Civic Intelligence

Santa Cruz Rotary Community Fund

990 • Fiscal year 2018 • EIN 33-1125601

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 10, 2018

Organization ProfileWWW.SANTACRUZROTARY.ORG
PO Box 497Santa Cruz, CA 95061

(831) 345-5182

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

80th percentile

24%

Faster asset growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$514,165

Up $99,258 (+24%) from 2017

Net Assets

Up

$514,165

Up $99,258 (+24%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin93rd percentile

Revenue

Up

$177,577

Up $63,401 (+56%) from 2017

Expenses

Up

$78,902

Up $4,470 (+6.0%) from 2017

Net Income

Up

$98,675

Up $58,931 (+148%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$1.0M$500K$0Assets 2012: $197,514Net Assets 2012: $197,5142012Assets 2013: $229,778Liabilities 2013: $14,509Net Assets 2013: $215,2692013Assets 2014: $285,007Liabilities 2014: $14,509Net Assets 2014: $270,4982014Assets 2015: $319,397Liabilities 2015: $14,509Net Assets 2015: $304,8882015Assets 2017: $414,907Liabilities 2017: $0Net Assets 2017: $414,9072017Assets 2018: $514,165Liabilities 2018: $0Net Assets 2018: $514,1652018Assets 2019: $557,303Liabilities 2019: $0Net Assets 2019: $557,3032019Assets 2020: $596,905Liabilities 2020: $0Net Assets 2020: $596,9052020Assets 2021: $710,918Liabilities 2021: $0Net Assets 2021: $710,9182021Assets 2022: $594,109Liabilities 2022: $0Net Assets 2022: $594,1092022Assets 2023: $658,827Liabilities 2023: $0Net Assets 2023: $658,8272023Assets 2024: $733,907Liabilities 2024: $310Net Assets 2024: $733,5972024Assets 2025: $847,950Liabilities 2025: $5,000Net Assets 2025: $842,9502025

Highlighted filing

2018

Assets$514,165
Liabilities$0
Net Assets$514,165
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $60,006Expenses 2012: $21,485Net Income 2012: $38,5212012Revenue 2013: $75,106Expenses 2013: $76,342Net Income 2013: -$1,2362013Revenue 2014: $59,662Expenses 2014: $19,860Net Income 2014: $39,8022014Revenue 2015: $97,792Expenses 2015: $46,547Net Income 2015: $51,2452015Revenue 2017: $114,176Expenses 2017: $74,432Net Income 2017: $39,7442017Revenue 2018: $177,577Expenses 2018: $78,902Net Income 2018: $98,6752018Revenue 2019: $99,193Expenses 2019: $57,628Net Income 2019: $41,5652019Revenue 2020: $62,514Expenses 2020: $25,172Net Income 2020: $37,3422020Revenue 2021: $53,873Expenses 2021: $26,852Net Income 2021: $27,0212021Revenue 2022: $77,193Expenses 2022: $67,942Net Income 2022: $9,2512022Revenue 2023: $116,137Expenses 2023: $63,434Net Income 2023: $52,7032023Revenue 2024: $114,535Expenses 2024: $109,966Net Income 2024: $4,5692024Revenue 2025: $164,019Expenses 2025: $72,185Net Income 2025: $91,8342025

Highlighted filing

2018

Revenue$177,577
Expenses$78,902
Net Income$98,675
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 10, 2018
Return Version
2017v2.3
Gross Receipts
$307,788
Mission and Program Overview

Mission

To benefit charitable, educational and scientific programs in the area of santa cruz, california specifically including, but not limited to education scholarships, community events, parks and recreation, programs for youth and senior citizens, mentally and physically disadvantaged and other health and humanitarian needs.

To assist charitable, educational and scientific programs in the santa cruz area and internationally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$367,570$491,444▲ $123,874
Cash and Non-Interest-Bearing Accounts$42,325$20,923▼ $21,402
Savings and Temporary Cash Investments$5,012$1,798▼ $3,214
Total Assets$414,907$514,165▲ $99,258
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$414,907$514,165▲ $99,258
Total Net Assets Fund Balance$414,907$514,165▲ $99,258
Total Liabilities and Net Assets / Fund Balance$414,907$514,165▲ $99,258
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Sid SlatterPresident
Aleene AlthouseDirector
Annie AscheDirector
Bob BossoDirector
Colleen HarrisonDirector
Fred GawlickDirector
Janet GluchDirector
Jeanette PagliaroDirector
Michael AllardDirector
Tom ParkerDirector
Wes WalkerDirector
Ian MackenzieSecretary / Treasurer / Di
Revenue and Support

Revenue Composition

Contributions and Grants
$12,150
Program Service Revenue
$0
Investment Income
$25,264
Other Revenue
$140,163
All Other Contributions
$12,150
Change in Net Assets
$98,675
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$71,018
Other Expenses$7,884
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$70,418--$70,418
Fees for Service Investment Mgmnt Fees-$5,124-$5,124
Fees for Services Accounting-$760-$760
Foreign Grants$600--$600
Other Expenses-$550-$550
Total Functional Expenses$71,018$7,884$0$78,902
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Court Appointed Special Advocates of Santa Cruz CountyWatsonville, CA501(c)(3)To Empower Volunteers to Directly Influence Life-changing Decisions Affecting Children in Foster Care.$31,810
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$170,148
Fundraising Direct Expenses$29,985
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Event$170,148$170,148$8,601$161,547
Total Events$170,148$170,148$29,985$140,163
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Copies of the tax return are provided at the board meeting prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The board annually reviews the policy for updates.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Santa Cruz Rotary Foundation
EIN
33-1125601
Phone
8313455182
Address
PO BOX 497, SANTA CRUZ, CA 95061

Signing Officer

Name
Ian Mackenzie
Title
Secretary / Treasurer
Phone
8313455182
Signed
2018-09-10
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Seghetti Waxler Castillo & Gonzalez
Address
2425 PORTER STREET 12, SOQUEL, CA 95073
Preparer
Cristian Gonzalez
Phone
8314257676
Raw XML AppendixShowing 400 of 449 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ANNUAL FUNDRAISING EVENT - 2013 AMOUNT: $ 39,518. 2014 AMOUNT: $ 52,872. 2015 AMOUNT: $ 74,413. 2016 AMOUNT: $ 100,654. 2017 AMOUNT: $ 170,148.
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0100654
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt074413
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt052872
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt039518
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0437605
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.20120
IRS990ScheduleA/PublicSupportPY170Pct00.36210
IRS990ScheduleA/PublicSupportTotal170Amt0122394
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt014140
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt052452
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt027546
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016106
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0122394
IRS990ScheduleA/TotalSupportAmt0608416
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029985
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02650
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02650
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0170148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0170148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0170148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0170148
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0140163
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08601
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08601
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt018734
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt018734
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt031810
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO EMPOWER VOLUNTEERS TO DIRECTLY INFLUENCE LIFE-CHANGING DECISIONS AFFECTING CHILDREN IN FOSTER CARE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COURT APPOINTED SPECIAL ADVOCATES OF SANTA CRUZ COUNTY
IRS990ScheduleI/RecipientTable/RecipientEIN0770305354
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0813 FREEDOM BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WATSONVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095076
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD MEETS MONTHLY TO REVIEW PREVIOUSLY ISSUED GRANTS AND TO DISCUSS POTENTIAL GRANTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPIES OF THE TAX RETURN ARE PROVIDED AT THE BOARD MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD ANNUALLY REVIEWS THE POLICY FOR UPDATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY CLUB OF SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SANTA CRUZ ROTARY ENDOWMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941393956
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1331125601
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO AID THE NEEDY AND DISTRESSED
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1AWARDING SCHOLARSHIPS TO COLLEGE AND VOCATIONAL STUDENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12C, III-FI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 497
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 497
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095061
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd195061
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt07000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV (CASH)
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF SANTA CRUZ
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0414907
IRS990/TotalAssetsEOYAmt0514165
IRS990/TotalAssetsGrp/BOYAmt0414907
IRS990/TotalAssetsGrp/EOYAmt0514165
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt012150
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07884
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt071018
IRS990/TotalFunctionalExpensesGrp/TotalAmt078902
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0414907
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0514165
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt071018
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0165427
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0177577
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0414907
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0514165
IRS990/TotReportableCompRltdOrgAmt00

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$514,165
Liabilities
$0
Net assets
$514,165
Revenue
$177,577
Expenses
$78,902
Net income
$98,675
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.48$0.05$8.43$1.64$0.72$0.92
2024Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$1.15$1.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$1.16$0.63$0.53
2022Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.77$0.68$0.09
2021Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.54$0.27$0.27
2020Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.63$0.25$0.37
2019Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.99$0.58$0.42
2018Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$1.78$0.79$0.99
2017Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$1.14$0.74$0.40
2015Detailed filing. Detailed filing data is available for this year.$3.19$0.15$3.05$0.98$0.47$0.51
2014Detailed filing. Detailed filing data is available for this year.$2.85$0.15$2.70$0.60$0.20$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.15$2.15$0.75$0.76$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$1.98$0.60$0.21$0.39