Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 68-0447870

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 16, 2016

Organization ProfileN/A
6572 Oakmont DriveSanta Rosa, CA 95409

(707) 538-7442

Siviq Scores

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

Liabilities / Assets

81st percentile

0.17x

Higher debt load relative to assets than 81% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

71st percentile

0.04x

Higher debt load relative to revenue than 71% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

56th percentile

5.8%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

62nd percentile

6.2%

Faster asset growth than 62% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2015

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2015

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$10,582

Up $1,199 (+13%) from 2013

Net Assets

Up

$8,775

Up $878 (+11%) from 2013

Liabilities

Up

$1,807

Up $321 (+22%) from 2013

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin56th percentile

Revenue

Up

$43,071

Up $8,601 (+25%) from 2013

Expenses

Up

$40,567

Up $5,243 (+15%) from 2013

Net Income

Up

$2,504

Up $3,358 (+393%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$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

2015

Assets$10,582
Liabilities$1,807
Net Assets$8,775
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$43,071
Expenses$40,567
Net Income$2,504
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 16, 2016
Return Version
2014v6.0
Gross Receipts
$43,071
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.$33,778-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arnold LambTreasurer-$0--
Robert JacksonVice President-$0--
Valerie HulseySecretary-$0--
John BrodeyPresident-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Valley of the Moon
EIN
68-0447870
Phone
7075387442
Address
6572 Oakmont Drive, Santa Rosa, CA 95409

Signing Officer

Name
Arnold Lamb
Title
Treasurer
Signed
2016-03-16
Discuss with paid preparer
Yes

Preparer

Firm
Goranson and Associates Inc
Address
717 College Avenue First Floor, Santa Rosa, CA 95404
Preparer
Susan E Goranson
Phone
7075421256
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $431”

Other Expenses.1002

“Office Expenses $717”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1829”

Other Expenses.1012

“Insurance $312”

Other Expenses.1

“membership expenses $29478”

Other Expenses.2

“Member Dues $4936”

Other Expenses.3

“Miscellaneous program Expenses $1556”

Other Expenses.4

“Rotarian $630”

Other Expenses.6

“Internet and cable $130”

Other Assets.1005

“Accounts Receivable - Beginning $345 Accounts Receivable - Ending $1785”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1241 Accounts Payable and Accrued Expenses - Ending $1807”

Raw XML Appendix127 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/PersonNm0Arnold Lamb
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/BOYAmt07167
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08797
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02504
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07512
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010582
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt043071
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09270
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06271
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08775
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06271
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08775
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Arnold Lamb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Jackson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Valerie Hulsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3John Brodey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0345
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01785
IRS990EZ/OtherExpensesTotalAmt040019
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/PrintingPublicationsPostageAmt0148
IRS990EZ/ProgramServiceRevenueAmt033801
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/GrantsAndAllocationsAmt033778
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01241
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01807
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040567
IRS990EZ/TotalProgramServiceExpensesAmt033778
IRS990EZ/TotalRevenueAmt043071
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4membership expenses $29478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Member Dues $4936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous program Expenses $1556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rotarian $630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Internet and cable $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $345 Accounts Receivable - Ending $1785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable and Accrued Expenses - Beginning $1241 Accounts Payable and Accrued Expenses - Ending $1807
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1001
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Arnold Lamb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Valley of the Moon
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0680447870
ReturnHeader/Filer/PhoneNum07075387442
ReturnHeader/Filer/USAddress/AddressLine1Txt06572 Oakmont Drive
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095409
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goranson and Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0717 College Avenue First Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Rosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095404
ReturnHeader/PreparerPersonGrp/PhoneNum07075421256
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan E Goranson
ReturnHeader/ReturnTs02016-03-16T17:07:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,582
Liabilities
$1,807
Net assets
$8,775
Revenue
$43,071
Expenses
$40,567
Net income
$2,504
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)4 • <$500k nonprofits