Civic Intelligence

Rotary Club of Santa Barbara

990EZ • Fiscal year 2025 • EIN 95-1165779

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 19, 2025

Organization ProfileSantaBarbaraRotary.com
PO Box 6268Santa Barbara, CA 93160

(805) 886-9688

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

37th percentile

-2.4%

Higher net margin than 37% of similar nonprofits.

2025 filings • 501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • 501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$45,116

Down $7,650 (-14%) from 2021

Net Assets

Up

$45,116

Up $4,385 (+11%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Up

$63,272

Up $40,872 (+182%) from 2021

Expenses

Up

$64,817

Up $47,817 (+281%) from 2021

Net Income

Down

-$1,545

Down $6,945 (-129%) from 2021

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2011: $37,320Liabilities 2011: $0Net Assets 2011: $37,3202011Assets 2012: $28,355Liabilities 2012: $0Net Assets 2012: $28,3552012Assets 2013: $21,908Liabilities 2013: $13,8992013Assets 2014: $12,380Liabilities 2014: $0Net Assets 2014: $12,3802014Assets 2015: $21,467Liabilities 2015: $0Net Assets 2015: $21,4672015Assets 2016: $20,828Liabilities 2016: $02016Assets 2017: $23,306Liabilities 2017: $02017Assets 2018: $22,334Liabilities 2018: $02018Assets 2019: $10,735Liabilities 2019: $02019Assets 2020: $24,392Liabilities 2020: $02020Assets 2021: $52,766Liabilities 2021: $12,035Net Assets 2021: $40,7312021Assets 2025: $45,116Net Assets 2025: $45,1162025

Highlighted filing

2025

Assets$45,116
Liabilities-
Net Assets$45,116
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2011: $213,5802011Revenue 2012: $191,825Expenses 2012: $185,179Net Income 2012: $6,6462012Revenue 2013: $162,092Expenses 2013: $180,533Net Income 2013: -$18,4412013Revenue 2014: $136,513Expenses 2014: $137,075Net Income 2014: -$5622014Revenue 2015: $139,033Expenses 2015: $129,946Net Income 2015: $9,0872015Revenue 2016: $128,085Expenses 2016: $132,852Net Income 2016: -$4,7672016Revenue 2017: $129,276Expenses 2017: $126,798Net Income 2017: $2,4782017Revenue 2018: $110,157Expenses 2018: $111,057Net Income 2018: -$9002018Revenue 2019: $102,587Expenses 2019: $114,188Net Income 2019: -$11,6012019Revenue 2020: $60,253Expenses 2020: $46,596Net Income 2020: $13,6572020Revenue 2021: $22,400Expenses 2021: $17,000Net Income 2021: $5,4002021Revenue 2025: $63,272Expenses 2025: $64,817Net Income 2025: -$1,5452025

Highlighted filing

2025

Revenue$63,272
Expenses$64,817
Net Income-$1,545
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 19, 2025
Return Version
2024v5.1
Gross Receipts
$63,272
Mission and Program Overview

Mission

Provide donations to local and international Rotary foundations

The Rotary Club of Santa Barbara is a local community service club with an emphais on keeping members informed on community issues creating business and social networks volunteering for community service and contributing monies to charitable purposes through the Santa Barbara Rotary Charitable Foundation

Program Services

DescriptionGrantsExpenses
Contributed to the Santa Barbara Rotary Charitable Foundation monies contributed by members and from fundraising events. Monies contributed to the foundation went to support foster children community organizations and victims of recent fires in California$0$22,692
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James ArmstrongPresidentPT$0--
Jennifer LeMertPresident Elect-$0--
Matt NehmerTreasurer-$0--
Michael BakerSgt Of Arms-$0--
Marlee KingDirector-$0--
Donald JackDirector-$0--
Dean AxlerodDirector-$0--
David SheaDirector-$0--
Margo ByrneDirector-$0--
Steve BakerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Santa Barbara
EIN
95-1165779
Address
PO Box 6268, Santa Barbara, CA 93160

Signing Officer

Name
James Armstrong
Title
Treasurer
Phone
8058869688
Signed
2025-10-19
Supplemental Narrative

Additional Explanations

Part I, line 8

“| Other Revenues:, Amount:| Payment for lunches by visitors, $735|”

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| Contributions received from members and net fundraising revenues forwarded to the Santa Barbara Rotary Charitiable Foundation., $22692|”

Part I, line 16

“| Other Expenses:, Amount:| President Elect Training, $125| Rotary International dues, $6353| President Elect expenses to attend Rotary International Convention, $3111| Holiday and end of year parties, $6255| Regular meeting lunches, $18943| Office and administrative expenses including membership materials, $1028| Credit Card service fees, $1995| Accounting software, $1179| Rotary District dues and assessments, $3136|”

Raw XML Appendix158 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James Armstrong
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Matt Nehmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michael Baker
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7David Shea
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Revenues:, Amount:| Payment for lunches by visitors, $735|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Grants And Similar Amounts Paid:, Amount:| Contributions received from members and net fundraising revenues forwarded to the Santa Barbara Rotary Charitiable Foundation., $22692|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Other Expenses:, Amount:| President Elect Training, $125| Rotary International dues, $6353| President Elect expenses to attend Rotary International Convention, $3111| Holiday and end of year parties, $6255| Regular meeting lunches, $18943| Office and administrative expenses including membership materials, $1028| Credit Card service fees, $1995| Accounting software, $1179| Rotary District dues and assessments, $3136|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0James Armstrong
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08058869688
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF SANTA BARBARA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0951165779
ReturnHeader/Filer/ForeignPhoneNum08058869688
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6268
ReturnHeader/Filer/USAddress/CityNm0Santa Barbara
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093160
ReturnHeader/ReturnTs02025-10-17T14:33:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,116
Liabilities
-
Net assets
$45,116
Revenue
$63,272
Expenses
$64,817
Net income
-$1,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.63$0.65$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.12$0.41$0.22$0.17$0.05
2020Summary only. Only limited summary data is available for this year.$0.24$0.00$0.60$0.47$0.14
2019Summary only. Only limited summary data is available for this year.$0.11$0.00$1.03$1.14$0.12
2018Summary only. Only limited summary data is available for this year.$0.22$0.00$1.10$1.11$0.01
2017Summary only. Only limited summary data is available for this year.$0.23$0.00$1.29$1.27$0.02
2016Summary only. Only limited summary data is available for this year.$0.21$0.00$1.28$1.33$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.39$1.30$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$1.37$1.37$0.01
2013Summary only. Only limited summary data is available for this year.$0.22$0.14$1.62$1.81$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$1.92$1.85$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$2.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)4 • <$500k nonprofits