Civic Intelligence

Rotary Club of Montecito

990EZ • Fiscal year 2015 • EIN 95-6093600

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 20, 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

37th percentile

-5.5%

Faster revenue growth than 37% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$52,447

Up $11,033 (+27%) from 2014

Net Assets

Up

$52,447

Up $11,033 (+27%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin72nd percentile

Revenue

Down

$81,017

Down $4,692 (-5.5%) from 2014

Expenses

Down

$69,984

Down $6,814 (-8.9%) from 2014

Net Income

Up

$11,033

Up $2,122 (+24%) from 2014

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

2015

Assets$52,447
Liabilities$0
Net Assets$52,447
Open 2015 Filing

Operations Trend

Revenue Growth37th 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

2015

Revenue$81,017
Expenses$69,984
Net Income$11,033
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 20, 2015
Return Version
2014v5.0
Gross Receipts
$88,848
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.$65,521$7,696
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE KIRKLANDSecretaryPT$0--
MARC E FLEISCHMANPresidentPT$0--
ANDREW BERWICKTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament Fundraiser$19,032$19,032$7,831$11,201
Total Events$19,032$19,032$7,831$11,201
Filing and Contact Details

Filer

Filer Name
Rotary Club of Montecito
EIN
95-6093600
Phone
8059695081
Address
PO BOX 5339, SANTA BARBARA, CA 93150

Signing Officer

Name
Marc E Fleischman
Title
President
Signed
2015-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Hocking Denton Palmquist
Address
PO Box 5339, Santa Barbara, CA 93150-5339
Preparer
Matthew D Dawson CPA
Phone
8059695081
Supplemental Narrative

Additional Explanations

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: $5047”

Other Expenses.1007

“Conferences, Conventions, and Meetings $6321”

Other Expenses.1

“MEMBERS LUNCHES $35269”

Other Expenses.2

“Rotary international dues $2833”

Other Expenses.3

“DISTRICT EVENT $1999”

Other Expenses.4

“SUPPLIES $1197”

Other Expenses.5

“DISTRICT DUES $795”

Other Expenses.6

“Rotary youth league awards $775”

Other Expenses.7

“WEBSITE EXPENSE $659”

Other Expenses.8

“Miscellaneouse expenses $35”

Raw XML Appendix128 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/PersonNm0MATTHEW DAWSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08059695081
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5339
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041414
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052447
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016670
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011033
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07807
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041414
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052447
IRS990EZ/FundraisingGrossIncomeAmt019032
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012294
IRS990EZ/GrossReceiptsAmt088848
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06807
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041414
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052447
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041414
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052447
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE KIRKLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARC E FLEISCHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREW BERWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt049883
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE: PROVIDING SERVICE FOR LOCAL AND INTERNATIONAL CHARITABLE NOT-FOR-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramServiceRevenueAmt046339
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE: PROVIDING SERVICE FOR LOCAL AND INTERNATIONAL CHARITABLE NOT-FOR-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt065521
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07696
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt07831
IRS990EZ/SpecialEventsNetIncomeLossAmt011201
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069984
IRS990EZ/TotalProgramServiceExpensesAmt065521
IRS990EZ/TotalRevenueAmt081017
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.MONTECITOROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07831
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019032
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019032
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019032
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019032
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011201
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07831
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class 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: $5047
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $6321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS LUNCHES $35269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROTARY INTERNATIONAL DUES $2833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISTRICT EVENT $1999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $1197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DISTRICT DUES $795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROTARY YOUTH LEAGUE AWARDS $775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WEBSITE EXPENSE $659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUSE EXPENSES $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC E FLEISCHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF MONTECITO
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956093600
ReturnHeader/Filer/PhoneNum08059695081
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5339
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093150
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hocking Denton Palmquist
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 5339
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Barbara
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0931505339
ReturnHeader/PreparerPersonGrp/PhoneNum08059695081
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW D DAWSON CPA
ReturnHeader/ReturnTs02015-10-20T11:52:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,447
Liabilities
$0
Net assets
$52,447
Revenue
$81,017
Expenses
$69,984
Net income
$11,033
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