Civic Intelligence

Rotary Zone 25-26 Foundation

990EZ • Fiscal year 2018 • EIN 81-2611582

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 26, 2018

Organization ProfileN/A
1180 Mill Circle DriveReno, NV 89511

(916) 929-3112

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

31st percentile

-8.1%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-85%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$240,784

Down $21,341 (-8.1%) from 2017

Net Assets

Down

$240,784

Down $21,341 (-8.1%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$81,194

Down $471,048 (-85%) from 2017

Expenses

Down

$102,535

Down $432,617 (-81%) from 2017

Net Income

Down

-$21,341

Down $38,431 (-225%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$600K$400K$200K$0Assets 2017: $262,125Liabilities 2017: $0Net Assets 2017: $262,1252017Assets 2018: $240,784Net Assets 2018: $240,7842018Assets 2019: $487,146Liabilities 2019: $0Net Assets 2019: $487,1462019Assets 2020: $565,648Liabilities 2020: $54Net Assets 2020: $565,5942020Assets 2021: $314,209Liabilities 2021: $0Net Assets 2021: $314,2092021Assets 2022: $317,454Liabilities 2022: $0Net Assets 2022: $317,4542022Assets 2023: $254,094Liabilities 2023: $0Net Assets 2023: $254,0942023Assets 2024: $485,084Liabilities 2024: $0Net Assets 2024: $485,0842024

Highlighted filing

2018

Assets$240,784
Liabilities-
Net Assets$240,784
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.0M$500K$0-$500KRevenue 2017: $552,242Expenses 2017: $535,152Net Income 2017: $17,0902017Revenue 2018: $81,194Expenses 2018: $102,535Net Income 2018: -$21,3412018Revenue 2019: $362,344Expenses 2019: $115,982Net Income 2019: $246,3622019Revenue 2020: $213,315Expenses 2020: $134,867Net Income 2020: $78,4482020Revenue 2021: $184,491Expenses 2021: $435,876Net Income 2021: -$251,3852021Revenue 2022: $657,543Expenses 2022: $654,298Net Income 2022: $3,2452022Revenue 2023: $519,533Expenses 2023: $582,893Net Income 2023: -$63,3602023Revenue 2024: $774,922Expenses 2024: $543,932Net Income 2024: $230,9902024

Highlighted filing

2018

Revenue$81,194
Expenses$102,535
Net Income-$21,341
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 26, 2018
Return Version
2017v2.2
Gross Receipts
$81,194
Mission and Program Overview

Mission

To provide training, education, and information to officers of rotary international in the 23 districts of the western united states.

Program Services

DescriptionGrantsExpenses
TO PROVIDE TRAINING, EDUCATION, AND INFORMATION TO OFFICERS OF ROTARY INTERNATIONAL IN THE 23 DISTRICTS OF THE WESTERN UNITED STATES ON THE RELATED SOCIAL SERVICE PROGRAMS AND THE HUMANITARIAN AND EDUCATIONAL PROGRAMS OF ROTARY INTERNATIONAL AND THE ROTARY FOUNDATION.$102,535-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MATTHEWSChairmanFT$0--
STEPHEN LEMMONSecretaryPT$0--
ROBERT DEERINGCFOPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Zone 25-26 Foundation
EIN
81-2611582
Address
1180 MILL CIRCLE DRIVE, RENO, NV 89511

Signing Officer

Name
Robert Deering
Title
CFO
Signed
2018-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Pomares & Company LLP
Address
791 University Avenue, Sacramento, CA 95825-6708
Preparer
Robert P Deering Jr
Phone
9169293112
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Dist gov elect training $25269”

Other Expenses.2

“Dist gov nominee training $21635”

Other Expenses.3

“International convention $20174”

Other Expenses.4

“General administrative $18078”

Other Expenses.5

“Executive operations $16927”

Other Expenses.6

“PARTNER TRAINING. $452”

Other Assets.1

“MISCELLANEOUS - Beginning $573 MISCELLANEOUS - Ending $573”

Raw XML Appendix132 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/PersonNm0ROBERT DEERING
IRS990EZ/BooksInCareOfDetail/PhoneNum09169293112
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0805 UNIVERSITY AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095825
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0261552
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0240211
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21341
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0262125
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0240784
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt081194
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt056
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0262125
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0240784
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0262125
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0240784
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN MATTHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHEN LEMMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT DEERING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0573
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0573
IRS990EZ/OtherExpensesTotalAmt0102535
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE TRAINING, EDUCATION, AND INFORMATION TO OFFICERS OF ROTARY INTERNATIONAL IN THE 23 DISTRICTS OF THE WESTERN UNITED STATES.
IRS990EZ/ProgramServiceRevenueAmt081138
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE TRAINING, EDUCATION, AND INFORMATION TO OFFICERS OF ROTARY INTERNATIONAL IN THE 23 DISTRICTS OF THE WESTERN UNITED STATES ON THE RELATED SOCIAL SERVICE PROGRAMS AND THE HUMANITARIAN AND EDUCATIONAL PROGRAMS OF ROTARY INTERNATIONAL AND THE ROTARY FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0102535
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102535
IRS990EZ/TotalProgramServiceExpensesAmt0102535
IRS990EZ/TotalRevenueAmt081194
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIST GOV ELECT TRAINING $25269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIST GOV NOMINEE TRAINING $21635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERNATIONAL CONVENTION $20174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GENERAL ADMINISTRATIVE $18078
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXECUTIVE OPERATIONS $16927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PARTNER TRAINING. $452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS - Beginning $573 MISCELLANEOUS - Ending $573
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT DEERING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY ZONE 25-26 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0812611582
ReturnHeader/Filer/USAddress/AddressLine1Txt01180 MILL CIRCLE DRIVE
ReturnHeader/Filer/USAddress/CityNm0RENO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089511
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941538492
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pomares & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0791 University Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958256708
ReturnHeader/PreparerPersonGrp/PhoneNum09169293112
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert P Deering Jr
ReturnHeader/ReturnTs02018-09-26T16:19:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$240,784
Liabilities
-
Net assets
$240,784
Revenue
$81,194
Expenses
$102,535
Net income
-$21,341
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$7.75$5.44$2.31
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$5.20$5.83$0.63
2022Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$6.58$6.54$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$1.84$4.36$2.51
2020Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$2.13$1.35$0.78
2019Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$3.62$1.16$2.46
2018Detailed filing. Detailed filing data is available for this year.$2.41$2.41$0.81$1.03$0.21
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$5.52$5.35$0.17