Civic Intelligence

Rotary International

990EZ • Fiscal year 2022 • EIN 95-6119598

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

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

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

5th percentile

-100%

Higher net margin than 5% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

86th percentile

34%

Faster asset growth than 86% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-52%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$14,551

Up $9,916 (+214%) from 2018

Net Assets

Up

$14,551

Up $9,916 (+214%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin5th percentile

Revenue

Down

$17,558

Down $65,363 (-79%) from 2018

Expenses

Down

$35,150

Down $35,110 (-50%) from 2018

Net Income

Down

-$17,592

Down $30,253 (-239%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2022

Assets$14,551
Liabilities$0
Net Assets$14,551
Open 2022 Filing

Operations Trend

Revenue Growth8th 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

2022

Revenue$17,558
Expenses$35,150
Net Income-$17,592
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$17,558
Mission and Program Overview

Mission

Community service in tustin & santa ana

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE IN TUSTIN & SANTA ANA--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER CARLSONPresdent-$0--
MOHAN UPASANISecretary-$0--
SHERYL WEIDERHAFTTreasurer-$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 Carlson
Title
Treasurer
Phone
7148388090
Signed
2022-11-15
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 5,758office supplies 2,569ri dues 3,609member meals 10,446centenial celebration 4,281pets 200socials 1,492ri delegate 3,210district dues 1,629”

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

“Description amountprior period adjustment 21,323”

Raw XML Appendix112 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/ApplicationPendingInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0SHERYL WEIDERHAFT
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/BOYAmt010820
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014551
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01484
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17592
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010820
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014551
IRS990EZ/GrossReceiptsAmt017558
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016074
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010820
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014551
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010820
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014551
IRS990EZ/OccupancyRentUtltsAndMaintAmt01956
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/PersonNm0ROGER CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MOHAN UPASANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHERYL WEIDERHAFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt021323
IRS990EZ/OtherExpensesTotalAmt033194
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE IN TUSTIN & SANTA ANA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE IN TUSTIN & SANTA ANA
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035150
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt017558
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPROJECTS AND EVENTS 5,758OFFICE SUPPLIES 2,569RI DUES 3,609MEMBER MEALS 10,446CENTENIAL CELEBRATION 4,281PETS 200SOCIALS 1,492RI DELEGATE 3,210DISTRICT DUES 1,629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPRIOR PERIOD ADJUSTMENT 21,323
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07148388090
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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/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/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger W Carlson CPA
ReturnHeader/ReturnTs02023-05-12T18:47:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARLSON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,551
Liabilities
$0
Net assets
$14,551
Revenue
$17,558
Expenses
$35,150
Net income
-$17,592
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