Civic Intelligence

Thousand Oaks Rotary Club

EIN 95-6141008 • 501(c)4 • Thousand Oaks, CA

Profile

Specific and primary purpose is charitable and benevolent and to encourage, promote and extend the object of rotary international.

PO Box 1225Thousand Oaks, CA 91358

www.thousandoaksrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

0.66x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.65x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

51st percentile

2.0%

Higher net margin than 51% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

48th percentile

-2.6%

Faster asset growth than 48% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

11%

Faster revenue growth than 69% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$297,087

Down $7,903 (-2.6%) from 2023

Liabilities

Down

$197,524

Down $13,910 (-6.6%) from 2023

Net Assets

Up

$99,563

Up $6,007 (+6.4%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin51st percentile

Revenue

Up

$304,037

Up $30,911 (+11%) from 2023

Expenses

Down

$298,030

Down $7,991 (-2.6%) from 2023

Net Income

Up

$6,007

Up $38,902 (+118%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$400K$300K$200K$100K$0Assets 2011: $132,311Liabilities 2011: $40,861Net Assets 2011: $91,4502011Assets 2012: $138,454Liabilities 2012: $32,741Net Assets 2012: $105,7132012Assets 2013: $192,782Liabilities 2013: $68,624Net Assets 2013: $124,1582013Assets 2014: $161,863Liabilities 2014: $40,418Net Assets 2014: $121,4452014Assets 2015: $199,560Liabilities 2015: $103,478Net Assets 2015: $96,0822015Assets 2016: $245,341Liabilities 2016: $144,766Net Assets 2016: $100,5752016Assets 2017: $308,143Liabilities 2017: $209,569Net Assets 2017: $98,5742017Assets 2018: $237,642Liabilities 2018: $122,085Net Assets 2018: $115,5572018Assets 2019: $196,445Liabilities 2019: $79,963Net Assets 2019: $116,4822019Assets 2020: $191,301Liabilities 2020: $95,903Net Assets 2020: $95,3982020Assets 2021: $162,862Liabilities 2021: $73,747Net Assets 2021: $89,1152021Assets 2022: $281,588Liabilities 2022: $155,137Net Assets 2022: $126,4512022Assets 2023: $304,990Liabilities 2023: $211,434Net Assets 2023: $93,5562023Assets 2024: $297,087Liabilities 2024: $197,524Net Assets 2024: $99,5632024

Highlighted filing

2024

Assets$297,087
Liabilities$197,524
Net Assets$99,563
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $282,361Expenses 2011: $271,288Net Income 2011: $11,0732011Revenue 2012: $304,843Expenses 2012: $290,580Net Income 2012: $14,2632012Revenue 2013: $302,985Expenses 2013: $284,540Net Income 2013: $18,4452013Revenue 2014: $291,992Expenses 2014: $294,705Net Income 2014: -$2,7132014Revenue 2015: $227,718Expenses 2015: $253,081Net Income 2015: -$25,3632015Revenue 2016: $257,077Expenses 2016: $252,584Net Income 2016: $4,4932016Revenue 2017: $228,187Expenses 2017: $230,188Net Income 2017: -$2,0012017Revenue 2018: $252,653Expenses 2018: $235,670Net Income 2018: $16,9832018Revenue 2019: $261,072Expenses 2019: $260,147Net Income 2019: $9252019Revenue 2020: $208,030Expenses 2020: $229,213Net Income 2020: -$21,1832020Revenue 2021: $103,918Expenses 2021: $110,201Net Income 2021: -$6,2832021Revenue 2022: $309,809Expenses 2022: $272,473Net Income 2022: $37,3362022Revenue 2023: $273,126Expenses 2023: $306,021Net Income 2023: -$32,8952023Revenue 2024: $304,037Expenses 2024: $298,030Net Income 2024: $6,0072024

Highlighted filing

2024

Revenue$304,037
Expenses$298,030
Net Income$6,007
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$297,087
Liabilities
$197,524
Net assets
$99,563
Revenue
$304,037
Expenses
$298,030
Net income
$6,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.97$1.98$1.00$3.04$2.98$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.05$2.11$0.94$2.73$3.06$0.33
2022Detailed filing. Detailed filing data is available for this year.$2.82$1.55$1.26$3.10$2.72$0.37
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.74$0.89$1.04$1.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.91$0.96$0.95$2.08$2.29$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.80$1.16$2.61$2.60$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.38$1.22$1.16$2.53$2.36$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.08$2.10$0.99$2.28$2.30$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.45$1.45$1.01$2.57$2.53$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.00$1.03$0.96$2.28$2.53$0.25
2014Summary only. Only limited summary data is available for this year.$1.62$0.40$1.21$2.92$2.95$0.03
2013Summary only. Only limited summary data is available for this year.$1.93$0.69$1.24$3.03$2.85$0.18
2012Summary only. Only limited summary data is available for this year.$1.38$0.33$1.06$3.05$2.91$0.14
2011Summary only. Only limited summary data is available for this year.$1.32$0.41$0.91$2.82$2.71$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$482,878
Mission and Program Overview

Mission

Specific and primary purpose is charitable and benevolent and to encourage, promote and extend the object of rotary international.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$278,918$283,578▲ $4,660
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$304,990$297,087▼ $7,903
Other Assets Total$26,072$13,509▼ $12,563
Liabilities
Accounts Payable and Accrued Expenses$127,500$117,000▼ $10,500
Other Liabilities$83,934$80,524▼ $3,410
Total Liabilities$211,434$197,524▼ $13,910
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$93,556$99,563▲ $6,007
Total Net Assets Fund Balance$93,556$99,563▲ $6,007
Total Liabilities and Net Assets / Fund Balance$304,990$297,087▼ $7,903
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Paul DrymanPast President
Patricia JonesPresident
Pat MccoyPresident Elect
David HarrisBoard Member
Eduardo Mora DonatoBoard Member
Jessica SawyerBoard Member
Karen FurnariBoard Member
Ken KossoffBoard Member
Regina Biddings-muroBoard Member
Vicki ArndtBoard Member
Maria PrescottClub Admin
Marc FeiganSecretary
Jason CoreyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$130,447
Investment Income
$158
Other Revenue
$173,432
Change in Net Assets
$6,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$156,210
Other Expenses$141,820
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$156,210--$156,210
Conferences and Meetings$83,210--$83,210
All Other Expenses$15,725$6,371-$22,096
Fees for Services Accounting-$10,024-$10,024
Other Expenses$3,520$3,616-$3,520
Office Expenses-$2,958-$2,958
Insurance-$619-$619
Total Functional Expenses$274,442$23,588$0$298,030
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Thousand Oaks Rotary FoundThousand Oaks, CA-Scholarships & Manna Building Fund$16,000
Conejo Free ClinicThousand Oaks, CA-Help With Health Care$13,510
5 Star TheatricalsThousand Oaks, CA-Help the Arts$7,200
Hospice of the ConejoThousand Oaks, CA-Help Those With Cancer$5,500

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$352,273
Fundraising Direct Expenses$178,841
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chili Cook-off$242,117$242,117$124,151$117,966
Street Fair$99,785$99,785$48,552$51,233
Total Events$350,303$350,303$177,841$172,462
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Street Fair Deposits$55,885
Other Expense Payable$11,244
Global Grant Payablt Storehouse$7,887
Passthrough Donations$3,004
Sales Tax Payable$2,504
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Board members and officers sometimes engage in arms length business transactions.”

Form 990, Part VI, Section A, Line 6

“Members are usually business individuals in the community. All members vote on the board of directors, who then elect the officers. All members vote on by-laws changes, if any.”

Form 990, Part VI, Section A, Line 7A

“Members elect a board of directors who serve as the governing body.”

Form 990, Part VI, Section A, Line 7B

“All members vote on the board of directors, who then elect the officers. All members vote on by-laws changes, if any.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is available to the board of directors for review.”

Form 990, Part VI, Section B, Line 12C

“Organization board monitors the activity of the transactions to determine and prevent conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“Thousand oaks rotary club provides public disclosure of its tax returns, financial statements, and governing documents upon request from the public.”

Filing and Contact Details

Filer

Filer Name
Thousand Oaks Rotary Club
EIN
95-6141008
Phone
8054797967
Address
PO BOX 1225, THOUSAND OAKS, CA 91358

Signing Officer

Name
Pat Mccoy
Title
President
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pat Mccoy
Formed
1958
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
130

Preparer

Firm
Wender and McLaine CPAs
Address
100 E Thousand Oaks Blvd Suite 196, Thousand Oaks, CA 91360
Preparer
David L Wender CPA
Phone
8054979796
Raw XML AppendixShowing 400 of 482 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0127500
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0117000
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SPECIFIC AND PRIMARY PURPOSE IS CHARITABLE AND BENEVOLENT AND TO ENCOURAGE, PROMOTE AND EXTEND THE OBJECT OF ROTARY INTERNATIONAL.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06371
IRS990/AllOtherExpensesGrp/ProgramServicesAmt015725
IRS990/AllOtherExpensesGrp/TotalAmt022096
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CHRIS STEELE
IRS990/BooksInCareOfDetail/PhoneNum08053792054
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1225
IRS990/BooksInCareOfDetail/USAddress/CityNm0THOUSAND OAKS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091358
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0278918
IRS990/CashNonInterestBearingGrp/EOYAmt0283578
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt083210
IRS990/ConferencesMeetingsGrp/TotalAmt083210
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0156210
IRS990/CYInvestmentIncomeAmt0158
IRS990/CYOtherExpensesAmt0141820
IRS990/CYOtherRevenueAmt0173432
IRS990/CYProgramServiceRevenueAmt0130447
IRS990/CYRevenuesLessExpensesAmt06007
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0298030
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0304037
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0VARIOUS CONTRIBUTIONS AND PROGRAMS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0274442
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010024
IRS990/FeesForServicesAccountingGrp/TotalAmt010024
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt810.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0KAREN FURNARI
IRS990/Form990PartVIISectionAGrp/PersonNm1REGINA BIDDINGS-MURO
IRS990/Form990PartVIISectionAGrp/PersonNm2JESSICA SAWYER
IRS990/Form990PartVIISectionAGrp/PersonNm3EDUARDO MORA DONATO
IRS990/Form990PartVIISectionAGrp/PersonNm4KEN KOSSOFF
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm6VICKI ARNDT
IRS990/Form990PartVIISectionAGrp/PersonNm7PAT MCCOY
IRS990/Form990PartVIISectionAGrp/PersonNm8PATRICIA JONES
IRS990/Form990PartVIISectionAGrp/PersonNm9JASON COREY
IRS990/Form990PartVIISectionAGrp/PersonNm10PAUL DRYMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11MARC FEIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm12MARIA PRESCOTT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt8President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12CLUB ADMIN
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt0178841
IRS990/FundraisingGrossIncomeAmt0352273
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0156210
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0156210
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0156210
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0482878
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0619
IRS990/InsuranceGrp/TotalAmt0619
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0158
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0158
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SPECIFIC AND PRIMARY PURPOSE IS CHARITABLE AND BENEVOLENT AND TO ENCOURAGE, PROMOTE AND EXTEND THE OBJECT OF ROTARY INTERNATIONAL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
IRS990/NetAssetsOrFundBalancesBOYAmt093556
IRS990/NetAssetsOrFundBalancesEOYAmt099563
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0173432
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0173432
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt093556
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt099563
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02958
IRS990/OfficeExpensesGrp/TotalAmt02958
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt026072
IRS990/OtherAssetsTotalGrp/EOYAmt013509
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ROTARY INTERNATIONAL DUES
IRS990/OtherExpensesGrp/Desc1DISTRICT DUES
IRS990/OtherExpensesGrp/Desc2WEB SITE MAINTENANCE PR
IRS990/OtherExpensesGrp/Desc3VOCATIONAL SERVICE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03616
IRS990/OtherExpensesGrp/ProgramServicesAmt010431
IRS990/OtherExpensesGrp/ProgramServicesAmt15346
IRS990/OtherExpensesGrp/ProgramServicesAmt23520
IRS990/OtherExpensesGrp/TotalAmt010431
IRS990/OtherExpensesGrp/TotalAmt15346
IRS990/OtherExpensesGrp/TotalAmt23616
IRS990/OtherExpensesGrp/TotalAmt33520
IRS990/OtherLiabilitiesGrp/BOYAmt083934
IRS990/OtherLiabilitiesGrp/EOYAmt080524
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0PAT MCCOY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0130447
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0130447
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0178119
IRS990/PYInvestmentIncomeAmt043
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0120007
IRS990/PYOtherRevenueAmt0140211
IRS990/PYProgramServiceRevenueAmt0132872
IRS990/PYRevenuesLessExpensesAmt0-32895
IRS990/PYSalariesCompEmpBnftPaidAmt07895
IRS990/PYTotalExpensesAmt0306021
IRS990/PYTotalRevenueAmt0273126
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt06007
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0130447
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07887
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt111244
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23004
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt32504
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt455885
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GLOBAL GRANT PAYABLT STOREHOUSE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER EXPENSE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PASSTHROUGH DONATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SALES TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4STREET FAIR DEPOSITS
IRS990ScheduleD/TotalLiabilityAmt080524
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0177841
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHILI COOK-OFF
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STREET FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0242117
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt099785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08401
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0350303
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0242117
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt099785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08401
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0350303
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0172462
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05138
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0177841
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0124151
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt048552
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07200
IRS990ScheduleI/RecipientTable/CashGrantAmt113510
IRS990ScheduleI/RecipientTable/CashGrantAmt25500
IRS990ScheduleI/RecipientTable/CashGrantAmt316000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HELP THE ARTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HELP WITH HEALTH CARE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2HELP THOSE WITH CANCER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SCHOLARSHIPS & MANNA BUILDING FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt05 STAR THEATRICALS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CONEJO FREE CLINIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2HOSPICE OF THE CONEJO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THOUSAND OAKS ROTARY FOUND
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02100 E THOUSAND OAKS BLD B
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt180 E HILLCREST DR 102
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt280 E HILLCREST DR STE 204
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 1225
IRS990ScheduleI/RecipientTable/USAddress/CityNm0THOUSAND OAKS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1THOUSAND OAKS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2THOUSAND OAKS
IRS990ScheduleI/RecipientTable/USAddress/CityNm3THOUSAND OAKS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091362
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd191360
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd291360
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd391358
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THOUSAND OAKS ROTARY CLUB MONITORS THE USE OF ANY GRANTS THROUGH ITS ACCOUNTING RECORDS MAINTAINED TO TRACK SUPPORT IT PROVIDES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS AND OFFICERS SOMETIMES ENGAGE IN ARMS LENGTH BUSINESS TRANSACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ARE USUALLY BUSINESS INDIVIDUALS IN THE COMMUNITY. ALL MEMBERS VOTE ON THE BOARD OF DIRECTORS, WHO THEN ELECT THE OFFICERS. ALL MEMBERS VOTE ON BY-LAWS CHANGES, IF ANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ELECT A BOARD OF DIRECTORS WHO SERVE AS THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL MEMBERS VOTE ON THE BOARD OF DIRECTORS, WHO THEN ELECT THE OFFICERS. ALL MEMBERS VOTE ON BY-LAWS CHANGES, IF ANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE FORM 990 IS AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ORGANIZATION BOARD MONITORS THE ACTIVITY OF THE TRANSACTIONS TO DETERMINE AND PREVENT CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THOUSAND OAKS ROTARY CLUB PROVIDES PUBLIC DISCLOSURE OF ITS TAX RETURNS, FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS UPON REQUEST FROM THE PUBLIC.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.