Civic Intelligence

Paso Robles Rotary Services Inc.

990 • Fiscal year 2016 • EIN 77-0178513

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization ProfileN/A
PO Box 3641Paso Robles, CA 93447

(805) 237-3995

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$1,200

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

66th percentile

8.3%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-11%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$557,875

Up $42,927 (+8.3%) from 2015

Net Assets

Up

$557,875

Up $65,927 (+13%) from 2015

Liabilities

Down

$0

Down $23,000 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin96th percentile

Revenue

Down

$73,723

Down $9,204 (-11%) from 2015

Expenses

Down

$18,533

Down $17,833 (-49%) from 2015

Net Income

Up

$55,190

Up $8,629 (+19%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $311,701Liabilities 2011: $2,9342011Assets 2012: $363,746Liabilities 2012: $23,0002012Assets 2013: $381,057Liabilities 2013: $11,528Net Assets 2013: $369,5292013Assets 2014: $430,967Liabilities 2014: $29,000Net Assets 2014: $401,9672014Assets 2015: $514,948Liabilities 2015: $23,000Net Assets 2015: $491,9482015Assets 2016: $557,875Liabilities 2016: $0Net Assets 2016: $557,8752016Assets 2017: $834,136Liabilities 2017: $0Net Assets 2017: $834,1362017Assets 2018: $876,622Liabilities 2018: $0Net Assets 2018: $876,6222018Assets 2019: $1,434,910Liabilities 2019: $0Net Assets 2019: $1,434,9102019Assets 2020: $1,436,170Liabilities 2020: $0Net Assets 2020: $1,436,1702020Assets 2021: $1,565,443Liabilities 2021: $0Net Assets 2021: $1,565,4432021Assets 2022: $1,660,008Liabilities 2022: $0Net Assets 2022: $1,660,0082022Assets 2023: $1,727,767Liabilities 2023: $0Net Assets 2023: $1,727,7672023Assets 2024: $1,747,684Liabilities 2024: $0Net Assets 2024: $1,747,6842024

Highlighted filing

2016

Assets$557,875
Liabilities$0
Net Assets$557,875
Open 2016 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $127,775Expenses 2011: $124,171Net Income 2011: $3,6042011Revenue 2012: $102,255Expenses 2012: $100,236Net Income 2012: $2,0192012Revenue 2013: $114,115Expenses 2013: $118,073Net Income 2013: -$3,9582013Revenue 2014: $106,309Expenses 2014: $96,284Net Income 2014: $10,0252014Revenue 2015: $82,927Expenses 2015: $36,366Net Income 2015: $46,5612015Revenue 2016: $73,723Expenses 2016: $18,533Net Income 2016: $55,1902016Revenue 2017: $269,022Expenses 2017: $32,783Net Income 2017: $236,2392017Revenue 2018: $77,082Expenses 2018: $54,881Net Income 2018: $22,2012018Revenue 2019: $243,461Expenses 2019: $65,418Net Income 2019: $178,0432019Revenue 2020: $97,984Expenses 2020: $101,889Net Income 2020: -$3,9052020Revenue 2021: $197,263Expenses 2021: $69,290Net Income 2021: $127,9732021Revenue 2022: $201,698Expenses 2022: $107,132Net Income 2022: $94,5662022Revenue 2023: $298,118Expenses 2023: $230,559Net Income 2023: $67,5592023Revenue 2024: $198,403Expenses 2024: $178,486Net Income 2024: $19,9172024

Highlighted filing

2016

Revenue$73,723
Expenses$18,533
Net Income$55,190
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$175,431
Mission and Program Overview

Mission

Promotion of rotary ideals, fellowship and education through community and worldwide involvement and outreach.

Promotion of rotary ideals, fellowship, and education through community and worldwide involvement and outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$491,948$557,875▲ $65,927
Investments Program Related$449,309$494,026▲ $44,717
Cash and Non-Interest-Bearing Accounts$37,497$32,564▼ $4,933
Savings and Temporary Cash Investments$28,142$31,285▲ $3,143
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$514,948$557,875▲ $42,927
Other Assets Total-$0-
Liabilities
Other Liabilities$23,000--
Total Liabilities$23,000$0▼ $23,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$491,948$557,875▲ $65,927
Total Liabilities and Net Assets / Fund Balance$514,948$557,875▲ $42,927

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$449,309$50,000▲ $19,717-$494,026
2014$394,625$121,846▼ $8,131-$449,309
2013$372,213$40,000▲ $11,581-$394,625
2012$339,471$54,000▲ $8,793-$372,213
2011$311,701$48,000▲ $9,770-$339,471
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleOtherTotal
Ann CochraneTreasurer$1,200$1,200
Jean St MartinSecretary$1,200$1,200

Board Members and Trustees

NameTitle
Fred RoyPresident
Anthony WallacePresident Elect
Bob VilhauerDirector
Brenda CresseyDirector
Darrell CooperDirector
David LundyDirector
Jennifer SorensonDirector
Jessica FullertonDirector
Julie OpheimDirector
Linda MidkiffDirector
Ralph ByrdDirector
Randolph KohnDirector
Scott BrennanDirector
Steve GregoryDirector
Pat SaynePres Elect Nom
Revenue and Support

Revenue Composition

Contributions and Grants
$61,600
Program Service Revenue
$0
Investment Income
$12,123
Other Revenue
$0
All Other Contributions
$900
Change in Net Assets
$55,190
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,500
Other Expenses$33
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$18,500--$18,500
Other Expenses$8--$8
Total Functional Expenses$18,533$0$0$18,533
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“General membership elects the governing board annually.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Authorization for some decisions is required by a vote of the general membership, including annual budget approval.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The governing board is informed when the 990 is completed and filed and is available upon request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Paso Robles Rotary Service Inc
EIN
77-0178513
Phone
8052373995
Address
PO BOX 3641, PASO ROBLES, CA 93447

Signing Officer

Name
Ann Cochrane
Title
Treasurer
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Wallace
Formed
1993
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
21

Preparer

Firm
HAYASHI WAYLAND Accounting & Consulting
Address
1188 Padre Drive Suite 101, Salinas, CA 93901
Preparer
Autumn Rossi CPA
Phone
8317596300
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IRS990/GrossReceiptsAmt0175431
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt014375
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014375
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0449309
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0494026
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0101708
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROMOTION OF ROTARY IDEALS, FELLOWSHIP, AND EDUCATION THROUGH COMMUNITY AND WORLDWIDE INVOLVEMENT AND OUTREACH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0491948
IRS990/NetAssetsOrFundBalancesEOYAmt0557875
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-2252
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2252
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010737
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FILING FEES
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt025
IRS990/OtherExpensesGrp/ProgramServicesAmt18
IRS990/OtherExpensesGrp/TotalAmt025
IRS990/OtherExpensesGrp/TotalAmt18
IRS990/OtherLiabilitiesGrp/BOYAmt023000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ANTHONY WALLACE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt067935
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt036000
IRS990/PYInvestmentIncomeAmt014992
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0366
IRS990/PYRevenuesLessExpensesAmt046561
IRS990/PYTotalExpensesAmt036366
IRS990/PYTotalRevenueAmt082927
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt055190
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt060700
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt028142
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt061600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt067935
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt094726
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0104749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt092485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0421495
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014375
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015241
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011583
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09365
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09770
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt060334
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87480
IRS990ScheduleA/PublicSupportPY170Pct00.89780
IRS990ScheduleA/PublicSupportTotal170Amt0421495
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt061600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt067935
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt094726
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0104749
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt092485
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0421495
IRS990ScheduleA/TotalSupportAmt0481829
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0449309
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0494026
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt025000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt019717
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt031
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0394625
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0121846
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0449309
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt059000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8131
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0169
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0372213
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt040000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0394625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt029000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011581
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt051
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0339471
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt054000

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$557,875
Liabilities
$0
Net assets
$557,875
Revenue
$73,723
Expenses
$18,533
Net income
$55,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.20$0.18$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.30$0.23$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.20$0.11$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.20$0.07$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.10$0.10$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.24$0.07$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.08$0.05$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.27$0.03$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.07$0.02$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.02$0.49$0.08$0.04$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.03$0.40$0.11$0.10$0.01
2013Summary only. Only limited summary data is available for this year.$0.38$0.01$0.37$0.11$0.12$0.00
2012Summary only. Only limited summary data is available for this year.$0.36$0.02$0.10$0.10$0.00
2011Summary only. Only limited summary data is available for this year.$0.31$0.00$0.13$0.12$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits