Civic Intelligence

Sonora 49Er Rotary Inc

990EZ • Fiscal year 2018 • EIN 77-0048763

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 03, 2018

PO Box 4949Sonora, CA 95370

(209) 536-1218

Siviq Scores

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

Liabilities / Assets

88th percentile

0.37x

Higher debt load relative to assets than 88% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

0.90x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

35th percentile

-2.7%

Higher net margin than 35% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

66th percentile

8.3%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-13%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$90,976

Up $6,996 (+8.3%) from 2017

Net Assets

Down

$56,976

Down $1,004 (-1.7%) from 2017

Liabilities

Up

$34,000

Up $8,000 (+31%) from 2017

Revenue

Down

$37,857

Down $5,459 (-13%) from 2017

Expenses

Down

$38,861

Down $534 (-1.4%) from 2017

Net Income

Down

-$1,004

Down $4,925 (-126%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$90,976
Liabilities$34,000
Net Assets$56,976

Operations Trend

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

2018

Revenue$37,857
Expenses$38,861
Net Income-$1,004
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 3, 2018
Return Version
2017v2.2
Gross Receipts
$47,107
Mission and Program Overview

Mission

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.

Program Services

DescriptionGrantsExpenses
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.$38,861-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIK JOHNSONDirector-$0--
TERRY CLARKDirector-$0--
E SAMUEL WHEELERPast Pres-$0--
SCOTT BARRYSecretary-$0--
ED OAKESDirector-$0--
DON SMITHDirector-$0--
SHERI KESSELTreasurer-$0--
CARL TUCKERDirector-$0--
SLIM BOUCHOUCHAPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Superbowl-youth Services$33,619$33,619-$33,619
Total Events$33,619$33,619$9,250$24,369
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
Sheri Kessel
Title
Treasurer
Signed
2018-12-03
Discuss with paid preparer
Yes

Preparer

Firm
Wheeler & Egger Cpas Llp
Address
133 OLD WARDS FERRY RD STE J, SONORA, CA 95370-7822
Preparer
E Samuel Wheeler CPA
Phone
2095361218
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $862

Other Expenses.1007

Conferences, Conventions, and Meetings $1891

Other Expenses.1

SHS SCHALARSHIPS $18000

Other Expenses.2

COMUNITY SERVICES $4949

Other Expenses.3

DICTIONARY PROJECT $3190

Other Expenses.4

ROTARY DUES $1978

Other Expenses.5

Josh the otter swim ed $1781

Other Expenses.6

Amigos de guatemala $1500

Other Expenses.7

Interact mexico trip $1313

Other Expenses.8

INTERACT OTHER $911

Other Expenses.9

CLUP OPERATIONS $789

Other Expenses.10

CLUB PRODUCTS $617

Other Expenses.11

Student of the month $250

Other Expenses.12

DISTRICT DONATION $175

Other Expenses.14

Gratuities and gifts $129

Other Expenses.15

SPEECH CONTEST $125

Other Expenses.16

SOBER GRAD $100

Other Expenses.17

OTHER YOUTH SERVICE $50

Other Assets.1005

Accounts Receivable - Beginning $2295 Accounts Receivable - Ending $2978

Total Liabilities.1002

Grants Payable - Beginning $26000 Grants Payable - Ending $34000

Raw XML Appendix180 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SONORA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIK JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERRY CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2E SAMUEL WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT BARRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ED OAKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DON SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHERI KESSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CARL TUCKER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02295
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02978
IRS990EZ/OtherExpensesTotalAmt038610
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IRS990EZ/PrintingPublicationsPostageAmt0171
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt038861
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt026845
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt026000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt034000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038861
IRS990EZ/TotalProgramServiceExpensesAmt038861
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.clubrunner.ca/Sonora49er
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09250
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SUPERBOWL-YOUTH SERVICES
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt09250
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt09250
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033619
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $1891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SHS SCHALARSHIPS $18000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMUNITY SERVICES $4949
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DICTIONARY PROJECT $3190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROTARY DUES $1978
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6JOSH THE OTTER SWIM ED $1781
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AMIGOS DE GUATEMALA $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INTERACT MEXICO TRIP $1313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INTERACT OTHER $911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CLUP OPERATIONS $789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CLUB PRODUCTS $617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12STUDENT OF THE MONTH $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DISTRICT DONATION $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14GRATUITIES AND GIFTS $129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SPEECH CONTEST $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SOBER GRAD $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17OTHER YOUTH SERVICE $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Accounts Receivable - Beginning $2295 Accounts Receivable - Ending $2978
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Grants Payable - Beginning $26000 Grants Payable - Ending $34000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1002
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SHERI KESSEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-03
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/PreparerFirmGrp/PreparerFirmEIN0900673920
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELER & EGGER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0133 OLD WARDS FERRY RD STE J
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SONORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0953707822
ReturnHeader/PreparerPersonGrp/PhoneNum02095361218
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E SAMUEL WHEELER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-12-03T14:53:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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