Civic Intelligence

Capitola-Aptos Rotary Foundation

990EZ • Fiscal year 2020 • EIN 75-2986431

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

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

Score unavailable

No value available

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

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

3rd percentile

-423%

Higher net margin than 3% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-21%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-38%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$435,513

Down $118,673 (-21%) from 2019

Net Assets

Down

$435,513

Down $118,673 (-21%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$26,465

Down $16,029 (-38%) from 2019

Expenses

Up

$138,375

Up $121,535 (+722%) from 2019

Net Income

Down

-$111,910

Down $137,564 (-536%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$435,513
Liabilities-
Net Assets$435,513

Operations Trend

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

2020

Revenue$26,465
Expenses$138,375
Net Income-$111,910
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.0
Gross Receipts
$26,465
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PROVIDED FINANCIAL SUPPORT TO INTERNATIONAL ORGANIZATIONS, INCLUDING ROTARY INTERNATIONAL AND A SCHOOL SPONSORSHIP IN TANZANIA.$120,000$120,000
PROVIDED SCHOLARSHIP TO UCSC GRAD STUDENT$15,000$15,000
Provided financial support to various community based organizations.$3,350$3,350
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICKEY EVANSTreasurer-$0--
JOHN FISHERDirector-$0--
DOUG DEAVERSecretary-$0--
KAREN SEMINGSONDirector-$0--
WIN FERNALDDirector-$0--
JIM KUTCHDirector-$0--
KELLY NESHEIMDirector-$0--
SUE LAWSONDirector-$0--
AL DECAMARAFoundation Mgr.-$0--
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
Al Decamara
Title
Foundation Mgr
Signed
2020-11-05
Supplemental Narrative

Additional Explanations

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

| Donee's Name: ROTARY INTERNATIONAL | Donee's Address: 1560 sherman ave EVANSTON IL 60201 | Relationship of Donee: GRANTEE | Cash Amount Given: $50000

Grants and Similar Amounts Paid In Excess of $5,000.3

| Donee's Name: AMERICAN FRIENDS OF SCHOOL OF ST. JUDE | Donee's Address: PO BOX 3994 RAPID CITY SD 57709 | Relationship of Donee: GRANTEE | Cash Amount Given: $30000

Grants and Similar Amounts Paid In Excess of $5,000.4

| Donee's Name: UC SANTA CRUZ | Donee's Address: high street SANTA CRUZ CA 95062 | Cash Amount Given: $15000

Grants and Similar Amounts Paid In Excess of $5,000.9

| Donee's Name: ACORN FOUNDATION | Donee's Address: DX BOX HP40007 | Cash Amount Given: $40000

Other Expenses.1

Registrations and fees $25

Raw XML Appendix165 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0-6763
IRS990EZ/OtherExpensesTotalAmt025
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: ROTARY INTERNATIONAL | Donee's Address: 1560 sherman ave EVANSTON IL 60201 | Relationship of Donee: GRANTEE | Cash Amount Given: $50000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: AMERICAN FRIENDS OF SCHOOL OF ST. JUDE | Donee's Address: PO BOX 3994 RAPID CITY SD 57709 | Relationship of Donee: GRANTEE | Cash Amount Given: $30000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: UC SANTA CRUZ | Donee's Address: high street SANTA CRUZ CA 95062 | Cash Amount Given: $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: ACORN FOUNDATION | Donee's Address: DX BOX HP40007 | Cash Amount Given: $40000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REGISTRATIONS AND FEES $25
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AL DECAMARA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Foundation Mgr
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPITOLA-APTOS ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CAPI
ReturnHeader/Filer/EIN0752986431
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ReturnHeader/Filer/USAddress/CityNm0CAPITOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095010
ReturnHeader/ReturnTs02020-11-05T09:31:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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