Civic Intelligence

Rancho Santa Fe Rotary Foundation Inc.

990EZ • Fiscal year 2015 • EIN 33-0066601

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 07, 2015

PO Box 246Rancho Santa Fe, CA 92067

(760) 525-9637

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

31st percentile

-4.5%

Higher net margin than 31% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Assets

$263,189

No earlier filing loaded for comparison.

Net Assets

$263,189

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$66,751

No earlier filing loaded for comparison.

Expenses

$69,770

No earlier filing loaded for comparison.

Net Income

-$3,019

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2015: $263,189Net Assets 2015: $263,1892015Assets 2016: $285,448Net Assets 2016: $285,4482016Assets 2017: $300,338Net Assets 2017: $300,3382017Assets 2018: $374,981Net Assets 2018: $374,9812018Assets 2020: $423,591Net Assets 2020: $423,5912020Assets 2021: $502,418Liabilities 2021: $0Net Assets 2021: $502,4182021Assets 2022: $433,966Net Assets 2022: $433,9662022Assets 2025: $542,865Liabilities 2025: $501Net Assets 2025: $542,3642025

Highlighted filing

2015

Assets$263,189
Liabilities-
Net Assets$263,189

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $66,751Expenses 2015: $69,770Net Income 2015: -$3,0192015Revenue 2016: $40,992Expenses 2016: $18,733Net Income 2016: $22,2592016Revenue 2017: $62,594Expenses 2017: $47,704Net Income 2017: $14,8902017Revenue 2018: $99,605Expenses 2018: $22,781Net Income 2018: $76,8242018Revenue 2020: $70,448Expenses 2020: $51,210Net Income 2020: $19,2382020Revenue 2021: $63,340Expenses 2021: $49,471Net Income 2021: $13,8692021Revenue 2022: $105,592Expenses 2022: $91,410Net Income 2022: $14,1822022Revenue 2025: $248,408Expenses 2025: $230,378Net Income 2025: $18,0302025

Highlighted filing

2015

Revenue$66,751
Expenses$69,770
Net Income-$3,019
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 7, 2015
Return Version
2014v5.0
Gross Receipts
$66,751
Mission and Program Overview

Mission

The organization's primary exempt purposes are educational and charitable.

Program Services

DescriptionGrantsExpenses
Promote youth and education programs through contributions to Dollars for Scholars, Miracle Babies, Hands United for Children, SD Children's Discovery Museum,Chuck Courtney Fund, Catherine's Kids, and Just in time.-$30,105
The Foundation made contributions to community organizations including the RSF Historical Society,Pedal for Cause, RSF Community Center, Nice Guys Inc Victory Fund, SD Botanical Garden, The Assistance League, RSF Senior Center, Salk Institute, Intl Bi Polar Foundation, Helen Woodward Animal Center, Quail Botanical, and Municipal Emergency service.-$22,500
International Projects: The Foundation supports with funds and volunteer labor, projects to alleviate poverty in nearby Mexican border communities and also funds other international relief groups. Contributions were made to International Relief Fund,Kids Kingdom Orphanage, Alternative Gift International, and Emiliani Project.-$13,000
Other Expense - See Part I, line 16.$3,050-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Luis CarranzaPresident-$0--
Louis BaeriswylTreasurer-$0--
Laura MacKinnonVice President-$0--
Carl A LarsonSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rancho Santa Fe Rotary Foundation Inc
EIN
33-0066601
Address
PO Box 246, Rancho Santa Fe, CA 92067

Signing Officer

Name
Louis Baeriswyl
Title
Treasurer
Signed
2015-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Wolfe & Wolfe CPAs
Address
5151 Shoreham Pl 250, San Diego, CA 92122
Preparer
Diane L Wolfe
Phone
8585581116
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.22

Class of Activity: International Programs | Donee's Name: International Relief Fund | Donee's Address: 4560 Alvarado Canyon Rd, Ste 2G San Diego, CA 92120 | Cash Amount Given: $6000

Grants and Similar Amounts Paid In Excess of $5,000.25

Class of Activity: Education Programs | Donee's Name: Chuck Courtney Scholarship Fund | Donee's Address: PO Box 811 Rancho Santa Fe, CA 92067 | Cash Amount Given: $12605

Other Expenses.1

Administrative Fees $2651

Other Expenses.2

Taxes & Penalties $375

Other Expenses.3

Bank Fees $24

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: International Programs | Donee's Name: International Relief Fund | Donee's Address: 4560 Alvarado Canyon Rd, Ste 2G San Diego, CA 92120 | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Education Programs | Donee's Name: Chuck Courtney Scholarship Fund | Donee's Address: PO Box 811 Rancho Santa Fe, CA 92067 | Cash Amount Given: $12605
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ReturnHeader/TaxYr02014

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