Civic Intelligence

Rotary Club of Carpinteria

EIN 95-3007523 • 501(c)4 • Carpinteria, CA

Profile

Provide various community services and assistance in achieving rotary international goals throughout the district

PO Box 536Carpinteria, CA 93014

www.carpinteriarotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

35th percentile

-6.0%

Higher net margin than 35% of similar nonprofits.

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

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

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

Asset Growth

28th percentile

-20%

Faster asset growth than 28% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

-7.5%

Faster revenue growth than 41% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$12,200

Down $2,965 (-20%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$12,200

No earlier filing loaded for comparison.

Revenue

Down

$49,216

Down $3,981 (-7.5%) from 2024

Expenses

Up

$52,181

Up $2,423 (+4.9%) from 2024

Net Income

Down

-$2,965

Down $6,404 (-186%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2012: $7,028Liabilities 2012: $02012Assets 2016: $10,565Liabilities 2016: $02016Assets 2017: $11,702Liabilities 2017: $02017Assets 2018: $4,861Liabilities 2018: $02018Assets 2019: $6,165Liabilities 2019: $02019Assets 2020: $7,393Liabilities 2020: $02020Assets 2021: $8,254Liabilities 2021: $02021Assets 2022: $14,541Net Assets 2022: $14,5412022Assets 2023: $11,726Net Assets 2023: $11,7262023Assets 2024: $15,165Liabilities 2024: $02024Assets 2025: $12,200Net Assets 2025: $12,2002025

Highlighted filing

2025

Assets$12,200
Liabilities-
Net Assets$12,200

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $50,438Expenses 2012: $52,329Net Income 2012: -$1,8912012Revenue 2016: $37,964Expenses 2016: $36,274Net Income 2016: $1,6902016Revenue 2017: $37,667Expenses 2017: $36,351Net Income 2017: $1,3162017Revenue 2018: $36,828Expenses 2018: $38,280Net Income 2018: -$1,4522018Revenue 2019: $29,139Expenses 2019: $27,835Net Income 2019: $1,3042019Revenue 2020: $27,502Expenses 2020: $25,608Net Income 2020: $1,8942020Revenue 2021: $11,350Expenses 2021: $10,375Net Income 2021: $9752021Revenue 2022: $30,636Expenses 2022: $24,349Net Income 2022: $6,2872022Revenue 2023: $33,516Expenses 2023: $36,331Net Income 2023: -$2,8152023Revenue 2024: $53,197Expenses 2024: $49,758Net Income 2024: $3,4392024Revenue 2025: $49,216Expenses 2025: $52,181Net Income 2025: -$2,9652025

Highlighted filing

2025

Revenue$49,216
Expenses$52,181
Net Income-$2,965

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.2
Gross Receipts
$49,216
Mission and Program Overview

Mission

Provide various community services and assistance in achievingrotary international goals throughout the district

Program Services

DescriptionGrantsExpenses
PROVIDE VARIOUS COMMUNITY SERVICES AND ASSISTANCE IN ACHIEVINGROTARY INTERNATIONAL GOALS THROUGHOUT THE DISTRICT$5,000$49,205
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WHITT HOLLISPresident-$0--
DAVID POWDRELLSecretary-$0--
KAREN GRAFClub Service-$0--
KIM DUNCANTreasurer-$0--
MARIANNE RAUCHClub Service-$0--
BARRY ENTICKNAPInt. Service-$0--
GREGG CARTYCommunity Servi-$0--
BOB BERKENMEIERCommunity Servi-$0--
ROLAND ROTZVocational Serv-$0--
PAUL WRIGHTDirector-$0--
TOM LIGAREPublic Relation-$0--
JAMIE COLLINSYouthact Adviso-$0--
JON EVERETTDirector-$0--
BONNIE YONKER HAMMETTDirector-$0--
DAVE DURLFINGERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Carpinteria
EIN
95-3007523
Phone
8053318515
Address
PO BOX 536, CARPINTERIA, CA 93014

Signing Officer

Name
Kim Duncan
Title
Treasurer
Signed
2026-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Santa Ynez Valley Tax Professionals Inc
Address
3568 Sagunto St Suite H PO Box 397, Santa Ynez, CA 93460
Preparer
Kayvon Salafian MBA AIF CPFA
Phone
8056847629
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $802

Other Expenses.1

MEAL COSTS $18682

Other Expenses.2

District/foundation dues $8515

Other Expenses.3

CONTRIBUTIONS $5000

Other Expenses.4

RI CONVERENCE $3000

Other Expenses.5

HOLIDAY PARTY $2616

Other Expenses.6

SPONSERSHIPS $1125

Other Expenses.7

PETS REGISTRATION $1069

Other Expenses.8

DONATION $850

Other Expenses.9

STEP DOWN $654

Other Expenses.10

CLUB RUNNER $582

Other Expenses.11

CORONATION $500

Other Expenses.12

DISTRICT CONFERENCE $450

Other Expenses.13

COMMUNITY SERVICE $421

Other Expenses.14

Speaker fees and gifts $300

Other Expenses.16

CLUB SOCIAL $123

Other Expenses.17

NEW MEMBER KIT $76

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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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