Civic Intelligence

Rotary International

EIN 95-6119598 • 501(c)4 • Tustin, CA

Profile

Community service in tustin & santa ana

PO Box 14Tustin, CA 92781-0014
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 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

35th percentile

-6.0%

Higher net margin than 35% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

17th percentile

-49%

Faster asset growth than 17% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

-22%

Faster revenue growth than 28% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$5,171

Down $9,380 (-64%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$5,171

Down $9,380 (-64%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin35th percentile

Revenue

Up

$37,946

Up $20,388 (+116%) from 2022

Expenses

Up

$40,207

Up $5,057 (+14%) from 2022

Net Income

Up

-$2,261

Up $15,331 (+87%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$20K$15K$10K$5.0K$0Assets 2010: $15,872Net Assets 2010: $15,8722010Assets 2014: $1,736Liabilities 2014: $0Net Assets 2014: $1,7362014Assets 2015: $5,561Liabilities 2015: $0Net Assets 2015: $5,5612015Assets 2016: $3,920Liabilities 2016: $0Net Assets 2016: $3,9202016Assets 2017: $3,920Liabilities 2017: $0Net Assets 2017: $3,9202017Assets 2018: $4,635Liabilities 2018: $0Net Assets 2018: $4,6352018Assets 2022: $14,551Liabilities 2022: $0Net Assets 2022: $14,5512022Assets 2025: $5,171Liabilities 2025: $0Net Assets 2025: $5,1712025

Highlighted filing

2025

Assets$5,171
Liabilities$0
Net Assets$5,171
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

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

$100K$50K$0-$50KRevenue 2010: $48,099Expenses 2010: $67,711Net Income 2010: -$19,6122010Revenue 2014: $55,522Expenses 2014: $59,103Net Income 2014: -$3,5812014Revenue 2015: $64,992Expenses 2015: $64,748Net Income 2015: $2442015Revenue 2016: $85,894Expenses 2016: $87,535Net Income 2016: -$1,6412016Revenue 2017: $89,714Expenses 2017: $89,714Net Income 2017: $02017Revenue 2018: $82,921Expenses 2018: $70,260Net Income 2018: $12,6612018Revenue 2022: $17,558Expenses 2022: $35,150Net Income 2022: -$17,5922022Revenue 2025: $37,946Expenses 2025: $40,207Net Income 2025: -$2,2612025

Highlighted filing

2025

Revenue$37,946
Expenses$40,207
Net Income-$2,261
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,171
Liabilities
$0
Net assets
$5,171
Revenue
$37,946
Expenses
$40,207
Net income
-$2,261
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$37.9$40.2$2.26
2022Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$17.6$35.2$17.6
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.64$0.00$4.64$82.9$70.3$12.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.00$3.92$89.7$89.7$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.00$3.92$85.9$87.5$1.64
2015Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$65.0$64.7$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$55.5$59.1$3.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$15.9$48.1$67.7$19.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 16, 2026
Return Version
2024v5.2
Gross Receipts
$37,946
Mission and Program Overview

Mission

Community service in tustin & santa ana

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE IN TUSTIN & SANTA ANA-$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER CARLSONTreasurerPT$0--
MOHAN UPSANISecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
95-6119598
In Care Of
% ROGER W CARLSON
Phone
7148388090
Address
PO BOX 14, TUSTIN, CA 92781-0014

Signing Officer

Name
Roger W Carlson CPA
Title
Treasurer
Phone
7148388090
Signed
2026-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Carlson Accountancy Corporation
Address
3111 N Tustin St Ste 230, Orange, CA 92865
Preparer
Roger W Carlson CPA
Phone
7148388090
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountPROJECTS AND EVENTS 11,841DEMOTION 2,136GENERAL AND ADMIN 1,775DUES 6,516MEMBER MEALS 15,482OTHER 400”

Other changes in net assets or fund balances Part I line 20

“Description AmountPRIOR PERIOD ADJUSTMENT (2,707)”

Raw XML Appendix101 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/PersonNm0ROGER CARLSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07148388090
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017632 IRVINE BLVD STE 245
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092780
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010139
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05171
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04413
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2261
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010139
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05171
IRS990EZ/GrossReceiptsAmt037946
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt033533
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010139
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05171
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010139
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05171
IRS990EZ/OccupancyRentUtltsAndMaintAmt02057
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROGER CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MOHAN UPSANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-2707
IRS990EZ/OtherExpensesTotalAmt038150
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE IN TUSTIN & SANTA ANA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE IN TUSTIN & SANTA ANA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040207
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt037946
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPROJECTS AND EVENTS 11,841DEMOTION 2,136GENERAL AND ADMIN 1,775DUES 6,516MEMBER MEALS 15,482OTHER 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPRIOR PERIOD ADJUSTMENT (2,707)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER W CARLSON CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07148388090
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956119598
ReturnHeader/Filer/InCareOfNm0% ROGER W CARLSON
ReturnHeader/Filer/PhoneNum07148388090
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 14
ReturnHeader/Filer/USAddress/CityNm0TUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0927810014
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330935710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carlson Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03111 N Tustin St Ste 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orange
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092865
ReturnHeader/PreparerPersonGrp/PhoneNum07148388090
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER W CARLSON CPA
ReturnHeader/ReturnTs02026-02-17T17:08:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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