Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 94-6076549

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 30, 2015

Organization ProfileN/A
7020 Havenhurst DriveSacramento, CA 95831

(916) 441-6362

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

15th percentile

-18%

Higher net margin than 15% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

12th percentile

-28%

Faster asset growth than 12% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-33%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$8,498

Down $3,244 (-28%) from 2014

Net Assets

$8,498

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin15th percentile

Revenue

Down

$17,574

Down $8,464 (-33%) from 2014

Expenses

Down

$20,818

Down $5,454 (-21%) from 2014

Net Income

Down

-$3,244

Down $3,010 (-1286%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$15K$10K$5.0K$0Assets 2011: $6,060Liabilities 2011: $02011Assets 2012: $7,030Liabilities 2012: $02012Assets 2013: $11,976Liabilities 2013: $02013Assets 2014: $11,742Liabilities 2014: $02014Assets 2015: $8,498Liabilities 2015: $0Net Assets 2015: $8,4982015Assets 2016: $7,895Liabilities 2016: $0Net Assets 2016: $7,8952016

Highlighted filing

2015

Assets$8,498
Liabilities$0
Net Assets$8,498
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

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

$40K$20K$0-$20KRevenue 2011: $36,858Expenses 2011: $36,812Net Income 2011: $462011Revenue 2012: $30,402Expenses 2012: $29,432Net Income 2012: $9702012Revenue 2013: $31,283Expenses 2013: $26,337Net Income 2013: $4,9462013Revenue 2014: $26,038Expenses 2014: $26,272Net Income 2014: -$2342014Revenue 2015: $17,574Expenses 2015: $20,818Net Income 2015: -$3,2442015Revenue 2016: $18,309Expenses 2016: $18,912Net Income 2016: -$6032016

Highlighted filing

2015

Revenue$17,574
Expenses$20,818
Net Income-$3,244
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 30, 2015
Return Version
2014v5.0
Gross Receipts
$17,574
Mission and Program Overview

Mission

Provide on-going service to local, state, national and international community in the form of activities and/or money

Program Services

DescriptionGrantsExpenses
PROVIDE ON-GOING SERVICE TO LOCAL, STATE, NATIONAL AND INTERNATIONAL COMMUNITY IN THE FORM OF ACTIVITIES AND/OR MONEY$0$0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA PICOTPresident-$0--
BARRY HOGANPresident Elect-$0--
CRAIG STEVENSONImmediate Past President-$0--
BARBARA TRACYSecretary-$0--
J R SPRINGERDirector-$0--
MICHAEL DI GRAZIADirector-$0--
ANNE HASBROOK-SMITHDirector-$0--
JAMES TRACYTreasurer-$0--
KRYSIA FALLTRICKDirector-$0--
WILLIAM HOOVERDirector-$0--
DAVID LAMBROSFoundation Chair-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of South Sacramento
EIN
94-6076549
Phone
9164416362
Address
7020 HAVENHURST DRIVE, SACRAMENTO, CA 95831

Signing Officer

Name
Jim Tracy
Title
Treasurer
Phone
9164416362
Signed
2015-09-30

Preparer

Firm
PORTERFIELD & CO CPA'S
Address
P O BOX 1144, FOLSOM, CA 95763-1144
Preparer
Dorothy L Lombard
Phone
9163531333
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: gross receipts. Amount: 3,578.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: meals. Amount: 8,653. Description: club operation. Amount: 11,665. Total to form 990-ez, line 16: 20,318.”

Raw XML Appendix154 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREA PICOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARRY HOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CRAIG STEVENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARBARA TRACY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4J R SPRINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL DI GRAZIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANNE HASBROOK-SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAMES TRACY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KRYSIA FALLTRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9WILLIAM HOOVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DAVID LAMBROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10FOUNDATION CHAIR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt020318
IRS990EZ/OtherRevenueTotalAmt03578
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ON-GOING SERVICE TO LOCAL, STATE, NATIONAL AND INTERNATIONAL COMMUNITY IN THE FORM OF ACTIVITIES AND/OR MONEY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ON-GOING SERVICE TO LOCAL, STATE, NATIONAL AND INTERNATIONAL COMMUNITY IN THE FORM OF ACTIVITIES AND/OR MONEY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt017574
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: GROSS RECEIPTS. AMOUNT: 3,578.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEALS. AMOUNT: 8,653. DESCRIPTION: CLUB OPERATION. AMOUNT: 11,665. TOTAL TO FORM 990-EZ, LINE 16: 20,318.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM TRACY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09164416362
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF SOUTH SACRAMENTO
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0946076549
ReturnHeader/Filer/PhoneNum09164416362
ReturnHeader/Filer/USAddress/AddressLine1Txt07020 HAVENHURST DRIVE
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095831
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941647147
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PORTERFIELD & CO CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 1144
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOLSOM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0957631144
ReturnHeader/PreparerPersonGrp/PhoneNum09163531333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOROTHY L LOMBARD
ReturnHeader/ReturnTs02015-09-30T16:20:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,498
Liabilities
$0
Net assets
$8,498
Revenue
$17,574
Expenses
$20,818
Net income
-$3,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$18.3$18.9$0.60
2015Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$17.6$20.8$3.24
2014Summary only. Only limited summary data is available for this year.$11.7$0.00$26.0$26.3$0.23
2013Summary only. Only limited summary data is available for this year.$12.0$0.00$31.3$26.3$4.95
2012Summary only. Only limited summary data is available for this year.$7.03$0.00$30.4$29.4$0.97
2011Summary only. Only limited summary data is available for this year.$6.06$0.00$36.9$36.8$0.05