Civic Intelligence

Santa Cruz Trolley Consortium

EIN 45-2411525 • 501(c)4 • Santa Cruz, CA

Profile

To provide transportation services to support and encourage tourism and develop public and private resources serving Santa Cruz County.

337 Locust StreetSanta Cruz, CA 95060

www.santacruztrolley.com

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-70%

Faster revenue growth than 11% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $24,869 (-100%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $24,869 (-100%) from 2018

Operations
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Down

$5,142

Down $12,056 (-70%) from 2018

Expenses

Down

$2,532

Down $30,189 (-92%) from 2018

Net Income

Up

$2,610

Up $18,133 (+117%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$60K$40K$20K$0Assets 2013: $43,048Liabilities 2013: $0Net Assets 2013: $43,0482013Assets 2014: $47,516Liabilities 2014: $0Net Assets 2014: $47,5162014Assets 2015: $25,520Liabilities 2015: $0Net Assets 2015: $25,5202015Assets 2016: $25,138Liabilities 2016: $0Net Assets 2016: $25,1382016Assets 2017: $40,392Liabilities 2017: $0Net Assets 2017: $40,3922017Assets 2018: $24,869Liabilities 2018: $0Net Assets 2018: $24,8692018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities-
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth11th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $122,686Expenses 2013: $100,286Net Income 2013: $22,4002013Revenue 2014: $128,664Expenses 2014: $124,196Net Income 2014: $4,4682014Revenue 2015: $136,924Expenses 2015: $158,920Net Income 2015: -$21,9962015Revenue 2016: $125,460Expenses 2016: $125,842Net Income 2016: -$3822016Revenue 2017: $69,153Expenses 2017: $53,899Net Income 2017: $15,2542017Revenue 2018: $17,198Expenses 2018: $32,721Net Income 2018: -$15,5232018Revenue 2019: $5,142Expenses 2019: $2,532Net Income 2019: $2,6102019

Highlighted filing

2019

Revenue$5,142
Expenses$2,532
Net Income$2,610
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$5,142
Expenses
$2,532
Net income
$2,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.05$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.17$0.33$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.69$0.54$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$1.25$1.26$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.37$1.59$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.29$1.24$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.23$1.00$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 30, 2020
Return Version
2019v5.0
Gross Receipts
$5,142
Mission and Program Overview

Mission

To provide transportation services to support and encourage tourism and develop public and private resources serving Santa Cruz County.

Program Services

DescriptionGrantsExpenses
The consortium provides transportation services to support and encourage tourism and develop public and private resources serving visitors in Santa Cruz County$2,533-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA ROTELLATreasurer & SecPT$0--
DREW GLOVERDirector-$0--
CHIPChairman-$0--
Filing and Contact Details

Filer

Filer Name
Santa Cruz Trolley Consortium
EIN
45-2411525
Phone
8314205150
Address
337 LOCUST STREET, SANTA CRUZ, CA 95060

Signing Officer

Name
Amanda Rotella
Title
Treasurer
Signed
2020-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Chiorini Hunt & Jacobs
Address
901 Center Street, Santa Cruz, CA 95060
Preparer
Vanessa Platt CPA
Phone
8314233883
Supplemental Narrative

Additional Explanations

Other Revenue.1

“REFUNDS $3457”

Other Expenses.1

“Repairs and maintenance $842”

Other Expenses.2

“TAXES $90”

Other Expenses.3

“COMPUTER & INTERNET $60”

Raw XML Appendix125 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ECONOMIC DEVELOPMENT
IRS990EZ/BooksInCareOfDetail/PhoneNum08314205150
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0337 LOCUST STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA CRUZ
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095060
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024869
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02610
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01540
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024869
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt05142
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024869
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024869
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMANDA ROTELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DREW GLOVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer & Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-27479
IRS990EZ/OtherExpensesTotalAmt0992
IRS990EZ/OtherRevenueTotalAmt03457
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide transportation services to support and encourage tourism and develop public and private resources serving Santa Cruz County.
IRS990EZ/ProgramServiceRevenueAmt01685
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The consortium provides transportation services to support and encourage tourism and develop public and private resources serving visitors in Santa Cruz County
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02533
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02532
IRS990EZ/TotalProgramServiceExpensesAmt02533
IRS990EZ/TotalRevenueAmt05142
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.santacruztrolley.com
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH DISTRIBUTED TO OTHER ENTITY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02020-08-03
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt027654
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0333 FRONT STREET SUITE 200
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0SANTA CRUZ
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd095060
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REFUNDS $3457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REPAIRS AND MAINTENANCE $842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAXES $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPUTER & INTERNET $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA ROTELLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA CRUZ TROLLEY CONSORTIUM
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO ECONOMIC DEVELOPMENT
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0452411525
ReturnHeader/Filer/PhoneNum08314205150
ReturnHeader/Filer/USAddress/AddressLine1Txt0337 LOCUST STREET
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941749658
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chiorini Hunt & Jacobs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 Center Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Cruz
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095060
ReturnHeader/PreparerPersonGrp/PhoneNum08314233883
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vanessa Platt CPA
ReturnHeader/ReturnTs02020-09-30T14:25:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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