Civic Intelligence

Santa Paula Rotary Scholarship Foundation Incorporated

EIN 95-3666739 • 501(c)3 • Santa Paula, CA

Profile

To provide a means whereby gifts, devises, and bequests may be collectively and permanently held, managed, and distributed to provide scholarships for worthy and needy students

PO Box 809Santa Paula, CA 93060

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

1st percentile

-372%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

56th percentile

5.7%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

2nd percentile

-86%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$882,362

Up $47,231 (+5.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$882,362

Up $47,231 (+5.7%) from 2024

Revenue

Down

$12,450

Down $75,876 (-86%) from 2024

Expenses

Up

$58,775

Up $4,781 (+8.9%) from 2024

Net Income

Down

-$46,325

Down $80,657 (-235%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $237,507Net Assets 2011: $237,5072011Assets 2012: $267,414Liabilities 2012: $02012Assets 2013: $314,739Net Assets 2013: $314,7392013Assets 2014: $365,628Net Assets 2014: $365,6282014Assets 2015: $378,561Liabilities 2015: $02015Assets 2016: $360,231Net Assets 2016: $360,2312016Assets 2019: $575,568Liabilities 2019: $0Net Assets 2019: $575,5682019Assets 2020: $599,542Liabilities 2020: $0Net Assets 2020: $599,5422020Assets 2021: $781,330Liabilities 2021: $0Net Assets 2021: $781,3302021Assets 2022: $625,515Liabilities 2022: $0Net Assets 2022: $625,5152022Assets 2023: $776,247Liabilities 2023: $0Net Assets 2023: $776,2472023Assets 2024: $835,131Liabilities 2024: $0Net Assets 2024: $835,1312024Assets 2025: $882,362Liabilities 2025: $0Net Assets 2025: $882,3622025

Highlighted filing

2025

Assets$882,362
Liabilities$0
Net Assets$882,362

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $53,156Expenses 2011: $2,545Net Income 2011: $50,6112011Revenue 2012: $56,294Expenses 2012: $18,377Net Income 2012: $37,9172012Revenue 2013: $45,411Expenses 2013: $22,946Net Income 2013: $22,4652013Revenue 2014: $53,848Expenses 2014: $27,732Net Income 2014: $26,1162014Revenue 2015: $70,409Expenses 2015: $27,031Net Income 2015: $43,3782015Revenue 2016: $28,554Expenses 2016: $23,270Net Income 2016: $5,2842016Revenue 2019: $157,760Expenses 2019: $24,472Net Income 2019: $133,2882019Revenue 2020: $31,026Expenses 2020: $22,166Net Income 2020: $8,8602020Revenue 2021: $126,792Expenses 2021: $21,501Net Income 2021: $105,2912021Revenue 2022: $58,656Expenses 2022: $27,852Net Income 2022: $30,8042022Revenue 2023: $116,524Expenses 2023: $30,990Net Income 2023: $85,5342023Revenue 2024: $88,326Expenses 2024: $53,994Net Income 2024: $34,3322024Revenue 2025: $12,450Expenses 2025: $58,775Net Income 2025: -$46,3252025

Highlighted filing

2025

Revenue$12,450
Expenses$58,775
Net Income-$46,325

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.82$0.00$8.82$0.12$0.59$0.46
2024Summary only. Only limited summary data is available for this year.$8.35$0.00$8.35$0.88$0.54$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.76$0.00$7.76$1.17$0.31$0.86
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.26$0.00$6.26$0.59$0.28$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.81$0.00$7.81$1.27$0.22$1.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.00$0.00$6.00$0.31$0.22$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.00$5.76$1.58$0.24$1.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$3.60$0.29$0.23$0.05
2015Summary only. Only limited summary data is available for this year.$3.79$0.00$0.70$0.27$0.43
2014Detailed filing. Detailed filing data is available for this year.$3.66$3.66$0.54$0.28$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$3.15$0.45$0.23$0.22
2012Summary only. Only limited summary data is available for this year.$2.67$0.00$0.56$0.18$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$2.38$0.53$0.03$0.51
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 25, 2020
Return Version
2019v5.0
Gross Receipts
$32,914
Mission and Program Overview

Mission

To provide a means wherby gifts, devises, and bequests may be collectively and permanently held, managed, and distributed to provide scholarships for worthy and needy students

To provide a means whereby gifts, devises, and bequests may be collectively and permanently held, managed, and distributed to provide scholarships for worthy and needy students

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$575,568$599,542▲ $23,974
Investments in Publicly Traded Securities$448,388$591,202▲ $142,814
Cash and Non-Interest-Bearing Accounts$22,603$7,759▼ $14,844
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$575,568$599,542▲ $23,974
Other Assets Total$104,577$581▼ $103,996
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$575,568$599,542▲ $23,974
Total Liabilities and Net Assets / Fund Balance$575,568$599,542▲ $23,974
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bob OrlandoPresident
John MarquezPresident Elect
Carlos JuarezDirector
Chris BartelsonDirector
Guy ColeDirector
Ike IkerdDirector
John ProcterDirector
Marilyn ApplebyDirector
Michele JohnsDirector
Mike MobleyDirector
Maria BombaraSecretary
Jennifer HeightonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,416
Program Service Revenue
$0
Investment Income
$16,610
Other Revenue
$0
All Other Contributions
$14,416
Change in Net Assets
$8,860
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,000
Other Expenses$5,166
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$17,000--$17,000
Fees for Service Investment Mgmnt Fees-$3,905-$3,905
Fees for Services Accounting-$1,200-$1,200
Fees for Services Legal-$51-$51
Other Expenses-$10-$10
Total Functional Expenses$17,000$5,166$0$22,166
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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, Line 11B: Form 990 Review Process

990 is reviewed by the treasurer prior to filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Santa Paula Rotary Scholarship Foundatio
EIN
95-3666739
Phone
8054692536
Address
PO BOX 809, SANTA PAULA, CA 93060

Signing Officer

Name
Jennifer Heighton
Title
Treasurer
Signed
2020-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Heighton
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
29

Preparer

Firm
Lindsay and Company Llp
Address
770 COUNTY SQUARE DR STE 102, VENTURA, CA 93003-5407
Preparer
Thanhien Hien Nguyen CPA
Phone
8056505915
Raw XML AppendixShowing 400 of 427 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/PersonNm0JENNIFER HEIGHTON
IRS990/BooksInCareOfDetail/PhoneNum08054692536
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT ELECT
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
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IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/BOYAmt0104577
IRS990/OtherAssetsTotalGrp/EOYAmt0581
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0REGISTRATION FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010
IRS990/OtherExpensesGrp/TotalAmt010
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JENNIFER HEIGHTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0129073
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt019000
IRS990/PYInvestmentIncomeAmt028687
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt05472
IRS990/PYRevenuesLessExpensesAmt0133288
IRS990/PYTotalExpensesAmt024472
IRS990/PYTotalRevenueAmt0157760
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt08860
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0575568
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0599542
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031868
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt039066
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035741
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014823
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0135914
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt018498
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt028687
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt019198
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt046237
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0-9883
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0102737
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.56950
IRS990ScheduleA/PublicSupportPY509Pct00.54830
IRS990ScheduleA/PublicSupportTotal509Amt0135914
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014416
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039066
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt014823
IRS990ScheduleA/Total509Grp/TotalAmt0135914
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032914
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt081978
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04940
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0238651
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt017000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 IS REVIEWED BY THE TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0575568
IRS990/TotalAssetsEOYAmt0599542
IRS990/TotalAssetsGrp/BOYAmt0575568
IRS990/TotalAssetsGrp/EOYAmt0599542
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014416
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05166
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt017000
IRS990/TotalFunctionalExpensesGrp/TotalAmt022166
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0575568
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0599542
IRS990/TotalProgramServiceExpensesAmt017000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt018498
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-1888
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt031026
IRS990/TotalVolunteersCnt029
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0575568
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0599542
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 809
IRS990/USAddress/CityNm0SANTA PAULA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093060
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z

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