Civic Intelligence

Rotary Haciendas Inc.

990 • Fiscal year 2014 • EIN 94-2978646

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 07, 2014

Organization ProfileN/A
PO Box 9594401

(650) 328-7000

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.49x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

97th percentile

14.32x

Higher debt load relative to revenue than 97% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M 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 / Assets73rd percentile

Assets

Up

$7,672,469

Up $76,112 (+1.0%) from 2013

Net Assets

Up

$3,920,222

Up $261,985 (+7.2%) from 2013

Liabilities

Down

$3,752,247

Down $185,873 (-4.7%) from 2013

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin100th percentile

Revenue

$261,985

No earlier filing loaded for comparison.

Expenses

Flat

$0

Flat from 2013

Net Income

$261,985

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$15M$10M$5.0M$0Assets 2011: $7,517,406Liabilities 2011: $5,904,796Net Assets 2011: $1,612,6102011Assets 2012: $7,556,376Liabilities 2012: $4,088,747Net Assets 2012: $3,467,6292012Assets 2013: $7,596,357Liabilities 2013: $3,938,120Net Assets 2013: $3,658,2372013Assets 2014: $7,672,469Liabilities 2014: $3,752,247Net Assets 2014: $3,920,2222014Assets 2015: $7,697,228Liabilities 2015: $3,580,549Net Assets 2015: $4,116,6792015Assets 2016: $7,755,066Liabilities 2016: $3,387,644Net Assets 2016: $4,367,4222016Assets 2017: $8,073,844Liabilities 2017: $3,229,245Net Assets 2017: $4,844,5992017Assets 2018: $8,275,734Liabilities 2018: $3,025,697Net Assets 2018: $5,250,0372018Assets 2019: $8,538,093Liabilities 2019: $2,827,473Net Assets 2019: $5,710,6202019Assets 2020: $14,052,224Liabilities 2020: $8,307,439Net Assets 2020: $5,744,7852020Assets 2021: $14,147,935Liabilities 2021: $8,214,669Net Assets 2021: $5,933,2662021Assets 2022: $13,411,122Liabilities 2022: $8,079,479Net Assets 2022: $5,331,6432022Assets 2023: $13,521,898Liabilities 2023: $7,865,644Net Assets 2023: $5,656,2542023Assets 2024: $13,510,198Liabilities 2024: $7,502,033Net Assets 2024: $6,008,1652024

Highlighted filing

2014

Assets$7,672,469
Liabilities$3,752,247
Net Assets$3,920,222
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2011: $02011Expenses 2012: $02012Expenses 2013: $02013Revenue 2014: $261,985Expenses 2014: $0Net Income 2014: $261,9852014Revenue 2015: $210,792Expenses 2015: $0Net Income 2015: $210,7922015Revenue 2016: $287,130Expenses 2016: $0Net Income 2016: $287,1302016Revenue 2017: $371,046Expenses 2017: $0Net Income 2017: $371,0462017Revenue 2018: $397,686Expenses 2018: $0Net Income 2018: $397,6862018Revenue 2019: $410,666Expenses 2019: $12,652Net Income 2019: $398,0142019Revenue 2020: $149,542Expenses 2020: $13,664Net Income 2020: $135,8782020Revenue 2021: $154,665Expenses 2021: $8,278Net Income 2021: $146,3872021Revenue 2022: -$77,050Expenses 2022: $9,384Net Income 2022: -$86,4342022Revenue 2023: $153,570Expenses 2023: $8,330Net Income 2023: $145,2402023Revenue 2024: $126,975Expenses 2024: $8,797Net Income 2024: $118,1782024

Highlighted filing

2014

Revenue$261,985
Expenses$0
Net Income$261,985
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 7, 2014
Return Version
2013v3.0
Gross Receipts
$873,561
Mission and Program Overview

Mission

Corporation owns and supervises the management of an 84 unit low income senior citizen housing development in san mateo, california.

Owning and managing low income senior citizen housing properties in san mateo, ca.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,658,237$3,920,222▲ $261,985
Land, Buildings, and Equipment, Net$3,244,894$3,122,662▼ $122,232
Investments Other Securities$1,680,532$2,052,822▲ $372,290
Other Notes and Loans Receivable, Net$433,725$433,725→ $0
Savings and Temporary Cash Investments$382,456$285,702▼ $96,754
Accounts Receivable$9,025$9,126▲ $101
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$7,596,357$7,672,469▲ $76,112
Other Assets Total$1,845,725$1,768,432▼ $77,293
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,849,792$3,689,379▼ $160,413
Other Liabilities$50,123$49,462▼ $661
Accounts Payable and Accrued Expenses$38,205$13,406▼ $24,799
Total Liabilities$3,938,120$3,752,247▼ $185,873
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,658,237$3,920,222▲ $261,985
Total Liabilities and Net Assets / Fund Balance$7,596,357$7,672,469▲ $76,112

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,951,722$1,162,713-
Other Land Buildings$48,512$23,160-
Land$968,383--
Leasehold Improvements$154,045$78,600-
Other Assets Org$100,042--
Other Securities$2,052,822--
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Tom ThomsonPresident
Michael PetersonVice President
Carol BoesDirector
Dick DelunaDirector
Dick HolmDirector
John DerussyDirector
Kitty LopezDirector
Larry IvichDirector
Mark AvelarDirector
Oscar Lopez-guerraDirector
Peter WebbDirector
Phillip RaiserDirector
Shawn De LunaDirector
Barbara EversSecretary
Tony VillanuevaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$8,577
Other Revenue
$253,408
Change in Net Assets
$261,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$46,026
Prepaid -rent$3,436
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 A, Line 2

“Two members of the board have a family relationship”

Form 990, Part VI, Section B, Line 11

“A copy of form 990 was provided to the board for review before filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
94-2978646
Phone
6503287000

Signing Officer

Name
Anthony Villanueva
Title
Treasurer
Phone
6503287000
Signed
2014-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Anthony Villanueva
Formed
1984
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Preparer
Thomas H Vocker
Phone
6505745000
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015619
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt039602
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt086102
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0864984
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0830765
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0813282
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0787057
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0829640
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt04125728
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08577
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09293
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015619
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt039602
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt086102
IRS990ScheduleA/InvestmentIncomeCYPct00.02040
IRS990ScheduleA/InvestmentIncomePYPct00.02980
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97960
IRS990ScheduleA/PublicSupportPY509Pct00.97020
IRS990ScheduleA/PublicSupportTotal509Amt04125728
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0864984
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0830765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0813282
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0787057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0829640
IRS990ScheduleA/Total509Grp/TotalAmt04125728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0873561
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0840058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0826293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0802676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0869242
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04211830
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01951722
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01162713
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03114435
IRS990ScheduleD/LandGrp/BookValueAmt0968383
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0968383
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0154045
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt078600
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0232645
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01429411
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt122879
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2216100
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3100042
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT IN ROTARY FLORITAS LP
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INTEREST RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RSVR REPLACEMENT QB
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3CONSTRUCTION IN PROGRESS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt048512
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt023160
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt071672
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt046026
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13436
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID -RENT
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02052822
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03122662
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01768432
IRS990ScheduleD/TotalBookValueSecuritiesAmt02052822
IRS990ScheduleD/TotalLiabilityAmt049462
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO MEMBERS OF THE BOARD HAVE A FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 WAS PROVIDED TO THE BOARD FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07596357
IRS990/TotalAssetsEOYAmt07672469
IRS990/TotalAssetsGrp/BOYAmt07596357
IRS990/TotalAssetsGrp/EOYAmt07672469
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03938120
IRS990/TotalLiabilitiesEOYAmt03752247
IRS990/TotalLiabilitiesGrp/BOYAmt03938120
IRS990/TotalLiabilitiesGrp/EOYAmt03752247
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03658237
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03920222
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0611576
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08577
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0253408
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0261985
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07596357
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07672469
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10P O BOX 95
IRS990/USAddress/City0SAN MATEO
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode094401
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
IRS990/WrittenPolicyOrProcedureInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,672,469
Liabilities
$3,752,247
Net assets
$3,920,222
Revenue
$261,985
Expenses
$0
Net income
$261,985
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$7.50$6.01$0.13$0.01$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$7.87$5.66$0.15$0.01$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$8.08$5.33$0.08$0.01$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$8.21$5.93$0.15$0.01$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$8.31$5.74$0.15$0.01$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.54$2.83$5.71$0.41$0.01$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.28$3.03$5.25$0.40$0.00$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.07$3.23$4.84$0.37$0.00$0.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.76$3.39$4.37$0.29$0.00$0.29
2015Detailed filing. Detailed filing data is available for this year.$7.70$3.58$4.12$0.21$0.00$0.21
2014Detailed filing. Detailed filing data is available for this year.$7.67$3.75$3.92$0.26$0.00$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.60$3.94$3.66$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.56$4.09$3.47$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.52$5.90$1.61$0.00