Civic Intelligence

Rotary Club of Stockton

990 • Fiscal year 2020 • EIN 94-0818520

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

Organization Profilewww.stocktonrotary.org
PO Box 7457Stockton, CA 95267

(209) 642-3021

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.59x

Higher debt load relative to assets than 92% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

0.84x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

20th percentile

-28%

Higher net margin than 20% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

90th percentile

$5,400

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

32nd percentile

-6.9%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

23rd percentile

-46%

Faster revenue growth than 23% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$94,068

Down $6,996 (-6.9%) from 2019

Net Assets

Down

$38,229

Down $18,230 (-32%) from 2019

Liabilities

Up

$55,839

Up $11,234 (+25%) from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin20th percentile

Revenue

Down

$66,172

Down $55,846 (-46%) from 2019

Expenses

Down

$84,402

Down $54,875 (-39%) from 2019

Net Income

Down

-$18,230

Down $971 (-5.6%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$300K$200K$100K$0Assets 2011: $176,481Liabilities 2011: $101,403Net Assets 2011: $75,0782011Assets 2012: $209,832Liabilities 2012: $135,557Net Assets 2012: $74,2752012Assets 2013: $219,244Liabilities 2013: $139,455Net Assets 2013: $79,7892013Assets 2014: $176,684Liabilities 2014: $88,841Net Assets 2014: $87,8432014Assets 2015: $182,929Liabilities 2015: $85,879Net Assets 2015: $97,0502015Assets 2016: $181,170Liabilities 2016: $42,475Net Assets 2016: $138,6952016Assets 2017: $123,800Liabilities 2017: $49,870Net Assets 2017: $73,9302017Assets 2018: $124,559Liabilities 2018: $50,841Net Assets 2018: $73,7182018Assets 2019: $101,064Liabilities 2019: $44,605Net Assets 2019: $56,4592019Assets 2020: $94,068Liabilities 2020: $55,839Net Assets 2020: $38,2292020Assets 2021: $93,592Liabilities 2021: $54,868Net Assets 2021: $38,7242021Assets 2022: $65,779Liabilities 2022: $47,700Net Assets 2022: $18,0792022Assets 2025: $36,038Liabilities 2025: $25,175Net Assets 2025: $10,8632025

Highlighted filing

2020

Assets$94,068
Liabilities$55,839
Net Assets$38,229
Open 2020 Filing

Operations Trend

Revenue Growth23rd percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $146,5692011Expenses 2012: $137,5732012Expenses 2013: $153,1612013Revenue 2014: $165,009Expenses 2014: $156,954Net Income 2014: $8,0552014Revenue 2015: $160,707Expenses 2015: $151,500Net Income 2015: $9,2072015Revenue 2016: $154,923Expenses 2016: $106,285Net Income 2016: $48,6382016Revenue 2017: $199,531Expenses 2017: $264,682Net Income 2017: -$65,1512017Revenue 2018: $135,950Expenses 2018: $136,162Net Income 2018: -$2122018Revenue 2019: $122,018Expenses 2019: $139,277Net Income 2019: -$17,2592019Revenue 2020: $66,172Expenses 2020: $84,402Net Income 2020: -$18,2302020Revenue 2021: $88,026Expenses 2021: $87,531Net Income 2021: $4952021Revenue 2022: $64,536Expenses 2022: $85,181Net Income 2022: -$20,6452022Revenue 2025: $109,441Expenses 2025: $116,718Net Income 2025: -$7,2772025

Highlighted filing

2020

Revenue$66,172
Expenses$84,402
Net Income-$18,230
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.0
Gross Receipts
$66,172
Mission and Program Overview

Mission

COMMUNITY SERVICE

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$75,184$65,732▼ $9,452
Rtn Earn Endowment Incm Other Fnds$56,459$38,229▼ $18,230
Accounts Receivable$25,188$28,049▲ $2,861
Prepaid Expenses and Deferred Charges$692$287▼ $405
Cash and Non-Interest-Bearing Accounts-$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-
Total Assets$101,064$94,068▼ $6,996
Other Assets Total-$0-
Liabilities
Deferred Revenue$44,080$54,261▲ $10,181
Accounts Payable and Accrued Expenses$525$1,578▲ $1,053
Total Liabilities$44,605$55,839▲ $11,234
Net Assets / Fund Balance
Total Net Assets Fund Balance$56,459$38,229▼ $18,230
Total Liabilities and Net Assets / Fund Balance$101,064$94,068▼ $6,996
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gerald L SmithPast SecretaryPT$5,400$5,400
Mathhew P GrizzleSecretaryPT$5,400$5,400

Board Members and Trustees

NameTitle
Muhammad WA RizviPast President
Melanie VieuxPresident
Gary FrushPresident Elect
Catherine J WootonDirector
Colleen StewartDirector
Corie StewartDirector
Ken SteeleDirector
Linda GuinnDirector
Marcela GracewskiDirector
Omar KhamisaDirector
Sharon A TweedyDirector
Steven D LuthyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$58,789
Program Service Revenue
$4,500
Investment Income
$17
Other Revenue
$2,866
All Other Contributions
$343
Change in Net Assets
$-18,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,912
Grants and Similar Amounts Paid$26,690
Salaries, Compensation, and Employee Benefits$10,800
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,690--$26,690
Current Officers, Directors, Trustees, and Key Employees-$10,800-$10,800
Conferences and Meetings-$10,750-$10,750
Occupancy-$3,516-$3,516
Office Expenses-$3,358-$3,358
Fees for Services Accounting-$3,260-$3,260
Other Expenses-$2,000-$2,000
Information Technology-$1,933-$1,933
All Other Expenses-$1,209-$1,209
Insurance-$183-$183
Total Functional Expenses$26,690$57,712$0$84,402
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
International ServiceStockton, CA--$18,126
Community ServiceStockton, CA--$7,884
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,866
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
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The organization's treasurer reviews the return and accompanying schedules for errors and omissions before e-filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Rotary Club of Stockton
EIN
94-0818520
Phone
2096423021
Address
PO Box 7457, Stockton, CA 95267

Signing Officer

Name
Steven D Luthy
Title
Treasurer
Signed
2020-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
1914
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
220

Preparer

Firm
Tholborn Ostrowski & Crane LLP
Address
4525 Quail Lakes Drive Suite B, Stockton, CA 95207
Preparer
Brett L Tholborn CPA
Phone
2094743375
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IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03516
IRS990/OccupancyGrp/TotalAmt03516
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03358
IRS990/OfficeExpensesGrp/TotalAmt03358
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ROTARY INTERNATIONAL
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP
IRS990/OtherExpensesGrp/Desc2BANK AND CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3ROTARY FOUNDATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015459
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13170
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22074
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32000
IRS990/OtherExpensesGrp/TotalAmt015459
IRS990/OtherExpensesGrp/TotalAmt13170
IRS990/OtherExpensesGrp/TotalAmt22074
IRS990/OtherExpensesGrp/TotalAmt32000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0692
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0287
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541800
IRS990/ProgramServiceRevenueGrp/Desc0BULLETIN ADVERTISING
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04500
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt04500
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY SERVICE CHARITABLE ALLOCATIONS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07884
IRS990/ProgSrvcAccomActy2Grp/GrantAmt07884
IRS990/ProgSrvcAccomActy3Grp/Desc0YOUTH SERVICE CHARITABLE ALLOCATIONS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0680
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0680
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt099431
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt044922
IRS990/PYInvestmentIncomeAmt026
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt083555
IRS990/PYOtherRevenueAmt018367
IRS990/PYProgramServiceRevenueAmt04194
IRS990/PYRevenuesLessExpensesAmt0-17259
IRS990/PYSalariesCompEmpBnftPaidAmt010800
IRS990/PYTotalExpensesAmt0139277
IRS990/PYTotalRevenueAmt0122018
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-18230
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt056459
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt038229
IRS990/SavingsAndTempCashInvstGrp/BOYAmt075184
IRS990/SavingsAndTempCashInvstGrp/EOYAmt065732
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07884
IRS990ScheduleI/RecipientTable/CashGrantAmt118126
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY SERVICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1INTERNATIONAL SERVICE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0VARIOUS ORGANIZATIONS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1VARIOUS ORGANIZATIONS
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STOCKTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1STOCKTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095207
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195207
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S TREASURER REVIEWS THE RETURN AND ACCOMPANYING SCHEDULES FOR ERRORS AND OMISSIONS BEFORE E-FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0101064
IRS990/TotalAssetsEOYAmt094068
IRS990/TotalAssetsGrp/BOYAmt0101064
IRS990/TotalAssetsGrp/EOYAmt094068
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt058789
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057712
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026690
IRS990/TotalFunctionalExpensesGrp/TotalAmt084402
IRS990/TotalGrossUBIAmt04500
IRS990/TotalLiabilitiesBOYAmt044605
IRS990/TotalLiabilitiesEOYAmt055839
IRS990/TotalLiabilitiesGrp/BOYAmt044605
IRS990/TotalLiabilitiesGrp/EOYAmt055839
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt056459
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt038229
IRS990/TotalProgramServiceExpensesAmt026690
IRS990/TotalProgramServiceRevenueAmt04500
IRS990/TotalReportableCompFromOrgAmt010800
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt066172
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt04500
IRS990/TotalVolunteersCnt0220
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0101064
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt094068
IRS990/TravelGrp/TotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,068
Liabilities
$55,839
Net assets
$38,229
Revenue
$66,172
Expenses
$84,402
Net income
-$18,230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.25$0.11$1.09$1.17$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.48$0.18$0.65$0.85$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.55$0.39$0.88$0.88$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.56$0.38$0.66$0.84$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.45$0.56$1.22$1.39$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.51$0.74$1.36$1.36$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.50$0.74$2.00$2.65$0.65
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.42$1.39$1.55$1.06$0.49
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.86$0.97$1.61$1.52$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.77$0.89$0.88$1.65$1.57$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$1.39$0.80$1.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$1.36$0.74$1.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$1.01$0.75$1.47
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)4 • <$500k nonprofits