Civic Intelligence

Rotary Haciendas Inc.

990 • Fiscal year 2018 • EIN 94-2978646

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 16, 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

68th percentile

0.37x

Higher debt load relative to assets than 68% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

96th percentile

7.61x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

53rd percentile

2.5%

Faster asset growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

7.2%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$8,275,734

Up $201,890 (+2.5%) from 2017

Net Assets

Up

$5,250,037

Up $405,438 (+8.4%) from 2017

Liabilities

Down

$3,025,697

Down $203,548 (-6.3%) from 2017

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin100th percentile

Revenue

Up

$397,686

Up $26,640 (+7.2%) from 2017

Expenses

Flat

$0

Flat from 2017

Net Income

Up

$397,686

Up $26,640 (+7.2%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2018

Assets$8,275,734
Liabilities$3,025,697
Net Assets$5,250,037
Open 2018 Filing

Operations Trend

Revenue Growth59th 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

2018

Revenue$397,686
Expenses$0
Net Income$397,686
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 16, 2018
Return Version
2017v2.3
Gross Receipts
$1,040,088
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$4,844,599$5,250,037▲ $405,438
Land, Buildings, and Equipment, Net$2,860,403$2,970,583▲ $110,180
Investments Other Securities$2,584,150$2,845,600▲ $261,450
Savings and Temporary Cash Investments$690,585$488,866▼ $201,719
Other Notes and Loans Receivable, Net$375,656$375,656→ $0
Accounts Receivable$23,004$24,489▲ $1,485
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$8,073,844$8,275,734▲ $201,890
Other Assets Total$1,540,046$1,570,540▲ $30,494
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,139,153$2,931,314▼ $207,839
Other Liabilities$50,445$52,393▲ $1,948
Accounts Payable and Accrued Expenses$39,647$41,990▲ $2,343
Total Liabilities$3,229,245$3,025,697▼ $203,548
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,844,599$5,250,037▲ $405,438
Total Liabilities and Net Assets / Fund Balance$8,073,844$8,275,734▲ $201,890

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,002,200$1,695,199-
Other Land Buildings$0$81,952-
Land$968,383--
Other Assets Org$137,007--
Other Securities$2,845,600--
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Tony VillanuevaPresident
Clark FunkhouserDirector
Gary HuntDirector
John DerussyDirector
Michael PetersonDirector
Peter WebbDirector
Phillip RaiserDirector
Shawn De LunaDirector
Sheila CanzianDirector
Tom DoorDirector
Tom HueningDirector
Tom ThompsonDirector
Richard BennettSecretary
Juan RaigozaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$118,718
Other Revenue
$278,968
Change in Net Assets
$397,686
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$50,193
Prepaid -rent$1,345
Housing Authority Payable$855
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 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
2018-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juan Raigoza
Formed
1984
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

Firm
Vocker Kristofferson and Co Cpas
Address
1700 S EL CAMINO REAL506, SAN MATEO, CA 94402
Preparer
Michael Kim CPA
Phone
6505745000
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0690585
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0488866
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt091967
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt087666
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt054168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08577
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0253297
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0921370
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0898271
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0856041
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0849326
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0864984
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt04389992
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt091967
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt087666
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt054168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010919
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08577
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0253297
IRS990ScheduleA/InvestmentIncomeCYPct00.05460
IRS990ScheduleA/InvestmentIncomePYPct00.03820
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94540
IRS990ScheduleA/PublicSupportPY509Pct00.96180
IRS990ScheduleA/PublicSupportTotal509Amt04389992
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0921370
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0898271
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0856041
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0849326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0864984
IRS990ScheduleA/Total509Grp/TotalAmt04389992
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01013337
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0985937
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0910209
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0860245
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0873561
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04643289
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02002200
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01695199
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03697399
IRS990ScheduleD/LandGrp/BookValueAmt0968383
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0968383
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01429309
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt14224
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2137007
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/Amt050193
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11345
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2855
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID -RENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2HOUSING AUTHORITY PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02845600
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS AND INDEX FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02970583
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01570540
IRS990ScheduleD/TotalBookValueSecuritiesAmt02845600
IRS990ScheduleD/TotalLiabilityAmt052393
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 WAS PROVIDED TO THE BOARD FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD CAN FROM TIME TO TIME REQUIRE COMPLIANCE STATEMENTS FROM DIRECTORS, OFFICERS, AND CERTAIN COMMITTEE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
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/TotalAssetsBOYAmt08073844
IRS990/TotalAssetsEOYAmt08275734
IRS990/TotalAssetsGrp/BOYAmt08073844
IRS990/TotalAssetsGrp/EOYAmt08275734
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03229245
IRS990/TotalLiabilitiesEOYAmt03025697
IRS990/TotalLiabilitiesGrp/BOYAmt03229245
IRS990/TotalLiabilitiesGrp/EOYAmt03025697
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04844599
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05250037
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0642402
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt091967
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0305719
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0397686
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08073844
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08275734
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/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
IRS990/WrittenPolicyOrProcedureInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUAN RAIGOZA

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,275,734
Liabilities
$3,025,697
Net assets
$5,250,037
Revenue
$397,686
Expenses
$0
Net income
$397,686
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
2018Detailed filing. Detailed filing data is available for this year.$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