Civic Intelligence

Twain Harte Rotary Club

990EZ • Fiscal year 2014 • EIN 94-6104064

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

Organization ProfileTWAINHARTEROTARY.ORG
PO Box 30795383

(209) 532-5171

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

68th percentile

12%

Higher net margin than 68% 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

86th percentile

31%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

95th percentile

90%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$32,231

Up $7,667 (+31%) from 2013

Net Assets

Up

$32,231

Up $7,667 (+31%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$66,118

Up $31,249 (+90%) from 2013

Expenses

Up

$58,451

Up $23,200 (+66%) from 2013

Net Income

Up

$7,667

Up $8,049 (+2107%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$80K$60K$40K$20K$0Assets 2012: $24,945Liabilities 2012: $0Net Assets 2012: $24,9452012Assets 2013: $24,564Liabilities 2013: $0Net Assets 2013: $24,5642013Assets 2014: $32,231Net Assets 2014: $32,2312014Assets 2015: $28,664Net Assets 2015: $28,6642015Assets 2016: $28,334Net Assets 2016: $28,3342016Assets 2017: $45,304Net Assets 2017: $45,3042017Assets 2018: $50,582Net Assets 2018: $50,5822018Assets 2019: $62,116Liabilities 2019: $02019Assets 2020: $58,638Liabilities 2020: $02020Assets 2021: $54,804Net Assets 2021: $54,8042021Assets 2022: $52,628Net Assets 2022: $52,6282022Assets 2023: $42,352Net Assets 2023: $42,3522023

Highlighted filing

2014

Assets$32,231
Liabilities-
Net Assets$32,231
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $33,661Expenses 2012: $34,813Net Income 2012: -$1,1522012Revenue 2013: $34,869Expenses 2013: $35,251Net Income 2013: -$3822013Revenue 2014: $66,118Expenses 2014: $58,451Net Income 2014: $7,6672014Revenue 2015: $49,158Expenses 2015: $52,725Net Income 2015: -$3,5672015Revenue 2016: $34,089Expenses 2016: $34,419Net Income 2016: -$3302016Revenue 2017: $54,425Expenses 2017: $48,487Net Income 2017: $5,9382017Revenue 2018: $50,697Expenses 2018: $45,419Net Income 2018: $5,2782018Revenue 2019: $65,475Expenses 2019: $53,941Net Income 2019: $11,5342019Revenue 2020: $36,616Expenses 2020: $40,098Net Income 2020: -$3,4822020Revenue 2021: $9,460Expenses 2021: $13,293Net Income 2021: -$3,8332021Revenue 2022: $22,602Expenses 2022: $24,778Net Income 2022: -$2,1762022Revenue 2023: $30,568Expenses 2023: $40,844Net Income 2023: -$10,2762023

Highlighted filing

2014

Revenue$66,118
Expenses$58,451
Net Income$7,667
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v3.1
Gross Receipts
$66,118
Mission and Program Overview

Mission

Community and international service

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE PROJECTS: REPAIR/MAINTAIN LOCAL RECREATIONAL FACILITIES (4,885 BENEFITTED)SCHOLARSHIPS (13 BENEFITTED)$53,076-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NOLA THOMPSONSecretary-$0--
JOHN ZACHDirector-$0--
ERIC CARLSONTreasurer-$0--
RON COITDirector-$0--
WILLIAM BENDIXDirector-$0--
LINDA CARLSONDirector-$0--
MIKE LAURANCEDirector-$0--
DONNA PETERSONDirector-$0--
ALAN WALLACEPresident Elect-$0--
JACK WARNACKPresident-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

EIN
94-6104064

Signing Officer

Name
Eric Carlson
Title
Treasurer
Signed
2014-11-11
Discuss with paid preparer
Yes

Preparer

Preparer
Eric a Carlson
Phone
2095325171
Supplemental Narrative

Additional Explanations

Other Expenses.1

“SUPPLIES $20690”

Other Expenses.2

“DONATIONS $12767”

Other Expenses.3

“FOOD/SUPPLIES $10237”

Other Expenses.4

“SCHOLARSHIPS $8300”

Other Expenses.5

“DUES $5069”

Other Expenses.6

“OTHER EXPENSES $587”

Other Expenses.7

“FEES AND PERMITS $580”

Other Expenses.8

“OUTSIDE SERVICES $108”

Other Expenses.9

“BANK FEES $78”

Other Expenses.10

“TAXES AND LICENSES $25”

Other Expenses.11

“FRANCHISE TAX $10”

Raw XML Appendix149 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0CARLSON HAFF ASSOCIATES
IRS990EZ/BooksInCareOfDetail/PhoneNum02095325171
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1014570 MONO WAY SUITE G
IRS990EZ/BooksInCareOfDetail/USAddress/City0SONORA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095370
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024564
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032231
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt066100
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07667
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024564
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032231
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt066118
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024564
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032231
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024564
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032231
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NOLA THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN ZACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIC CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RON COIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM BENDIX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LINDA CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE LAURANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DONNA PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALAN WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JACK WARNACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt058451
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND INTERNATIONAL SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE PROJECTS: REPAIR/MAINTAIN LOCAL RECREATIONAL FACILITIES (4,885 BENEFITTED)SCHOLARSHIPS (13 BENEFITTED)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt053076
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058451
IRS990EZ/TotalProgramServiceExpensesAmt053076
IRS990EZ/TotalRevenueAmt066118
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0TWAINHARTEROTARY.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPLIES $20690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATIONS $12767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOOD/SUPPLIES $10237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS $8300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES $5069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER EXPENSES $587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FEES AND PERMITS $580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OUTSIDE SERVICES $108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $78
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAXES AND LICENSES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FRANCHISE TAX $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10TWAIN HARTE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0TWAI
ReturnHeader/Filer/EIN0946104064
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 307
ReturnHeader/Filer/USAddress/City0TWAIN HARTE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095383
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Carlson Haff & Associates An Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1014570 MONO WAY Ste G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SONORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095370
ReturnHeader/PreparerPersonGrp/PhoneNum02095325171
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC A CARLSON
ReturnHeader/ReturnTs02014-11-11T15:25:42-08:00
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
$32,231
Liabilities
-
Net assets
$32,231
Revenue
$66,118
Expenses
$58,451
Net income
$7,667
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$42.4$42.4$30.6$40.8$10.3
2022Detailed filing. Detailed filing data is available for this year.$52.6$52.6$22.6$24.8$2.18
2021Detailed filing. Detailed filing data is available for this year.$54.8$54.8$9.46$13.3$3.83
2020Summary only. Only limited summary data is available for this year.$58.6$0.00$36.6$40.1$3.48
2019Summary only. Only limited summary data is available for this year.$62.1$0.00$65.5$53.9$11.5
2018Detailed filing. Detailed filing data is available for this year.$50.6$50.6$50.7$45.4$5.28
2017Detailed filing. Detailed filing data is available for this year.$45.3$45.3$54.4$48.5$5.94
2016Detailed filing. Detailed filing data is available for this year.$28.3$28.3$34.1$34.4$0.33
2015Detailed filing. Detailed filing data is available for this year.$28.7$28.7$49.2$52.7$3.57
2014Detailed filing. Detailed filing data is available for this year.$32.2$32.2$66.1$58.5$7.67
2013Summary only. Only limited summary data is available for this year.$24.6$0.00$24.6$34.9$35.3$0.38
2012Summary only. Only limited summary data is available for this year.$24.9$0.00$24.9$33.7$34.8$1.15