Civic Intelligence

Santa Cruz Rotary Endowment

990 • Fiscal year 2012 • EIN 94-2560310

Jul 01, 2011 to Jun 30, 2012 • Filed on May 10, 2013

PO Box 49795061
Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2012 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

50th percentile

1.4%

Faster asset growth than 50% of similar nonprofits.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$756,795

Up $10,094 (+1.4%) from 2011

Net Assets

Up

$756,795

Up $10,094 (+1.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$59,727

Down $3,476 (-5.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $746,701Liabilities 2011: $0Net Assets 2011: $746,7012011Assets 2012: $756,795Liabilities 2012: $0Net Assets 2012: $756,7952012Assets 2013: $885,949Liabilities 2013: $0Net Assets 2013: $885,9492013Assets 2014: $1,055,874Liabilities 2014: $0Net Assets 2014: $1,055,8742014Assets 2015: $1,072,528Liabilities 2015: $0Net Assets 2015: $1,072,5282015Assets 2016: $1,046,204Liabilities 2016: $0Net Assets 2016: $1,046,2042016Assets 2017: $1,117,838Liabilities 2017: $0Net Assets 2017: $1,117,8382017Assets 2018: $1,072,744Liabilities 2018: $0Net Assets 2018: $1,072,7442018Assets 2019: $1,152,763Liabilities 2019: $0Net Assets 2019: $1,152,7632019Assets 2020: $1,172,986Liabilities 2020: $0Net Assets 2020: $1,172,9862020Assets 2021: $1,435,167Liabilities 2021: $0Net Assets 2021: $1,435,1672021Assets 2022: $1,346,749Liabilities 2022: $0Net Assets 2022: $1,346,7492022Assets 2023: $1,383,852Liabilities 2023: $0Net Assets 2023: $1,383,8522023Assets 2024: $1,516,966Liabilities 2024: $300Net Assets 2024: $1,516,6662024Assets 2025: $1,613,337Liabilities 2025: $300Net Assets 2025: $1,613,0372025

Highlighted filing

2012

Assets$756,795
Liabilities$0
Net Assets$756,795

Operations Trend

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $63,2032011Expenses 2012: $59,7272012Expenses 2013: $62,6502013Revenue 2014: $116,257Expenses 2014: $55,492Net Income 2014: $60,7652014Revenue 2015: $178,981Expenses 2015: $88,348Net Income 2015: $90,6332015Revenue 2016: $96,620Expenses 2016: $75,397Net Income 2016: $21,2232016Revenue 2017: $77,445Expenses 2017: $59,182Net Income 2017: $18,2632017Revenue 2018: $125,676Expenses 2018: $87,912Net Income 2018: $37,7642018Revenue 2019: $84,192Expenses 2019: $64,269Net Income 2019: $19,9232019Revenue 2020: $94,679Expenses 2020: $67,484Net Income 2020: $27,1952020Revenue 2021: $108,340Expenses 2021: $59,900Net Income 2021: $48,4402021Revenue 2022: $170,787Expenses 2022: $112,190Net Income 2022: $58,5972022Revenue 2023: $85,667Expenses 2023: $89,549Net Income 2023: -$3,8822023Revenue 2024: $189,232Expenses 2024: $64,800Net Income 2024: $124,4322024Revenue 2025: $135,183Expenses 2025: $137,355Net Income 2025: -$2,1722025

Highlighted filing

2012

Revenue-
Expenses$59,727
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 10, 2013
Return Version
2011v1.5
Gross Receipts
$130,927
Mission and Program Overview

Mission

Provide academic and vocational scholarships to local students.

Major Activities

Activity 2
Awarded 4 scholarships to vocational programs.
Filing and Contact Details

Filer

EIN
94-2560310
Raw XML AppendixShowing 400 of 425 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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IRS990ScheduleD/OtherSecurities/Description0VARIOUS SECURITIES
IRS990ScheduleD/OtherSecurities/Description1CA STATE 6.2% BONDS
IRS990ScheduleD/OtherSecurities/Description2CA STATE 7.5% BONDS
IRS990ScheduleD/OtherSecurities/Description3GOLDMAN SACHS FLOATING PR SER D
IRS990ScheduleD/OtherSecurities/Description4UST BONDS 6.625%
IRS990ScheduleD/OtherSecurities/Description5USTN 1.75% BONDS
IRS990ScheduleD/OtherSecurities/Description6VANGUARD HIGH YIELD CORP FUND INVESTOR CLS
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IRS990ScheduleO/GeneralExplanation/Explanation0A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation1ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation2NET UNREALIZED GAINS ON INVESTMENTS: 7,199.
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0942560310

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.00$1.61$0.14$0.14$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.19$0.06$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.09$0.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.17$0.11$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.11$0.06$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08$0.06$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.13$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.08$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.10$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.18$0.09$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.12$0.06$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.06