Civic Intelligence

Pacific Grove Rotary Club Legacy Ca Inc.

EIN 68-0590130 • 501(c)3 • Pacific Grove, CA

Pub. 78 Eligible990-N Coverage

Profile

Provide funding for local, community projects.

PO Box 51Pacific Grove, CA 93950

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$494,719

Up $61,421 (+14%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$494,719

Up $61,421 (+14%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Up

$110,293

Up $18,824 (+21%) from 2024

Expenses

Down

$70,482

Down $22,324 (-24%) from 2024

Net Income

Up

$39,811

Up $41,148 (+3078%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$600K$400K$200K$0Assets 2011: $153,510Liabilities 2011: $02011Assets 2022: $255,777Net Assets 2022: $255,7772022Assets 2023: $421,340Net Assets 2023: $421,3402023Assets 2024: $433,298Net Assets 2024: $433,2982024Assets 2025: $494,719Net Assets 2025: $494,7192025

Highlighted filing

2025

Assets$494,719
Liabilities-
Net Assets$494,719
Open 2025 Filing

Operations Trend

Revenue Growth72nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $299Expenses 2011: $10Net Income 2011: $2892011Revenue 2022: $61,144Expenses 2022: $39,935Net Income 2022: $21,2092022Revenue 2023: $72,343Expenses 2023: $48,617Net Income 2023: $23,7262023Revenue 2024: $91,469Expenses 2024: $92,806Net Income 2024: -$1,3372024Revenue 2025: $110,293Expenses 2025: $70,482Net Income 2025: $39,8112025

Highlighted filing

2025

Revenue$110,293
Expenses$70,482
Net Income$39,811
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$494,719
Liabilities
-
Net assets
$494,719
Revenue
$110,293
Expenses
$70,482
Net income
$39,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.95$4.95$1.10$0.70$0.40
2024Detailed filing. Detailed filing data is available for this year.$4.33$4.33$0.91$0.93$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.21$4.21$0.72$0.49$0.24
2022Detailed filing. Detailed filing data is available for this year.$2.56$2.56$0.61$0.40$0.21
2011Summary only. Only limited summary data is available for this year.$1.54$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 10, 2026
Return Version
2025v4.1
Gross Receipts
$163,724
Mission and Program Overview

Mission

Provide funding for local, community projects.

Program Services

DescriptionGrantsExpenses
PROVIDE ON GOING FUNDING FOR LOCAL CLUB SPONSORED PROJECTS AND / OR DONATIONS.-$19,024
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE DURANT JONESDirector-$0--
MICHAEL LOREDOSecretary-$0--
JOHN SHUMANDirector-$0--
MATT BOSWORTHTreasurer-$0--
CRAIG GIRAUDODirector-$0--
JOE SHAMMASPresident-$0--
TRAVIS LONGDirector-$0--
JAN STEWARTDirector-$0--
MANAL MASRIDirector-$0--
LINDSAY MUNOZDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Pacific Grove Rotary Club Legacy CA
EIN
68-0590130
Phone
8312770646
Address
PO BOX 51, PACIFIC GROVE, CA 93950

Signing Officer

Name
Matt Bosworth
Title
Treasurer
Signed
2026-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Rina R Tringali CPA Cfe
Address
550 FIGUEROA ST STE E, MONTEREY, CA 93940
Preparer
Rina R Tringali CPA Cfe
Phone
8313724272
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.20

“Class of Activity: YOUTH | Donee's Name: PACIFIC GROVE UNIFIED SCHOOL DISTRICT | Donee's Address: 435 HILLCREST AVENUE PACIFIC GROVE CA 93950 | Relationship of Donee: GRANTEE | Cash Amount Given: $7591”

Other Expenses.1

“Perkins park landscaping exp $19024”

Other Expenses.2

“IHELP DINNERS $2347”

Other Expenses.3

“DICTIONARY PROJECT $768”

Other Expenses.4

“CAMP ROYAL EXPENSE $360”

Other Expenses.5

“PGHS TRACK MEET $337”

Other Expenses.6

“Pacific grove veterans day $306”

Other Expenses.7

“Good old days parade expense $298”

Other Expenses.8

“BANK CHARGES $76”

Other Expenses.10

“FILING FEES $50”

Other Expenses.11

“Foreign taxes on investments $49”

Raw XML Appendix190 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/PersonNm0MATT BOSWORTH
IRS990EZ/BooksInCareOfDetail/PhoneNum08312770646
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0994 SYIDA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PACIFIC GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093950
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0433298
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0494719
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt072539
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt049428
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt039811
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04803
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0433298
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0494719
IRS990EZ/FundraisingGrossIncomeAmt010542
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03672
IRS990EZ/GrantsAndSimilarAmountsPaidAmt041991
IRS990EZ/GrossReceiptsAmt0163724
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt027543
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0433298
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0494719
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0433298
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0494719
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
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/PersonNm0JANE DURANT JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL LOREDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN SHUMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATT BOSWORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CRAIG GIRAUDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOE SHAMMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TRAVIS LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAN STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MANAL MASRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LINDSAY MUNOZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt021610
IRS990EZ/OtherExpensesTotalAmt023615
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FUNDING FOR LOCAL, COMMUNITY PROJECTS.
IRS990EZ/PrintingPublicationsPostageAmt073
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ON GOING FUNDING FOR LOCAL CLUB SPONSORED PROJECTS AND / OR DONATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019024
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt053100
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04003
IRS990EZ/SpecialEventsNetIncomeLossAmt06539
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt070482
IRS990EZ/TotalProgramServiceExpensesAmt019024
IRS990EZ/TotalRevenueAmt0110293
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PRIOR TO 2022, ENTITY FILED A POSTCARD WITH IRS, INFORMATION NOT AVAILABLE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Additional Supplemental Information
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt072539
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt035365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0169709
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027544
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015960
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013461
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt056965
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt010542
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt041144
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt052248
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt033894
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0137828
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0169709
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt072539
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt035365
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt027250
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0169709
IRS990ScheduleA/TotalSupportAmt0364502
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: YOUTH | Donee's Name: PACIFIC GROVE UNIFIED SCHOOL DISTRICT | Donee's Address: 435 HILLCREST AVENUE PACIFIC GROVE CA 93950 | Relationship of Donee: GRANTEE | Cash Amount Given: $7591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PERKINS PARK LANDSCAPING EXP $19024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IHELP DINNERS $2347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DICTIONARY PROJECT $768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CAMP ROYAL EXPENSE $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PGHS TRACK MEET $337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PACIFIC GROVE VETERANS DAY $306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOOD OLD DAYS PARADE EXPENSE $298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES $76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FILING FEES $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FOREIGN TAXES ON INVESTMENTS $49
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT BOSWORTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PACIFIC GROVE ROTARY CLUB LEGACY CA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0680590130
ReturnHeader/Filer/PhoneNum08312770646
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 51
ReturnHeader/Filer/USAddress/CityNm0PACIFIC GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093950
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208551957
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RINA R TRINGALI CPA CFE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 FIGUEROA ST STE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTEREY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08313724272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RINA R TRINGALI CPA CFE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-04-10T14:16:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.