Civic Intelligence

Rotary International Oxnard Rotary Club

990EZ • Fiscal year 2017 • EIN 95-1165787

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 23, 2018

Organization Profilewww.oxnardrotary.com
PO Box 1212Oxnard, CA 93032

(805) 794-7356

Siviq Scores

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

Liabilities / Assets

77th percentile

0.10x

Higher debt load relative to assets than 77% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.04x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

23rd percentile

-10%

Higher net margin than 23% 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

19th percentile

-16%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

19th percentile

-20%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$18,187

Down $3,584 (-16%) from 2016

Net Assets

Down

$16,412

Down $4,603 (-22%) from 2016

Liabilities

Up

$1,775

Up $1,019 (+135%) from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin23rd percentile

Revenue

Down

$41,783

Down $10,596 (-20%) from 2016

Expenses

Down

$45,986

Down $12,329 (-21%) from 2016

Net Income

Up

-$4,203

Up $1,733 (+29%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$30K$20K$10K$0Assets 2011: $19,185Liabilities 2011: $02011Assets 2012: $19,888Liabilities 2012: $02012Assets 2013: $24,432Net Assets 2013: $24,4322013Assets 2014: $25,979Liabilities 2014: $5,046Net Assets 2014: $20,9332014Assets 2015: $28,692Liabilities 2015: $3,229Net Assets 2015: $25,4632015Assets 2016: $21,771Liabilities 2016: $756Net Assets 2016: $21,0152016Assets 2017: $18,187Liabilities 2017: $1,775Net Assets 2017: $16,4122017Assets 2018: $16,650Liabilities 2018: $2,204Net Assets 2018: $14,4462018Assets 2019: $12,486Liabilities 2019: $1,501Net Assets 2019: $10,9852019Assets 2020: $16,542Net Assets 2020: $16,5422020Assets 2021: $17,888Liabilities 2021: $620Net Assets 2021: $17,2682021Assets 2022: $22,520Liabilities 2022: $166Net Assets 2022: $22,3542022

Highlighted filing

2017

Assets$18,187
Liabilities$1,775
Net Assets$16,412
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $51,041Expenses 2011: $44,766Net Income 2011: $6,2752011Revenue 2012: $52,929Expenses 2012: $52,226Net Income 2012: $7032012Revenue 2013: $58,825Expenses 2013: $54,281Net Income 2013: $4,5442013Revenue 2014: $56,723Expenses 2014: $49,849Net Income 2014: $6,8742014Revenue 2015: $55,358Expenses 2015: $50,828Net Income 2015: $4,5302015Revenue 2016: $52,379Expenses 2016: $58,315Net Income 2016: -$5,9362016Revenue 2017: $41,783Expenses 2017: $45,986Net Income 2017: -$4,2032017Revenue 2018: $35,566Expenses 2018: $39,368Net Income 2018: -$3,8022018Revenue 2019: $41,220Expenses 2019: $45,181Net Income 2019: -$3,9612019Revenue 2020: $40,044Expenses 2020: $34,487Net Income 2020: $5,5572020Revenue 2021: $13,161Expenses 2021: $12,435Net Income 2021: $7262021Revenue 2022: $37,501Expenses 2022: $32,415Net Income 2022: $5,0862022

Highlighted filing

2017

Revenue$41,783
Expenses$45,986
Net Income-$4,203
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 23, 2018
Return Version
2016v3.0
Gross Receipts
$41,783
Mission and Program Overview

Mission

Service Organization

Program Services

DescriptionGrantsExpenses
CLUB MEETINGS - PROVIDE OPPORTUNITIES FOR BUSINESS AND COMMUNITY LEADERS TO INTERACT.$30,957-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY LEAHYClub Secretary-$0--
TAGG BAKERVice President-$0--
CRIS FULWIDERTreasurer-$0--
MARK SPELLMANPast President-$0--
KENDALL VAN CONASPresident-$0--
JOHN MCDOUGALSergeant-At-Arm-$0--
PATRICK MULLINExecutive Secre-$0--
GUILLERMO PARTIDAPresident Elect-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Oxnard
EIN
95-1165787
Address
PO BOX 1212, OXNARD, CA 93032

Signing Officer

Name
Cris Fulwider
Title
Treasurer
Signed
2018-01-23
Supplemental Narrative

Additional Explanations

Payments to Affiliates.1

“Name: ROTARY INTERNATIONAL | Address: 1560 SHERMAN AVENUE EVANSTON, IL 60201 | Purpose of payment: DUES | Amount: $9018”

Other Expenses.1002

“Office Expenses $433”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1444”

Other Expenses.1009

“Depreciation $192”

Other Expenses.1

“Program service accomplishment $26405”

Other Expenses.2

“SOFTWARE SUPPORT $864”

Other Expenses.3

“CHAMBER MEMBERSHIP $325”

Other Expenses.4

“Supplies and materials $321”

Other Expenses.5

“STORAGE $178”

Other Expenses.6

“BANK CHARGES $20”

Other Expenses.7

“CORPORATION FEE $10”

Other Assets.1004

“Miscellaneous - Beginning $0 Miscellaneous - Ending $766”

Other Assets.1005

“Accounts Receivable - Beginning $7853 Accounts Receivable - Ending $10992”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $756 Accounts Payable and Accrued Expenses - Ending $1775”

Raw XML Appendix141 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/PersonNm0CRIS FULWIDER
IRS990EZ/BooksInCareOfDetail/PhoneNum08057947356
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1212
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OXNARD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093032
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013918
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4203
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt041783
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021015
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016412
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021015
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016412
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY LEAHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAGG BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CRIS FULWIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK SPELLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KENDALL VAN CONAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN MCDOUGAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PATRICK MULLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GUILLERMO PARTIDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Club Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Sergeant-at-Arm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Executive Secre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07853
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011758
IRS990EZ/OtherChangesInNetAssetsAmt0-400
IRS990EZ/OtherExpensesTotalAmt030192
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Service Organization
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLUB MEETINGS - PROVIDE OPPORTUNITIES FOR BUSINESS AND COMMUNITY LEADERS TO INTERACT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030957
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0756
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01775
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045986
IRS990EZ/TotalProgramServiceExpensesAmt030957
IRS990EZ/TotalRevenueAmt041783
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.oxnardrotary.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: ROTARY INTERNATIONAL | Address: 1560 SHERMAN AVENUE EVANSTON, IL 60201 | Purpose of payment: DUES | Amount: $9018
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM SERVICE ACCOMPLISHMENT $26405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SOFTWARE SUPPORT $864
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHAMBER MEMBERSHIP $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUPPLIES AND MATERIALS $321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STORAGE $178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CORPORATION FEE $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Miscellaneous - Beginning $0 Miscellaneous - Ending $766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Receivable - Beginning $7853 Accounts Receivable - Ending $10992
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Payable and Accrued Expenses - Beginning $756 Accounts Payable and Accrued Expenses - Ending $1775
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1001
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CRIS FULWIDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL OXNARD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0951165787
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1212
ReturnHeader/Filer/USAddress/CityNm0OXNARD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093032
ReturnHeader/ReturnTs02018-01-23T10:50:16-08:00
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
$18,187
Liabilities
$1,775
Net assets
$16,412
Revenue
$41,783
Expenses
$45,986
Net income
-$4,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$22.5$0.17$22.4$37.5$32.4$5.09
2021Detailed filing. Detailed filing data is available for this year.$17.9$0.62$17.3$13.2$12.4$0.73
2020Detailed filing. Detailed filing data is available for this year.$16.5$16.5$40.0$34.5$5.56
2019Detailed filing. Detailed filing data is available for this year.$12.5$1.50$11.0$41.2$45.2$3.96
2018Detailed filing. Detailed filing data is available for this year.$16.7$2.20$14.4$35.6$39.4$3.80
2017Detailed filing. Detailed filing data is available for this year.$18.2$1.78$16.4$41.8$46.0$4.20
2016Detailed filing. Detailed filing data is available for this year.$21.8$0.76$21.0$52.4$58.3$5.94
2015Detailed filing. Detailed filing data is available for this year.$28.7$3.23$25.5$55.4$50.8$4.53
2014Detailed filing. Detailed filing data is available for this year.$26.0$5.05$20.9$56.7$49.8$6.87
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.4$24.4$58.8$54.3$4.54
2012Summary only. Only limited summary data is available for this year.$19.9$0.00$52.9$52.2$0.70
2011Summary only. Only limited summary data is available for this year.$19.2$0.00$51.0$44.8$6.28
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits