Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 95-6085621

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

PO Box 414Altadena, CA 91003

(626) 657-2287

Siviq Scores

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

Liabilities / Assets

74th percentile

0.08x

Higher debt load relative to assets than 74% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.06x

Higher debt load relative to revenue than 72% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

45th percentile

1.4%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

55th percentile

2.7%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

7.2%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$80,708

Up $2,117 (+2.7%) from 2019

Net Assets

Up

$74,431

Up $2,937 (+4.1%) from 2019

Liabilities

Down

$6,277

Down $820 (-12%) from 2019

Revenue

Up

$109,362

Up $7,315 (+7.2%) from 2019

Expenses

Up

$107,802

Up $5,075 (+4.9%) from 2019

Net Income

Up

$1,560

Up $2,240 (+329%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$80,708
Liabilities$6,277
Net Assets$74,431

Operations Trend

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

2020

Revenue$109,362
Expenses$107,802
Net Income$1,560
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.0
Gross Receipts
$114,790
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.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE- TEACHER MINI-GRANTS, SUPPORT OF VARIOUS COMMUNITY ORGANIZATIONS, OUTREACH TO YOUTH, AMERICANISM, CONCERTS IN THE PARK$19,977$50,486
YOUTH ACTIVITIES & AWARDS- PCC VOCATIONAL AWARDS, PCC VETERANS AWARDS, RYLA, DAN STOVER MUSIC COMPETITION,4-WAY TEST SPEECH CONTEST, JROTC$26,170$28,550
INTERNATIONAL SERVICE- INDIA WATER PROJECT, HUMANITARIAN AID TO CAMBODIA AND NEPAL$10,050$11,185
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH O'BRIENVice Preside-$0--
JAMES GORTONSecretary-$0--
MICHAEL NOLLTreasurer-$0--
MARK MARISCALPresident-$0--
DAVID SMITHPresident- E-$0--
ED JASNOWDirector-$0--
DAVID CAMPBELLDirector-$0--
JOHN FRYKENBERGDirector-$0--
MIKE ZOELLERDirector-$0--
MARIA PEREZ-ARTONDirector-$0--
DOUG COLLIFLOWERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
95-6085621
Phone
6266572287
Address
PO BOX 414, ALTADENA, CA 91003

Signing Officer

Name
Michael Noll
Title
Treasurer
Phone
6266572286
Signed
2020-11-05

Preparer

Firm
Lorenzen & Noll Cpas Inc
Address
600 S LAKE AVE STE 310, PASADENA, CA 91106
Preparer
Jennifer Lorenzen
Phone
6266830515
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: laligurash foundation nepal address: baiteshwor rural municipality-2 cash contribution: 7,000 name: grants & scholarships <5,000 each cash contribution: 19,977 name: pcc foundation address: 1570 e. Colorado blvd. Pasadena, ca 91106 cash contribution: 8,570 name: grants & scholarships <5,000 each cash contribution: 17,600

Form 990-ez, Part I, Line 16

Expenses community service 30,509 administrative expenses 9,204 public relations 2,999 membership 753 international service 1,135 youth activities & awards 2,380 total 46,980

Form 990-ez, Part I, Line 20

Change in fmv of securities 1,378

Form 990-ez, Part II, Line 24

Accounts receivable 1,561 4,104 equipment, net 1,660 1,316 prepaid expenses 8,635 0 inventory 909 0 total 12,765 5,420

Form 990-ez, Part II, Line 26

Deferred revenue 6,000 6,000 accounts payable 1,097 277

Form 990-ez, Part III

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

Raw XML Appendix167 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/PhoneNum06266572287
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PASADENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0911014765
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065825
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IRS990EZ/ExcessOrDeficitForYearAmt01560
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IRS990EZ/FundraisingGrossIncomeAmt014490
IRS990EZ/GrantsAndSimilarAmountsPaidAmt056197
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071493
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074431
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES GORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL NOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK MARISCAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ED JASNOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN FRYKENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MIKE ZOELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MARIA PEREZ-ARTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DOUG COLLIFLOWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT- E
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherExpensesTotalAmt046980
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WE PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
IRS990EZ/ProgramServiceRevenueAmt01046
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1YOUTH ACTIVITIES & AWARDS- PCC VOCATIONAL AWARDS, PCC VETERANS AWARDS, RYLA, DAN STOVER MUSIC COMPETITION,4-WAY TEST SPEECH CONTEST, JROTC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2INTERNATIONAL SERVICE- INDIA WATER PROJECT, HUMANITARIAN AID TO CAMBODIA AND NEPAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt128550
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211185
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05428
IRS990EZ/SpecialEventsNetIncomeLossAmt09062
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07097
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06277
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0107802
IRS990EZ/TotalProgramServiceExpensesAmt090221
IRS990EZ/TotalRevenueAmt0109362
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALTADENAROTARY.COM
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: LALIGURASH FOUNDATION NEPAL ADDRESS: BAITESHWOR RURAL MUNICIPALITY-2 CASH CONTRIBUTION: 7,000 NAME: GRANTS & SCHOLARSHIPS <5,000 EACH CASH CONTRIBUTION: 19,977 NAME: PCC FOUNDATION ADDRESS: 1570 E. COLORADO BLVD. PASADENA, CA 91106 CASH CONTRIBUTION: 8,570 NAME: GRANTS & SCHOLARSHIPS <5,000 EACH CASH CONTRIBUTION: 17,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES COMMUNITY SERVICE 30,509 ADMINISTRATIVE EXPENSES 9,204 PUBLIC RELATIONS 2,999 MEMBERSHIP 753 INTERNATIONAL SERVICE 1,135 YOUTH ACTIVITIES & AWARDS 2,380 TOTAL 46,980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN FMV OF SECURITIES 1,378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 1,561 4,104 EQUIPMENT, NET 1,660 1,316 PREPAID EXPENSES 8,635 0 INVENTORY 909 0 TOTAL 12,765 5,420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DEFERRED REVENUE 6,000 6,000 ACCOUNTS PAYABLE 1,097 277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WE PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL NOLL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06266572286
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956085621
ReturnHeader/Filer/PhoneNum06266572287
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 414
ReturnHeader/Filer/USAddress/CityNm0ALTADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091003
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C30AC3DC050D7FE13E0C1CDEB55CC0E59F2704C1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.51.61.98
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm018:31:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823219792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LORENZEN & NOLL CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 S LAKE AVE STE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091106
ReturnHeader/PreparerPersonGrp/PhoneNum06266830515
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER LORENZEN
ReturnHeader/ReturnTs02020-11-12T18:31:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2020Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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