Civic Intelligence

Rotary Club of Claremont Ca Inc

990EZ • Fiscal year 2014 • EIN 95-1762462

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 06, 2015

Organization Profilewww.claremontrotary.org
PO Box 35791711

(909) 624-3377

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

10th percentile

-31%

Higher net margin than 10% 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

4th percentile

-60%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

55th percentile

2.3%

Faster revenue growth than 55% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$5,001

Down $7,382 (-60%) from 2013

Net Assets

Down

$5,001

Down $7,382 (-60%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Up

$23,827

Up $533 (+2.3%) from 2013

Expenses

Up

$31,209

Up $9,680 (+45%) from 2013

Net Income

Down

-$7,382

Down $9,147 (-518%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$80K$60K$40K$20K$0Assets 2010: $3,532Net Assets 2010: $3,5322010Assets 2011: $13,256Liabilities 2011: $02011Assets 2012: $10,618Liabilities 2012: $02012Assets 2013: $12,383Net Assets 2013: $12,3832013Assets 2014: $5,001Net Assets 2014: $5,0012014Assets 2015: $12,004Net Assets 2015: $12,0042015Assets 2016: $4,502Net Assets 2016: $4,5022016Assets 2017: $9,034Liabilities 2017: $2,500Net Assets 2017: $6,5342017Assets 2018: $12,061Net Assets 2018: $12,0612018Assets 2019: $44,932Net Assets 2019: $44,9322019Assets 2020: $47,831Liabilities 2020: $0Net Assets 2020: $47,8312020Assets 2021: $34,174Net Assets 2021: $34,1742021Assets 2022: $47,658Net Assets 2022: $47,6582022Assets 2023: $48,915Net Assets 2023: $48,9152023Assets 2024: $50,564Net Assets 2024: $50,5642024Assets 2025: $64,457Net Assets 2025: $64,4572025

Highlighted filing

2014

Assets$5,001
Liabilities-
Net Assets$5,001
Open 2014 Filing

Operations Trend

Revenue Growth55th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $25,857Expenses 2010: $24,935Net Income 2010: $9222010Revenue 2011: $32,838Expenses 2011: $23,114Net Income 2011: $9,7242011Revenue 2012: $23,673Expenses 2012: $26,311Net Income 2012: -$2,6382012Revenue 2013: $23,294Expenses 2013: $21,529Net Income 2013: $1,7652013Revenue 2014: $23,827Expenses 2014: $31,209Net Income 2014: -$7,3822014Revenue 2015: $24,090Expenses 2015: $17,087Net Income 2015: $7,0032015Revenue 2016: $18,110Expenses 2016: $25,612Net Income 2016: -$7,5022016Revenue 2017: $26,163Expenses 2017: $24,131Net Income 2017: $2,0322017Revenue 2018: $28,608Expenses 2018: $23,081Net Income 2018: $5,5272018Revenue 2019: $100,815Expenses 2019: $77,194Net Income 2019: $23,6212019Revenue 2020: $99,816Expenses 2020: $95,167Net Income 2020: $4,6492020Revenue 2021: $27,649Expenses 2021: $41,306Net Income 2021: -$13,6572021Revenue 2022: $90,284Expenses 2022: $76,800Net Income 2022: $13,4842022Revenue 2023: $47,086Expenses 2023: $45,829Net Income 2023: $1,2572023Revenue 2024: $76,126Expenses 2024: $74,477Net Income 2024: $1,6492024Revenue 2025: $146,740Expenses 2025: $132,847Net Income 2025: $13,8932025

Highlighted filing

2014

Revenue$23,827
Expenses$31,209
Net Income-$7,382
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 6, 2015
Return Version
2013v4.0
Gross Receipts
$68,764
Mission and Program Overview

Mission

Community and international projects and education

Program Services

DescriptionGrantsExpenses
ROTARY CLUB MEETINGS INFORM MEMBERS ABOUT VARIOUS LOCAL AND INTERNATIONAL OPPORTUNITIES FOR SERVICE AND EDUCATE ATTENDEES THROUGH VARIOUS SPEAKERS.$43,653-
ROTARY VOLUNTEERS CONDUCT C.P.R. CLASSES, REVIEW SCHOLARSHIP APPLICATIONS AND JUDGE YOUTH AWARD PROGRAMS INVOLVING HUNDREDS OF CHILDREN AND YOUNG ADULTS.$1,060-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ALLENTreasurerPT$0--
ANITA HUGHESPresidentPT$0--
TIM HARRISONVice PresidentPT$0--
ROGER HOUSESecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$43,364$43,364-$43,364
Total Events$43,364$43,364$44,937$-1,573
Filing and Contact Details

Filer

EIN
95-1762462

Signing Officer

Name
Anita Hughes
Title
President
Signed
2015-02-06
Discuss with paid preparer
Yes

Preparer

Preparer
Donald P Ralls
Phone
9096262623
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Dues & costs - rotary int'l $11648”

Other Expenses.2

“Dues & costs - rotary district $10134”

Other Expenses.3

“Administration expenses $3978”

Other Expenses.4

“SUPPLIES $1060”

Other Expenses.5

“STORAGE $1026”

Other Expenses.6

“DACdb on line database $802”

Other Expenses.8

“TAXES & FEES $37”

Other Expenses.9

“BANK FEES $12”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $35 Prepaid Expenses and Deferred Charges - Ending $150”

Raw XML Appendix131 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/BooksInCareOfDetail/USAddress/State0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANITA HUGHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM HARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROGER HOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt035
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0150
IRS990EZ/OtherExpensesTotalAmt028697
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND INTERNATIONAL PROJECTS AND EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0712
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY VOLUNTEERS CONDUCT C.P.R. CLASSES, REVIEW SCHOLARSHIP APPLICATIONS AND JUDGE YOUTH AWARD PROGRAMS INVOLVING HUNDREDS OF CHILDREN AND YOUNG ADULTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY CLUB MEETINGS INFORM MEMBERS ABOUT VARIOUS LOCAL AND INTERNATIONAL OPPORTUNITIES FOR SERVICE AND EDUCATE ATTENDEES THROUGH VARIOUS SPEAKERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01060
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-1573
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031209
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IRS990EZ/TotalRevenueAmt023827
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.claremontrotary.org/
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044937
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt044937
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt044937
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0CLUB MEETINGS AND SOCIALS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUES & COSTS - ROTARY INT'L $11648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES & COSTS - ROTARY DISTRICT $10134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATION EXPENSES $3978
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $1060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STORAGE $1026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DACdb on line database $802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAXES & FEES $37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES $12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Prepaid Expenses and Deferred Charges - Beginning $35 Prepaid Expenses and Deferred Charges - Ending $150
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1011
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ANITA HUGHES
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ReturnHeader/Filer/EIN0951762462
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 357
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ReturnHeader/Filer/USAddress/State0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Lightfoot Ralls & Lightfoot LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10675 West Foothill Blvd Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Claremont
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum09096262623
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD P RALLS
ReturnHeader/ReturnTs02015-02-11T15:48:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,001
Liabilities
-
Net assets
$5,001
Revenue
$23,827
Expenses
$31,209
Net income
-$7,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.64$0.64$1.47$1.33$0.14
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.76$0.74$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.47$0.46$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.90$0.77$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.28$0.41$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.00$0.95$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.45$1.01$0.77$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.29$0.23$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.03$0.07$0.26$0.24$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.18$0.26$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.24$0.17$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.24$0.31$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.12$0.23$0.22$0.02
2012Summary only. Only limited summary data is available for this year.$0.11$0.00$0.24$0.26$0.03
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.33$0.23$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.26$0.25$0.01