Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 95-6085621

Jul 01, 2015 to Jun 30, 2016 • Filed on May 09, 2017

Organization Profilewww.altadenarotary.com
PO Box 414Altadena, CA 91003

(626) 683-0515

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.11x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.07x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

52nd percentile

3.9%

Higher net margin than 52% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

67th percentile

9.1%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-15%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$64,092

Up $5,339 (+9.1%) from 2015

Net Assets

Up

$56,754

Up $4,530 (+8.7%) from 2015

Liabilities

Up

$7,338

Up $809 (+12%) from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin52nd percentile

Revenue

Down

$109,560

Down $18,858 (-15%) from 2015

Expenses

Down

$105,340

Down $18,173 (-15%) from 2015

Net Income

Down

$4,220

Down $685 (-14%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$150K$100K$50K$0Assets 2010: $38,448Liabilities 2010: $2,175Net Assets 2010: $36,2732010Assets 2011: $42,406Liabilities 2011: $4,377Net Assets 2011: $38,0292011Assets 2012: $40,461Liabilities 2012: $2,000Net Assets 2012: $38,4612012Assets 2013: $47,644Liabilities 2013: $6,693Net Assets 2013: $40,9512013Assets 2014: $59,290Liabilities 2014: $12,865Net Assets 2014: $46,4252014Assets 2015: $58,753Liabilities 2015: $6,529Net Assets 2015: $52,2242015Assets 2016: $64,092Liabilities 2016: $7,338Net Assets 2016: $56,7542016Assets 2017: $72,098Liabilities 2017: $9,937Net Assets 2017: $62,1612017Assets 2018: $77,006Liabilities 2018: $6,748Net Assets 2018: $70,2582018Assets 2019: $78,591Liabilities 2019: $7,097Net Assets 2019: $71,4942019Assets 2020: $80,708Liabilities 2020: $6,277Net Assets 2020: $74,4312020Assets 2021: $88,060Liabilities 2021: $1,175Net Assets 2021: $86,8852021Assets 2022: $87,973Liabilities 2022: $5,755Net Assets 2022: $82,2182022Assets 2023: $95,887Liabilities 2023: $3,9962023Assets 2024: $143,598Liabilities 2024: $34,3402024

Highlighted filing

2016

Assets$64,092
Liabilities$7,338
Net Assets$56,754
Open 2016 Filing

Operations Trend

Revenue Growth24th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $59,826Expenses 2010: $64,603Net Income 2010: -$4,7772010Revenue 2011: $75,275Expenses 2011: $73,519Net Income 2011: $1,7562011Revenue 2012: $56,626Expenses 2012: $59,066Net Income 2012: -$2,4402012Revenue 2013: $101,176Expenses 2013: $100,797Net Income 2013: $3792013Revenue 2014: $60,330Expenses 2014: $57,932Net Income 2014: $2,3982014Revenue 2015: $128,418Expenses 2015: $123,513Net Income 2015: $4,9052015Revenue 2016: $109,560Expenses 2016: $105,340Net Income 2016: $4,2202016Revenue 2017: $98,367Expenses 2017: $95,784Net Income 2017: $2,5832017Revenue 2018: $130,138Expenses 2018: $124,647Net Income 2018: $5,4912018Revenue 2019: $102,047Expenses 2019: $102,727Net Income 2019: -$6802019Revenue 2020: $109,362Expenses 2020: $107,802Net Income 2020: $1,5602020Revenue 2021: $59,943Expenses 2021: $57,820Net Income 2021: $2,1232021Revenue 2022: $113,905Expenses 2022: $114,135Net Income 2022: -$2302022Revenue 2023: $143,060Expenses 2023: $139,128Net Income 2023: $3,9322023Revenue 2024: $116,259Expenses 2024: $107,706Net Income 2024: $8,5532024

Highlighted filing

2016

Revenue$109,560
Expenses$105,340
Net Income$4,220
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 9, 2017
Return Version
2015v3.0
Gross Receipts
$112,290
Mission and Program Overview

Mission

We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.

Foster & encourage the Object of Rotary

Program Services

DescriptionGrantsExpenses
INTERNATIONAL SERVICE - Entrepreneurship youth training in Nigeria India water project and polio eradication-$46,126
YOUTH ACTIVITIES & AWARDS - PCC Vocational Awards PCC Veterans Awards Dewey Merrill Entrepreneurial Awards RYLA Dan Stover Music Competition 4-Way Test Speech contest JROTC$21,215$6,611
COMMUNITY SERVICE - Teacher mini-grants support of various community organizations Outreach to Youth Americanism$16,000$4,236
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael B NollTreasurer-$0--
John FrykenbergSecretary-$0--
John CasciDirector-$0--
Gary ClarkDirector-$0--
Harold YorkeVice-President-$0--
Steve CunninghamPresident-$0--
Tom McCurryDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
95-6085621
Address
PO Box 414, Altadena, CA 91003

Signing Officer

Name
Michael B Noll
Title
Treasurer
Phone
6266830515
Signed
2017-05-09
Discuss with paid preparer
No

Preparer

Firm
Michael B Noll CPA
Address
600 S Lake Ave Ste 502, Pasadena, CA 91106
Preparer
Michael B Noll
Phone
6266830515
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Total grants & scholarships less than $5,000 each Amount 37,215”

Description of other expenses Part I line 16

“Description AmountAdministrative expenses 6,290Public relations 4,371Membership 491Community service 4,236International service 46,126Youth activities and awards 4,248Vocational service 2,363”

Other changes in net assets or fund balances Part I line 20

“Description AmountChange in FMV of securities 310”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAccounts receivable 12,975 25,408Equipment 538 538”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearDeferred revenue 6,529 7,338”

Other program services Part III line 31

“CLUB SERVICE - Weekly speaker programs, member fellowship, District Conference and Assembly, District training programs”

Raw XML Appendix150 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06266830515
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pasadena
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091106
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045240
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IRS990EZ/EngagedInExcessBenefitTransInd0false
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IRS990EZ/InvestmentIncomeAmt0380
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IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012516
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052224
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056754
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052224
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056754
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michael B Noll
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Frykenberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Casci
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gary Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Harold Yorke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Steve Cunningham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Tom McCurry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013513
IRS990EZ/OtherAssetsTotalDetail/EOYAmt025946
IRS990EZ/OtherChangesInNetAssetsAmt0310
IRS990EZ/OtherExpensesTotalAmt068125
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Foster & encourage the Object of Rotary
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE - Teacher mini-grants support of various community organizations Outreach to Youth Americanism
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1YOUTH ACTIVITIES & AWARDS - PCC Vocational Awards PCC Veterans Awards Dewey Merrill Entrepreneurial Awards RYLA Dan Stover Music Competition 4-Way Test Speech contest JROTC
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt121215
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04236
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16611
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt246126
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02730
IRS990EZ/SpecialEventsNetIncomeLossAmt02477
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06529
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07338
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0105340
IRS990EZ/TotalProgramServiceExpensesAmt056973
IRS990EZ/TotalRevenueAmt0109560
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.altadenarotary.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Total grants & scholarships less than $5,000 each Amount 37,215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdministrative expenses 6,290Public relations 4,371Membership 491Community service 4,236International service 46,126Youth activities and awards 4,248Vocational service 2,363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountChange in FMV of securities 310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearAccounts receivable 12,975 25,408Equipment 538 538
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearDeferred revenue 6,529 7,338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLUB SERVICE - Weekly speaker programs, member fellowship, District Conference and Assembly, District training programs
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other program services Part III line 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael B Noll
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06266830515
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International
ReturnHeader/Filer/BusinessNameControlTxt0ROTO
ReturnHeader/Filer/EIN0956085621
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 414
ReturnHeader/Filer/USAddress/CityNm0Altadena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091003
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954635689
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael B Noll CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 S Lake Ave Ste 502
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091106
ReturnHeader/PreparerPersonGrp/PhoneNum06266830515
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael B Noll
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-13T16:22:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,092
Liabilities
$7,338
Net assets
$56,754
Revenue
$109,560
Expenses
$105,340
Net income
$4,220
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$1.44$0.34$1.16$1.08$0.09
2023Summary only. Only limited summary data is available for this year.$0.96$0.04$1.43$1.39$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.06$0.82$1.14$1.14$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.01$0.87$0.60$0.58$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.06$0.74$1.09$1.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.07$0.71$1.02$1.03$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.07$0.70$1.30$1.25$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.10$0.62$0.98$0.96$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.07$0.57$1.10$1.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.07$0.52$1.28$1.24$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.13$0.46$0.60$0.58$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.07$0.41$1.01$1.01$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.02$0.38$0.57$0.59$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.04$0.38$0.75$0.74$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.02$0.36$0.60$0.65$0.05