Civic Intelligence

Rotary Club of Montecito

990EZ • Fiscal year 2014 • EIN 95-6093600

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 18, 2014

Organization ProfileWWW.MONTECITOROTARY.ORG
PO Box 5339Santa Barbara, CA 93150

(805) 969-5081

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

66th percentile

10%

Higher net margin than 66% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

17%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$41,414

Up $8,911 (+27%) from 2013

Net Assets

Up

$41,414

Up $8,911 (+27%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin66th percentile

Revenue

Up

$85,709

Up $12,208 (+17%) from 2013

Expenses

Up

$76,798

Up $9,111 (+13%) from 2013

Net Income

Up

$8,911

Up $3,097 (+53%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$41,414
Liabilities$0
Net Assets$41,414
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$85,709
Expenses$76,798
Net Income$8,911
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 18, 2014
Return Version
2013v3.1
Gross Receipts
$98,842
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE: PROVIDING SERVICE FOR LOCAL AND INTERNATIONAL CHARITABLE NOT-FOR-PROFIT ORGANIZATIONS.$71,206$10,724
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN GLANVILLEPresidentPT$0--
JOE KIRKLANDTreasurerPT$0--
MARC E FLEISCHMANSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$27,634$27,634$13,133$14,501
Total Events$27,634$27,634$13,133$14,501
Filing and Contact Details

Filer

EIN
95-6093600
Phone
8059695081

Signing Officer

Name
John Glanville
Title
President
Signed
2014-11-18
Discuss with paid preparer
Yes

Preparer

Preparer
Matthew D Dawson CPA
Phone
8059695081
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: EDUCATIONAL | Donee's Name: SB CITY COLLEGE VOCATIONAL SCHOLARSHIPS | Donee's Address: 721 CLIFF DRIVE SANTA BARBARA, CA 93109 | Relationship of Donee: UNRELATED | Cash Amount Given: $6500”

Grants and Similar Amounts Paid In Excess of $5,000.3

“Class of Activity: CHARITABLE | Donee's Name: THE ROTARY FOUNDATION | Donee's Address: ONE ROTARY CENTER EVANSTON, IL 60201 | Relationship of Donee: UNRELATED | Cash Amount Given: $8491”

Other Expenses.1001

“Advertising and Promotion $1800”

Other Expenses.1007

“Conferences, Conventions, and Meetings $4377”

Other Expenses.1

“MEMBERS LUNCHES $31823”

Other Expenses.2

“COMMITTEE EXPENSE $3654”

Other Expenses.3

“DISTRICT EVENT $3030”

Other Expenses.4

“DISTRICT DUES $2491”

Other Expenses.5

“Rotary international dues $2491”

Other Expenses.6

“Rotary youth league awards $800”

Other Expenses.7

“New member mentor event $604”

Other Expenses.8

“SUPPLIES $532”

Other Expenses.9

“WEBSITE EXPENSE $366”

Other Expenses.10

“GROUP 8 DUES $350”

Other Expenses.11

“GROUP 8 ROTARACT $150”

Other Expenses.12

“Montecito association $110”

Other Expenses.13

“Miscellaneouse expenses $35”

Raw XML Appendix142 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/PersonNm0MATTHEW DAWSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08059695081
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 5339
IRS990EZ/BooksInCareOfDetail/USAddress/City0SANTA BARBARA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032503
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041414
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022177
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08911
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06151
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032503
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IRS990EZ/FundraisingGrossIncomeAmt027634
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018034
IRS990EZ/GrossReceiptsAmt098842
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06176
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032503
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041414
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032503
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041414
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN GLANVILLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOE KIRKLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARC E FLEISCHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052613
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE: PROVIDING SERVICE FOR LOCAL AND INTERNATIONAL CHARITABLE NOT-FOR-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramServiceRevenueAmt042855
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE: PROVIDING SERVICE FOR LOCAL AND INTERNATIONAL CHARITABLE NOT-FOR-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt071206
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010724
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt013133
IRS990EZ/SpecialEventsNetIncomeLossAmt014501
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076798
IRS990EZ/TotalProgramServiceExpensesAmt071206
IRS990EZ/TotalRevenueAmt085709
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.MONTECITOROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013133
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027634
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014501
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013133
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: EDUCATIONAL | Donee's Name: SB CITY COLLEGE VOCATIONAL SCHOLARSHIPS | Donee's Address: 721 CLIFF DRIVE SANTA BARBARA, CA 93109 | Relationship of Donee: UNRELATED | Cash Amount Given: $6500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: CHARITABLE | Donee's Name: THE ROTARY FOUNDATION | Donee's Address: ONE ROTARY CENTER EVANSTON, IL 60201 | Relationship of Donee: UNRELATED | Cash Amount Given: $8491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $1800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $4377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERS LUNCHES $31823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMITTEE EXPENSE $3654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DISTRICT EVENT $3030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DISTRICT DUES $2491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ROTARY INTERNATIONAL DUES $2491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ROTARY YOUTH LEAGUE AWARDS $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10NEW MEMBER MENTOR EVENT $604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SUPPLIES $532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12WEBSITE EXPENSE $366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13GROUP 8 DUES $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14GROUP 8 ROTARACT $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15MONTECITO ASSOCIATION $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MISCELLANEOUSE EXPENSES $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.13
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN GLANVILLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF MONTECITO
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956093600
ReturnHeader/Filer/PhoneNum08059695081
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 5339
ReturnHeader/Filer/USAddress/City0SANTA BARBARA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093150
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Hocking Denton Palmquist
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 5339
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Santa Barbara
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0931505339
ReturnHeader/PreparerPersonGrp/PhoneNum08059695081
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW D DAWSON CPA
ReturnHeader/ReturnTs02014-11-18T14:34:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,414
Liabilities
$0
Net assets
$41,414
Revenue
$85,709
Expenses
$76,798
Net income
$8,911
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