Civic Intelligence

Sonora 49Er Rotary Inc

EIN 77-0048763 • 501(c)4 • Sonora, CA

Profile

Rotary is an organizaion of business and professional persons united to provide humanitarin service, encourage high ethical standards in all vocations and help build goodwill and peace in all the world. Sonora 49er rotary is a local service club which provides local community and international service.

PO Box 4949Sonora, CA 95370

www.clubrunner.ca/Sonora49er

Siviq Scores

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

Liabilities / Assets

78th percentile

0.10x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.50x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

94th percentile

59%

Higher net margin than 94% 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

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

89th percentile

54%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$149,168

Up $20,841 (+16%) from 2023

Liabilities

Up

$15,000

Up $2,945 (+24%) from 2023

Net Assets

Up

$134,168

Up $17,896 (+15%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin94th percentile

Revenue

Up

$30,177

Up $10,626 (+54%) from 2023

Expenses

Up

$12,281

Up $354 (+3.0%) from 2023

Net Income

Up

$17,896

Up $10,272 (+135%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$150K$100K$50K$0Assets 2011: $71,470Liabilities 2011: $02011Assets 2012: $62,258Liabilities 2012: $02012Assets 2013: $63,137Net Assets 2013: $63,1372013Assets 2014: $65,499Liabilities 2014: $17,000Net Assets 2014: $48,4992014Assets 2015: $69,790Liabilities 2015: $20,000Net Assets 2015: $49,7902015Assets 2016: $78,587Liabilities 2016: $12,975Net Assets 2016: $65,6122016Assets 2017: $83,980Liabilities 2017: $26,000Net Assets 2017: $57,9802017Assets 2018: $90,976Liabilities 2018: $34,000Net Assets 2018: $56,9762018Assets 2019: $98,671Liabilities 2019: $39,000Net Assets 2019: $59,6712019Assets 2020: $119,102Liabilities 2020: $24,000Net Assets 2020: $95,1022020Assets 2021: $115,504Liabilities 2021: $14,000Net Assets 2021: $101,5042021Assets 2022: $123,648Liabilities 2022: $15,000Net Assets 2022: $108,6482022Assets 2023: $128,327Liabilities 2023: $12,055Net Assets 2023: $116,2722023Assets 2024: $149,168Liabilities 2024: $15,000Net Assets 2024: $134,1682024

Highlighted filing

2024

Assets$149,168
Liabilities$15,000
Net Assets$134,168
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $49,314Expenses 2011: $35,845Net Income 2011: $13,4692011Revenue 2012: $38,231Expenses 2012: $47,443Net Income 2012: -$9,2122012Revenue 2013: $41,649Expenses 2013: $37,817Net Income 2013: $3,8322013Revenue 2014: $44,018Expenses 2014: $58,656Net Income 2014: -$14,6382014Revenue 2015: $62,850Expenses 2015: $61,559Net Income 2015: $1,2912015Revenue 2016: $50,829Expenses 2016: $35,007Net Income 2016: $15,8222016Revenue 2017: $43,316Expenses 2017: $39,395Net Income 2017: $3,9212017Revenue 2018: $37,857Expenses 2018: $38,861Net Income 2018: -$1,0042018Revenue 2019: $36,343Expenses 2019: $33,648Net Income 2019: $2,6952019Revenue 2020: $54,962Expenses 2020: $19,531Net Income 2020: $35,4312020Revenue 2021: $10,778Expenses 2021: $1,053Net Income 2021: $9,7252021Revenue 2022: $18,618Expenses 2022: $11,474Net Income 2022: $7,1442022Revenue 2023: $19,551Expenses 2023: $11,927Net Income 2023: $7,6242023Revenue 2024: $30,177Expenses 2024: $12,281Net Income 2024: $17,8962024

Highlighted filing

2024

Revenue$30,177
Expenses$12,281
Net Income$17,896
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$149,168
Liabilities
$15,000
Net assets
$134,168
Revenue
$30,177
Expenses
$12,281
Net income
$17,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.15$1.34$0.30$0.12$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.12$1.16$0.20$0.12$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.15$1.09$0.19$0.11$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.14$1.02$0.11$0.01$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.24$0.95$0.55$0.20$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.39$0.60$0.36$0.34$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.34$0.57$0.38$0.39$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.26$0.58$0.43$0.39$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.13$0.66$0.51$0.35$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.20$0.50$0.63$0.62$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.17$0.48$0.44$0.59$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.63$0.42$0.38$0.04
2012Summary only. Only limited summary data is available for this year.$0.62$0.00$0.38$0.47$0.09
2011Summary only. Only limited summary data is available for this year.$0.71$0.00$0.49$0.36$0.13
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
$41,769
Mission and Program Overview

Mission

Rotary is an organizaion of business and professional persons united to provide humanitarin service, scolarship support to the local community, encourage high ethical standards in all vocations and help build goodwill and peace in all the world. Sonora 49er rotary is a local service club which provides local community and international service.

Program Services

DescriptionGrantsExpenses
ROTARY IS AN ORGANIZAION OF BUSINESS AND PROFESSIONAL PERSONS UNITED TO PROVIDE HUMANITARIN SERVICE, SCOLARSHIP SUPPORT TO THE LOCAL COMMUNITY, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS AND HELP BUILD GOODWILL AND PEACE IN ALL THE WORLD. SONORA 49ER ROTARY IS A LOCAL SERVICE CLUB WHICH PROVIDES LOCAL COMMUNITY AND INTERNATIONAL SERVICE.-$10,296
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT BARRYSecretary-$0--
ED OAKESDirector-$0--
DON SMITHDirector-$0--
SHERI HOFFMANPresident/Treas-$0--
CARL TUCKERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Superbowl-youth Services$24,891$24,891$1,781$23,110
Total Events$24,891$24,891$11,592$13,299
Filing and Contact Details

Filer

Filer Name
Sonora 49er Rotary Inc
EIN
77-0048763
Phone
2095361218
Address
PO BOX 4949, SONORA, CA 95370

Signing Officer

Name
Scott Barry
Title
Secretary
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Wheeler & Egger Cpas Llp
Address
945 MORNING STAR DR, SONORA, CA 95370
Preparer
Kimberly a Egger CPA
Phone
2095361218
Supplemental Narrative

Additional Explanations

Other Expenses.1

“SHS SCHOLARSHIPS $10000”

Other Expenses.2

“Rotary international dues $1007”

Other Expenses.3

“Uncollectable membership dues $558”

Other Expenses.4

“DISTRICT 5220 DUES $420”

Total Liabilities.1002

“Grants Payable - Beginning $12000 Grants Payable - Ending $15000”

Total Liabilities.1

“PREPAID ACCOUNTS RECEIVABLE - Beginning $55 PREPAID ACCOUNTS RECEIVABLE - Ending $0”

Raw XML Appendix143 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/PersonNm0SHERI HOFFMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum02093525521
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4949
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SONORA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095370
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0128327
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0149168
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017896
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt070
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0128327
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0149168
IRS990EZ/FundraisingGrossIncomeAmt024891
IRS990EZ/GrossReceiptsAmt041769
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt016156
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0613
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0116272
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0134168
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0116272
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0134168
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT BARRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ED OAKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DON SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERI HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARL TUCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011985
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY IS AN ORGANIZAION OF BUSINESS AND PROFESSIONAL PERSONS UNITED TO PROVIDE HUMANITARIN SERVICE, SCOLARSHIP SUPPORT TO THE LOCAL COMMUNITY, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS AND HELP BUILD GOODWILL AND PEACE IN ALL THE WORLD. SONORA 49ER ROTARY IS A LOCAL SERVICE CLUB WHICH PROVIDES LOCAL COMMUNITY AND INTERNATIONAL SERVICE.
IRS990EZ/PrintingPublicationsPostageAmt0226
IRS990EZ/ProgramServiceRevenueAmt0109
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY IS AN ORGANIZAION OF BUSINESS AND PROFESSIONAL PERSONS UNITED TO PROVIDE HUMANITARIN SERVICE, SCOLARSHIP SUPPORT TO THE LOCAL COMMUNITY, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS AND HELP BUILD GOODWILL AND PEACE IN ALL THE WORLD. SONORA 49ER ROTARY IS A LOCAL SERVICE CLUB WHICH PROVIDES LOCAL COMMUNITY AND INTERNATIONAL SERVICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010296
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011592
IRS990EZ/SpecialEventsNetIncomeLossAmt013299
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012055
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012281
IRS990EZ/TotalProgramServiceExpensesAmt010296
IRS990EZ/TotalRevenueAmt030177
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.clubrunner.ca/Sonora49er
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011592
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SUPERBOWL-YOUTH SERVICES
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07160
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024891
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024891
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024891
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024891
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013299
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01411
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01411
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01781
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01781
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01240
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHS SCHOLARSHIPS $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY INTERNATIONAL DUES $1007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNCOLLECTABLE MEMBERSHIP DUES $558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISTRICT 5220 DUES $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Grants Payable - Beginning $12000 Grants Payable - Ending $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PREPAID ACCOUNTS RECEIVABLE - Beginning $55 PREPAID ACCOUNTS RECEIVABLE - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT BARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SONORA 49ER ROTARY INC
ReturnHeader/Filer/BusinessNameControlTxt0SONO
ReturnHeader/Filer/EIN0770048763
ReturnHeader/Filer/PhoneNum02095361218
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4949
ReturnHeader/Filer/USAddress/CityNm0SONORA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095370
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900673920
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELER & EGGER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0945 MORNING STAR DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SONORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095370
ReturnHeader/PreparerPersonGrp/PhoneNum02095361218
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY A EGGER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-14T11:51:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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