Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Rotary Club of Carpinteria Morning Inc
990EZ • Fiscal year 2017 • EIN 77-0588187
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
26th percentile
Higher net margin than 26% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
30th percentile
Faster asset growth than 30% of similar nonprofits.
Revenue Growth
10th percentile
Faster revenue growth than 10% of similar nonprofits.
Balance Sheet
Assets
Down$43,822
Down $3,276 (-7.0%) from 2016
Net Assets
$43,822
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2016
Revenue And Expenses
Revenue
Down$42,223
Down $27,336 (-39%) from 2016
Expenses
Down$45,499
Down $9,007 (-17%) from 2016
Net Income
Down-$3,276
Down $18,329 (-122%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- Nov 15, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $58,718
Mission and Program Overview
Mission
SEE SCHEDULE O
Program Services
| Description | Grants | Expenses |
|---|---|---|
| COSTS TO OPERATE PROGRAM | - | $23,712 |
| DIRECT CONTRIBUTIONS TO VARIOUS CHARITIES AND SCHOLARSHIPS | $18,031 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JANICE SUGIYAMA | President | PT | $0 | - | - |
| JERRY ESTRADA | Secretary | PT | $0 | - | - |
| LANGDON NEVENS | Treasurer | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Calendars | $23,411 | $23,411 | $10,787 | $12,624 |
| Avo Festival | $576 | $576 | $1,210 | $-634 |
| Total Events | $28,315 | $28,315 | $16,495 | $11,820 |
Filing and Contact Details
Filer
- Filer Name
- Rotary Club of Carpineria Morning Inc
- EIN
- 77-0588187
- Address
- P O BOX 703, CARPINTERIA, CA 93014
Signing Officer
- Name
- Langdon Nevens
- Title
- Treasurer
- Phone
- 8056843665
- Signed
- 2017-11-15
- 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 18,031grantee rotary international foundation”
Description of other expenses Part I line 16
“Description amountmiscellaneous-apparel 1,207taxes 60credit card expense 30club software 347office expense 667awards, club administration 46meeting supplies 12,915rotary intl/dist dues 3,355conferences, training, meetings 4,785advertising & promotion 300”
Description of other assets Part II line 24
“Category beginning of year end of yearprepd expenses & deferred chgs 30,629 27,571”
Raw XML Appendix146 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | LANGDON NEVENS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8056843665 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | P O BOX 703 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CARPINTERIA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93014 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 16469 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 16251 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 4365 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3276 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 300 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 47098 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 43822 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 28315 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 18031 |
| IRS990EZ/GrossReceiptsAmt | 0 | 58718 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 34 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 26004 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 47098 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 43822 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 47098 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 43822 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 3353 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JANICE SUGIYAMA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JERRY ESTRADA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LANGDON NEVENS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 30629 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 27571 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 23712 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SEE SCHEDULE O |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 103 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | COSTS TO OPERATE PROGRAM |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | DIRECT CONTRIBUTIONS TO VARIOUS CHARITIES AND SCHOLARSHIPS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 18031 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 23712 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 16495 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 11820 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 45499 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 23712 |
| IRS990EZ/TotalRevenueAmt | 0 | 42223 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleG/AgrmtProfFundraisingActyInd | 0 | false |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 16495 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | CALENDARS |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | AVO FESTIVAL |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 23411 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 576 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 4328 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 28315 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 23411 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 576 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 4328 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 28315 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 11820 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 4498 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 16495 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 10787 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 1210 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleG/SpecialFundraisingEventsInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY VARIOUS GRANTS LESS THAN $5,000 AMOUNT 18,031GRANTEE ROTARY INTERNATIONAL FOUNDATION |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION AMOUNTMISCELLANEOUS-APPAREL 1,207TAXES 60CREDIT CARD EXPENSE 30CLUB SOFTWARE 347OFFICE EXPENSE 667AWARDS, CLUB ADMINISTRATION 46MEETING SUPPLIES 12,915ROTARY INTL/DIST DUES 3,355CONFERENCES, TRAINING, MEETINGS 4,785ADVERTISING & PROMOTION 300 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CATEGORY BEGINNING OF YEAR END OF YEARPREPD EXPENSES & DEFERRED CHGS 30,629 27,571 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | General explanation attachment |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Description of other assets Part II line 24 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LANGDON NEVENS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8056843665 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY CLUB OF CARPINERIA MORNING INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 770588187 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O BOX 703 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CARPINTERIA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93014 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | A3EA4863A6EC9A8B709D0318AE61C5A0B4A9AF72 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | A3EA4863A6EC9A8B709D0318AE61C5A0B4A9AF72 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 9620402017307zdiokrc |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2017-11-03 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 184.187.182.177 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-11-03 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 00:15:18 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 770443774 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DONNA L TRELOAR CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | P O Box 1121 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Carpinteria |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93014 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8056845489 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-11-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DONNA L TRELOAR |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2017-11-03T00:56:17-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $43,822
- Liabilities
- $0
- Net assets
- $43,822
- Revenue
- $42,223
- Expenses
- $45,499
- Net income
- -$3,276