Liabilities / Assets
82nd percentile
Higher debt load relative to assets than 82% of similar nonprofits.
Rotary Club of Santa Maria California
EIN 95-6092749 • 501(c)4 • Santa Maria, CA
Profile
The organization's primary purpose is to provide community and youth services support
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.17x
Liabilities / Revenue
78th percentile
Higher debt load relative to revenue than 78% of similar nonprofits.
Net Margin
70th percentile
Higher net margin than 70% 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
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Down$24,854
Down $1,295 (-5.0%) from 2012
Liabilities
Down$4,266
Down $4,184 (-50%) from 2012
Net Assets
Up$20,588
Up $2,889 (+16%) from 2012
Revenue
Up$55,526
Up $40,730 (+275%) from 2012
Expenses
Up$47,964
Up $33,576 (+233%) from 2012
Net Income
Up$7,562
Up $7,154 (+1753%) from 2012
Trend Graphs
Filings
Most recent year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $24,854
- Liabilities
- $4,266
- Net assets
- $20,588
- Revenue
- $55,526
- Expenses
- $47,964
- Net income
- $7,562
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- May 15, 2019
- Return Version
- 2017v2.3
- Gross Receipts
- $57,855
Mission and Program Overview
Mission
The organization's primary purpose is to provide community and youth services support
Program Services
| Description | Grants | Expenses |
|---|---|---|
| WEEKLY MEMBER EDUCATIONAL AND ORGANIZATIONAL MEETINGS TO SUPPORT COMMUNITY AND INTERNATIONAL PROJECTS. | $0 | $23,043 |
| HOST FELLOWSHIP EVENTS TO BRING TOGETHER CLUB MEMBERS AND PROMOTE NETWORKING. | $0 | $5,617 |
| PROVIDE FINANCIAL SUPPORT TO INTERNATIONAL EXCHANGE STUDENT FOR EDUCATION EXPENSES. | $1,950 | $1,950 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| HEATHER WEARE | President | PT | $0 | - | - |
| DIANNA HARB | Treasurer | - | $0 | - | - |
| FRANK CULLEY | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rotary Club of Santa Maria California
- EIN
- 95-6092749
- Phone
- 8059227333
- Address
- PO BOX 351, SANTA MARIA, CA 93456
Signing Officer
- Name
- Heather Weare
- Title
- President
- Phone
- 8059227333
- Signed
- 2019-05-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Glenn Burdette
- Address
- 1150 PALM STREET, SAN LUIS OBISPO, CA 93401
- Preparer
- Chris S Delaney CPA
- Phone
- 8055441441
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: community program grants under $5,000. Grantee name: various charities, detail available upon request. Grantee address: various various, ca 99999. Grantee relationship: none. Property description: contributions to community programs under $5,000 each. Amount given: 819.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: exchange student program. Grantee name: nai-yun chang. Grantee relationship: none. Property description: contributions for school costs. Amount given: 1,950. Total included on form 990-ez, line 10: 2,769.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: badge expenses. Amount: 192. Description: chamber membership. Amount: 150. Description: computer & software expenses. Amount: 479. Description: weekly meeting meals. Amount: 23,043. Description: meeting & convention. Amount: 1,431. Description: miscellaneous expense. Amount: 74. Description: special event dinners. Amount: 5,617. Description: parade expense. Amount: 500. Description: rotaract expense. Amount: 7,793. Description: bad debt expense. Amount: 1,926. Total to form 990-ez, line 16: 41,205.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: dues receivable. Beg. Of year amount: 1,598. End of year amount: 2,537.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: due to/from foundation. Beg. Of year amount: 3,148. End of year amount: 2,668. Description: due to/from rotaract. Beg. Of year amount: 1,472. End of year amount: 1,598.”
Raw XML Appendix135 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 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | CINDY MCKELLAR |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8059227333 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 351 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SANTA MARIA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 934560351 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 16048 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 22317 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 17909 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 7562 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3900 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 17646 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 24854 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 6189 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 2769 |
| IRS990EZ/GrossReceiptsAmt | 0 | 57855 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 4730 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 13026 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 20588 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 13026 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 20588 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | HEATHER WEARE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DIANNA HARB |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | FRANK CULLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1598 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 2537 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 41205 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE ORGANIZATION'S PRIMARY PURPOSE IS TO PROVIDE COMMUNITY AND YOUTH SERVICES SUPPORT |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 90 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 29027 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | WEEKLY MEMBER EDUCATIONAL AND ORGANIZATIONAL MEETINGS TO SUPPORT COMMUNITY AND INTERNATIONAL PROJECTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | HOST FELLOWSHIP EVENTS TO BRING TOGETHER CLUB MEMBERS AND PROMOTE NETWORKING. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | PROVIDE FINANCIAL SUPPORT TO INTERNATIONAL EXCHANGE STUDENT FOR EDUCATION EXPENSES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 1950 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 23043 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 5617 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 1950 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 2329 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 3860 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 4620 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 4266 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 47964 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 30610 |
| IRS990EZ/TotalRevenueAmt | 0 | 55526 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTP://ROTARYCLUBOFSANTAMARIA.ORG/ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ACTIVITY CLASSIFICATION: COMMUNITY PROGRAM GRANTS UNDER $5,000. GRANTEE NAME: VARIOUS CHARITIES, DETAIL AVAILABLE UPON REQUEST. GRANTEE ADDRESS: VARIOUS VARIOUS, CA 99999. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CONTRIBUTIONS TO COMMUNITY PROGRAMS UNDER $5,000 EACH. AMOUNT GIVEN: 819. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: EXCHANGE STUDENT PROGRAM. GRANTEE NAME: NAI-YUN CHANG. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CONTRIBUTIONS FOR SCHOOL COSTS. AMOUNT GIVEN: 1,950. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 2,769. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: BADGE EXPENSES. AMOUNT: 192. DESCRIPTION: CHAMBER MEMBERSHIP. AMOUNT: 150. DESCRIPTION: COMPUTER & SOFTWARE EXPENSES. AMOUNT: 479. DESCRIPTION: WEEKLY MEETING MEALS. AMOUNT: 23,043. DESCRIPTION: MEETING & CONVENTION. AMOUNT: 1,431. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 74. DESCRIPTION: SPECIAL EVENT DINNERS. AMOUNT: 5,617. DESCRIPTION: PARADE EXPENSE. AMOUNT: 500. DESCRIPTION: ROTARACT EXPENSE. AMOUNT: 7,793. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 1,926. TOTAL TO FORM 990-EZ, LINE 16: 41,205. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: DUES RECEIVABLE. BEG. OF YEAR AMOUNT: 1,598. END OF YEAR AMOUNT: 2,537. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: DUE TO/FROM FOUNDATION. BEG. OF YEAR AMOUNT: 3,148. END OF YEAR AMOUNT: 2,668. DESCRIPTION: DUE TO/FROM ROTARACT. BEG. OF YEAR AMOUNT: 1,472. END OF YEAR AMOUNT: 1,598. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | HEATHER WEARE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8059227333 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-05-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY CLUB OF SANTA MARIA CALIFORNIA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 956092749 |
| ReturnHeader/Filer/PhoneNum | 0 | 8059227333 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 351 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SANTA MARIA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93456 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 2398200226A658521E223C92CE0A0B02E721FE8D |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 71C041D6DA258B23B8A2C7459B0F71B2306389B9 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 24.180.6.34 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-05-15 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 13:04:43 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 952772601 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | GLENN BURDETTE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1150 PALM STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN LUIS OBISPO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93401 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8055441441 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CHRIS S DELANEY CPA |
| ReturnHeader/ReturnTs | 0 | 2019-05-15T17:07:29-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
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