Civic Intelligence

Rotary Club of Benicia

EIN 95-3429549 • 501(c)4 • Benicia, CA

Profile

The club supports a variety of projects each year including providing dictionaries to each third grade student in benicia, offering scholarships, supporting schools, promoting literacy, and donating time and resources to those in need.

PO Box 421Benicia, CA 94510

www.beniciarotary.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

24th percentile

-17%

Higher net margin than 24% 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

11th percentile

-84%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

75th percentile

17%

Faster revenue growth than 75% of similar nonprofits.

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

Assets

Down

$1,062

Down $5,238 (-83%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$1,062

No earlier filing loaded for comparison.

Revenue

Up

$31,023

Up $11,876 (+62%) from 2023

Expenses

Up

$36,272

Up $15,046 (+71%) from 2023

Net Income

Down

-$5,249

Down $3,170 (-152%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15K$10K$5.0K$0-$5.0KAssets 2012: $3,083Liabilities 2012: $0Net Assets 2012: $3,0832012Assets 2013: $5,756Liabilities 2013: $4,066Net Assets 2013: $1,6902013Assets 2014: $5,022Liabilities 2014: $5,149Net Assets 2014: -$1272014Assets 2015: $5,738Liabilities 2015: $4,308Net Assets 2015: $1,4302015Assets 2016: $6,488Liabilities 2016: $5,576Net Assets 2016: $9122016Assets 2017: $8,458Liabilities 2017: $6,453Net Assets 2017: $2,0052017Assets 2018: $4,794Liabilities 2018: $0Net Assets 2018: $4,7942018Assets 2019: $8,220Liabilities 2019: $0Net Assets 2019: $8,2202019Assets 2020: $12,613Liabilities 2020: $0Net Assets 2020: $12,6132020Assets 2021: $11,007Liabilities 2021: $0Net Assets 2021: $11,0072021Assets 2022: $8,379Liabilities 2022: $0Net Assets 2022: $8,3792022Assets 2023: $6,300Liabilities 2023: $02023Assets 2025: $1,062Net Assets 2025: $1,0622025

Highlighted filing

2025

Assets$1,062
Liabilities-
Net Assets$1,062

Operations Trend

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

$40K$20K$0-$20KExpenses 2012: $39,6982012Expenses 2013: $37,6322013Revenue 2014: $33,660Expenses 2014: $35,358Net Income 2014: -$1,6982014Revenue 2015: $32,543Expenses 2015: $31,521Net Income 2015: $1,0222015Revenue 2016: $29,987Expenses 2016: $30,504Net Income 2016: -$5172016Revenue 2017: $29,926Expenses 2017: $29,289Net Income 2017: $6372017Revenue 2018: $31,008Expenses 2018: $28,484Net Income 2018: $2,5242018Revenue 2019: $23,520Expenses 2019: $26,197Net Income 2019: -$2,6772019Revenue 2020: $24,538Expenses 2020: $20,146Net Income 2020: $4,3922020Revenue 2021: $6,054Expenses 2021: $7,660Net Income 2021: -$1,6062021Revenue 2022: $15,869Expenses 2022: $17,841Net Income 2022: -$1,9722022Revenue 2023: $19,147Expenses 2023: $21,226Net Income 2023: -$2,0792023Revenue 2025: $31,023Expenses 2025: $36,272Net Income 2025: -$5,2492025

Highlighted filing

2025

Revenue$31,023
Expenses$36,272
Net Income-$5,249

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.06$1.06$31.0$36.3$5.25
2023Summary only. Only limited summary data is available for this year.$6.30$0.00$19.1$21.2$2.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.38$0.00$8.38$15.9$17.8$1.97
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.00$11.0$6.05$7.66$1.61
2020Summary only. Only limited summary data is available for this year.$12.6$0.00$12.6$24.5$20.1$4.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.22$0.00$8.22$23.5$26.2$2.68
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$0.00$4.79$31.0$28.5$2.52
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.46$6.45$2.01$29.9$29.3$0.64
2016Detailed filing. Detailed filing data is available for this year.$6.49$5.58$0.91$30.0$30.5$0.52
2015Detailed filing. Detailed filing data is available for this year.$5.74$4.31$1.43$32.5$31.5$1.02
2014Detailed filing. Detailed filing data is available for this year.$5.02$5.15$0.13$33.7$35.4$1.70
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.76$4.07$1.69$37.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.00$3.08$39.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.0
Gross Receipts
$31,023
Mission and Program Overview

Mission

The club supports a variety of projects each year including providing dictionaries to each third grade student in benicia, offering scholarships, supporting schools, promoting literacy, and donating time and resources to those in need.

Program Services

DescriptionGrantsExpenses
THE CLUB SUPPORTS A VARIETY OF PROJECTS EACH YEAR INCLUDING PROVIDING DICTIONARIES TO EACH THIRD GRADE STUDENT IN BENICIA, OFFERING SCHOLARSHIPS, SUPPORTING SCHOOLS, PROMOTING LITERACY, AND DONATING TIME AND RESOURCES TO THOSE IN NEED.-$32,492
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIPAK PATELPresident-$0--
ASHLEY HARRELLPast Preside-$0--
STEVE MCCLURETreasurer-$0--
JIM JESSENGERSecretary-$0--
MICHAEL WELCHPresident El-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Benicia
EIN
95-3429549
Phone
7075903195
Address
PO BOX 421, BENICIA, CA 94510

Signing Officer

Name
Steve Mcclure
Title
Treasurer
Phone
7073343411
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Aycock and Edgmon CPA
Address
PO BOX 637, FERNDALE, CA 95536-0637
Preparer
Stacey R Edgmon
Phone
7077869798
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Guest meals 417 other 251 total 668

Form 990-ez, Part I, Line 16

Expenses meeting member meals 20,497 training seminar 890 meeting supplies 2,536 club social events 2,890 bank fees 48 software fees 192 total 27,053

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 251 0

Form 990-ez, Part III

The club supports a variety of projects each year including providing dictionaries to each third grade student in benicia, offering scholarships, supporting schools, promoting literacy, and donating time and resources to those in need.

Form 990-ez, Part III, Line 28

The club supports a variety of projects each year including providing dictionaries to each third grade student in benicia, offering scholarships, supporting schools, promoting literacy, and donating time and resources to those in need.

Raw XML Appendix113 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEVE MCCLURE
IRS990EZ/BooksInCareOfDetail/PhoneNum07073343411
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 421
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BENICIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094510
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06562
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01062
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010835
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5249
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07901
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06562
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01062
IRS990EZ/GrossReceiptsAmt031023
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019520
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06311
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01062
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06311
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01062
IRS990EZ/OccupancyRentUtltsAndMaintAmt01318
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIPAK PATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEY HARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE MCCLURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JIM JESSENGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL WELCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027053
IRS990EZ/OtherRevenueTotalAmt0668
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE CLUB SUPPORTS A VARIETY OF PROJECTS EACH YEAR INCLUDING PROVIDING DICTIONARIES TO EACH THIRD GRADE STUDENT IN BENICIA, OFFERING SCHOLARSHIPS, SUPPORTING SCHOOLS, PROMOTING LITERACY, AND DONATING TIME AND RESOURCES TO THOSE IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CLUB SUPPORTS A VARIETY OF PROJECTS EACH YEAR INCLUDING PROVIDING DICTIONARIES TO EACH THIRD GRADE STUDENT IN BENICIA, OFFERING SCHOLARSHIPS, SUPPORTING SCHOOLS, PROMOTING LITERACY, AND DONATING TIME AND RESOURCES TO THOSE IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032492
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0251
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036272
IRS990EZ/TotalProgramServiceExpensesAmt032492
IRS990EZ/TotalRevenueAmt031023
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.BENICIAROTARY.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GUEST MEALS 417 OTHER 251 TOTAL 668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MEETING MEMBER MEALS 20,497 TRAINING SEMINAR 890 MEETING SUPPLIES 2,536 CLUB SOCIAL EVENTS 2,890 BANK FEES 48 SOFTWARE FEES 192 TOTAL 27,053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 251 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CLUB SUPPORTS A VARIETY OF PROJECTS EACH YEAR INCLUDING PROVIDING DICTIONARIES TO EACH THIRD GRADE STUDENT IN BENICIA, OFFERING SCHOLARSHIPS, SUPPORTING SCHOOLS, PROMOTING LITERACY, AND DONATING TIME AND RESOURCES TO THOSE IN NEED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CLUB SUPPORTS A VARIETY OF PROJECTS EACH YEAR INCLUDING PROVIDING DICTIONARIES TO EACH THIRD GRADE STUDENT IN BENICIA, OFFERING SCHOLARSHIPS, SUPPORTING SCHOOLS, PROMOTING LITERACY, AND DONATING TIME AND RESOURCES TO THOSE IN NEED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE MCCLURE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07073343411
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF BENICIA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0953429549
ReturnHeader/Filer/PhoneNum07075903195
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 421
ReturnHeader/Filer/USAddress/CityNm0BENICIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094510
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680402428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AYCOCK AND EDGMON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 637
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FERNDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0955360637
ReturnHeader/PreparerPersonGrp/PhoneNum07077869798
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACEY R EDGMON
ReturnHeader/ReturnTs02025-11-14T16:42:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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