Civic Intelligence

Rotary International - Paso Robles DBA the Rotary Club of Paso Robles

990 • Fiscal year 2019 • EIN 95-1091193

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 10, 2020

Organization ProfileN/A
PO Box 3641Paso Robles, CA 93447

(805) 369-5203

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

43rd percentile

0.4%

Higher net margin than 43% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

50th percentile

1.2%

Faster asset growth than 50% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

3.0%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$95,082

Up $1,157 (+1.2%) from 2018

Net Assets

Up

$95,082

Up $1,344 (+1.4%) from 2018

Liabilities

Down

$0

Down $187 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin43rd percentile

Revenue

Up

$238,703

Up $6,968 (+3.0%) from 2018

Expenses

Down

$237,828

Down $17,099 (-6.7%) from 2018

Net Income

Up

$875

Up $24,067 (+104%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$150K$100K$50K$0Assets 2011: $31,748Liabilities 2011: $17,094Net Assets 2011: $14,6542011Assets 2012: $34,268Liabilities 2012: $20,664Net Assets 2012: $13,6042012Assets 2013: $69,464Liabilities 2013: $37,435Net Assets 2013: $32,0292013Assets 2014: $65,410Liabilities 2014: $21,690Net Assets 2014: $43,7202014Assets 2015: $51,511Liabilities 2015: $0Net Assets 2015: $51,5112015Assets 2016: $95,063Liabilities 2016: $33,501Net Assets 2016: $61,5622016Assets 2017: $116,930Liabilities 2017: $0Net Assets 2017: $116,9302017Assets 2018: $93,925Liabilities 2018: $187Net Assets 2018: $93,7382018Assets 2019: $95,082Liabilities 2019: $0Net Assets 2019: $95,0822019Assets 2020: $94,077Liabilities 2020: $0Net Assets 2020: $94,0772020Assets 2021: $78,298Liabilities 2021: $0Net Assets 2021: $78,2982021Assets 2022: $38,361Liabilities 2022: $0Net Assets 2022: $38,3612022Assets 2023: $31,689Liabilities 2023: $0Net Assets 2023: $31,6892023

Highlighted filing

2019

Assets$95,082
Liabilities$0
Net Assets$95,082
Open 2019 Filing

Operations Trend

Revenue Growth58th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $143,832Expenses 2011: $154,500Net Income 2011: -$10,6682011Revenue 2012: $138,091Expenses 2012: $139,142Net Income 2012: -$1,0512012Expenses 2013: $128,6372013Revenue 2014: $151,809Expenses 2014: $140,117Net Income 2014: $11,6922014Revenue 2015: $223,904Expenses 2015: $216,113Net Income 2015: $7,7912015Revenue 2016: $227,723Expenses 2016: $217,672Net Income 2016: $10,0512016Revenue 2017: $237,575Expenses 2017: $182,207Net Income 2017: $55,3682017Revenue 2018: $231,735Expenses 2018: $254,927Net Income 2018: -$23,1922018Revenue 2019: $238,703Expenses 2019: $237,828Net Income 2019: $8752019Revenue 2020: $202,729Expenses 2020: $203,734Net Income 2020: -$1,0052020Revenue 2021: $50,791Expenses 2021: $66,570Net Income 2021: -$15,7792021Revenue 2022: $89,252Expenses 2022: $78,611Net Income 2022: $10,6412022Revenue 2023: $115,715Expenses 2023: $124,953Net Income 2023: -$9,2382023

Highlighted filing

2019

Revenue$238,703
Expenses$237,828
Net Income$875
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 10, 2020
Return Version
2018v3.1
Gross Receipts
$268,267
Mission and Program Overview

Mission

Promotion of rotary ideals, fellowship and education through community and worldwide involvement and outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$93,738$95,082▲ $1,344
Cash and Non-Interest-Bearing Accounts$93,775$93,489▼ $286
Accounts Receivable$150$1,593▲ $1,443
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$93,925$95,082▲ $1,157
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$187--
Total Liabilities$187$0▼ $187
Net Assets / Fund Balance
Total Net Assets Fund Balance$93,738$95,082▲ $1,344
Total Liabilities and Net Assets / Fund Balance$93,925$95,082▲ $1,157
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Nicolette HarleyPresident
Bob FonarowDirector
Brian MaxtedDirector
Cynthia AnthonyDirector
Doug BarthDirector
Gail TannehillDirector
Jebbifer SorensonDirector
Joe IrickDirector
John FisherDirector
John HamonDirector
Julie OpheimDirector
Katy Wetterstrand-enochsDirector
Larry WardDirector
Linda MidkiffDirector
Nicholas MattsonDirector
Pat ScottDirector
Rick GoreeDirector
Sharon RossDirector
Steve GregoryDirector
Todd CorgillSecretary
Denise WakefieldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$122,375
Program Service Revenue
$54,070
Investment Income
$2
Other Revenue
$62,256
All Other Contributions
$4,628
Change in Net Assets
$875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$124,137
Other Expenses$113,691
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$124,137--$124,137
All Other Expenses$11,619$200-$11,819
Fees for Services Other$3,243$3,243-$6,486
Other Expenses$6,053--$6,053
Fees for Services Accounting$2,500$2,500-$5,000
Information Technology$1,408$1,409-$2,817
Advertising$862--$862
Office Expenses$276$276-$552
Total Functional Expenses$230,200$7,628$0$237,828
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Paso Robles Rotary Serv IncPaso Robles, CA-Promote Rotary Ideals, Scholarships$68,000
Youthworks Paso RoblesPaso Robles, CA-Promote Leadership & Job Skills$11,100
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$91,820
Fundraising Direct Expenses$29,564
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
WINEMAKERS' COOKOFF$91,820$91,820$8,200$83,620
Total Events$91,820$91,820$29,564$62,256
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Each member that joins rotary must pay annual dues and complete a certain number of service hours.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“General membership elects the governing board annually.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Authorization for some decisions is required by a vote of the general membership, including annual budget approval.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The governing board is informed when the form 990 is completed and filed and it is available upon request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Rotary International - Paso Robles
EIN
95-1091193
Phone
8053695203
Address
PO BOX 3641, PASO ROBLES, CA 93447

Signing Officer

Name
Denise Wakefield
Title
Treasurer
Signed
2020-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicolette Harley
Formed
1963
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
80

Preparer

Firm
Carter Accountancy Corporation
Address
823 13th Street, Paso Robles, CA 93446
Preparer
Steven L Carter
Phone
8052381262
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt062256
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OccupancyGrp/TotalAmt00
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IRS990/OfficeExpensesGrp/ProgramServicesAmt0276
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,082
Liabilities
$0
Net assets
$95,082
Revenue
$238,703
Expenses
$237,828
Net income
$875
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.32$0.00$0.32$1.16$1.25$0.09
2022Summary only. Only limited summary data is available for this year.$0.38$0.00$0.38$0.89$0.79$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.51$0.67$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$2.03$2.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$2.39$2.38$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$2.32$2.55$0.23
2017Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$2.38$1.82$0.55
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.34$0.62$2.28$2.18$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$2.24$2.16$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.22$0.44$1.52$1.40$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.37$0.32$1.29
2012Summary only. Only limited summary data is available for this year.$0.34$0.21$0.14$1.38$1.39$0.01
2011Summary only. Only limited summary data is available for this year.$0.32$0.17$0.15$1.44$1.55$0.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)4 • <$500k nonprofits