Civic Intelligence

Fortuna Rotary - Rotary Intl

990EZ • Fiscal year 2016 • EIN 94-6073029

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 08, 2016

PO Box 1002Fortuna, CA 95540

(707) 725-4442

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

83rd percentile

24%

Higher net margin than 83% 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

87th percentile

36%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

82nd percentile

24%

Faster revenue growth than 82% of similar nonprofits.

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

Assets

Up

$16,600

Up $4,367 (+36%) from 2015

Net Assets

$16,600

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$18,565

Up $3,612 (+24%) from 2015

Expenses

Down

$14,198

Down $3,006 (-17%) from 2015

Net Income

Up

$4,367

Up $6,618 (+294%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $235,502Liabilities 2012: $4,1722012Assets 2013: $228,782Liabilities 2013: $1252013Assets 2014: $14,771Liabilities 2014: $285Net Assets 2014: $14,4862014Assets 2015: $12,233Liabilities 2015: $02015Assets 2016: $16,600Net Assets 2016: $16,6002016Assets 2017: $13,446Liabilities 2017: $146Net Assets 2017: $13,3002017Assets 2022: $18,492Liabilities 2022: $1,049Net Assets 2022: $17,4432022Assets 2023: $14,731Liabilities 2023: $1,209Net Assets 2023: $13,5222023Assets 2024: $19,349Liabilities 2024: $1,500Net Assets 2024: $17,8492024Assets 2025: $20,717Liabilities 2025: $1,965Net Assets 2025: $18,7522025

Highlighted filing

2016

Assets$16,600
Liabilities-
Net Assets$16,600

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $54,507Expenses 2012: $52,436Net Income 2012: $2,0712012Revenue 2013: $43,772Expenses 2013: $55,161Net Income 2013: -$11,3892013Revenue 2014: $14,760Expenses 2014: $15,565Net Income 2014: -$8052014Revenue 2015: $14,953Expenses 2015: $17,204Net Income 2015: -$2,2512015Revenue 2016: $18,565Expenses 2016: $14,198Net Income 2016: $4,3672016Revenue 2017: $14,915Expenses 2017: $18,215Net Income 2017: -$3,3002017Revenue 2022: $15,462Expenses 2022: $8,065Net Income 2022: $7,3972022Revenue 2023: $24,514Expenses 2023: $28,435Net Income 2023: -$3,9212023Revenue 2024: $26,844Expenses 2024: $22,517Net Income 2024: $4,3272024Revenue 2025: $29,993Expenses 2025: $29,090Net Income 2025: $9032025

Highlighted filing

2016

Revenue$18,565
Expenses$14,198
Net Income$4,367
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 8, 2016
Return Version
2015v2.0
Gross Receipts
$18,565
Mission and Program Overview

Mission

Serving and assisting with community needs

Program Services

DescriptionGrantsExpenses
SERVING THE COMMUNITY WITH ITS NEEDS$14,198-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J MICHAEL BROWNPresident-$0--
DENNIS ABSHIREDirector-$0--
Lisa HummelSecretary-$0--
DAVID SOMERVILLETreasurer-$0--
PATRICK WITCHURCHDirector-$0--
LON WINBURNDirector-$0--
DAVID MORRISDirector-$0--
TRINA POCKETDirector-$0--
KEVIN JOHNSONDirector-$0--
ALLAN BAIRDDirector-$0--
CHRIS BRANNANDirector-$0--
LEONARD WHITCHURCHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fortuna Rotary - Rotary Intl
EIN
94-6073029
Phone
7077254442
Address
PO Box 1002, Fortuna, CA 95540

Signing Officer

Name
J Michael Brown
Title
President
Signed
2016-11-08
Discuss with paid preparer
Yes

Preparer

Firm
AndersonLucasSomervilleEtal
Address
1338 Main Street, Fortuna, CA 95540
Preparer
David A Somerville
Phone
7077254442
Supplemental Narrative

Additional Explanations

Other Revenue.1

Fines $4171

Other Revenue.2

Miscellaneous Income $2125

Other Revenue.3

Drawings $416

Other Revenue.4

Birthday & Anniversaries $288

Other Revenue.5

Early Leavers $48

Other Revenue.7

Interact Dessert Auction $-1055

Other Expenses.1

Dues $5312

Other Expenses.2

Service Projects $3412

Other Expenses.3

Miscellaneous expense $1174

Other Expenses.4

P E T S $780

Other Expenses.5

SUPPLIES $749

Other Expenses.6

District conference / Govenor $727

Other Expenses.7

Guest Lunch $497

Other Expenses.9

Chili cookoff $178

Other Expenses.10

Foundation Exp/Dinner $160

Other Expenses.11

Public Relations and Website $144

Other Expenses.12

President Fund $45

Other Expenses.13

Weekly Meeting Expenses $24

Other Expenses.14

Scholarship expense $16

Other Assets.1003

Machinery and Equipment - Beginning $4036 Machinery and Equipment - Ending $4036

Other Assets.1005

Accounts Receivable - Beginning $710 Accounts Receivable - Ending $640

Other Assets.1009

Notes and Loans Receivable - Beginning $2452 Notes and Loans Receivable - Ending $876

Raw XML Appendix181 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/OfficerDirectorTrusteeEmplGrp/PersonNm0J MICHAEL BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENNIS ABSHIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa Hummel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID SOMERVILLE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TRINA POCKET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KEVIN JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ALLAN BAIRD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LEONARD WHITCHURCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
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IRS990EZ/PrintingPublicationsPostageAmt0415
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt014198
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fines $4171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Miscellaneous Income $2125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Drawings $416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Birthday & Anniversaries $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Early Leavers $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Interact Dessert Auction $-1055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Dues $5312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Service Projects $3412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous expense $1174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9P E T S $780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SUPPLIES $749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11District conference / Govenor $727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Guest Lunch $497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Chili cookoff $178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Foundation Exp/Dinner $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Public Relations and Website $144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16President Fund $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Weekly Meeting Expenses $24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Scholarship expense $16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Machinery and Equipment - Beginning $4036 Machinery and Equipment - Ending $4036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Accounts Receivable - Beginning $710 Accounts Receivable - Ending $640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Notes and Loans Receivable - Beginning $2452 Notes and Loans Receivable - Ending $876
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Revenue.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Revenue.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Revenue.7
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Assets.1009
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J MICHAEL BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fortuna Rotary - Rotary Intl
ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0946073029
ReturnHeader/Filer/PhoneNum07077254442
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1002
ReturnHeader/Filer/USAddress/CityNm0Fortuna
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095540
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AndersonLucasSomervilleEtal
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01338 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fortuna
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095540
ReturnHeader/PreparerPersonGrp/PhoneNum07077254442
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David A Somerville
ReturnHeader/ReturnTs02016-11-08T14:35:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings