Civic Intelligence

Capitola-Aptos Rotary Foundation

990 • Fiscal year 2016 • EIN 75-2986431

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 01, 2016

Organization ProfileN/A
P O Box 591Capitola, CA 95010

(831) 724-2441

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

55th percentile

4.8%

Higher net margin than 55% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

32nd percentile

-2.8%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

73%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$502,796

Down $14,389 (-2.8%) from 2015

Net Assets

Down

$502,796

Down $14,389 (-2.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin55th percentile

Revenue

Up

$62,120

Up $26,314 (+73%) from 2015

Expenses

Up

$59,145

Up $29,256 (+98%) from 2015

Net Income

Down

$2,975

Down $2,942 (-50%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2016

Assets$502,796
Liabilities$0
Net Assets$502,796
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

2016

Revenue$62,120
Expenses$59,145
Net Income$2,975
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 1, 2016
Return Version
2015v2.0
Gross Receipts
$62,120
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$472,601$455,237▼ $17,364
Savings and Temporary Cash Investments$24,381$26,669▲ $2,288
Cash and Non-Interest-Bearing Accounts$20,153$20,840▲ $687
Accounts Receivable$50$50→ $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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$517,185$502,796▼ $14,389
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$392,760$392,760→ $0
Unrestricted Net Assets$77,272$76,140▼ $1,132
Temporarily Rstr Net Assets$47,153$33,896▼ $13,257
Total Net Assets Fund Balance$517,185$502,796▼ $14,389
Total Liabilities and Net Assets / Fund Balance$517,185$502,796▼ $14,389

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$432,258-▲ $3,182-$418,440
2014$453,891-▼ $4,633-$432,258
2013$444,714-▲ $41,177-$453,891
2012$412,968-▲ $33,746-$444,714
2011$99,083$293,677▲ $20,208-$412,968
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Al DecamaraDirector
Chuck WhittDirector
Graham StokesDirector
Karen SemingsonDirector
Kelly NesheimDirector
Stan HajdukDirector
John FisherFoundation Mgr
Jim KutchSecretary
Mickey EvansTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$38,831
Program Service Revenue
$0
Investment Income
$23,289
Other Revenue
$0
All Other Contributions
$38,831
Change in Net Assets
$2,975
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,120
Other Expenses$25
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$59,120--$59,120
Other Expenses-$25-$25
Total Functional Expenses$59,120$25$0$59,145
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary District 6840 FdnSlidell, LA-Louisiana Flood Relief$20,000
Uc Santa CruzSanta Cruz, CA-Education - Post Graduate$15,000
Capitola Aptos RotaryCapitola, CA-Local Service Projects/scholarships$8,195
Rotary InternationalEvanston, IL-International Service Projects$8,000
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

Filer Name
Capitola-aptos Rotary Foundation
EIN
75-2986431
Address
P O BOX 591, CAPITOLA, CA 95010

Signing Officer

Name
John Fisher
Title
Foundation Mgr
Signed
2016-12-01

Organization Details

Formed
2003
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9
Raw XML AppendixShowing 400 of 453 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/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0300667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0389878
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023289
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023626
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt022308
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt026766
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014863
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0110852
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77860
IRS990ScheduleA/PublicSupportPY170Pct00.79040
IRS990ScheduleA/PublicSupportTotal170Amt0389878
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt038831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012180
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt020945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0300667
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0389878
IRS990ScheduleA/TotalSupportAmt0500730
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0432258
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0418440
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt017000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03182
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0453891
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0432258
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt017000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4633
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0444714
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0453891
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt032000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041177
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0412968
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0444714
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt02000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt033746
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt099083
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0293677
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0412968
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020208
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FundsAndOtherAccountsContriAmt036481
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt031925
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt06556
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.93860
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.06140
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt08195
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/CashGrantAmt28000
IRS990ScheduleI/RecipientTable/CashGrantAmt315000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LOCAL SERVICE PROJECTS/SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1LOUISIANA FLOOD RELIEF
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2INTERNATIONAL SERVICE PROJECTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3EDUCATION - POST GRADUATE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CAPITOLA APTOS ROTARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROTARY DISTRICT 6840 FDN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ROTARY INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UC SANTA CRUZ
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 591
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1384 VOTERS ROAD STE 103
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21560 sherman ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31156 HIGH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CAPITOLA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SLIDELL
IRS990ScheduleI/RecipientTable/USAddress/CityNm2EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SANTA CRUZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1LA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095010
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd170461
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd260201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd395064
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt01
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/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt047153
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt033896
IRS990/TempOrPermanentEndowmentsInd0true

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$502,796
Liabilities
$0
Net assets
$502,796
Revenue
$62,120
Expenses
$59,145
Net income
$2,975
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