Civic Intelligence

San Mateo Rotary Foundation

990 • Fiscal year 2014 • EIN 23-7101037

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 21, 2014

Organization ProfileWWW.SANMATEOROTARY.COM
PO Box 9594401

(650) 574-5000

Siviq Scores

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

Liabilities / Assets

54th percentile

0.14x

Higher debt load relative to assets than 54% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.53x

Higher debt load relative to revenue than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$1,359,378

Up $229,182 (+20%) from 2013

Net Assets

Up

$1,164,550

Up $227,246 (+24%) from 2013

Liabilities

Up

$194,828

Up $1,936 (+1.0%) from 2013

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin94th percentile

Revenue

$366,717

No earlier filing loaded for comparison.

Expenses

Down

$139,471

Down $62,175 (-31%) from 2013

Net Income

$227,246

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,119,121Liabilities 2012: $140,969Net Assets 2012: $978,1522012Assets 2013: $1,130,196Liabilities 2013: $192,892Net Assets 2013: $937,3042013Assets 2014: $1,359,378Liabilities 2014: $194,828Net Assets 2014: $1,164,5502014Assets 2015: $1,483,599Liabilities 2015: $200,568Net Assets 2015: $1,283,0312015Assets 2016: $1,470,164Liabilities 2016: $243,877Net Assets 2016: $1,226,2872016Assets 2017: $1,468,833Liabilities 2017: $190,086Net Assets 2017: $1,278,7472017Assets 2018: $1,559,011Liabilities 2018: $245,662Net Assets 2018: $1,313,3492018Assets 2019: $1,603,910Liabilities 2019: $257,383Net Assets 2019: $1,346,5272019Assets 2020: $1,703,205Liabilities 2020: $297,892Net Assets 2020: $1,405,3132020Assets 2021: $1,710,422Liabilities 2021: $258,780Net Assets 2021: $1,451,6422021Assets 2022: $1,748,344Liabilities 2022: $305,091Net Assets 2022: $1,443,2532022Assets 2023: $1,794,427Liabilities 2023: $360,604Net Assets 2023: $1,433,8232023Assets 2024: $1,838,532Liabilities 2024: $289,349Net Assets 2024: $1,549,1832024Assets 2025: $1,979,696Liabilities 2025: $261,609Net Assets 2025: $1,718,0872025

Highlighted filing

2014

Assets$1,359,378
Liabilities$194,828
Net Assets$1,164,550
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2012: $139,4442012Expenses 2013: $201,6462013Revenue 2014: $366,717Expenses 2014: $139,471Net Income 2014: $227,2462014Revenue 2015: $297,866Expenses 2015: $179,385Net Income 2015: $118,4812015Revenue 2016: $129,859Expenses 2016: $186,603Net Income 2016: -$56,7442016Revenue 2017: $261,518Expenses 2017: $209,058Net Income 2017: $52,4602017Revenue 2018: $236,470Expenses 2018: $201,868Net Income 2018: $34,6022018Revenue 2019: $271,137Expenses 2019: $237,959Net Income 2019: $33,1782019Revenue 2020: $251,515Expenses 2020: $192,729Net Income 2020: $58,7862020Revenue 2021: $239,224Expenses 2021: $192,895Net Income 2021: $46,3292021Revenue 2022: $318,185Expenses 2022: $326,574Net Income 2022: -$8,3892022Revenue 2023: $233,859Expenses 2023: $243,289Net Income 2023: -$9,4302023Revenue 2024: $335,734Expenses 2024: $220,374Net Income 2024: $115,3602024Revenue 2025: $434,202Expenses 2025: $265,298Net Income 2025: $168,9042025

Highlighted filing

2014

Revenue$366,717
Expenses$139,471
Net Income$227,246
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 21, 2014
Return Version
2013v3.0
Gross Receipts
$1,015,922
Mission and Program Overview

Mission

Support porgrams for youth, educational opportunities and interantional exchagnes for students, teachers, and other professionals. "service above self"

To support organizations and activities which improve and promote the local community's welfare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$951,153$1,174,382▲ $223,229
Savings and Temporary Cash Investments$178,943$184,596▲ $5,653
Total Assets$1,130,196$1,359,378▲ $229,182
Other Assets Total$100$400▲ $300
Liabilities
Other Liabilities$192,892$194,828▲ $1,936
Total Liabilities$192,892$194,828▲ $1,936
Net Assets / Fund Balance
Temporarily Rstr Net Assets$476,381$623,783▲ $147,402
Unrestricted Net Assets$460,923$540,767▲ $79,844
Total Net Assets Fund Balance$937,304$1,164,550▲ $227,246
Total Liabilities and Net Assets / Fund Balance$1,130,196$1,359,378▲ $229,182
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Sheila CanzianPresident
Ed PhillipsPresident Elect
Bruce BeanDirector
Clarke FunkhouserDirector
Dan JohndrowDirector
Dick BennettDirector
Don LeydigDirector
Peter SortwellDirector
Rod DowiatDirector
Yvonne ShiuDirector
Sue WinksSecretary
Chris EckertSgt-at-arms
Jessica EvansSgt-at-arms
Steven McdonaldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$37,949
Program Service Revenue
$0
Investment Income
$220,403
Other Revenue
$108,365
All Other Contributions
$37,949
Change in Net Assets
$227,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$130,965
Other Expenses$8,506
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$95,606--$95,606
Grants to Domestic Orgs$35,359--$35,359
Fees for Services Legal-$5,160-$5,160
Other Expenses-$20-$20
Total Functional Expenses$130,965$8,506$0$139,471
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
94-6133905--Scholarshipscholarship$14,000
---Donation to Tutoring Program$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$110,166
Fundraising Direct Expenses$17,551
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$61,200$61,200$15,300$45,900
Event 2$13,294$13,294$5,500$7,794
Total Events$74,494$74,494$20,800$53,694
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarship Awards Payable$194,828
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The board of directors reviews the form 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
23-7101037
Phone
6505745000

Signing Officer

Name
Sheila Canzian
Title
President
Phone
6505227404
Signed
2014-11-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheila Canzian
Formed
1966
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Preparer
Thomas H Vocker
Phone
6505745000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“$147,402 was added to temporarily restricted fund during the fiscal year.”

Raw XML AppendixShowing 400 of 454 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT ORGANIZATIONS AND ACTIVITIES WHICH IMPROVE AND PROMOTE THE LOCAL COMMUNITY'S WELFARE.
IRS990/AllOtherContributionsAmt037949
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10STEVEN MCDONALD - TREASURER
IRS990/BooksInCareOfDetail/PhoneNum06503536547
IRS990/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 95
IRS990/BooksInCareOfDetail/USAddress/City0SAN MATEO
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode094401
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt037949
IRS990/CYGrantsAndSimilarPaidAmt0130965
IRS990/CYInvestmentIncomeAmt0220403
IRS990/CYOtherExpensesAmt08506
IRS990/CYOtherRevenueAmt0108365
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0227246
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0139471
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0366717
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIP AWARDS TO LOCAL HIGH SCHOOL AND COMMUNITY COLLEGE STUDENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt095606
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05160
IRS990/FeesForServicesLegalGrp/TotalAmt05160
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0ED PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm1SHEILA CANZIAN
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVEN MCDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm3SUE WINKS
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRIS ECKERT
IRS990/Form990PartVIISectionAGrp/PersonNm5JESSICA EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm6PETER SORTWELL
IRS990/Form990PartVIISectionAGrp/PersonNm7CLARKE FUNKHOUSER
IRS990/Form990PartVIISectionAGrp/PersonNm8DON LEYDIG
IRS990/Form990PartVIISectionAGrp/PersonNm9ROD DOWIAT
IRS990/Form990PartVIISectionAGrp/PersonNm10BRUCE BEAN
IRS990/Form990PartVIISectionAGrp/PersonNm11DICK BENNETT
IRS990/Form990PartVIISectionAGrp/PersonNm12DAN JOHNDROW
IRS990/Form990PartVIISectionAGrp/PersonNm13YVONNE SHIU
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/ReportableCompFromOrgAmt130
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/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4SGT-AT-ARMS
IRS990/Form990PartVIISectionAGrp/TitleTxt5SGT-AT-ARMS
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt017551
IRS990/FundraisingGrossIncomeAmt0110166
IRS990/GainOrLossGrp/SecuritiesAmt0167305
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt095606
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt095606
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt095606
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt035359
IRS990/GrantsToDomesticOrgsGrp/TotalAmt035359
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0798959
IRS990/GrossReceiptsAmt01015922
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt053098
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt053098
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0951153
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01174382
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0631654
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT PORGRAMS FOR YOUTH, EDUCATIONAL OPPORTUNITIES AND INTERANTIONAL EXCHAGNES FOR STUDENTS, TEACHERS, AND OTHER PROFESSIONALS. "SERVICE ABOVE SELF"
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0937304
IRS990/NetAssetsOrFundBalancesEOYAmt01164550
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0167305
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0167305
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt092615
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt092615
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0100
IRS990/OtherAssetsTotalGrp/EOYAmt0400
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADVISORY FEES
IRS990/OtherExpensesGrp/Desc1INVESTMENT ACCOUNT CUST
IRS990/OtherExpensesGrp/Desc2FILING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03066
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1260
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt220
IRS990/OtherExpensesGrp/TotalAmt03066
IRS990/OtherExpensesGrp/TotalAmt1260
IRS990/OtherExpensesGrp/TotalAmt220
IRS990/OtherLiabilitiesGrp/BOYAmt0192892
IRS990/OtherLiabilitiesGrp/EOYAmt0194828
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0UNUSED SCHOLARSHIP AWA
IRS990/OtherRevenueMiscGrp/ExclusionAmt015750
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015750
IRS990/OtherRevenueTotalAmt015750
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SHEILA CANZIAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0INCENTIVE SCHOLARSHIPS TO MIDDLE SCHOOL STUDENTS PAYABLE UPON COLLEGE MATRICULATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt015743
IRS990/ProgSrvcAccomActy2Grp/GrantAmt015743
IRS990/ProgSrvcAccomActy3Grp/Desc0DONATIONS TO INTERNATIONAL ORGANIZATIONS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt019616
IRS990/ProgSrvcAccomActy3Grp/GrantAmt019616
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER AWARDS AND ALLOCATIONS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt040181
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0195244
IRS990/PYInvestmentIncomeAmt033404
IRS990/PYOtherExpensesAmt06402
IRS990/PYOtherRevenueAmt080122
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-47939
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0201646
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0153707
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0227246
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0178943
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0184596
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0148115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0135769
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0126269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0119762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0114898
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0644813
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt053097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026215
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023654
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023067
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022506
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0148539
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81280
IRS990ScheduleA/PublicSupportPY170Pct00.81840
IRS990ScheduleA/PublicSupportTotal170Amt0644813
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0148115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0135769
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0126269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0119762
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0114898
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0644813
IRS990ScheduleA/TotalSupportAmt0793352
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0194828
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIP AWARDS PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0194828
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074494
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt061200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt074494
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0RAFFLE TICKETS
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt053694
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020800
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015300
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05500
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/GamingManagerIsDirectorOfcrInd0X
IRS990ScheduleG/GamingManagerPersonNm0SHEILA CANZIAN- FOUNDATION PRES
IRS990ScheduleG/GamingManagerServicesProvTxt0VOLUNTEER - PRESIDENT
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/LicensedInd01
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/PersonsWithBooksName/BusinessNameLine10JUDY DOMBROWSKY
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine10P O BOX 95
IRS990ScheduleG/PersonsWithBooksUSAddress/City0SAN MATEO
IRS990ScheduleG/PersonsWithBooksUSAddress/State0CA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCode094401
IRS990ScheduleG/StatesWhereGamingConductedCd0CA
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt095606
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARDS TO LOCAL HIGH SCHOOL AND COMMUNITY COLLEGE STUDENTS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt086
IRS990ScheduleI/RecipientTable/CashGrantAmt014000
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPSCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DONATION TO TUTORING PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10COLLEGE OF SAN MATEO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11BAYSIDE STEM ACADEMY
IRS990ScheduleI/RecipientTable/RecipientEIN0946133905
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101700 WEST HILLSDALE BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine112025 KEHOE AVE
IRS990ScheduleI/RecipientTable/USAddress/City0SAN MATEO
IRS990ScheduleI/RecipientTable/USAddress/City1SAN MATEO
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/State1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode094402
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode194403
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$147,402 WAS ADDED TO TEMPORARILY RESTRICTED FUND DURING THE FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 1:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0476381
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0623783
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01130196
IRS990/TotalAssetsEOYAmt01359378
IRS990/TotalAssetsGrp/BOYAmt01130196
IRS990/TotalAssetsGrp/EOYAmt01359378
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt037949
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08506
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0130965
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139471
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0192892
IRS990/TotalLiabilitiesEOYAmt0194828
IRS990/TotalLiabilitiesGrp/BOYAmt0192892
IRS990/TotalLiabilitiesGrp/EOYAmt0194828
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0937304

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,359,378
Liabilities
$194,828
Net assets
$1,164,550
Revenue
$366,717
Expenses
$139,471
Net income
$227,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.26$1.72$0.43$0.27$0.17
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.29$1.55$0.34$0.22$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.36$1.43$0.23$0.24$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.31$1.44$0.32$0.33$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.26$1.45$0.24$0.19$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.30$1.41$0.25$0.19$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.26$1.35$0.27$0.24$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.56$0.25$1.31$0.24$0.20$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.19$1.28$0.26$0.21$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.24$1.23$0.13$0.19$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.20$1.28$0.30$0.18$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.19$1.16$0.37$0.14$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.19$0.94$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.14$0.98$0.14