Civic Intelligence

Winters Rotary Club

990EZ • Fiscal year 2014 • EIN 94-6103453

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 23, 2015

Organization ProfileN/A
PO Box 56595694

(530) 795-3279

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

20th percentile

-12%

Higher net margin than 20% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

9th percentile

-33%

Faster asset growth than 9% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

67th percentile

8.8%

Faster revenue growth than 67% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$7,760

Down $3,902 (-33%) from 2013

Net Assets

Down

$7,760

Down $3,902 (-33%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Up

$32,039

Up $2,578 (+8.8%) from 2013

Expenses

Up

$35,941

Up $3,828 (+12%) from 2013

Net Income

Down

-$3,902

Down $1,250 (-47%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$60K$40K$20K$0Assets 2010: $14,854Net Assets 2010: $14,8542010Assets 2011: $13,849Liabilities 2011: $02011Assets 2012: $14,314Net Assets 2012: $14,3142012Assets 2013: $11,662Net Assets 2013: $11,6622013Assets 2014: $7,760Net Assets 2014: $7,7602014Assets 2015: $9,659Liabilities 2015: $46Net Assets 2015: $9,6132015Assets 2016: $8,008Liabilities 2016: $6,343Net Assets 2016: $1,6652016Assets 2017: $1Liabilities 2017: $02017Assets 2019: $13,522Liabilities 2019: $4,979Net Assets 2019: $8,5432019Assets 2020: $8,164Liabilities 2020: $5,1022020Assets 2021: $9,415Net Assets 2021: $9,4152021Assets 2022: $11,849Liabilities 2022: $02022Assets 2023: $33,645Net Assets 2023: $33,6452023Assets 2024: $38,409Liabilities 2024: $02024Assets 2025: $49,076Net Assets 2025: $49,0762025

Highlighted filing

2014

Assets$7,760
Liabilities-
Net Assets$7,760
Open 2014 Filing

Operations Trend

Revenue Growth67th percentile

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

$40K$20K$0-$20KRevenue 2010: $31,259Expenses 2010: $33,390Net Income 2010: -$2,1312010Revenue 2011: $28,608Expenses 2011: $29,613Net Income 2011: -$1,0052011Revenue 2012: $30,770Expenses 2012: $30,305Net Income 2012: $4652012Revenue 2013: $29,461Expenses 2013: $32,113Net Income 2013: -$2,6522013Revenue 2014: $32,039Expenses 2014: $35,941Net Income 2014: -$3,9022014Revenue 2015: $35,178Expenses 2015: $33,325Net Income 2015: $1,8532015Revenue 2016: $27,493Expenses 2016: $28,729Net Income 2016: -$1,2362016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2019: $26,830Expenses 2019: $25,617Net Income 2019: $1,2132019Revenue 2020: $19,474Expenses 2020: $24,955Net Income 2020: -$5,4812020Revenue 2021: $18,908Expenses 2021: $12,555Net Income 2021: $6,3532021Revenue 2022: $7,992Expenses 2022: $5,558Net Income 2022: $2,4342022Revenue 2023: $26,929Expenses 2023: $5,133Net Income 2023: $21,7962023Revenue 2024: $14,463Expenses 2024: $9,699Net Income 2024: $4,7642024Revenue 2025: $20,006Expenses 2025: $9,339Net Income 2025: $10,6672025

Highlighted filing

2014

Revenue$32,039
Expenses$35,941
Net Income-$3,902
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 23, 2015
Return Version
2013v4.0
Gross Receipts
$32,039
Mission and Program Overview

Mission

Winters rotary club is an organization of volunteers who work locally, regionally and internationally to combat hunger, improve health and sanitation, provide education and on the job training, promote peace and improve the community and world they live in.

Program Services

DescriptionGrantsExpenses
WINTERS ROTARY HAS ACHIEVED ALL THE GOALS SET FORTH IN OUR MISSION STATEMENT$35,941-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY BERTAGNOLLIPresident-$0--
SHIRLEY HAILEYDirector-$0--
JOE TROTTERVice President-$0--
VIONA HAGUESecretary-$0--
MIKE SEBASTIANTreasurer-$0--
LARRY JUSTUSDirector-$0--
BILL HAILEYDirector-$0--
Filing and Contact Details

Filer

EIN
94-6103453
Phone
5307953279

Signing Officer

Name
Gary Bertagnolli
Title
CPA
Signed
2015-04-23
Discuss with paid preparer
Yes

Preparer

Preparer
John M Martin
Phone
5306623911
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $225”

Other Expenses.1007

“Conferences, Conventions, and Meetings $485”

Other Expenses.1

“CLUB MEAL COSTS $19894”

Other Expenses.2

“CLUB EVENT COSTS $10197”

Other Expenses.3

“Awards & recognition $254”

Other Expenses.4

“SUPPLIES $198”

Other Expenses.5

“Membership development $146”

Raw XML Appendix127 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/PersonNm0MIKE SEBASTIAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05307952329
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 565
IRS990EZ/BooksInCareOfDetail/USAddress/City0WINTERS
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0956940565
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011662
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07760
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3902
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011662
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07760
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03742
IRS990EZ/GrossReceiptsAmt032039
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt032039
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011662
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07760
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011662
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07760
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY BERTAGNOLLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHIRLEY HAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOE TROTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VIONA HAGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MIKE SEBASTIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LARRY JUSTUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BILL HAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031399
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WINTERS ROTARY CLUB IS AN ORGANIZATION OF VOLUNTEERS WHO WORK LOCALLY, REGIONALLY AND INTERNATIONALLY TO COMBAT HUNGER, IMPROVE HEALTH AND SANITATION, PROVIDE EDUCATION AND ON THE JOB TRAINING, PROMOTE PEACE AND IMPROVE THE COMMUNITY AND WORLD THEY LIVE IN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WINTERS ROTARY HAS ACHIEVED ALL THE GOALS SET FORTH IN OUR MISSION STATEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035941
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035941
IRS990EZ/TotalProgramServiceExpensesAmt035941
IRS990EZ/TotalRevenueAmt032039
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLUB MEAL COSTS $19894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLUB EVENT COSTS $10197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AWARDS & RECOGNITION $254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERSHIP DEVELOPMENT $146
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY BERTAGNOLLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10WINTERS ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0WINT
ReturnHeader/Filer/EIN0946103453
ReturnHeader/Filer/PhoneNum05307953279
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 565
ReturnHeader/Filer/USAddress/City0WINTERS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095694
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Landucci Bick Matter Johnston & Martin LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101100 Main Street Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Woodland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095695
ReturnHeader/PreparerPersonGrp/PhoneNum05306623911
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M MARTIN
ReturnHeader/ReturnTs02015-04-23T16:39:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,760
Liabilities
-
Net assets
$7,760
Revenue
$32,039
Expenses
$35,941
Net income
-$3,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.1$49.1$20.0$9.34$10.7
2024Summary only. Only limited summary data is available for this year.$38.4$0.00$14.5$9.70$4.76
2023Detailed filing. Detailed filing data is available for this year.$33.6$33.6$26.9$5.13$21.8
2022Summary only. Only limited summary data is available for this year.$11.8$0.00$7.99$5.56$2.43
2021Detailed filing. Detailed filing data is available for this year.$9.42$9.42$18.9$12.6$6.35
2020Summary only. Only limited summary data is available for this year.$8.16$5.10$19.5$25.0$5.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$4.98$8.54$26.8$25.6$1.21
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$8.01$6.34$1.67$27.5$28.7$1.24
2015Detailed filing. Detailed filing data is available for this year.$9.66$0.05$9.61$35.2$33.3$1.85
2014Detailed filing. Detailed filing data is available for this year.$7.76$7.76$32.0$35.9$3.90
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$11.7$29.5$32.1$2.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$14.3$30.8$30.3$0.47
2011Summary only. Only limited summary data is available for this year.$13.8$0.00$28.6$29.6$1.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$14.9$31.3$33.4$2.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits