Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 94-6076549

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 12, 2016

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

34th percentile

-3.3%

Higher net margin than 34% 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

29th percentile

-7.1%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

59th percentile

4.2%

Faster revenue growth than 59% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$7,895

Down $603 (-7.1%) from 2015

Net Assets

Down

$7,895

Down $603 (-7.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin34th percentile

Revenue

Up

$18,309

Up $735 (+4.2%) from 2015

Expenses

Down

$18,912

Down $1,906 (-9.2%) from 2015

Net Income

Up

-$603

Up $2,641 (+81%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2016

Assets$7,895
Liabilities$0
Net Assets$7,895
Open 2016 Filing

Operations Trend

Revenue Growth59th 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

2016

Revenue$18,309
Expenses$18,912
Net Income-$603
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 12, 2016
Return Version
2015v2.1
Gross Receipts
$18,309
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
BARRY HOGANPresident-$0--
STEVE MAUCHPresident Elect-$0--
ANDREA PICOTImmediate Past President-$0--
STEVE MAUCHSecretary-$0--
J R SPRINGERDirector-$0--
MICHAEL DI GRAZIADirector-$0--
ANNE HASBROOK-SMITHDirector-$0--
JAMES TRACYTreasurer-$0--
DAVID LAMBROSFoundation Chair-$0--
CRAIG STEVENSONDirector-$0--
KRYSIA FALLTRICKDirector-$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
2016-10-12

Preparer

Firm
Porterfield CPA Inc
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: 4,585.”

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

“Description: meals. Amount: 11,232. Description: club operation. Amount: 6,583. Total to form 990-ez, line 16: 17,815.”

Raw XML Appendix155 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES TRACY
IRS990EZ/BooksInCareOfDetail/PhoneNum09164280311
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07020 HAVENHURST DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095831
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08498
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07895
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt09349
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-603
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt07895
IRS990EZ/GrossReceiptsAmt018309
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04375
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08498
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07895
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08498
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07895
IRS990EZ/OccupancyRentUtltsAndMaintAmt0597
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARRY HOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE MAUCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREA PICOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE MAUCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4J R SPRINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL DI GRAZIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANNE HASBROOK-SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAMES TRACY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAVID LAMBROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CRAIG STEVENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KRYSIA FALLTRICK
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/TitleTxt8FOUNDATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017815
IRS990EZ/OtherRevenueTotalAmt04585
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
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018912
IRS990EZ/TotalRevenueAmt018309
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: GROSS RECEIPTS. AMOUNT: 4,585.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEALS. AMOUNT: 11,232. DESCRIPTION: CLUB OPERATION. AMOUNT: 6,583. TOTAL TO FORM 990-EZ, LINE 16: 17,815.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM TRACY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09164416362
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-12
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/PreparerFirmEIN0475545851
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PORTERFIELD CPA INC
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/ReturnTs02016-10-13T16:57:02-05:00
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
$7,895
Liabilities
$0
Net assets
$7,895
Revenue
$18,309
Expenses
$18,912
Net income
-$603
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • <$500k nonprofits