Civic Intelligence

Rotary International Clearlake Rotary Club

990EZ • Fiscal year 2014 • EIN 94-2477512

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 10, 2014

Organization ProfileN/A
PO Box 54995422

(707) 994-3336

Siviq Scores

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

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

74th percentile

0.06x

Higher debt load relative to revenue than 74% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

86th percentile

28%

Higher net margin than 86% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

68th percentile

9.9%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

62nd percentile

5.9%

Faster revenue growth than 62% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$194,610

Up $17,578 (+9.9%) from 2013

Net Assets

Up

$191,654

Up $14,668 (+8.3%) from 2013

Liabilities

Up

$2,956

Up $2,910 (+6326%) from 2013

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin86th percentile

Revenue

Up

$49,667

Up $2,755 (+5.9%) from 2013

Expenses

Up

$35,834

Up $2,500 (+7.5%) from 2013

Net Income

Up

$13,833

Up $255 (+1.9%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$300K$200K$100K$0Assets 2011: $159,528Liabilities 2011: $446Net Assets 2011: $159,0822011Assets 2012: $163,758Liabilities 2012: $350Net Assets 2012: $163,4082012Assets 2013: $177,032Liabilities 2013: $46Net Assets 2013: $176,9862013Assets 2014: $194,610Liabilities 2014: $2,956Net Assets 2014: $191,6542014Assets 2015: $230,320Net Assets 2015: $230,3202015Assets 2016: $226,743Liabilities 2016: $395Net Assets 2016: $226,3482016Assets 2017: $237,809Liabilities 2017: $292Net Assets 2017: $237,5172017Assets 2018: $258,661Liabilities 2018: $4,886Net Assets 2018: $253,7752018Assets 2019: $233,079Liabilities 2019: $592Net Assets 2019: $232,4872019Assets 2020: $267,552Liabilities 2020: $978Net Assets 2020: $266,5742020Assets 2021: $249,209Liabilities 2021: $1,979Net Assets 2021: $247,2302021Assets 2022: $270,556Liabilities 2022: $1,137Net Assets 2022: $269,4192022Assets 2023: $268,571Liabilities 2023: $171Net Assets 2023: $268,4002023Assets 2024: $262,255Liabilities 2024: $851Net Assets 2024: $261,4042024

Highlighted filing

2014

Assets$194,610
Liabilities$2,956
Net Assets$191,654
Open 2014 Filing

Operations Trend

Revenue Growth62nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $59,671Expenses 2011: $57,865Net Income 2011: $1,8062011Revenue 2012: $29,635Expenses 2012: $24,383Net Income 2012: $5,2522012Revenue 2013: $46,912Expenses 2013: $33,334Net Income 2013: $13,5782013Revenue 2014: $49,667Expenses 2014: $35,834Net Income 2014: $13,8332014Revenue 2015: $35,858Expenses 2015: $13,999Net Income 2015: $21,8592015Revenue 2016: $63,409Expenses 2016: $52,075Net Income 2016: $11,3342016Revenue 2017: $56,300Expenses 2017: $45,131Net Income 2017: $11,1692017Revenue 2018: $72,585Expenses 2018: $56,327Net Income 2018: $16,2582018Revenue 2019: $28,278Expenses 2019: $54,355Net Income 2019: -$26,0772019Revenue 2020: $104,731Expenses 2020: $70,644Net Income 2020: $34,0872020Revenue 2021: $52,207Expenses 2021: $71,551Net Income 2021: -$19,3442021Revenue 2022: $65,122Expenses 2022: $43,833Net Income 2022: $21,2892022Revenue 2023: $59,055Expenses 2023: $60,074Net Income 2023: -$1,0192023Revenue 2024: $60,027Expenses 2024: $65,386Net Income 2024: -$5,3592024

Highlighted filing

2014

Revenue$49,667
Expenses$35,834
Net Income$13,833
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 10, 2014
Return Version
2013v3.1
Gross Receipts
$88,466
Mission and Program Overview

Mission

COMMUNITY ASSISTANCE

Program Services

DescriptionGrantsExpenses
TO PROVIDE SERVICE TO OTHERS, TO PROMOTE HIGH ETHICAL STANDARDS AND TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH IT'S FELLOWSHIP OF BUSINESS, PROFESSIONAL & COMMUNITY LEADERS-$74,633
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA MOOREPresident-$0--
KINENE BARZINPres Elect-$0--
CARL WEBBSecretary-$0--
LARY DETITreasurer-$0--
PETER VENTURAPast Pres-$0--
RUSS CREMERDirector-$0--
JEN TOTTENDirector-$0--
BILL CORNELISONDirector-$0--
DONNA BECNELDirector-$0--
RUSS PURDOCKDirector-$0--
RICHARD BEANDirector-$0--
Filing and Contact Details

Filer

EIN
94-2477512
Phone
7079943336

Signing Officer

Name
Carl Webb
Title
Secretary
Phone
7079943336
Signed
2014-09-10
Discuss with paid preparer
Yes

Preparer

Preparer
Marlene Wentz Ea
Phone
7079952388
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

“UPON REQUEST”

Pt VI, Line 11A

“UPON REQUEST”

Form 990EZ, Part I, Line 16

“Donations 29756. Larca 0. District conference 348. Ftb fee 10. Website 154. Awards 589. Badges & engraving 247. Bank fees 24. Bus stop/signs district assembly 600. District governor's visits 546. Foundation dinner 150. Guest meals 722. Misc office supplies 282. Orientation packets/costs 68. Past presidents day 349. Pets conference 450. Po box rent 58. State registration fee 25. Flowers & gifts 27. Advertising & promotion 62. President's changeover expense 797.”

Form 990EZ, Part I, Line 20

“UNKNOWN ADJUSTMENT 835.”

Form 990EZ, Part II, Line 26

“Raffle prise money payable 506. Next years dues 2450.”

Raw XML Appendix145 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CARL WEBB
IRS990EZ/BooksInCareOfDetail/PhoneNum07079943336
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 549
IRS990EZ/BooksInCareOfDetail/USAddress/City0CLEARLAKE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095422
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0177032
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0194610
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012103
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013833
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0177032
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0194610
IRS990EZ/FundraisingGrossIncomeAmt070856
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt088466
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03030
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02477
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0176986
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0191654
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0176986
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0191654
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANA MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KINENE BARZIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARL WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LARY DETI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PETER VENTURA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RUSS CREMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEN TOTTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BILL CORNELISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DONNA BECNEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RUSS PURDOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RICHARD BEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRES ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0835
IRS990EZ/OtherExpensesTotalAmt035264
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY ASSISTANCE
IRS990EZ/PrintingPublicationsPostageAmt0145
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SERVICE TO OTHERS, TO PROMOTE HIGH ETHICAL STANDARDS AND TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH IT'S FELLOWSHIP OF BUSINESS, PROFESSIONAL & COMMUNITY LEADERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt074633
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt038799
IRS990EZ/SpecialEventsNetIncomeLossAmt032057
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt046
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02956
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035834
IRS990EZ/TotalProgramServiceExpensesAmt074633
IRS990EZ/TotalRevenueAmt049667
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0SEAFOOD BOIL
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SEE'S CANDY SALES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONATIONS 29756. LARCA 0. DISTRICT CONFERENCE 348. FTB FEE 10. WEBSITE 154. AWARDS 589. BADGES & ENGRAVING 247. BANK FEES 24. BUS STOP/SIGNS DISTRICT ASSEMBLY 600. DISTRICT GOVERNOR'S VISITS 546. FOUNDATION DINNER 150. GUEST MEALS 722. MISC OFFICE SUPPLIES 282. ORIENTATION PACKETS/COSTS 68. PAST PRESIDENTS DAY 349. PETS CONFERENCE 450. PO BOX RENT 58. STATE REGISTRATION FEE 25. FLOWERS & GIFTS 27. ADVERTISING & PROMOTION 62. PRESIDENT'S CHANGEOVER EXPENSE 797.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNKNOWN ADJUSTMENT 835.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RAFFLE PRISE MONEY PAYABLE 506. NEXT YEARS DUES 2450.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL WEBB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07079943336
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL CLEARLAKE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0942477512
ReturnHeader/Filer/PhoneNum07079943336
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 549
ReturnHeader/Filer/USAddress/City0CLEARLAKE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095422
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MARLENE WENTZ EA & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1015332 LAKESHORE DR/PO BOX 1679
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CLEARLAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0954221679
ReturnHeader/PreparerPersonGrp/PhoneNum07079952388
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLENE WENTZ EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-30T14:11:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$194,610
Liabilities
$2,956
Net assets
$191,654
Revenue
$49,667
Expenses
$35,834
Net income
$13,833
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.62$0.01$2.61$0.60$0.65$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.68$0.59$0.60$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.71$0.01$2.69$0.65$0.44$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.49$0.02$2.47$0.52$0.72$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.68$0.01$2.67$1.05$0.71$0.34
2019Detailed filing. Detailed filing data is available for this year.$2.33$0.01$2.32$0.28$0.54$0.26
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.05$2.54$0.73$0.56$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.56$0.45$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.26$0.63$0.52$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.30$2.30$0.36$0.14$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.03$1.92$0.50$0.36$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$0.47$0.33$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.00$1.63$0.30$0.24$0.05
2011Summary only. Only limited summary data is available for this year.$1.60$0.00$1.59$0.60$0.58$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits