Civic Intelligence

San Clemente Rotary Club

EIN 95-6095693 • 501(c)4 • San Clemente, CA

Profile

To bring together the outstanding members of the various professions and vocations of the community in order to promote understanding and fellowship, and by doing so to aid and support worthy civic, county, state, national, and international projects and charities.

PO Box 4San Clemente, CA 92674

sanclementerotary.org

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 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

89th percentile

37%

Faster asset growth than 89% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

84%

Faster revenue growth than 93% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$15,517

Up $4,187 (+37%) from 2022

Liabilities

Down

$0

Down $5,096 (-100%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$53,366

Up $24,380 (+84%) from 2022

Expenses

Up

$44,133

Up $12,701 (+40%) from 2022

Net Income

Up

$9,233

Up $11,679 (+477%) from 2022

Trend Graphs

Balance Sheet Trend

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

$20K$10K$0-$10KAssets 2012: $12,094Liabilities 2012: $02012Assets 2013: $18,736Liabilities 2013: $02013Assets 2014: $13,327Liabilities 2014: $9,8082014Assets 2015: $6,878Liabilities 2015: $3,6862015Assets 2016: $6,178Net Assets 2016: $6,1782016Assets 2017: $8,608Liabilities 2017: $3,5942017Assets 2018: $5,898Liabilities 2018: $4412018Assets 2019: $6,212Liabilities 2019: $7,752Net Assets 2019: -$1,5402019Assets 2020: $7,747Liabilities 2020: $1,076Net Assets 2020: $6,6712020Assets 2021: $10,203Liabilities 2021: $1,523Net Assets 2021: $8,6802021Assets 2022: $11,330Liabilities 2022: $5,096Net Assets 2022: $6,2342022Assets 2023: $15,517Liabilities 2023: $02023

Highlighted filing

2023

Assets$15,517
Liabilities$0
Net Assets-

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $84,112Expenses 2012: $109,271Net Income 2012: -$25,1592012Revenue 2013: $66,601Expenses 2013: $59,959Net Income 2013: $6,6422013Revenue 2014: $89,061Expenses 2014: $79,707Net Income 2014: $9,3542014Revenue 2015: $60,745Expenses 2015: $61,072Net Income 2015: -$3272015Revenue 2016: $47,483Expenses 2016: $44,497Net Income 2016: $2,9862016Revenue 2017: $37,724Expenses 2017: $38,888Net Income 2017: -$1,1642017Revenue 2018: $35,919Expenses 2018: $35,476Net Income 2018: $4432018Revenue 2019: $23,892Expenses 2019: $30,889Net Income 2019: -$6,9972019Revenue 2020: $26,653Expenses 2020: $18,442Net Income 2020: $8,2112020Revenue 2021: $15,681Expenses 2021: $13,672Net Income 2021: $2,0092021Revenue 2022: $28,986Expenses 2022: $31,432Net Income 2022: -$2,4462022Revenue 2023: $53,366Expenses 2023: $44,133Net Income 2023: $9,2332023

Highlighted filing

2023

Revenue$53,366
Expenses$44,133
Net Income$9,233

Filings

Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 28, 2023
Return Version
2021v4.1
Gross Receipts
$28,986
Mission and Program Overview

Mission

To bring together the outstanding members of the various professions and vocations of the community in order to promote understanding and fellowship, and by so doing to aid and support worthy civic, county, state, national, and international projects and charities

To bring together the outstanding members of the various professions and vocations of the community in order to promote understanding and fellowship, and by doing so to aid and support worthy civic, county, state, national, and international projects and charities.

Program Services

DescriptionGrantsExpenses
THE SAN CLEMENTE ROTARY CLUB PROVIDES HUMANITARIAN SERVICE IN THE COMMUNITY ANDTHROUGHOUT THE WORLD. FUNDS RAISED ARE FOR THE BENEFIT OF PROJECTS SPONSORED BYTHE ROTARY DISTRICT AND ROTARY INTERNATIONAL FOUNDATION. MEMBERSHIP PARTICIPATION IS ENCOURAGED BY HOLDING WEEKLY DINNER MEETINGS.$6,486$6,486
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TYLER BODENPresident-$0--
JEREMY DUGANPast President-$0--
PAULA KOHLTreasurer-$0--
GARY STEVENSSecretary-$0--
ROBERT BURNSChairman-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Meals$8,830$8,830-$8,830
Fundraising$6,411$6,411-$6,411
Total Events$15,241$15,241-$15,241
Filing and Contact Details

Filer

Filer Name
San Clemente Rotary Club
EIN
95-6095693
Phone
9492755700
Address
PO BOX 4, SAN CLEMENTE, CA 92674

Signing Officer

Name
Paula Kohl
Title
Treasurer
Phone
9492755700
Signed
2023-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Tax Pros Plus
Address
439 N El Camino Real Ste B, San Clemente, CA 92672
Preparer
Jean Rivera Payan
Phone
9492711200
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Grants and similar amounts paid in excess of $5000; donation; san clemente foundation: p.o. Box 4, san clemente, ca, 92674; none, 6486.

Form 990EZ, Part I, Line 16

BANK CHARGES 2588.

Form 990EZ, Part I, Line 16

CLUB EVENTS 9622.

Form 990EZ, Part I, Line 16

Dues-rotary district 2774.

Form 990EZ, Part I, Line 16

Dues-rotary international 3198.

Form 990EZ, Part I, Line 16

DUES-OTHER 260.

Form 990EZ, Part I, Line 16

ADMIN FEES 38.

Form 990EZ, Part I, Line 16

WEBSITE 133.

Form 990EZ, Part I, Line 16

SUPPLIES 497.

Form 990EZ, Part I, Line 16

TRAINING COSTS 1552.

Form 990EZ, Part I, Line 16

PLAQUES AND BADGES 902.

Form 990EZ, Part I, Line 16

OFFICE EXPENSE 563.

Form 990EZ, Part II, Line 26

Due to san clemente rotary foundation 1523. 5096.

Raw XML Appendix167 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/USAddress/CityNm0SAN CLEMENTE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TYLER BODEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEREMY DUGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAULA KOHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT BURNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIRMAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022127
IRS990EZ/PrimaryExemptPurposeTxt0TO BRING TOGETHER THE OUTSTANDING MEMBERS OF THE VARIOUS PROFESSIONS AND VOCATIONS OF THE COMMUNITY IN ORDER TO PROMOTE UNDERSTANDING AND FELLOWSHIP, AND BY DOING SO TO AID AND SUPPORT WORTHY CIVIC, COUNTY, STATE, NATIONAL, AND INTERNATIONAL PROJECTS AND CHARITIES.
IRS990EZ/PrintingPublicationsPostageAmt0166
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SAN CLEMENTE ROTARY CLUB PROVIDES HUMANITARIAN SERVICE IN THE COMMUNITY ANDTHROUGHOUT THE WORLD. FUNDS RAISED ARE FOR THE BENEFIT OF PROJECTS SPONSORED BYTHE ROTARY DISTRICT AND ROTARY INTERNATIONAL FOUNDATION. MEMBERSHIP PARTICIPATION IS ENCOURAGED BY HOLDING WEEKLY DINNER MEETINGS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06486
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IRS990EZ/TotalExpensesAmt031432
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IRS990EZ/TotalRevenueAmt028986
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08830
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015241
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS AND SIMILAR AMOUNTS PAID IN EXCESS OF $5000; DONATION; SAN CLEMENTE FOUNDATION: P.O. BOX 4, SAN CLEMENTE, CA, 92674; NONE, 6486.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 2588.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLUB EVENTS 9622.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES-ROTARY DISTRICT 2774.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES-ROTARY INTERNATIONAL 3198.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES-OTHER 260.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADMIN FEES 38.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE 133.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES 497.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TRAINING COSTS 1552.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PLAQUES AND BADGES 902.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11OFFICE EXPENSE 563.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DUE TO SAN CLEMENTE ROTARY FOUNDATION 1523. 5096.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jean Rivera Payan
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ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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