Civic Intelligence

Rotary Club of Hanalei Bay

990EZ • Fiscal year 2013 • EIN 99-0313958

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 15, 2014

Organization Profilewww.hanaleirotary.org
PO Box 149596714

(808) 635-1709

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$15,552

No earlier filing loaded for comparison.

Net Assets

$15,552

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

$61,784

No earlier filing loaded for comparison.

Expenses

$53,681

No earlier filing loaded for comparison.

Net Income

$8,103

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20K$15K$10K$5.0K$0Assets 2013: $15,552Net Assets 2013: $15,5522013

Highlighted filing

2013

Assets$15,552
Liabilities-
Net Assets$15,552
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2013: $61,784Expenses 2013: $53,681Net Income 2013: $8,1032013

Highlighted filing

2013

Revenue$61,784
Expenses$53,681
Net Income$8,103
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 15, 2014
Return Version
2013v3.1
Gross Receipts
$62,363
Mission and Program Overview

Mission

An organization committed to the principles of Rotary International

Program Services

DescriptionGrantsExpenses
Providing support to local schools and recognition of community members$53,488$37,960
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael SomersPresident-$0--
Tony MottaDirector-$0--
John YoungDirector-$0--
Rick GerdingDirector-$0--
George CorriganSecretary-$0--
Larry WhartonTreasurer-$0--
Dallas BrownDirector-$0--
Robert DicksteinDirector-$0--
Ric CoxDirector-$0--
Michael Dexter-SmithDirector-$0--
John OszustDirector-$0--
Kawika Dela SierraDirector-$0--
Branch LotspeichDirector-$0--
Filing and Contact Details

Filer

EIN
99-0313958

Signing Officer

Name
Larry Wharton
Title
Treasurer
Signed
2014-07-15
Discuss with paid preparer
Yes

Preparer

Preparer
Jon Anderton
Phone
8086351709
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Ipads for Students | Donee's Name: Kilauea School students Kilauea, HI 96754 | Cash Amount Given: $37960”

Other Expenses.1007

“Conferences, Conventions, and Meetings $3023”

Other Expenses.1

“Membership Dues-International3 $3539”

Other Expenses.2

“Membership Dues-District $2817”

Other Expenses.3

“Club Project Expenses $2153”

Other Expenses.4

“Banners and Badges $1310”

Other Expenses.5

“Club Events Expenses $1075”

Other Expenses.7

“Miscellaneous $375”

Other Expenses.8

“Gifts $184”

Other Expenses.9

“Bank Charges $75”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $660 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix172 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum08086351709
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103206 Elua St
IRS990EZ/BooksInCareOfDetail/USAddress/City0Lihue
IRS990EZ/BooksInCareOfDetail/USAddress/State0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode096766
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08109
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015552
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt047573
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0118
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MembershipDuesAmt010433
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07449
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015552
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120
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/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michael Somers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tony Motta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rick Gerding
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4George Corrigan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Larry Wharton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Dallas Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Robert Dickstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Ric Cox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Michael Dexter-Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10John Oszust
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Kawika Dela Sierra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Branch Lotspeich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014551
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0An organization committed to the principles of Rotary International
IRS990EZ/PrintingPublicationsPostageAmt01052
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Providing support to local schools and recognition of community members
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt053488
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037960
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0579
IRS990EZ/SpecialEventsNetIncomeLossAmt03778
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0660
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053681
IRS990EZ/TotalProgramServiceExpensesAmt053488
IRS990EZ/TotalRevenueAmt061784
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.hanaleirotary.org
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Ipads for Students | Donee's Name: Kilauea School students Kilauea, HI 96754 | Cash Amount Given: $37960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $3023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Membership Dues-International3 $3539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Membership Dues-District $2817
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Club Project Expenses $2153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Banners and Badges $1310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Club Events Expenses $1075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous $375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Gifts $184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Charges $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable and Accrued Expenses - Beginning $660 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1001
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Larry Wharton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary Club of Hanalei Bay
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0990313958
ReturnHeader/Filer/USAddress/AddressLine10PO Box 1495
ReturnHeader/Filer/USAddress/City0Hanalei
ReturnHeader/Filer/USAddress/State0HI
ReturnHeader/Filer/USAddress/ZIPCode096714
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Jon F Anderton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103206 Elua St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Lihue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode096766
ReturnHeader/PreparerPersonGrp/PhoneNum08086351709
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jon Anderton
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-07-15T12:38:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,552
Liabilities
-
Net assets
$15,552
Revenue
$61,784
Expenses
$53,681
Net income
$8,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$15.6$15.6$61.8$53.7$8.10