Civic Intelligence

Rotary International

EIN 95-6093600 • 501(c)4 • Santa Barbara, CA

Profile

Community service: providing service for local and international charitable not-for-profit organizations.

PO Box 40218Santa Barbara, CA 93140

www.montecitorotary.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2021

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1

Down $57,091 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $57,092 (-100%) from 2020

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $38,873 (-100%) from 2020

Expenses

Down

$0

Down $31,494 (-100%) from 2020

Net Income

Down

$0

Down $7,379 (-100%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$80K$60K$40K$20K$0Assets 2012: $26,955Net Assets 2012: $26,9552012Assets 2013: $32,503Liabilities 2013: $0Net Assets 2013: $32,5032013Assets 2014: $41,414Liabilities 2014: $0Net Assets 2014: $41,4142014Assets 2015: $52,447Liabilities 2015: $0Net Assets 2015: $52,4472015Assets 2016: $31,390Liabilities 2016: $45Net Assets 2016: $31,3452016Assets 2017: $45,929Liabilities 2017: $0Net Assets 2017: $45,9292017Assets 2018: $70,994Liabilities 2018: $0Net Assets 2018: $70,9942018Assets 2019: $49,713Liabilities 2019: $0Net Assets 2019: $49,7132019Assets 2020: $57,092Liabilities 2020: $0Net Assets 2020: $57,0922020Assets 2021: $1Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$1
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$100K$50K$0-$50KRevenue 2012: $78,290Expenses 2012: $75,470Net Income 2012: $2,8202012Revenue 2013: $73,501Expenses 2013: $67,687Net Income 2013: $5,8142013Revenue 2014: $85,709Expenses 2014: $76,798Net Income 2014: $8,9112014Revenue 2015: $81,017Expenses 2015: $69,984Net Income 2015: $11,0332015Revenue 2016: $73,926Expenses 2016: $95,028Net Income 2016: -$21,1022016Revenue 2017: $93,281Expenses 2017: $78,697Net Income 2017: $14,5842017Revenue 2018: $98,463Expenses 2018: $73,398Net Income 2018: $25,0652018Revenue 2019: $48,703Expenses 2019: $69,984Net Income 2019: -$21,2812019Revenue 2020: $38,873Expenses 2020: $31,494Net Income 2020: $7,3792020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021

Highlighted filing

2021

Revenue$0
Expenses$0
Net Income$0
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$57.1$0.00$57.1$38.9$31.5$7.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.7$0.00$49.7$48.7$70.0$21.3
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.0$0.00$71.0$98.5$73.4$25.1
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.9$0.00$45.9$93.3$78.7$14.6
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.4$0.05$31.3$73.9$95.0$21.1
2015Detailed filing. Detailed filing data is available for this year.$52.4$0.00$52.4$81.0$70.0$11.0
2014Detailed filing. Detailed filing data is available for this year.$41.4$0.00$41.4$85.7$76.8$8.91
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.5$0.00$32.5$73.5$67.7$5.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.0$27.0$78.3$75.5$2.82
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$38,873
Mission and Program Overview

Mission

Community service: providing service for local and international charitable not-for-profit organizations.

Community Service: Providing service for local and international charitable not-for-profit orgnizations.

Program Services

DescriptionGrantsExpenses
Providing service for local and international charitable not-for-profit organizations.$20,774$5,334
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff KernsSecretary-$0--
Kurt KoenigTreasurerPT$0--
John LuchettiDirector-$0--
Katie BuehlerPresidentPT$0--
Harlan GreenDirector-$0--
Tom FischerDirector-$0--
Anita BlakemoreDirector-$0--
Bernadette BagleyDirector-$0--
Elizabeth WestwickDirector-$0--
Tony MorrisDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Montecito
EIN
95-6093600
Phone
8059654400
Address
PO Box 40218, Santa Barbara, CA 93140

Signing Officer

Name
Kurt Koenig
Title
Treasurer
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
John Hughes CPA
Address
5521 Hunter St, Ventura, CA 93003
Preparer
John Hughes
Phone
5594707366
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $768”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1798”

Other Expenses.1

“Member Lunches $14062”

Other Expenses.2

“Dues $5854”

Other Expenses.3

“Member Meetings $858”

Other Expenses.4

“Miscellaneous $407”

Other Expenses.5

“Supplies $158”

Other Expenses.6

“Taxes and licenses $110”

Raw XML Appendix144 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Kurt Koenig
IRS990EZ/BooksInCareOfDetail/PhoneNum08059654400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1140
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Summerland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0903671140
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049713
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057092
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03286
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07379
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02145
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049713
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057092
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05334
IRS990EZ/GrossReceiptsAmt038873
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt035587
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049713
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057092
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049713
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057092
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeff Kerns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kurt Koenig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Luchetti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Katie Buehler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Harlan Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tom Fischer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Anita Blakemore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Bernadette Bagley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Elizabeth Westwick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Tony Morris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024015
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community Service: Providing service for local and international charitable not-for-profit orgnizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Providing service for local and international charitable not-for-profit organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020774
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05334
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031494
IRS990EZ/TotalProgramServiceExpensesAmt020774
IRS990EZ/TotalRevenueAmt038873
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.montecitorotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $1798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Member Lunches $14062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues $5854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Member Meetings $858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Miscellaneous $407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Taxes and licenses $110
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kurt Koenig
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Montecito
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956093600
ReturnHeader/Filer/PhoneNum08059654400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 40218
ReturnHeader/Filer/USAddress/CityNm0Santa Barbara
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093140
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John Hughes CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05521 Hunter St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093003
ReturnHeader/PreparerPersonGrp/PhoneNum05594707366
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Hughes
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-17T12:55:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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