Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
Rotary Club of Santa Barbara
990EZ • Fiscal year 2021 • EIN 95-1165779
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.23x
Liabilities / Revenue
89th percentile
Higher debt load relative to revenue than 89% of similar nonprofits.
Net Margin
73rd percentile
Higher net margin than 73% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
95th percentile
Faster asset growth than 95% of similar nonprofits.
Revenue Growth
12th percentile
Faster revenue growth than 12% of similar nonprofits.
Balance Sheet
Assets
Up$52,766
Up $28,374 (+116%) from 2020
Net Assets
$40,731
No earlier filing loaded for comparison.
Liabilities
Up$12,035
Up $12,035 from 2020
Revenue And Expenses
Revenue
Down$22,400
Down $37,853 (-63%) from 2020
Expenses
Down$17,000
Down $29,596 (-64%) from 2020
Net Income
Down$5,400
Down $8,257 (-60%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Jul 26, 2022
- Return Version
- 2020v4.0
- Gross Receipts
- $22,400
Mission and Program Overview
Mission
Provide donations to local and international Rotary foundations
Service Club
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Weekly / bi-weekly meetings are held to educate members about local, national and international issues of importance. Awareness generated by Club meetings results in members performing volunteer work and making individual donations to worthwhile non-profit organizations. | $0 | $17,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Stacey Lydon Goodlett | President | PT | $0 | - | - |
| Michael Baker | Secretary And Director | - | $0 | - | - |
| Dean Axelrod | Director | - | $0 | - | - |
| Matt Nehmer | President-Elect And Director | - | $0 | - | - |
| Dan Herlinger | Director | - | $0 | - | - |
| Donald Jack | Treasurer And Director | PT | $0 | - | - |
| Steve Baker | Director | - | $0 | - | - |
| Jennifer LeMert | Director | - | $0 | - | - |
| Paul Musgrove | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rotary International
- EIN
- 95-1165779
- Phone
- 8059690794
- Address
- PO BOX 6268, SANTA BARBARA, CA 93160-6268
Signing Officer
- Name
- Donald W Jack
- Title
- Treasurer 2019 -2022
- Phone
- 8059690794
- Signed
- 2022-07-26
Supplemental Narrative
Additional Explanations
Part I, Line 20
“Net assets Line 20 - As a service to its members the Rotary Club of Santa Barbara collects contributions for the Santa Barbara Rotary Charitable Foundation 501(c)(3) 95-6060206. These contributions are "pass-throughs" with 100% of the contributions being transferred to the Charitable Foundation. During the tax year ending June 30, 2021 a total of $21,200 was transferred to the Charitable Foundation. In our books of account these "pass-throughs" are treated as Other Current Liabilities. We previously excluded the "pass-throughs" from our Form 990EZ reporting but have made a one-time adjustment to the current 990EZ filing in order to include "pass-throughs"in both our assets and liabilities. This adjustment will simplify future Form 990 filings since the fiscal year-end numbers can be taken directly from the books of account without manual adjustments. Other Assets Line 24 - These numbers reflect the accounts receivable totals for the given points in time. Total Liabilities Line 26 - These numbers reflect the Other Current Liabilities amounts designated for transfer to the Charitable Foundation for the given points in time.”
Raw XML Appendix161 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 13240 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Debbie Quigley Accounting Services |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8059678117 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 62157 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Santa Barbara |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93160 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 46222 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 51345 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 0 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 5400 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3650 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 49336 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 52766 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 22400 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 24 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 22376 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 33101 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 49440 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 33101 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 40731 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Stacey Lydon Goodlett |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Michael Baker |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Dean Axelrod |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Matt Nehmer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Dan Herlinger |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Donald Jack |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Steve Baker |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Jennifer LeMert |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Paul Musgrove |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary and Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | President-elect and Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Treasurer and Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 3114 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1421 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 10939 |
| IRS990EZ/OtherEmployeePaidOver100kCnt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 0 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 0 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Service Club |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 110 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Weekly / bi-weekly meetings are held to educate members about local, national and international issues of importance. Awareness generated by Club meetings results in members performing volunteer work and making individual donations to worthwhile non-profit organizations. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 17000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 16235 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 12035 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 17000 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 17000 |
| IRS990EZ/TotalRevenueAmt | 0 | 22400 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.santabarbararotary.com |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Net assets Line 20 - As a service to its members the Rotary Club of Santa Barbara collects contributions for the Santa Barbara Rotary Charitable Foundation 501(c)(3) 95-6060206. These contributions are "pass-throughs" with 100% of the contributions being transferred to the Charitable Foundation. During the tax year ending June 30, 2021 a total of $21,200 was transferred to the Charitable Foundation. In our books of account these "pass-throughs" are treated as Other Current Liabilities. We previously excluded the "pass-throughs" from our Form 990EZ reporting but have made a one-time adjustment to the current 990EZ filing in order to include "pass-throughs"in both our assets and liabilities. This adjustment will simplify future Form 990 filings since the fiscal year-end numbers can be taken directly from the books of account without manual adjustments. Other Assets Line 24 - These numbers reflect the accounts receivable totals for the given points in time. Total Liabilities Line 26 - These numbers reflect the Other Current Liabilities amounts designated for transfer to the Charitable Foundation for the given points in time. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, Line 20 |
| ReasonableCauseExplanation/ExplanationTxt | 0 | The 990-EZ form for the Rotary Club of Santa Barbara was filed on paper on 11/14/2021. We are now filing the same information on-line to comply with IRS requirements for e-filing. |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Donald W Jack |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer 2019 -2022 |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8059690794 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-07-26 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 951165779 |
| ReturnHeader/Filer/PhoneNum | 0 | 8059690794 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 6268 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SANTA BARBARA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 931606268 |
| ReturnHeader/ReturnTs | 0 | 2022-07-27T01:12:23Z |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
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.
- Assets
- $52,766
- Liabilities
- $12,035
- Net assets
- $40,731
- Revenue
- $22,400
- Expenses
- $17,000
- Net income
- $5,400