Civic Intelligence

Rotary Foundation of Coto De Caza Trabuco Canyon

990EZ • Fiscal year 2016 • EIN 33-0075294

Jul 01, 2015 to Jun 30, 2016 • Filed on May 08, 2017

Organization ProfileN/A
PO Box 81072Rancho Santa Margarita, CA 92688

(949) 951-3200

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.11x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

28th percentile

-6.4%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / Assets72nd percentile

Assets

$64,739

No earlier filing loaded for comparison.

Net Assets

$61,387

No earlier filing loaded for comparison.

Liabilities

$3,352

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin28th percentile

Revenue

$31,507

No earlier filing loaded for comparison.

Expenses

$33,512

No earlier filing loaded for comparison.

Net Income

-$2,005

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2016: $64,739Liabilities 2016: $3,352Net Assets 2016: $61,3872016Assets 2017: $58,685Liabilities 2017: $3,102Net Assets 2017: $55,5832017Assets 2018: $54,627Liabilities 2018: $4,537Net Assets 2018: $50,0902018Assets 2019: $60,784Liabilities 2019: $4,537Net Assets 2019: $56,2472019Assets 2020: $67,166Liabilities 2020: $4,537Net Assets 2020: $62,6292020Assets 2021: $70,265Liabilities 2021: $4,536Net Assets 2021: $65,7292021Assets 2022: $57,324Liabilities 2022: $4,787Net Assets 2022: $52,5372022Assets 2023: $68,456Net Assets 2023: $68,4562023Assets 2024: $68,954Net Assets 2024: $68,9542024Assets 2025: $61,868Net Assets 2025: $61,8682025

Highlighted filing

2016

Assets$64,739
Liabilities$3,352
Net Assets$61,387
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2016: $31,507Expenses 2016: $33,512Net Income 2016: -$2,0052016Revenue 2017: $34,888Expenses 2017: $40,692Net Income 2017: -$5,8042017Revenue 2018: $26,859Expenses 2018: $32,352Net Income 2018: -$5,4932018Revenue 2019: $39,305Expenses 2019: $33,148Net Income 2019: $6,1572019Revenue 2020: $23,702Expenses 2020: $17,320Net Income 2020: $6,3822020Revenue 2021: $27,117Expenses 2021: $24,017Net Income 2021: $3,1002021Revenue 2022: $24,564Expenses 2022: $37,756Net Income 2022: -$13,1922022Revenue 2023: $35,701Expenses 2023: $19,782Net Income 2023: $15,9192023Revenue 2024: $41,956Expenses 2024: $41,458Net Income 2024: $4982024Revenue 2025: $30,199Expenses 2025: $37,285Net Income 2025: -$7,0862025

Highlighted filing

2016

Revenue$31,507
Expenses$33,512
Net Income-$2,005
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 8, 2017
Return Version
2015v3.0
Gross Receipts
$36,473
Mission and Program Overview

Mission

This foundation is operated exclusively for charitable purposes within the meaning of section 501(c)3 of the internal revenue code. The board of directors determines that recipient organizations qualify for these purposes.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION PROVIDED ASSISTANCE TO THE ARMED SERVICES YMCA-CAMP PENDLETON IN FURTHERANCE OF ITS MISSION TO SUPPORT THE FAMILIES OF LOWER ENLISTED MARINE SERVICE PERSONS, WHICH INCLUDED THE PROVISION OF FOOD TO 200+ FAMILIES DURING THE HOLIDAY SEASON AND SUPPPORT OF AFTER SCHOOL AND ASSOCIATED PROGRAMS AS ADMINISTERED BY THE ARMED SERVICES YMCA-CAMP PENDLETON.THE FOUNDATION PROVIDES SCHOLASTIC SCHOLARSHIPS FOR HIGHER EDUCATION TO WORTHY HIGH SCHOOL SENIORS AS SELECTED BY A PANEL OF FIVE FOUNDATION MEMBERS. APPLICATIONS FOR SCHOLARSHIPS ARE SOLICITED AT LOCAL HIGH SCHOOLS TO THE ENTIRE SENIOR STUDENT BODY OF EACH SCHOOL. DURING THE YEAR, THE FOUNDATION PROVIDED STIPENDS OF VARIOUS AMOUNTS BASED UPON A CRITERIA OF NEED, AREAS OF INTEREST AND ABILITY TO RECEIVE OTHER AID. THE FOUNDATION DID NOT PROVIDE ANY SCHOLARSHIPS.$3,642$29,870
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEAN KELLERChairman-$0--
JOHN CARPENTERDirector-$0--
DAN GRAHAMDirector-$0--
DAVE HICKEYTreasurerPT$0--
JIM BASTIANDirector-$0--
JEFFREY SAWYERDirector-$0--
ALAN SHERMANDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Marine Project$26,495---
4th of July Fundraiser$9,379$9,379$4,966$4,413
Total Events$35,874$9,379$4,966$4,413
Filing and Contact Details

Filer

Filer Name
Rotary Foundation of Cotodecazatrabuco
EIN
33-0075294
Phone
9499513200
Address
PO BOX 81072, RANCHO SANTA MARGARITA, CA 92688

Signing Officer

Name
Glenn Davidson
Title
Treasurer
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Carpenter Petersen & Associates CPAS
Address
26020 Towne Centre Drive, Foothill Ranch, CA 92610
Preparer
John Carpenter
Phone
9499513200
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.7

“| Donee's Name: ARMED SERVICES YMCA CAMP PENDLETON | Donee's Address: 16144 A STREET CAMP PENDLETON NORTH CA 92055 | Cash Amount Given: $29270”

Other Expenses.1

“ANNUAL PROGRAMS $2288”

Other Expenses.2

“Youth event expenses $1354”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $56 Prepaid Expenses and Deferred Charges - Ending $0”

Total Liabilities.1

“OTHER PAYABLES - Beginning $3351 OTHER PAYABLES - Ending $3352”

Raw XML Appendix198 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.

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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt056
IRS990EZ/OtherExpensesTotalAmt03642
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IRS990EZ/TotalExpensesAmt033512
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: ARMED SERVICES YMCA CAMP PENDLETON | Donee's Address: 16144 A STREET CAMP PENDLETON NORTH CA 92055 | Cash Amount Given: $29270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL PROGRAMS $2288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YOUTH EVENT EXPENSES $1354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prepaid Expenses and Deferred Charges - Beginning $56 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER PAYABLES - Beginning $3351 OTHER PAYABLES - Ending $3352
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GLENN DAVIDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY FOUNDATION OF COTODECAZATRABUCO
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0330075294
ReturnHeader/Filer/PhoneNum09499513200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 81072
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA MARGARITA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092688
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carpenter Petersen & Associates CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026020 Towne Centre Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Foothill Ranch
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092610
ReturnHeader/PreparerPersonGrp/PhoneNum09499513200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Carpenter
ReturnHeader/ReturnTs02017-05-08T13:12:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,739
Liabilities
$3,352
Net assets
$61,387
Revenue
$31,507
Expenses
$33,512
Net income
-$2,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$61.9$61.9$30.2$37.3$7.09
2024Detailed filing. Detailed filing data is available for this year.$69.0$69.0$42.0$41.5$0.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.5$68.5$35.7$19.8$15.9
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.3$4.79$52.5$24.6$37.8$13.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.3$4.54$65.7$27.1$24.0$3.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.2$4.54$62.6$23.7$17.3$6.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.8$4.54$56.2$39.3$33.1$6.16
2018Detailed filing. Detailed filing data is available for this year.$54.6$4.54$50.1$26.9$32.4$5.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.7$3.10$55.6$34.9$40.7$5.80
2016Detailed filing. Detailed filing data is available for this year.$64.7$3.35$61.4$31.5$33.5$2.01