Civic Intelligence

Rotary International

990EZ • Fiscal year 2019 • EIN 68-0447870

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 14, 2020

Organization ProfileN/A
6520 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

75th percentile

0.08x

Higher debt load relative to assets than 75% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

65th percentile

0.02x

Higher debt load relative to revenue than 65% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

45th percentile

1.0%

Higher net margin than 45% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$10,130

Down $452 (-4.3%) from 2015

Net Assets

Up

$9,353

Up $578 (+6.6%) from 2015

Liabilities

Down

$777

Down $1,030 (-57%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin45th percentile

Revenue

Up

$49,440

Up $6,369 (+15%) from 2015

Expenses

Up

$48,939

Up $8,372 (+21%) from 2015

Net Income

Down

$501

Down $2,003 (-80%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2019

Assets$10,130
Liabilities$777
Net Assets$9,353
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$49,440
Expenses$48,939
Net Income$501
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 14, 2020
Return Version
2018v3.1
Gross Receipts
$49,440
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.$43,221-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arnold LambTreasurer-$0--
Shawn HethermanPresident-$0--
Valerie HulseySecretary-$0--
Susan BoakPresident-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
Arnold Lamb
Title
Treasurer
Signed
2020-02-14
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.1003

“Information Technology $284”

Other Expenses.1012

“Insurance $337”

Other Expenses.1

“MEETING EXPENSE $37003”

Other Expenses.2

“dues $5501”

Other Expenses.3

“supplies $4446”

Other Expenses.4

“Operations expenses $1368”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $3236”

Other Assets.1

“Other assets - Beginning $0 Other assets - Ending $65”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $777”

Raw XML Appendix119 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/BOYAmt08852
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06829
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0501
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08852
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010130
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt049440
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08852
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09353
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08852
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09353
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/PersonNm0Arnold Lamb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Shawn Hetherman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Valerie Hulsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Susan Boak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President-Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03301
IRS990EZ/OtherExpensesTotalAmt048939
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/ProgramServiceRevenueAmt049440
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/GrantsAndAllocationsAmt043221
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0777
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048939
IRS990EZ/TotalProgramServiceExpensesAmt043221
IRS990EZ/TotalRevenueAmt049440
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEETING EXPENSE $37003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3dues $5501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4supplies $4446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Operations expenses $1368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Receivable - Beginning $0 Accounts Receivable - Ending $3236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other assets - Beginning $0 Other assets - Ending $65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $777
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Arnold Lamb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-14
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/PreparerFirmGrp/PreparerFirmEIN0455565460
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/ReturnTs02020-02-18T09:48:57-08:00
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
$10,130
Liabilities
$777
Net assets
$9,353
Revenue
$49,440
Expenses
$48,939
Net income
$501
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
2019Detailed filing. Detailed filing data is available for this year.$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