Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 95-6119598

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization Profile
PO Box 14Tustin, CA 92781-0014

(714) 838-8090

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

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

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.

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

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

34th percentile

-7.6%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$4,635

Up $715 (+18%) from 2017

Net Assets

Up

$4,635

Up $715 (+18%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin74th percentile

Revenue

Down

$82,921

Down $6,793 (-7.6%) from 2017

Expenses

Down

$70,260

Down $19,454 (-22%) from 2017

Net Income

Up

$12,661

Up $12,661 from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2018

Assets$4,635
Liabilities$0
Net Assets$4,635
Open 2018 Filing

Operations Trend

Revenue Growth34th 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

2018

Revenue$82,921
Expenses$70,260
Net Income$12,661
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$82,921
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 29299--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER W CARLSONPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lobsterfest$41,622$41,622$24,530$17,092
Total Events$41,622$41,622$24,530$17,092
Filing and Contact Details

Filer

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

Signing Officer

Name
Roger Carlsn
Title
President
Phone
7148388090
Signed
2018-11-15
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 expenses Part I line 16

“Description amountprojects and events 29,299other operating expenses 3,793general and admin 36,109socials 1,059”

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

“Description amountprior period adjustment (11,946)”

Raw XML Appendix118 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/PersonNm0RICHARD ANDERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07148388090
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 14
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092781
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03920
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04635
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02425
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012661
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03920
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04635
IRS990EZ/FundraisingGrossIncomeAmt023991
IRS990EZ/GrossReceiptsAmt082921
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt056505
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03920
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04635
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03920
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04635
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROGER W CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-11946
IRS990EZ/OtherExpensesTotalAmt070260
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 29299
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt023991
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070260
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt082921
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024530
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LOBSTERFEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041622
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017092
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024530
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024530
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPROJECTS AND EVENTS 29,299OTHER OPERATING EXPENSES 3,793GENERAL AND ADMIN 36,109SOCIALS 1,059
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPRIOR PERIOD ADJUSTMENT (11,946)
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER CARLSN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07148388090
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0FA14E5B52D73AB2113748BFF51DC1F095AFE80AA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FA14E5B52D73AB2113748BFF51DC1F095AFE80AA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03307152019134qjv1hdd
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.250.214.75
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTm017:28:50
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/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger W Carlson CPA
ReturnHeader/ReturnTs02019-05-14T17:23:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,635
Liabilities
$0
Net assets
$4,635
Revenue
$82,921
Expenses
$70,260
Net income
$12,661
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
2018Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)4 • <$500k nonprofits