Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Rotary Club of Carpinteria Morning Inc
990EZ • Fiscal year 2023 • EIN 77-0588187
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
77th percentile
Higher net margin than 77% of similar nonprofits.
Top Officer Pay
87th percentile
Higher top officer pay than 87% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
75th percentile
Faster asset growth than 75% of similar nonprofits.
Revenue Growth
86th percentile
Faster revenue growth than 86% of similar nonprofits.
Balance Sheet
Assets
Up$65,084
Up $8,576 (+15%) from 2022
Net Assets
Up$65,084
Up $8,576 (+15%) from 2022
Liabilities
Flat$0
Flat from 2022
Revenue And Expenses
Revenue
Up$66,452
Up $21,913 (+49%) from 2022
Expenses
Up$52,489
Up $8,461 (+19%) from 2022
Net Income
Up$13,963
Up $13,452 (+2632%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Oct 5, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $97,512
Mission and Program Overview
Mission
SEE SCHEDULE O
Program Services
| Description | Grants | Expenses |
|---|---|---|
| DIRECT CONTRIBUTIONS TO VARIOUS CHARITIES AND SCHOLARSHIPS | - | $31,481 |
| COSTS TO OPERATE PROGRAM | - | $20,070 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| REBECCA GRIFFIN | President | PT | $0 | - | - |
| CARRIE SMITH | Secretary | PT | $0 | - | - |
| KIM FLY | Treasurer | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Calendars | $20,731 | $20,731 | $13,407 | $7,324 |
| Bicycle | $11,022 | $11,022 | $1,291 | $9,731 |
| Total Events | $48,920 | $48,920 | $31,059 | $17,861 |
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
- Kim Fly
- Title
- Treasurer
- Phone
- 8054500689
- Signed
- 2023-10-05
- Discuss with paid preparer
- No
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 31,483”
Description of other expenses Part I line 16
“Description amounttaxes 80club software 2,174club administration 65advertising and promotion 1,653bank charges/credit card fees 51membership expenses 78board retreat, training 3,849awards, pins, badges, etc 940rotary intl & district dues 8,674”
Other changes in net assets or fund balances Part I line 20
“Description amountbeginning year equity adjustment (5,387)”
Description of other assets Part II line 24
“Category beginning of year end of yearprepd expenses & deferred chgs 28,822 41,166”
Raw XML Appendix148 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 | KIM FLY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8056893090 |
| 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 | 27686 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 23918 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 25358 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 13963 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 700 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 56508 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 65084 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 48920 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 31483 |
| IRS990EZ/GrossReceiptsAmt | 0 | 97512 |
| 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 | 23200 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 56508 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 65084 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 56508 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 65084 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 2507 |
| 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 | REBECCA GRIFFIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CARRIE SMITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KIM FLY |
| 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 | 28822 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 41166 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -5387 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 17564 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SEE SCHEDULE O |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 235 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | COSTS TO OPERATE PROGRAM |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | DIRECT CONTRIBUTIONS TO VARIOUS CHARITIES AND SCHOLARSHIPS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 20070 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 31481 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 31060 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 17860 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 52489 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 51551 |
| IRS990EZ/TotalRevenueAmt | 0 | 66452 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleG/AgrmtProfFundraisingActyInd | 0 | false |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 31059 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | CALENDARS |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | BICYCLE |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 20731 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 11022 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 17167 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 48920 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 20731 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 11022 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 17167 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 48920 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 17861 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 16361 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 31059 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 13407 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 1291 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 3 |
| IRS990ScheduleG/LicensedStatesCd | 0 | CA |
| 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 31,483 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION AMOUNTTAXES 80CLUB SOFTWARE 2,174CLUB ADMINISTRATION 65ADVERTISING AND PROMOTION 1,653BANK CHARGES/CREDIT CARD FEES 51MEMBERSHIP EXPENSES 78BOARD RETREAT, TRAINING 3,849AWARDS, PINS, BADGES, ETC 940ROTARY INTL & DISTRICT DUES 8,674 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION AMOUNTBEGINNING YEAR EQUITY ADJUSTMENT (5,387) |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CATEGORY BEGINNING OF YEAR END OF YEARPREPD EXPENSES & DEFERRED CHGS 28,822 41,166 |
| 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 | Other changes in net assets or fund balances Part I line 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Description of other assets Part II line 24 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 00 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KIM FLY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8054500689 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-10-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY CLUB OF CARPINTERIA 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/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 | 2023-10-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DONNA L TRELOAR |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2023-10-09T14:49:41-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | KIM |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | FLY |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $65,084
- Liabilities
- $0
- Net assets
- $65,084
- Revenue
- $66,452
- Expenses
- $52,489
- Net income
- $13,963