Civic Intelligence

San Juan Rotary Foundation Inc.

EIN 27-0412204 • 501(c)3 • Farmington, NM

Pub. 78 Eligible990-N CoverageNTEE F21

Profile

Conduit for collecting monies to be used in various local charitable programs such as clothes for kids supported by the san juan rotary club.

PO Box 2105Farmington, NM 87499

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

95th percentile

94%

Higher net margin than 95% of similar nonprofits.

NTEE F21 • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

NTEE F21 • <$500k nonprofits • Source year 2021

Asset Growth

72nd percentile

27%

Faster asset growth than 72% of similar nonprofits.

NTEE F • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

231%

Faster revenue growth than 91% of similar nonprofits.

NTEE F • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$150,307

Up $32,368 (+27%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$150,307

Up $32,368 (+27%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Up

$5,767

Up $4,025 (+231%) from 2020

Expenses

Down

$319

Down $80 (-20%) from 2020

Net Income

Up

$5,448

Up $4,105 (+306%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$200K$150K$100K$50K$0Assets 2010: $9,828Net Assets 2010: $9,8282010Assets 2011: $21,690Net Assets 2011: $21,6902011Assets 2012: $78,593Net Assets 2012: $78,5932012Assets 2013: $78,780Net Assets 2013: $78,7802013Assets 2014: $63,827Net Assets 2014: $63,8272014Assets 2015: $68,592Net Assets 2015: $68,5922015Assets 2016: $92,998Net Assets 2016: $92,9982016Assets 2017: $97,374Net Assets 2017: $97,3742017Assets 2018: $108,943Net Assets 2018: $108,9432018Assets 2019: $119,270Net Assets 2019: $119,2702019Assets 2020: $117,939Net Assets 2020: $117,9392020Assets 2021: $150,307Net Assets 2021: $150,3072021

Highlighted filing

2021

Assets$150,307
Liabilities-
Net Assets$150,307
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $49,263Expenses 2010: $39,435Net Income 2010: $9,8282010Revenue 2011: $64,742Expenses 2011: $52,880Net Income 2011: $11,8622011Revenue 2012: $56,9032012Revenue 2013: $736Expenses 2013: $549Net Income 2013: $1872013Revenue 2014: $7,129Expenses 2014: $22,082Net Income 2014: -$14,9532014Revenue 2015: $5,069Expenses 2015: $305Net Income 2015: $4,7642015Revenue 2016: $24,416Expenses 2016: $10Net Income 2016: $24,4062016Revenue 2017: $5,000Expenses 2017: $624Net Income 2017: $4,3762017Revenue 2018: $10,901Expenses 2018: $332Net Income 2018: $10,5692018Revenue 2019: $12,7982019Revenue 2020: $1,742Expenses 2020: $399Net Income 2020: $1,3432020Revenue 2021: $5,767Expenses 2021: $319Net Income 2021: $5,4482021

Highlighted filing

2021

Revenue$5,767
Expenses$319
Net Income$5,448
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,307
Liabilities
-
Net assets
$150,307
Revenue
$5,767
Expenses
$319
Net income
$5,448
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.50$1.50$0.06$0.00$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.02$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.19$1.19$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.11$0.00$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.05$0.01$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.24$0.00$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.05$0.00$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.07$0.22$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.79$0.01$0.01$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.79$0.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.22$0.65$0.53$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$0.49$0.39$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 26, 2022
Return Version
2020v4.0
Gross Receipts
$5,767
Mission and Program Overview

Mission

Conduit for collecting monies to be used in various local charitable programs such as clothes for kids supported by the san juan rotary club.

Program Services

DescriptionGrantsExpenses
ROTARY CLUB SPONSORED AND PARTICIPATED NUMEROUS LOCAL CHARITABLE PROGRAMS.--
HEALING FIELDS A COMMUNITY MEMORIAL FOR VETERNS--
BARGAIN BONAZA--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA VAN CASTERPresidentPT$0--
TERRI FORTNERSecretaryPT$0--
DAWN BOURGEOISDirectorPT$0--
JOSEPH CRIMTreasurerPT$0--
RANDY JOSLINDirectorPT$0--
GINGER PALMERDirectorPT$0--
JEANINE KELLYDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
San Juan Rotary Foundation Inc
EIN
27-0412204
Phone
5053271544
Address
PO BOX 2105, FARMINGTON, NM 87499

Signing Officer

Name
Maria Van Caster
Title
President
Phone
5053275052
Signed
2022-04-26

Preparer

Firm
Steve Oldfield & Associates
Address
4001 N BUTLER BLDG 2101, FARMINGTON, NM 87401-8438
Preparer
Steve Oldfield
Phone
5053275001
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 20

“Unrealized gain on investments 26,920”

Form 990-ez, Part III

“Conduit for collecting monies to be used in various local charitable programs such as clothes for kids supported by the san juan rotary club.”

Raw XML Appendix153 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MARIA VAN CASTER
CompensationExplanation/CompensationExplanationGrp/PersonNm1TERRI FORTNER
CompensationExplanation/CompensationExplanationGrp/PersonNm2DAWN BOURGEOIS
CompensationExplanation/CompensationExplanationGrp/PersonNm3JOSEPH CRIM
CompensationExplanation/CompensationExplanationGrp/PersonNm4RANDY JOSLIN
CompensationExplanation/CompensationExplanationGrp/PersonNm5GINGER PALMER
CompensationExplanation/CompensationExplanationGrp/PersonNm6JEANINE KELLY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DANIEL EVANS
IRS990EZ/BooksInCareOfDetail/PhoneNum05053271544
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2105
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FARMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd087499
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0117939
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0150307
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05245
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05448
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0319
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0117939
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0150307
IRS990EZ/GrossReceiptsAmt05767
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0522
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0117939
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0150307
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0117939
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0150307
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIA VAN CASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERRI FORTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAWN BOURGEOIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSEPH CRIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RANDY JOSLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GINGER PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEANINE KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt026920
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CONDUIT FOR COLLECTING MONIES TO BE USED IN VARIOUS LOCAL CHARITABLE PROGRAMS SUCH AS CLOTHES FOR KIDS SUPPORTED BY THE SAN JUAN ROTARY CLUB.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY CLUB SPONSORED AND PARTICIPATED NUMEROUS LOCAL CHARITABLE PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HEALING FIELDS A COMMUNITY MEMORIAL FOR VETERNS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2BARGAIN BONAZA
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0319
IRS990EZ/TotalRevenueAmt05767
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05245
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0522
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06808
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010901
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021891
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0522
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06808
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07330
IRS990ScheduleA/InvestmentIncomeCYPct00.21000
IRS990ScheduleA/InvestmentIncomePYPct00.13000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78730
IRS990ScheduleA/PublicSupportPY509Pct00.87180
IRS990ScheduleA/PublicSupportTotal509Amt027136
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05245
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/Total509Grp/TotalAmt027136
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05767
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt012798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt034466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAIN ON INVESTMENTS 26,920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONDUIT FOR COLLECTING MONIES TO BE USED IN VARIOUS LOCAL CHARITABLE PROGRAMS SUCH AS CLOTHES FOR KIDS SUPPORTED BY THE SAN JUAN ROTARY CLUB.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA VAN CASTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05053275052
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JUAN ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0270412204
ReturnHeader/Filer/PhoneNum05053271544
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2105
ReturnHeader/Filer/USAddress/CityNm0FARMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087499
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203866860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVE OLDFIELD & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04001 N BUTLER BLDG 2101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0874018438
ReturnHeader/PreparerPersonGrp/PhoneNum05053275001
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE OLDFIELD
ReturnHeader/ReturnTs02022-06-08T10:34:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VAN CASTER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.