Civic Intelligence

Rotary Haciendas Inc.

990 • Fiscal year 2015 • EIN 94-2978646

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 03, 2015

Organization ProfileN/A
PO Box 95San Mateo, CA 94401

(650) 328-7000

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.47x

Higher debt load relative to assets than 72% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

98th percentile

16.99x

Higher debt load relative to revenue than 98% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

48th percentile

0.3%

Faster asset growth than 48% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-20%

Faster revenue growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$7,697,228

Up $24,759 (+0.3%) from 2014

Net Assets

Up

$4,116,679

Up $196,457 (+5.0%) from 2014

Liabilities

Down

$3,580,549

Down $171,698 (-4.6%) from 2014

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin100th percentile

Revenue

Down

$210,792

Down $51,193 (-20%) from 2014

Expenses

Flat

$0

Flat from 2014

Net Income

Down

$210,792

Down $51,193 (-20%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2015

Assets$7,697,228
Liabilities$3,580,549
Net Assets$4,116,679
Open 2015 Filing

Operations Trend

Revenue Growth14th percentile

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

2015

Revenue$210,792
Expenses$0
Net Income$210,792
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 3, 2015
Return Version
2014v5.0
Gross Receipts
$860,245
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$3,920,222$4,116,679▲ $196,457
Land, Buildings, and Equipment, Net$3,122,662$3,100,311▼ $22,351
Investments Other Securities$2,052,822$2,027,926▼ $24,896
Savings and Temporary Cash Investments$285,702$439,620▲ $153,918
Other Notes and Loans Receivable, Net$433,725$433,725→ $0
Accounts Receivable$9,126$8,357▼ $769
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$7,672,469$7,697,228▲ $24,759
Other Assets Total$1,768,432$1,687,289▼ $81,143
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,689,379$3,513,456▼ $175,923
Other Liabilities$49,462$49,880▲ $418
Accounts Payable and Accrued Expenses$13,406$17,213▲ $3,807
Total Liabilities$3,752,247$3,580,549▼ $171,698
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,920,222$4,116,679▲ $196,457
Total Liabilities and Net Assets / Fund Balance$7,672,469$7,697,228▲ $24,759

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,877,414$1,237,019-
Other Land Buildings$2,721$68,951-
Land$968,383--
Leasehold Improvements$251,793$85,875-
Other Assets Org$254,066--
Other Securities$2,027,926--
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Michael PetersonPresident
Sheila CanzianVice President
Carol BoesDirector
Dick HolmDirector
John DerussyDirector
Larry IvichDirector
Mark AvelarDirector
Oscar Lopez-guerraDirector
Peter WebbDirector
Phillip RaiserDirector
Richard DelunaDirector
Shawn De LunaDirector
Tom ThompsonDirector
Barbara EversSecretary
Tony VillanuevaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$10,919
Other Revenue
$199,873
Change in Net Assets
$210,792
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$47,838
Prepaid -rent$2,042
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 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 B, Line 12C

“The board can from time to time require compliance statements from directors, officers, and certain committee members.”

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

Filer Name
Rotary Haciendas Inc
EIN
94-2978646
Phone
6503287000
Address
PO BOX 95, SAN MATEO, CA 94401

Signing Officer

Name
Anthony Villanueva
Title
Treasurer
Phone
6503287000
Signed
2015-12-03
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

Firm
Vocker Kristofferson and Co Cpas
Address
1700 S EL CAMINO REAL506, SAN MATEO, CA 94402
Preparer
Thomas H Vocker CPA
Phone
6505745000
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IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0849326
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0285702
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0439620
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08577
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09293
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015619
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt057419
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0849326
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0864984
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0830765
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0813282
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0787057
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt04145414
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010919
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08577
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09293
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015619
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt057419
IRS990ScheduleA/InvestmentIncomeCYPct00.01370
IRS990ScheduleA/InvestmentIncomePYPct00.02040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98630
IRS990ScheduleA/PublicSupportPY509Pct00.97960
IRS990ScheduleA/PublicSupportTotal509Amt04145414
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0849326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0864984
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0830765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0813282
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0787057
IRS990ScheduleA/Total509Grp/TotalAmt04145414
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0860245
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0873561
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0840058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0826293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0802676
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04202833
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01877414
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01237019
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03114433
IRS990ScheduleD/LandGrp/BookValueAmt0968383
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0968383
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0251793
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt085875
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0337668
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01429384
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13839
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2254066
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT IN ROTARY FLORITAS LP
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INTEREST RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RSVR REPLACEMENT QB
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02721
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt068951
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt071672
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt047838
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12042
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID -RENT
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02027926
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03100311
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01687289
IRS990ScheduleD/TotalBookValueSecuritiesAmt02027926
IRS990ScheduleD/TotalLiabilityAmt049880
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 BOARD CAN FROM TIME TO TIME REQUIRE COMPLIANCE STATEMENTS FROM DIRECTORS, OFFICERS, AND CERTAIN COMMITTEE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/TotalAssetsBOYAmt07672469
IRS990/TotalAssetsEOYAmt07697228
IRS990/TotalAssetsGrp/BOYAmt07672469
IRS990/TotalAssetsGrp/EOYAmt07697228
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03752247
IRS990/TotalLiabilitiesEOYAmt03580549
IRS990/TotalLiabilitiesGrp/BOYAmt03752247
IRS990/TotalLiabilitiesGrp/EOYAmt03580549
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03920222
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04116679
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0649453
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010919
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0199873
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0210792
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07672469
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07697228
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 95
IRS990/USAddress/CityNm0SAN MATEO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094401
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,697,228
Liabilities
$3,580,549
Net assets
$4,116,679
Revenue
$210,792
Expenses
$0
Net income
$210,792
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