Civic Intelligence

Rotary International-Lincoln Rotary Club

990EZ • Fiscal year 2021 • EIN 94-6174082

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 28, 2022

Organization ProfileN/A
PO Box 663Lincoln, CA 95648

(650) 787-8167

Siviq Scores

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

Liabilities / Assets

88th percentile

0.36x

Higher debt load relative to assets than 88% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

91st percentile

0.65x

Higher debt load relative to revenue than 91% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

10th percentile

-56%

Higher net margin than 10% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

14th percentile

-23%

Faster asset growth than 14% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-70%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$19,374

Down $5,794 (-23%) from 2020

Net Assets

Down

$12,448

Down $5,973 (-32%) from 2020

Liabilities

Up

$6,926

Up $179 (+2.7%) from 2020

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin10th percentile

Revenue

Down

$10,595

Down $25,149 (-70%) from 2020

Expenses

Down

$16,568

Down $18,316 (-53%) from 2020

Net Income

Down

-$5,973

Down $6,833 (-795%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$40K$30K$20K$10K$0Assets 2010: $21,710Liabilities 2010: $155Net Assets 2010: $21,5552010Assets 2014: $10,860Net Assets 2014: $10,8602014Assets 2015: $9,086Liabilities 2015: $02015Assets 2016: $13,727Net Assets 2016: $13,7272016Assets 2017: $19,512Liabilities 2017: $7,309Net Assets 2017: $12,2032017Assets 2018: $24,201Liabilities 2018: $8,967Net Assets 2018: $15,2342018Assets 2019: $32,438Liabilities 2019: $14,8772019Assets 2020: $25,168Liabilities 2020: $6,747Net Assets 2020: $18,4212020Assets 2021: $19,374Liabilities 2021: $6,926Net Assets 2021: $12,4482021Assets 2022: $20,479Liabilities 2022: $1,484Net Assets 2022: $18,9952022Assets 2023: $20,480Liabilities 2023: $4,7782023Assets 2024: $10,820Liabilities 2024: $4502024Assets 2025: $2,362Liabilities 2025: $600Net Assets 2025: $1,7622025

Highlighted filing

2021

Assets$19,374
Liabilities$6,926
Net Assets$12,448
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

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

$100K$50K$0-$50KRevenue 2010: $45,054Expenses 2010: $61,100Net Income 2010: -$16,0462010Revenue 2014: $23,439Expenses 2014: $36,121Net Income 2014: -$12,6822014Revenue 2015: $23,783Expenses 2015: $25,557Net Income 2015: -$1,7742015Revenue 2016: $24,056Expenses 2016: $19,415Net Income 2016: $4,6412016Revenue 2017: $40,352Expenses 2017: $34,598Net Income 2017: $5,7542017Revenue 2018: $49,363Expenses 2018: $46,332Net Income 2018: $3,0312018Revenue 2019: $46,648Expenses 2019: $44,321Net Income 2019: $2,3272019Revenue 2020: $35,744Expenses 2020: $34,884Net Income 2020: $8602020Revenue 2021: $10,595Expenses 2021: $16,568Net Income 2021: -$5,9732021Revenue 2022: $54,302Expenses 2022: $47,755Net Income 2022: $6,5472022Revenue 2023: $55,009Expenses 2023: $58,302Net Income 2023: -$3,2932023Revenue 2024: $49,187Expenses 2024: $54,519Net Income 2024: -$5,3322024Revenue 2025: $57,031Expenses 2025: $65,639Net Income 2025: -$8,6082025

Highlighted filing

2021

Revenue$10,595
Expenses$16,568
Net Income-$5,973
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 28, 2022
Return Version
2020v4.0
Gross Receipts
$18,559
Mission and Program Overview

Mission

Promote community welfare

Program Services

DescriptionGrantsExpenses
Develop programs that provide opportunities for educational and humanitarian programs to local youth and seniors, the disadvantaged and disabled.$1,000-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristine MollenkopfPresident Elect-$0--
Graziella LocherTreasurerPT$0--
Bryan LudwigPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International-
EIN
94-6174082
Phone
6507878167
Address
PO Box 663, Lincoln, CA 95648

Signing Officer

Name
Bryan Ludwig
Title
President
Signed
2022-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Jensen Smith Certified Public Accountants Inc
Address
661 5th St Ste 101, Lincoln, CA 95648
Preparer
Jennifer M Jensen CPA
Phone
9164341662
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Dues $6349”

Other Expenses.2

“Other Club Expenses $5264”

Other Expenses.3

“Small Equipment & Software $832”

Other Expenses.4

“Member Social events $548”

Other Expenses.8

“State taxes $-5”

Other Assets.1005

“Accounts Receivable - Beginning $105 Accounts Receivable - Ending $48”

Other Assets.1

“Deposits/Prepaid - Beginning $6865 Deposits/Prepaid - Ending $1956”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $156 Accounts Payable and Accrued Expenses - Ending $335”

Total Liabilities.1003

“Deferred Revenue - Beginning $6591 Deferred Revenue - Ending $6591”

Raw XML Appendix129 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/PersonNm0Graziella Locher
IRS990EZ/BooksInCareOfDetail/PhoneNum06507878167
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 663
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lincoln
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095648
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018198
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017370
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09987
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5973
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03580
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025168
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019374
IRS990EZ/FundraisingGrossIncomeAmt02597
IRS990EZ/GrossReceiptsAmt018559
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018421
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012448
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018421
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012448
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kristine Mollenkopf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Graziella Locher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bryan Ludwig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06970
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02004
IRS990EZ/OtherExpensesTotalAmt012988
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote community welfare
IRS990EZ/ProgramServiceRevenueAmt05975
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Develop programs that provide opportunities for educational and humanitarian programs to local youth and seniors, the disadvantaged and disabled.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt07964
IRS990EZ/SpecialEventsNetIncomeLossAmt0-5367
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06747
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06926
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016568
IRS990EZ/TotalProgramServiceExpensesAmt01000
IRS990EZ/TotalRevenueAmt010595
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Dues $6349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Club Expenses $5264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Small Equipment & Software $832
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Member Social events $548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4State taxes $-5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Receivable - Beginning $105 Accounts Receivable - Ending $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Deposits/Prepaid - Beginning $6865 Deposits/Prepaid - Ending $1956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Payable and Accrued Expenses - Beginning $156 Accounts Payable and Accrued Expenses - Ending $335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Deferred Revenue - Beginning $6591 Deferred Revenue - Ending $6591
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1003
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bryan Ludwig
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Rotary Club of Lincoln
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0946174082
ReturnHeader/Filer/PhoneNum06507878167
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 663
ReturnHeader/Filer/USAddress/CityNm0Lincoln
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095648
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472319412
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jensen Smith Certified Public Accountants Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0661 5th St Ste 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lincoln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095648
ReturnHeader/PreparerPersonGrp/PhoneNum09164341662
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer M Jensen CPA
ReturnHeader/ReturnTs02022-02-28T17:30:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bryan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ludwig
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,374
Liabilities
$6,926
Net assets
$12,448
Revenue
$10,595
Expenses
$16,568
Net income
-$5,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.36$0.60$1.76$57.0$65.6$8.61
2024Summary only. Only limited summary data is available for this year.$10.8$0.45$49.2$54.5$5.33
2023Summary only. Only limited summary data is available for this year.$20.5$4.78$55.0$58.3$3.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$1.48$19.0$54.3$47.8$6.55
2021Detailed filing. Detailed filing data is available for this year.$19.4$6.93$12.4$10.6$16.6$5.97
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$6.75$18.4$35.7$34.9$0.86
2019Summary only. Only limited summary data is available for this year.$32.4$14.9$46.6$44.3$2.33
2018Detailed filing. Detailed filing data is available for this year.$24.2$8.97$15.2$49.4$46.3$3.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$7.31$12.2$40.4$34.6$5.75
2016Detailed filing. Detailed filing data is available for this year.$13.7$13.7$24.1$19.4$4.64
2015Summary only. Only limited summary data is available for this year.$9.09$0.00$23.8$25.6$1.77
2014Detailed filing. Detailed filing data is available for this year.$10.9$10.9$23.4$36.1$12.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$0.16$21.6$45.1$61.1$16.0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)4 • <$500k nonprofits