Civic Intelligence

Santa Cruz Rotary Endowment

990 • Fiscal year 2017 • EIN 94-2560310

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 17, 2018

Organization ProfileWWW.SANTACRUZROTARY.COM
PO Box 497Santa Cruz, CA 95061

(831) 438-4490

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

60th percentile

6.8%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-20%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,117,838

Up $71,634 (+6.8%) from 2016

Net Assets

Up

$1,117,838

Up $71,634 (+6.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin80th percentile

Revenue

Down

$77,445

Down $19,175 (-20%) from 2016

Expenses

Down

$59,182

Down $16,215 (-22%) from 2016

Net Income

Down

$18,263

Down $2,960 (-14%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2017

Assets$1,117,838
Liabilities$0
Net Assets$1,117,838
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

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

2017

Revenue$77,445
Expenses$59,182
Net Income$18,263
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 17, 2018
Return Version
2016v3.0
Gross Receipts
$317,713
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$939,041$1,070,008▲ $130,967
Savings and Temporary Cash Investments$105,183$45,685▼ $59,498
Total Assets$1,046,204$1,117,838▲ $71,634
Other Assets Total$1,980$2,145▲ $165
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,046,204$1,117,838▲ $71,634
Total Net Assets Fund Balance$1,046,204$1,117,838▲ $71,634
Total Liabilities and Net Assets / Fund Balance$1,046,204$1,117,838▲ $71,634

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$27,999--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,046,204$32,031▲ $96,403-$1,117,838
2015$1,072,528$14,572▲ $34,501-$1,046,204
2014$1,055,874$27,185▲ $77,817-$1,072,528
2013$885,949$16,786▲ $208,631-$1,055,874
2012$756,794$64,444▲ $127,361-$885,949
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Linda BurroughsChairman
Jim ZennerVice Chairman
Burt ReesTrustee
Charles EldridgeTrustee
Dan AldrichTrustee
George GallucciTrustee
Janet KrassowTrustee
Jim CourtrightTrustee
Keith MckenzieTrustee
Michelle AndersonTrustee
Sam BishopTrustee
Val MackenTrustee
Donna MaurilloSecretary
Ian MackenzieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,031
Program Service Revenue
$0
Investment Income
$45,414
Other Revenue
$0
All Other Contributions
$32,031
Change in Net Assets
$18,263
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,250
Other Expenses$12,932
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$46,250--$46,250
Fees for Service Investment Mgmnt Fees$5,275$5,275-$10,550
Other Expenses$641$641-$1,282
Fees for Services Accounting$550$550-$1,100
Total Functional Expenses$52,716$6,466$0$59,182
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
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
No
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 11B

“A copy of 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

Filer Name
Santa Cruz Rotary Endowment
EIN
94-2560310
Phone
8314384490
Address
PO BOX 497, SANTA CRUZ, CA 95061

Signing Officer

Name
Ian Mackenzie
Title
Treasurer
Phone
8314384490
Signed
2018-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ian Mackenzie
Formed
1981
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

Firm
Petrinovich Pugh & Company Llp
Address
333 WEST SANTA CLARA ST 800, SAN JOSE, CA 95113-1716
Preparer
David Doolin
Phone
4082877911
Raw XML AppendixShowing 400 of 495 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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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SANTA CRUZ ROTARY ENDOWMENT SUPPORTS THE EXEMPT PURPOSES OF ROTARY CLUB OF SANTA CRUZ BY PROVIDING ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO SUPPORT PEOPLE IN THE COMMUNITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A:
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IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SANTA CRUZ ROTARY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt010550
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01046204
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt032031
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01117838
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt046250
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt096403
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt010397
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01072528
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt014572
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01046204
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt065000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034501
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt011098
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01055874
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt027185
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01072528
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt077250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt077817
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt010492
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0885949
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt016786
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01055874
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0208631
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0756794
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt064444
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0885949
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt053750
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0127361
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0707227
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt138302
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt224675
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt333277
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt411464
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt540146
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt622267
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7113804
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt810406
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt910537
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1029904
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1127999
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VARIOUS COMMON STOCK
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CA STATE 6.2% BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2GOLDMAN SACHS CAPITAL II FLOATING PREF
IRS990ScheduleD/OtherSecuritiesGrp/Desc3GDL FUND PFD B
IRS990ScheduleD/OtherSecuritiesGrp/Desc4MICHIGAN STATE 6.95% BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc5CA STATE 7.95% BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc6USB FIXED TO FLOATING PREF SERIES F
IRS990ScheduleD/OtherSecuritiesGrp/Desc7TREASURY BILLS
IRS990ScheduleD/OtherSecuritiesGrp/Desc8CANADIAN PACIFIC RR CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc9MURPHY OIL USA
IRS990ScheduleD/OtherSecuritiesGrp/Desc10US TREASURY INFLATION
IRS990ScheduleD/OtherSecuritiesGrp/Desc11CERTIFICATES OF DEPOSIT
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/OtherSecuritiesGrp/MethodValuationCd10F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01070008
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt046250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ACADEMIC SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt028
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF 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 11B
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/DisregardedEntityName/BusinessNameLine1Txt0SANTA CRUZ ROTARY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0331125601
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE CHARITABLE AND EDUCATIONAL PROGRAMS IN SANTA CRUZ AREA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 497
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095061
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,117,838
Liabilities
$0
Net assets
$1,117,838
Revenue
$77,445
Expenses
$59,182
Net income
$18,263
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