Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
71st percentile
Higher net margin than 71% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
62nd percentile
Faster asset growth than 62% of similar nonprofits.
Revenue Growth
10th percentile
Faster revenue growth than 10% of similar nonprofits.
Assets
Up$141,176
Up $11,749 (+9.1%) from 2015
Net Assets
Up$141,176
Up $11,749 (+9.1%) from 2015
Liabilities
Flat$0
Flat from 2015
Revenue
Down$79,738
Down $70,419 (-47%) from 2015
Expenses
Down$67,989
Down $94,395 (-58%) from 2015
Net Income
Up$11,749
Up $23,976 (+196%) from 2015
Support educational, charitable & humanitarian endeavors.
| Description | Grants | Expenses |
|---|---|---|
| Provide grants to city school districts for enrichment programs for students.Number of people benefited: 2500 | $18,254 | - |
| Aid Uganda orphans and widows. Number of people benefited: 150 | $16,242 | - |
| Scholarships to students for higher education. 2 recipients. | $4,000 | - |
| Contribute to renovation of park in city of Petaluma potentially benefitting the entire public. | $2,500 | - |
| Numerous smaller gifts to qualified charities, benefitting several hundred people. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Gerald Besses | Director | - | $0 | - | - |
| Jennifer Carter | Treasurer | - | $0 | - | - |
| Daniel Hemphill | Director | - | $0 | - | - |
| Walt Hussey | Secretary | - | $0 | - | - |
| Pam Tuft | Director | - | $0 | - | - |
| Sally Johnson | Director | - | $0 | - | - |
| Josephine Thornton | Chair | PT | $0 | - | - |
| Jim O'Grady | Director | - | $0 | - | - |
| Libby FitzGerald | Director | - | $0 | - | - |
| Loretta Hartley | Director | - | $0 | - | - |
| Terry Bryant | Director | - | $0 | - | - |
| Dawn Davis | Director | - | $0 | - | - |
“| 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: $20754”
“| Donee's Name: Okwalloagabu Rotary Community Corp | Donee's Address: Unknown | Cash Amount Given: $16242”
“| Donee's Name: Local Charities Served | Donee's Address: Various Petaluma CA 94952 | Cash Amount Given: $17965”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Terry Bryant |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7077639682 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 753 Cherry St |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Petaluma |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94952 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 129427 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 141176 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 74696 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 11749 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1769 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 129427 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 141176 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 66220 |
| IRS990EZ/GrossReceiptsAmt | 0 | 79738 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 5042 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 129427 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 141176 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 129427 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 141176 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.33 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.33 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.33 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 30.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 0.33 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 0.33 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 0.33 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 0.33 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Gerald Besses |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Jennifer Carter |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Daniel Hemphill |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Walt Hussey |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Pam Tuft |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Sally Johnson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Josephine Thornton |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Jim O'Grady |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Libby FitzGerald |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Loretta Hartley |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Terry Bryant |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Dawn Davis |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Support educational, charitable & humanitarian endeavors. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Provide grants to city school districts for enrichment programs for students.Number of people benefited: 2500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Scholarships to students for higher education. 2 recipients. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Aid Uganda orphans and widows. Number of people benefited: 150 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | Contribute to renovation of park in city of Petaluma potentially benefitting the entire public. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 4 | Numerous smaller gifts to qualified charities, benefitting several hundred people. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 18254 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 4000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 16242 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 3 | 2500 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 67989 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 40996 |
| IRS990EZ/TotalRevenueAmt | 0 | 79738 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 79735 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 143732 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 70996 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 33875 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 20898 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 349236 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 5042 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2454 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2736 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 10232 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3971 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 9548 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 13519 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.93630 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.93920 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 349236 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 79735 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 143732 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 70996 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 33875 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 20898 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 349236 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 372987 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | 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: $20754 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Donee's Name: Okwalloagabu Rotary Community Corp | Donee's Address: Unknown | Cash Amount Given: $16242 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | | Donee's Name: Local Charities Served | Donee's Address: Various Petaluma CA 94952 | Cash Amount Given: $17965 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Grants and Similar Amounts Paid In Excess of $5,000.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Grants and Similar Amounts Paid In Excess of $5,000.8 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Josephine Thornton |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Chair |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-02-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Petaluma Valley Rotary Trust |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PETA |
| ReturnHeader/Filer/EIN | 0 | 680222925 |
| ReturnHeader/Filer/PhoneNum | 0 | 7074773330 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 753 Cherry St |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Petaluma |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94952 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Jill Martin CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 8090 Valley Ford |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Petaluma |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94952 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7077638419 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Jill Martin |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2017-02-17T05:50:07-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.