Civic Intelligence

Solvang Rotary Club

990EZ • Fiscal year 2018 • EIN 77-0061554

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 16, 2019

Organization ProfileN/A
PO Box 619Solvang, CA 93464

(805) 688-1122

Siviq Scores

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

Liabilities / Assets

74th percentile

0.07x

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

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

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

41st percentile

-0.1%

Higher net margin than 41% 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

54th percentile

2.6%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$31,804

Up $813 (+2.6%) from 2017

Net Assets

Down

$29,552

Down $126 (-0.4%) from 2017

Liabilities

Up

$2,252

Up $939 (+72%) from 2017

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin41st percentile

Revenue

Up

$92,801

Up $10,290 (+12%) from 2017

Expenses

Up

$92,927

Up $18,381 (+25%) from 2017

Net Income

Down

-$126

Down $8,091 (-102%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$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

2018

Assets$31,804
Liabilities$2,252
Net Assets$29,552
Open 2018 Filing

Operations Trend

Revenue Growth72nd percentile

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

2018

Revenue$92,801
Expenses$92,927
Net Income-$126
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 16, 2019
Return Version
2017v2.2
Gross Receipts
$92,801
Mission and Program Overview

Mission

To encourage and foster the ideal of community service.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE & SPECIAL EVENTS$37,859-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS LOWRYPresidentPT$0--
LARRY EDWARDSPresident ElectPT$0--
EILEEN BRISTOLTreasurerPT$0--
PAM CHALLISSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Solvang Rotary Club
EIN
77-0061554
Phone
8056881122
Address
PO BOX 619, SOLVANG, CA 93464

Signing Officer

Name
Chris Lowry
Title
President
Signed
2019-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Sorenson & Associates
Address
2027 Village Lane Ste 203, Solvang, CA 93463
Preparer
G Stewart Fries
Phone
8056881122
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $15222”

Other Expenses.1009

“Depreciation $38”

Other Expenses.1

“MEETING EXPENSES $32173”

Other Expenses.2

“EVENT EXPENSES $23894”

Other Expenses.3

“Avenues of service exp $13965”

Other Expenses.4

“ADMINISTRATIVE EXP $4091”

Other Expenses.5

“Hollywood revisited $3169”

Other Assets.1003

“Machinery and Equipment - Beginning $218 Machinery and Equipment - Ending $180”

Other Assets.1

“DEPOSITS - Beginning $60 DEPOSITS - Ending $30”

Total Liabilities.1

“FOUNDATION PAYABLE - Beginning $1313 FOUNDATION PAYABLE - Ending $2252”

Raw XML Appendix127 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/PhoneNum08056930409
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 619
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOLVANG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093463
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030713
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031594
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038701
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-126
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0375
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030991
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031804
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt092801
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt054100
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029678
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029552
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029678
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029552
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS LOWRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LARRY EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EILEEN BRISTOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAM CHALLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0278
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0210
IRS990EZ/OtherExpensesTotalAmt092552
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENCOURAGE AND FOSTER THE IDEAL OF COMMUNITY SERVICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE & SPECIAL EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037859
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01313
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02252
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092927
IRS990EZ/TotalProgramServiceExpensesAmt037859
IRS990EZ/TotalRevenueAmt092801
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $15222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEETING EXPENSES $32173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVENT EXPENSES $23894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVENUES OF SERVICE EXP $13965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADMINISTRATIVE EXP $4091
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HOLLYWOOD REVISITED $3169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Machinery and Equipment - Beginning $218 Machinery and Equipment - Ending $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DEPOSITS - Beginning $60 DEPOSITS - Ending $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FOUNDATION PAYABLE - Beginning $1313 FOUNDATION PAYABLE - Ending $2252
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
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 Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS LOWRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOLVANG ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0SOLV
ReturnHeader/Filer/EIN0770061554
ReturnHeader/Filer/PhoneNum08056881122
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 619
ReturnHeader/Filer/USAddress/CityNm0SOLVANG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093464
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464246494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sorenson & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02027 Village Lane Ste 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Solvang
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093463
ReturnHeader/PreparerPersonGrp/PhoneNum08056881122
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G STEWART FRIES
ReturnHeader/ReturnTs02019-01-16T09:44:39-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,804
Liabilities
$2,252
Net assets
$29,552
Revenue
$92,801
Expenses
$92,927
Net income
-$126
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)4 • <$500k nonprofits