Civic Intelligence

Rotary Club of Groveland

990EZ • Fiscal year 2019 • EIN 77-0247672

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 01, 2020

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

53rd percentile

4.3%

Higher net margin than 53% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

64th percentile

7.2%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-13%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$22,569

Up $1,511 (+7.2%) from 2018

Net Assets

Up

$22,569

Up $1,511 (+7.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin53rd percentile

Revenue

Down

$35,247

Down $5,153 (-13%) from 2018

Expenses

Down

$33,736

Down $11,117 (-25%) from 2018

Net Income

Up

$1,511

Up $5,964 (+134%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2019

Assets$22,569
Liabilities$0
Net Assets$22,569
Open 2019 Filing

Operations Trend

Revenue Growth27th 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

2019

Revenue$35,247
Expenses$33,736
Net Income$1,511
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 1, 2020
Return Version
2018v3.1
Gross Receipts
$60,666
Mission and Program Overview

Mission

COMMUNITY CHARITIES

Program Services

DescriptionGrantsExpenses
COMMUNITY GIVING$14,261-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Shrimp Feed----
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
2020-03-01
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 amigos de guatemala relationship none amount 2,400activity alliance for smiles relationship none amount 500activity polio plus relationship none amount 100activity scholarships relationship none amount 5,362activity paul harris foundation relationship none amount 4,471activity kids programs relationship none amount 1,428”

Description of other expenses Part I line 16

“Description amountdistrict conferences 1,387pets conferences 755supplies 718socials 301district intl assoc dues 3,669training 410meeting expenses 11,109misc 991”

Raw XML Appendix105 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/BOYAmt021058
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022569
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01511
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021058
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022569
IRS990EZ/FundraisingGrossIncomeAmt036093
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014261
IRS990EZ/GrossReceiptsAmt060666
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024573
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021058
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022569
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021058
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022569
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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/OtherExpensesTotalAmt019340
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY CHARITIES
IRS990EZ/PrintingPublicationsPostageAmt0135
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY GIVING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014261
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025419
IRS990EZ/SpecialEventsNetIncomeLossAmt010674
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033736
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt035247
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0NON PROFIT
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SHRIMP FEED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY AMIGOS DE GUATEMALA RELATIONSHIP NONE AMOUNT 2,400ACTIVITY ALLIANCE FOR SMILES RELATIONSHIP NONE AMOUNT 500ACTIVITY POLIO PLUS RELATIONSHIP NONE AMOUNT 100ACTIVITY SCHOLARSHIPS RELATIONSHIP NONE AMOUNT 5,362ACTIVITY PAUL HARRIS FOUNDATION RELATIONSHIP NONE AMOUNT 4,471ACTIVITY KIDS PROGRAMS RELATIONSHIP NONE AMOUNT 1,428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDISTRICT CONFERENCES 1,387PETS CONFERENCES 755SUPPLIES 718SOCIALS 301DISTRICT INTL ASSOC DUES 3,669TRAINING 410MEETING EXPENSES 11,109MISC 991
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL BURKETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02099627707
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-01
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0200700433EE9F91FEA5AF0927B784A98402036D3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0200700433EE9F91FEA5AF0927B784A98402036D3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07700042020205buldq2u
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.0.64.213
ReturnHeader/FilingSecurityInformation/IPDt02020-07-23
ReturnHeader/FilingSecurityInformation/IPTm013:52:52
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/PreparationDt02020-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARRON TAX ASSOCIATES
ReturnHeader/ReturnTs02020-07-23T13:47:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,569
Liabilities
$0
Net assets
$22,569
Revenue
$35,247
Expenses
$33,736
Net income
$1,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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