Civic Intelligence

Rotary International Club

990EZ • Fiscal year 2022 • EIN 95-6095410

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 14, 2022

Organization ProfileWWW.PLACENTIAROTARY.ORG
PO Box 1331Placentia, CA 92871

(714) 875-5976

Siviq Scores

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

Liabilities / Assets

86th percentile

0.26x

Higher debt load relative to assets than 86% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

80th percentile

0.14x

Higher debt load relative to revenue than 80% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

7th percentile

-65%

Higher net margin than 7% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-73%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$20,936

Up $2,010 (+11%) from 2021

Net Assets

$15,517

No earlier filing loaded for comparison.

Liabilities

Up

$5,419

Up $26,501 (+126%) from 2021

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin7th percentile

Revenue

Down

$37,792

Down $101,845 (-73%) from 2021

Expenses

Down

$62,283

Down $47,306 (-43%) from 2021

Net Income

Down

-$24,491

Down $54,539 (-182%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0-$50KAssets 2012: $60,198Liabilities 2012: $24,1372012Assets 2013: $60,278Liabilities 2013: $28,6772013Assets 2014: $47,882Liabilities 2014: $21,4022014Assets 2015: $78,699Liabilities 2015: $24,4842015Assets 2016: $64,035Liabilities 2016: $15,7172016Assets 2017: $71,730Liabilities 2017: $31,0282017Assets 2018: $60,221Liabilities 2018: $29,3382018Assets 2019: $26,992Liabilities 2019: $12,5552019Assets 2020: $15,710Liabilities 2020: $10,7502020Assets 2021: $18,926Liabilities 2021: -$21,0822021Assets 2022: $20,936Liabilities 2022: $5,419Net Assets 2022: $15,5172022Assets 2023: $14,917Liabilities 2023: $436Net Assets 2023: $14,4812023Assets 2025: $24,264Liabilities 2025: $83Net Assets 2025: $24,1812025

Highlighted filing

2022

Assets$20,936
Liabilities$5,419
Net Assets$15,517
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $81,272Expenses 2012: $72,533Net Income 2012: $8,7392012Revenue 2013: $75,859Expenses 2013: $80,184Net Income 2013: -$4,3252013Revenue 2014: $58,502Expenses 2014: $63,615Net Income 2014: -$5,1132014Revenue 2015: $84,561Expenses 2015: $56,821Net Income 2015: $27,7402015Revenue 2016: $65,626Expenses 2016: $57,927Net Income 2016: $7,6992016Revenue 2017: $63,357Expenses 2017: $56,063Net Income 2017: $7,2942017Revenue 2018: $55,304Expenses 2018: $64,962Net Income 2018: -$9,6582018Revenue 2019: $42,437Expenses 2019: $52,358Net Income 2019: -$9,9212019Revenue 2020: $25,070Expenses 2020: $34,477Net Income 2020: -$9,4072020Revenue 2021: $139,637Expenses 2021: $109,589Net Income 2021: $30,0482021Revenue 2022: $37,792Expenses 2022: $62,283Net Income 2022: -$24,4912022Revenue 2023: $24,873Expenses 2023: $25,909Net Income 2023: -$1,0362023Revenue 2025: $14,248Expenses 2025: $12,977Net Income 2025: $1,2712025

Highlighted filing

2022

Revenue$37,792
Expenses$62,283
Net Income-$24,491
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$37,792
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

DescriptionGrantsExpenses
RI GLOBAL GRANT GUATEMALA-$25,947
CITY / COMMUNITY EVENTS-$7,144
OTHER COMMUNITY EVENTS-$1,279
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHI BALDWINPresidentPT$0--
CRAIG HALLSecretaryPT$0--
JAMES PADDOCKTreasurerPT$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
Kathi Baldwin
Title
President
Phone
7148755976
Signed
2022-11-14

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 interact club 402 po box rental 34 tax & assessments 762 web hosting 248 club meal costs 14,265 president expense 2,220 district dues 5,078 demotion expense 2,732 ryla youth expense 600 administrative costs 1,572 international service 25,947 heritage days 1,525 chamber support 1,960 charitable support 1,825 prayer breakfast 1,834 community event 854 other event 425 total 62,283”

Form 990-ez, Part II, Line 24

“Accounts receivable 5,436 4,325 total 5,436 4,325”

Form 990-ez, Part II, Line 26

“District grant 0 211 interact club account 1,025 0 rotary foundation 3,840 5,208”

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 Appendix111 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/BusinessName/BusinessNameLine1Txt0ROGERS BUSINESS SERVICES
IRS990EZ/BooksInCareOfDetail/PhoneNum07142230883
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 S KRAEMER BOULEVARD
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLACENTIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092870
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039437
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016611
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030462
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24491
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044873
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020936
IRS990EZ/GrossReceiptsAmt037792
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040008
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015517
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040008
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015517
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHI BALDWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CRAIG HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES PADDOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05436
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04325
IRS990EZ/OtherExpensesTotalAmt062283
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE 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/ProgramServiceRevenueAmt07330
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RI GLOBAL GRANT GUATEMALA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CITY / COMMUNITY EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER COMMUNITY EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025947
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17144
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21279
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04865
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05419
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062283
IRS990EZ/TotalProgramServiceExpensesAmt034370
IRS990EZ/TotalRevenueAmt037792
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PLACENTIAROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INTERACT CLUB 402 PO BOX RENTAL 34 TAX & ASSESSMENTS 762 WEB HOSTING 248 CLUB MEAL COSTS 14,265 PRESIDENT EXPENSE 2,220 DISTRICT DUES 5,078 DEMOTION EXPENSE 2,732 RYLA YOUTH EXPENSE 600 ADMINISTRATIVE COSTS 1,572 INTERNATIONAL SERVICE 25,947 HERITAGE DAYS 1,525 CHAMBER SUPPORT 1,960 CHARITABLE SUPPORT 1,825 PRAYER BREAKFAST 1,834 COMMUNITY EVENT 854 OTHER EVENT 425 TOTAL 62,283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 5,436 4,325 TOTAL 5,436 4,325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISTRICT GRANT 0 211 INTERACT CLUB ACCOUNT 1,025 0 ROTARY FOUNDATION 3,840 5,208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHI BALDWIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07148755976
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL CLUB
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF PLACENTIA 849
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956095410
ReturnHeader/Filer/PhoneNum07148755976
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1331
ReturnHeader/Filer/USAddress/CityNm0PLACENTIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092871
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330497281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEVIN N FRAZIER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01250 N LAKEVIEW AVE STE K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANAHEIM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928071801
ReturnHeader/PreparerPersonGrp/PhoneNum07147798699
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN N FRAZIER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T18:47:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BALDWIN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,936
Liabilities
$5,419
Net assets
$15,517
Revenue
$37,792
Expenses
$62,283
Net income
-$24,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.14$0.13$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.14$0.25$0.26$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.05$0.16$0.38$0.62$0.24
2021Summary only. Only limited summary data is available for this year.$0.19$0.21$1.40$1.10$0.30
2020Summary only. Only limited summary data is available for this year.$0.16$0.11$0.25$0.34$0.09
2019Summary only. Only limited summary data is available for this year.$0.27$0.13$0.42$0.52$0.10
2018Summary only. Only limited summary data is available for this year.$0.60$0.29$0.55$0.65$0.10
2017Summary only. Only limited summary data is available for this year.$0.72$0.31$0.63$0.56$0.07
2016Summary only. Only limited summary data is available for this year.$0.64$0.16$0.66$0.58$0.08
2015Summary only. Only limited summary data is available for this year.$0.79$0.24$0.85$0.57$0.28
2014Summary only. Only limited summary data is available for this year.$0.48$0.21$0.59$0.64$0.05
2013Summary only. Only limited summary data is available for this year.$0.60$0.29$0.76$0.80$0.04
2012Summary only. Only limited summary data is available for this year.$0.60$0.24$0.81$0.73$0.09