Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 95-6119598

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 25, 2015

Organization Profile
PO Box 14Tustin, CA 92781-0014

(714) 592-4562

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

28th percentile

-6.4%

Higher net margin than 28% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$1,736

Down $14,136 (-89%) from 2010

Net Assets

Down

$1,736

Down $14,136 (-89%) from 2010

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin28th percentile

Revenue

Up

$55,522

Up $7,423 (+15%) from 2010

Expenses

Down

$59,103

Down $8,608 (-13%) from 2010

Net Income

Up

-$3,581

Up $16,031 (+82%) from 2010

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2014

Assets$1,736
Liabilities$0
Net Assets$1,736
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2014

Revenue$55,522
Expenses$59,103
Net Income-$3,581
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 25, 2015
Return Version
2013v4.0
Gross Receipts
$55,522
Mission and Program Overview

Mission

Community service in tustin & santa ana

Community and charity projects

Program Services

DescriptionGrantsExpenses
ROTARY CLUB OF TUSTIN PROVIDES SUPPORT AND CONTRIBUTIONS TO MANY ORGANIZATIONS ON AN ANNUAL BASIS THE SUPPORT AND DISBURSEMENTS PAID OUT THIS PAST FISCAL YEAR AMOUNTED TO 21273-$21,273
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN SHAHIDIPresident-$0--
LEO MIDDLETONSecretary-$0--
JOHN RIZZOPresident Elect-$0--
Filing and Contact Details

Filer

EIN
95-6119598

Signing Officer

Name
Roger W Carlson
Title
Treasurer
Signed
2015-04-25
Discuss with paid preparer
Yes

Preparer

Preparer
Roger W Carlson CPA
Phone
7148388090
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountlobsterfest - net 9,880district grants 3,600chili cook off - net 500special events 8,130fines 5,545black marble 916guest meals 2,784other income 2,193”

Description of other expenses Part I line 16

“Description amountprogram expenses 21,273office supplies 3,865miscellaneous 135ri delegate 8,023district dues 3,055christmas party 674rotary intnl dues 2,940accounting fees 500bank charges 567computer website 240dues and subscriptions 186demotion 1,585”

Raw XML Appendix102 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 W CARLSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07145924562
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 14
IRS990EZ/BooksInCareOfDetail/USAddress/City0TUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092781
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05317
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01736
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3581
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05317
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01736
IRS990EZ/GrossReceiptsAmt055522
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021974
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05317
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01736
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05317
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01736
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN SHAHIDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEO MIDDLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN RIZZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt043043
IRS990EZ/OtherRevenueTotalAmt033548
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND CHARITY PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY CLUB OF TUSTIN PROVIDES SUPPORT AND CONTRIBUTIONS TO MANY ORGANIZATIONS ON AN ANNUAL BASIS THE SUPPORT AND DISBURSEMENTS PAID OUT THIS PAST FISCAL YEAR AMOUNTED TO 21273
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021273
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt016060
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059103
IRS990EZ/TotalProgramServiceExpensesAmt021273
IRS990EZ/TotalRevenueAmt055522
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTLOBSTERFEST - NET 9,880DISTRICT GRANTS 3,600CHILI COOK OFF - NET 500SPECIAL EVENTS 8,130FINES 5,545BLACK MARBLE 916GUEST MEALS 2,784OTHER INCOME 2,193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPROGRAM EXPENSES 21,273OFFICE SUPPLIES 3,865MISCELLANEOUS 135RI DELEGATE 8,023DISTRICT DUES 3,055CHRISTMAS PARTY 674ROTARY INTNL DUES 2,940ACCOUNTING FEES 500BANK CHARGES 567COMPUTER WEBSITE 240DUES AND SUBSCRIPTIONS 186DEMOTION 1,585
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER W CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956119598
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 14
ReturnHeader/Filer/USAddress/City0TUSTIN
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0927810014
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330935710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Carlson Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1017632 Irvine Blvd Suite 245
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092780
ReturnHeader/PreparerPersonGrp/PhoneNum07148388090
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger W Carlson CPA
ReturnHeader/ReturnTs02015-04-22T14:11:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,736
Liabilities
$0
Net assets
$1,736
Revenue
$55,522
Expenses
$59,103
Net income
-$3,581
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