Civic Intelligence

Rotary Club of Carpinteria Morning Inc

990EZ • Fiscal year 2015 • EIN 77-0588187

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 26, 2016

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

15th percentile

-21%

Faster asset growth than 15% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$32,045

Down $8,670 (-21%) from 2014

Net Assets

Down

$32,045

Down $8,670 (-21%) from 2014

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$45,685

Down $22,919 (-33%) from 2014

Expenses

Up

$54,355

Up $2,680 (+5.2%) from 2014

Net Income

Down

-$8,670

Down $25,599 (-151%) from 2014

Historical Trend

Balance Sheet Trend

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: $40,715Net 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

2015

Assets$32,045
Liabilities$0
Net Assets$32,045

Operations Trend

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

2015

Revenue$45,685
Expenses$54,355
Net Income-$8,670
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 26, 2016
Return Version
2014v6.0
Gross Receipts
$63,477
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
COSTS TO OPERATE PROGRAM-$27,594
DIRECT CONTRIBUTIONS TO VARIOUS CHARITIES AND SCHOLARSHIPS$15,499-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ART FISHERPresidentPT$0--
STEPHANIE HARRINGTONSecretaryPT$0--
LANGDON NEVENSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Calendars$17,378$17,378$8,923$8,455
Spec Meeting$9,247$9,247$6,203$3,044
Total Events$29,857$29,857$17,792$12,065
Filing and Contact Details

Filer

Filer Name
Rotary Club of Carpinteria Morning Inc
EIN
77-0588187
Address
P O BOX 703, CARPINTERIA, CA 93014

Signing Officer

Name
Langdon Nevens
Title
Treasurer
Phone
8056843665
Signed
2016-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Donna L Treloar CPA
Address
P O BOX 1121, Carpinteria, CA 93014
Preparer
Donna L Treloar
Phone
8056845489
Supplemental Narrative

Additional Explanations

General explanation attachment

990-ez - part iii, statement of program accomplishments - organizations primary exempt purposethe specific purpose is to benefit charitable programs in the carpinteria valley & elsewhere, specifically including, but not limited to, public facilities and recreation, programs for youth, senior citizens, mentally and physically disadvantaged and other health & humanity needs

List of grants and similar amounts paid Part I line 10

Activity various grants less than $5,000 amount 16,949grantee rotary international foundation amount 5,070

Description of other expenses Part I line 16

Description amounttaxes 25membership expenses 1,077credit card expense 264club software 452office expense 801awards 2,314meeting supplies 14,835rotary intl/dist dues 4,793conferences, training, meetings 3,034

Description of other assets Part II line 24

Category beginning of year end of yearprepd expenses & deferred chgs 16,171 17,029

Raw XML Appendix138 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/AddressLine1Txt0P O BOX 703
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARPINTERIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024544
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015016
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02967
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8670
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0360
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040715
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032045
IRS990EZ/FundraisingGrossIncomeAmt029918
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022019
IRS990EZ/GrossReceiptsAmt063477
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt040
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030552
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040715
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032045
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040715
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032045
IRS990EZ/OccupancyRentUtltsAndMaintAmt04154
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ART FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE HARRINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LANGDON NEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt016171
IRS990EZ/OtherAssetsTotalDetail/EOYAmt017029
IRS990EZ/OtherExpensesTotalAmt027595
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt0227
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COSTS TO OPERATE PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DIRECT CONTRIBUTIONS TO VARIOUS CHARITIES AND SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015499
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027594
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt017792
IRS990EZ/SpecialEventsNetIncomeLossAmt012126
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054355
IRS990EZ/TotalProgramServiceExpensesAmt027594
IRS990EZ/TotalRevenueAmt045685
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017792
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CALENDARS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPEC MEETING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09247
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03232
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029857
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09247
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03232
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029857
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012065
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02666
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017792
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08923
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06203
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990-EZ - PART III, STATEMENT OF PROGRAM ACCOMPLISHMENTS - ORGANIZATIONS PRIMARY EXEMPT PURPOSETHE SPECIFIC PURPOSE IS TO BENEFIT CHARITABLE PROGRAMS IN THE CARPINTERIA VALLEY & ELSEWHERE, SPECIFICALLY INCLUDING, BUT NOT LIMITED TO, PUBLIC FACILITIES AND RECREATION, PROGRAMS FOR YOUTH, SENIOR CITIZENS, MENTALLY AND PHYSICALLY DISADVANTAGED AND OTHER HEALTH & HUMANITY NEEDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY VARIOUS GRANTS LESS THAN $5,000 AMOUNT 16,949GRANTEE ROTARY INTERNATIONAL FOUNDATION AMOUNT 5,070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTTAXES 25MEMBERSHIP EXPENSES 1,077CREDIT CARD EXPENSE 264CLUB SOFTWARE 452OFFICE EXPENSE 801AWARDS 2,314MEETING SUPPLIES 14,835ROTARY INTL/DIST DUES 4,793CONFERENCES, TRAINING, MEETINGS 3,034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARPREPD EXPENSES & DEFERRED CHGS 16,171 17,029
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LANGDON NEVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08056843665
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF CARPINTERIA MORNING INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0770588187
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 703
ReturnHeader/Filer/USAddress/CityNm0CARPINTERIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093014
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770443774
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONNA L TRELOAR CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 1121
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carpinteria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093014
ReturnHeader/PreparerPersonGrp/PhoneNum08056845489
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA L TRELOAR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-01-26T10:52:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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$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