Civic Intelligence

Twain Harte Rotary Club

990EZ • Fiscal year 2017 • EIN 94-6104064

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 09, 2018

Organization ProfileTWAINHARTEROTARY.ORG
PO Box 307Twain Harte, CA 95383

(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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

67th percentile

11%

Higher net margin than 67% 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

92nd percentile

60%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

92nd percentile

60%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$45,304

Up $16,970 (+60%) from 2016

Net Assets

Up

$45,304

Up $16,970 (+60%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Up

$54,425

Up $20,336 (+60%) from 2016

Expenses

Up

$48,487

Up $14,068 (+41%) from 2016

Net Income

Up

$5,938

Up $6,268 (+1899%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2017

Assets$45,304
Liabilities-
Net Assets$45,304
Open 2017 Filing

Operations Trend

Revenue Growth92nd 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

2017

Revenue$54,425
Expenses$48,487
Net Income$5,938
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 9, 2018
Return Version
2016v3.0
Gross Receipts
$54,425
Mission and Program Overview

Mission

Community and international service

Community and international service.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE PROJECTS: REPAIR/MAINTAIN LOCAL RECREATIONAL FACILITIES (4,885 BENEFITTED) SCHOLARSHIPS (13 BENEFITTED)-$39,588
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY SEIBERTDirector-$0--
MIKE LAURANCEDirector-$0--
WILLIAM BENDIXDirector-$0--
MARK PRADENASDirector-$0--
NOLA THOMPSONPresident El-$0--
RONALD COITDirector-$0--
NOLA THOMPSONSecretary-$0--
TERRY NORTHCUTTPresident-$0--
ERIC A CARLSONTreasurer-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Twain Harte Rotary Club
EIN
94-6104064
Address
PO BOX 307, TWAIN HARTE, CA 95383

Signing Officer

Name
Eric a Carlson
Title
Treasurer
Signed
2018-01-09
Discuss with paid preparer
Yes

Preparer

Firm
Carlson Haff & Associates an Accty Corp
Address
14570 MONO WAY SUITE G, SONORA, CA 95370
Preparer
Eric a Carlson
Phone
2095325171
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 7,211 office exp. 168 insurance 610 bank charges 60 donations 7,309 dues 7,033 fees & permits 320 food 6,669 misc expenses 88 outside labor 1,901 scholarships 8,725 supplies 7,585 tax & license 808 total 48,487”

Form 990-ez, Part II, Line 24

“9,235 9,235 less accumulated depreciation 9,235 9,235 total 0 0”

Raw XML Appendix121 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/BusinessName/BusinessNameLine1Txt0CARLSON HAFF & ASSOCIATES
IRS990EZ/BooksInCareOfDetail/PhoneNum02095325171
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014570 MONO WAY SUITE G
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SONORA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095370
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039366
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045304
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt054420
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05938
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039366
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045304
IRS990EZ/GrossReceiptsAmt054425
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039366
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045304
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039366
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045304
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
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/PersonNm0JERRY SEIBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIKE LAURANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM BENDIX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK PRADENAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NOLA THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RONALD COIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NOLA THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TERRY NORTHCUTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ERIC A CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048487
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/ProgramServiceExpensesAmt039588
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048487
IRS990EZ/TotalProgramServiceExpensesAmt039588
IRS990EZ/TotalRevenueAmt054425
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0TWAINHARTEROTARY.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 7,211 OFFICE EXP. 168 INSURANCE 610 BANK CHARGES 60 DONATIONS 7,309 DUES 7,033 FEES & PERMITS 320 FOOD 6,669 MISC EXPENSES 88 OUTSIDE LABOR 1,901 SCHOLARSHIPS 8,725 SUPPLIES 7,585 TAX & LICENSE 808 TOTAL 48,487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19,235 9,235 LESS ACCUMULATED DEPRECIATION 9,235 9,235 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC A CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TWAIN HARTE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0TWAI
ReturnHeader/Filer/EIN0946104064
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 307
ReturnHeader/Filer/USAddress/CityNm0TWAIN HARTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095383
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FC6E26637E9125F5BB59BC3433F76B0ECADA29B4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DFA9232E311B41B6667889215270E9F5506A5FE5
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942673387
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSON HAFF & ASSOCIATES AN ACCTY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014570 MONO WAY SUITE G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SONORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095370
ReturnHeader/PreparerPersonGrp/PhoneNum02095325171
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC A CARLSON
ReturnHeader/ReturnTs02018-01-12T11:13:18-08:00
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
$45,304
Liabilities
-
Net assets
$45,304
Revenue
$54,425
Expenses
$48,487
Net income
$5,938
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