Liabilities / Assets
62nd percentile
Higher debt load relative to assets than 62% of similar nonprofits.
Rotary International Club of Placentia 849
EIN 95-6095410 • 501(c)4 • Placentia, CA
Profile
Provide service to others, promote integrity and advance world understanding, goodwill and peace through its friendships of business, professional and community leaders. Members believe it starts with a commitment to service above self.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
65th percentile
Higher debt load relative to revenue than 65% of similar nonprofits.
Net Margin
63rd percentile
Higher net margin than 63% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
63rd percentile
Faster asset growth than 63% of similar nonprofits.
Revenue Growth
23rd percentile
Faster revenue growth than 23% of similar nonprofits.
Balance Sheet
Assets
Up$24,264
Up $9,347 (+63%) from 2023
Liabilities
Down$83
Down $353 (-81%) from 2023
Net Assets
Up$24,181
Up $9,700 (+67%) from 2023
Revenue
Down$14,248
Down $10,625 (-43%) from 2023
Expenses
Down$12,977
Down $12,932 (-50%) from 2023
Net Income
Up$1,271
Up $2,307 (+223%) from 2023
Trend Graphs
Filings
Most recent year
2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $24,264
- Liabilities
- $83
- Net assets
- $24,181
- Revenue
- $14,248
- Expenses
- $12,977
- Net income
- $1,271
Latest Detailed Filing
The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Nov 1, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $24,873
Mission and Program Overview
Mission
Provide service to others, promote integrity and advance world understanding, goodwill and peace through its friendships of business, professional and community leaders. Members believe it starts with a commitment to service above self.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| OTHER COMMUNITY EVENTS | - | $3,413 |
| CITY / COMMUNITY EVENTS | - | $2,949 |
| RI GLOBAL GRANT GUATEMALA | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ALICE SHIOZAWA | President | PT | $0 | - | - |
| KATHI BALDWIN | Secretary | PT | $0 | - | - |
| DOTTIE ROGERS | Treasurer | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rotary International Club
- EIN
- 95-6095410
- Phone
- 7148755976
- Address
- PO BOX 1331, PLACENTIA, CA 92871
Signing Officer
- Name
- Dottie Rogers
- Title
- Treasurer
- Phone
- 7148755976
- Signed
- 2023-11-01
Preparer
- Firm
- Kevin N Frazier CPA
- Address
- 1250 N LAKEVIEW AVE STE K, ANAHEIM, CA 92807-1801
- Preparer
- Kevin N Frazier
- Phone
- 7147798699
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses po box rental 156 tax & assessments 1,085 club meal costs 9,046 president expense 1,199 district dues 6,090 ryla youth expense 1,920 administrative costs 51 heritage days 999 chamber support 1,150 charitable support 800 community events 3,413 total 25,909”
Form 990-ez, Part II, Line 24
“Accounts receivable 4,325 1,587 total 4,325 1,587”
Form 990-ez, Part II, Line 26
“District grant 211 0 interact club account 0 416 rotary foundation 5,208 0 trf annual share fund 0 20”
Form 990-ez, Part III
“Provide service to others, promote integrity and advance world understanding, goodwill and peace through its friendships of business, professional and community leaders. Members believe it starts with a commitment to service above self.”
Raw XML Appendix110 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DOTTIE ROGERS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7148755976 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 1331 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PLACENTIA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92871 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 16611 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 13330 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 18644 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1036 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 20936 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 14917 |
| IRS990EZ/GrossReceiptsAmt | 0 | 24873 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingOtherDesc | 0 | MODIFIED CASH |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 15517 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 14481 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 15517 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 14481 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ALICE SHIOZAWA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KATHI BALDWIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DOTTIE ROGERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 4325 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1587 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 25909 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY AND ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH ITS FRIENDSHIPS OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS. MEMBERS BELIEVE IT STARTS WITH A COMMITMENT TO SERVICE ABOVE SELF. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 6229 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | RI GLOBAL GRANT GUATEMALA |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | CITY / COMMUNITY EVENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | OTHER COMMUNITY EVENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 2949 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 3413 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 5419 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 436 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 25909 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 6362 |
| IRS990EZ/TotalRevenueAmt | 0 | 24873 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.PLACENTIAROTARY.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES PO BOX RENTAL 156 TAX & ASSESSMENTS 1,085 CLUB MEAL COSTS 9,046 PRESIDENT EXPENSE 1,199 DISTRICT DUES 6,090 RYLA YOUTH EXPENSE 1,920 ADMINISTRATIVE COSTS 51 HERITAGE DAYS 999 CHAMBER SUPPORT 1,150 CHARITABLE SUPPORT 800 COMMUNITY EVENTS 3,413 TOTAL 25,909 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACCOUNTS RECEIVABLE 4,325 1,587 TOTAL 4,325 1,587 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DISTRICT GRANT 211 0 INTERACT CLUB ACCOUNT 0 416 ROTARY FOUNDATION 5,208 0 TRF ANNUAL SHARE FUND 0 20 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY AND ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH ITS FRIENDSHIPS OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS. MEMBERS BELIEVE IT STARTS WITH A COMMITMENT TO SERVICE ABOVE SELF. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DOTTIE ROGERS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7148755976 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL CLUB |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | OF PLACENTIA 849 |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 956095410 |
| ReturnHeader/Filer/PhoneNum | 0 | 7148755976 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 1331 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PLACENTIA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92871 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 330497281 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | KEVIN N FRAZIER CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1250 N LAKEVIEW AVE STE K |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ANAHEIM |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 928071801 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7147798699 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-11-10 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KEVIN N FRAZIER |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2023-11-10T19:46:42-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | DOTTIE |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | ROGERS |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.