Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
89th percentile
Higher net margin than 89% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
68th percentile
Faster asset growth than 68% of similar nonprofits.
Revenue Growth
71st percentile
Faster revenue growth than 71% of similar nonprofits.
Assets
Up$440,463
Up $57,992 (+15%) from 2013
Net Assets
$440,463
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Up$75,020
Up $11,911 (+19%) from 2013
Expenses
Down$44,760
Down $21,257 (-32%) from 2013
Net Income
Up$30,260
Up $33,168 (+1141%) from 2013
To provide financial assistance for local, national and international nonprofit organizations, and to provide scholarships for needy local students at the post-secondary level.
| Description | Grants | Expenses |
|---|---|---|
| Provided financial support to various community based organizations. | $27,000 | $25,735 |
| Provided support to the Rotary International Foundation. | $8,699 | $8,699 |
| Provided scholarships to needy students graduating from local high schools for attendance at advanced educational institutions. | $7,000 | $7,000 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Kari McGee | Treasurer | PT | $0 | - | - |
| Larry Cardon | Secretary | PT | $0 | - | - |
| Steve Henderson | Director | PT | $0 | - | - |
| Theo Wierdsma | President-Elect | - | $0 | - | - |
| Richard Otto | President | - | $0 | - | - |
| Edward Banks | Director | - | $0 | - | - |
| Ralph Miljanich | Director | - | $0 | - | - |
| Katherine Gallegos | Director | - | $0 | - | - |
| Deutron Kebebew | Director | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Event 1 | $24,449 | $24,449 | $3,629 | $20,820 |
| Event 2 | $21,699 | $21,699 | $4,025 | $17,674 |
| Total Events | $66,799 | $66,799 | $29,030 | $37,769 |
“Class of Activity: grant | Donee's Name: The Rotary Foundation Chicago, IL | Cash Amount Given: $8699”
“Office Expenses $185”
“Investment management fees $3106”
“LICENSE AND FEES $35”
“Accounts Receivable - Beginning $12891 Accounts Receivable - Ending $4412”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Kari McGee |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8317242441 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 579 Auto Center Drive |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | Watsonville |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 95076 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 369580 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 436051 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 21558 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 30260 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 382471 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 440463 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 73871 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 41434 |
| IRS990EZ/GrossReceiptsAmt | 0 | 105342 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 9913 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 382471 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 440463 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 382471 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 440463 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Kari McGee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Larry Cardon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Steve Henderson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Theo Wierdsma |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Richard Otto |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Edward Banks |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Ralph Miljanich |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Katherine Gallegos |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Deutron Kebebew |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | President-Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 12891 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 4412 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 27732 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 3326 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To provide financial assistance for local, national and international nonprofit organizations, and to provide scholarships for needy local students at the post-secondary level. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Provided scholarships to needy students graduating from local high schools for attendance at advanced educational institutions. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Provided support to the Rotary International Foundation. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Provided financial support to various community based organizations. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 7000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 8699 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 27000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 7000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 8699 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 25735 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 30322 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 43549 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 44760 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 42699 |
| IRS990EZ/TotalRevenueAmt | 0 | 75020 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 21558 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 23586 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 23126 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 9084 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3711 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 81065 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 9913 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 9095 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 9949 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 8552 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7256 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 44765 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.64420 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.60570 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 81065 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 21558 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 23586 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 23126 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 9084 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3711 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 81065 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 125830 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 29030 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 3446 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt | 0 | 2558 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt | 0 | 9668 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 15672 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 24449 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 21699 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 20651 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 66799 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 24449 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 21699 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 20651 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 66799 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt | 0 | MineMartyDinner |
| IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt | 0 | PeruMedicAssistance |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 37769 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 144 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 7798 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 3629 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 4025 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt | 0 | 5560 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 5560 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Class of Activity: grant | Donee's Name: The Rotary Foundation Chicago, IL | Cash Amount Given: $8699 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $185 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Investment management fees $3106 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | LICENSE AND FEES $35 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Accounts Receivable - Beginning $12891 Accounts Receivable - Ending $4412 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Assets.1005 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Kari McGee |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-02-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | Watsonville Rotary Endowment |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WATS |
| ReturnHeader/Filer/EIN | 0 | 942577900 |
| ReturnHeader/Filer/PhoneNum | 0 | 8317281434 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | P O Box 282 |
| ReturnHeader/Filer/USAddress/City | 0 | Watsonville |
| ReturnHeader/Filer/USAddress/State | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 95077 |
| ReturnHeader/ReturnTs | 0 | 2015-02-16T08:32:15-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.