Civic Intelligence

Rotary Club of Monterey

EIN 94-0808242 • 501(c)4 • Monterey, CA

Profile

Encourage and foster professional standards of services.

PO Box 669Monterey, CA 93942

montereyrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

82nd percentile

21%

Faster asset growth than 82% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

35th percentile

-13%

Faster revenue growth than 35% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$178,447

Up $31,150 (+21%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$178,447

Up $31,150 (+21%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin77th percentile

Revenue

Down

$159,381

Down $23,405 (-13%) from 2024

Expenses

Down

$128,231

Down $23,367 (-15%) from 2024

Net Income

Down

$31,150

Down $38 (-0.1%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$100K$0-$100KAssets 2011: $32,691Liabilities 2011: $0Net Assets 2011: $32,6912011Assets 2012: $27,774Liabilities 2012: $0Net Assets 2012: $27,7742012Assets 2013: $37,158Liabilities 2013: $0Net Assets 2013: $37,1582013Assets 2014: $49,193Liabilities 2014: $0Net Assets 2014: $49,1932014Assets 2015: $66,621Liabilities 2015: $0Net Assets 2015: $66,6212015Assets 2016: $80,530Liabilities 2016: $36Net Assets 2016: $80,4942016Assets 2017: $87,338Liabilities 2017: $0Net Assets 2017: $87,3382017Assets 2018: $71,417Liabilities 2018: -$23,474Net Assets 2018: $94,8912018Assets 2019: $103,058Liabilities 2019: $0Net Assets 2019: $103,0582019Assets 2020: $112,545Liabilities 2020: $0Net Assets 2020: $112,5452020Assets 2021: $129,997Liabilities 2021: $1,243Net Assets 2021: $128,7542021Assets 2022: $101,837Liabilities 2022: $0Net Assets 2022: $101,8372022Assets 2023: $116,376Liabilities 2023: $267Net Assets 2023: $116,1092023Assets 2024: $147,297Liabilities 2024: $0Net Assets 2024: $147,2972024Assets 2025: $178,447Liabilities 2025: $0Net Assets 2025: $178,4472025

Highlighted filing

2025

Assets$178,447
Liabilities$0
Net Assets$178,447
Open 2025 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $37,782Expenses 2011: $43,172Net Income 2011: -$5,3902011Revenue 2012: $34,275Expenses 2012: $39,194Net Income 2012: -$4,9192012Expenses 2013: $50,9372013Revenue 2014: $62,541Expenses 2014: $50,507Net Income 2014: $12,0342014Revenue 2015: $75,569Expenses 2015: $58,141Net Income 2015: $17,4282015Revenue 2016: $78,955Expenses 2016: $65,082Net Income 2016: $13,8732016Revenue 2017: $71,743Expenses 2017: $63,990Net Income 2017: $7,7532017Revenue 2018: $115,630Expenses 2018: $108,077Net Income 2018: $7,5532018Revenue 2019: $137,575Expenses 2019: $130,615Net Income 2019: $6,9602019Revenue 2020: $118,604Expenses 2020: $109,000Net Income 2020: $9,6042020Revenue 2021: $49,189Expenses 2021: $36,020Net Income 2021: $13,1692021Revenue 2022: $83,167Expenses 2022: $110,084Net Income 2022: -$26,9172022Revenue 2023: $121,144Expenses 2023: $106,872Net Income 2023: $14,2722023Revenue 2024: $182,786Expenses 2024: $151,598Net Income 2024: $31,1882024Revenue 2025: $159,381Expenses 2025: $128,231Net Income 2025: $31,1502025

Highlighted filing

2025

Revenue$159,381
Expenses$128,231
Net Income$31,150
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$178,447
Liabilities
$0
Net assets
$178,447
Revenue
$159,381
Expenses
$128,231
Net income
$31,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.59$1.28$0.31
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$1.83$1.52$0.31
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.21$1.07$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.83$1.10$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.01$1.29$0.49$0.36$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$1.19$1.09$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.38$1.31$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.23$0.95$1.16$1.08$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.72$0.64$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.80$0.79$0.65$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.76$0.58$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.63$0.51$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.51
2012Summary only. Only limited summary data is available for this year.$0.28$0.00$0.28$0.34$0.39$0.05
2011Summary only. Only limited summary data is available for this year.$0.33$0.00$0.33$0.38$0.43$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 3, 2026
Return Version
2024v5.2
Gross Receipts
$159,381
Mission and Program Overview

Mission

Encourage and foster professional standards of services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$147,297$178,447▲ $31,150
Rtn Earn Endowment Incm Other Fnds$147,297$178,447▲ $31,150
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$147,297$178,447▲ $31,150
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$147,297$178,447▲ $31,150
Total Liabilities and Net Assets / Fund Balance$147,297$178,447▲ $31,150
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Erik JohnsenPresident
Jonathan GeislerPresident
Barbara OstosDirector
David BettsDirector
Greg OgdenDirector
Mitchell FriedmanDirector
Ralph Keill JrDirector
Shyam KamathDirector
Renata BarnwellCOO
John SchererSecretary
Ron CoulterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$159,381
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$3,500
Change in Net Assets
$31,150
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,409
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$81,822--$81,822
Fees for Services Accounting$6,006$452-$6,458
Information Technology$4,313$325-$4,638
Other Expenses$3,682$277-$3,959
All Other Expenses$2,611$197-$2,808
Office Expenses$1,996$150-$2,146
Total Functional Expenses$124,981$3,250$0$128,231
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“Committees are formed at the direction of the President for specific purposes as needed. Standing Committees are the finance committee and the executive committee.”

Form 990, Part VI, Section B, Line 11B

“Completed returns and supporting documents are submitted to governing board for review and approval prior to returns being filed.”

Form 990, Part VI, Section B, Line 12C

“All governing members are required to review for potential conflicts prior to board action. Members are noticed in advance of meetings of action items to be placed on agenda. Members sign an annual commitment to abide by the organization's conflict of interest policy.”

Form 990, Part VI, Section B, Line 15A

“Governing members annually review management compensation in consultation with comparable organizations, review of written comparable data, and in consultation with Human Resources consultants.”

Form 990, Part VI, Section B, Line 15B

“Governing members annually review key officers and employees' compensation in consultation with comparable organizations, review of written comparable data, and in consultation with Human Resources consultants.”

Form 990, Part VI, Section C, Line 18

“Copies of returns are available upon written request.”

Form 990, Part VI, Section C, Line 19

“Disclosure may be granted upon receipt of written request, subject to review and approval of the governing members and in accordance with all applicable statutes.”

Filing and Contact Details

Filer

Filer Name
Rotary Club of Monterey
EIN
94-0808242
Phone
8315949640
Address
PO Box 669, Monterey, CA 93942

Signing Officer

Name
Ron Coulter
Title
Treasurer
Phone
8315949640
Signed
2026-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ron Coulter
Formed
1924
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
114

Preparer

Firm
The Mattox Group
Address
659 Abrego St Ste 1A, Monterey, CA 93940
Preparer
Jason Alan Fagan
Phone
8317471381
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Organization established an Audit Committee to review financial statements and the selection of the organization's independent accountant and tax professionals.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization has analyzed tax positions taken for filings with the Internal Revenue Service and all state jurisdictions where it operates. The Organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the Organization's financial position, results of activities, or cash flows. Accordingly, the Organization has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at June 30, 2024 and 2025.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MembershipDuesAmt0155881
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IRS990/MethodOfAccountingCashInd0X
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IRS990/MissionDesc0Encourage and foster professional standards of services.
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0150
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IRS990/OfficeExpensesGrp/TotalAmt02146
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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IRS990/OtherExpensesGrp/Desc0International Dues
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2District Dues
IRS990/OtherExpensesGrp/Desc3Bank & Merchant Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0796
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1553
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3277
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IRS990/PrincipalOfficerNm0Ron Coulter
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IRS990/PYOtherExpensesAmt050754
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IRS990/PYTotalExpensesAmt0151598
IRS990/PYTotalRevenueAmt0182786
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization has analyzed tax positions taken for filings with the Internal Revenue Service and all state jurisdictions where it operates. The Organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the Organization's financial position, results of activities, or cash flows. Accordingly, the Organization has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at June 30, 2024 and 2025.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
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IRS990ScheduleJ/EquityBasedCompArrngmInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Committees are formed at the direction of the President for specific purposes as needed. Standing Committees are the finance committee and the executive committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Completed returns and supporting documents are submitted to governing board for review and approval prior to returns being filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All governing members are required to review for potential conflicts prior to board action. Members are noticed in advance of meetings of action items to be placed on agenda. Members sign an annual commitment to abide by the organization's conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing members annually review management compensation in consultation with comparable organizations, review of written comparable data, and in consultation with Human Resources consultants.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Governing members annually review key officers and employees' compensation in consultation with comparable organizations, review of written comparable data, and in consultation with Human Resources consultants.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Copies of returns are available upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Disclosure may be granted upon receipt of written request, subject to review and approval of the governing members and in accordance with all applicable statutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Organization established an Audit Committee to review financial statements and the selection of the organization's independent accountant and tax professionals.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part XII, Line 2c
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IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0159381
IRS990/TotalVolunteersCnt0114
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 669
IRS990/USAddress/CityNm0Monterey
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093942
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0montereyrotary.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ron Coulter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08315949640
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Monterey
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0940808242
ReturnHeader/Filer/PhoneNum08315949640
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 669
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093942
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364850502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Mattox Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0659 Abrego St Ste 1A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08317471381

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