Civic Intelligence

San Clemente Rotary Foundation Inc.

990EZ • Fiscal year 2019 • EIN 74-3139227

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 20, 2019

Organization ProfileN/A
PO Box 4San Clemente, CA 92674

(626) 893-3917

Siviq Scores

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

Liabilities / Assets

85th percentile

0.26x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

1.38x

Higher debt load relative to revenue than 96% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

5th percentile

-86%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$268,950

Up $39,810 (+17%) from 2018

Net Assets

Down

$198,259

Down $28,206 (-12%) from 2018

Liabilities

Up

$70,691

Up $68,016 (+2543%) from 2018

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin5th percentile

Revenue

Down

$51,399

Down $6,181 (-11%) from 2018

Expenses

Up

$95,626

Up $48,979 (+105%) from 2018

Net Income

Down

-$44,227

Down $55,160 (-505%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$400K$300K$200K$100K$0Assets 2012: $237,576Liabilities 2012: $02012Assets 2013: $238,666Liabilities 2013: $02013Assets 2014: $246,359Liabilities 2014: $02014Assets 2015: $228,355Net Assets 2015: $228,3552015Assets 2016: $220,226Net Assets 2016: $220,2262016Assets 2017: $218,838Liabilities 2017: $3,369Net Assets 2017: $215,4692017Assets 2018: $229,140Liabilities 2018: $2,675Net Assets 2018: $226,4652018Assets 2019: $268,950Liabilities 2019: $70,691Net Assets 2019: $198,2592019Assets 2020: $229,333Liabilities 2020: $30,058Net Assets 2020: $199,2752020Assets 2021: $268,087Liabilities 2021: $7,385Net Assets 2021: $260,7022021Assets 2022: $307,336Liabilities 2022: $87Net Assets 2022: $307,2492022Assets 2023: $246,858Liabilities 2023: $7,422Net Assets 2023: $239,4362023Assets 2024: $222,351Liabilities 2024: $7,422Net Assets 2024: $214,9292024

Highlighted filing

2019

Assets$268,950
Liabilities$70,691
Net Assets$198,259
Open 2019 Filing

Operations Trend

Revenue Growth33rd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $24,538Expenses 2012: $28,911Net Income 2012: -$4,3732012Revenue 2013: $27,686Expenses 2013: $23,825Net Income 2013: $3,8612013Revenue 2014: $27,113Expenses 2014: $21,118Net Income 2014: $5,9952014Revenue 2015: $41,789Expenses 2015: $38,878Net Income 2015: $2,9112015Revenue 2016: $38,900Expenses 2016: $43,116Net Income 2016: -$4,2162016Revenue 2017: $48,762Expenses 2017: $52,791Net Income 2017: -$4,0292017Revenue 2018: $57,580Expenses 2018: $46,647Net Income 2018: $10,9332018Revenue 2019: $51,399Expenses 2019: $95,626Net Income 2019: -$44,2272019Revenue 2020: $56,783Expenses 2020: $66,274Net Income 2020: -$9,4912020Revenue 2021: $111,061Expenses 2021: $76,693Net Income 2021: $34,3682021Revenue 2022: $71,764Expenses 2022: $25,217Net Income 2022: $46,5472022Revenue 2023: $14,184Expenses 2023: $31,423Net Income 2023: -$17,2392023Revenue 2024: $17,545Expenses 2024: $46,845Net Income 2024: -$29,3002024

Highlighted filing

2019

Revenue$51,399
Expenses$95,626
Net Income-$44,227
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 20, 2019
Return Version
2018v3.1
Gross Receipts
$64,991
Mission and Program Overview

Mission

Provide financial assistance to community and international charitable and humanitarian programs

Program Services

DescriptionGrantsExpenses
GRANTS TO TWELVE CHARITIES$34,792$34,792
GRANTS FOR A DENTAL CLINIC, BLOOD TESTING CLINIC AND HEALTH FAIR IN GUATEMALA BENEFITTING OVER 200 CHILDREN$31,445$31,445
SCHOLARSHIPS AND ACADEMIC AWARDS TO ELEVEN RECIPIENTS$22,500$22,500
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL SALKINPresident-$0--
RICARDO NICOLESecretary-$0--
THOMAS MILLERTreasurer-$0--
WILLIAM EWINGVice President-$0--
THOMAS MCCRELESSDirector-$0--
PETER ROCKDirector-$0--
ROBERT HAYDENDirector-$0--
SCOT PROUDDirector-$0--
WILLIAM RAYDirector-$0--
DENNIS LINDEMANDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Swing Night$25,297$25,297$2,359$22,938
Total Events$25,297$25,297$8,729$16,568
Filing and Contact Details

Filer

Filer Name
San Clemente Rotary Foundation Inc
EIN
74-3139227
Phone
6268933917
Address
PO BOX 4, SAN CLEMENTE, CA 92674

Signing Officer

Name
Thomas Miller
Title
Treasurer
Signed
2019-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Steven D Mocalis
Address
302 Avenida de la Estrella, SAN CLEMENTE, CA 92672-3929
Preparer
Steven D Mocalis
Phone
9494855522
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: VARIOUS CHARITIES | Donee's Address: ORANGE COUNTY SAN CLEMENTE CA 92673 | Cash Amount Given: $66237”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: SCHOLARSHIPS | Donee's Address: ORANGE COUNTY SAN CLEMENTE CA 92673 | Cash Amount Given: $22500”

Other Expenses.1

“BANK CHARGES $640”

Other Expenses.2

“SURETY BOND $271”

Other Expenses.3

“CREDIT CARD FEES $150”

Other Expenses.4

“FILING FEES $35”

Other Assets.2

“DUE FROM SAN CLEMENTE ROTARY CLUB - Beginning $400 DUE FROM SAN CLEMENTE ROTARY CLUB - Ending $6805”

Other Assets.3

“DEPOSITS - Beginning $0 DEPOSITS - Ending $375”

Total Liabilities.1

“DUE TO SAN CLEMENTE ROTARY CLUB - Beginning $2675 DUE TO SAN CLEMENTE ROTARY CLUB - Ending $1501”

Total Liabilities.2

“DEFERRED REVENUE - Beginning $0 DEFERRED REVENUE - Ending $69190”

Raw XML Appendix225 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/ExplanationTxt0| Donee's Name: VARIOUS CHARITIES | Donee's Address: ORANGE COUNTY SAN CLEMENTE CA 92673 | Cash Amount Given: $66237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: SCHOLARSHIPS | Donee's Address: ORANGE COUNTY SAN CLEMENTE CA 92673 | Cash Amount Given: $22500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES $640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SURETY BOND $271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CREDIT CARD FEES $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FILING FEES $35
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DEFERRED REVENUE - Beginning $0 DEFERRED REVENUE - Ending $69190
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.2
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN CLEMENTE ROTARY FOUNDATION INC
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ReturnHeader/Filer/EIN0743139227
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272210124
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN CLEMENTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926723929
ReturnHeader/PreparerPersonGrp/PhoneNum09494855522
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven D Mocalis
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-20T14:48:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$268,950
Liabilities
$70,691
Net assets
$198,259
Revenue
$51,399
Expenses
$95,626
Net income
-$44,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.22$0.07$2.15$0.18$0.47$0.29
2023Detailed filing. Detailed filing data is available for this year.$2.47$0.07$2.39$0.14$0.31$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.72$0.25$0.47
2021Detailed filing. Detailed filing data is available for this year.$2.68$0.07$2.61$1.11$0.77$0.34
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.30$1.99$0.57$0.66$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.69$0.71$1.98$0.51$0.96$0.44
2018Detailed filing. Detailed filing data is available for this year.$2.29$0.03$2.26$0.58$0.47$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.19$0.03$2.15$0.49$0.53$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.20$2.20$0.39$0.43$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.28$2.28$0.42$0.39$0.03
2014Summary only. Only limited summary data is available for this year.$2.46$0.00$0.27$0.21$0.06
2013Summary only. Only limited summary data is available for this year.$2.39$0.00$0.28$0.24$0.04
2012Summary only. Only limited summary data is available for this year.$2.38$0.00$0.25$0.29$0.04