Civic Intelligence

Rotary Club of Visalia

EIN 94-2393010 • 501(c)4 • Visalia, CA

Profile

Encourage and foster the ideal of service as a basis of worthy enterprise.

PO Box 1216Visalia, CA 93279

www.visaliarotaryclub.com

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

78th percentile

21%

Higher net margin than 78% 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

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

65th percentile

8.0%

Faster revenue growth than 65% of similar nonprofits.

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

Assets

Up

$225,263

Up $20,496 (+10%) from 2023

Liabilities

Down

$0

Down $3,800 (-100%) from 2023

Net Assets

Up

$225,263

Up $24,296 (+12%) from 2023

Revenue

Up

$100,511

Up $23,414 (+30%) from 2023

Expenses

Down

$79,098

Down $5,390 (-6.4%) from 2023

Net Income

Up

$21,413

Up $28,804 (+390%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $216,609Liabilities 2012: $59,000Net Assets 2012: $157,6092012Assets 2013: $223,904Liabilities 2013: $53,687Net Assets 2013: $170,2172013Assets 2014: $270,088Liabilities 2014: $67,000Net Assets 2014: $203,0882014Assets 2015: $275,429Liabilities 2015: $72,000Net Assets 2015: $203,4292015Assets 2016: $280,251Liabilities 2016: $82,000Net Assets 2016: $198,2512016Assets 2017: $255,834Liabilities 2017: $92,000Net Assets 2017: $163,8342017Assets 2018: $263,797Liabilities 2018: $102,000Net Assets 2018: $161,7972018Assets 2019: $279,166Liabilities 2019: $112,500Net Assets 2019: $166,6662019Assets 2020: $301,202Liabilities 2020: $136,080Net Assets 2020: $165,1222020Assets 2021: $226,604Liabilities 2021: $39,300Net Assets 2021: $187,3042021Assets 2022: $212,158Liabilities 2022: $3,800Net Assets 2022: $208,3582022Assets 2023: $204,767Liabilities 2023: $3,800Net Assets 2023: $200,9672023Assets 2025: $225,263Liabilities 2025: $0Net Assets 2025: $225,2632025

Highlighted filing

2025

Assets$225,263
Liabilities$0
Net Assets$225,263

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $217,195Expenses 2012: $216,295Net Income 2012: $9002012Revenue 2013: $233,705Expenses 2013: $221,097Net Income 2013: $12,6082013Revenue 2014: $258,155Expenses 2014: $225,284Net Income 2014: $32,8712014Revenue 2015: $237,066Expenses 2015: $236,725Net Income 2015: $3412015Revenue 2016: $214,679Expenses 2016: $219,857Net Income 2016: -$5,1782016Revenue 2017: $159,946Expenses 2017: $194,363Net Income 2017: -$34,4172017Revenue 2018: $144,372Expenses 2018: $146,409Net Income 2018: -$2,0372018Revenue 2019: $130,476Expenses 2019: $125,607Net Income 2019: $4,8692019Revenue 2020: $120,326Expenses 2020: $121,870Net Income 2020: -$1,5442020Revenue 2021: $88,675Expenses 2021: $66,493Net Income 2021: $22,1822021Revenue 2022: $84,753Expenses 2022: $63,699Net Income 2022: $21,0542022Revenue 2023: $77,097Expenses 2023: $84,488Net Income 2023: -$7,3912023Revenue 2025: $100,511Expenses 2025: $79,098Net Income 2025: $21,4132025

Highlighted filing

2025

Revenue$100,511
Expenses$79,098
Net Income$21,413

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$1.01$0.79$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.04$2.01$0.77$0.84$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.04$2.08$0.85$0.64$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.39$1.87$0.89$0.66$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$1.36$1.65$1.20$1.22$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$1.13$1.67$1.30$1.26$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$1.02$1.62$1.44$1.46$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.92$1.64$1.60$1.94$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.82$1.98$2.15$2.20$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.75$0.72$2.03$2.37$2.37$0.00
2014Summary only. Only limited summary data is available for this year.$2.70$0.67$2.03$2.58$2.25$0.33
2013Summary only. Only limited summary data is available for this year.$2.24$0.54$1.70$2.34$2.21$0.13
2012Summary only. Only limited summary data is available for this year.$2.17$0.59$1.58$2.17$2.16$0.01
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$77,097
Mission and Program Overview

Mission

The development of acquaintance as an opportunity for service, high ethical standards in business and professions, the application of ideal of service in each rotorian's life, and the advancement of international understanding and good will.

Encourage and foster the ideal of service as a basis of worthy enterprise.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICES 22,650YOUTH / VOCATIONAL SERVICES 5,350$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE YADATreasurerPT$0--
MICHAEL B BROWNDirector-$0--
GREG HAGOPIANPresident-Elect-$0--
MARY JANE JENNINGSSecretary-$0--
MICHAEL D DAMRONDirector-$0--
ELIZABETH WYNNPast President-$0--
MARC MERTZDirector-$0--
SCOTT JACOBSENPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Visalia
EIN
94-2393010
Phone
5597331051
Address
PO BOX 1216, VISALIA, CA 93279

Signing Officer

Name
Wayne Yada
Title
Treasurer
Phone
5599671357
Signed
2023-11-08
Discuss with paid preparer
Yes

Preparer

Firm
VOLLMER DANIEL GAEBE & GROVELLP CPA'S
Address
100 WILLOW PLAZA SUITE 400, VISALIA, CA 93291
Preparer
Jody G Grove
Phone
5597331051
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: rotary int'l dues. Amount: 18,876. Description: club meeting meals. Amount: 22,515. Description: donations to youth/vocational services. Amount: 5,350. Description: donations to community services. Amount: 22,650. Description: office expenses. Amount: 3,941. Description: conferences, conventions, meetings. Amount: 2,346. Description: compensation of current officers. Amount: 8,000. Total to form 990-ez, line 16: 83,678.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other receivable. Beg. Of year amount: 200. End of year amount: 0. Description: accounts receivable. Beg. Of year amount: 9,453. End of year amount: 10,424.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: ri convention reserve. Beg. Of year amount: 3,800. End of year amount: 3,800.

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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WAYNE YADA
IRS990EZ/BooksInCareOfDetail/PhoneNum05599671357
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1216
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VISALIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093279
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0202505
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0194343
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt026406
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7391
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0810
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0212158
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0204767
IRS990EZ/GrossReceiptsAmt077097
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt050691
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0208358
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0200967
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0208358
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0200967
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WAYNE YADA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL B BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREG HAGOPIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY JANE JENNINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL D DAMRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELIZABETH WYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARC MERTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SCOTT JACOBSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09653
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010424
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt083678
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICES 22,650YOUTH / VOCATIONAL SERVICES 5,350
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03800
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03800
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt084488
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt077097
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VISALIAROTARYCLUB.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ROTARY INT'L DUES. AMOUNT: 18,876. DESCRIPTION: CLUB MEETING MEALS. AMOUNT: 22,515. DESCRIPTION: DONATIONS TO YOUTH/VOCATIONAL SERVICES. AMOUNT: 5,350. DESCRIPTION: DONATIONS TO COMMUNITY SERVICES. AMOUNT: 22,650. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 3,941. DESCRIPTION: CONFERENCES, CONVENTIONS, MEETINGS. AMOUNT: 2,346. DESCRIPTION: COMPENSATION OF CURRENT OFFICERS. AMOUNT: 8,000. TOTAL TO FORM 990-EZ, LINE 16: 83,678.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER RECEIVABLE. BEG. OF YEAR AMOUNT: 200. END OF YEAR AMOUNT: 0. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 9,453. END OF YEAR AMOUNT: 10,424.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: RI CONVENTION RESERVE. BEG. OF YEAR AMOUNT: 3,800. END OF YEAR AMOUNT: 3,800.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE YADA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05599671357
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF VISALIA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0942393010
ReturnHeader/Filer/PhoneNum05597331051
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1216
ReturnHeader/Filer/USAddress/CityNm0VISALIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093279
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941553366
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VOLLMER DANIEL GAEBE & GROVELLP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 WILLOW PLAZA SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VISALIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093291
ReturnHeader/PreparerPersonGrp/PhoneNum05597331051
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODY G GROVE
ReturnHeader/ReturnTs02023-11-09T18:29:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WAYNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YADA
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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