Civic Intelligence

Santa Maria Breakfast Rotary Foundation Inc.

990EZ • Fiscal year 2013 • EIN 77-0411125

Jul 01, 2012 to Jun 30, 2013 • Filed on Sep 20, 2013

Organization ProfileWWW.SANTAMARIABREAKFASTROTARY.ORG
241 S Broadway St No 20193455
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

95th percentile

64%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

80th percentile

34%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

97th percentile

257%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$111,738

Up $28,188 (+34%) from 2012

Net Assets

Up

$111,738

Up $28,188 (+34%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin95th percentile

Revenue

Up

$43,988

Up $31,675 (+257%) from 2012

Expenses

Down

$15,800

Down $1,299 (-7.6%) from 2012

Net Income

Up

$28,188

Up $32,974 (+689%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$150K$100K$50K$0Assets 2011: $88,336Liabilities 2011: $0Net Assets 2011: $88,3362011Assets 2012: $83,550Liabilities 2012: $0Net Assets 2012: $83,5502012Assets 2013: $111,738Liabilities 2013: $0Net Assets 2013: $111,7382013Assets 2014: $111,754Liabilities 2014: $0Net Assets 2014: $111,7542014Assets 2015: $114,539Liabilities 2015: $0Net Assets 2015: $114,5392015Assets 2016: $121,039Liabilities 2016: $0Net Assets 2016: $121,0392016Assets 2017: $124,016Liabilities 2017: $0Net Assets 2017: $124,0162017Assets 2018: $119,296Liabilities 2018: $0Net Assets 2018: $119,2962018Assets 2019: $128,295Liabilities 2019: $0Net Assets 2019: $128,2952019Assets 2020: $123,192Liabilities 2020: $0Net Assets 2020: $123,1922020Assets 2021: $117,134Liabilities 2021: $0Net Assets 2021: $117,1342021Assets 2022: $101,424Liabilities 2022: $0Net Assets 2022: $101,4242022Assets 2023: $143,553Liabilities 2023: $0Net Assets 2023: $143,5532023Assets 2024: $148,758Liabilities 2024: $0Net Assets 2024: $148,7582024Assets 2025: $51,155Liabilities 2025: $0Net Assets 2025: $51,1552025

Highlighted filing

2013

Assets$111,738
Liabilities$0
Net Assets$111,738
Open 2013 Filing

Operations Trend

Revenue Growth97th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $17,744Expenses 2011: $16,765Net Income 2011: $9792011Revenue 2012: $12,313Expenses 2012: $17,099Net Income 2012: -$4,7862012Revenue 2013: $43,988Expenses 2013: $15,800Net Income 2013: $28,1882013Revenue 2014: $21,928Expenses 2014: $21,912Net Income 2014: $162014Revenue 2015: $17,509Expenses 2015: $21,341Net Income 2015: -$3,8322015Revenue 2016: $24,057Expenses 2016: $45,288Net Income 2016: -$21,2312016Revenue 2017: $37,037Expenses 2017: $39,976Net Income 2017: -$2,9392017Revenue 2018: $46,849Expenses 2018: $43,131Net Income 2018: $3,7182018Revenue 2019: $50,177Expenses 2019: $50,787Net Income 2019: -$6102019Revenue 2020: $40,789Expenses 2020: $48,390Net Income 2020: -$7,6012020Revenue 2021: $17,123Expenses 2021: $38,209Net Income 2021: -$21,0862021Revenue 2022: $32,766Expenses 2022: $29,388Net Income 2022: $3,3782022Revenue 2023: $84,199Expenses 2023: $46,948Net Income 2023: $37,2512023Revenue 2024: $106,799Expenses 2024: $105,030Net Income 2024: $1,7692024Revenue 2025: $94,360Expenses 2025: $196,037Net Income 2025: -$101,6772025

Highlighted filing

2013

Revenue$43,988
Expenses$15,800
Net Income$28,188
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Sep 20, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

NONE

Filing and Contact Details

Filer

EIN
77-0411125
Raw XML Appendix180 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/OfficerDirectorTrusteeKeyEmpl/PersonName0PATRICK MCDERMOTT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1CAROL BRADFIELD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JAMES THOMAS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3MIKE GIBSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3VICE PRESIDENT
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
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IRS990EZ/OtherAssetsTotal/BOY011710
IRS990EZ/OtherAssetsTotal/EOY015256
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal0962
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0PUBLICLY SUPPORTED ORGANIZATION FORMED TO PROVIDE FINANCIAL SUPPORT TO VARIOUS LOCAL, NATIONAL, AND INTERNATIONAL CAUSES IN THE NAME OF HUMANITARIAN SERVICE.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PROVISION OF GRANTS TO FURTHER THE HUMANTARIAN GOALS OF THE ORGANIZATION
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses014053
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax00
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IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
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IRS990EZ/TheBooksAreInCareOf/AddressUS/City0ORCUTT
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode093455
IRS990EZ/TheBooksAreInCareOf/NamePerson0PATRICK D MCDERMOTT CPA
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08059258729
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IRS990EZ/WebSite0WWW.CLUBRUNNER.CA/CPRG/HOME/HOMEC.ASP?CID=2857
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IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
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IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years017217
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years013805
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years09955
IRS990ScheduleA/GiftsGrantsContribReceived509/Total092595
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IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years01653
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IRS990ScheduleA/PriorYrInvestIncomePercentage00.09010
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IRS990ScheduleA/PublicSupportTotal509092595
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IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST INCOME 37.. DIVIDEND INCOME 2,756.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,793.
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: VARIOUS CHARITABLE ACTIVITIES. GRANTEE NAME: VARIOUS. GRANTEE ADDRESS: VARIOUS SANTA MARIA, CA 93454. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/07/13. AMOUNT GIVEN: 14,053.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: BANK CHARGES. AMOUNT: 49. DESCRIPTION: MANAGEMENT FEES. AMOUNT: 913. TOTAL TO FORM 990-EZ, LINE 16: 962.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 11,710. END OF YEAR AMOUNT: 15,256.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER ASSETS
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IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE 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/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0770411125
ReturnHeader/Filer/Name/BusinessNameLine10SANTA MARIA BREAKFAST ROTARY FOUNDATION
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ReturnHeader/Filer/Phone08059258729
ReturnHeader/Filer/USAddress/AddressLine10241 S BROADWAY ST NO 201
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ReturnHeader/Officer/DateSigned02013-09-20
ReturnHeader/Officer/Name0CAROL BRADFIELD
ReturnHeader/Officer/Phone08059258729
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-09-20
ReturnHeader/PreparerFirm/EIN0271144439
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MCDERMOTT & APKARIAN LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10241 SOUTH BROADWAY 201
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ReturnHeader/Preparer/Name0PATRICK D MCDERMOTT CPA
ReturnHeader/Preparer/Phone08059258729
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-02T17:03:50-05:00

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
$111,738
Liabilities
$0
Net assets
$111,738
Revenue
$43,988
Expenses
$15,800
Net income
$28,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.94$1.96$1.02
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$1.07$1.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.84$0.47$0.37
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.33$0.29$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.17$0.38$0.21
2020Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$0.41$0.48$0.08
2019Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.50$0.51$0.01
2018Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.47$0.43$0.04
2017Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$0.37$0.40$0.03
2016Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.24$0.45$0.21
2015Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.18$0.21$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.22$0.22$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.44$0.16$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.12$0.17$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.18$0.17$0.01