Civic Intelligence

Petaluma Valley Rotary Trust

990EZ • Fiscal year 2014 • EIN 68-0222925

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 25, 2015

Organization ProfileN/A
PO Box 2101Petaluma, CA 94953

(707) 763-9682

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

86th percentile

57%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

129%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$141,655

Up $51,217 (+57%) from 2013

Net Assets

$141,655

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $6,624 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin94th percentile

Revenue

Up

$83,280

Up $46,894 (+129%) from 2013

Expenses

Down

$31,935

Down $3,914 (-11%) from 2013

Net Income

Up

$51,345

Up $50,808 (+9461%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$400K$300K$200K$100K$0Assets 2011: $86,706Liabilities 2011: $9,8602011Assets 2012: $89,727Liabilities 2012: $9,8602012Assets 2013: $90,438Liabilities 2013: $6,6242013Assets 2014: $141,655Liabilities 2014: $0Net Assets 2014: $141,6552014Assets 2015: $129,427Liabilities 2015: $0Net Assets 2015: $129,4272015Assets 2016: $141,176Liabilities 2016: $0Net Assets 2016: $141,1762016Assets 2017: $158,938Liabilities 2017: $0Net Assets 2017: $158,9382017Assets 2018: $198,498Liabilities 2018: $0Net Assets 2018: $198,4982018Assets 2019: $209,208Liabilities 2019: $0Net Assets 2019: $209,2082019Assets 2020: $243,461Liabilities 2020: $0Net Assets 2020: $243,4612020Assets 2021: $228,037Liabilities 2021: $0Net Assets 2021: $228,0372021Assets 2022: $193,684Liabilities 2022: $0Net Assets 2022: $193,6842022Assets 2023: $279,479Liabilities 2023: $0Net Assets 2023: $279,4792023Assets 2024: $296,699Liabilities 2024: $0Net Assets 2024: $296,6692024Assets 2025: $335,471Net Assets 2025: $335,4712025

Highlighted filing

2014

Assets$141,655
Liabilities$0
Net Assets$141,655
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $25,701Expenses 2011: $25,278Net Income 2011: $4232011Revenue 2012: $25,633Expenses 2012: $27,301Net Income 2012: -$1,6682012Revenue 2013: $36,386Expenses 2013: $35,849Net Income 2013: $5372013Revenue 2014: $83,280Expenses 2014: $31,935Net Income 2014: $51,3452014Revenue 2015: $150,157Expenses 2015: $162,384Net Income 2015: -$12,2272015Revenue 2016: $79,738Expenses 2016: $67,989Net Income 2016: $11,7492016Revenue 2017: $70,763Expenses 2017: $53,001Net Income 2017: $17,7622017Revenue 2018: $79,248Expenses 2018: $39,688Net Income 2018: $39,5602018Revenue 2019: $83,696Expenses 2019: $72,986Net Income 2019: $10,7102019Revenue 2020: $109,617Expenses 2020: $75,364Net Income 2020: $34,2532020Revenue 2021: $60,077Expenses 2021: $75,501Net Income 2021: -$15,4242021Revenue 2022: $41,761Expenses 2022: $76,114Net Income 2022: -$34,3532022Revenue 2023: $160,842Expenses 2023: $75,047Net Income 2023: $85,7952023Revenue 2024: $73,621Expenses 2024: $80,573Net Income 2024: -$6,9522024Revenue 2025: $72,044Expenses 2025: $64,998Net Income 2025: $7,0462025

Highlighted filing

2014

Revenue$83,280
Expenses$31,935
Net Income$51,345
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 25, 2015
Return Version
2013v4.0
Gross Receipts
$110,030
Mission and Program Overview

Mission

Support educational, charitable & humanitarian endeavors.

Program Services

DescriptionGrantsExpenses
Provide grants to city school districts for enrichment programs for students.Number of people benefited: 2500$18,831-
Aid Uganda orphans and widows. Number of people benefited: 15$6,690-
Scholarships to students for higher education. 8 recipients.$4,750-
Typhoon relief. Number people benefited: 100.$1,000-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gerald BessesChairman-$0--
Jennifer CarterTreasurer-$0--
David JohnsonDirector-$0--
Walt HusseySecretary-$0--
Bruce SchumikowskiDirector-$0--
William JohnsDirector-$0--
Josephine ThorntonDirector-$0--
Jim O'GradyDirector-$0--
Terry BryantDirector-$0--
Loretta HartleyDirector-$0--
Jackie TaylorDirector-$0--
Lane Lombardo-MoralesDirector-$0--
Filing and Contact Details

Filer

EIN
68-0222925
Phone
7077639682

Signing Officer

Name
Jennifer Carter
Title
Treasurer
Signed
2015-03-25
Discuss with paid preparer
Yes

Preparer

Preparer
Jill Martin
Phone
7077638419
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Okwalloagabu Rotary Community Corp | Donee's Address: Unknown | Relationship of Donee: Donor's purpose | Cash Amount Given: $7690”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Petaluma City School District | Donee's Address: 200 Douglas St Petaluma, CA 94952 | Relationship of Donee: Donor's purpose | Cash Amount Given: $23581”

Other Expenses.1

“Brokerage expense $565”

Other Expenses.2

“Bank fees $35”

Other Expenses.4

“Supplies $30”

Other Expenses.5

“Rounding $-1”

Other Assets.1

“Brokerage Investments - Beginning $83518 Brokerage Investments - Ending $95237”

Other Assets.2

“Other, undiscovered asset - Beginning $128 Other, undiscovered asset - Ending $0”

Total Liabilities.1

“Due to funds - Beginning $6624 Due to funds - Ending $0”

Raw XML Appendix196 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/City0Petaluma
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode094953
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gerald Besses
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Carter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Walt Hussey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Bruce Schumikowski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5William Johns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Josephine Thornton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jim O'Grady
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Terry Bryant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Loretta Hartley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jackie Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Lane Lombardo-Morales
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt083646
IRS990EZ/OtherAssetsTotalDetail/EOYAmt095237
IRS990EZ/OtherChangesInNetAssetsAmt06496
IRS990EZ/OtherExpensesTotalAmt0629
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support educational, charitable & humanitarian endeavors.
IRS990EZ/PrintingPublicationsPostageAmt035
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide grants to city school districts for enrichment programs for students.Number of people benefited: 2500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Scholarships to students for higher education. 8 recipients.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Aid Uganda orphans and widows. Number of people benefited: 15
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Typhoon relief. Number people benefited: 100.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018831
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14750
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt26690
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt036298
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06624
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031935
IRS990EZ/TotalProgramServiceExpensesAmt031271
IRS990EZ/TotalRevenueAmt083280
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt070996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt033875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020898
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04424
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0149841
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02736
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02736
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt09548
IRS990ScheduleA/OtherIncome170Grp/TotalAmt09548
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92420
IRS990ScheduleA/PublicSupportTotal170Amt0149841
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt070996
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt033875
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020898
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019648
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04424
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0149841
IRS990ScheduleA/TotalSupportAmt0162125
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Okwalloagabu Rotary Community Corp | Donee's Address: Unknown | Relationship of Donee: Donor's purpose | Cash Amount Given: $7690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Petaluma City School District | Donee's Address: 200 Douglas St Petaluma, CA 94952 | Relationship of Donee: Donor's purpose | Cash Amount Given: $23581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Brokerage expense $565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank fees $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rounding $-1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Brokerage Investments - Beginning $83518 Brokerage Investments - Ending $95237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other, undiscovered asset - Beginning $128 Other, undiscovered asset - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Due to funds - Beginning $6624 Due to funds - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Carter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10Petaluma Valley Rotary Trust
ReturnHeader/Filer/BusinessNameControlTxt0PETA
ReturnHeader/Filer/EIN0680222925
ReturnHeader/Filer/PhoneNum07077639682
ReturnHeader/Filer/USAddress/AddressLine10PO Box 2101
ReturnHeader/Filer/USAddress/City0Petaluma
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094953
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Jill Martin CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108090 Valley Ford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Petaluma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094952
ReturnHeader/PreparerPersonGrp/PhoneNum07077638419
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jill Martin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-04-07T13:24:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,655
Liabilities
$0
Net assets
$141,655
Revenue
$83,280
Expenses
$31,935
Net income
$51,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.35$3.35$0.72$0.65$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.74$0.81$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$1.61$0.75$0.86
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.42$0.76$0.34
2021Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.60$0.76$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$1.10$0.75$0.34
2019Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.84$0.73$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.79$0.40$0.40
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.71$0.53$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.80$0.68$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$1.50$1.62$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.83$0.32$0.51
2013Summary only. Only limited summary data is available for this year.$0.90$0.07$0.36$0.36$0.01
2012Summary only. Only limited summary data is available for this year.$0.90$0.10$0.26$0.27$0.02
2011Summary only. Only limited summary data is available for this year.$0.87$0.10$0.26$0.25$0.00