Civic Intelligence

Rotary Haciendas Inc.

990 • Fiscal year 2017 • EIN 94-2978646

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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

70th percentile

0.40x

Higher debt load relative to assets than 70% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

8.70x

Higher debt load relative to revenue than 96% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

51st percentile

4.1%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

29%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$8,073,844

Up $318,778 (+4.1%) from 2016

Net Assets

Up

$4,844,599

Up $477,177 (+11%) from 2016

Liabilities

Down

$3,229,245

Down $158,399 (-4.7%) from 2016

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin100th percentile

Revenue

Up

$371,046

Up $83,916 (+29%) from 2016

Expenses

Flat

$0

Flat from 2016

Net Income

Up

$371,046

Up $83,916 (+29%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2017

Assets$8,073,844
Liabilities$3,229,245
Net Assets$4,844,599
Open 2017 Filing

Operations Trend

Revenue Growth80th 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

2017

Revenue$371,046
Expenses$0
Net Income$371,046
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$998,308
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$4,367,422$4,844,599▲ $477,177
Land, Buildings, and Equipment, Net$2,973,511$2,860,403▼ $113,108
Investments Other Securities$2,252,384$2,584,150▲ $331,766
Savings and Temporary Cash Investments$379,396$690,585▲ $311,189
Other Notes and Loans Receivable, Net$392,386$375,656▼ $16,730
Accounts Receivable$8,829$23,004▲ $14,175
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$7,755,066$8,073,844▲ $318,778
Other Assets Total$1,748,560$1,540,046▼ $208,514
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,330,168$3,139,153▼ $191,015
Other Liabilities$50,063$50,445▲ $382
Accounts Payable and Accrued Expenses$7,413$39,647▲ $32,234
Total Liabilities$3,387,644$3,229,245▼ $158,399
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,367,422$4,844,599▲ $477,177
Total Liabilities and Net Assets / Fund Balance$7,755,066$8,073,844▲ $318,778

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,892,020$1,563,151-
Other Land Buildings$0$81,952-
Land$968,383--
Other Assets Org$92,129--
Other Securities$2,584,150--
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Sheila CanzianPresident
Carol BoesDirector
Clark FunkhouserDirector
Dick HolmDirector
John DerussyDirector
Kristen JensenDirector
Michael PetersonDirector
Peter WebbDirector
Phillip RaiserDirector
Richard BennettDirector
Shawn De LunaDirector
Tom DoorDirector
Tom ThompsonDirector
Tony VillanuevaDirector
Barbara EversSecretary
Juan RaigozaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$100,037
Other Revenue
$271,009
Change in Net Assets
$371,046
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$49,100
Prepaid -rent$1,345
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 11B

“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
Juan Raigoza
Title
Treasurer
Phone
6506699622
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juan Raigoza
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
Michael Kim
Phone
6505745000
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IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt0219676
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0287130
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0287130
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0371046
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0271009
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0283380
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0379396
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0690585
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt087666
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt054168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08577
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09293
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0170623
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0898271
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0856041
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0849326
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0864984
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0830765
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt04299387
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt087666
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt054168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010919
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08577
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09293
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0170623
IRS990ScheduleA/InvestmentIncomeCYPct00.03820
IRS990ScheduleA/InvestmentIncomePYPct00.02230
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96180
IRS990ScheduleA/PublicSupportPY509Pct00.97770
IRS990ScheduleA/PublicSupportTotal509Amt04299387
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0898271
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0856041
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0849326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0864984
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0830765
IRS990ScheduleA/Total509Grp/TotalAmt04299387
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0985937
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0910209
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0860245
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0873561
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0840058
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04470010
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01892020
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01563151
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03455171
IRS990ScheduleD/LandGrp/BookValueAmt0968383
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0968383
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01429332
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt118585
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt292129
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT IN ROTARY FLORITAS LP
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INTEREST RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RSVR REPLACEMENT QB
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt081952
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt081952
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt049100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11345
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID -RENT
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02584150
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS AND INDEX FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02860403
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01540046
IRS990ScheduleD/TotalBookValueSecuritiesAmt02584150
IRS990ScheduleD/TotalLiabilityAmt050445
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 11B
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/TotalAssetsBOYAmt07755066
IRS990/TotalAssetsEOYAmt08073844
IRS990/TotalAssetsGrp/BOYAmt07755066
IRS990/TotalAssetsGrp/EOYAmt08073844
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03387644
IRS990/TotalLiabilitiesEOYAmt03229245
IRS990/TotalLiabilitiesGrp/BOYAmt03387644
IRS990/TotalLiabilitiesGrp/EOYAmt03229245
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04367422
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04844599
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt087666
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0283380
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0371046
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07755066
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08073844
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,073,844
Liabilities
$3,229,245
Net assets
$4,844,599
Revenue
$371,046
Expenses
$0
Net income
$371,046
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
2017Detailed filing. Detailed filing data is available for this year.$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