Civic Intelligence

Rotary Club of Granada Hills

EIN 95-6092452 • 501(c)4 • Granada Hills, CA

Profile

The rotary club of granada hiils is an organization made up of local business and community leaders who are dedicated to serving those in need in the neighborhood and around the world.

P O Box 3365Granada Hills, CA 91394

www.grandahillsrotary.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.04x

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

501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

34th percentile

-6.3%

Higher net margin than 34% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2017

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 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$41,443

No earlier filing loaded for comparison.

Liabilities

$1,765

No earlier filing loaded for comparison.

Net Assets

$39,678

No earlier filing loaded for comparison.

Revenue

$50,668

No earlier filing loaded for comparison.

Expenses

$53,837

No earlier filing loaded for comparison.

Net Income

-$3,169

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2017: $41,443Liabilities 2017: $1,765Net Assets 2017: $39,6782017

Highlighted filing

2017

Assets$41,443
Liabilities$1,765
Net Assets$39,678

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2017: $50,668Expenses 2017: $53,837Net Income 2017: -$3,1692017

Highlighted filing

2017

Revenue$50,668
Expenses$53,837
Net Income-$3,169

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$41.4$1.77$39.7$50.7$53.8$3.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 16, 2018
Return Version
2016v3.0
Gross Receipts
$50,668
Mission and Program Overview

Mission

The rotary club of granada hiils is an organization made up of local business and community leaders who are dedicated to serving those in need in the neighborhood and around the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$30,418$19,772▼ $10,646
Savings and Temporary Cash Investments$15,007$15,007→ $0
Accounts Receivable$1,197$6,664▲ $5,467
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$46,622$41,443▼ $5,179
Other Assets Total-$0-
Liabilities
Other Liabilities$3,775$1,765▼ $2,010
Total Liabilities$3,775$1,765▼ $2,010
Net Assets / Fund Balance
Unrestricted Net Assets$42,847$39,678▼ $3,169
Total Net Assets Fund Balance$42,847$39,678▼ $3,169
Total Liabilities and Net Assets / Fund Balance$46,622$41,443▼ $5,179
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jane StantonPresident
Laine CaspiBoard Member
Dianne KartialaDirector
Kerry NelsonDirector
Larry MclaughlinDirector
Phil JohnsonDirector
Raoul CorzoDirector
Rk ChettyDirector
Laura ClemensSecretary
Arlene DempseyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$50,626
Program Service Revenue
$0
Investment Income
$42
Other Revenue
$0
Change in Net Assets
$-3,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,837
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$8,902--$8,902
All Other Expenses$3,060$2,764-$5,824
Conferences and Meetings$2,879--$2,879
Other Expenses$2,669$2,426-$2,426
Office Expenses-$91-$91
Total Functional Expenses$48,556$5,281$0$53,837
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Deposits$2,000
Pledges Payable - Gh Foundation$250
Pledges Payable - Ri$-485
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The organization is governed by board members the operations is managed by a set of officers headed by the president.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

The members of the board have voting rights to approve or modify the budget, to review and approve policies and financial statements.members of the organization elect its officers.

Form 990, Part VI, Line 11B: Form 990 Review Process

The financial statements, and tax returns are presented to the board members for review and approval before these are filed with appropriate government agencies and made available to the public.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Rotary Club of Granada Hills
EIN
95-6092452
Phone
8187984461
Address
P O BOX 3365, GRANADA HILLS, CA 91394

Signing Officer

Name
Jane Stanton
Title
President
Signed
2018-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane Stanton
Formed
1949
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
45
Employees
0

Preparer

Firm
Arlene D Dempsey CPA
Address
1720 ALSUNA LANE, HUNTINGTON BEACH, CA 92648
Preparer
Arlene D Dempsey
Phone
7142678740
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

BAD DEBTS: Column (A) - Total = $128; Column (B) - Program Services = $0; Column (C) - Management & General = $128; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

BUSINESS LICENSE AND FEES: Column (A) - Total = $925; Column (B) - Program Services = $0; Column (C) - Management & General = $925; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Postage and Shipping: Column (A) - Total = $142; Column (B) - Program Services = $0; Column (C) - Management & General = $142; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Printing and Publications: Column (A) - Total = $454; Column (B) - Program Services = $0; Column (C) - Management & General = $454; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

RECOGNITION EXPENSES: Column (A) - Total = $1242; Column (B) - Program Services = $1242; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SPECIAL PROJECTS: Column (A) - Total = $898; Column (B) - Program Services = $898; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

TRAINING FEES: Column (A) - Total = $920; Column (B) - Program Services = $920; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

WEBSITE AND SOCIAL MEDIA: Column (A) - Total = $1115; Column (B) - Program Services = $0; Column (C) - Management & General = $1115; Column (D) - Fundraising = $0

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015007
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015007
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt050626
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2-485
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PLEDGES PAYABLE - GH FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PLEDGES PAYABLE - RI
IRS990ScheduleD/TotalLiabilityAmt01765
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS GOVERNED BY BOARD MEMBERS THE OPERATIONS IS MANAGED BY A SET OF OFFICERS HEADED BY THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE BOARD HAVE VOTING RIGHTS TO APPROVE OR MODIFY THE BUDGET, TO REVIEW AND APPROVE POLICIES AND FINANCIAL STATEMENTS.MEMBERS OF THE ORGANIZATION ELECT ITS OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL STATEMENTS, AND TAX RETURNS ARE PRESENTED TO THE BOARD MEMBERS FOR REVIEW AND APPROVAL BEFORE THESE ARE FILED WITH APPROPRIATE GOVERNMENT AGENCIES AND MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BAD DEBTS: Column (A) - Total = $128; Column (B) - Program Services = $0; Column (C) - Management & General = $128; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BUSINESS LICENSE AND FEES: Column (A) - Total = $925; Column (B) - Program Services = $0; Column (C) - Management & General = $925; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Postage and Shipping: Column (A) - Total = $142; Column (B) - Program Services = $0; Column (C) - Management & General = $142; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Printing and Publications: Column (A) - Total = $454; Column (B) - Program Services = $0; Column (C) - Management & General = $454; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RECOGNITION EXPENSES: Column (A) - Total = $1242; Column (B) - Program Services = $1242; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SPECIAL PROJECTS: Column (A) - Total = $898; Column (B) - Program Services = $898; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TRAINING FEES: Column (A) - Total = $920; Column (B) - Program Services = $920; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11WEBSITE AND SOCIAL MEDIA: Column (A) - Total = $1115; Column (B) - Program Services = $0; Column (C) - Management & General = $1115; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e: Other Expenses
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt046622
IRS990/TotalAssetsEOYAmt041443
IRS990/TotalAssetsGrp/BOYAmt046622
IRS990/TotalAssetsGrp/EOYAmt041443
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt050626
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05281
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt048556
IRS990/TotalFunctionalExpensesGrp/TotalAmt053837
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03775
IRS990/TotalLiabilitiesEOYAmt01765
IRS990/TotalLiabilitiesGrp/BOYAmt03775
IRS990/TotalLiabilitiesGrp/EOYAmt01765
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt042847
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt039678
IRS990/TotalProgramServiceExpensesAmt048556
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt042
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt050668
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt046622
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt041443
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt042847
IRS990/UnrestrictedNetAssetsGrp/EOYAmt039678
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 3365
IRS990/USAddress/CityNm0GRANADA HILLS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091394
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt045
IRS990/WebsiteAddressTxt0WWW.GRANDAHILLSROTARY.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE STANTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF GRANADA HILLS
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956092452
ReturnHeader/Filer/PhoneNum08187984461
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 3365
ReturnHeader/Filer/USAddress/CityNm0GRANADA HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091394
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARLENE D DEMPSEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01720 ALSUNA LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092648
ReturnHeader/PreparerPersonGrp/PhoneNum07142678740
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARLENE D DEMPSEY
ReturnHeader/ReturnTs02018-03-16T01:02:10-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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