Civic Intelligence

Rotary Club of San Jose Eastevergreen

990EZ • Fiscal year 2017 • EIN 94-2697304

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2018

Organization Profilewww.rotarysjee.org
16396 Shannon RdLos Gatos, CA 95032-4731

(408) 221-9605

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

28th percentile

-6.3%

Higher net margin than 28% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

22nd percentile

-13%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

21%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$17,790

Down $2,627 (-13%) from 2016

Net Assets

Down

$17,579

Down $2,627 (-13%) from 2016

Liabilities

Flat

$211

Flat from 2016

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin28th percentile

Revenue

Up

$41,650

Up $7,218 (+21%) from 2016

Expenses

Up

$44,277

Up $13,009 (+42%) from 2016

Net Income

Down

-$2,627

Down $5,791 (-183%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2017

Assets$17,790
Liabilities$211
Net Assets$17,579
Open 2017 Filing

Operations Trend

Revenue Growth80th 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

2017

Revenue$41,650
Expenses$44,277
Net Income-$2,627
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2018
Return Version
2016v3.0
Gross Receipts
$41,650
Mission and Program Overview

Mission

Helping Communities In & Out Of The Country

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP'S TO HIGH SCHOOL STUDENTS-$39,348
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA CAULKINSPresident-$0--
HARBINDER SIKKAPresident-Elect-$0--
MARIANNE EZELLTreasurerPT$0--
RAVI PATHAKSecretary-$0--
HARBINDER SIKKADirector-Club Service-$0--
ARPITA SIKKADirector-International Service-$0--
ERIC PETERSONDirector-Vocational Service-$0--
MARISA OTTODirector-Community Service-$0--
RUTH ASHFORDDirector-Youth Service-$0--
NICK LEONThe Rotary Foundation-$0--
JOY ENGSTROMMembership Chair-$0--
SARA CALKINSClub Communications-$0--
AUDREY CLARKWe Care Chair-$0--
Filing and Contact Details

Filer

Filer Name
The Rotary Club of San Jose EastEvergreen
EIN
94-2697304
Phone
4082219605
Address
16396 Shannon Rd, Los Gatos, CA 95032-4731

Signing Officer

Name
Sara Caulkins
Title
President
Phone
4082219605
Signed
2018-11-14
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

Pt III, Line 31

“Other Programs Services The Calxutta Eduaction Project IN INDia, It Is A Continous Help For Young Girls, Learning Skills that will Make Them Able To Find Jobs and Better Their Lives And Their Future-----Total $ 3,500”

Form 990EZ, Part I, Line 16

“Cost Of Lunches 8706.”

Form 990EZ, Part I, Line 16

“District Dues 984.”

Form 990EZ, Part I, Line 16

“International Dues 7033.”

Form 990EZ, Part I, Line 16

“Miscellaneous 5937.”

Form 990EZ, Part I, Line 16

“Community Services 7754.”

Form 990EZ, Part I, Line 16

“Youth Programs 9375.”

Form 990EZ, Part I, Line 16

“Club Expenses & Operations 4488.”

Raw XML Appendix164 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Los Gatos
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERIC PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARISA OTTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RUTH ASHFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NICK LEON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOY ENGSTROM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12AUDREY CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director-Club Service
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director-International Service
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director-Vocational Service
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director-Community Service
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director-Youth Service
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9The Rotary Foundation
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Membership Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Club Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12We Care Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0211
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044277
IRS990EZ/TotalProgramServiceExpensesAmt039348
IRS990EZ/TotalRevenueAmt041650
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rotarysjee.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Programs Services The Calxutta Eduaction Project IN INDia, It Is A Continous Help For Young Girls, Learning Skills that will Make Them Able To Find Jobs and Better Their Lives And Their Future-----Total $ 3,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Cost Of Lunches 8706.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2District Dues 984.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3International Dues 7033.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous 5937.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Community Services 7754.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Youth Programs 9375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Club Expenses & Operations 4488.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
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ReturnHeader/Filer/PhoneNum04082219605
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milpitas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum04082638888
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN HAHN CPA CVA MST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-14T16:12:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,790
Liabilities
$211
Net assets
$17,579
Revenue
$41,650
Expenses
$44,277
Net income
-$2,627
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