Civic Intelligence

Rotary Club of Montecito

990EZ • Fiscal year 2016 • EIN 95-6093600

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

11th percentile

-29%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

8th percentile

-40%

Faster asset growth than 8% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-8.8%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$31,390

Down $21,057 (-40%) from 2015

Net Assets

Down

$31,345

Down $21,102 (-40%) from 2015

Liabilities

Up

$45

Up $45 from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin11th percentile

Revenue

Down

$73,926

Down $7,091 (-8.8%) from 2015

Expenses

Up

$95,028

Up $25,044 (+36%) from 2015

Net Income

Down

-$21,102

Down $32,135 (-291%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2016

Assets$31,390
Liabilities$45
Net Assets$31,345
Open 2016 Filing

Operations Trend

Revenue Growth32nd 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

2016

Revenue$73,926
Expenses$95,028
Net Income-$21,102
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.0
Gross Receipts
$84,932
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.$77,056$17,972
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE KIRKLANDPresidentPT$0--
BERNADETTE BAGLEYSecretaryPT$0--
KURT KOENIGTreasurerPT$0--
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
Bernadette Bagley
Title
Secretary
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
HDP & Associates Blackline Partners LLC
Address
PO Box 5339, Santa Barbara, CA 93150-5339
Preparer
John R Warner 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: $7972”

Other Expenses.1007

“Conferences, Conventions, and Meetings $2270”

Other Expenses.1

“MEMBERS LUNCHES $47824”

Other Expenses.2

“DISTRICT EVENTS $5311”

Other Expenses.3

“Rotary international dues $3124”

Other Expenses.4

“DISTRICT DUES $2367”

Other Expenses.5

“WEBSITE EXPENSE $2227”

Other Expenses.6

“International projects $1300”

Other Expenses.7

“ESSAY SCHOLARSHIP $1000”

Other Expenses.8

“SUPPLIES $907”

Other Expenses.9

“Rotary youth league awards $775”

Other Expenses.10

“Golf tournament expense $500”

Other Expenses.11

“Public service awards $425”

Other Expenses.12

“Miscellaneouse expenses $80”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $45”

Raw XML Appendix131 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/PersonNm0HDP ASSOCIATES
IRS990EZ/BooksInCareOfDetail/PhoneNum08059695081
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5339
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052447
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031390
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IRS990EZ/ContributionsGiftsGrantsEtcAmt014942
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21102
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08946
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052447
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031390
IRS990EZ/FundraisingGrossIncomeAmt09207
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017972
IRS990EZ/GrossReceiptsAmt084932
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07102
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052447
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031345
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052447
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031345
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/PersonNm1BERNADETTE BAGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KURT KOENIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt068110
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE: PROVIDING SERVICE FOR LOCAL AND INTERNATIONAL CHARITABLE NOT-FOR-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramServiceRevenueAmt053681
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE: PROVIDING SERVICE FOR LOCAL AND INTERNATIONAL CHARITABLE NOT-FOR-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt077056
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017972
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011006
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1799
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt045
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095028
IRS990EZ/TotalProgramServiceExpensesAmt077056
IRS990EZ/TotalRevenueAmt073926
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.MONTECITOROTARY.ORG
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: $7972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $2270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS LUNCHES $47824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISTRICT EVENTS $5311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROTARY INTERNATIONAL DUES $3124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DISTRICT DUES $2367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE EXPENSE $2227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INTERNATIONAL PROJECTS $1300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ESSAY SCHOLARSHIP $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SUPPLIES $907
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ROTARY YOUTH LEAGUE AWARDS $775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11GOLF TOURNAMENT EXPENSE $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PUBLIC SERVICE AWARDS $425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MISCELLANEOUSE EXPENSES $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $45
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1001
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNADETTE BAGLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
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/BusinessNameLine1Txt0HDP & Associates Blackline Partners LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 5339
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Barbara
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0931505339
ReturnHeader/PreparerPersonGrp/PhoneNum08059695081
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R WARNER CPA
ReturnHeader/ReturnTs02016-11-15T14:29:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,390
Liabilities
$45
Net assets
$31,345
Revenue
$73,926
Expenses
$95,028
Net income
-$21,102
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
2016Detailed filing. Detailed filing data is available for this year.$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