Civic Intelligence

Rotary Club of Lahaina

EIN 99-0314729 • 501(c)4 • Lahaina, HI

Profile

Promotion of rotary ideals of service to the community among club members and promotion of social welfare.

PO Box 10127Lahaina, HI 96761

www.rotarycluboflahaina.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

44th percentile

-0.6%

Higher net margin than 44% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2015

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 2015

Asset Growth

50th percentile

-1.5%

Faster asset growth than 50% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

7.9%

Faster revenue growth than 65% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$12,666

Down $194 (-1.5%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$12,666

Down $194 (-1.5%) from 2014

Operations
Liabilities / Revenue61st percentileNet Margin44th percentile

Revenue

Up

$29,967

Up $2,192 (+7.9%) from 2014

Expenses

Up

$30,161

Up $3,258 (+12%) from 2014

Net Income

Down

-$194

Down $1,066 (-122%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$40K$30K$20K$10K$0Assets 2010: $32,928Net Assets 2010: $32,9282010Assets 2011: $28,647Net Assets 2011: $28,6472011Assets 2012: $29,394Net Assets 2012: $29,3942012Assets 2013: $19,665Net Assets 2013: $19,6652013Assets 2014: $12,860Net Assets 2014: $12,8602014Assets 2015: $12,666Net Assets 2015: $12,6662015

Highlighted filing

2015

Assets$12,666
Liabilities-
Net Assets$12,666
Open 2015 Filing

Operations Trend

Revenue Growth65th percentile

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

$100K$50K$0-$50KRevenue 2010: $42,669Expenses 2010: $42,862Net Income 2010: -$1932010Revenue 2011: $48,995Expenses 2011: $53,277Net Income 2011: -$4,2822011Revenue 2012: $43,652Expenses 2012: $41,406Net Income 2012: $2,2462012Revenue 2013: $62,122Expenses 2013: $71,350Net Income 2013: -$9,2282013Revenue 2014: $27,775Expenses 2014: $26,903Net Income 2014: $8722014Revenue 2015: $29,967Expenses 2015: $30,161Net Income 2015: -$1942015

Highlighted filing

2015

Revenue$29,967
Expenses$30,161
Net Income-$194
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,666
Liabilities
-
Net assets
$12,666
Revenue
$29,967
Expenses
$30,161
Net income
-$194
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$12.7$12.7$30.0$30.2$0.19
2014Detailed filing. Detailed filing data is available for this year.$12.9$12.9$27.8$26.9$0.87
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.7$19.7$62.1$71.4$9.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.4$29.4$43.7$41.4$2.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$28.6$49.0$53.3$4.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.9$32.9$42.7$42.9$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$38,367
Mission and Program Overview

Mission

Promotion of rotary ideals of service to the community among club members and promotion of social welfare.

Program Services

DescriptionGrantsExpenses
INTERNATIONAL SERVICE - PROMOTION OF ROTARY IDEALS, GRANTS, AND DONATIONS TO VARIOUS INTERNATIONAL PROJECTS.$10,955$17,412
COMMUNITY SERVICE - SCHOLARSHIP PROGRAM TO DIFFERENT SCHOOLS$4,101$6,867
CLUB SERVICE - PROMOTION OF ROTARY IDEALS, SERVICE TO CLUB MEMBERS AND TO THE COMMUNITY.-$4,091
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDRICK NAVATreasurer-$0--
RICHARD JARMANSecretary-$0--
MILA SALVADORPresident-$0--
ART ORTIZPast Preside-$0--
DON LEHMANClub Service-$0--
RAFAEL AYALAYouth Servic-$0--
LEAH LAMBROSPresident El-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Lahaina
EIN
99-0314729
Phone
8086614405
Address
PO BOX 10127, LAHAINA, HI 96761

Signing Officer

Name
Fredrick Nava
Title
Treasurer
Phone
8086614405
Signed
2016-05-13
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“2,136 TOTAL 2,136”

Form 990-ez, Part I, Line 16

“Expenses office 205 information technology exp 459 travel 356 conference & meeting exp 932 speakers & guests 1,327 awards, badges, plaques 753 bank service charges 254 credit card fees 817 dues 6,457 youth service 2,766 program activities 100 miscellaneous expense 679 total 15,105”

Form 990-ez, Part III

“Promotion of rotary ideals of service to the community among club members and promotion of social welfare.”

Raw XML Appendix114 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/PersonNm0FREDRICK NAVA
IRS990EZ/BooksInCareOfDetail/PhoneNum08082983953
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 10127
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAHAINA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096761
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012860
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012666
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015005
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-194
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012860
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012666
IRS990EZ/FundraisingGrossIncomeAmt011355
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015056
IRS990EZ/GrossReceiptsAmt038367
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09870
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012860
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012666
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012860
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012666
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FREDRICK NAVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD JARMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MILA SALVADOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ART ORTIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DON LEHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RAFAEL AYALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LEAH LAMBROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CLUB SERVICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5YOUTH SERVIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015105
IRS990EZ/OtherRevenueTotalAmt02136
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF ROTARY IDEALS OF SERVICE TO THE COMMUNITY AMONG CLUB MEMBERS AND PROMOTION OF SOCIAL WELFARE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE - SCHOLARSHIP PROGRAM TO DIFFERENT SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INTERNATIONAL SERVICE - PROMOTION OF ROTARY IDEALS, GRANTS, AND DONATIONS TO VARIOUS INTERNATIONAL PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CLUB SERVICE - PROMOTION OF ROTARY IDEALS, SERVICE TO CLUB MEMBERS AND TO THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04101
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110955
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06867
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117412
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24091
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08400
IRS990EZ/SpecialEventsNetIncomeLossAmt02955
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030161
IRS990EZ/TotalProgramServiceExpensesAmt028370
IRS990EZ/TotalRevenueAmt029967
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARYCLUBOFLAHAINA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt02,136 TOTAL 2,136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 205 INFORMATION TECHNOLOGY EXP 459 TRAVEL 356 CONFERENCE & MEETING EXP 932 SPEAKERS & GUESTS 1,327 AWARDS, BADGES, PLAQUES 753 BANK SERVICE CHARGES 254 CREDIT CARD FEES 817 DUES 6,457 YOUTH SERVICE 2,766 PROGRAM ACTIVITIES 100 MISCELLANEOUS EXPENSE 679 TOTAL 15,105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROMOTION OF ROTARY IDEALS OF SERVICE TO THE COMMUNITY AMONG CLUB MEMBERS AND PROMOTION OF SOCIAL WELFARE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDRICK NAVA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08086614405
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LAHAINA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0990314729
ReturnHeader/Filer/PhoneNum08086614405
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10127
ReturnHeader/Filer/USAddress/CityNm0LAHAINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096761
ReturnHeader/ReturnTs02016-05-16T17:48:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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