Civic Intelligence

Santa Cruz Rotary Endowment

990 • Fiscal year 2014 • EIN 94-2560310

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 09, 2014

Organization ProfileN/A
PO Box 49795061

(831) 438-4490

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,055,874

Up $169,925 (+19%) from 2013

Net Assets

Up

$1,055,874

Up $169,925 (+19%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin92nd percentile

Revenue

$116,257

No earlier filing loaded for comparison.

Expenses

Down

$55,492

Down $7,158 (-11%) from 2013

Net Income

$60,765

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

2014

Assets$1,055,874
Liabilities$0
Net Assets$1,055,874
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2014

Revenue$116,257
Expenses$55,492
Net Income$60,765
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 9, 2014
Return Version
2013v3.0
Gross Receipts
$276,101
Mission and Program Overview

Mission

Provide academic and vocational scholarships to local students.

Awarding scholarships to college and vocational students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$734,637$978,943▲ $244,306
Savings and Temporary Cash Investments$149,557$75,177▼ $74,380
Cash and Non-Interest-Bearing Accounts-$-1-
Total Assets$885,949$1,055,874▲ $169,925
Other Assets Total$1,755$1,755→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$885,949$1,055,874▲ $169,925
Total Net Assets Fund Balance$885,949$1,055,874▲ $169,925
Total Liabilities and Net Assets / Fund Balance$885,949$1,055,874▲ $169,925

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$21,228--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$885,949$16,786▲ $208,631-$1,055,874
2012$756,794$64,444▲ $127,361-$885,949
2011$746,701$4,945▲ $64,875-$756,794
2010$663,194$8,566▲ $138,114-$746,701
2009$595,111$16,995▲ $111,800-$663,194
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Linda BurroughsPresident & Trustee
Michelle AndersonSecretary & Trustee
Ian MackenzieTreasurer & Trustee
Bill BagnallTrustee
Burt ReesTrustee
Dan AldrichTrustee
Donna MaurilloTrustee
George GallucciTrustee
Jim CourtrightTrustee
Jim ZennerTrustee
Keith MckenzieTrustee
Lee CourtrightTrustee
Mahlon FooteTrustee
Valerie MackenTrustee
William LynchTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$16,786
Program Service Revenue
$0
Investment Income
$99,471
Other Revenue
$0
All Other Contributions
$16,786
Change in Net Assets
$60,765
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$45,000
Other Expenses$10,492
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$45,000--$45,000
Fees for Service Investment Mgmnt Fees-$9,427-$9,427
Other Expenses-$1,065-$1,065
Total Functional Expenses$45,000$10,492$0$55,492
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A copy of the form 990 is provided to the governing body for review before it is filed.”

Form 990, Part VI, Section C, Line 19

“All governing documents and financial statements are available to the public for inspection upon request.”

Filing and Contact Details

Filer

EIN
94-2560310
Phone
8314384490

Signing Officer

Name
Ian Mackenzie
Title
Treasurer
Phone
8314384490
Signed
2014-12-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ian Mackenzie
Formed
1981
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Preparer
Frank Minuti
Phone
8314236500
Raw XML AppendixShowing 400 of 466 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/CYEndwmtFundGrp/BeginningYearBalanceAmt0885949
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt016786
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01055874
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt045000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0208631
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08900
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0756794
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt064444
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0885949
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt053750
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0127361
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07477
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0746701
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04945
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0756794
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt052250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt064875
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt07203
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0663194
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt08566
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0746701
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt056000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0138114
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt06587
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0595111
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt016995
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0663194
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt054125
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0111800
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0731028
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt142187
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt226247
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt329912
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt428168
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt512127
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt642730
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt721195
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt824121
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt921228
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VARIOUS SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CA STATE 6.2% BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2GOLDMAN SACHS FLOATING PR SER D
IRS990ScheduleD/OtherSecuritiesGrp/Desc3USTN 1.75% BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4GDL FUND PFD B
IRS990ScheduleD/OtherSecuritiesGrp/Desc5MICHIGAN STATE 6.95% BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc6CA STATE 7.95% BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc7USB FIXED TO FLOATING PREF SERIES F
IRS990ScheduleD/OtherSecuritiesGrp/Desc8USB FIXED TO FLOATING PREF SERIES G
IRS990ScheduleD/OtherSecuritiesGrp/Desc9HCP INC REIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0978943
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt045000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ACADEMIC SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt048
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10ROTARY CLUB OF SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941393956
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO AID THE NEEDY AND DISTRESSED
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10PO BOX 497
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode095061
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0885949
IRS990/TotalAssetsEOYAmt01055874
IRS990/TotalAssetsGrp/BOYAmt0885949
IRS990/TotalAssetsGrp/EOYAmt01055874

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,055,874
Liabilities
$0
Net assets
$1,055,874
Revenue
$116,257
Expenses
$55,492
Net income
$60,765
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