Civic Intelligence

Rotary Club of Stockton

990 • Fiscal year 2025 • EIN 94-0818520

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 04, 2025

PO Box 7457Stockton, CA 95267

(209) 851-5299

Siviq Scores

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

Liabilities / Assets

96th percentile

0.70x

Higher debt load relative to assets than 96% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

0.23x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

29th percentile

-6.6%

Higher net margin than 29% of similar nonprofits.

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

Top Officer Pay

95th percentile

$10,800

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

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

Asset Growth

4th percentile

-64%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

25th percentile

-14%

Faster revenue growth than 25% of similar nonprofits.

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

Assets

Down

$36,038

Down $29,741 (-45%) from 2022

Net Assets

Down

$10,863

Down $7,216 (-40%) from 2022

Liabilities

Down

$25,175

Down $22,525 (-47%) from 2022

Revenue

Up

$109,441

Up $44,905 (+70%) from 2022

Expenses

Up

$116,718

Up $31,537 (+37%) from 2022

Net Income

Up

-$7,277

Up $13,368 (+65%) from 2022

Historical Trend

Balance Sheet Trend

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

2025

Assets$36,038
Liabilities$25,175
Net Assets$10,863

Operations Trend

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

2025

Revenue$109,441
Expenses$116,718
Net Income-$7,277
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 4, 2025
Return Version
2024v5.0
Gross Receipts
$172,501
Mission and Program Overview

Mission

COMMUNITY SERVICE

The rotary club of stockton, founded in 1914 as the 92nd rotary club in the world, is part of rotary internationa, a global network of service organizations committed to humanitarian action and goodwill. The club engages members in service to improve lives locally and internationally, fostering fellowship and leadership through community impact.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$46,097--
Cash and Non-Interest-Bearing Accounts-$35,816-
Rtn Earn Endowment Incm Other Fnds$30,214$10,863▼ $19,351
Savings and Temporary Cash Investments$55,035$222▼ $54,813
Total Assets$101,132$36,038▼ $65,094
Liabilities
Deferred Revenue$70,918--
Other Liabilities-$21,849-
Accounts Payable and Accrued Expenses-$3,326-
Total Liabilities$70,918$25,175▼ $45,743
Net Assets / Fund Balance
Total Net Assets Fund Balance$30,214$10,863▼ $19,351
Total Liabilities and Net Assets / Fund Balance$101,132$36,038▼ $65,094

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$18,945$18,945
Compensation and Service Providers

Employees

NameTitleBaseTotal
Matthew P GrizzleSecretary$10,800$10,800
Sally MottaTreasurer$6,400$6,400

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$59,069
Program Service Revenue
$40,651
Investment Income
$15
Other Revenue
$9,706
All Other Contributions
$2,000
Change in Net Assets
$-7,277
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$116,718
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
Fees for Services Other$31,140$14,032-$45,172
Payments to Affiliates$923$24,892-$25,815
Occupancy$711$6,000-$6,711
Fees for Services Accounting$875$2,625-$3,500
Information Technology$1,122$377-$1,499
Other Expenses$1,248$2,919-$1,248
Conferences and Meetings$900--$900
All Other Expenses$631--$631
Office Expenses$25$168-$193
Total Functional Expenses$61,763$54,955$0$116,718
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$72,766
Fundraising Direct Expenses$63,060
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Meeting Meal E$53,905$53,905$63,060$-9,155
Luau Fundraiser$18,861$18,861-$18,861
Total Events$72,766$72,766$63,060$9,706
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepayments Pledges Etc$21,849
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

The members of the rotary club of stockton elect the board of directors and officers annually, in accordance with the club's bylaws. The rotary club of stockton is governed by a board of directors elected annually by the membership. The board is broad and representative of the membership, and its members actively engage in thoughtful deliberation and decision-making on behalf of the club. The president, as lead officer, presides over meetings and sets agendas but does not act unilaterally on matters of governance. Significant policies, including amendments to the bylaws or changes to the dues structure, require approval by a majority vote of the full membership, ensuring that major decisions reflect the collective will of the club. The treasurer provides the organization's accounting records to an independent cpa firm, which prepares the annual form 990 and conducts an internal review process for accuracy and completeness. A draft of the return is then reviewed by the treasurer prior to final filing. The rotary club of stockton makes its form 990 and related filings available to the public upon request. Copies may be requested in writing by mail or by email. In practice, the club also provides these documents promptly to members or community stakeholders who make informal requests, reflecting the club's commitment to transparency and accessibility. The rotary club of stockton makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Requests may be submitted by mail or email to the club, and documents are provided promptly to ensure transparency and compliance with irs requirements.

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Rotary Club of Stockton
EIN
94-0818520
Phone
2098515299
Address
PO BOX 7457, STOCKTON, CA 95267

Signing Officer

Name
Sally Motta
Title
Treasurer
Phone
2098515299
Signed
2025-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Mowry Hul
Formed
1914
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
143

Preparer

Firm
Lindstrom Accountancy Corp
Address
2291 W MARCH LANE D105, STOCKTON, CA 95207
Preparer
Julie Doughty CPA
Phone
2094510428
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The rotary club of stockton, founded in 1914 as the 92nd rotary club in the world, is part of rotary international, a global network of service organizations committed to humanitarian action and goodwill. The club engages members in service to improve lives locally and internationally, fostering fellowship and leadership through community impact. The club continues to advance literacy through the "read to me stockton" program, originally launched by stockton rotary and now an independent nonprofit that distributes free books to children throughout the city. With ongoing leadership and support from the club, the program is expanding to reach families countywide across san joaquin county, helping young readers build strong foundations for lifelong learning.

Form 990

The rotary club of stockton, founded in 1914 as the 92nd rotary club in the world, is part of rotary international, a global network of service organizations committed to humanitarian action and goodwill. The club engages members in service to improve lives locally and internationally, fostering fellowship and leadership through community impact. The club continues to advance literacy through the "read to me stockton" program, originally launched by stockton rotary and now an independent nonprofit that distributes free books to children throughout the city. With ongoing leadership and support from the club, the program is expanding to reach families countywide across san joaquin county, helping young readers build strong foundations for lifelong learning. Internationally, stockton rotary organizes and leads a project in partnership with a rotaract club in honduras to provide assistance to victims of domestic violence, combining resources and volunteer service to strengthen families and communities in need. Each year, the club also hosts "heroes night," honoring local first responders for their dedication to public safety. Honorees receive 500 each to designate to a nonprofit organization of their choice, extending the impact of the celebration by directly benefiting diverse community causes. Through these and other service initiatives, the rotary club of stockton challenges its members and the community to be better humanitarians, relieving suffering, promoting literacy, supporting families, and strengthening the fabric of society both locally and abroad.

Form 990, Page 2, Part III, Line 4D

These expenses represent administrative expenses to train officers as well as cleaning up some uncollected pledges.

Form 990, Part IX, Line 11G

Rotary international 1,380 1,381 0 administrative expenses 10,650 10,650 0 president elect expense 2,000 2,001 0 bad debts 14,092 0 0 uncollected pledges 3,018 0 0 total 31,140 14,032 0

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IRS990/MissionDesc0THE ROTARY CLUB OF STOCKTON, FOUNDED IN 1914 AS THE 92ND ROTARY CLUB IN THE WORLD, IS PART OF ROTARY INTERNATIONAL, A GLOBAL NETWORK OF SERVICE ORGANIZATIONS COMMITTED TO HUMANITARIAN ACTION AND GOODWILL. THE CLUB ENGAGES MEMBERS IN SERVICE TO IMPROVE LIVES LOCALLY AND INTERNATIONALLY, FOSTERING FELLOWSHIP AND LEADERSHIP THROUGH COMMUNITY IMPACT. THE CLUB CONTINUES TO ADVANCE LITERACY THROUGH THE "READ TO ME STOCKTON" PROGRAM, ORIGINALLY LAUNCHED BY STOCKTON ROTARY AND NOW AN INDEPENDENT NONPROFIT THAT DISTRIBUTES FREE BOOKS TO CHILDREN THROUGHOUT THE CITY. WITH ONGOING LEADERSHIP AND SUPPORT FROM THE CLUB, THE PROGRAM IS EXPANDING TO REACH FAMILIES COUNTYWIDE ACROSS SAN JOAQUIN COUNTY, HELPING YOUNG READERS BUILD STRONG FOUNDATIONS FOR LIFELONG LEARNING.
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IRS990/OtherExpensesGrp/Desc3PINS, BADGES, BANNERS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03942
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12919
IRS990/OtherExpensesGrp/ProgramServicesAmt024188
IRS990/OtherExpensesGrp/ProgramServicesAmt11248
IRS990/OtherExpensesGrp/TotalAmt024188
IRS990/OtherExpensesGrp/TotalAmt13942
IRS990/OtherExpensesGrp/TotalAmt22919
IRS990/OtherExpensesGrp/TotalAmt31248
IRS990/OtherLiabilitiesGrp/EOYAmt021849
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt024892
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0923
IRS990/PaymentsToAffiliatesGrp/TotalAmt025815
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ELIZABETH MOWRY HUL
IRS990/PriorPeriodAdjustmentsAmt0-12074
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541800
IRS990/ProgramServiceRevenueGrp/Desc0CLUB ACTIVITY REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP RECOGNITIONS
IRS990/ProgramServiceRevenueGrp/Desc2CREDIT CARD PROCESSING REIMB
IRS990/ProgramServiceRevenueGrp/Desc3EVENT INCOME
IRS990/ProgramServiceRevenueGrp/Desc4SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026968
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16858
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23744
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31340
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026968
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16858
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23744
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31340
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THESE EXPENSES REPRESENT ADMINISTRATIVE EXPENSES TO TRAIN OFFICERS AS WELL AS CLEANING UP SOME UNCOLLECTED PLEDGES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt031140
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt088990
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt032421
IRS990/PYInvestmentIncomeAmt05
IRS990/PYOtherExpensesAmt011780
IRS990/PYOtherRevenueAmt037895
IRS990/PYProgramServiceRevenueAmt0300
IRS990/PYRevenuesLessExpensesAmt082989
IRS990/PYTotalExpensesAmt044201
IRS990/PYTotalRevenueAmt0127190
IRS990/ReconcilationRevenueExpnssAmt0-7277
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt030214
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt010863
IRS990/SavingsAndTempCashInvstGrp/BOYAmt055035
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0222
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018945
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt018945
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021849
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAYMENTS PLEDGES ETC
IRS990ScheduleD/TotalLiabilityAmt021849
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt063060
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LUAU FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MEETING MEAL E
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018861
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt053905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072766
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018861
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt053905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072766
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09706
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt063060
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt063060
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ROTARY CLUB OF STOCKTON, FOUNDED IN 1914 AS THE 92ND ROTARY CLUB IN THE WORLD, IS PART OF ROTARY INTERNATIONAL, A GLOBAL NETWORK OF SERVICE ORGANIZATIONS COMMITTED TO HUMANITARIAN ACTION AND GOODWILL. THE CLUB ENGAGES MEMBERS IN SERVICE TO IMPROVE LIVES LOCALLY AND INTERNATIONALLY, FOSTERING FELLOWSHIP AND LEADERSHIP THROUGH COMMUNITY IMPACT. THE CLUB CONTINUES TO ADVANCE LITERACY THROUGH THE "READ TO ME STOCKTON" PROGRAM, ORIGINALLY LAUNCHED BY STOCKTON ROTARY AND NOW AN INDEPENDENT NONPROFIT THAT DISTRIBUTES FREE BOOKS TO CHILDREN THROUGHOUT THE CITY. WITH ONGOING LEADERSHIP AND SUPPORT FROM THE CLUB, THE PROGRAM IS EXPANDING TO REACH FAMILIES COUNTYWIDE ACROSS SAN JOAQUIN COUNTY, HELPING YOUNG READERS BUILD STRONG FOUNDATIONS FOR LIFELONG LEARNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ROTARY CLUB OF STOCKTON, FOUNDED IN 1914 AS THE 92ND ROTARY CLUB IN THE WORLD, IS PART OF ROTARY INTERNATIONAL, A GLOBAL NETWORK OF SERVICE ORGANIZATIONS COMMITTED TO HUMANITARIAN ACTION AND GOODWILL. THE CLUB ENGAGES MEMBERS IN SERVICE TO IMPROVE LIVES LOCALLY AND INTERNATIONALLY, FOSTERING FELLOWSHIP AND LEADERSHIP THROUGH COMMUNITY IMPACT. THE CLUB CONTINUES TO ADVANCE LITERACY THROUGH THE "READ TO ME STOCKTON" PROGRAM, ORIGINALLY LAUNCHED BY STOCKTON ROTARY AND NOW AN INDEPENDENT NONPROFIT THAT DISTRIBUTES FREE BOOKS TO CHILDREN THROUGHOUT THE CITY. WITH ONGOING LEADERSHIP AND SUPPORT FROM THE CLUB, THE PROGRAM IS EXPANDING TO REACH FAMILIES COUNTYWIDE ACROSS SAN JOAQUIN COUNTY, HELPING YOUNG READERS BUILD STRONG FOUNDATIONS FOR LIFELONG LEARNING. INTERNATIONALLY, STOCKTON ROTARY ORGANIZES AND LEADS A PROJECT IN PARTNERSHIP WITH A ROTARACT CLUB IN HONDURAS TO PROVIDE ASSISTANCE TO VICTIMS OF DOMESTIC VIOLENCE, COMBINING RESOURCES AND VOLUNTEER SERVICE TO STRENGTHEN FAMILIES AND COMMUNITIES IN NEED. EACH YEAR, THE CLUB ALSO HOSTS "HEROES NIGHT," HONORING LOCAL FIRST RESPONDERS FOR THEIR DEDICATION TO PUBLIC SAFETY. HONOREES RECEIVE 500 EACH TO DESIGNATE TO A NONPROFIT ORGANIZATION OF THEIR CHOICE, EXTENDING THE IMPACT OF THE CELEBRATION BY DIRECTLY BENEFITING DIVERSE COMMUNITY CAUSES. THROUGH THESE AND OTHER SERVICE INITIATIVES, THE ROTARY CLUB OF STOCKTON CHALLENGES ITS MEMBERS AND THE COMMUNITY TO BE BETTER HUMANITARIANS, RELIEVING SUFFERING, PROMOTING LITERACY, SUPPORTING FAMILIES, AND STRENGTHENING THE FABRIC OF SOCIETY BOTH LOCALLY AND ABROAD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE EXPENSES REPRESENT ADMINISTRATIVE EXPENSES TO TRAIN OFFICERS AS WELL AS CLEANING UP SOME UNCOLLECTED PLEDGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS OF THE ROTARY CLUB OF STOCKTON ELECT THE BOARD OF DIRECTORS AND OFFICERS ANNUALLY, IN ACCORDANCE WITH THE CLUB'S BYLAWS. THE ROTARY CLUB OF STOCKTON IS GOVERNED BY A BOARD OF DIRECTORS ELECTED ANNUALLY BY THE MEMBERSHIP. THE BOARD IS BROAD AND REPRESENTATIVE OF THE MEMBERSHIP, AND ITS MEMBERS ACTIVELY ENGAGE IN THOUGHTFUL DELIBERATION AND DECISION-MAKING ON BEHALF OF THE CLUB. THE PRESIDENT, AS LEAD OFFICER, PRESIDES OVER MEETINGS AND SETS AGENDAS BUT DOES NOT ACT UNILATERALLY ON MATTERS OF GOVERNANCE. SIGNIFICANT POLICIES, INCLUDING AMENDMENTS TO THE BYLAWS OR CHANGES TO THE DUES STRUCTURE, REQUIRE APPROVAL BY A MAJORITY VOTE OF THE FULL MEMBERSHIP, ENSURING THAT MAJOR DECISIONS REFLECT THE COLLECTIVE WILL OF THE CLUB. THE TREASURER PROVIDES THE ORGANIZATION'S ACCOUNTING RECORDS TO AN INDEPENDENT CPA FIRM, WHICH PREPARES THE ANNUAL FORM 990 AND CONDUCTS AN INTERNAL REVIEW PROCESS FOR ACCURACY AND COMPLETENESS. A DRAFT OF THE RETURN IS THEN REVIEWED BY THE TREASURER PRIOR TO FINAL FILING. THE ROTARY CLUB OF STOCKTON MAKES ITS FORM 990 AND RELATED FILINGS AVAILABLE TO THE PUBLIC UPON REQUEST. COPIES MAY BE REQUESTED IN WRITING BY MAIL OR BY EMAIL. IN PRACTICE, THE CLUB ALSO PROVIDES THESE DOCUMENTS PROMPTLY TO MEMBERS OR COMMUNITY STAKEHOLDERS WHO MAKE INFORMAL REQUESTS, REFLECTING THE CLUB'S COMMITMENT TO TRANSPARENCY AND ACCESSIBILITY. THE ROTARY CLUB OF STOCKTON MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. REQUESTS MAY BE SUBMITTED BY MAIL OR EMAIL TO THE CLUB, AND DOCUMENTS ARE PROVIDED PROMPTLY TO ENSURE TRANSPARENCY AND COMPLIANCE WITH IRS REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROTARY INTERNATIONAL 1,380 1,381 0 ADMINISTRATIVE EXPENSES 10,650 10,650 0 PRESIDENT ELECT EXPENSE 2,000 2,001 0 BAD DEBTS 14,092 0 0 UNCOLLECTED PLEDGES 3,018 0 0 TOTAL 31,140 14,032 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0101132
IRS990/TotalAssetsEOYAmt036038
IRS990/TotalAssetsGrp/BOYAmt0101132
IRS990/TotalAssetsGrp/EOYAmt036038
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt059069
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054955
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt061763
IRS990/TotalFunctionalExpensesGrp/TotalAmt0116718
IRS990/TotalGrossUBIAmt030
IRS990/TotalLiabilitiesBOYAmt070918
IRS990/TotalLiabilitiesEOYAmt025175
IRS990/TotalLiabilitiesGrp/BOYAmt070918
IRS990/TotalLiabilitiesGrp/EOYAmt025175
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt030214
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010863
IRS990/TotalOtherProgSrvcExpenseAmt031140
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0711
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0741
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt030
IRS990/TotalProgramServiceExpensesAmt061763
IRS990/TotalProgramServiceRevenueAmt040651
IRS990/TotalReportableCompFromOrgAmt017200
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt040636
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0109441
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt030
IRS990/TotalVolunteersCnt0143
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0101132
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt036038
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 7457
IRS990/USAddress/CityNm0STOCKTON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095267
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0ROTARYCLUBOFSTOCKTON.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SALLY MOTTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02098515299
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF STOCKTON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0940818520
ReturnHeader/Filer/PhoneNum02098515299
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7457
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095267
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452018302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDSTROM ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02291 W MARCH LANE D105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095207
ReturnHeader/PreparerPersonGrp/PhoneNum02094510428
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE DOUGHTY CPA
ReturnHeader/ReturnTs02025-10-08T19:28:58-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$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