Rotary International Sunnyvale Rotary Club

990EZ • Fiscal year 2016 • EIN 94-6104063

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 26, 2016

Organization Profile N/A

510 South Mathilda Ave Rm/Ste Ste 6Sunnyvale, CA 94086

(408) 736-0777

Siviq Scores

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

No value available

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

Source year 2016

No value available

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

Source year 2016

5.7%

Higher net margin than 57% of similar nonprofits.

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

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

5.6%

Faster asset growth than 60% of similar nonprofits.

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

0.6%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$62,638

Up $3,308 (+5.6%) from 2015

Net Assets

$62,638

No earlier filing loaded for comparison.

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin57th percentile

Revenue

$62,278

Up $386 (+0.6%) from 2015

Expenses

$58,720

Up $2,009 (+3.5%) from 2015

Net Income

Down

$3,558

Down $1,623 (-31%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

Highlighted filing

2016

Assets$62,638

Liabilities-

Net Assets$62,638

Open 2016 Filing

Operations Trend

Revenue Growth52nd percentile

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

Highlighted filing

2016

Revenue$62,278

Expenses$58,720

Net Income$3,558

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Oct 26, 2016
Return Version: 2015v2.1
Gross Receipts: $79,313

Mission and Program Overview

Mission

To provide assistance to the needy, educational and community organizations.

Program Services

Description	Grants	Expenses
GRANT IS TO SUPPLEMENT ORGANIZATIONS'S ASSISTANCE TO THE NEEDY	-	-

Compensation and Service Providers

Top Officer Pay85th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MICHAEL SHUM	President	-	$0	-	-
NANCY SMITH	Secretary	-	$0	-	-
ALFRED D PANETTA	Treasurer	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Misc Fund Raise	$18,432	$18,432	$17,035	$1,397
Total Events	$18,432	$18,432	$17,035	$1,397

Filing and Contact Details

Filer

Filer Name: Rotary International
EIN: 94-6104063
Phone: 4087360777
Address: 510 SOUTH MATHILDA AVE RM/STE STE 6, SUNNYVALE, CA 94086

Signing Officer

Name: Alfred D Panetta
Title: Treasurer
Phone: 4087360777
Signed: 2016-10-26

Preparer

Firm: Alfred D Panetta CPA
Address: 510 S MATHILDA AVE STE 6, SUNNYVALE, CA 94086-7609
Preparer: Alfred D Panetta CPA
Phone: 4087360777

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Lunch revenue 36,465 total 36,465”

Form 990-ez, Part I, Line 16

“Expenses lunch expense 40,979 dues 7,238 district assembly 415 website 647 bank charges 1,041 supplies 2,725 speaker expense 531 international confernce 3,500 vocational expense 250 pets conference 450 interact expense 88 youth services expense 856 total 58,720”

Form 990-ez, Part I, Line 20

“Accounts receivable adjustment 0”

Form 990-ez, Part II, Line 24

“Accounts receivable 16,233 18,748 2,203 2,203 less accumulated depreciation 2,203 2,203 total 16,233 18,748”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 250 0”

Form 990-ez, Part III

“To provide assistance to the needy, educational and community organizations.”

Form 990-ez, Part III, Line 31

“Grant is to supplement organizations's assistance to the needy”

Raw XML Appendix122 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	ALFRED D PANETTA CPA
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt	0	ALFRED D PANETTA CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4087360777
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	510 S MATHILDA AVE STE 6
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt	0	510 S MATHILDA AVE STE 6
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	SUNNYVALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	94086
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	43097
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	43890
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	3558
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	59330
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	62638
IRS990EZ/FundraisingGrossIncomeAmt	0	18432
IRS990EZ/GrossReceiptsAmt	0	79313
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	34
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	24382
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	59080
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	62638
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	59080
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	62638
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	MICHAEL SHUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	NANCY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	ALFRED D PANETTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	16233
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	18748
IRS990EZ/OtherExpensesTotalAmt	0	58720
IRS990EZ/OtherRevenueTotalAmt	0	36465
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TO PROVIDE ASSISTANCE TO THE NEEDY, EDUCATIONAL AND COMMUNITY ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	GRANT IS TO SUPPLEMENT ORGANIZATIONS'S ASSISTANCE TO THE NEEDY
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	17035
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	1397
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	250
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	58720
IRS990EZ/TotalRevenueAmt	0	62278
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	17035
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	MISC FUND RAISE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	18432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	18432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	18432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	18432
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	1397
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	17035
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	17035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	LUNCH REVENUE 36,465 TOTAL 36,465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES LUNCH EXPENSE 40,979 DUES 7,238 DISTRICT ASSEMBLY 415 WEBSITE 647 BANK CHARGES 1,041 SUPPLIES 2,725 SPEAKER EXPENSE 531 INTERNATIONAL CONFERNCE 3,500 VOCATIONAL EXPENSE 250 PETS CONFERENCE 450 INTERACT EXPENSE 88 YOUTH SERVICES EXPENSE 856 TOTAL 58,720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACCOUNTS RECEIVABLE ADJUSTMENT 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	ACCOUNTS RECEIVABLE 16,233 18,748 2,203 2,203 LESS ACCUMULATED DEPRECIATION 2,203 2,203 TOTAL 16,233 18,748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 250 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	TO PROVIDE ASSISTANCE TO THE NEEDY, EDUCATIONAL AND COMMUNITY ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	GRANT IS TO SUPPLEMENT ORGANIZATIONS'S ASSISTANCE TO THE NEEDY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ALFRED D PANETTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4087360777
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	SUNNYVALE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt	0	ROTA
ReturnHeader/Filer/EIN	0	946104063
ReturnHeader/Filer/PhoneNum	0	4087360777
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	510 SOUTH MATHILDA AVE RM/STE STE 6
ReturnHeader/Filer/USAddress/CityNm	0	SUNNYVALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	94086
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	770134462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ALFRED D PANETTA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	510 S MATHILDA AVE STE 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SUNNYVALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	940867609
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4087360777
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ALFRED D PANETTA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2016-10-26T17:28:54-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

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: $62,638
Liabilities: -
Net assets: $62,638
Revenue: $62,278
Expenses: $58,720
Net income: $3,558

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$16.9	$1.58	$15.3	$74.5	$77.6	$3.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$24.5	$2.30	$22.2	$64.8	$83.1	$18.3
2023Detailed filing. Detailed filing data is available for this year.	$53.1	$2.45	$50.7	$88.8	$79.5	$9.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$50.6	$3.25	$47.4	$66.9	$58.9	$8.03
2021Summary only. Only limited summary data is available for this year.	$41.8	$0.00		$24.8	$27.4	$2.60
2020Summary only. Only limited summary data is available for this year.	$44.4	$0.00		$39.2	$54.4	$15.2
2019Detailed filing. Detailed filing data is available for this year.	$60.8	$1.20	$59.6	$48.2	$55.9	$7.68
2018Detailed filing. Detailed filing data is available for this year.	$70.2	$4.95	$65.3	$53.4	$47.0	$6.34
2017Detailed filing. Detailed filing data is available for this year.	$63.5		$63.5	$46.1	$42.9	$3.21
2016Detailed filing. Detailed filing data is available for this year.	$62.6		$62.6	$62.3	$58.7	$3.56
2015Summary only. Only limited summary data is available for this year.	$59.3	$0.25		$61.9	$56.7	$5.18
2014Summary only. Only limited summary data is available for this year.	$55.0	$0.00		$60.2	$57.2	$3.03
2013Summary only. Only limited summary data is available for this year.	$53.7	$0.00		$51.1	$50.1	$1.01
2012Summary only. Only limited summary data is available for this year.	$52.7	$0.00		$44.3	$50.9	$6.61