Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 68-0462076

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 13, 2023

Organization ProfileN/A
2205 Hilltop Drive 12Redding, CA 96002

(530) 351-5813

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

7th percentile

-94%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

15th percentile

-21%

Faster asset growth than 15% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

22nd percentile

-40%

Faster revenue growth than 22% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$71,373

Down $18,764 (-21%) from 2020

Net Assets

$71,373

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$19,946

Down $13,502 (-40%) from 2020

Expenses

Down

$38,710

Down $10,127 (-21%) from 2020

Net Income

Down

-$18,764

Down $3,375 (-22%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$150K$100K$50K$0Assets 2012: $84,988Liabilities 2012: $2,4372012Assets 2013: $93,448Liabilities 2013: $1,5042013Assets 2014: $105,942Liabilities 2014: $4,7092014Assets 2015: $133,515Liabilities 2015: $2,2942015Assets 2016: $148,467Liabilities 2016: $3,1142016Assets 2017: $134,950Liabilities 2017: $2,5632017Assets 2018: $116,403Liabilities 2018: $8,1382018Assets 2019: $109,596Liabilities 2019: $4,070Net Assets 2019: $105,5262019Assets 2020: $90,137Liabilities 2020: $02020Assets 2021: $71,373Net Assets 2021: $71,3732021Assets 2022: $136,086Net Assets 2022: $136,0862022Assets 2023: $148,351Net Assets 2023: $148,3512023Assets 2024: $141,715Liabilities 2024: $02024Assets 2025: $109,204Net Assets 2025: $109,2042025

Highlighted filing

2021

Assets$71,373
Liabilities-
Net Assets$71,373
Open 2021 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2012: $62,760Expenses 2012: $64,753Net Income 2012: -$1,9932012Revenue 2013: $80,313Expenses 2013: $70,920Net Income 2013: $9,3932013Revenue 2014: $66,691Expenses 2014: $57,402Net Income 2014: $9,2892014Revenue 2015: $87,609Expenses 2015: $57,621Net Income 2015: $29,9882015Revenue 2016: $81,862Expenses 2016: $67,730Net Income 2016: $14,1322016Revenue 2017: $74,302Expenses 2017: $87,268Net Income 2017: -$12,9662017Revenue 2018: $76,329Expenses 2018: $100,451Net Income 2018: -$24,1222018Revenue 2019: $89,798Expenses 2019: $92,537Net Income 2019: -$2,7392019Revenue 2020: $33,448Expenses 2020: $48,837Net Income 2020: -$15,3892020Revenue 2021: $19,946Expenses 2021: $38,710Net Income 2021: -$18,7642021Revenue 2022: $156,780Expenses 2022: $92,067Net Income 2022: $64,7132022Revenue 2023: $100,431Expenses 2023: $88,166Net Income 2023: $12,2652023Revenue 2024: $108,167Expenses 2024: $114,803Net Income 2024: -$6,6362024Revenue 2025: $65,850Expenses 2025: $98,361Net Income 2025: -$32,5112025

Highlighted filing

2021

Revenue$19,946
Expenses$38,710
Net Income-$18,764
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 13, 2023
Return Version
2020v4.0
Gross Receipts
$26,401
Mission and Program Overview

Mission

CHARITABLE

Program Services

DescriptionGrantsExpenses
VARIOUS DONATIONS AND SCHOLARSHIPS-$25,683
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS ELLISPresident-$0--
CRAIG FRIEDMANSecretary-$0--
MIKE WHITMANTreasury-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
68-0462076
Phone
5303515813
Address
2205 HILLTOP DRIVE 12, REDDING, CA 96002

Signing Officer

Name
Mike Whitman
Title
Treasury
Phone
5303515813
Signed
2023-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Neal & Leidholdt an Accty Corp
Address
448 REDCLIFF DR STE 215, REDDING, CA 96002
Preparer
Jeffrey a Leidholdt CPA
Phone
5302217770
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Various organizations 25,683”

Form 990-ez, Part I, Line 16

“Expenses office 378 conferences/meetings 125 licenses and permits 35 meeting expenses 5,585 bank fees 269 storage 1,554 dues 4,431 total 12,377”

Form 990-ez, Part II, Line 24

“Accounts receivable 8,709 10,474 prepaid expenses and deferred charges 433 0 other asset 7,740 7,740 total 16,882 18,214”

Raw XML Appendix113 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DENNIS ELLIS
CompensationExplanation/CompensationExplanationGrp/PersonNm1CRAIG FRIEDMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2MIKE WHITMAN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MIKE WHITMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05303515813
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03001 BECHELLI LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0REDDING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096002
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073255
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053159
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04955
IRS990EZ/CostOfGoodsSoldAmt03228
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18764
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090137
IRS990EZ/Form990TotalAssetsGrp/EOYAmt071373
IRS990EZ/FundraisingGrossIncomeAmt03150
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025683
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-3108
IRS990EZ/GrossReceiptsAmt026401
IRS990EZ/GrossSalesOfInventoryAmt0120
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015366
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090137
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071373
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090137
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071373
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENNIS ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CRAIG FRIEDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE WHITMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt016882
IRS990EZ/OtherAssetsTotalDetail/EOYAmt018214
IRS990EZ/OtherExpensesTotalAmt012377
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE
IRS990EZ/ProgramServiceRevenueAmt02810
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS DONATIONS AND SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025683
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03227
IRS990EZ/SpecialEventsNetIncomeLossAmt0-77
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038710
IRS990EZ/TotalProgramServiceExpensesAmt025683
IRS990EZ/TotalRevenueAmt019946
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VARIOUS ORGANIZATIONS 25,683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 378 CONFERENCES/MEETINGS 125 LICENSES AND PERMITS 35 MEETING EXPENSES 5,585 BANK FEES 269 STORAGE 1,554 DUES 4,431 TOTAL 12,377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 8,709 10,474 PREPAID EXPENSES AND DEFERRED CHARGES 433 0 OTHER ASSET 7,740 7,740 TOTAL 16,882 18,214
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE WHITMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURY
ReturnHeader/BusinessOfficerGrp/PhoneNum05303515813
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REDDING RIVERVIEW SUNSET
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0680462076
ReturnHeader/Filer/PhoneNum05303515813
ReturnHeader/Filer/USAddress/AddressLine1Txt02205 HILLTOP DRIVE 12
ReturnHeader/Filer/USAddress/CityNm0REDDING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096002
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680142874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEAL & LEIDHOLDT AN ACCTY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0448 REDCLIFF DR STE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDDING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096002
ReturnHeader/PreparerPersonGrp/PhoneNum05302217770
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A LEIDHOLDT CPA
ReturnHeader/ReturnTs02023-07-18T13:32:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITMAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,373
Liabilities
-
Net assets
$71,373
Revenue
$19,946
Expenses
$38,710
Net income
-$18,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$1.09$0.66$0.98$0.33
2024Summary only. Only limited summary data is available for this year.$1.42$0.00$1.08$1.15$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.48$1.48$1.00$0.88$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$1.36$1.57$0.92$0.65
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.20$0.39$0.19
2020Summary only. Only limited summary data is available for this year.$0.90$0.00$0.33$0.49$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.04$1.06$0.90$0.93$0.03
2018Summary only. Only limited summary data is available for this year.$1.16$0.08$0.76$1.00$0.24
2017Summary only. Only limited summary data is available for this year.$1.35$0.03$0.74$0.87$0.13
2016Summary only. Only limited summary data is available for this year.$1.48$0.03$0.82$0.68$0.14
2015Summary only. Only limited summary data is available for this year.$1.34$0.02$0.88$0.58$0.30
2014Summary only. Only limited summary data is available for this year.$1.06$0.05$0.67$0.57$0.09
2013Summary only. Only limited summary data is available for this year.$0.93$0.02$0.80$0.71$0.09
2012Summary only. Only limited summary data is available for this year.$0.85$0.02$0.63$0.65$0.02