Civic Intelligence

Rotary Club of Morro Bay

EIN 95-6093601 • 501(c)4 • Morro Bay, CA

Profile

Provide educational, vocational and international awareness and assistance to community non-profit organizations.

PO Box 806Morro Bay, CA 93443

n/A

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 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

65th percentile

9.7%

Higher net margin than 65% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

82nd percentile

21%

Faster asset growth than 82% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

90%

Faster revenue growth than 93% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$55,654

Up $9,594 (+21%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$55,654

Up $9,594 (+21%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin65th percentile

Revenue

Up

$98,837

Up $46,761 (+90%) from 2024

Expenses

Up

$89,243

Up $44,942 (+101%) from 2024

Net Income

Up

$9,594

Up $1,819 (+23%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$60K$40K$20K$0Assets 2011: $26,074Liabilities 2011: $02011Assets 2012: $26,717Liabilities 2012: $02012Assets 2013: $32,564Liabilities 2013: $02013Assets 2014: $34,769Liabilities 2014: $02014Assets 2015: $30,370Net Assets 2015: $30,3702015Assets 2016: $39,610Net Assets 2016: $39,6102016Assets 2017: $30,811Liabilities 2017: $641Net Assets 2017: $30,1702017Assets 2018: $31,256Net Assets 2018: $31,2562018Assets 2019: $37,738Net Assets 2019: $37,7382019Assets 2020: $33,713Liabilities 2020: $0Net Assets 2020: $33,7132020Assets 2021: $27,153Liabilities 2021: $0Net Assets 2021: $27,1532021Assets 2023: $36,447Liabilities 2023: $0Net Assets 2023: $36,4472023Assets 2024: $46,060Liabilities 2024: $0Net Assets 2024: $46,0602024Assets 2025: $55,654Liabilities 2025: $0Net Assets 2025: $55,6542025

Highlighted filing

2025

Assets$55,654
Liabilities$0
Net Assets$55,654
Open 2025 Filing

Operations Trend

Revenue Growth93rd percentile

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

$100K$50K$0-$50KRevenue 2011: $54,087Expenses 2011: $46,206Net Income 2011: $7,8812011Revenue 2012: $65,077Expenses 2012: $64,434Net Income 2012: $6432012Revenue 2013: $72,601Expenses 2013: $66,754Net Income 2013: $5,8472013Revenue 2014: $65,400Expenses 2014: $63,195Net Income 2014: $2,2052014Revenue 2015: $72,314Expenses 2015: $77,595Net Income 2015: -$5,2812015Revenue 2016: $77,461Expenses 2016: $67,900Net Income 2016: $9,5612016Revenue 2017: $54,431Expenses 2017: $53,968Net Income 2017: $4632017Revenue 2018: $65,229Expenses 2018: $64,143Net Income 2018: $1,0862018Revenue 2019: $74,705Expenses 2019: $67,968Net Income 2019: $6,7372019Revenue 2020: $19,715Expenses 2020: $23,740Net Income 2020: -$4,0252020Revenue 2021: $22,800Expenses 2021: $29,360Net Income 2021: -$6,5602021Revenue 2023: $82,472Expenses 2023: $67,453Net Income 2023: $15,0192023Revenue 2024: $52,076Expenses 2024: $44,301Net Income 2024: $7,7752024Revenue 2025: $98,837Expenses 2025: $89,243Net Income 2025: $9,5942025

Highlighted filing

2025

Revenue$98,837
Expenses$89,243
Net Income$9,594
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,654
Liabilities
$0
Net assets
$55,654
Revenue
$98,837
Expenses
$89,243
Net income
$9,594
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$55.7$0.00$55.7$98.8$89.2$9.59
2024Detailed filing. Detailed filing data is available for this year.$46.1$0.00$46.1$52.1$44.3$7.78
2023Detailed filing. Detailed filing data is available for this year.$36.4$0.00$36.4$82.5$67.5$15.0
2021Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$22.8$29.4$6.56
2020Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$19.7$23.7$4.03
2019Detailed filing. Detailed filing data is available for this year.$37.7$37.7$74.7$68.0$6.74
2018Detailed filing. Detailed filing data is available for this year.$31.3$31.3$65.2$64.1$1.09
2017Detailed filing. Detailed filing data is available for this year.$30.8$0.64$30.2$54.4$54.0$0.46
2016Detailed filing. Detailed filing data is available for this year.$39.6$39.6$77.5$67.9$9.56
2015Detailed filing. Detailed filing data is available for this year.$30.4$30.4$72.3$77.6$5.28
2014Summary only. Only limited summary data is available for this year.$34.8$0.00$65.4$63.2$2.21
2013Summary only. Only limited summary data is available for this year.$32.6$0.00$72.6$66.8$5.85
2012Summary only. Only limited summary data is available for this year.$26.7$0.00$65.1$64.4$0.64
2011Summary only. Only limited summary data is available for this year.$26.1$0.00$54.1$46.2$7.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 1, 2025
Return Version
2024v5.2
Gross Receipts
$111,785
Mission and Program Overview

Mission

Provide educational, vocational and international awareness and assistance to community non-profit organizations.

Providing awareness and assistance

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL, VOCATIONAL, AND INTERNATIONAL AWARENESS AND ASSISTANCE TO COMMUNITY NON-PROFIT ORGANIZATIONS-$18,887
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA WEISSPresidentPT$0--
DAN COSTLYPast PresidentPT$0--
KIM CADESecretaryPT$0--
PETE ZOTOVICHTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fund Raisine$74,759$74,759$12,948$61,811
Club Functio$13,113$13,113$18,887$-5,774
Total Events$87,872$87,872$31,835$56,037
Filing and Contact Details

Filer

Filer Name
Rotary Club of Morro Bay
EIN
95-6093601
In Care Of
% PETER ZOTOVICH
Phone
8057480824
Address
PO BOX 806, MORRO BAY, CA 93443

Signing Officer

Name
Peter Zotovich
Title
Treasurer
Phone
8057480824
Signed
2025-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Linda K Harris CPA
Address
770 Morro Bay Blvd, Morro Bay, CA 93442
Preparer
Linda K Harris
Phone
8057721002
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDUES 14,958GIVING 38,923TAXES 50INTUIT 1,559PROGRAM SERVICE EXPENSE 18,887MEETINGS 4,858CONFERENCES 1,424PACE AND NEW GENERATIONS 4,877OFFICE 847BANK FEE 308”

Raw XML Appendix130 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/PersonNm0PETE ZOTOVICH
IRS990EZ/BooksInCareOfDetail/PhoneNum08057480824
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 806
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORRO BAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093443
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046060
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055654
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011838
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09594
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046060
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055654
IRS990EZ/FundraisingGrossIncomeAmt074759
IRS990EZ/GrossReceiptsAmt0111785
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012075
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046060
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055654
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046060
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055654
IRS990EZ/OccupancyRentUtltsAndMaintAmt02002
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSICA WEISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAN COSTLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM CADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PETE ZOTOVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt086691
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING AWARENESS AND ASSISTANCE
IRS990EZ/ProgramServiceRevenueAmt013113
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL, VOCATIONAL, AND INTERNATIONAL AWARENESS AND ASSISTANCE TO COMMUNITY NON-PROFIT ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018887
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt012948
IRS990EZ/SpecialEventsNetIncomeLossAmt061811
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt089243
IRS990EZ/TotalProgramServiceExpensesAmt018887
IRS990EZ/TotalRevenueAmt098837
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031835
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUND RAISINE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CLUB FUNCTIO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt074759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013113
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087872
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt074759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013113
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt087872
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056037
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031835
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012948
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt018887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDUES 14,958GIVING 38,923TAXES 50INTUIT 1,559PROGRAM SERVICE EXPENSE 18,887MEETINGS 4,858CONFERENCES 1,424PACE AND NEW GENERATIONS 4,877OFFICE 847BANK FEE 308
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER ZOTOVICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08057480824
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF MORRO BAY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956093601
ReturnHeader/Filer/InCareOfNm0% PETER ZOTOVICH
ReturnHeader/Filer/PhoneNum08057480824
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 806
ReturnHeader/Filer/USAddress/CityNm0MORRO BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093443
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461761176
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Linda K Harris CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0770 Morro Bay Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Morro Bay
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093442
ReturnHeader/PreparerPersonGrp/PhoneNum08057721002
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA K HARRIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-23T11:27:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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