Santa Clara Rotary Foundation

990EZ • Fiscal year 2013 • EIN 77-0386744

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 21, 2013

Organization Profile N/A

PO Box 11195052-0111

Siviq Scores

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

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.24x

Higher debt load relative to revenue than 88% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

40%

Higher net margin than 89% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

6.4%

Faster asset growth than 58% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-22%

Faster revenue growth than 20% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets70th percentile

Assets

$450,755

Up $26,924 (+6.4%) from 2012

Net Assets

$430,755

No earlier filing loaded for comparison.

Liabilities

Down

$20,000

Down $6,200 (-24%) from 2012

Revenue And Expenses

Liabilities / Revenue88th percentile Net Margin89th percentile

Revenue

Down

$81,957

Down $23,647 (-22%) from 2012

Expenses

$48,833

Up $11,758 (+32%) from 2012

Net Income

Down

$33,124

Down $35,405 (-52%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

Highlighted filing

2013

Assets$450,755

Liabilities$20,000

Net Assets$430,755

Open 2013 Filing

Operations Trend

Revenue Growth20th percentile

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

Highlighted filing

2013

Revenue$81,957

Expenses$48,833

Net Income$33,124

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Nov 21, 2013
Return Version: 2012v2.1

Mission and Program Overview

Mission

Scholarships and youth & senior activities and related community activities programs.

Filing and Contact Details

Filer

EIN: 77-0386744

Raw XML Appendix202 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.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRpt	0	0
IRS990EZ/AmountOfTaxImposedOnOrgMgr	0	0
IRS990EZ/AmountOfTaxReimbursedByOrg	0	0
IRS990EZ/CashSavingsAndInvestments/BOY	0	145474
IRS990EZ/CashSavingsAndInvestments/EOY	0	150731
IRS990EZ/ContributionsGiftsGrantsEtc	0	50734
IRS990EZ/DirectIndirectPoliticalExpend	0	0
IRS990EZ/DoesOrgHaveHospital	0	0
IRS990EZ/EngagedInExcessBenefitTrans	0	0
IRS990EZ/EngageInLobbyingActivities	0	0
IRS990EZ/EngagePoliticalCmpgnActivities	0	0
IRS990EZ/ExcessOrDeficitForYear	0	33124
IRS990EZ/FiledScheduleA	0	1
IRS990EZ/ForeignFinancialAccount	0	0
IRS990EZ/ForeignOffice	0	0
IRS990EZ/GrossReceipts	0	81957
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InfoInScheduleOPartIII	0	X
IRS990EZ/InfoInScheduleOPartV	0	X
IRS990EZ/InvestmentIncome	0	13295
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	0
IRS990EZ/MadeLoansToFromOfficers	0	0
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	0
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	397631
IRS990EZ/NetAssetsOrFundBalancesBOY	0	397631
IRS990EZ/NetAssetsOrFundBalances/EOY	0	430755
IRS990EZ/NetAssetsOrFundBalancesEOY	0	430755
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	6	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	BILL CARVER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	JAN ERIC NORDMO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	ANTON MOREC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	DANNY HOLDER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	STEWART CUSIMANO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	LOUANN ALEXANDER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	KEN ROWELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	BOARD MEMEBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	BOARD MEMEBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	BOARD MEMEBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	BOARD MEMEBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	BOARD MEMEBER
IRS990EZ/OperatingSchool	0	0
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	0
IRS990EZ/OrganizationHadUBI	0	0
IRS990EZ/OtherAssetsTotal/BOY	0	278357
IRS990EZ/OtherAssetsTotal/EOY	0	300024
IRS990EZ/OtherChangesInNetAssets	0	0
IRS990EZ/OtherExpensesTotal	0	48833
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	SCHOLARSHIPS, YOUTH AND COMMUNITY SERVICES
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	SCHOLARSHIPS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	1	STEPS FOR SUCCESS & CHRISTMAS FOR KIDS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	2	CAMP RYLA & ELC
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	0
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	1	0
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	2	0
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	21000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	1	19074
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	2	5723
IRS990EZ/ProgramServiceRevenue	0	17928
IRS990EZ/ProhibitedTaxShelterTrans	0	0
IRS990EZ/RelatedOrgControlledEntity	0	0
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	CA
IRS990EZ/SubjectToProxyTax	0	0
IRS990EZ/SumOfTotalLiabilities/BOY	0	26200
IRS990EZ/SumOfTotalLiabilities/EOY	0	20000
IRS990EZ/TanningServicesProvided	0	0
IRS990EZ/TaxImposedUnderIRC4911	0	0
IRS990EZ/TaxImposedUnderIRC4912	0	0
IRS990EZ/TaxImposedUnderIRC4955	0	0
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	333 W SANTA CLARA ST STE 750
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	SAN JOSE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	95113
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1	0	GEORGE P DELUCCHI
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	4082862200
IRS990EZ/TotalAssets/BOY	0	423831
IRS990EZ/TotalAssets/EOY	0	450755
IRS990EZ/TotalExpenses	0	48833
IRS990EZ/TotalProgramServiceExpenses	0	45797
IRS990EZ/TotalRevenue	0	81957
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	0
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total	0	0
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total	0	0
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	660
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	6930
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	6345
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	270
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	14205
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear	0	674
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year	0	557
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years	0	552
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years	0	447
IRS990ScheduleA/GrossInvestmentIncome509/Total	0	2230
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear	0	674
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year	0	557
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years	0	552
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years	0	447
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total	0	2230
IRS990ScheduleA/InvestmentIncomePercentage	0	0.00850
IRS990ScheduleA/OtherIncome509/CurrentTaxYear	0	17928
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus1Year	0	47523
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus2Years	0	9965
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus3Years	0	5600
IRS990ScheduleA/OtherIncome509/Total	0	81016
IRS990ScheduleA/PriorYearSupportPercentage	0	0.66300
IRS990ScheduleA/PriorYrInvestIncomePercentage	0	0.00810
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	0.68120
IRS990ScheduleA/PublicSupportTotal509	0	177890
IRS990ScheduleA/SupportFromDQPsEtc/Total	0	0
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/CurrentTaxYear	0	50073
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/CurrentTaxYearMinus1Year	0	43691
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/CurrentTaxYearMinus2Years	0	27836
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/CurrentTaxYearMinus3Years	0	42085
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total	0	163685
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	50733
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	50621
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	34181
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	42355
IRS990ScheduleA/Total509/Total	0	177890
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear	0	69335
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year	0	98701
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years	0	44698
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years	0	48402
IRS990ScheduleA/TotalSupportTotal/Total	0	261136
IRS990ScheduleO/GeneralExplanation/Explanation	0	INTEREST INCOME 674.. UNREALIZED GAIN/(LOSS) ON INVESTMENTS 12,621.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 13,295.
IRS990ScheduleO/GeneralExplanation/Explanation	1	DESCRIPTION: BANK CHARGES. AMOUNT: 421. DESCRIPTION: LEGAL EXPENSE. AMOUNT: 25. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 2,590. DESCRIPTION: PROGRAM SERVICES. AMOUNT: 45,797. TOTAL TO FORM 990-EZ, LINE 16: 48,833.
IRS990ScheduleO/GeneralExplanation/Explanation	2	DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 33,241. END OF YEAR AMOUNT: 42,287. DESCRIPTION: INVESTMENTS - PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 245,116. END OF YEAR AMOUNT: 257,737.
IRS990ScheduleO/GeneralExplanation/Explanation	3	DESCRIPTION: SCHOLARSHIP PAYABLE. BEG. OF YEAR AMOUNT: 16,000. END OF YEAR AMOUNT: 20,000. DESCRIPTION: DEFERRED 2012 ADVERTISING SALES. BEG. OF YEAR AMOUNT: 10,200. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier	1	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier	2	OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier	3	OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	FORM 990-EZ, PART II, LINE 26
TransferPrsnlBnftContractsDecl/Declaration	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	770386744
ReturnHeader/Filer/Name/BusinessNameLine1	0	SANTA CLARA ROTARY FOUNDATION
ReturnHeader/Filer/NameControl	0	SANT
ReturnHeader/Filer/Phone	0	4082862200
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 111
ReturnHeader/Filer/USAddress/City	0	SANTA CLARA
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	950520111
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-11-21
ReturnHeader/Officer/Name	0	BILL CARVER
ReturnHeader/Officer/Phone	0	4082862200
ReturnHeader/Officer/Title	0	PRESIDENT
ReturnHeader/Preparer/DatePrepared	0	2013-11-20
ReturnHeader/PreparerFirm/EIN	0	942847272
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	DELUCCHI HAWN LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	333 W SANTA CLARA ST STE 750
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	SAN JOSE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	951131716
ReturnHeader/Preparer/Name	0	GEORGE P DELUCCHI
ReturnHeader/Preparer/Phone	0	4082862200
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-12-05T15:14:43-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $450,755
Liabilities: $20,000
Net assets: $430,755
Revenue: $81,957
Expenses: $48,833
Net income: $33,124

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$6.93	$0.00	$6.93	$0.80	$0.55	$0.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.32	$0.00	$6.32	$0.75	$0.45	$0.30
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.	$6.02	$0.00	$6.02	$0.81	$0.36	$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.84	$0.00	$5.84	$0.30	$0.32	$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.35	$0.00	$6.35	$0.18	$0.38	$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.79	$0.00	$5.79	$0.36	$0.62	$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.42	$0.16	$6.27	$0.95	$0.68	$0.27
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.	$5.93	$0.00	$5.93	$1.74	$1.26	$0.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.78	$0.35	$5.43	$1.24	$1.14	$0.11
2016Detailed filing. Detailed filing data is available for this year.	$5.14	$0.04	$5.10	$1.08	$0.55	$0.53
2015Detailed filing. Detailed filing data is available for this year.	$4.47	$0.00	$4.47	$0.71	$0.34	$0.37
2014Detailed filing. Detailed filing data is available for this year.	$4.47	$0.07	$4.40	$0.73	$0.50	$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$4.51	$0.20	$4.31	$0.82	$0.49	$0.33
2012Summary only. Only limited summary data is available for this year.	$4.24	$0.26		$1.06	$0.37	$0.69