Civic Intelligence

Santa Paula Rotary Scholarship Foundation Incorporated

990 • Fiscal year 2021 • EIN 95-3666739

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 24, 2022

Organization ProfileN/A
PO Box 809Santa Paula, CA 93060

(805) 469-2536

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

74th percentile

30%

Faster asset growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

309%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$781,330

Up $181,788 (+30%) from 2020

Net Assets

Up

$781,330

Up $181,788 (+30%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

Up

$126,792

Up $95,766 (+309%) from 2020

Expenses

Down

$21,501

Down $665 (-3.0%) from 2020

Net Income

Up

$105,291

Up $96,431 (+1088%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$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

2021

Assets$781,330
Liabilities$0
Net Assets$781,330
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$126,792
Expenses$21,501
Net Income$105,291
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 24, 2022
Return Version
2020v4.0
Gross Receipts
$593,934
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$599,542$781,330▲ $181,788
Investments in Publicly Traded Securities$591,202$673,878▲ $82,676
Cash and Non-Interest-Bearing Accounts$7,759$13,354▲ $5,595
Total Assets$599,542$781,330▲ $181,788
Other Assets Total$581$94,098▲ $93,517
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$599,542$781,330▲ $181,788
Total Liabilities and Net Assets / Fund Balance$599,542$781,330▲ $181,788

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$94,098--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
John MarquezPresident
Bob OrlandoDirector
Guy ColeDirector
Jason ColeDirector
Jennifer HeightonDirector
Jenny AranaDirector
John ProcterDirector
Stephanie BecerraDirector
Maria BombaraSecretary
Chris BartelsonTreasurer
Marilyn ApplebyVP / Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$11,831
Program Service Revenue
$0
Investment Income
$114,961
Other Revenue
$0
All Other Contributions
$11,831
Change in Net Assets
$105,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,000
Other Expenses$6,501
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$15,000--$15,000
Fees for Service Investment Mgmnt Fees-$5,266-$5,266
Fees for Services Accounting-$1,200-$1,200
Fees for Services Legal-$35-$35
Total Functional Expenses$15,000$6,501$0$21,501
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
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, Page 6, Part VI, Line 11B

“990 is reviewed by the treasurer prior to filing.”

Form 990, Page 6, Part VI, Line 19

“No other documents available to the public”

Filing and Contact Details

Filer

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

Signing Officer

Name
Chris Bartelson
Title
Treasurer
Phone
8054692536
Signed
2022-01-24

Organization Details

Principal Officer
Chris Bartelson
Voting Board Members
11
Independent Board Members
11
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
Phone
8056505915
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$781,330
Liabilities
$0
Net assets
$781,330
Revenue
$126,792
Expenses
$21,501
Net income
$105,291
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
2021Detailed filing. Detailed filing data is available for this year.$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