Civic Intelligence

Rotary Club of Carmel

EIN 94-6104060 • 501(c)4 • Carmel, CA

Profile

Rotary programs, community and youth services promoting the ideals of rotary.the object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster the following.first: the development of acquaintence as an opportunity for service.second: high ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each rotarians occupation as an opportunity to serve society.third: the application of the ideal of service in each rotarian's personal business and community life.fourth: the advancement of international understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal of service.

PO Box 774Carmel, CA 93921

www.rotarycarmel.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

27th percentile

-25%

Faster revenue growth than 27% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$67,695

Up $11,414 (+20%) from 2024

Liabilities

Up

$2,039

Up $193 (+10%) from 2024

Net Assets

Up

$65,656

Up $11,221 (+21%) from 2024

Revenue

Down

$73,109

Down $24,019 (-25%) from 2024

Expenses

Down

$65,083

Down $29,403 (-31%) from 2024

Net Income

Up

$8,026

Up $5,384 (+204%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2010: $38,469Net Assets 2010: $38,4692010Assets 2011: $47,316Liabilities 2011: $232Net Assets 2011: $47,0842011Assets 2012: $45,142Liabilities 2012: $02012Assets 2013: $49,451Liabilities 2013: $02013Assets 2014: $80,452Liabilities 2014: $24,8712014Assets 2015: $57,106Liabilities 2015: $3,200Net Assets 2015: $53,9062015Assets 2016: $146,664Liabilities 2016: $3,394Net Assets 2016: $143,2702016Assets 2017: $188,874Liabilities 2017: $2,893Net Assets 2017: $185,9812017Assets 2018: $163,364Liabilities 2018: $2,893Net Assets 2018: $160,4712018Assets 2019: $168,776Liabilities 2019: $2,893Net Assets 2019: $165,8832019Assets 2020: $64,452Liabilities 2020: $1,000Net Assets 2020: $63,4522020Assets 2021: $88,085Liabilities 2021: $9,690Net Assets 2021: $78,3952021Assets 2022: $134,321Liabilities 2022: $75,459Net Assets 2022: $58,8622022Assets 2023: $101,391Liabilities 2023: $49,598Net Assets 2023: $51,7932023Assets 2024: $56,281Liabilities 2024: $1,846Net Assets 2024: $54,4352024Assets 2025: $67,695Liabilities 2025: $2,039Net Assets 2025: $65,6562025

Highlighted filing

2025

Assets$67,695
Liabilities$2,039
Net Assets$65,656

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2010: $123,000Expenses 2010: $137,841Net Income 2010: -$14,8412010Revenue 2011: $132,393Expenses 2011: $123,778Net Income 2011: $8,6152011Revenue 2012: $117,784Expenses 2012: $119,726Net Income 2012: -$1,9422012Revenue 2013: $117,166Expenses 2013: $112,857Net Income 2013: $4,3092013Revenue 2014: $111,011Expenses 2014: $104,881Net Income 2014: $6,1302014Revenue 2015: $106,153Expenses 2015: $107,828Net Income 2015: -$1,6752015Revenue 2016: $230,207Expenses 2016: $140,843Net Income 2016: $89,3642016Revenue 2017: $145,902Expenses 2017: $103,191Net Income 2017: $42,7112017Revenue 2018: $112,355Expenses 2018: $137,865Net Income 2018: -$25,5102018Revenue 2019: $101,928Expenses 2019: $96,516Net Income 2019: $5,4122019Revenue 2020: $78,437Expenses 2020: $180,868Net Income 2020: -$102,4312020Revenue 2021: $36,356Expenses 2021: $21,413Net Income 2021: $14,9432021Revenue 2022: $73,465Expenses 2022: $92,998Net Income 2022: -$19,5332022Revenue 2023: $97,148Expenses 2023: $104,217Net Income 2023: -$7,0692023Revenue 2024: $97,128Expenses 2024: $94,486Net Income 2024: $2,6422024Revenue 2025: $73,109Expenses 2025: $65,083Net Income 2025: $8,0262025

Highlighted filing

2025

Revenue$73,109
Expenses$65,083
Net Income$8,026

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.68$0.02$0.66$0.73$0.65$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.02$0.54$0.97$0.94$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.50$0.52$0.97$1.04$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.75$0.59$0.73$0.93$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.10$0.78$0.36$0.21$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.01$0.63$0.78$1.81$1.02
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.03$1.66$1.02$0.97$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.03$1.60$1.12$1.38$0.26
2017Detailed filing. Detailed filing data is available for this year.$1.89$0.03$1.86$1.46$1.03$0.43
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.03$1.43$2.30$1.41$0.89
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.03$0.54$1.06$1.08$0.02
2014Summary only. Only limited summary data is available for this year.$0.80$0.25$1.11$1.05$0.06
2013Summary only. Only limited summary data is available for this year.$0.49$0.00$1.17$1.13$0.04
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$1.18$1.20$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$1.32$1.24$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.38$1.23$1.38$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$73,109
Mission and Program Overview

Mission

Rotary programs, community and youth services promoting the ideals of rotary.the object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster the following.first: the development of acquaintence as an opportunity for service.second: high ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each rotarians occupation as an opportunity to serve society.third: the application of the ideal of service in each rotarian's personal business and community life.fourth: the advancement of international understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal of service.

Program Services

DescriptionGrantsExpenses
ROTARY PROGRAMS, COMMUNITY AND YOUTH SERVICES PROMOTING THE IDEALS OF ROTARY.-$65,083
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK GRANDCOLASPresident-$0--
DEANNA ROSSISecretary-$0--
LARRY CHAZENTreasurer-$0--
GEOFF ARNOLDPast President-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Carmel
EIN
94-6104060
Phone
8315214423
Address
PO BOX 774, CARMEL, CA 93921

Signing Officer

Name
Larry Chazen
Title
Treasurer
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Tansill & Lund CPAs
Address
706 Forest Ave, Pacific Grove, CA 93950
Preparer
Marcus a Lund CPA
Phone
8316431040
Supplemental Narrative

Additional Explanations

Other Expenses.1003

Information Technology $195

Other Expenses.1012

Insurance $350

Other Expenses.1

MEALS $46190

Other Expenses.2

DUES - ROTARY INTL $5710

Other Expenses.3

DUES - DISTRICT $3535

Other Expenses.4

Club member awards/pins $926

Other Expenses.5

SUPPLIES $794

Other Expenses.6

Dues & subscriptions $370

Other Expenses.7

WEBSITE EXPENSE $289

Other Expenses.9

BANK FEES $67

Other Expenses.10

TAXES & LICENSES $50

Other Assets.1009

Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $78

Other Assets.1

RANCHO CIELO CAR PROJECT - Beginning $1596 RANCHO CIELO CAR PROJECT - Ending $1908

Total Liabilities.1

- Beginning $0 - Ending $0

Total Liabilities.2

- Beginning $0 - Ending $0

Total Liabilities.3

- Beginning $0 - Ending $0

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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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