Civic Intelligence

Rotary Club of Montecito

990EZ • Fiscal year 2020 • EIN 95-6093600

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

Organization Profilewww.montecitorotary.org
PO Box 40218Santa Barbara, CA 93140

(805) 965-4400

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-20%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$57,092

Up $7,379 (+15%) from 2019

Net Assets

Up

$57,092

Up $7,379 (+15%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin73rd percentile

Revenue

Down

$38,873

Down $9,830 (-20%) from 2019

Expenses

Down

$31,494

Down $38,490 (-55%) from 2019

Net Income

Up

$7,379

Up $28,660 (+135%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2020

Assets$57,092
Liabilities$0
Net Assets$57,092
Open 2020 Filing

Operations Trend

Revenue Growth43rd 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

2020

Revenue$38,873
Expenses$31,494
Net Income$7,379
Open 2020 Filing
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 Pay86th 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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,092
Liabilities
$0
Net assets
$57,092
Revenue
$38,873
Expenses
$31,494
Net income
$7,379
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)4 • <$500k nonprofits