Civic Intelligence

Rotary Club of Valley of the Moon

EIN 68-0447870 • 501(c)4 • Santa Rosa, CA

Profile

Rotary is an organization of business and professional persons united worldwide who provide humanitarian service, encourage high ethical standards in all vocations and help goodwill and peace in the world from the ABCs of Rotary

6520 Oakmont DriveSanta Rosa, CA 95409

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

22nd percentile

-21%

Higher net margin than 22% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

28th percentile

-19%

Faster asset growth than 28% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

1.0%

Faster revenue growth than 54% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$25,352

Up $15,222 (+150%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$25,352

Up $15,999 (+171%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Down

$27,700

Down $21,740 (-44%) from 2019

Expenses

Down

$33,403

Down $15,536 (-32%) from 2019

Net Income

Down

-$5,703

Down $6,204 (-1238%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2012: $11,815Liabilities 2012: $3,0642012Assets 2013: $9,383Liabilities 2013: $1,486Net Assets 2013: $7,8972013Assets 2015: $10,582Liabilities 2015: $1,807Net Assets 2015: $8,7752015Assets 2019: $10,130Liabilities 2019: $777Net Assets 2019: $9,3532019Assets 2024: $25,352Net Assets 2024: $25,3522024

Highlighted filing

2024

Assets$25,352
Liabilities-
Net Assets$25,352
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $15,383Expenses 2012: $22,476Net Income 2012: -$7,0932012Revenue 2013: $34,470Expenses 2013: $35,324Net Income 2013: -$8542013Revenue 2015: $43,071Expenses 2015: $40,567Net Income 2015: $2,5042015Revenue 2019: $49,440Expenses 2019: $48,939Net Income 2019: $5012019Revenue 2024: $27,700Expenses 2024: $33,403Net Income 2024: -$5,7032024

Highlighted filing

2024

Revenue$27,700
Expenses$33,403
Net Income-$5,703
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,352
Liabilities
-
Net assets
$25,352
Revenue
$27,700
Expenses
$33,403
Net income
-$5,703
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.4$25.4$27.7$33.4$5.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.78$9.35$49.4$48.9$0.50
2015Detailed filing. Detailed filing data is available for this year.$10.6$1.81$8.78$43.1$40.6$2.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.38$1.49$7.90$34.5$35.3$0.85
2012Summary only. Only limited summary data is available for this year.$11.8$3.06$15.4$22.5$7.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$27,700
Mission and Program Overview

Mission

Rotary is an organization of business and professional persons united worldwide who provide humanitarian service, encourage high ethical standards in all vocations and help goodwill and peace in the world from the ABCs of Rotary

Program Services

DescriptionGrantsExpenses
The Club maintains a membership of 40 to 50 whose development of acquaintance is an opportunity of service, within the dignity of each member's profession.-$30,063
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth MooreTreasurer-$0--
Susan BoakPresident-$0--
Valerie HulseySecretary-$0--
Daymon DossPresident-Elect-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Valley of the Moon
EIN
68-0447870
Phone
7075387442
Address
6520 Oakmont Drive, Santa Rosa, CA 95409

Signing Officer

Name
Elizabeth Moore
Title
Treasurer
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Goranson Tax and Consulting Inc
Address
403 Chinn Street, Santa Rosa, CA 95404
Preparer
Blake Gunter
Phone
7075421256
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $26542”

Other Expenses.1

“dues $3365”

Other Expenses.2

“supplies $3066”

Other Expenses.3

“Outside computer and software $230”

Other Expenses.4

“grants and awards $200”

Raw XML Appendix111 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/PersonNm0Elizabeth Moore
IRS990EZ/BooksInCareOfDetail/PhoneNum07075387442
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06572 Oakmont Drive Suite A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Rosa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095409
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031170
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025352
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5703
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031170
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025352
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt027700
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031170
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025352
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031170
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025352
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elizabeth Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Susan Boak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Valerie Hulsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Daymon Doss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President-Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-115
IRS990EZ/OtherExpensesTotalAmt033403
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Rotary is an organization of business and professional persons united worldwide who provide humanitarian service, encourage high ethical standards in all vocations and help goodwill and peace in the world from the ABCs of Rotary
IRS990EZ/ProgramServiceRevenueAmt027700
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Club maintains a membership of 40 to 50 whose development of acquaintance is an opportunity of service, within the dignity of each member's profession.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030063
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033403
IRS990EZ/TotalProgramServiceExpensesAmt030063
IRS990EZ/TotalRevenueAmt027700
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $26542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1dues $3365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2supplies $3066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Outside computer and software $230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4grants and awards $200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Moore
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Valley of the Moon
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0680447870
ReturnHeader/Filer/PhoneNum07075387442
ReturnHeader/Filer/USAddress/AddressLine1Txt06520 Oakmont Drive
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095409
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873976308
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goranson Tax and Consulting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0403 Chinn Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Rosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095404
ReturnHeader/PreparerPersonGrp/PhoneNum07075421256
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Blake Gunter
ReturnHeader/ReturnTs02025-05-14T13:04:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits