Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 95-6119598

Jul 01, 2014 to Jun 30, 2015 • Filed on May 15, 2016

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

43rd percentile

0.4%

Higher net margin than 43% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

98th percentile

220%

Faster asset growth than 98% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

17%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$5,561

Up $3,825 (+220%) from 2014

Net Assets

Up

$5,561

Up $3,825 (+220%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin43rd percentile

Revenue

Up

$64,992

Up $9,470 (+17%) from 2014

Expenses

Up

$64,748

Up $5,645 (+9.6%) from 2014

Net Income

Up

$244

Up $3,825 (+107%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

2015

Assets$5,561
Liabilities$0
Net Assets$5,561
Open 2015 Filing

Operations Trend

Revenue Growth77th percentile

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

2015

Revenue$64,992
Expenses$64,748
Net Income$244
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 15, 2016
Return Version
2014v6.0
Gross Receipts
$64,992
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 18673-$18,673
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN RIZZOPresident-$0--
LEO MIDDLETONPresident Elect-$0--
ALICE LEDOUXSecretary-$0--
ROGER W CARLSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
95-6119598
Address
PO BOX 14, TUSTIN, CA 92781-0014

Signing Officer

Name
Roger W Carlson
Title
Treasurer
Signed
2016-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Carlson Accountancy Corporation
Address
17632 Irvine Blvd Suite 245, Tustin, CA 92780
Preparer
Roger W Carlson CPA
Phone
7148388090
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountdistrict grants 5,000lobsterfest - net 2,873chili cook off 2,500member fines 5,114broadway in park 1,972tiller days 3,300other income 2,808”

Description of other expenses Part I line 16

“Description amountprogram expenses 18,673meals 67licenses and taxes 859business expenses 244pets conference 610international and district dues 6,638office expenses 4,082bank charges 956membership meals 27,305convention delegate 516supplies 1,170christmas party 446demotion party 344”

Raw XML Appendix109 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/AddressLine1Txt0PO BOX 14
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092781
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05317
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05561
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0244
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05317
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05561
IRS990EZ/GrossReceiptsAmt064992
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt041425
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05317
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05561
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05317
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05561
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN RIZZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEO MIDDLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALICE LEDOUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROGER W CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt061910
IRS990EZ/OtherRevenueTotalAmt023567
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 18673
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018673
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02838
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064748
IRS990EZ/TotalProgramServiceExpensesAmt018673
IRS990EZ/TotalRevenueAmt064992
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDISTRICT GRANTS 5,000LOBSTERFEST - NET 2,873CHILI COOK OFF 2,500MEMBER FINES 5,114BROADWAY IN PARK 1,972TILLER DAYS 3,300OTHER INCOME 2,808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPROGRAM EXPENSES 18,673MEALS 67LICENSES AND TAXES 859BUSINESS EXPENSES 244PETS CONFERENCE 610INTERNATIONAL AND DISTRICT DUES 6,638OFFICE EXPENSES 4,082BANK CHARGES 956MEMBERSHIP MEALS 27,305CONVENTION DELEGATE 516SUPPLIES 1,170CHRISTMAS PARTY 446DEMOTION PARTY 344
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER W CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0956119598
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 14
ReturnHeader/Filer/USAddress/CityNm0TUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0927810014
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330935710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carlson Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017632 Irvine Blvd Suite 245
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092780
ReturnHeader/PreparerPersonGrp/PhoneNum07148388090
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger W Carlson CPA
ReturnHeader/ReturnTs02016-05-15T13:22:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,561
Liabilities
$0
Net assets
$5,561
Revenue
$64,992
Expenses
$64,748
Net income
$244
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