Civic Intelligence

Rotary International

EIN 95-6097990 • 501(c)4 • Huntington Beach, CA

Profile

To provide service to the community through events, education and providing resources (human and monetary) to those in need.

PO Box 1433Huntington Beach, CA 92647

huntingtonbeachrotary.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 2018

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-120%

Higher net margin than 7% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

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 2018

Asset Growth

12th percentile

-79%

Faster asset growth than 12% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-29%

Faster revenue growth than 24% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$18,987

Down $71,363 (-79%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$18,987

Down $71,363 (-79%) from 2017

Operations
Liabilities / Revenue61st percentileNet Margin7th percentile

Revenue

Down

$59,519

Down $23,803 (-29%) from 2017

Expenses

Up

$130,882

Up $77,032 (+143%) from 2017

Net Income

Down

-$71,363

Down $100,835 (-342%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$100K$50K$0Assets 2010: $38,955Liabilities 2010: $3,050Net Assets 2010: $35,9052010Assets 2012: $31,777Liabilities 2012: $02012Assets 2016: $60,878Liabilities 2016: $02016Assets 2017: $90,350Liabilities 2017: $0Net Assets 2017: $90,3502017Assets 2018: $18,987Liabilities 2018: $0Net Assets 2018: $18,9872018

Highlighted filing

2018

Assets$18,987
Liabilities$0
Net Assets$18,987
Open 2018 Filing

Operations Trend

Revenue Growth24th percentile

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

$200K$100K$0-$100KRevenue 2010: $35,278Expenses 2010: $30,065Net Income 2010: $5,2132010Revenue 2012: $52,928Expenses 2012: $57,314Net Income 2012: -$4,3862012Revenue 2016: $73,357Expenses 2016: $50,539Net Income 2016: $22,8182016Revenue 2017: $83,322Expenses 2017: $53,850Net Income 2017: $29,4722017Revenue 2018: $59,519Expenses 2018: $130,882Net Income 2018: -$71,3632018

Highlighted filing

2018

Revenue$59,519
Expenses$130,882
Net Income-$71,363
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,987
Liabilities
$0
Net assets
$18,987
Revenue
$59,519
Expenses
$130,882
Net income
-$71,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.60$1.31$0.71
2017Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.83$0.54$0.29
2016Summary only. Only limited summary data is available for this year.$0.61$0.00$0.73$0.51$0.23
2012Summary only. Only limited summary data is available for this year.$0.32$0.00$0.53$0.57$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.03$0.36$0.35$0.30$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.0
Mission and Program Overview

Mission

To provide service to the community through events, education and providing resources (human and monetary) to those in need.

All funds received and raised less expenses are passed through to worthy causes to support the community and the Rotary Club of Huntington Beach Rotary Foundation Inc

Program Services

DescriptionGrantsExpenses
0-$50,000
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter BrunnerPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
95-6097990
Address
PO Box 1433, Huntington Beach, CA 92647

Signing Officer

Name
Mark Weld
Title
BoardMember
Signed
2018-11-13
Supplemental Narrative

Additional Explanations

Schedule O:

“Part 110 Sunview Elementary School grant for computer equipment 5034 Rotary Youth Leadership Academy grant for students 4180 Robynes Nest grant for food and supplies for underprivileged students 2220 Guatemala Water Project Grant 1575 Matching Grant 1300 Total 14309 Part 116 Donation to Rotary Club of Huntington Beach Rotary Foundation 70390 Bank Fees 261 Charitable Contribution 200 Dues paid to Rotary International 3182 Dues paid to District 3216 Rotary Foundation Contributions 4100 District Expenses MISC 3614 Club Member and guest meals 15625 Chamber Dues 370 Spurgeon Award Luncheon 1000 Club Events 2956 Membership 119 Community Service 1314 Science Showtime 1973 Youth Services 427 Rotary International Tree Planting 2155 Angel Game Chili Cook-off 700 Elwyn Tickets and Raffle 280 International Beach Weekend 465 Total 112347”

Raw XML Appendix119 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/BenefitsPaidToOrForMembersAmt03533
IRS990EZ/BooksInCareOfDetail/PersonNm0Nancy Gahn
IRS990EZ/BooksInCareOfDetail/PhoneNum07145889847
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1433
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Huntington Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092647
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090350
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018987
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt014476
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-71363
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090350
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018987
IRS990EZ/FundraisingGrossIncomeAmt05780
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014309
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LoansToFromOfficersAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt036864
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090350
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018987
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090350
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018987
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Peter Brunner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0112347
IRS990EZ/OtherRevenueTotalAmt06239
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0All funds received and raised less expenses are passed through to worthy causes to support the community and the Rotary Club of Huntington Beach Rotary Foundation Inc
IRS990EZ/PrintingPublicationsPostageAmt0693
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03848
IRS990EZ/SpecialEventsNetIncomeLossAmt01932
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0130882
IRS990EZ/TotalProgramServiceExpensesAmt050000
IRS990EZ/TotalRevenueAmt059519
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0huntingtonbeachrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 110 Sunview Elementary School grant for computer equipment 5034 Rotary Youth Leadership Academy grant for students 4180 Robynes Nest grant for food and supplies for underprivileged students 2220 Guatemala Water Project Grant 1575 Matching Grant 1300 Total 14309 Part 116 Donation to Rotary Club of Huntington Beach Rotary Foundation 70390 Bank Fees 261 Charitable Contribution 200 Dues paid to Rotary International 3182 Dues paid to District 3216 Rotary Foundation Contributions 4100 District Expenses MISC 3614 Club Member and guest meals 15625 Chamber Dues 370 Spurgeon Award Luncheon 1000 Club Events 2956 Membership 119 Community Service 1314 Science Showtime 1973 Youth Services 427 Rotary International Tree Planting 2155 Angel Game Chili Cook-off 700 Elwyn Tickets and Raffle 280 International Beach Weekend 465 Total 112347
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Weld
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BoardMember
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956097990
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1433
ReturnHeader/Filer/USAddress/CityNm0Huntington Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092647
ReturnHeader/ReturnTs02018-11-13T22:00:16Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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