Civic Intelligence

Santee-Lakeside Rotary Club Foundation

990EZ • Fiscal year 2016 • EIN 33-0449463

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization ProfileN/A
P O Box 711464Santee, CA 92071

(619) 277-0217

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

78th percentile

22%

Higher net margin than 78% 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

54th percentile

3.9%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

91%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$194,244

Up $7,301 (+3.9%) from 2015

Net Assets

Up

$194,244

Up $7,301 (+3.9%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$42,962

Up $20,414 (+91%) from 2015

Expenses

Up

$33,679

Up $6,241 (+23%) from 2015

Net Income

Up

$9,283

Up $14,173 (+290%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$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

2016

Assets$194,244
Liabilities-
Net Assets$194,244
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

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

2016

Revenue$42,962
Expenses$33,679
Net Income$9,283
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$78,384
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

DescriptionGrantsExpenses
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.$27,133$27,133
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG WILSONTreasurer-$0--
LORI BIRDSecretary-$0--
ALLEN CARLISLEPres Elect-$0--
BILL POMMERINGPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concert by the$66,408$66,408$28,707$37,701
Total Events$66,408$66,408$28,707$37,701
Filing and Contact Details

Filer

Filer Name
Santee-lakeside Rotary Club
EIN
33-0449463
Phone
6192770217
Address
P O BOX 711464, SANTEE, CA 92071

Signing Officer

Name
Doug Wilson
Title
Treasurer
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
East County Tax Professionals Inc
Address
9570 CUYAMACA STE 104, SANTEE, CA 92071
Preparer
Lauren King Ea
Phone
6194499975
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“6,369 0 0 15,764 0 0”

Form 990-ez, Part I, Line 16

“Expenses supplies 63 total 63”

Form 990-ez, Part I, Line 20

“Change in asset values -1,982”

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 Appendix164 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/PhoneNum06192770217
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 711464
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092071
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0186943
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0194244
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0625
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt0664
IRS990EZ/GrantsAndSimilarAmountsPaidAmt027133
IRS990EZ/GrossReceiptsAmt078384
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03972
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0186943
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0194244
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0186943
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUG WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORI BIRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLEN CARLISLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BILL POMMERING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRES ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1982
IRS990EZ/OtherExpensesTotalAmt063
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST AT RISK STUDENTS WITH TUITION, BOOKS AND TUTORING
IRS990EZ/PrintingPublicationsPostageAmt0133
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WITH 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/GrantsAndAllocationsAmt027133
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027133
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt07379
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028707
IRS990EZ/SpecialEventsNetIncomeLossAmt037701
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033679
IRS990EZ/TotalProgramServiceExpensesAmt027133
IRS990EZ/TotalRevenueAmt042962
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SEE EXPLANATION 182,877
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE MAJORITY OF THE CURRENT YEAR INCOME IS DERIVED FROM SUPPORT FROM THE PUBLIC, THEY HAVE KEPT INVESTMENT ACCOUNTS SO THAT THERE IS AMONEY FOR SCHOLARSHIPS EACH YEAR. SOMETIME THE ACCOUNT VALUES ARE HIGHER THAN THE FUNDRAISER INCOME FOR THE YEAR BUT NO OTHER SOURCES EXCEPT WHAT COMES FROM PUBLIC SUPPORT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05881
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010126
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03972
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03736
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04624
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06784
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt023279
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt070380
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt066408
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt032242
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt037851
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt026751
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt019625
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0182877
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.04680
IRS990ScheduleA/PublicSupportPY170Pct00.07720
IRS990ScheduleA/PublicSupportTotal170Amt010126
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05881
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01695
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010126
IRS990ScheduleA/TotalSupportAmt0216282
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028707
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CONCERT BY THE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt066408
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066408
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt066408
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066408
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037701
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028707
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt028707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06,369 0 0 15,764 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SUPPLIES 63 TOTAL 63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN ASSET VALUES -1,982
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WITH 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTEE-LAKESIDE ROTARY CLUB
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0330449463
ReturnHeader/Filer/PhoneNum06192770217
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 711464
ReturnHeader/Filer/USAddress/CityNm0SANTEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092071
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00EB2A3C298135B6EA0DA820C50ED45DD1E06C335
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00EB2A3C298135B6EA0DA820C50ED45DD1E06C335
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330950161
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EAST COUNTY TAX PROFESSIONALS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09570 CUYAMACA STE 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092071
ReturnHeader/PreparerPersonGrp/PhoneNum06194499975
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN KING EA
ReturnHeader/ReturnTs02017-05-04T14:00:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
$194,244
Liabilities
-
Net assets
$194,244
Revenue
$42,962
Expenses
$33,679
Net income
$9,283
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