Civic Intelligence

Rotary International Sunnyvale Rotary Club

990EZ • Fiscal year 2018 • EIN 94-6104063

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 19, 2018

Organization ProfileN/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.

Liabilities / Assets

74th percentile

0.07x

Higher debt load relative to assets than 74% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

0.09x

Higher debt load relative to revenue than 77% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

16%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$70,238

Up $6,741 (+11%) from 2017

Net Assets

Up

$65,290

Up $1,793 (+2.8%) from 2017

Liabilities

$4,948

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin68th percentile

Revenue

Up

$53,377

Up $7,260 (+16%) from 2017

Expenses

Up

$47,038

Up $4,135 (+9.6%) from 2017

Net Income

Up

$6,339

Up $3,125 (+97%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$80K$60K$40K$20K$0Assets 2012: $52,700Liabilities 2012: $02012Assets 2013: $53,706Liabilities 2013: $02013Assets 2014: $54,987Liabilities 2014: $02014Assets 2015: $59,330Liabilities 2015: $2502015Assets 2016: $62,638Net Assets 2016: $62,6382016Assets 2017: $63,497Net Assets 2017: $63,4972017Assets 2018: $70,238Liabilities 2018: $4,948Net Assets 2018: $65,2902018Assets 2019: $60,788Liabilities 2019: $1,200Net Assets 2019: $59,5882019Assets 2020: $44,386Liabilities 2020: $02020Assets 2021: $41,783Liabilities 2021: $02021Assets 2022: $50,628Liabilities 2022: $3,253Net Assets 2022: $47,3752022Assets 2023: $53,146Liabilities 2023: $2,448Net Assets 2023: $50,6982023Assets 2024: $24,535Liabilities 2024: $2,295Net Assets 2024: $22,2402024Assets 2025: $16,854Liabilities 2025: $1,584Net Assets 2025: $15,2702025

Highlighted filing

2018

Assets$70,238
Liabilities$4,948
Net Assets$65,290
Open 2018 Filing

Operations Trend

Revenue Growth76th percentile

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

$100K$50K$0-$50KRevenue 2012: $44,285Expenses 2012: $50,899Net Income 2012: -$6,6142012Revenue 2013: $51,114Expenses 2013: $50,108Net Income 2013: $1,0062013Revenue 2014: $60,240Expenses 2014: $57,207Net Income 2014: $3,0332014Revenue 2015: $61,892Expenses 2015: $56,711Net Income 2015: $5,1812015Revenue 2016: $62,278Expenses 2016: $58,720Net Income 2016: $3,5582016Revenue 2017: $46,117Expenses 2017: $42,903Net Income 2017: $3,2142017Revenue 2018: $53,377Expenses 2018: $47,038Net Income 2018: $6,3392018Revenue 2019: $48,237Expenses 2019: $55,916Net Income 2019: -$7,6792019Revenue 2020: $39,246Expenses 2020: $54,448Net Income 2020: -$15,2022020Revenue 2021: $24,801Expenses 2021: $27,404Net Income 2021: -$2,6032021Revenue 2022: $66,918Expenses 2022: $58,893Net Income 2022: $8,0252022Revenue 2023: $88,795Expenses 2023: $79,459Net Income 2023: $9,3362023Revenue 2024: $64,805Expenses 2024: $83,115Net Income 2024: -$18,3102024Revenue 2025: $74,530Expenses 2025: $77,581Net Income 2025: -$3,0512025

Highlighted filing

2018

Revenue$53,377
Expenses$47,038
Net Income$6,339
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 19, 2018
Return Version
2017v2.3
Gross Receipts
$61,474
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
GRANT IS TO SUPPLEMENT ORGANIZATIONS'S ASSISTANCE TO THE NEEDY--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES SHOEMAKERPresident-$0--
MICHELLE LEWISSecretary-$0--
ALFRED D PANETTATreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Misc Fund Raise$15,428$15,428$8,097$7,331
Total Events$15,428$15,428$8,097$7,331
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
2018-12-19

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 26,380 total 26,380”

Form 990-ez, Part I, Line 16

“Expenses lunch expense 29,430 dues 6,051 district assembly 577 website 707 bank charges 1,571 supplies 3,195 speaker expense 583 international confernce 3,264 pets conference 890 youth service expense 20 rose parade 100 preesident fund 650 total 47,038”

Form 990-ez, Part I, Line 20

“Accounts receivable adjustment -4,546 - 0”

Form 990-ez, Part II, Line 24

“Accounts receivable 14,395 15,741 2,203 2,203 less accumulated depreciation 2,203 2,203 total 14,395 15,741”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 4,948”

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 Appendix128 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/PersonNm0ALFRED D PANETTA
IRS990EZ/BooksInCareOfDetail/PhoneNum04087360777
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03344 REGIS COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA CLARA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095051
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049102
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054497
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06339
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063497
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070238
IRS990EZ/FundraisingGrossIncomeAmt015428
IRS990EZ/GrossReceiptsAmt061474
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0497
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019169
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063497
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065290
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063497
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065290
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES SHOEMAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALFRED D PANETTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014395
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015741
IRS990EZ/OtherChangesInNetAssetsAmt0-4546
IRS990EZ/OtherExpensesTotalAmt047038
IRS990EZ/OtherRevenueTotalAmt026380
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ASSISTANCE TO THE NEEDY, EDUCATIONAL AND COMMUNITY ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANT IS TO SUPPLEMENT ORGANIZATIONS'S ASSISTANCE TO THE NEEDY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08097
IRS990EZ/SpecialEventsNetIncomeLossAmt07331
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04948
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047038
IRS990EZ/TotalRevenueAmt053377
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08097
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MISC FUND RAISE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015428
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015428
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015428
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015428
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07331
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08097
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08097
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LUNCH REVENUE 26,380 TOTAL 26,380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES LUNCH EXPENSE 29,430 DUES 6,051 DISTRICT ASSEMBLY 577 WEBSITE 707 BANK CHARGES 1,571 SUPPLIES 3,195 SPEAKER EXPENSE 583 INTERNATIONAL CONFERNCE 3,264 PETS CONFERENCE 890 YOUTH SERVICE EXPENSE 20 ROSE PARADE 100 PREESIDENT FUND 650 TOTAL 47,038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE ADJUSTMENT -4,546 - 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 14,395 15,741 2,203 2,203 LESS ACCUMULATED DEPRECIATION 2,203 2,203 TOTAL 14,395 15,741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 4,948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO PROVIDE ASSISTANCE TO THE NEEDY, EDUCATIONAL AND COMMUNITY ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GRANT IS TO SUPPLEMENT ORGANIZATIONS'S ASSISTANCE TO THE NEEDY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALFRED D PANETTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04087360777
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SUNNYVALE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0946104063
ReturnHeader/Filer/PhoneNum04087360777
ReturnHeader/Filer/USAddress/AddressLine1Txt0510 SOUTH MATHILDA AVE RM/STE STE 6
ReturnHeader/Filer/USAddress/CityNm0SUNNYVALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094086
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C53B7C58D92931FDD95E9044A7EA064FC2C9E652
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C53B7C58D92931FDD95E9044A7EA064FC2C9E652
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.244.38.18
ReturnHeader/FilingSecurityInformation/IPDt02018-12-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:47:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770134462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALFRED D PANETTA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0510 S MATHILDA AVE STE 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUNNYVALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0940867609
ReturnHeader/PreparerPersonGrp/PhoneNum04087360777
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFRED D PANETTA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-12-19T11:47:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,238
Liabilities
$4,948
Net assets
$65,290
Revenue
$53,377
Expenses
$47,038
Net income
$6,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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