Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Rotary Club of Fallbrook
EIN 95-6089816 • 501(c)4 • Fallbrook, CA
Profile
SOCIAL CLUB
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
40th percentile
Higher net margin than 40% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
49th percentile
Faster asset growth than 49% of similar nonprofits.
Revenue Growth
54th percentile
Faster revenue growth than 54% of similar nonprofits.
Balance Sheet
Assets
Down$65,846
Down $1,269 (-1.9%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
$65,846
No earlier filing loaded for comparison.
Revenue
Up$64,208
Up $616 (+1.0%) from 2024
Expenses
Down$65,760
Down $2,744 (-4.0%) from 2024
Net Income
Up-$1,552
Up $3,360 (+68%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $65,846
- Liabilities
- -
- Net assets
- $65,846
- Revenue
- $64,208
- Expenses
- $65,760
- Net income
- -$1,552
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Jan 15, 2026
- Return Version
- 2024v5.2
- Gross Receipts
- $64,208
Mission and Program Overview
Mission
Social Club
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Provide scholarships to local graduates. | - | $10,000 |
| Support local high school students and other community projects. | - | $5,100 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jim Mendelson | President Elect | - | $0 | - | - |
| Rita Burke | Director | - | $0 | - | - |
| Tina Langham-Smith | Director | - | $0 | - | - |
| Dale Mitchell | President | PT | $0 | - | - |
| Terry Decker | Director | - | $0 | - | - |
| Bud Sutliff | Director | - | $0 | - | - |
| Teresa Mendelson | Director | - | $0 | - | - |
| Noelle Denke | Secretary | PT | $0 | - | - |
| Mike Magaldi | Treasurer | PT | $0 | - | - |
| Kimberly Huesing | Vice President | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rotary Club of Fallbrook
- EIN
- 95-6089816
- Phone
- 7606948688
- Address
- PO BOX 1227, FALLBROOK, CA 92088
Signing Officer
- Name
- Rita Burke
- Title
- Current Treasurer
- Signed
- 2026-01-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Reed Financial Services
- Address
- 424 S MAIN AVE, FALLBROOK, CA 92028
- Preparer
- Susan J Reed EA
- Phone
- 7607231375
Supplemental Narrative
Additional Explanations
Other Expenses.1001
“Advertising and Promotion $3000”
Other Expenses.1002
“Office Expenses $1222”
Other Expenses.1
“Other Expenses $44515”
Other Expenses.2
“District Dues $5649”
Other Expenses.3
“Youth Service Expenses $5100”
Other Expenses.4
“Bank Card Fees $1439”
Other Expenses.5
“Supplies $1309”
Other Expenses.6
“Dues & Subscriptions $1222”
Other Expenses.7
“Officer Expenses $904”
Other Assets.1
“Acc Rec - Beginning $5599 Acc Rec - Ending $6435”
Other Assets.2
“Christmas Party DepositCHRISTMAS PARTY DEP - Beginning $500 Christmas Party DepositCHRISTMAS PARTY DEP - Ending $500”
Other Assets.3
“Demotion Party Deposit - Beginning $0 Demotion Party Deposit - Ending $500”
Form 990-ez, Part 1, Line 16 - Other Expenses
“Description AmountExpense Advertising and Promotion $ 3,000 Bankcard Merchant Fees $ 1,741 Misc Business Expenses $ 345 Community Service Expenses $ 1,393 Dues Paid to District $ 1,863 Dues Paid to Rotary Intn $ 4,185 President's Expense $ 5,000 Food and Beverage $ 24,956 Member Social Events $ 4,215 Student Activity Expenses $ 5,520 Student Scholarships $ 10,500Total Expenses $ 62,718”
Raw XML Appendix162 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | RITA BURKE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7608058757 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 1227 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FALLBROOK |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 920881227 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 61016 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 58411 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 20465 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1552 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1400 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 67115 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 65846 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 64208 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 62 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 42931 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 67115 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 65846 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 67115 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 65846 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Jim Mendelson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Rita Burke |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Tina Langham-Smith |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Dale Mitchell |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Terry Decker |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Bud Sutliff |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Teresa Mendelson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Noelle Denke |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Mike Magaldi |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Kimberly Huesing |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Vice President |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 6099 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 7435 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 283 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 64360 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Social Club |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 750 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Support local high school students and other community projects. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Provide scholarships to local graduates. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 5100 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 10000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 65760 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 15100 |
| IRS990EZ/TotalRevenueAmt | 0 | 64208 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | fallbrookrotary.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and Promotion $3000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $1222 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Other Expenses $44515 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | District Dues $5649 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Youth Service Expenses $5100 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Bank Card Fees $1439 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Supplies $1309 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Dues & Subscriptions $1222 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Officer Expenses $904 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Acc Rec - Beginning $5599 Acc Rec - Ending $6435 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Christmas Party DepositCHRISTMAS PARTY DEP - Beginning $500 Christmas Party DepositCHRISTMAS PARTY DEP - Ending $500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Demotion Party Deposit - Beginning $0 Demotion Party Deposit - Ending $500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Description AmountExpense Advertising and Promotion $ 3,000 Bankcard Merchant Fees $ 1,741 Misc Business Expenses $ 345 Community Service Expenses $ 1,393 Dues Paid to District $ 1,863 Dues Paid to Rotary Intn $ 4,185 President's Expense $ 5,000 Food and Beverage $ 24,956 Member Social Events $ 4,215 Student Activity Expenses $ 5,520 Student Scholarships $ 10,500Total Expenses $ 62,718 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Assets.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Assets.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | FORM 990-EZ, PART 1, LINE 16 - OTHER EXPENSES |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Rita Burke |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Current Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-01-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY CLUB OF FALLBROOK |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 956089816 |
| ReturnHeader/Filer/PhoneNum | 0 | 7606948688 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 1227 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | FALLBROOK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92088 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 330432780 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | REED FINANCIAL SERVICES |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 424 S MAIN AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | FALLBROOK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92028 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7607231375 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Susan J Reed EA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2026-01-15T11:52:59-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
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