Civic Intelligence

Rotary Club of Carpinteria Morning Inc

990EZ • Fiscal year 2020 • EIN 77-0588187

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

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

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

74th percentile

20%

Higher net margin than 74% 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

80th percentile

23%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

86th percentile

20%

Faster revenue growth than 86% of similar nonprofits.

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

Assets

Up

$45,631

Up $8,609 (+23%) from 2019

Net Assets

Up

$45,631

Up $8,609 (+23%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$42,849

Up $7,219 (+20%) from 2019

Expenses

Down

$34,240

Down $11,291 (-25%) from 2019

Net Income

Up

$8,609

Up $18,510 (+187%) from 2019

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

2020

Assets$45,631
Liabilities$0
Net Assets$45,631

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

2020

Revenue$42,849
Expenses$34,240
Net Income$8,609
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 2, 2020
Return Version
2019v5.1
Gross Receipts
$56,451
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
COSTS TO OPERATE PROGRAM-$20,866
DIRECT CONTRIBUTIONS TO VARIOUS CHARITIES AND SCHOLARSHIPS-$11,679
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM FLY FISHERPresidentPT$0--
KAREN GLANCY VAN KIRKSecretaryPT$0--
LANGDON NEVENSTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Calendars$13,372$13,372$9,569$3,803
Avo Festival$1,743$1,743$1,972$-229
Total Events$18,440$18,440$13,602$4,838
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
8058957813
Signed
2020-11-02
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 11,679

Description of other expenses Part I line 16

Description amountmiscellaneous-apparel 1,822club administration 211chamber dues 275club software 456office expense, p o box 43meeting supplies 9,035board retreat 191rotary intl/dist dues 5,760seminars and training 1,322bank charges 58

Description of other assets Part II line 24

Category beginning of year end of yearprepd expenses & deferred chgs 28,600 28,822

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
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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/BOYAmt08422
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016809
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07342
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08609
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0360
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt045631
IRS990EZ/FundraisingGrossIncomeAmt018440
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011679
IRS990EZ/GrossReceiptsAmt056451
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030651
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037022
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045631
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037022
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045631
IRS990EZ/OccupancyRentUtltsAndMaintAmt02973
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM FLY FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN GLANCY VAN KIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LANGDON NEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt028600
IRS990EZ/OtherAssetsTotalDetail/EOYAmt028822
IRS990EZ/OtherExpensesTotalAmt019173
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt055
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COSTS TO OPERATE PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DIRECT CONTRIBUTIONS TO VARIOUS CHARITIES AND SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020866
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111679
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt013602
IRS990EZ/SpecialEventsNetIncomeLossAmt04838
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034240
IRS990EZ/TotalProgramServiceExpensesAmt032545
IRS990EZ/TotalRevenueAmt042849
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013602
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CALENDARS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AVO FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013372
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01743
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013372
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01743
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018440
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04838
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02061
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013602
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09569
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01972
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 11,679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTMISCELLANEOUS-APPAREL 1,822CLUB ADMINISTRATION 211CHAMBER DUES 275CLUB SOFTWARE 456OFFICE EXPENSE, P O BOX 43MEETING SUPPLIES 9,035BOARD RETREAT 191ROTARY INTL/DIST DUES 5,760SEMINARS AND TRAINING 1,322BANK CHARGES 58
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARPREPD EXPENSES & DEFERRED CHGS 28,600 28,822
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08058957813
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-02
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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
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.6.120.232
ReturnHeader/FilingSecurityInformation/IPDt02020-11-05
ReturnHeader/FilingSecurityInformation/IPTm018:48:39
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/PreparationDt02020-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA L TRELOAR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-04T12:31:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings