Civic Intelligence

Rotary Club of Carpinteria Morning Inc

990EZ • Fiscal year 2014 • EIN 77-0588187

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

Organization ProfileN/A
P O Box 703Carpinteria, CA 93014

(805) 684-3665

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

84th percentile

25%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

94th percentile

71%

Faster asset growth than 94% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

86th percentile

33%

Faster revenue growth than 86% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$40,715

Up $16,929 (+71%) from 2013

Net Assets

Up

$40,715

Up $16,929 (+71%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin84th percentile

Revenue

Up

$68,604

Up $16,830 (+33%) from 2013

Expenses

Up

$51,675

Up $1,150 (+2.3%) from 2013

Net Income

Up

$16,929

Up $15,680 (+1255%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$80K$60K$40K$20K$0Assets 2012: $22,537Net Assets 2012: $22,5372012Assets 2013: $23,786Net Assets 2013: $23,7862013Assets 2014: $40,715Liabilities 2014: $0Net Assets 2014: $40,7152014Assets 2015: $32,045Liabilities 2015: $0Net Assets 2015: $32,0452015Assets 2016: $47,098Liabilities 2016: $02016Assets 2017: $43,822Liabilities 2017: $0Net Assets 2017: $43,8222017Assets 2018: $46,923Liabilities 2018: $0Net Assets 2018: $46,9232018Assets 2019: $37,022Liabilities 2019: $0Net Assets 2019: $37,0222019Assets 2020: $45,631Liabilities 2020: $0Net Assets 2020: $45,6312020Assets 2021: $56,120Liabilities 2021: $0Net Assets 2021: $56,1202021Assets 2022: $56,508Liabilities 2022: $0Net Assets 2022: $56,5082022Assets 2025: $69,750Net Assets 2025: $69,7502025

Highlighted filing

2014

Assets$40,715
Liabilities$0
Net Assets$40,715
Open 2014 Filing

Operations Trend

Revenue Growth86th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $40,032Expenses 2012: $47,105Net Income 2012: -$7,0732012Revenue 2013: $51,774Expenses 2013: $50,525Net Income 2013: $1,2492013Revenue 2014: $68,604Expenses 2014: $51,675Net Income 2014: $16,9292014Revenue 2015: $45,685Expenses 2015: $54,355Net Income 2015: -$8,6702015Revenue 2016: $69,559Expenses 2016: $54,506Net Income 2016: $15,0532016Revenue 2017: $42,223Expenses 2017: $45,499Net Income 2017: -$3,2762017Revenue 2018: $38,706Expenses 2018: $35,605Net Income 2018: $3,1012018Revenue 2019: $35,630Expenses 2019: $45,531Net Income 2019: -$9,9012019Revenue 2020: $42,849Expenses 2020: $34,240Net Income 2020: $8,6092020Revenue 2021: $55,478Expenses 2021: $45,039Net Income 2021: $10,4392021Revenue 2022: $44,539Expenses 2022: $44,028Net Income 2022: $5112022Revenue 2025: $62,851Expenses 2025: $68,609Net Income 2025: -$5,7582025

Highlighted filing

2014

Revenue$68,604
Expenses$51,675
Net Income$16,929
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$88,232
Mission and Program Overview

Mission

The specific purpose is to benefit charitable programs in the carpinteria valley and elsewhere, specifically including, but not limited to, public facilities and recreation, programs for youth, senior citizens, mentally and physically disadvantaged and other health and humanity needs.

Program Services

DescriptionGrantsExpenses
COSTS TO OPERATE PROGRAM$27,529-
DIRECT CONTRIBUTIONS TO VARIOUS CHARITIES AND SCHOLARSHIPS.-$18,257
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBBIE MURPHYPresidentPT$0--
STEPHANIE HARRINGTONSecretaryPT$0--
LANGDON NEVENSTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$23,494$23,494$10,184$13,310
Event 2$8,095$8,095$7,795$300
Total Events$31,589$31,589$17,979$13,610
Filing and Contact Details

Filer

EIN
77-0588187
Phone
8056843665

Signing Officer

Name
Langdon Nevens
Title
Treasurer
Signed
2014-11-13
Discuss with paid preparer
Yes

Preparer

Preparer
Donna L Treloar
Phone
8056845489
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $762”

Other Expenses.1007

“Conferences, Conventions, and Meetings $3942”

Other Expenses.1

“MEETING SUPPLIES $15490”

Other Expenses.2

“Rotary int'l/dist dues $5455”

Other Expenses.3

“Membership expenses $1272”

Other Expenses.4

“PRESIDENT'S FUND $685”

Other Expenses.5

“AWARDS $294”

Other Expenses.6

“MISCELLANEOUS $279”

Other Expenses.8

“ADMIN - TAXES $135”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $17561 Prepaid Expenses and Deferred Charges - Ending $16171”

Raw XML Appendix140 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/PersonNm0LANGDON NEVENS
IRS990EZ/BooksInCareOfDetail/PhoneNum08056843665
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10P O BOX 703
IRS990EZ/BooksInCareOfDetail/USAddress/City0CARPINTERIA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06225
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024544
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014426
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016929
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023786
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040715
IRS990EZ/FundraisingGrossIncomeAmt035196
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018257
IRS990EZ/GrossReceiptsAmt088232
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0341
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt038269
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023786
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040715
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023786
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040715
IRS990EZ/OccupancyRentUtltsAndMaintAmt04529
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBBIE MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE HARRINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LANGDON NEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt017561
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016171
IRS990EZ/OtherExpensesTotalAmt028314
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SPECIFIC PURPOSE IS TO BENEFIT CHARITABLE PROGRAMS IN THE CARPINTERIA VALLEY AND ELSEWHERE, SPECIFICALLY INCLUDING, BUT NOT LIMITED TO, PUBLIC FACILITIES AND RECREATION, PROGRAMS FOR YOUTH, SENIOR CITIZENS, MENTALLY AND PHYSICALLY DISADVANTAGED AND OTHER HEALTH AND HUMANITY NEEDS.
IRS990EZ/PrintingPublicationsPostageAmt0175
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DIRECT CONTRIBUTIONS TO VARIOUS CHARITIES AND SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COSTS TO OPERATE PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027529
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018257
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt019628
IRS990EZ/SpecialEventsNetIncomeLossAmt015568
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051675
IRS990EZ/TotalProgramServiceExpensesAmt027529
IRS990EZ/TotalRevenueAmt068604
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017979
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023494
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031589
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023494
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031589
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0CALENDAR SALES
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SPECIAL MEETINGS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013610
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017979
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010184
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $3942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEETING SUPPLIES $15490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROTARY INT'L/DIST DUES $5455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERSHIP EXPENSES $1272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRESIDENT'S FUND $685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AWARDS $294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS $279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ADMIN - TAXES $135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Prepaid Expenses and Deferred Charges - Beginning $17561 Prepaid Expenses and Deferred Charges - Ending $16171
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1011
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LANGDON NEVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF CARPINTERIA MORNING INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0770588187
ReturnHeader/Filer/PhoneNum08056843665
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 703
ReturnHeader/Filer/USAddress/City0CARPINTERIA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DONNA L TRELOAR CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1121
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CARPINTERIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0930141121
ReturnHeader/PreparerPersonGrp/PhoneNum08056845489
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donna L Treloar
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-13T14:41:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,715
Liabilities
$0
Net assets
$40,715
Revenue
$68,604
Expenses
$51,675
Net income
$16,929
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.8$69.8$62.9$68.6$5.76
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.5$0.00$56.5$44.5$44.0$0.51
2021Detailed filing. Detailed filing data is available for this year.$56.1$0.00$56.1$55.5$45.0$10.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.6$0.00$45.6$42.8$34.2$8.61
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.0$0.00$37.0$35.6$45.5$9.90
2018Detailed filing. Detailed filing data is available for this year.$46.9$0.00$46.9$38.7$35.6$3.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.8$0.00$43.8$42.2$45.5$3.28
2016Summary only. Only limited summary data is available for this year.$47.1$0.00$69.6$54.5$15.1
2015Detailed filing. Detailed filing data is available for this year.$32.0$0.00$32.0$45.7$54.4$8.67
2014Detailed filing. Detailed filing data is available for this year.$40.7$0.00$40.7$68.6$51.7$16.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$23.8$51.8$50.5$1.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$22.5$40.0$47.1$7.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits