:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,746
Liabilities
$0
Net assets
$17,746
Revenue
$23,967
Expenses
$19,609
Net income
$4,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.1$28.1$15.4$10.3$5.10
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.0$23.0$11.3$11.1$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.8$22.8$21.4$19.4$1.94
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$20.9$12.4$9.15$3.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$17.6$6.91$7.08$0.17
2020Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$24.0$19.6$4.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$13.4$28.5$33.9$5.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$18.8$24.0$22.5$1.55
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$17.3$32.8$29.2$3.64
2015Detailed filing. Detailed filing data is available for this year.$24.4$24.4$34.4$33.3$1.06