Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Santee-Lakeside Rotary Club Foundation
990EZ • Fiscal year 2013 • EIN 33-0449463
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
22nd percentile
Higher net margin than 22% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
34th percentile
Faster asset growth than 34% of similar nonprofits.
Revenue Growth
58th percentile
Faster revenue growth than 58% of similar nonprofits.
Balance Sheet
Assets
Down$191,167
Down $11,424 (-5.6%) from 2012
Net Assets
Down$191,167
Down $11,424 (-5.6%) from 2012
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$20,785
Up $1,301 (+6.7%) from 2012
Expenses
Down$23,302
Down $4,351 (-16%) from 2012
Net Income
Up-$2,517
Up $5,652 (+69%) from 2012
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- Aug 1, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $48,712
Mission and Program Overview
Mission
The mission of the Santee-Lakeside Rotary Club is to operate as a nonprofit organization to receive and to distribute funds for local, national and international charitable projects consistent with Rotary International principles.
To assist at risk students with tuition, books and tutoring
Program Services
| Description | Grants | Expenses |
|---|---|---|
| WITH ADVICE FROM COUNSELORS, HIGH SCHOOL STUDENTS ARE IDENTIFIED IN THEIR SOPHOMORE YEAR WHO ARE AT RISK FROM NOT GRADUATING HIGH SCHOOL. AS AN INCENTIVE TO STAY IN SCHOOL, THESE STUDENTS RECEIVE A TWO YEAR COLLEGE OR TRADE SCHOOL SCHOLARHIP UPON GRADUATING FROM HIGH SCHOOL WITH THEIR CLASS. | $10,672 | $10,672 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DOUG WILSON | Treasurer | - | $0 | - | - |
| BILL STUMBAUGH | President | - | $0 | - | - |
| AUGIE CAIRES | Secretary | - | $0 | - | - |
| BILL POMMERING | Chairman | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Event 1 | $26,751 | $26,751 | $16,471 | $10,280 |
| Total Events | $26,751 | $26,751 | $16,471 | $10,280 |
Filing and Contact Details
Filer
- EIN
- 33-0449463
- Phone
- 6192770217
Signing Officer
- Name
- Doug Wilson
- Title
- Treasurer
- Phone
- 6192770217
- Signed
- 2014-08-01
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Lauren King Ea
- Phone
- 6194499975
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10
“06/20/2013 10,672 0 0”
Form 990-ez, Part I, Line 16
“EXPENSES 99 TOTAL 99”
Form 990-ez, Part I, Line 20
“Change in asset values -8,906”
Form 990-ez, Part III, Line 28
“With advice from counselors, high school students are identified in their sophomore year who are at risk from not graduating high school. As an incentive to stay in school, these students receive a two year college or trade school scholarhip upon graduating from high school with their class.”
Raw XML Appendix167 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/PersonNm | 0 | DOUG WILSON |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | BILL STUMBAUGH |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | AUGIE CAIRES |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | BILL POMMERING |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DOUG WILSON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6192770217 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 1949 HACIENDA DR |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | EL CAJON |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 92020 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 202590 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 191167 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 5881 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 11456 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -2517 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 12455 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 202590 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 191167 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 26751 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 1387 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 10672 |
| IRS990EZ/GrossReceiptsAmt | 0 | 48712 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 3237 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 202590 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 191167 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 202590 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 191167 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DOUG WILSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | BILL STUMBAUGH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | AUGIE CAIRES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BILL POMMERING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | CHAIRMAN |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -8906 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 99 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO ASSIST AT RISK STUDENTS WITH TUITION, BOOKS AND TUTORING |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 76 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | WITH ADVICE FROM COUNSELORS, HIGH SCHOOL STUDENTS ARE IDENTIFIED IN THEIR SOPHOMORE YEAR WHO ARE AT RISK FROM NOT GRADUATING HIGH SCHOOL. AS AN INCENTIVE TO STAY IN SCHOOL, THESE STUDENTS RECEIVE A TWO YEAR COLLEGE OR TRADE SCHOOL SCHOLARHIP UPON GRADUATING FROM HIGH SCHOOL WITH THEIR CLASS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 10672 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 10672 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 12843 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 16471 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 10280 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 23302 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 10672 |
| IRS990EZ/TotalRevenueAmt | 0 | 20785 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt | 0 | 79,313 |
| IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt | 1 | THE MAJORITY OF THE CURRENT YEAR INCOME IS DERIVED FROM SUPPORT FROM THE PUBLIC, THEY HAVE KEPT INVESTMENT ACCOUNTS SO THAT THERE IS MONEY FOR SCHOLARSHIPS EACH YEAR. SOMETIMES THE ACCOUNT VALUES ARE HIGHER THAN THE FUNDRAISER INCOME FOR THE YEAR BUT THEY HAVE NO OTHER SOURCES EXCEPT WHAT COMES FROM PUBLIC SOURCES. |
| IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc | 0 | PART II, LINE 10 |
| IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc | 1 | PART II, LINE 17B |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 5881 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1695 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 484 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7063 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 197 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 15320 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 4624 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 6784 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 9503 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 12265 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 11225 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 44401 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 29988 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 26751 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 19625 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 9991 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 22896 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 50 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 79313 |
| IRS990ScheduleA/PrivateFoundation170Ind | 0 | X |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.11020 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.08430 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 15320 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 5881 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1695 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 484 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7063 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 197 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 15320 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 139034 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 16471 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 26751 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 26751 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 26751 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 26751 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt | 0 | CONCERT BY THE |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 10280 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 16471 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 16471 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 06/20/2013 10,672 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES 99 TOTAL 99 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CHANGE IN ASSET VALUES -8,906 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | WITH ADVICE FROM COUNSELORS, HIGH SCHOOL STUDENTS ARE IDENTIFIED IN THEIR SOPHOMORE YEAR WHO ARE AT RISK FROM NOT GRADUATING HIGH SCHOOL. AS AN INCENTIVE TO STAY IN SCHOOL, THESE STUDENTS RECEIVE A TWO YEAR COLLEGE OR TRADE SCHOOL SCHOLARHIP UPON GRADUATING FROM HIGH SCHOOL WITH THEIR CLASS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DOUG WILSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6192770217 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-08-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | SANTEE-LAKESIDE ROTARY CLUB |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2 | 0 | FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SANT |
| ReturnHeader/Filer/EIN | 0 | 330449463 |
| ReturnHeader/Filer/PhoneNum | 0 | 6192770217 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | P O BOX 711464 |
| ReturnHeader/Filer/USAddress/City | 0 | SANTEE |
| ReturnHeader/Filer/USAddress/State | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 92071 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 330950161 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | EAST COUNTY TAX PROFESSIONALS INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 9570 CUYAMACA STE 104 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | SANTEE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 92071 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6194499975 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-08-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LAUREN KING EA |
| ReturnHeader/ReturnTs | 0 | 2014-08-12T14:32:22-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $191,167
- Liabilities
- -
- Net assets
- $191,167
- Revenue
- $20,785
- Expenses
- $23,302
- Net income
- -$2,517