Civic Intelligence

Rotary Club of Joshua Tree

EIN 95-3502901 • 501(c)4 • Joshua Tree, CA

Profile

The objective of Rotary is to encourage and foster the ideal of service as a basis of worthy enterprises.

PO Box 1323Joshua Tree, CA 92252

n/A

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

33rd percentile

-7.5%

Higher net margin than 33% 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

36th percentile

-10%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

39th percentile

-9.7%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,123

Down $927 (-10%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$8,123

Down $927 (-10%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Down

$12,301

Down $1,322 (-9.7%) from 2024

Expenses

Down

$13,228

Down $1,308 (-9.0%) from 2024

Net Income

Down

-$927

Down $14 (-1.5%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$30K$20K$10K$0Assets 2012: $20,634Liabilities 2012: $02012Assets 2013: $18,894Liabilities 2013: $02013Assets 2014: $16,844Liabilities 2014: $02014Assets 2015: $14,107Net Assets 2015: $14,1072015Assets 2016: $15,689Net Assets 2016: $15,6892016Assets 2017: $14,270Net Assets 2017: $14,2702017Assets 2018: $12,091Net Assets 2018: $12,0912018Assets 2019: $11,705Net Assets 2019: $11,7052019Assets 2020: $8,718Net Assets 2020: $8,7182020Assets 2021: $9,669Net Assets 2021: $9,6692021Assets 2022: $9,680Net Assets 2022: $9,6802022Assets 2023: $9,963Net Assets 2023: $9,9632023Assets 2024: $9,050Net Assets 2024: $9,0502024Assets 2025: $8,123Net Assets 2025: $8,1232025

Highlighted filing

2025

Assets$8,123
Liabilities-
Net Assets$8,123
Open 2025 Filing

Operations Trend

Revenue Growth39th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2012: $35,022Expenses 2012: $36,174Net Income 2012: -$1,1522012Revenue 2013: $27,443Expenses 2013: $29,183Net Income 2013: -$1,7402013Revenue 2014: $22,257Expenses 2014: $24,307Net Income 2014: -$2,0502014Revenue 2015: $15,074Expenses 2015: $17,811Net Income 2015: -$2,7372015Revenue 2016: $16,248Expenses 2016: $14,666Net Income 2016: $1,5822016Revenue 2017: $13,052Expenses 2017: $14,471Net Income 2017: -$1,4192017Revenue 2018: $7,950Expenses 2018: $10,129Net Income 2018: -$2,1792018Revenue 2019: $7,582Expenses 2019: $7,968Net Income 2019: -$3862019Revenue 2020: $7,929Expenses 2020: $10,916Net Income 2020: -$2,9872020Revenue 2021: $4,688Expenses 2021: $3,737Net Income 2021: $9512021Revenue 2022: $12,544Expenses 2022: $12,533Net Income 2022: $112022Revenue 2023: $13,593Expenses 2023: $13,310Net Income 2023: $2832023Revenue 2024: $13,623Expenses 2024: $14,536Net Income 2024: -$9132024Revenue 2025: $12,301Expenses 2025: $13,228Net Income 2025: -$9272025

Highlighted filing

2025

Revenue$12,301
Expenses$13,228
Net Income-$927
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,123
Liabilities
-
Net assets
$8,123
Revenue
$12,301
Expenses
$13,228
Net income
-$927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.12$8.12$12.3$13.2$0.93
2024Detailed filing. Detailed filing data is available for this year.$9.05$9.05$13.6$14.5$0.91
2023Detailed filing. Detailed filing data is available for this year.$9.96$9.96$13.6$13.3$0.28
2022Detailed filing. Detailed filing data is available for this year.$9.68$9.68$12.5$12.5$0.01
2021Detailed filing. Detailed filing data is available for this year.$9.67$9.67$4.69$3.74$0.95
2020Detailed filing. Detailed filing data is available for this year.$8.72$8.72$7.93$10.9$2.99
2019Detailed filing. Detailed filing data is available for this year.$11.7$11.7$7.58$7.97$0.39
2018Detailed filing. Detailed filing data is available for this year.$12.1$12.1$7.95$10.1$2.18
2017Detailed filing. Detailed filing data is available for this year.$14.3$14.3$13.1$14.5$1.42
2016Detailed filing. Detailed filing data is available for this year.$15.7$15.7$16.2$14.7$1.58
2015Detailed filing. Detailed filing data is available for this year.$14.1$14.1$15.1$17.8$2.74
2014Summary only. Only limited summary data is available for this year.$16.8$0.00$22.3$24.3$2.05
2013Summary only. Only limited summary data is available for this year.$18.9$0.00$27.4$29.2$1.74
2012Summary only. Only limited summary data is available for this year.$20.6$0.00$35.0$36.2$1.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$14,801
Mission and Program Overview

Mission

The objective of Rotary is to encourage and foster the ideal of service as a basis of worthy enterprises.

Program Services

DescriptionGrantsExpenses
Rotary is a worldwide organization of business and professional leaders that provides humanitarian services, encourages high ethical standards in all vocations and helps build good will and peace in the world.The Rotary Club of Joshua Tree serves its community by providing community service as needed.--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL HOFFMANPresidentPT$0--
MARY HELEN TUTTLETreasurerPT$0--
BETH MEADESecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Joshua Tree
EIN
95-3502901
Phone
7603651643
Address
PO BOX 1323, JOSHUA TREE, CA 92252

Signing Officer

Name
Mary Helen Tuttle
Title
Treasurer
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Jonathan M Stone CPA
Address
1651 S KANAB CREEK DR, KANAB, UT 84741
Preparer
Jonathan Stone
Phone
7603661319
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $500”

Other Expenses.1002

“Office Expenses $220”

Other Expenses.1005

“Travel $799”

Other Expenses.1007

“Conferences, Conventions, and Meetings $30”

Other Expenses.1

“BREAKFAST MEETINGS $4270”

Other Expenses.2

“Rotary international $2139”

Other Expenses.3

“RYLA $1000”

Other Expenses.4

“PETS $799”

Other Expenses.5

“PRYDE $750”

Other Expenses.6

“DISTRICT DUES $690”

Other Expenses.7

“GOVERNOR'S VISIT $615”

Other Expenses.8

“P.O. BOX RENTAL $256”

Other Expenses.9

“BADGES & PLAQUES $245”

Other Expenses.10

“GUEST SPEAKERS $137”

Other Expenses.11

“DISTRICT EVENTS $120”

Other Expenses.12

“ROSE PARADE $100”

Other Expenses.13

“TAX & LICENSES $65”

Other Expenses.14

“MARBLE GAME $29”

Other Expenses.15

“SUPPLIES $21”

Other Expenses.16

“DEMOTION PARTY $18”

Raw XML Appendix138 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/PersonNm0MARY HELEN TUTTLE
IRS990EZ/BooksInCareOfDetail/PhoneNum07603651643
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1323
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOSHUA TREE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092252
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09050
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08123
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-927
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09050
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08123
IRS990EZ/FundraisingGrossIncomeAmt02500
IRS990EZ/GrossReceiptsAmt014801
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03529
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09050
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08123
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09050
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08123
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY HELEN TUTTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETH MEADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012803
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The objective of Rotary is to encourage and foster the ideal of service as a basis of worthy enterprises.
IRS990EZ/ProgramServiceRevenueAmt08772
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Rotary is a worldwide organization of business and professional leaders that provides humanitarian services, encourages high ethical standards in all vocations and helps build good will and peace in the world.The Rotary Club of Joshua Tree serves its community by providing community service as needed.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02500
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013228
IRS990EZ/TotalRevenueAmt012301
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BREAKFAST MEETINGS $4270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROTARY INTERNATIONAL $2139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RYLA $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PETS $799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PRYDE $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DISTRICT DUES $690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10GOVERNOR'S VISIT $615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11P.O. BOX RENTAL $256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BADGES & PLAQUES $245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13GUEST SPEAKERS $137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14DISTRICT EVENTS $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ROSE PARADE $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16TAX & LICENSES $65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17MARBLE GAME $29
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18SUPPLIES $21
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19DEMOTION PARTY $18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
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 Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY HELEN TUTTLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF JOSHUA TREE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0953502901
ReturnHeader/Filer/PhoneNum07603651643
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1323
ReturnHeader/Filer/USAddress/CityNm0JOSHUA TREE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092252
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473409150
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONATHAN M STONE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01651 S KANAB CREEK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANAB
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084741
ReturnHeader/PreparerPersonGrp/PhoneNum07603661319
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN STONE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-05T09:35:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.