Civic Intelligence

Rotary Club of San Jose Eastevergreen

990EZ • Fiscal year 2016 • EIN 94-2697304

Jul 01, 2015 to Jun 30, 2016 • Filed on May 09, 2017

Organization ProfileN/A
C/o Sara Calkins 3433 Glamorgan CtSan Jose, CA 95127-2722

(408) 426-4646

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.01x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

64th percentile

9.2%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

67th percentile

9.0%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

70th percentile

11%

Faster revenue growth than 70% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$20,417

Up $1,694 (+9.0%) from 2015

Net Assets

$20,206

No earlier filing loaded for comparison.

Liabilities

Down

$211

Down $1,470 (-87%) from 2015

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin64th percentile

Revenue

Up

$34,432

Up $3,367 (+11%) from 2015

Expenses

Up

$31,268

Up $2,492 (+8.7%) from 2015

Net Income

Up

$3,164

Up $875 (+38%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$30K$20K$10K$0Assets 2012: $8,160Liabilities 2012: $3002012Assets 2013: $11,641Liabilities 2013: $2,1762013Assets 2014: $15,594Liabilities 2014: $8412014Assets 2015: $18,723Liabilities 2015: $1,6812015Assets 2016: $20,417Liabilities 2016: $211Net Assets 2016: $20,2062016Assets 2017: $17,790Liabilities 2017: $211Net Assets 2017: $17,5792017

Highlighted filing

2016

Assets$20,417
Liabilities$211
Net Assets$20,206
Open 2016 Filing

Operations Trend

Revenue Growth70th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $26,718Expenses 2012: $18,303Net Income 2012: $8,4152012Revenue 2013: $22,445Expenses 2013: $20,840Net Income 2013: $1,6052013Revenue 2014: $27,672Expenses 2014: $22,384Net Income 2014: $5,2882014Revenue 2015: $31,065Expenses 2015: $28,776Net Income 2015: $2,2892015Revenue 2016: $34,432Expenses 2016: $31,268Net Income 2016: $3,1642016Revenue 2017: $41,650Expenses 2017: $44,277Net Income 2017: -$2,6272017

Highlighted filing

2016

Revenue$34,432
Expenses$31,268
Net Income$3,164
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 9, 2017
Return Version
2015v3.0
Gross Receipts
$34,432
Mission and Program Overview

Mission

Helping Communities In & Out Of The Country

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP'S TO HIGH SCHOOL STUDENTS-$9,500
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT IZATPresident-$0--
SARA CALKINSSecretary-$0--
MARCELA DUSTRUDTreasurerPT$0--
RUTH ASHFORDVice-President-$0--
JOY ENGSTROMDirector Community Service-$0--
NICK LEONDirector Youth Service-$0--
RICHARD DORSAYDirector International Service-$0--
YOLLETTE MERRITTDirector Vocational Service-$0--
Filing and Contact Details

Filer

Filer Name
The Rotary Club of San Jose EastEvergreen
EIN
94-2697304
Phone
4084264646
Address
C/o Sara Calkins 3433 Glamorgan Ct, San Jose, CA 95127-2722

Signing Officer

Name
Sara Calkins
Title
Secretary
Phone
4084264646
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Karen A Hahn CPA CVA
Address
500 E Calaveras Blvd Ste 333, Milpitas, CA 95035
Preparer
Karen Hahn CPA Cva Mst
Phone
4082638888
Supplemental Narrative

Additional Explanations

Other

“Party 1 Line 8 Other Revenue”

Other

“Lunch Paid by Members $3905”

Other

“Members Happy 5s 660”

Other

“Miscellaneous 12005”

Other

“Total $16,570”

Form 990EZ, Part I, Line 8

“Lunch Paid By Members 3905.”

Form 990EZ, Part I, Line 8

“Members Happy 5's 660.”

Form 990EZ, Part I, Line 8

“Miscellaneous 12005.”

Form 990EZ, Part I, Line 16

“Club Expenses & Operations 1045.”

Form 990EZ, Part I, Line 16

“Cost Of Lunches 3894.”

Form 990EZ, Part I, Line 16

“District Affairs 405.”

Form 990EZ, Part I, Line 16

“District Dues 473.”

Form 990EZ, Part I, Line 16

“International Dues 955.”

Form 990EZ, Part I, Line 16

“International Services 1000.”

Form 990EZ, Part I, Line 16

“Program Expenses 22356.”

Form 990EZ, Part I, Line 16

“Youth Programs 505.”

Form 990EZ, Part II, Line 26

“Prepaid Lunches From Members 331.”

Form 990EZ, Part II, Line 26

“Prepaid Members Dues 1350.”

Raw XML Appendix159 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/PersonNm0SARA CALKINS
IRS990EZ/BooksInCareOfDetail/PhoneNum04089264646
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03433 Glamorgan Ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0951272722
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018723
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020417
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09880
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03164
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018723
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020417
IRS990EZ/FundraisingGrossIncomeAmt02557
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt034432
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05425
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017042
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020206
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017042
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020206
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
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/PersonNm0ROBERT IZAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARA CALKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARCELA DUSTRUD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RUTH ASHFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOY ENGSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NICK LEON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RICHARD DORSAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7YOLLETTE MERRITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director Community Service
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director Youth Service
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director International Service
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director Vocational Service
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030633
IRS990EZ/OtherRevenueTotalAmt016570
IRS990EZ/PrimaryExemptPurposeTxt0Helping Communities In & Out Of The Country
IRS990EZ/PrintingPublicationsPostageAmt0635
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP'S TO HIGH SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt02557
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01681
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0211
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031268
IRS990EZ/TotalProgramServiceExpensesAmt09500
IRS990EZ/TotalRevenueAmt034432
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Party 1 Line 8 Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Lunch Paid by Members $3905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members Happy 5s 660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous 12005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Total $16,570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Lunch Paid By Members 3905.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Members Happy 5's 660.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous 12005.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Club Expenses & Operations 1045.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Cost Of Lunches 3894.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10District Affairs 405.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11District Dues 473.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12International Dues 955.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13International Services 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Program Expenses 22356.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Youth Programs 505.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Prepaid Lunches From Members 331.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Prepaid Members Dues 1350.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA CALKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04084264646
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Rotary Club of San Jose EastEvergreen
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0942697304
ReturnHeader/Filer/PhoneNum04084264646
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/o Sara Calkins 3433 Glamorgan Ct
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0951272722
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Karen A Hahn CPA CVA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 E Calaveras Blvd Ste 333
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milpitas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095035
ReturnHeader/PreparerPersonGrp/PhoneNum04082638888
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN HAHN CPA CVA MST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-15T13:27:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,417
Liabilities
$211
Net assets
$20,206
Revenue
$34,432
Expenses
$31,268
Net income
$3,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$17.8$0.21$17.6$41.7$44.3$2.63
2016Detailed filing. Detailed filing data is available for this year.$20.4$0.21$20.2$34.4$31.3$3.16
2015Summary only. Only limited summary data is available for this year.$18.7$1.68$31.1$28.8$2.29
2014Summary only. Only limited summary data is available for this year.$15.6$0.84$27.7$22.4$5.29
2013Summary only. Only limited summary data is available for this year.$11.6$2.18$22.4$20.8$1.61
2012Summary only. Only limited summary data is available for this year.$8.16$0.30$26.7$18.3$8.42