Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 95-6097990

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

PO Box 1433Huntington Beach, CA 92647

(714) 588-9847

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

90th percentile

35%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

91st percentile

48%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$90,350

Up $29,472 (+48%) from 2016

Net Assets

$90,350

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$83,322

Up $9,965 (+14%) from 2016

Expenses

Up

$53,850

Up $3,311 (+6.6%) from 2016

Net Income

Up

$29,472

Up $6,654 (+29%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$90,350
Liabilities$0
Net Assets$90,350

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$83,322
Expenses$53,850
Net Income$29,472
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$195,681
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Provided approximately 800 books to students for a literacy program at Sunview Elementary School$2,272$4,159
Paid for and provided counsel to approximately 12 students to attend a weekend camp that focused on team building.$0$3,040
Hosted a science fair with Goldenwest College faculty that was attended by 2,000 students and family members.$0$2,375
Hosted weekend beach event and sleepover for approximately 30 international students.$0$1,319
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard DeanerPresidentPT$0--
Brenda GlimSecretaryPT$0--
Nancy GahnTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Surfboards on Parade$143,270$143,270$110,514$32,756
Event 2$0$0$0$0
Total Events$144,640$144,640$112,359$32,281
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
95-6097990
Phone
7145889847
Address
PO Box 1433, Huntington Beach, CA 92647

Signing Officer

Name
Richard Deaner
Title
President
Phone
7148781745
Signed
2017-11-08
Discuss with paid preparer
Yes

Preparer

Preparer
Mark Weld
Phone
7145889847
Supplemental Narrative

Additional Explanations

Part I, Line 10

Grant given to Sunview Elementary School for a summer literacy project that provides books to students.

Part I, Line 16

Includes payment for club member meals that are collected in revenues from members, dues paid to Rotary International that are collected in revenues from members, project and program expenses, training, donations made and supplies and materials for club sponsored community service events.

Part I, Line 8

Amounts received from members to fund cover expenses for club activities and participation in civic events.

Part III, Line 31

Hosted weekend beach event and sleepover for approximately 30 international students.

Raw XML Appendix179 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.

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IRS990EZ/BenefitsPaidToOrForMembersAmt00
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/BOYAmt060878
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt090350
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IRS990EZ/ContributionsGiftsGrantsEtcAmt06608
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt029472
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IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt090350
IRS990EZ/FundraisingGrossIncomeAmt0144640
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02272
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0195681
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt094
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt038723
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060878
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090350
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Richard Deaner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brenda Glim
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nancy Gahn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt051578
IRS990EZ/OtherRevenueTotalAmt05616
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide service to the community through events, education and providing resources (human and monetary) to those in need.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Hosted a science fair with Goldenwest College faculty that was attended by 2,000 students and family members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided approximately 800 books to students for a literacy program at Sunview Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Paid for and provided counsel to approximately 12 students to attend a weekend camp that focused on team building.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Hosted weekend beach event and sleepover for approximately 30 international students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12272
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02375
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14159
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23040
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31319
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0112359
IRS990EZ/SpecialEventsNetIncomeLossAmt032281
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt053850
IRS990EZ/TotalProgramServiceExpensesAmt010893
IRS990EZ/TotalRevenueAmt083322
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0huntingtonbeachrotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0112359
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Surfboards on Parade
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0143270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt01370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0144640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0143270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0144640
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032281
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01845
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0112359
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0110514
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grant given to Sunview Elementary School for a summer literacy project that provides books to students.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Includes payment for club member meals that are collected in revenues from members, dues paid to Rotary International that are collected in revenues from members, project and program expenses, training, donations made and supplies and materials for club sponsored community service events.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Amounts received from members to fund cover expenses for club activities and participation in civic events.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Hosted weekend beach event and sleepover for approximately 30 international students.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part III, Line 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Deaner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07148781745
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956097990
ReturnHeader/Filer/PhoneNum07145889847
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1433
ReturnHeader/Filer/USAddress/CityNm0Huntington Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092647
ReturnHeader/PreparerPersonGrp/PhoneNum07145889847
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Weld
ReturnHeader/ReturnTs02017-11-01T22:31:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings