Civic Intelligence

San Marcos Rotary Club Foundation

990EZ • Fiscal year 2014 • EIN 33-0457941

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 16, 2014

PO Box 14692079

(760) 466-2000

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.02x

Higher debt load relative to revenue than 66% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$19,632

Up $4,584 (+30%) from 2013

Net Assets

Up

$19,189

Up $4,141 (+28%) from 2013

Liabilities

Up

$443

Up $443 from 2013

Revenue

Up

$27,990

Up $2,860 (+11%) from 2013

Expenses

Down

$23,849

Down $2,313 (-8.8%) from 2013

Net Income

Up

$4,141

Up $5,173 (+501%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $16,230Liabilities 2012: $150Net Assets 2012: $16,0802012Assets 2013: $15,048Liabilities 2013: $0Net Assets 2013: $15,0482013Assets 2014: $19,632Liabilities 2014: $443Net Assets 2014: $19,1892014Assets 2015: $22,710Liabilities 2015: $0Net Assets 2015: $22,7102015Assets 2016: $28,415Net Assets 2016: $28,4152016Assets 2017: $27,938Net Assets 2017: $27,9382017Assets 2018: $34,335Net Assets 2018: $34,3352018Assets 2019: $28,683Net Assets 2019: $28,6832019Assets 2020: $39,072Net Assets 2020: $39,0722020Assets 2021: $40,023Net Assets 2021: $40,0232021Assets 2022: $29,965Net Assets 2022: $29,9652022Assets 2023: $45,970Net Assets 2023: $45,9702023Assets 2024: $47,485Net Assets 2024: $47,4852024Assets 2025: $46,131Net Assets 2025: $46,1312025

Highlighted filing

2014

Assets$19,632
Liabilities$443
Net Assets$19,189

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2012: $29,4042012Revenue 2013: $25,130Expenses 2013: $26,162Net Income 2013: -$1,0322013Revenue 2014: $27,990Expenses 2014: $23,849Net Income 2014: $4,1412014Revenue 2015: $23,911Expenses 2015: $20,390Net Income 2015: $3,5212015Revenue 2016: $28,685Expenses 2016: $22,483Net Income 2016: $6,2022016Revenue 2017: $27,448Expenses 2017: $27,925Net Income 2017: -$4772017Revenue 2018: $52,604Expenses 2018: $46,207Net Income 2018: $6,3972018Revenue 2019: $30,346Expenses 2019: $35,998Net Income 2019: -$5,6522019Revenue 2020: $36,988Expenses 2020: $26,599Net Income 2020: $10,3892020Revenue 2021: $41,608Expenses 2021: $40,657Net Income 2021: $9512021Revenue 2022: $18,666Expenses 2022: $28,724Net Income 2022: -$10,0582022Revenue 2023: $56,409Expenses 2023: $40,404Net Income 2023: $16,0052023Revenue 2024: $53,850Expenses 2024: $52,335Net Income 2024: $1,5152024Revenue 2025: $34,613Expenses 2025: $35,967Net Income 2025: -$1,3542025

Highlighted filing

2014

Revenue$27,990
Expenses$23,849
Net Income$4,141
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 16, 2014
Return Version
2013v3.0
Gross Receipts
$39,998
Mission and Program Overview

Mission

The san marcos rotary club foundation members are volunteers who work locally, regionally, and internationally to combat hunger, improve health and sanitation, provide education and job training, promote peace and justice, and participation in the eradication of polio under the motto - service above self.

Program Services

DescriptionGrantsExpenses
YOUTH SERVICES: COLLEGE SCHOLARSHIP FOR 13 STUDENTS, FUNDS TO THE BOYS & GIRLS CLUB OF SAN MARCOS, ROTARY YOUTH TRAINING PROGRAMS, AND BOOKS ELEMENTARY SCHOOL$0$16,064
COMMUNITY SERVICE: ADOPT A FAMILY FOR CHRISTMAS HOLIDAY, COMMUNITY FIREWORKS FUNDING, AND FUNDS FOR RELIEF FROM FIRE DAMAGE.$0$2,652
INTERNATIONAL SERVICE: PARTICIPATE IN THE ROTARY INTERNATIONAL LITERACY PROJECT IN HAITI, PRESENT A PEACE AWARD.$0$2,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN BAGLEYPresidentPT$0--
DAVID ENGBLOMTreasurerPT$0--
STEPHANIE JUNGERSENSecretaryPT$0--
RICH TALMOPast-President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$28,944$28,944$7,475$21,469
Total Events$28,944$28,944$11,524$17,420
Filing and Contact Details

Filer

EIN
33-0457941
Phone
7604662000

Signing Officer

Name
David Engblom
Title
Treasurer
Phone
7606804200
Signed
2014-10-16
Discuss with paid preparer
Yes

Preparer

Preparer
Scott Peck
Phone
7604662000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: us tax refund. Amount: 1,685. Description: interest. Amount: 7. Total to form 990-ez, line 8: 1,692.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: youth. Grantee name: various. Grantee relationship: none. Date of gift: various. Amount given: 16,064.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community. Grantee name: various. Grantee relationship: none. Date of gift: various. Amount given: 2,652.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: international. Grantee name: various. Grantee relationship: none. Date of gift: various. Amount given: 2,500. Total included on form 990-ez, line 10: 21,216.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: us federal tax. Amount: 1,685. Description: ftb and charitable trust fees. Amount: 35. Description: credit card fees. Amount: 43. Total to form 990-ez, line 16: 1,763.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payable san marcos rotary club. Beg. Of year amount: 0. End of year amount: 443.

Raw XML Appendix206 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID ENGBLOM
IRS990EZ/BooksInCareOfDetail/PhoneNum07606804200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101642 W SAN MARCOS BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/City0SAN MARCOS
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015048
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019632
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt032446
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021216
IRS990EZ/GrossReceiptsAmt039998
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015048
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019189
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015048
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019189
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN BAGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID ENGBLOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE JUNGERSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICH TALMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST-PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01763
IRS990EZ/OtherRevenueTotalAmt01692
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE SAN MARCOS ROTARY CLUB FOUNDATION MEMBERS ARE VOLUNTEERS WHO WORK LOCALLY, REGIONALLY, AND INTERNATIONALLY TO COMBAT HUNGER, IMPROVE HEALTH AND SANITATION, PROVIDE EDUCATION AND JOB TRAINING, PROMOTE PEACE AND JUSTICE, AND PARTICIPATION IN THE ERADICATION OF POLIO UNDER THE MOTTO - SERVICE ABOVE SELF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0YOUTH SERVICES: COLLEGE SCHOLARSHIP FOR 13 STUDENTS, FUNDS TO THE BOYS & GIRLS CLUB OF SAN MARCOS, ROTARY YOUTH TRAINING PROGRAMS, AND BOOKS ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY SERVICE: ADOPT A FAMILY FOR CHRISTMAS HOLIDAY, COMMUNITY FIREWORKS FUNDING, AND FUNDS FOR RELIEF FROM FIRE DAMAGE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2INTERNATIONAL SERVICE: PARTICIPATE IN THE ROTARY INTERNATIONAL LITERACY PROJECT IN HAITI, PRESENT A PEACE AWARD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016064
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12652
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22500
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt012008
IRS990EZ/SpecialEventsNetIncomeLossAmt020438
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0443
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt023849
IRS990EZ/TotalProgramServiceExpensesAmt021216
IRS990EZ/TotalRevenueAmt027990
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARYCLUBSANMARCOS.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08033
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07521
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035009
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt035925
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt034601
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt028221
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0176292
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0211301
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043958
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039776
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036641
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052620
IRS990ScheduleA/Total509Grp/TotalAmt0211301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt038313
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt039776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt036641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052620
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0211308
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0GOLF TOURNAMENT
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt028944
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt028944
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine10SAN MARCOS ROTARY GOLF TOURNAMENT
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine10PO BOX 146
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/City0SAN MARCOS
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/State0CA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCode092079
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028944
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028944
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028944
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028944
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017420
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07475
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07475
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04049
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04049
IRS990ScheduleG/TotalGrossReceiptsAmt028944
IRS990ScheduleG/TotalNetToOrganizationAmt028944
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: US TAX REFUND. AMOUNT: 1,685. DESCRIPTION: INTEREST. AMOUNT: 7. TOTAL TO FORM 990-EZ, LINE 8: 1,692.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: YOUTH. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 16,064.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: COMMUNITY. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 2,652.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: INTERNATIONAL. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 2,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 21,216.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: US FEDERAL TAX. AMOUNT: 1,685. DESCRIPTION: FTB AND CHARITABLE TRUST FEES. AMOUNT: 35. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 43. TOTAL TO FORM 990-EZ, LINE 16: 1,763.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: PAYABLE SAN MARCOS ROTARY CLUB. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 443.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID ENGBLOM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07606804200
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10SAN MARCOS ROTARY CLUB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANM
ReturnHeader/Filer/EIN0330457941
ReturnHeader/Filer/PhoneNum07604662000
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 146
ReturnHeader/Filer/USAddress/City0SAN MARCOS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092079
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271105817
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SCOTT PECK CPA & ASSOCIATES APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10300 W GRAND AVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ESCONDIDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092025
ReturnHeader/PreparerPersonGrp/PhoneNum07604662000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT PECK
ReturnHeader/ReturnTs02014-10-15T13:11:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$46.1$46.1$34.6$36.0$1.35
2024Detailed filing. Detailed filing data is available for this year.$47.5$47.5$53.9$52.3$1.52
2023Detailed filing. Detailed filing data is available for this year.$46.0$46.0$56.4$40.4$16.0
2022Detailed filing. Detailed filing data is available for this year.$30.0$30.0$18.7$28.7$10.1
2021Detailed filing. Detailed filing data is available for this year.$40.0$40.0$41.6$40.7$0.95
2020Detailed filing. Detailed filing data is available for this year.$39.1$39.1$37.0$26.6$10.4
2019Detailed filing. Detailed filing data is available for this year.$28.7$28.7$30.3$36.0$5.65
2018Detailed filing. Detailed filing data is available for this year.$34.3$34.3$52.6$46.2$6.40
2017Detailed filing. Detailed filing data is available for this year.$27.9$27.9$27.4$27.9$0.48
2016Detailed filing. Detailed filing data is available for this year.$28.4$28.4$28.7$22.5$6.20
2015Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$23.9$20.4$3.52
2014Detailed filing. Detailed filing data is available for this year.$19.6$0.44$19.2$28.0$23.8$4.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$0.00$15.0$25.1$26.2$1.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$0.15$16.1$29.4