Civic Intelligence

Rotary International Clearlake Rotary Club

EIN 94-2477512 • 501(c)4 • Clearlake, CA

Profile

COMMUNITY ASSISTANCE

PO Box 549Clearlake, CA 95422

n/A

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

31st percentile

-8.9%

Higher net margin than 31% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

48th percentile

-2.4%

Faster asset growth than 48% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

1.6%

Faster revenue growth than 55% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$262,255

Down $6,316 (-2.4%) from 2023

Liabilities

Up

$851

Up $680 (+398%) from 2023

Net Assets

Down

$261,404

Down $6,996 (-2.6%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin31st percentile

Revenue

Up

$60,027

Up $972 (+1.6%) from 2023

Expenses

Up

$65,386

Up $5,312 (+8.8%) from 2023

Net Income

Down

-$5,359

Down $4,340 (-426%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$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

2024

Assets$262,255
Liabilities$851
Net Assets$261,404
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$60,027
Expenses$65,386
Net Income-$5,359
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$262,255
Liabilities
$851
Net assets
$261,404
Revenue
$60,027
Expenses
$65,386
Net income
-$5,359
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 17, 2024
Return Version
2023v5.1
Gross Receipts
$75,691
Mission and Program Overview

Mission

COMMUNITY ASSISTANCE

Program Services

DescriptionGrantsExpenses
TO PROVIDE SERVICE TO OTHERS, TO PROMOTE HIGH ETHICAL STANDARDSAND TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACETHROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL & COMMUNITY LEADERS$0$50,809
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELENA WELSHPresident-$0--
KEITH AHARTTreasurer-$0--
KINENE BARZINSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Seafood Boil----
Sees Candy Sales----
Filing and Contact Details

Filer

Filer Name
Rotary International Clearlake Rotary Club
EIN
94-2477512
Phone
7079946035
Address
PO BOX 549, CLEARLAKE, CA 95422

Signing Officer

Name
Keith Ahart
Title
Treasurer
Phone
7079946035
Signed
2024-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Marlene Wentz Ea & Associates Inc
Address
15332 LAKESHORE DR/PO BOX 1679, CLEARLAKE, CA 95422
Preparer
Marlene Wentz EA
Phone
7079952388
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“DONATIONS 50809.”

Form 990EZ, Part I, Line 16

“Club account expenses 11192.”

Form 990EZ, Part I, Line 16

“DISTRICT EXPENSES 3385.”

Form 990EZ, Part II, Line 26

“Raffle prise money payable”

Form 990EZ, Part II, Line 26

“NEXT YEARS DUES”

Raw XML Appendix121 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/PersonNm0KEITH AHART
IRS990EZ/BooksInCareOfDetail/PhoneNum07079946035
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 549
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLEARLAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095422
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0268571
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0262255
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07156
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5359
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0268571
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0262255
IRS990EZ/FundraisingGrossIncomeAmt068535
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt075691
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0268400
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0261404
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0268400
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0261404
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HELENA WELSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEITH AHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KINENE BARZIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1637
IRS990EZ/OtherExpensesTotalAmt065386
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY ASSISTANCE
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SERVICE TO OTHERS, TO PROMOTE HIGH ETHICAL STANDARDSAND TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACETHROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL & COMMUNITY LEADERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050809
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt015664
IRS990EZ/SpecialEventsNetIncomeLossAmt052871
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0171
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0851
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065386
IRS990EZ/TotalProgramServiceExpensesAmt050809
IRS990EZ/TotalRevenueAmt060027
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SEAFOOD BOIL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SEES CANDY SALES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATIONS 50809.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLUB ACCOUNT EXPENSES 11192.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISTRICT EXPENSES 3385.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RAFFLE PRISE MONEY PAYABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NEXT YEARS DUES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH AHART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07079946035
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL CLEARLAKE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0942477512
ReturnHeader/Filer/PhoneNum07079946035
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 549
ReturnHeader/Filer/USAddress/CityNm0CLEARLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095422
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274363075
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARLENE WENTZ EA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015332 LAKESHORE DR/PO BOX 1679
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEARLAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095422
ReturnHeader/PreparerPersonGrp/PhoneNum07079952388
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marlene Wentz EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-03T14:13:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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