Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 99-0186084

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 07, 2016

PO Box 175Kihei, HI 96753

(808) 385-2915

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

94th percentile

47%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

93rd percentile

69%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

36%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$45,576

Up $18,584 (+69%) from 2015

Net Assets

Up

$45,576

Up $18,734 (+70%) from 2015

Liabilities

Down

$0

Down $150 (-100%) from 2015

Revenue

Up

$39,826

Up $10,493 (+36%) from 2015

Expenses

Down

$21,092

Down $10,445 (-33%) from 2015

Net Income

Up

$18,734

Up $20,938 (+950%) from 2015

Historical Trend

Balance Sheet Trend

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: $45,576Liabilities 2016: $0Net Assets 2016: $45,5762016

Highlighted filing

2016

Assets$45,576
Liabilities$0
Net Assets$45,576

Operations Trend

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

2016

Revenue$39,826
Expenses$21,092
Net Income$18,734
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$46,040
Mission and Program Overview

Mission

Create/fund avenues of service

Program Services

DescriptionGrantsExpenses
The club participated in many projects both locally & internationally including dictionaries for 3rd graders, school supplies, and welfare projects$760$21,092
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RON HARRISPresidentPT$0--
JIM CALANDRAPast President-$0--
KIT HAWKINSPresident Elect-$0--
GLORIA LUKENSSecretaryPT$0--
STUART KARLANTreasurerPT$0--
MARK HARBISONMembership & Grants-$0--
BARRY HYMANRotary Foundation-$0--
MARY MARGARET BAKERCommittee Chair-$0--
JASON DENHARTCommittee Chair-$0--
SCOTT MATTHEWSCommittee Chair-$0--
LOIS PREYCommittee Chair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$17,506$17,506$1,352$16,154
Total Events$17,506$17,506$6,214$11,292
Filing and Contact Details

Filer

Filer Name
Rotary Club of Kihei-Wailea
EIN
99-0186084
Phone
8083852915
Address
PO Box 175, Kihei, HI 96753

Signing Officer

Name
Stuart Karlan
Title
Treasurer
Phone
8083852915
Signed
2016-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Rjk LLC
Address
2439 S Kihei Rd Suite 203B, Kihei, HI 96753
Preparer
Richard Kehoe Mba CPA
Phone
8088795389
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

Miscellaneous Income 399.

Form 990EZ, Part I, Line 8

Rescue Tube Project 3526.

Form 990EZ, Part I, Line 8

Prior Period Adjustments 672.

Form 990EZ, Part I, Line 16

Administrative Expenses 736.

Form 990EZ, Part I, Line 16

Advertising 240.

Form 990EZ, Part I, Line 16

Bank Charges 561.

Form 990EZ, Part I, Line 16

Cash Shortage 1.

Form 990EZ, Part I, Line 16

Computer Services & Supplies 1114.

Form 990EZ, Part I, Line 16

Donations 300.

Form 990EZ, Part I, Line 16

Dues 6314.

Form 990EZ, Part I, Line 16

Grants 1081.

Form 990EZ, Part I, Line 16

Meals for Speakers 640.

Form 990EZ, Part I, Line 16

Projects 6864.

Form 990EZ, Part I, Line 16

Socials 76.

Form 990EZ, Part I, Line 16

Supplies 1559.

Form 990EZ, Part I, Line 16

Travel 1606.

Form 990EZ, Part II, Line 24

Inventory 254. 254.

Form 990EZ, Part II, Line 24

Clearing Account 191. 191.

Form 990EZ, Part II, Line 26

General Excise Tax 150. 0.

Raw XML Appendix188 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/PersonNm0STUART KARLAN
IRS990EZ/BooksInCareOfDetail/PhoneNum08088918457
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02752 Kauhale St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kihei
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096753
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026547
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045131
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03054
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018734
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026992
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045576
IRS990EZ/FundraisingGrossIncomeAmt022146
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt046040
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016241
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026842
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045576
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026842
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045576
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RON HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM CALANDRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIT HAWKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GLORIA LUKENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STUART KARLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARK HARBISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BARRY HYMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARY MARGARET BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JASON DENHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SCOTT MATTHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10LOIS PREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Membership & Grants
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Rotary Foundation
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Committee Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Committee Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Committee Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Committee Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0445
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0445
IRS990EZ/OtherExpensesTotalAmt021092
IRS990EZ/OtherRevenueTotalAmt04597
IRS990EZ/PrimaryExemptPurposeTxt0Create/fund avenues of service
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The club participated in many projects both locally & internationally including dictionaries for 3rd graders, school supplies, and welfare projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0760
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021092
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06214
IRS990EZ/SpecialEventsNetIncomeLossAmt015932
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0150
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021092
IRS990EZ/TotalProgramServiceExpensesAmt021092
IRS990EZ/TotalRevenueAmt039826
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06214
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0700
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0700
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01742
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01742
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017506
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017506
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017506
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017506
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011292
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01352
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01352
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02420
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous Income 399.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Rescue Tube Project 3526.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Prior Period Adjustments 672.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Administrative Expenses 736.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising 240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges 561.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Cash Shortage 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Computer Services & Supplies 1114.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Donations 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Dues 6314.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Grants 1081.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Meals for Speakers 640.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Projects 6864.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Socials 76.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Supplies 1559.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Travel 1606.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Inventory 254. 254.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Clearing Account 191. 191.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18General Excise Tax 150. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART KARLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08083852915
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Kihei-Wailea
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0990186084
ReturnHeader/Filer/PhoneNum08083852915
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 175
ReturnHeader/Filer/USAddress/CityNm0Kihei
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RJK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02439 S Kihei Rd Suite 203B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kihei
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096753
ReturnHeader/PreparerPersonGrp/PhoneNum08088795389
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD KEHOE MBA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-10T11:09:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings