Civic Intelligence

Rotary Club of Groveland

990EZ • Fiscal year 2020 • EIN 77-0247672

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 02, 2021

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

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

96th percentile

139%

Faster asset growth than 96% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

30%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$53,991

Up $31,422 (+139%) from 2019

Net Assets

Up

$53,991

Up $31,422 (+139%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin87th percentile

Revenue

Up

$45,911

Up $10,664 (+30%) from 2019

Expenses

Down

$28,522

Down $5,214 (-15%) from 2019

Net Income

Up

$17,389

Up $15,878 (+1051%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$60K$40K$20K$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: $22,5692019Assets 2020: $53,991Liabilities 2020: $0Net Assets 2020: $53,9912020

Highlighted filing

2020

Assets$53,991
Liabilities$0
Net Assets$53,991
Open 2020 Filing

Operations Trend

Revenue Growth89th 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: $1,5112019Revenue 2020: $45,911Expenses 2020: $28,522Net Income 2020: $17,3892020

Highlighted filing

2020

Revenue$45,911
Expenses$28,522
Net Income$17,389
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 2, 2021
Return Version
2019v5.1
Gross Receipts
$55,593
Mission and Program Overview

Mission

COMMUNITY CHARITIES

Program Services

DescriptionGrantsExpenses
COMMUNITY CHARITIES. GRANTS AND EXPENSES WERE DIRECTLY EFFECTED BY COVID 19.$8,636$19,886
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$20,222$20,222-$20,222
Rwb Ball$5,975$5,975-$5,975
Total Events$26,197$26,197-$26,197
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
2021-03-02
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 5,650activity alliance for smiles relationship none amount 500activity scholarships relationship none amount 2,000activity third grade dictionaries relationship none amount 386activity youth camps amount 100”

Description of other expenses Part I line 16

“Description amountpostage 147pets conferences 750supplies 1,202socials 673district intl assoc dues 4,615training 412meeting expense 11,157misc 930”

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/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/BOYAmt036602
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053991
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017389
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036602
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053991
IRS990EZ/FundraisingGrossIncomeAmt030906
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08636
IRS990EZ/GrossReceiptsAmt055593
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt023687
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036602
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053991
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036602
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053991
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/OtherExpensesTotalAmt019886
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY CHARITIES. GRANTS AND EXPENSES WERE DIRECTLY EFFECTED BY COVID 19.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08636
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019886
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09682
IRS990EZ/SpecialEventsNetIncomeLossAmt021224
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028522
IRS990EZ/TotalProgramServiceExpensesAmt019886
IRS990EZ/TotalRevenueAmt045911
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0NON PROFIT
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SHRIMP FEED
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RWB BALL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020222
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05975
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026197
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020222
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05975
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026197
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY AMIGOS DE GUATEMALA RELATIONSHIP NONE AMOUNT 5,650ACTIVITY ALLIANCE FOR SMILES RELATIONSHIP NONE AMOUNT 500ACTIVITY SCHOLARSHIPS RELATIONSHIP NONE AMOUNT 2,000ACTIVITY THIRD GRADE DICTIONARIES RELATIONSHIP NONE AMOUNT 386ACTIVITY YOUTH CAMPS AMOUNT 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPOSTAGE 147PETS CONFERENCES 750SUPPLIES 1,202SOCIALS 673DISTRICT INTL ASSOC DUES 4,615TRAINING 412MEETING EXPENSE 11,157MISC 930
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL BURKETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02099627707
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-02
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/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/PreparationDt02021-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARRON TAX ASSOCIATES
ReturnHeader/ReturnTs02021-03-03T18:03:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,991
Liabilities
$0
Net assets
$53,991
Revenue
$45,911
Expenses
$28,522
Net income
$17,389
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$54.0$0.00$54.0$45.9$28.5$17.4
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
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