Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 99-0186084

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 16, 2014

Organization ProfileN/A
PO Box 175Kihei, HI 96753

(831) 594-1055

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

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

Liabilities / Revenue

70th percentile

0.03x

Higher debt load relative to revenue than 70% of similar nonprofits.

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

Net Margin

31st percentile

-4.8%

Higher net margin than 31% 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

40th percentile

-2.0%

Faster asset growth than 40% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

60th percentile

4.7%

Faster revenue growth than 60% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$29,855

Down $613 (-2.0%) from 2013

Net Assets

Down

$29,141

Down $1,057 (-3.5%) from 2013

Liabilities

Up

$714

Up $444 (+164%) from 2013

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin31st percentile

Revenue

Up

$22,142

Up $995 (+4.7%) from 2013

Expenses

Down

$23,199

Down $2,713 (-10%) from 2013

Net Income

Up

-$1,057

Up $3,708 (+78%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$60K$40K$20K$0Assets 2010: $36,218Net Assets 2010: $36,2182010Assets 2011: $26,852Net Assets 2011: $26,8522011Assets 2012: $35,076Liabilities 2012: $1132012Assets 2013: $30,468Liabilities 2013: $270Net Assets 2013: $30,1982013Assets 2014: $29,855Liabilities 2014: $714Net Assets 2014: $29,1412014Assets 2015: $26,992Liabilities 2015: $150Net Assets 2015: $26,8422015Assets 2016: $45,576Net Assets 2016: $45,5762016

Highlighted filing

2014

Assets$29,855
Liabilities$714
Net Assets$29,141
Open 2014 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KRevenue 2010: $31,227Expenses 2010: $28,186Net Income 2010: $3,0412010Revenue 2011: $24,300Expenses 2011: $33,666Net Income 2011: -$9,3662011Revenue 2012: $33,751Expenses 2012: $25,640Net Income 2012: $8,1112012Revenue 2013: $21,147Expenses 2013: $25,912Net Income 2013: -$4,7652013Revenue 2014: $22,142Expenses 2014: $23,199Net Income 2014: -$1,0572014Revenue 2015: $29,333Expenses 2015: $31,537Net Income 2015: -$2,2042015Revenue 2016: $39,826Expenses 2016: $21,092Net Income 2016: $18,7342016

Highlighted filing

2014

Revenue$22,142
Expenses$23,199
Net Income-$1,057
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 16, 2014
Return Version
2013v3.1
Gross Receipts
$25,787
Mission and Program Overview

Mission

Create/fund avenues of service

Program Services

DescriptionGrantsExpenses
THE CLUB PARTICIPATATED IN MANY PROJECTS LOCALLY AND INTERNATIONALLY INCLUDING DICTIONARIES FOR 3RD GRADERS, SCHOOL SUPPLIES, NEWSPAPERS IN SCHOOL. IN PARTNERSHIP WITH OTHER CLUBS BANGALORE DOWNTOWN DIALYSIS CENTER, ELGAADEEN VILLAGE, KERDASA GIZA WATER PROJECT.$23,199$3,246
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE MITCHELDirector-$0--
STUART KARLANPresident-$0--
DON GROSSDirector-$0--
JIM CALANDRATreasurer-$0--
KIM DOBSONDirector-$0--
RONNI SAFALYDirector-$0--
BARRY HYMANDirector-$0--
LARRY SHAPIRODirector-$0--
Filing and Contact Details

Filer

EIN
99-0186084
Phone
8315941055

Signing Officer

Name
Jim Calandra
Title
Treasurer
Signed
2014-08-16
Discuss with paid preparer
Yes

Preparer

Preparer
James P Calandra CPA
Phone
8315941055
Supplemental Narrative

Additional Explanations

Other Revenue.1

“HAPPY DOLLARS $2731”

Other Expenses.1

“NEW GENERATIONS $6054”

Other Expenses.2

“International service $4837”

Other Expenses.3

“TRAVEL $3044”

Other Expenses.4

“INTERNATIONAL DUES $2257”

Other Expenses.5

“FAMILY OF ROTARY $1900”

Other Expenses.6

“DISTRICT DUES $1840”

Other Expenses.7

“MISCELLANEUS $1389”

Other Expenses.8

“SUPPLIES $1066”

Other Expenses.9

“PRIOR YEAR ADJ. $339”

Other Expenses.10

“PROJECT SHARE LIFE $309”

Other Expenses.11

“Bank & credit card fees $140”

Other Expenses.12

“SPEAKERS LUNCHES $32”

Other Expenses.18

“ROUNDING $-8”

Other Assets.1010

“Inventories - Beginning $254 Inventories - Ending $254”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $191”

Total Liabilities.1

“MEMBER DEPOSITS - Beginning $113 MEMBER DEPOSITS - Ending $564”

Total Liabilities.2

“- Beginning $0 - Ending $0”

Total Liabilities.3

“SALES TAX PAYABLE - Beginning $155 SALES TAX PAYABLE - Ending $150”

Raw XML Appendix163 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES P CALANDRA
IRS990EZ/BooksInCareOfDetail/PhoneNum08315941055
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10123 POAILANI PL 22
IRS990EZ/BooksInCareOfDetail/USAddress/City0KIHEI
IRS990EZ/BooksInCareOfDetail/USAddress/State0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode096753
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030214
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029410
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03246
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1057
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt029855
IRS990EZ/FundraisingGrossIncomeAmt011538
IRS990EZ/GrossReceiptsAmt025787
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08255
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030198
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030198
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE MITCHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STUART KARLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DON GROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JIM CALANDRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIM DOBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RONNI SAFALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BARRY HYMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LARRY SHAPIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0254
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0445
IRS990EZ/OtherExpensesTotalAmt023199
IRS990EZ/OtherRevenueTotalAmt02731
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CREATE/FUND AVENUES OF SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CLUB PARTICIPATATED IN MANY PROJECTS LOCALLY AND INTERNATIONALLY INCLUDING DICTIONARIES FOR 3RD GRADERS, SCHOOL SUPPLIES, NEWSPAPERS IN SCHOOL. IN PARTNERSHIP WITH OTHER CLUBS BANGALORE DOWNTOWN DIALYSIS CENTER, ELGAADEEN VILLAGE, KERDASA GIZA WATER PROJECT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023199
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03246
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03645
IRS990EZ/SpecialEventsNetIncomeLossAmt07893
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0270
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0714
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023199
IRS990EZ/TotalProgramServiceExpensesAmt023199
IRS990EZ/TotalRevenueAmt022142
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HAPPY DOLLARS $2731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NEW GENERATIONS $6054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERNATIONAL SERVICE $4837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRAVEL $3044
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INTERNATIONAL DUES $2257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FAMILY OF ROTARY $1900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DISTRICT DUES $1840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEUS $1389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $1066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PRIOR YEAR ADJ. $339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PROJECT SHARE LIFE $309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK & CREDIT CARD FEES $140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SPEAKERS LUNCHES $32
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ROUNDING $-8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Inventories - Beginning $254 Inventories - Ending $254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MEMBER DEPOSITS - Beginning $113 MEMBER DEPOSITS - Ending $564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18SALES TAX PAYABLE - Beginning $155 SALES TAX PAYABLE - Ending $150
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.3
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM CALANDRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF KIHEI-WAILEA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0990186084
ReturnHeader/Filer/PhoneNum08315941055
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 175
ReturnHeader/Filer/USAddress/City0KIHEI
ReturnHeader/Filer/USAddress/State0HI
ReturnHeader/Filer/USAddress/ZIPCode096753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10James P Calandra CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10123 POAILANI PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0KIHEI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode096753
ReturnHeader/PreparerPersonGrp/PhoneNum08315941055
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James P Calandra CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-08-16T17:12:33-07:00
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
$29,855
Liabilities
$714
Net assets
$29,141
Revenue
$22,142
Expenses
$23,199
Net income
-$1,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$45.6$45.6$39.8$21.1$18.7
2015Detailed filing. Detailed filing data is available for this year.$27.0$0.15$26.8$29.3$31.5$2.20
2014Detailed filing. Detailed filing data is available for this year.$29.9$0.71$29.1$22.1$23.2$1.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.5$0.27$30.2$21.1$25.9$4.77
2012Summary only. Only limited summary data is available for this year.$35.1$0.11$33.8$25.6$8.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.9$26.9$24.3$33.7$9.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.2$36.2$31.2$28.2$3.04