Civic Intelligence

Solvang Rotary Club

EIN 77-0061554 • 501(c)4 • Solvang, CA

Profile

To promote community, national and international service and fellowship in the santa ynez valley and around the world.

PO Box 636Solvang, CA 93464

n/A

Siviq Scores

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

Liabilities / Assets

74th percentile

0.06x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

35th percentile

-5.7%

Higher net margin than 35% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

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

Asset Growth

29th percentile

-14%

Faster asset growth than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

-0.8%

Faster revenue growth than 48% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$38,817

Down $6,479 (-14%) from 2024

Liabilities

Down

$2,142

Down $1,494 (-41%) from 2024

Net Assets

Down

$36,675

Down $4,985 (-12%) from 2024

Operations
Liabilities / Revenue70th percentileNet Margin35th percentile

Revenue

Down

$87,223

Down $689 (-0.8%) from 2024

Expenses

Up

$92,208

Up $589 (+0.6%) from 2024

Net Income

Down

-$4,985

Down $1,278 (-34%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$60K$40K$20K$0Assets 2011: $18,067Liabilities 2011: $4,8552011Assets 2012: $17,712Liabilities 2012: $5,0102012Assets 2013: $16,248Liabilities 2013: $5,4982013Assets 2014: $12,166Net Assets 2014: $12,1662014Assets 2015: $26,638Net Assets 2015: $26,6382015Assets 2016: $22,326Liabilities 2016: $613Net Assets 2016: $21,7132016Assets 2017: $30,991Liabilities 2017: $1,313Net Assets 2017: $29,6782017Assets 2018: $31,804Liabilities 2018: $2,252Net Assets 2018: $29,5522018Assets 2019: $39,802Liabilities 2019: $4,328Net Assets 2019: $35,4742019Assets 2020: $45,315Liabilities 2020: $5,783Net Assets 2020: $39,5322020Assets 2021: $40,569Liabilities 2021: $7,215Net Assets 2021: $33,3542021Assets 2022: $33,326Net Assets 2022: $33,3262022Assets 2023: $49,293Liabilities 2023: $3,926Net Assets 2023: $45,3672023Assets 2024: $45,296Liabilities 2024: $3,636Net Assets 2024: $41,6602024Assets 2025: $38,817Liabilities 2025: $2,142Net Assets 2025: $36,6752025

Highlighted filing

2025

Assets$38,817
Liabilities$2,142
Net Assets$36,675
Open 2025 Filing

Operations Trend

Revenue Growth48th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $60,675Expenses 2011: $52,032Net Income 2011: $8,6432011Revenue 2012: $70,878Expenses 2012: $71,388Net Income 2012: -$5102012Revenue 2013: $82,811Expenses 2013: $84,763Net Income 2013: -$1,9522013Revenue 2014: $93,230Expenses 2014: $91,814Net Income 2014: $1,4162014Revenue 2015: $80,356Expenses 2015: $65,884Net Income 2015: $14,4722015Revenue 2016: $78,456Expenses 2016: $83,381Net Income 2016: -$4,9252016Revenue 2017: $82,511Expenses 2017: $74,546Net Income 2017: $7,9652017Revenue 2018: $92,801Expenses 2018: $92,927Net Income 2018: -$1262018Revenue 2019: $101,518Expenses 2019: $95,596Net Income 2019: $5,9222019Revenue 2020: $58,120Expenses 2020: $54,062Net Income 2020: $4,0582020Revenue 2021: $23,490Expenses 2021: $29,668Net Income 2021: -$6,1782021Revenue 2022: $75,574Expenses 2022: $75,386Net Income 2022: $1882022Revenue 2023: $92,885Expenses 2023: $80,844Net Income 2023: $12,0412023Revenue 2024: $87,912Expenses 2024: $91,619Net Income 2024: -$3,7072024Revenue 2025: $87,223Expenses 2025: $92,208Net Income 2025: -$4,9852025

Highlighted filing

2025

Revenue$87,223
Expenses$92,208
Net Income-$4,985
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$38,817
Liabilities
$2,142
Net assets
$36,675
Revenue
$87,223
Expenses
$92,208
Net income
-$4,985
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.39$0.02$0.37$0.87$0.92$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.04$0.42$0.88$0.92$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.04$0.45$0.93$0.81$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.33$0.76$0.75$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.07$0.33$0.23$0.30$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.06$0.40$0.58$0.54$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.04$0.35$1.02$0.96$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.02$0.30$0.93$0.93$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.01$0.30$0.83$0.75$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.01$0.22$0.78$0.83$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.80$0.66$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.93$0.92$0.01
2013Summary only. Only limited summary data is available for this year.$0.16$0.05$0.83$0.85$0.02
2012Summary only. Only limited summary data is available for this year.$0.18$0.05$0.71$0.71$0.01
2011Summary only. Only limited summary data is available for this year.$0.18$0.05$0.61$0.52$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$92,310
Mission and Program Overview

Mission

To encourage and foster the ideal of community service.

To promote community, national and international service and fellowship in the santa ynez valley and around the world.

Program Services

DescriptionGrantsExpenses
TO PROMOTE COMMUNITY, NATIONAL AND INTERNATIONAL SERVICE AND FELLOWSHIP IN THE SANTA YNEZ VALLEY AND AROUND THE WORLD.-$81,183
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN HARMONPast PresidentPT$0--
VALERIE KISSELLPresidentPT$0--
FRANK SMITHSONPresident ElectPT$0--
KRISTAN MORRISONSecretaryPT$0--
EILEEN BRISTOLTreasurerPT$0--
TOM OLMSTEDVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Solvang Rotary Club
EIN
77-0061554
Address
PO BOX 636, SOLVANG, CA 93464

Signing Officer

Name
Eileen Bristol
Title
Treasurer
Signed
2025-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Sherry Thore CPA
Address
45 Floral Way, Sagle, ID 83860
Preparer
Sherry Thore CPA
Phone
8052450722
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: THE ROTARY FOUNDATION | Donee's Address: 1560 SHERMAN AVENUE EVANSTON IL 60201 | Cash Amount Given: $9050”

Other Expenses.1002

“Office Expenses $152”

Other Expenses.1007

“Conferences, Conventions, and Meetings $11111”

Other Expenses.1009

“Depreciation $593”

Other Expenses.1

“Avenues of service $20988”

Other Expenses.2

“Club service/gatherings $13031”

Other Expenses.3

“Speaker /waiter gifts $2872”

Other Expenses.4

“Pass thru-book expense $2561”

Other Expenses.5

“BADGES/PINS $316”

Other Assets.1003

“Machinery and Equipment - Beginning $3990 Machinery and Equipment - Ending $3397”

Other Assets.1

“DEPOSITS - Beginning $30 DEPOSITS - Ending $30”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $3636 Accounts Payable and Accrued Expenses - Ending $2142”

Raw XML Appendix142 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/PersonNm0EILEEN BRISTOL
IRS990EZ/BooksInCareOfDetail/PhoneNum08056889396
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 636
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOLVANG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093464
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041276
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035390
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt080037
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4985
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01230
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045296
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038817
IRS990EZ/FundraisingGrossIncomeAmt012273
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09050
IRS990EZ/GrossReceiptsAmt092310
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041660
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036675
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041660
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036675
IRS990EZ/OccupancyRentUtltsAndMaintAmt030304
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN HARMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VALERIE KISSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRANK SMITHSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTAN MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EILEEN BRISTOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TOM OLMSTED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04020
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03427
IRS990EZ/OtherExpensesTotalAmt051624
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE COMMUNITY, NATIONAL AND INTERNATIONAL SERVICE AND FELLOWSHIP IN THE SANTA YNEZ VALLEY AND AROUND THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE COMMUNITY, NATIONAL AND INTERNATIONAL SERVICE AND FELLOWSHIP IN THE SANTA YNEZ VALLEY AND AROUND THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt081183
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05087
IRS990EZ/SpecialEventsNetIncomeLossAmt07186
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03636
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02142
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt092208
IRS990EZ/TotalProgramServiceExpensesAmt081183
IRS990EZ/TotalRevenueAmt087223
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: THE ROTARY FOUNDATION | Donee's Address: 1560 SHERMAN AVENUE EVANSTON IL 60201 | Cash Amount Given: $9050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $11111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVENUES OF SERVICE $20988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLUB SERVICE/GATHERINGS $13031
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SPEAKER /WAITER GIFTS $2872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PASS THRU-BOOK EXPENSE $2561
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BADGES/PINS $316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Machinery and Equipment - Beginning $3990 Machinery and Equipment - Ending $3397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DEPOSITS - Beginning $30 DEPOSITS - Ending $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Payable and Accrued Expenses - Beginning $3636 Accounts Payable and Accrued Expenses - Ending $2142
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1001
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EILEEN BRISTOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOLVANG ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0SOLV
ReturnHeader/Filer/EIN0770061554
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 636
ReturnHeader/Filer/USAddress/CityNm0SOLVANG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093464
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200538463
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sherry Thore CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 Floral Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sagle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083860
ReturnHeader/PreparerPersonGrp/PhoneNum08052450722
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Thore CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-27T11:02:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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