Civic Intelligence

San Juan Capistrano Rotary Club Foundation

EIN 88-2764702 • 501(c)3 • San Juan Capistrano, CA

Pub. 78 EligibleNTEE S80

Profile

Scout hut/council - rotary maintains property for scouting activies, including utilities, insurance, taxes, repair and ground maintenance.

PO Box 684San Juan Capistrano, CA 92593

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

84th percentile

0.10x

Higher debt load relative to assets than 84% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.07x

Higher debt load relative to revenue than 84% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Source year 2024

Net Margin

31st percentile

-1.7%

Higher net margin than 31% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

NTEE S80 • <$500k nonprofits • Source year 2024

Asset Growth

98th percentile

1359%

Faster asset growth than 98% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

1818%

Faster revenue growth than 98% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$148,104

Up $137,951 (+1359%) from 2023

Liabilities

$14,420

No earlier filing loaded for comparison.

Net Assets

Up

$133,684

Up $123,531 (+1217%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin31st percentile

Revenue

Up

$196,568

Up $186,318 (+1818%) from 2023

Expenses

Up

$199,866

Up $199,769 (+205947%) from 2023

Net Income

Down

-$3,298

Down $13,451 (-132%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2023: $10,153Net Assets 2023: $10,1532023Assets 2024: $148,104Liabilities 2024: $14,420Net Assets 2024: $133,6842024

Highlighted filing

2024

Assets$148,104
Liabilities$14,420
Net Assets$133,684
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2023: $10,250Expenses 2023: $97Net Income 2023: $10,1532023Revenue 2024: $196,568Expenses 2024: $199,866Net Income 2024: -$3,2982024

Highlighted filing

2024

Revenue$196,568
Expenses$199,866
Net Income-$3,298
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,104
Liabilities
$14,420
Net assets
$133,684
Revenue
$196,568
Expenses
$199,866
Net income
-$3,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.48$0.14$1.34$1.97$2.00$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.10$0.00$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 24, 2025
Return Version
2023v6.0
Gross Receipts
$196,568
Mission and Program Overview

Mission

Scout hut/council - rotary maintains property for scouting activies, including utilities, insurance, taxes, repair and ground maintenance.

Program Services

DescriptionGrantsExpenses
SCOUT HUT/COUNCIL - ROTARY MAINTAINS PROPERTY FOR SCOUTING ACTIVITIES, INCLUDING UTILITIES, INSURANCE, TAXES, REPAIR AND GROUND MAINTENANCE.-$199,205
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY NEVEPresident-$0--
CINDY RUSSELLTreasurer-$0--
JEANNE WALKERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
San Juan Capistrano Rotary Club
EIN
88-2764702
Phone
9496616969
Address
PO BOX 684, SAN JUAN CAPISTRANO, CA 92593

Signing Officer

Name
Cindy Russell
Title
Treasurer
Phone
9496616969
Signed
2025-02-24
Discuss with paid preparer
Yes

Preparer

Firm
WENGER & BAUER CPA'S
Address
27127 CALLE ARROYO STE 1925, SAN JUAN CAPISTRANO, CA 92675
Preparer
Mark E Bauer
Phone
9496616969
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses credit card processing 438 adventure van expo 35,206 car show 11,317 golf tournament 869 fundraiser 43,645 filing fees 64 administrative expenses 159 community services 13,344 international service 23,445 scout hut 21,909 youth service 49,470 total 199,866”

Form 990-ez, Part I, Line 20

“Equity transfer sjc rotary 501(c)(4) 126,830”

Form 990-ez, Part II, Line 26

“Due to rotary club of sjc 0 14,420”

Form 990-ez, Part III

“Scout hut/council - rotary maintains property for scouting activies, including utilities, insurance, taxes, repair and ground maintenance.”

Raw XML Appendix129 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CINDY RUSSELL
IRS990EZ/BooksInCareOfDetail/PhoneNum09496616969
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt027127 CALLE ARROYO 1925
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JUAN CAPISTRANO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092675
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010152
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0148104
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt092091
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3298
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010152
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0148104
IRS990EZ/GrossReceiptsAmt0196568
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0407
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010152
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0133684
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010152
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0133684
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JERRY NEVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CINDY RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEANNE WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0126830
IRS990EZ/OtherExpensesTotalAmt0199866
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCOUT HUT/COUNCIL - ROTARY MAINTAINS PROPERTY FOR SCOUTING ACTIVIES, INCLUDING UTILITIES, INSURANCE, TAXES, REPAIR AND GROUND MAINTENANCE.
IRS990EZ/ProgramServiceRevenueAmt0104070
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCOUT HUT/COUNCIL - ROTARY MAINTAINS PROPERTY FOR SCOUTING ACTIVITIES, INCLUDING UTILITIES, INSURANCE, TAXES, REPAIR AND GROUND MAINTENANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0199205
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt014420
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0199866
IRS990EZ/TotalProgramServiceExpensesAmt0199205
IRS990EZ/TotalRevenueAmt0196568
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt092091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0100091
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0104477
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0106727
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0206818
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0196568
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010250
IRS990ScheduleA/Total509Grp/TotalAmt0206818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0196568
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010250
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0206818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CREDIT CARD PROCESSING 438 ADVENTURE VAN EXPO 35,206 CAR SHOW 11,317 GOLF TOURNAMENT 869 FUNDRAISER 43,645 FILING FEES 64 ADMINISTRATIVE EXPENSES 159 COMMUNITY SERVICES 13,344 INTERNATIONAL SERVICE 23,445 SCOUT HUT 21,909 YOUTH SERVICE 49,470 TOTAL 199,866
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUITY TRANSFER SJC ROTARY 501(C)(4) 126,830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE TO ROTARY CLUB OF SJC 0 14,420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCOUT HUT/COUNCIL - ROTARY MAINTAINS PROPERTY FOR SCOUTING ACTIVIES, INCLUDING UTILITIES, INSURANCE, TAXES, REPAIR AND GROUND MAINTENANCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09496616969
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JUAN CAPISTRANO ROTARY CLUB
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0882764702
ReturnHeader/Filer/PhoneNum09496616969
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 684
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092593
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953866625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WENGER & BAUER CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027127 CALLE ARROYO STE 1925
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092675
ReturnHeader/PreparerPersonGrp/PhoneNum09496616969
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK E BAUER
ReturnHeader/ReturnTs02025-03-07T18:11:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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