Civic Intelligence

Vacaville Rotary Foundation

990EZ • Fiscal year 2015 • EIN 68-0394120

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 20, 2015

c/o 190 S Orchard AvenueVacaville, CA 95688

(707) 455-8010

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

39th percentile

-3.2%

Faster asset growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-74%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$332,130

Down $10,925 (-3.2%) from 2014

Net Assets

$332,130

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$36,794

Down $106,678 (-74%) from 2014

Expenses

Up

$31,931

Up $16,333 (+105%) from 2014

Net Income

Down

$4,863

Down $123,011 (-96%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $193,796Liabilities 2012: $16,0002012Assets 2013: $206,899Liabilities 2013: $12,2502013Assets 2014: $343,055Liabilities 2014: $1,5002014Assets 2015: $332,130Net Assets 2015: $332,1302015Assets 2016: $315,142Net Assets 2016: $315,1422016Assets 2017: $359,779Liabilities 2017: $2,500Net Assets 2017: $357,2792017Assets 2018: $366,058Net Assets 2018: $366,0582018Assets 2019: $395,749Liabilities 2019: $1,500Net Assets 2019: $394,2492019Assets 2020: $351,535Net Assets 2020: $351,5352020Assets 2021: $410,481Net Assets 2021: $410,4812021Assets 2022: $392,463Net Assets 2022: $392,4632022Assets 2023: $404,753Net Assets 2023: $404,7532023Assets 2024: $418,719Net Assets 2024: $418,7192024

Highlighted filing

2015

Assets$332,130
Liabilities-
Net Assets$332,130

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $9,692Expenses 2012: $10,478Net Income 2012: -$7862012Revenue 2013: $27,328Expenses 2013: $9,370Net Income 2013: $17,9582013Revenue 2014: $143,472Expenses 2014: $15,598Net Income 2014: $127,8742014Revenue 2015: $36,794Expenses 2015: $31,931Net Income 2015: $4,8632015Revenue 2016: $50,924Expenses 2016: $36,948Net Income 2016: $13,9762016Revenue 2017: $39,460Expenses 2017: $24,975Net Income 2017: $14,4852017Revenue 2018: $55,860Expenses 2018: $41,691Net Income 2018: $14,1692018Revenue 2019: $58,935Expenses 2019: $28,895Net Income 2019: $30,0402019Revenue 2020: $51,376Expenses 2020: $55,997Net Income 2020: -$4,6212020Revenue 2021: $57,386Expenses 2021: $69,673Net Income 2021: -$12,2872021Revenue 2022: $63,211Expenses 2022: $41,417Net Income 2022: $21,7942022Revenue 2023: $50,991Expenses 2023: $38,701Net Income 2023: $12,2902023Revenue 2024: $57,914Expenses 2024: $53,676Net Income 2024: $4,2382024

Highlighted filing

2015

Revenue$36,794
Expenses$31,931
Net Income$4,863
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 20, 2015
Return Version
2014v5.0
Gross Receipts
$36,794
Mission and Program Overview

Mission

Providing Scholarships & Other Educational Support

Program Services

DescriptionGrantsExpenses
Merit Scholarships - The program awards additional scholarships based upon merit.-$26,500
The program awards scholarships to the Valedictorians of the two local high schools.-$2,250
Mentoring Scholarship Program-students with little family support and encouragement are chosen when they are sophomores. If the student graduates and starts college they receive the scholarships. To assist them in high school we occasionally pay for tutoring and school supplies. Additionally we provide merit scholarships to selected graduating seniors from the local high schools.$1,478$1,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas ThurmondTrustee-$0--
James HaskellTrustee-$0--
PJ GoodsonTrustee-$0--
Shawn PaschalTrustee-$0--
Carol LandryTrustee-$0--
Robert SesarTrustee-$0--
Brian ConnerChairman-$0--
Filing and Contact Details

Filer

Filer Name
Vacaville Rotary Endowment
EIN
68-0394120
Phone
7074558010
Address
c/o 190 S Orchard Avenue, Vacaville, CA 95688

Signing Officer

Name
Brian Conner
Title
Chairman
Signed
2015-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Suihkonen CPAs & Consultants
Address
190 South Orchard B123, Vacaville, CA 95688
Preparer
Andrew T Suihkonen
Phone
7074558010
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - Part IIIStatement of Program Service AccomplishmentsThe Vacaville Rotary Endowment was organized in 1997. The purpose of the endowment is to provide support to certain students, who (without additional support) may not graduate from high school. The students are selected when they are sophomores. They agree to continue in school and if they graduate from high school the endowment will provide them with two one-year $1,500 scholarships at the local community college or a similar institution/trade school. For students wishing to continue with their education we can extend the scholarships by two additional years. We occasionally assist the high school students by paying for bus passes, exam entrance fees, school supplies, etc.Secondary programs provide scholarships to the valedictorians of two local high schools and other merit based scholarships to other exceptional students. All recipients of these scholarships attend school in Vacaville, California.

Grants and Similar Amounts Paid In Excess of $5,000.17

Class of Activity: Youth-Scholarships | Donee's Name: Graduating Seniors | Donee's Address: Vaca High/Will C Wood High Vacaville, CA 95688 | Relationship of Donee: None | Cash Amount Given: $30250

Other Expenses.1

Other Student Expenses $1478

Other Expenses.2

Foreign Tax Expense $83

Other Expenses.3

Investment & Bank Fees $72

Other Expenses.4

Filing Fees $50

Other Expenses.7

Dollar Rounding $-2

Total Liabilities.1

Scholarships Payable - Beginning $1000 Scholarships Payable - Ending $0

Total Liabilities.2

Scholarship Temp Returned - Beginning $500 Scholarship Temp Returned - Ending $0

Changes to Organizing or Governing Documents

The By-Laws were modified replacing the objective of "exclusively for educational purposes within the four Vacaville High Schools" to a wider objective of "for benevolent and charitable purposes and to encourage, promote, and extend the Object of Rotary International".

Raw XML Appendix176 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - Part IIIStatement of Program Service AccomplishmentsThe Vacaville Rotary Endowment was organized in 1997. The purpose of the endowment is to provide support to certain students, who (without additional support) may not graduate from high school. The students are selected when they are sophomores. They agree to continue in school and if they graduate from high school the endowment will provide them with two one-year $1,500 scholarships at the local community college or a similar institution/trade school. For students wishing to continue with their education we can extend the scholarships by two additional years. We occasionally assist the high school students by paying for bus passes, exam entrance fees, school supplies, etc.Secondary programs provide scholarships to the valedictorians of two local high schools and other merit based scholarships to other exceptional students. All recipients of these scholarships attend school in Vacaville, California.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Youth-Scholarships | Donee's Name: Graduating Seniors | Donee's Address: Vaca High/Will C Wood High Vacaville, CA 95688 | Relationship of Donee: None | Cash Amount Given: $30250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other Student Expenses $1478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Foreign Tax Expense $83
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Investment & Bank Fees $72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Filing Fees $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Dollar Rounding $-2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Scholarships Payable - Beginning $1000 Scholarships Payable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Scholarship Temp Returned - Beginning $500 Scholarship Temp Returned - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9The By-Laws were modified replacing the objective of "exclusively for educational purposes within the four Vacaville High Schools" to a wider objective of "for benevolent and charitable purposes and to encourage, promote, and extend the Object of Rotary International".
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Changes to Organizing or Governing Documents
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/Filer/EIN0680394120
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ReturnHeader/ReturnTs02015-10-20T08:57:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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