Civic Intelligence

Petaluma Valley Rotary Trust

990EZ • Fiscal year 2019 • EIN 68-0222925

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

Organization ProfileN/A
PO Box 2101Petaluma, CA 94953

(707) 338-1226

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)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

56th percentile

5.4%

Faster asset growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

5.6%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$209,208

Up $10,710 (+5.4%) from 2018

Net Assets

Up

$209,208

Up $10,710 (+5.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin67th percentile

Revenue

Up

$83,696

Up $4,448 (+5.6%) from 2018

Expenses

Up

$72,986

Up $33,298 (+84%) from 2018

Net Income

Down

$10,710

Down $28,850 (-73%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2019

Assets$209,208
Liabilities$0
Net Assets$209,208
Open 2019 Filing

Operations Trend

Revenue Growth57th 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

2019

Revenue$83,696
Expenses$72,986
Net Income$10,710
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$87,507
Mission and Program Overview

Mission

Support educational, charitable & humanitarian endeavors.

Program Services

DescriptionGrantsExpenses
Numerous smaller gifts to qualified charities, benefitting several hundred people.$33,232-
Provide grants to city school districts for enrichment programs for students.Number of people benefited: 2500$19,577-
Aid to wildfire victims who lost everything. Number of people benefited: 150$10,811-
Scholarships to students for higher education. 6 recipients locally and numerous in Uganda.$7,831-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John BurnsDirector-$0--
Jennifer CarterChair-$0--
Bruce SchumikowskiDirector-$0--
Walt HusseySecretary-$0--
Ron JohnsDirector-$0--
Juli LederhausDirector-$0--
Jim O'GradyDirector-$0--
Sheila BrideDirector-$0--
Pamela TuftDirector-$0--
Janet SeddonDirector-$0--
Tony LanderDirector-$0--
Cheri PageTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Petaluma Valley Rotary Trust
EIN
68-0222925
Phone
7073381226
Address
PO Box 2101, Petaluma, CA 94953

Signing Officer

Name
Jennifer Carter
Title
Chair
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Jill Martin CPA
Address
8090 Valley Ford, Petaluma, CA 94952
Preparer
Jill Martin
Phone
7077638419
Supplemental Narrative

Additional Explanations

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: $19577”

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: Charitable Spending | Donee's Address: Various Petaluma CA 94952 | Relationship of Donee: Community needs-numerous | Cash Amount Given: $21604”

Grants and Similar Amounts Paid In Excess of $5,000.4

“| Donee's Name: Community Project | Donee's Address: Various Petaluma CA 94952 | Relationship of Donee: Community-Charitable | Cash Amount Given: $7500”

Grants and Similar Amounts Paid In Excess of $5,000.8

“| Donee's Name: Scholarships | Donee's Address: Various Petaluma CA 94952 | Cash Amount Given: $7831”

Grants and Similar Amounts Paid In Excess of $5,000.9

“| Donee's Name: Valley Fire Victims | Donee's Address: Lakeport Rotary Lakeport CA 95453 | Relationship of Donee: Charitable | Cash Amount Given: $10811”

Other Expenses.1001

“Advertising and Promotion $100”

Other Expenses.1

“Brokerage fees $370”

Other Expenses.2

“Taxes $35”

Other Expenses.3

“Bank charges $30”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $1 Prepaid Expenses and Deferred Charges - Ending $0”

Raw XML Appendix200 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/PersonNm0Jennifer Carter
IRS990EZ/BooksInCareOfDetail/PhoneNum07073381226
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 2101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Petaluma
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094953
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0198497
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0209208
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt078049
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt03811
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010710
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0198498
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0209208
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01790
IRS990EZ/GrantsAndSimilarAmountsPaidAmt071451
IRS990EZ/GrossReceiptsAmt087507
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03857
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0198498
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0209208
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0198498
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0209208
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Burns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Carter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bruce Schumikowski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Walt Hussey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ron Johns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Juli Lederhaus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jim O'Grady
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sheila Bride
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Pamela Tuft
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Janet Seddon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Tony Lander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Cheri Page
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chair
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/TitleTxt11Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01
IRS990EZ/OtherExpensesTotalAmt0535
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support educational, charitable & humanitarian endeavors.
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. 6 recipients locally and numerous in Uganda.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Aid to wildfire victims who lost everything. Number of people benefited: 150
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Numerous smaller gifts to qualified charities, benefitting several hundred people.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019577
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17831
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt210811
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt333232
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt05601
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072986
IRS990EZ/TotalProgramServiceExpensesAmt071451
IRS990EZ/TotalRevenueAmt083696
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt078049
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt076233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt066523
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt079735
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0143732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0444272
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05647
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04240
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02454
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt020398
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03971
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03971
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94800
IRS990ScheduleA/PublicSupportPY170Pct00.93380
IRS990ScheduleA/PublicSupportTotal170Amt0444272
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt078049
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt076233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt066523
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt079735
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0143732
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0444272
IRS990ScheduleA/TotalSupportAmt0468641
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| 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: $19577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Charitable Spending | Donee's Address: Various Petaluma CA 94952 | Relationship of Donee: Community needs-numerous | Cash Amount Given: $21604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Community Project | Donee's Address: Various Petaluma CA 94952 | Relationship of Donee: Community-Charitable | Cash Amount Given: $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: Scholarships | Donee's Address: Various Petaluma CA 94952 | Cash Amount Given: $7831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Donee's Name: Valley Fire Victims | Donee's Address: Lakeport Rotary Lakeport CA 95453 | Relationship of Donee: Charitable | Cash Amount Given: $10811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Advertising and Promotion $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Brokerage fees $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Taxes $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank charges $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Prepaid Expenses and Deferred Charges - Beginning $1 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Grants and Similar Amounts Paid In Excess of $5,000.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1011
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Carter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Petaluma Valley Rotary Trust
ReturnHeader/Filer/BusinessNameControlTxt0PETA
ReturnHeader/Filer/EIN0680222925
ReturnHeader/Filer/PhoneNum07073381226
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2101
ReturnHeader/Filer/USAddress/CityNm0Petaluma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094953
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943306170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jill Martin CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08090 Valley Ford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Petaluma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094952
ReturnHeader/PreparerPersonGrp/PhoneNum07077638419
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jill Martin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-14T17:57:25-08:00
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
$209,208
Liabilities
$0
Net assets
$209,208
Revenue
$83,696
Expenses
$72,986
Net income
$10,710
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