Civic Intelligence

Rotary International Sunnyvale Rotary Club

990EZ • Fiscal year 2017 • EIN 94-6104063

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 06, 2017

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

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

59th percentile

7.0%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

50th percentile

1.4%

Faster asset growth than 50% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-26%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$63,497

Up $859 (+1.4%) from 2016

Net Assets

Up

$63,497

Up $859 (+1.4%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Down

$46,117

Down $16,161 (-26%) from 2016

Expenses

Down

$42,903

Down $15,817 (-27%) from 2016

Net Income

Down

$3,214

Down $344 (-9.7%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2017

Assets$63,497
Liabilities-
Net Assets$63,497
Open 2017 Filing

Operations Trend

Revenue Growth15th 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

2017

Revenue$46,117
Expenses$42,903
Net Income$3,214
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 6, 2017
Return Version
2016v3.1
Gross Receipts
$67,434
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
ELIZABETH LOPEZ-AGUADOPresident-$0--
NANCY SMITHSecretary-$0--
ALFRED D PANETTATreasurer-$0--
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
2017-04-06

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 28,157 total 28,157”

Form 990-ez, Part I, Line 16

“Expenses lunch expense 28,699 dues 7,995 website 647 bank charges 747 supplies 1,344 speaker expense 228 international confernce 250 pets conference 714 youth services expense 600 rose parade 180 membership development 25 preesident fund 1,474 total 42,903”

Form 990-ez, Part I, Line 20

“Accounts receivable adjustment -2,355 - 0”

Form 990-ez, Part II, Line 24

“Accounts receivable 18,748 14,395 2,203 2,203 less accumulated depreciation 2,203 2,203 total 18,748 14,395”

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 Appendix111 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/BOYAmt043890
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049102
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03214
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062638
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063497
IRS990EZ/FundraisingGrossIncomeAmt012760
IRS990EZ/GrossReceiptsAmt067434
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt026494
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062638
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063497
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062638
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063497
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH LOPEZ-AGUADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALFRED D PANETTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt018748
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014395
IRS990EZ/OtherChangesInNetAssetsAmt0-2355
IRS990EZ/OtherExpensesTotalAmt042903
IRS990EZ/OtherRevenueTotalAmt028157
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/SpecialEventsDirectExpensesAmt021317
IRS990EZ/SpecialEventsNetIncomeLossAmt0-8557
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042903
IRS990EZ/TotalRevenueAmt046117
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LUNCH REVENUE 28,157 TOTAL 28,157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES LUNCH EXPENSE 28,699 DUES 7,995 WEBSITE 647 BANK CHARGES 747 SUPPLIES 1,344 SPEAKER EXPENSE 228 INTERNATIONAL CONFERNCE 250 PETS CONFERENCE 714 YOUTH SERVICES EXPENSE 600 ROSE PARADE 180 MEMBERSHIP DEVELOPMENT 25 PREESIDENT FUND 1,474 TOTAL 42,903
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE ADJUSTMENT -2,355 - 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 18,748 14,395 2,203 2,203 LESS ACCUMULATED DEPRECIATION 2,203 2,203 TOTAL 18,748 14,395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROVIDE ASSISTANCE TO THE NEEDY, EDUCATIONAL AND COMMUNITY ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GRANT 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 III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALFRED D PANETTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04087360777
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-06
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/AtSubmissionCreationDeviceId030DC09EB0BFC61B37A99DBE80D840983932E7567
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId030DC09EB0BFC61B37A99DBE80D840983932E7567
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/PreparationDt02018-04-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFRED D PANETTA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-04-06T15:52:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,497
Liabilities
-
Net assets
$63,497
Revenue
$46,117
Expenses
$42,903
Net income
$3,214
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