Civic Intelligence

Oakhurst Sierra Sunrise Rotary Club

EIN 77-0149555 • 501(c)4 • Oakhurst, CA

Profile

Rotary is an organization of business and professional persons united worldwide who provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.

PO Box 2583Oakhurst, CA 93644

www.oakhurstrotary.org

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

68th percentile

12%

Higher net margin than 68% 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

88th percentile

34%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

94th percentile

99%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$24,559

Up $6,200 (+34%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$24,559

Up $6,200 (+34%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$52,521

Up $26,064 (+99%) from 2023

Expenses

Down

$46,321

Down $3,168 (-6.4%) from 2023

Net Income

Up

$6,200

Up $29,232 (+127%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$80K$60K$40K$20K$0Assets 2011: $46,440Net Assets 2011: $46,4402011Assets 2012: $57,222Liabilities 2012: $1,675Net Assets 2012: $55,5472012Assets 2013: $38,252Liabilities 2013: $2,272Net Assets 2013: $35,9802013Assets 2014: $41,410Liabilities 2014: $1,676Net Assets 2014: $39,7342014Assets 2015: $40,576Liabilities 2015: $2,531Net Assets 2015: $38,0452015Assets 2016: $45,412Liabilities 2016: $3,144Net Assets 2016: $42,2682016Assets 2017: $40,552Liabilities 2017: $3,113Net Assets 2017: $37,4392017Assets 2018: $46,483Liabilities 2018: $3,113Net Assets 2018: $43,3702018Assets 2019: $27,261Net Assets 2019: $27,2612019Assets 2020: $28,134Net Assets 2020: $28,1342020Assets 2021: $67,930Net Assets 2021: $67,9302021Assets 2022: $41,451Net Assets 2022: $41,4512022Assets 2023: $18,359Net Assets 2023: $18,3592023Assets 2024: $24,559Net Assets 2024: $24,5592024

Highlighted filing

2024

Assets$24,559
Liabilities-
Net Assets$24,559
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$100K$50K$0-$50KRevenue 2011: $62,823Expenses 2011: $66,251Net Income 2011: -$3,4282011Revenue 2012: $60,458Expenses 2012: $51,351Net Income 2012: $9,1072012Revenue 2013: $54,145Expenses 2013: $73,712Net Income 2013: -$19,5672013Revenue 2014: $60,689Expenses 2014: $56,935Net Income 2014: $3,7542014Revenue 2015: $72,130Expenses 2015: $73,819Net Income 2015: -$1,6892015Revenue 2016: $66,135Expenses 2016: $61,912Net Income 2016: $4,2232016Revenue 2017: $72,784Expenses 2017: $77,613Net Income 2017: -$4,8292017Revenue 2018: $69,672Expenses 2018: $66,976Net Income 2018: $2,6962018Revenue 2019: $69,824Expenses 2019: $65,005Net Income 2019: $4,8192019Revenue 2020: $50,079Expenses 2020: $61,776Net Income 2020: -$11,6972020Revenue 2021: $73,692Expenses 2021: $56,691Net Income 2021: $17,0012021Revenue 2022: $52,917Expenses 2022: $50,324Net Income 2022: $2,5932022Revenue 2023: $26,457Expenses 2023: $49,489Net Income 2023: -$23,0322023Revenue 2024: $52,521Expenses 2024: $46,321Net Income 2024: $6,2002024

Highlighted filing

2024

Revenue$52,521
Expenses$46,321
Net Income$6,200
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$24,559
Liabilities
-
Net assets
$24,559
Revenue
$52,521
Expenses
$46,321
Net income
$6,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.6$24.6$52.5$46.3$6.20
2023Detailed filing. Detailed filing data is available for this year.$18.4$18.4$26.5$49.5$23.0
2022Detailed filing. Detailed filing data is available for this year.$41.5$41.5$52.9$50.3$2.59
2021Detailed filing. Detailed filing data is available for this year.$67.9$67.9$73.7$56.7$17.0
2020Detailed filing. Detailed filing data is available for this year.$28.1$28.1$50.1$61.8$11.7
2019Detailed filing. Detailed filing data is available for this year.$27.3$27.3$69.8$65.0$4.82
2018Detailed filing. Detailed filing data is available for this year.$46.5$3.11$43.4$69.7$67.0$2.70
2017Detailed filing. Detailed filing data is available for this year.$40.6$3.11$37.4$72.8$77.6$4.83
2016Detailed filing. Detailed filing data is available for this year.$45.4$3.14$42.3$66.1$61.9$4.22
2015Detailed filing. Detailed filing data is available for this year.$40.6$2.53$38.0$72.1$73.8$1.69
2014Detailed filing. Detailed filing data is available for this year.$41.4$1.68$39.7$60.7$56.9$3.75
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.3$2.27$36.0$54.1$73.7$19.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.2$1.68$55.5$60.5$51.4$9.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.4$46.4$62.8$66.3$3.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$52,521
Mission and Program Overview

Mission

Promote goodwill in community and worldwide by leading and supporting various projects for the good of all.

Rotary is an organization of business and professional persons united worldwide who provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.

Program Services

DescriptionGrantsExpenses
Community Youth Services$13,385$13,385
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer CaseyPresident-$0--
Jayson PrenticeSecretary-$0--
Don DeBernardiTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Oakhurst Sierra Sunrise Rotary Club
EIN
77-0149555
Address
PO Box 2583, Oakhurst, CA 93644

Signing Officer

Name
Don DeBernardi
Title
Treasurer
Phone
5593585193
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Mason Williams CPA
Address
PO Box 3201, Oakhurst, CA 93644
Preparer
Mason Williams CPA
Phone
5596415100
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising 7,964”

Form 990-EZ, Part I, Line 16, Other Expenses

“Office Expense 3,132”

Form 990-EZ, Part I, Line 16, Other Expenses

“Member Activity Expense 20,805”

Form 990-EZ, Part II, Line 24, Other Assets

“Accounts Receivable Beginning of year 881, End of year 69”

Raw XML Appendix106 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/PersonNm0Don DeDernari
IRS990EZ/BooksInCareOfDetail/PhoneNum05596585193
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt040312 Junction Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAkhurst
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093644
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017478
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024490
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06200
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01035
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018359
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024559
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013385
IRS990EZ/GrossReceiptsAmt052521
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013990
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018359
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024559
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018359
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024559
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Casey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jayson Prentice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Don DeBernardi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0881
IRS990EZ/OtherAssetsTotalDetail/EOYAmt069
IRS990EZ/OtherExpensesTotalAmt031901
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Rotary is an organization of business and professional persons united worldwide who provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.
IRS990EZ/ProgramServiceRevenueAmt038531
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community Youth Services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013385
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013385
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046321
IRS990EZ/TotalProgramServiceExpensesAmt013385
IRS990EZ/TotalRevenueAmt052521
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.oakhurstrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 7,964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expense 3,132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Member Activity Expense 20,805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Receivable Beginning of year 881, End of year 69
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Don DeBernardi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05593585193
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oakhurst Sierra Sunrise Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0OAKH
ReturnHeader/Filer/EIN0770149555
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2583
ReturnHeader/Filer/USAddress/CityNm0Oakhurst
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093644
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261798213
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mason Williams CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 3201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakhurst
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093644
ReturnHeader/PreparerPersonGrp/PhoneNum05596415100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mason Williams CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T12:27:32-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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