Civic Intelligence

Capitola-Aptos Rotary Foundation

990 • Fiscal year 2017 • EIN 75-2986431

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 18, 2018

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

13th percentile

-21%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

54th percentile

4.7%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-51%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$526,500

Up $23,704 (+4.7%) from 2016

Net Assets

Up

$526,500

Up $23,704 (+4.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin13th percentile

Revenue

Down

$30,353

Down $31,767 (-51%) from 2016

Expenses

Down

$36,765

Down $22,380 (-38%) from 2016

Net Income

Down

-$6,412

Down $9,387 (-316%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2017

Assets$526,500
Liabilities$0
Net Assets$526,500
Open 2017 Filing

Operations Trend

Revenue Growth4th 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

2017

Revenue$30,353
Expenses$36,765
Net Income-$6,412
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 18, 2018
Return Version
2016v3.0
Gross Receipts
$30,353
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$455,237$461,946▲ $6,709
Savings and Temporary Cash Investments$26,669$44,689▲ $18,020
Cash and Non-Interest-Bearing Accounts$20,840$19,815▼ $1,025
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$502,796$526,500▲ $23,704
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$76,140$86,273▲ $10,133
Temporarily Rstr Net Assets$33,896$47,467▲ $13,571
Total Net Assets Fund Balance$502,796$526,500▲ $23,704
Total Liabilities and Net Assets / Fund Balance$502,796$526,500▲ $23,704

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$418,440-▲ $31,570-$433,010
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
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
John FisherPresident
Al DecamaraDirector
Jim KutchDirector
Karen SemingsonDirector
Kelly NesheimDirector
Sue LawsonDirector
Win FernaldDirector
Doug DeaverSecretary
Mickey EvansTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,100
Program Service Revenue
$0
Investment Income
$16,253
Other Revenue
$0
All Other Contributions
$14,100
Change in Net Assets
$-6,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$36,740
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$36,740--$36,740
Other Expenses-$25-$25
Total Functional Expenses$36,740$25$0$36,765
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Capitola Aptos RotaryCapitola, CA-Local Service Projects/scholarships$17,100
Uc Santa CruzSanta Cruz, CA-Education - Post Graduate$15,000
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
2018-01-18

Organization Details

Formed
2003
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9
Raw XML AppendixShowing 400 of 427 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/CurrentTaxYearMinus3YearsAmt017255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0103311
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023289
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023626
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt022308
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt026766
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0112242
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.47930
IRS990ScheduleA/PublicSupportPY170Pct00.77860
IRS990ScheduleA/PublicSupportTotal170Amt0103311
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt038831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012180
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020945
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0103311
IRS990ScheduleA/TotalSupportAmt0215553
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0418440
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0433010
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt017000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt031570
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0432258
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0418440
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt017000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03182
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0453891
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0432258
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt017000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4633
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0444714
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0453891
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt032000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041177
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0412968
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0444714
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt02000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt033746
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt06556
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.90700
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.09300
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt017100
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LOCAL SERVICE PROJECTS/SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATION - POST GRADUATE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CAPITOLA APTOS ROTARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UC SANTA CRUZ
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 591
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11156 HIGH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CAPITOLA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANTA CRUZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095010
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195064
IRS990ScheduleI/Total501c3OrgCnt01
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/BOYAmt033896
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt047467
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0502796
IRS990/TotalAssetsEOYAmt0526500
IRS990/TotalAssetsGrp/BOYAmt0502796
IRS990/TotalAssetsGrp/EOYAmt0526500
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014100
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt036740
IRS990/TotalFunctionalExpensesGrp/TotalAmt036765
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0502796
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0526500
IRS990/TotalProgramServiceExpensesAmt036740
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016253
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030353
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0502796
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0526500
IRS990/TransactionWithControlEntInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$526,500
Liabilities
$0
Net assets
$526,500
Revenue
$30,353
Expenses
$36,765
Net income
-$6,412
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $500k-$1M nonprofits