Civic Intelligence

San Juan Rotary Foundation Inc.

990EZ • Fiscal year 2015 • EIN 27-0412204

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 30, 2015

Organization ProfileN/A
PO Box 3102Farmington, NM 87499

(505) 327-5052

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

99th percentile

94%

Higher net margin than 99% of similar nonprofits.

2015 filings • NTEE F • <$500k nonprofits • Source year 2015

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2015 filings • NTEE F • <$500k nonprofits • Source year 2015

Asset Growth

63rd percentile

7.5%

Faster asset growth than 63% of similar nonprofits.

2015 filings • NTEE F • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2015 filings • NTEE F • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$68,592

Up $4,765 (+7.5%) from 2014

Net Assets

Up

$68,592

Up $4,765 (+7.5%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

$5,069

Down $2,060 (-29%) from 2014

Expenses

Down

$305

Down $21,777 (-99%) from 2014

Net Income

Up

$4,764

Up $19,717 (+132%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$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

2015

Assets$68,592
Liabilities-
Net Assets$68,592
Open 2015 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$5,069
Expenses$305
Net Income$4,764
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 30, 2015
Return Version
2014v5.0
Gross Receipts
$5,069
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 IN CLOTHES FOR KIDS PROGRAM, AND NUMEROUS LOCAL CHARITABLE PROGRAMS.--
HEALING FIELDS A COMMUNITY MEMORIAL FOR VETERNS--
BARGAIN BONAZA--
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDY WILLIAMSPresident-$0--
BRYAN FREYTAGTreasurer-$0--
RICK QUEVEDODirector-$0--
PEGGY MARIEVice Preside-$0--
JOHN ELCHERTSecretary-$0--
DREW DEGNERDirector-$0--
MELISSA MEECHANDirector-$0--
Filing and Contact Details

Filer

Filer Name
San Juan Rotary Foundation Inc
EIN
27-0412204
Phone
5053275052
Address
PO BOX 3102, FARMINGTON, NM 87499

Signing Officer

Name
Sandy Williams
Title
President
Phone
5053275052
Signed
2015-10-30

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 II, Line 24

“Accounts receivable 1,000 0 due from san juan rotary club 0 0 total 1,000 0”

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 Appendix139 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FARMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062828
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063828
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068592
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANDY WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRYAN FREYTAG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICK QUEVEDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PEGGY MARIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN ELCHERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DREW DEGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MELISSA MEECHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01000
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/ProgramServiceRevenueAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY CLUB SPONSORED AND PARTICIPATED IN CLOTHES FOR KIDS PROGRAM, AND 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/TotalExpensesAmt0305
IRS990EZ/TotalRevenueAmt05069
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0786
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt064742
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt065528
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01129
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0132921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACCOUNTS RECEIVABLE 1,000 0 DUE FROM SAN JUAN ROTARY CLUB 0 0 TOTAL 1,000 0
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 II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDY WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05053275052
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JUAN ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0270412204
ReturnHeader/Filer/PhoneNum05053275052
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3102
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
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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/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE OLDFIELD
ReturnHeader/ReturnTs02015-11-16T11:34:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$68,592
Liabilities
-
Net assets
$68,592
Revenue
$5,069
Expenses
$305
Net income
$4,764
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