Civic Intelligence

Rotary Club of Groveland

990EZ • Fiscal year 2016 • EIN 77-0247672

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 10, 2016

Organization Profile
PO Box 1393Groveland, CA 95321-1393

(209) 962-6119

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

32nd percentile

-5.7%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2016

Revenue Growth

34th percentile

-7.9%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$25,122

Down $4,880 (-16%) from 2013

Net Assets

$25,122

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin22nd percentile

Revenue

Down

$32,487

Down $9,121 (-22%) from 2013

Expenses

Down

$35,992

Down $5,179 (-13%) from 2013

Net Income

Down

-$3,505

Down $3,942 (-902%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$40K$30K$20K$10K$0Assets 2012: $33,557Liabilities 2012: $02012Assets 2013: $30,002Liabilities 2013: $02013Assets 2016: $25,122Liabilities 2016: $0Net Assets 2016: $25,1222016Assets 2017: $25,511Liabilities 2017: $02017Assets 2018: $21,058Liabilities 2018: $0Net Assets 2018: $21,0582018Assets 2019: $22,569Liabilities 2019: $0Net Assets 2019: $22,5692019

Highlighted filing

2016

Assets$25,122
Liabilities$0
Net Assets$25,122
Open 2016 Filing

Operations Trend

Revenue Growth34th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $45,576Expenses 2012: $49,568Net Income 2012: -$3,9922012Revenue 2013: $41,608Expenses 2013: $41,171Net Income 2013: $4372013Revenue 2016: $32,487Expenses 2016: $35,992Net Income 2016: -$3,5052016Revenue 2017: $31,885Expenses 2017: $31,496Net Income 2017: $3892017Revenue 2018: $40,400Expenses 2018: $44,853Net Income 2018: -$4,4532018Revenue 2019: $35,247Expenses 2019: $33,736Net Income 2019: $1,5112019

Highlighted filing

2016

Revenue$32,487
Expenses$35,992
Net Income-$3,505
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 10, 2016
Return Version
2015v3.0
Gross Receipts
$64,625
Mission and Program Overview

Mission

COMMUNITY CHARITIES

Program Services

DescriptionGrantsExpenses
COMMUNITY GIVING$11,618-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL BURKETTTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Shrimp Feed$16,325$16,325-$16,325
Total Events$16,325$16,325$6,821$9,504
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
77-0247672
Address
PO BOX 1393, GROVELAND, CA 95321-1393

Signing Officer

Name
Paul Burkett
Title
Treasurer
Phone
2099627707
Signed
2016-09-10
Discuss with paid preparer
Yes

Preparer

Firm
Carron Tax Associates
Address
20093 RIDGECREST WAY, Groveland, CA 95321
Preparer
Carron Tax Associates
Phone
2099626119
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity various community services amount 29,325”

Description of other expenses Part I line 16

“Description amountdistrict conferences 2,960pets conferences 480storage 1,013licenses 74supplies 2,091”

Raw XML Appendix112 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/PersonNm0PAUL BURKETTE
IRS990EZ/BooksInCareOfDetail/PhoneNum02099626119
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1393
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GROVELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0953211393
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028627
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025122
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3505
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028627
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025122
IRS990EZ/FundraisingGrossIncomeAmt035062
IRS990EZ/GrantsAndSimilarAmountsPaidAmt029325
IRS990EZ/GrossReceiptsAmt064625
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021115
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028627
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025122
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028627
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025122
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL BURKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt06618
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY CHARITIES
IRS990EZ/PrintingPublicationsPostageAmt049
IRS990EZ/ProgramServiceRevenueAmt08448
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY GIVING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011618
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032138
IRS990EZ/SpecialEventsNetIncomeLossAmt02924
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035992
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt032487
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0NON PROFIT
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06821
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SHRIMP FEED
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06821
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06821
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016325
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09504
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY VARIOUS COMMUNITY SERVICES AMOUNT 29,325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDISTRICT CONFERENCES 2,960PETS CONFERENCES 480STORAGE 1,013LICENSES 74SUPPLIES 2,091
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL BURKETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02099627707
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0770247672
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1393
ReturnHeader/Filer/USAddress/CityNm0GROVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0953211393
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770094263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARRON TAX ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020093 RIDGECREST WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Groveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095321
ReturnHeader/PreparerPersonGrp/PhoneNum02099626119
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARRON TAX ASSOCIATES
ReturnHeader/ReturnTs02017-02-09T13:25:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$25,122
Liabilities
$0
Net assets
$25,122
Revenue
$32,487
Expenses
$35,992
Net income
-$3,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$0.00$22.6$35.2$33.7$1.51
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.00$21.1$40.4$44.9$4.45
2017Summary only. Only limited summary data is available for this year.$25.5$0.00$31.9$31.5$0.39
2016Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$32.5$36.0$3.51
2013Summary only. Only limited summary data is available for this year.$30.0$0.00$41.6$41.2$0.44
2012Summary only. Only limited summary data is available for this year.$33.6$0.00$45.6$49.6$3.99