Civic Intelligence

Rotary Club of Santa Monica

990 • Fiscal year 2014 • EIN 95-1192263

Jul 01, 2013 to Jun 30, 2014 • Filed on May 12, 2015

Organization Profilewww.rotaryclubofsantamonica.org
PO Box 58690406

(310) 917-3313

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

28th percentile

-6.6%

Higher net margin than 28% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

16th percentile

-20%

Faster asset growth than 16% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

51st percentile

1.0%

Faster revenue growth than 51% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$79,668

Down $19,323 (-20%) from 2013

Net Assets

Down

$79,668

Down $19,323 (-20%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin28th percentile

Revenue

$294,130

No earlier filing loaded for comparison.

Expenses

Up

$313,453

Up $21,701 (+7.4%) from 2013

Net Income

-$19,323

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$100K$50K$0Assets 2011: $50,826Liabilities 2011: $0Net Assets 2011: $50,8262011Assets 2012: $66,894Liabilities 2012: $0Net Assets 2012: $66,8942012Assets 2013: $98,991Liabilities 2013: $0Net Assets 2013: $98,9912013Assets 2014: $79,668Liabilities 2014: $0Net Assets 2014: $79,6682014Assets 2015: $74,481Liabilities 2015: $10,760Net Assets 2015: $63,7212015Assets 2016: $58,493Liabilities 2016: $0Net Assets 2016: $58,4932016Assets 2017: $67,533Liabilities 2017: $0Net Assets 2017: $67,5332017Assets 2018: $59,828Liabilities 2018: $0Net Assets 2018: $59,8282018Assets 2019: $55,721Liabilities 2019: $0Net Assets 2019: $55,7212019Assets 2020: $65,802Liabilities 2020: $0Net Assets 2020: $65,8022020Assets 2021: $56,959Liabilities 2021: $0Net Assets 2021: $56,9592021Assets 2022: $99,477Liabilities 2022: $0Net Assets 2022: $99,4772022Assets 2023: $86,795Liabilities 2023: $0Net Assets 2023: $86,7952023Assets 2025: $98,037Liabilities 2025: $6,298Net Assets 2025: $91,7392025

Highlighted filing

2014

Assets$79,668
Liabilities$0
Net Assets$79,668
Open 2014 Filing

Operations Trend

Revenue Growth51st percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $285,102Expenses 2011: $267,219Net Income 2011: $17,8832011Expenses 2012: $304,2022012Expenses 2013: $291,7522013Revenue 2014: $294,130Expenses 2014: $313,453Net Income 2014: -$19,3232014Revenue 2015: $284,851Expenses 2015: $300,798Net Income 2015: -$15,9472015Revenue 2016: $313,235Expenses 2016: $318,462Net Income 2016: -$5,2272016Revenue 2017: $315,868Expenses 2017: $306,828Net Income 2017: $9,0402017Revenue 2018: $271,977Expenses 2018: $279,684Net Income 2018: -$7,7072018Revenue 2019: $273,302Expenses 2019: $277,409Net Income 2019: -$4,1072019Revenue 2020: $229,154Expenses 2020: $219,073Net Income 2020: $10,0812020Revenue 2021: $88,106Expenses 2021: $96,949Net Income 2021: -$8,8432021Revenue 2022: $256,450Expenses 2022: $213,932Net Income 2022: $42,5182022Revenue 2023: $189,340Expenses 2023: $202,022Net Income 2023: -$12,6822023Revenue 2025: $204,768Expenses 2025: $213,363Net Income 2025: -$8,5952025

Highlighted filing

2014

Revenue$294,130
Expenses$313,453
Net Income-$19,323
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Gross Receipts
$294,130
Mission and Program Overview

Mission

The entity is a community service membership organization whose members volunteer their time to help the local and international community. Their major source of income comes from membership dues and luncheon fees. The majority of expenses incurred are due to club operations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$61,869$41,295▼ $20,574
Savings and Temporary Cash Investments$37,121$37,139▲ $18
Land, Buildings, and Equipment, Net-$1,231-
Accounts Receivable-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$98,991$79,668▼ $19,323
Other Assets Total$1$3▲ $2
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$98,991$79,668▼ $19,323
Total Net Assets Fund Balance$98,991$79,668▼ $19,323
Total Liabilities and Net Assets / Fund Balance$98,991$79,668▼ $19,323

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,231$112$1,343
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Nat TrivesPresident
Bret CarterVice President
Scott FergusonVice President
Julia MIeleDirector
Larry MortorffDirector
Len LanziDirector
Lisa AlexanderDirector
Sharon Perlmutter GavinDirector
Timur BerberogluDirector
John DravillasSecretary
Alan GlickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$61,375
Program Service Revenue
$0
Investment Income
$47
Other Revenue
$232,708
Change in Net Assets
$-19,323
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$280,509
Salaries, Compensation, and Employee Benefits$29,674
Grants and Similar Amounts Paid$3,270
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$27,174-$27,174
All Other Expenses$7,665$8,246-$15,911
Other Expenses-$15,364-$15,364
Office Expenses-$11,086-$11,086
Grants to Domestic Individuals$3,270--$3,270
Payroll Taxes-$2,500-$2,500
Advertising-$384-$384
Depreciation Depletion-$112-$112
Total Functional Expenses$10,935$302,518$0$313,453
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The Organization has approximately 150 members. These members elect the board of directors and officers who govern the organization”

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

“Each Board member was Provided a copy of form 990 at a recent Board of Directors meeting. Any of Board members questions, comments, or recommended changes were addressed before this return was filed.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“There is only one employee of the organization. That employee's compensation is determined by the board of directors. Her compensation is reviewed by the board on an annual basis.The officers and board of directors represent the management of the entity. None of the management of the entity are compensated for their services.”

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

“These will be disclosed upon written request”

Filing and Contact Details

Filer

EIN
95-1192263
Phone
3109173313

Signing Officer

Name
George Collins
Title
President 2014/2015
Signed
2015-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nat Trives
Formed
1922
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
50

Preparer

Preparer
Larry H Maher
Phone
3103123380
Raw XML AppendixShowing 400 of 435 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The entity is a community service membership organization whose members volunteer their time to help the local and international community. Their major source of income comes from membership dues and luncheon fees. The majority of expenses incurred are due to club operations.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0384
IRS990/AdvertisingGrp/TotalAmt0384
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt08246
IRS990/AllOtherExpensesGrp/ProgramServicesAmt07665
IRS990/AllOtherExpensesGrp/TotalAmt015911
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0SAVI LABENSART
IRS990/BooksInCareOfDetail/PhoneNum03109173313
IRS990/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 586
IRS990/BooksInCareOfDetail/USAddress/City0SANTA MONICA
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0904060586
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt061869
IRS990/CashNonInterestBearingGrp/EOYAmt041295
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt061375
IRS990/CYGrantsAndSimilarPaidAmt03270
IRS990/CYInvestmentIncomeAmt047
IRS990/CYOtherExpensesAmt0280509
IRS990/CYOtherRevenueAmt0232708
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-19323
IRS990/CYSalariesCompEmpBnftPaidAmt029674
IRS990/CYTotalExpensesAmt0313453
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0294130
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0112
IRS990/DepreciationDepletionGrp/TotalAmt0112
IRS990/Desc0THE CLUB FOCUSES ITS CHARITABLE EFFORTS ON COMMUNITY WELFARE AND YOUTH SERVICES AS EVIDENCED BY THE SCHEDULE SUPPORTING THE CLUB'S community activities
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt010935
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt68.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt720.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt810.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt910.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Timur Berberoglu
IRS990/Form990PartVIISectionAGrp/PersonNm1Lisa Alexander
IRS990/Form990PartVIISectionAGrp/PersonNm2Len Lanzi
IRS990/Form990PartVIISectionAGrp/PersonNm3Larry Mortorff
IRS990/Form990PartVIISectionAGrp/PersonNm4Sharon Perlmutter Gavin
IRS990/Form990PartVIISectionAGrp/PersonNm5Julia MIele
IRS990/Form990PartVIISectionAGrp/PersonNm6Alan Glick
IRS990/Form990PartVIISectionAGrp/PersonNm7Nat Trives
IRS990/Form990PartVIISectionAGrp/PersonNm8Scott Ferguson
IRS990/Form990PartVIISectionAGrp/PersonNm9Bret Carter
IRS990/Form990PartVIISectionAGrp/PersonNm10John Dravillas
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01922
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt03270
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03270
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03270
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0294130
IRS990/GroupExemptionNum00573
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt047
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt047
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0112
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01231
IRS990/LandBldgEquipCostOrOtherBssAmt01343
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt061375
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The entity is a community service membership organization whose members volunteer their time to help the local and international community. Their major source of income comes from membership dues and luncheon fees. The majority of expenses incurred are due to club operations.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt098991
IRS990/NetAssetsOrFundBalancesEOYAmt079668
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011086
IRS990/OfficeExpensesGrp/TotalAmt011086
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01
IRS990/OtherAssetsTotalGrp/EOYAmt03
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Cost of Lunches & Meetings
IRS990/OtherExpensesGrp/Desc1Social Event Expense
IRS990/OtherExpensesGrp/Desc2Dues & Expense District
IRS990/OtherExpensesGrp/Desc3Rotary Int'l Dues & Expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0182250
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt139165
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt216237
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt315364
IRS990/OtherExpensesGrp/TotalAmt0182250
IRS990/OtherExpensesGrp/TotalAmt139165
IRS990/OtherExpensesGrp/TotalAmt216237
IRS990/OtherExpensesGrp/TotalAmt315364
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0Meal Receipts Income
IRS990/OtherRevenueMiscGrp/Desc1Miscellaneous Income
IRS990/OtherRevenueMiscGrp/Desc2Social Event Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0203010
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1591
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt229107
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0203010
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1591
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt229107
IRS990/OtherRevenueTotalAmt0232708
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027174
IRS990/OtherSalariesAndWagesGrp/TotalAmt027174
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02500
IRS990/PayrollTaxesGrp/TotalAmt02500
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Nat Trives
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt063620
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01625
IRS990/PYInvestmentIncomeAmt067
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0261367
IRS990/PYOtherRevenueAmt0260162
IRS990/PYRevenuesLessExpensesAmt032097
IRS990/PYSalariesCompEmpBnftPaidAmt028760
IRS990/PYTotalExpensesAmt0291752
IRS990/PYTotalRevenueAmt0323849
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-19323
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt037121
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037139
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01231
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0112
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01343
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01231
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization has approximately 150 members. These members elect the board of directors and officers who govern the organization
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each Board member was Provided a copy of form 990 at a recent Board of Directors meeting. Any of Board members questions, comments, or recommended changes were addressed before this return was filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2There is only one employee of the organization. That employee's compensation is determined by the board of directors. Her compensation is reviewed by the board on an annual basis.The officers and board of directors represent the management of the entity. None of the management of the entity are compensated for their services.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3These will be disclosed upon written request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10Santa Monica Rotary Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237137844
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Grants to local community exempt organizations
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10PO Box 586
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0Santa Monica Ca
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode090406
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt098991
IRS990/TotalAssetsEOYAmt079668
IRS990/TotalAssetsGrp/BOYAmt098991
IRS990/TotalAssetsGrp/EOYAmt079668
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt061375
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0302518
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010935
IRS990/TotalFunctionalExpensesGrp/TotalAmt0313453
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt098991
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt079668
IRS990/TotalProgramServiceExpensesAmt010935
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0232755
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0294130
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt098991
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt079668
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt098991

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,668
Liabilities
$0
Net assets
$79,668
Revenue
$294,130
Expenses
$313,453
Net income
-$19,323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.06$0.92$2.05$2.13$0.09
2023Summary only. Only limited summary data is available for this year.$0.87$0.00$0.87$1.89$2.02$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$2.56$2.14$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.88$0.97$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$2.29$2.19$0.10
2019Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$2.73$2.77$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$2.72$2.80$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$3.16$3.07$0.09
2016Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$3.13$3.18$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.11$0.64$2.85$3.01$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$2.94$3.13$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$2.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$3.04
2011Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$2.85$2.67$0.18