Civic Intelligence

Rotary Club of Goleta

EIN 77-0328503 • 501(c)4 • Goleta, CA

Profile

Community and international service.

PO Box 51Goleta, CA 93116

www.rotaryclubofgoleta.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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

41st percentile

-2.0%

Higher net margin than 41% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

45th percentile

-4.2%

Faster asset growth than 45% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

51st percentile

-0.3%

Faster revenue growth than 51% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$42,876

Down $1,903 (-4.2%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$42,876

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Down

$92,834

Down $305 (-0.3%) from 2024

Expenses

Up

$94,737

Up $2,233 (+2.4%) from 2024

Net Income

Down

-$1,903

Down $2,538 (-400%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$60K$40K$20K$0Assets 2011: $6,860Liabilities 2011: $02011Assets 2012: $7,398Liabilities 2012: $02012Assets 2013: $8,512Liabilities 2013: $02013Assets 2014: $8,530Net Assets 2014: $8,5302014Assets 2015: $9,504Net Assets 2015: $9,5042015Assets 2016: $7,831Net Assets 2016: $7,8312016Assets 2017: $12,004Net Assets 2017: $12,0042017Assets 2018: $8,917Net Assets 2018: $8,9172018Assets 2019: $11,686Liabilities 2019: $2,725Net Assets 2019: $8,9612019Assets 2020: $17,127Net Assets 2020: $17,1272020Assets 2021: $19,361Net Assets 2021: $19,3612021Assets 2022: $17,580Net Assets 2022: $17,5802022Assets 2023: $44,144Liabilities 2023: $02023Assets 2024: $44,779Liabilities 2024: $02024Assets 2025: $42,876Net Assets 2025: $42,8762025

Highlighted filing

2025

Assets$42,876
Liabilities-
Net Assets$42,876
Open 2025 Filing

Operations Trend

Revenue Growth51st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $37,772Expenses 2011: $40,797Net Income 2011: -$3,0252011Revenue 2012: $54,407Expenses 2012: $53,869Net Income 2012: $5382012Revenue 2013: $50,339Expenses 2013: $49,225Net Income 2013: $1,1142013Revenue 2014: $57,774Expenses 2014: $57,756Net Income 2014: $182014Revenue 2015: $110,039Expenses 2015: $109,065Net Income 2015: $9742015Revenue 2016: $64,220Expenses 2016: $65,893Net Income 2016: -$1,6732016Revenue 2017: $63,738Expenses 2017: $59,565Net Income 2017: $4,1732017Revenue 2018: $66,025Expenses 2018: $69,112Net Income 2018: -$3,0872018Revenue 2019: $77,544Expenses 2019: $77,500Net Income 2019: $442019Revenue 2020: $72,421Expenses 2020: $64,255Net Income 2020: $8,1662020Revenue 2021: $44,098Expenses 2021: $41,864Net Income 2021: $2,2342021Revenue 2022: $72,761Expenses 2022: $74,542Net Income 2022: -$1,7812022Revenue 2023: $81,430Expenses 2023: $54,866Net Income 2023: $26,5642023Revenue 2024: $93,139Expenses 2024: $92,504Net Income 2024: $6352024Revenue 2025: $92,834Expenses 2025: $94,737Net Income 2025: -$1,9032025

Highlighted filing

2025

Revenue$92,834
Expenses$94,737
Net Income-$1,903
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,876
Liabilities
-
Net assets
$42,876
Revenue
$92,834
Expenses
$94,737
Net income
-$1,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.93$0.95$0.02
2024Summary only. Only limited summary data is available for this year.$0.45$0.00$0.93$0.93$0.01
2023Summary only. Only limited summary data is available for this year.$0.44$0.00$0.81$0.55$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.18$0.73$0.75$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.19$0.44$0.42$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.17$0.72$0.64$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.03$0.09$0.78$0.78$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.09$0.66$0.69$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.12$0.64$0.60$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.64$0.66$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.10$1.10$1.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.58$0.58$0.00
2013Summary only. Only limited summary data is available for this year.$0.09$0.00$0.50$0.49$0.01
2012Summary only. Only limited summary data is available for this year.$0.07$0.00$0.54$0.54$0.01
2011Summary only. Only limited summary data is available for this year.$0.07$0.00$0.38$0.41$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$122,787
Mission and Program Overview

Mission

Community and international service.

Community and internantional service

Program Services

DescriptionGrantsExpenses
TO IMPROVE AND PROMOTE COMMUNITY SERVICE AND INTERNANTIONAL SERVICE AND PROMOTE BETTER RELATIONS BETWEEN PEOPLE$64,186$30,571
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACY ALVAREZCo President-$0--
PATTY EVANSPast President-$0--
MJ VIGNONESecretary-$0--
MIKE PARSONSTreasurer-$0--
TAMMY DOBROTINCo President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$38,527$38,527$3,302$35,225
Lemon Festival$20,898$20,898-$20,898
Total Events$73,945$73,945$29,953$43,992
Filing and Contact Details

Filer

Filer Name
Rotary Club of Goleta
EIN
77-0328503
Phone
8059699662
Address
PO BOX 51, GOLETA, CA 93116

Signing Officer

Name
Mike Parsons
Title
Treasurer
Signed
2025-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Nicholson & Schwartz
Address
111 E De La Guerra St, Santa Barbara, CA 93101
Preparer
Tony Vallejo
Phone
8059699662
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: SCHOLARSHIP | Donee's Name: SANTA BARBARA SCHOLARSHIP FOUNDATION | Donee's Address: 2253 LAS POSITAS RD SANTA BARBARA CA 93105 | Relationship of Donee: None | Cash Amount Given: $7000”

Grants and Similar Amounts Paid In Excess of $5,000.2

“Class of Activity: VARIOUS | Donee's Name: ROTARY FOUNDATION | Donee's Address: 1560 SHERMAN AVE EVANSTON IL 60201 | Cash Amount Given: $10950”

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: VARIOUS | Donee's Address: PO BOX 51 GOLETA CA 93117 | Cash Amount Given: $46216”

Other Expenses.1

“Meals $11023”

Other Expenses.2

“Dues & subscriptions $7675”

Other Expenses.3

“Site Fees $5250”

Other Expenses.4

“Supplies $2349”

Other Expenses.5

“SEMINAR FEES $1259”

Other Expenses.6

“STORAGE $1200”

Other Expenses.7

“MERCHANT FEES $1037”

Other Expenses.8

“Website Costs $718”

Other Expenses.9

“Taxes & Fees $50”

Other Expenses.10

“BANK CHARGES $10”

Raw XML Appendix158 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/PersonNm0MIKE PARSONS
IRS990EZ/BooksInCareOfDetail/PhoneNum08052521799
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 51
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GOLETA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093117
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044779
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042876
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015624
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1903
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044779
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042876
IRS990EZ/FundraisingGrossIncomeAmt073945
IRS990EZ/GrantsAndSimilarAmountsPaidAmt064166
IRS990EZ/GrossReceiptsAmt0122787
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt033215
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044779
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042876
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044779
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042876
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STACY ALVAREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATTY EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MJ VIGNONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE PARSONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TAMMY DOBROTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030571
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND INTERNANTIONAL SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO IMPROVE AND PROMOTE COMMUNITY SERVICE AND INTERNANTIONAL SERVICE AND PROMOTE BETTER RELATIONS BETWEEN PEOPLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt064186
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030571
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt029953
IRS990EZ/SpecialEventsNetIncomeLossAmt043992
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt094737
IRS990EZ/TotalProgramServiceExpensesAmt030571
IRS990EZ/TotalRevenueAmt092834
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARYCLUBOFGOLETA.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029953
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LEMON FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt02846
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02846
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020898
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt073945
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020898
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt073945
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043992
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07236
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010538
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03302
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt014069
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt016569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: SCHOLARSHIP | Donee's Name: SANTA BARBARA SCHOLARSHIP FOUNDATION | Donee's Address: 2253 LAS POSITAS RD SANTA BARBARA CA 93105 | Relationship of Donee: None | Cash Amount Given: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: VARIOUS | Donee's Name: ROTARY FOUNDATION | Donee's Address: 1560 SHERMAN AVE EVANSTON IL 60201 | Cash Amount Given: $10950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: VARIOUS | Donee's Address: PO BOX 51 GOLETA CA 93117 | Cash Amount Given: $46216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meals $11023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES & SUBSCRIPTIONS $7675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Site Fees $5250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $2349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SEMINAR FEES $1259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STORAGE $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MERCHANT FEES $1037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Website Costs $718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Taxes & Fees $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BANK CHARGES $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE PARSONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF GOLETA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0770328503
ReturnHeader/Filer/PhoneNum08059699662
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 51
ReturnHeader/Filer/USAddress/CityNm0GOLETA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093116
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760723336
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nicholson & Schwartz
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 E De La Guerra St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Barbara
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059699662
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TONY VALLEJO
ReturnHeader/ReturnTs02025-10-28T15:30:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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