Civic Intelligence

Capitola-Aptos Rotary Foundation

990 • Fiscal year 2014 • EIN 75-2986431

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 22, 2015

Organization ProfileN/A
P O Box 59195010

(831) 724-2441

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

5th percentile

-54%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

56th percentile

4.3%

Faster asset growth than 56% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$542,656

Up $22,133 (+4.3%) from 2013

Net Assets

Up

$542,656

Up $22,133 (+4.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin5th percentile

Revenue

$39,780

No earlier filing loaded for comparison.

Expenses

Up

$61,201

Up $27,663 (+82%) from 2013

Net Income

-$21,421

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$800K$600K$400K$200K$0Assets 2012: $480,613Liabilities 2012: $0Net Assets 2012: $480,6132012Assets 2013: $520,523Liabilities 2013: $0Net Assets 2013: $520,5232013Assets 2014: $542,656Liabilities 2014: $0Net Assets 2014: $542,6562014Assets 2015: $517,185Liabilities 2015: $0Net Assets 2015: $517,1852015Assets 2016: $502,796Liabilities 2016: $0Net Assets 2016: $502,7962016Assets 2017: $526,500Liabilities 2017: $0Net Assets 2017: $526,5002017Assets 2018: $534,364Liabilities 2018: $0Net Assets 2018: $534,3642018Assets 2019: $554,186Liabilities 2019: $0Net Assets 2019: $554,1862019Assets 2020: $435,513Net Assets 2020: $435,5132020Assets 2021: $480,775Net Assets 2021: $480,7752021Assets 2022: $466,081Net Assets 2022: $466,0812022Assets 2023: $477,550Net Assets 2023: $477,5502023Assets 2024: $503,047Liabilities 2024: $0Net Assets 2024: $503,0472024Assets 2025: $607,987Liabilities 2025: $0Net Assets 2025: $607,9872025

Highlighted filing

2014

Assets$542,656
Liabilities$0
Net Assets$542,656
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2012: $4,4032012Expenses 2013: $33,5382013Revenue 2014: $39,780Expenses 2014: $61,201Net Income 2014: -$21,4212014Revenue 2015: $35,806Expenses 2015: $29,889Net Income 2015: $5,9172015Revenue 2016: $62,120Expenses 2016: $59,145Net Income 2016: $2,9752016Revenue 2017: $30,353Expenses 2017: $36,765Net Income 2017: -$6,4122017Revenue 2018: $40,887Expenses 2018: $38,025Net Income 2018: $2,8622018Revenue 2019: $42,494Expenses 2019: $16,840Net Income 2019: $25,6542019Revenue 2020: $26,465Expenses 2020: $138,375Net Income 2020: -$111,9102020Revenue 2021: $25,707Expenses 2021: $51,940Net Income 2021: -$26,2332021Revenue 2022: $57,043Expenses 2022: $10,905Net Income 2022: $46,1382022Revenue 2023: $68,402Expenses 2023: $70,745Net Income 2023: -$2,3432023Revenue 2024: $67,486Expenses 2024: $78,010Net Income 2024: -$10,5242024Revenue 2025: $134,265Expenses 2025: $53,750Net Income 2025: $80,5152025

Highlighted filing

2014

Revenue$39,780
Expenses$61,201
Net Income-$21,421
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 22, 2015
Return Version
2013v4.0
Gross Receipts
$39,780
Mission and Program Overview

Mission

To promote the ideals of rotary - service above self - both locally and globally

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$459,923$503,409▲ $43,486
Savings and Temporary Cash Investments$41,742$24,336▼ $17,406
Cash and Non-Interest-Bearing Accounts$18,833$14,736▼ $4,097
Accounts Receivable-$150-
Prepaid Expenses and Deferred Charges$25$25→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$520,523$542,656▲ $22,133
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$392,760$392,760→ $0
Temporarily Rstr Net Assets$87,989$103,147▲ $15,158
Unrestricted Net Assets$39,774$46,749▲ $6,975
Total Net Assets Fund Balance$520,523$542,656▲ $22,133
Total Liabilities and Net Assets / Fund Balance$520,523$542,656▲ $22,133
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Bert LemkeDirector
Doug DeaverDirector
Jim KutchDirector
Karen SemingsonDirector
Kelly NesheimDirector
Stan HajdukDirector
John FisherFoundation Mgr
Chuck WhittSecretary
Mickey EvansTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,255
Program Service Revenue
$0
Investment Income
$22,525
Other Revenue
$0
All Other Contributions
$17,255
Change in Net Assets
$-21,421
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$61,055
Other Expenses$146
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$61,055--$61,055
Other Expenses-$35-$35
Total Functional Expenses$61,055$146$0$61,201
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---Education - Post Graduate$30,000
---Local Service Projects/scholarships$21,505
---Education of Children in Africa$5,550
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A draft copy of form 990 is reviewed at board meeting prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
75-2986431

Signing Officer

Name
John Fisher
Title
Foundation Mgr
Signed
2015-01-22

Organization Details

Principal Officer
John Fisher
Formed
2003
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
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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/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022308
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026766
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014863
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07745
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07741
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt079423
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82040
IRS990ScheduleA/PublicSupportPY170Pct00.84440
IRS990ScheduleA/PublicSupportTotal170Amt0362897
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0300667
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015580
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0362897
IRS990ScheduleA/TotalSupportAmt0442320
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt021505
IRS990ScheduleI/RecipientTable/CashGrantAmt15550
IRS990ScheduleI/RecipientTable/CashGrantAmt230000
IRS990ScheduleI/RecipientTable/ForeignAddress/AddressLine10PO BOX 11875
IRS990ScheduleI/RecipientTable/ForeignAddress/City0ARUSHA
IRS990ScheduleI/RecipientTable/ForeignAddress/Country0OC
IRS990ScheduleI/RecipientTable/ForeignAddress/ProvinceOrState0TANZANIA
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LOCAL SERVICE PROJECTS/SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATION OF CHILDREN IN AFRICA
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EDUCATION - POST GRADUATE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10CAPITOLA APTOS ROTARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11SCHOOL OF ST JUDE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12UC SANTA CRUZ
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO BOX 591
IRS990ScheduleI/RecipientTable/USAddress/AddressLine111156 HIGH STREET
IRS990ScheduleI/RecipientTable/USAddress/City0CAPITOLA
IRS990ScheduleI/RecipientTable/USAddress/City1SANTA CRUZ
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/State1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode095010
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode195064
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt03
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF FORM 990 IS REVIEWED AT BOARD MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt087989
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0103147
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0520523
IRS990/TotalAssetsEOYAmt0542656
IRS990/TotalAssetsGrp/BOYAmt0520523
IRS990/TotalAssetsGrp/EOYAmt0542656
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt017255
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0146
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt061055
IRS990/TotalFunctionalExpensesGrp/TotalAmt061201
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0520523
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0542656
IRS990/TotalProgramServiceExpensesAmt061055
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt022525
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt039780
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0520523
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0542656
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt039774
IRS990/UnrestrictedNetAssetsGrp/EOYAmt046749
IRS990/USAddress/AddressLine10P O BOX 591
IRS990/USAddress/City0CAPITOLA
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode095010
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Foundation Mgr
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10CAPITOLA-APTOS ROTARY FOUNDATION

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$542,656
Liabilities
$0
Net assets
$542,656
Revenue
$39,780
Expenses
$61,201
Net income
-$21,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.08$0.00$6.08$1.34$0.54$0.81
2024Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.67$0.78$0.11
2023Detailed filing. Detailed filing data is available for this year.$4.78$4.78$0.68$0.71$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.66$4.66$0.57$0.11$0.46
2021Detailed filing. Detailed filing data is available for this year.$4.81$4.81$0.26$0.52$0.26
2020Detailed filing. Detailed filing data is available for this year.$4.36$4.36$0.26$1.38$1.12
2019Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.42$0.17$0.26
2018Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.41$0.38$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.30$0.37$0.06
2016Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.62$0.59$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.36$0.30$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.40$0.61$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.21$0.00$5.21$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$0.00$4.81$0.04