Civic Intelligence

Santee-Lakeside Rotary Club

EIN 33-0449463 • 501(c)3 • Santee, CA

Profile

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.

P O Box 711408Santee, CA 92072

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

42nd percentile

-7.8%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

53%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$214,267

Down $18,192 (-7.8%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$214,267

Down $18,192 (-7.8%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$20,417

Up $7,054 (+53%) from 2021

Expenses

Up

$9,212

Up $775 (+9.2%) from 2021

Net Income

Up

$11,205

Up $6,279 (+127%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$300K$200K$100K$0Assets 2012: $202,591Net Assets 2012: $202,5912012Assets 2013: $191,167Net Assets 2013: $191,1672013Assets 2014: $194,219Net Assets 2014: $194,2192014Assets 2015: $186,943Net Assets 2015: $186,9432015Assets 2016: $194,244Net Assets 2016: $194,2442016Assets 2017: $209,279Net Assets 2017: $209,2792017Assets 2018: $216,847Net Assets 2018: $216,8472018Assets 2019: $247,168Liabilities 2019: $8,429Net Assets 2019: $238,7392019Assets 2021: $232,459Net Assets 2021: $232,4592021Assets 2022: $214,267Net Assets 2022: $214,2672022

Highlighted filing

2022

Assets$214,267
Liabilities-
Net Assets$214,267
Open 2022 Filing

Operations Trend

Revenue Growth85th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $19,484Expenses 2012: $27,653Net Income 2012: -$8,1692012Revenue 2013: $20,785Expenses 2013: $23,302Net Income 2013: -$2,5172013Revenue 2014: $16,277Expenses 2014: $20,183Net Income 2014: -$3,9062014Revenue 2015: $22,548Expenses 2015: $27,438Net Income 2015: -$4,8902015Revenue 2016: $42,962Expenses 2016: $33,679Net Income 2016: $9,2832016Revenue 2017: $54,237Expenses 2017: $38,843Net Income 2017: $15,3942017Revenue 2018: $32,518Expenses 2018: $22,204Net Income 2018: $10,3142018Revenue 2019: $24,966Expenses 2019: $9,419Net Income 2019: $15,5472019Revenue 2021: $13,363Expenses 2021: $8,437Net Income 2021: $4,9262021Revenue 2022: $20,417Expenses 2022: $9,212Net Income 2022: $11,2052022

Highlighted filing

2022

Revenue$20,417
Expenses$9,212
Net Income$11,205
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$214,267
Liabilities
-
Net assets
$214,267
Revenue
$20,417
Expenses
$9,212
Net income
$11,205
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$2.14$2.14$0.20$0.09$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.32$2.32$0.13$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.08$2.39$0.25$0.09$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.17$2.17$0.33$0.22$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.09$2.09$0.54$0.39$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.94$1.94$0.43$0.34$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.87$1.87$0.23$0.27$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.94$1.94$0.16$0.20$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.91$1.91$0.21$0.23$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$2.03$0.19$0.28$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 25, 2023
Return Version
2022v5.0
Gross Receipts
$20,417
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.

Program Services

DescriptionGrantsExpenses
WITH ADVICE FROM COUNSELORS, HIGH SCHOOL STUDENTS ARE IDENTIFIED IN THEIR SOPHMORE 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 SCHOLARSHIP UPON GRADUATING FROM HIGH SCHOOL WITH THEIR CLASS.$2,000$1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL POMMERINGClub TreasurerPT$0--
KAREN FLECKPresidentPT$0--
ELANA LEVENS-CRAIGFoundation TresPT$0--
LOREE DRESHCER-WILKINSONSecretary-$0--
KAYLYN GONZALEZMembershipPT$0--
Filing and Contact Details

Filer

Filer Name
Santee-lakeside Rotary Club Foundation
EIN
33-0449463
Phone
6192498448
Address
P O BOX 711408, SANTEE, CA 92072

Signing Officer

Name
Karen Fleck
Title
President
Signed
2023-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Mineo & Associates Inc
Address
9530 Cuyamaca St Ste 103, Santee, CA 92071
Preparer
Anthony Mineo EA
Phone
6197496964
Supplemental Narrative

Additional Explanations

Other Revenue.1

“AMAZON SMILE $55”

Other Expenses.1002

“Office Expenses $807”

Other Expenses.1

“BANK FEES $85”

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
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 711408
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092072
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0232459
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0232459
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELANA LEVENS-CRAIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LOREE DRESHCER-WILKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAYLYN GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CLUB TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FOUNDATION TRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-29397
IRS990EZ/OtherExpensesTotalAmt0892
IRS990EZ/OtherRevenueTotalAmt055
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WITH ADVICE FROM COUNSELORS, HIGH SCHOOL STUDENTS ARE IDENTIFIED IN THEIR SOPHMORE 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 SCHOLARSHIP UPON GRADUATING FROM HIGH SCHOOL WITH THEIR CLASS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt09212
IRS990EZ/TotalProgramServiceExpensesAmt01
IRS990EZ/TotalRevenueAmt020417
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Prior Year Facts and Circumstances: USUALLY, 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. ALTHOUGH DUE THE PANDEMIC YEARS, THE ORGANIZATION IS OPERATING AT MINIMAL CAPACITY AND IS STILL CONSIDERED A PUBLICLY SUPPORTED ENTITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE 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. ACCOUNT VALUES FLUCTUATE TO HIGHER AMOUNTS THAN FUNDRAISER INCOME FOR THE YEAR, BUT THERE ARE NO OTHER SOURCES EXCEPT FROM WHAT COMES FROM PUBLIC SUPPORT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Other Income Explanation
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0105
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0267
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt027812
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0170000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt010
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt0120979
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.16460
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0105
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0267
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt027812
IRS990ScheduleA/TotalSupportAmt0168980
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMAZON SMILE $55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $807
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES $85
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN FLECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-25
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ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0330449463
ReturnHeader/Filer/PhoneNum06192498448
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ReturnHeader/Filer/USAddress/CityNm0SANTEE
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ReturnHeader/Filer/USAddress/ZIPCd092072
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843477782
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092071
ReturnHeader/PreparerPersonGrp/PhoneNum06197496964
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony Mineo EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-25T09:48:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FLECK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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