Civic Intelligence

Santa Barbara Rotary Charitable Foundation

990 • Fiscal year 2014 • EIN 95-6060206

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 13, 2015

PO Box 626893160-6268

(805) 963-0571

Siviq Scores

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

Liabilities / Assets

49th percentile

0.04x

Higher debt load relative to assets than 49% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.36x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

76th percentile

17%

Faster asset growth than 76% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

60th percentile

9.3%

Faster revenue growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$521,320

Up $74,648 (+17%) from 2013

Net Assets

$498,155

No earlier filing loaded for comparison.

Liabilities

Up

$23,165

Up $843 (+3.8%) from 2013

Revenue

Up

$63,606

Up $5,414 (+9.3%) from 2013

Expenses

Down

$54,689

Down $905 (-1.6%) from 2013

Net Income

Up

$8,917

Up $6,319 (+243%) from 2013

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $383,930Liabilities 2012: $13,7652012Assets 2013: $446,672Liabilities 2013: $22,3222013Assets 2014: $521,320Liabilities 2014: $23,165Net Assets 2014: $498,1552014Assets 2015: $513,446Liabilities 2015: $24,027Net Assets 2015: $489,4192015Assets 2016: $477,991Liabilities 2016: $21,970Net Assets 2016: $456,0212016Assets 2017: $560,051Liabilities 2017: $30,194Net Assets 2017: $529,8572017Assets 2018: $589,295Liabilities 2018: $15,212Net Assets 2018: $574,0832018Assets 2019: $589,993Liabilities 2019: $16,267Net Assets 2019: $573,7262019Assets 2020: $564,170Liabilities 2020: $10,810Net Assets 2020: $553,3602020Assets 2021: $740,228Liabilities 2021: $3,609Net Assets 2021: $736,6192021Assets 2022: $628,378Liabilities 2022: $3,309Net Assets 2022: $625,0692022Assets 2023: $668,555Liabilities 2023: $2,415Net Assets 2023: $666,1402023Assets 2024: $740,483Liabilities 2024: $2,416Net Assets 2024: $738,0672024Assets 2025: $782,697Liabilities 2025: $2,415Net Assets 2025: $780,2822025

Highlighted filing

2014

Assets$521,320
Liabilities$23,165
Net Assets$498,155

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $53,800Expenses 2012: $63,481Net Income 2012: -$9,6812012Revenue 2013: $58,192Expenses 2013: $55,594Net Income 2013: $2,5982013Revenue 2014: $63,606Expenses 2014: $54,689Net Income 2014: $8,9172014Revenue 2015: $85,146Expenses 2015: $74,158Net Income 2015: $10,9882015Revenue 2016: $69,785Expenses 2016: $58,722Net Income 2016: $11,0632016Revenue 2017: $104,187Expenses 2017: $70,025Net Income 2017: $34,1622017Revenue 2018: $68,955Expenses 2018: $51,521Net Income 2018: $17,4342018Revenue 2019: $87,933Expenses 2019: $50,282Net Income 2019: $37,6512019Revenue 2020: $72,148Expenses 2020: $54,688Net Income 2020: $17,4602020Revenue 2021: $63,618Expenses 2021: $47,440Net Income 2021: $16,1782021Revenue 2022: $85,279Expenses 2022: $49,197Net Income 2022: $36,0822022Revenue 2023: $47,205Expenses 2023: $50,259Net Income 2023: -$3,0542023Revenue 2024: $116,312Expenses 2024: $44,484Net Income 2024: $71,8282024Revenue 2025: $92,410Expenses 2025: $50,195Net Income 2025: $42,2152025

Highlighted filing

2014

Revenue$63,606
Expenses$54,689
Net Income$8,917
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 13, 2015
Return Version
2013v4.0
Gross Receipts
$63,606
Mission and Program Overview

Mission

To obtain & provide funds exclusively for charitable, scientific and educ'l purposes, & to receive gifts & grants of money and property of every kind & to administer the same exclusively for religious, charitable, scientific & literary or educational purposes.

Community & international service & grant making ranging from polio eradication to local food banks & educ'l programs

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$424,350$498,155▲ $73,805
Investments Other Securities$421,027$497,190▲ $76,163
Cash and Non-Interest-Bearing Accounts$25,645$24,130▼ $1,515
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$446,672$521,320▲ $74,648
Liabilities
Other Liabilities$22,322$23,165▲ $843
Total Liabilities$22,322$23,165▲ $843
Net Assets / Fund Balance
Total Net Assets Fund Balance$424,350$498,155▲ $73,805
Total Liabilities and Net Assets / Fund Balance$446,672$521,320▲ $74,648

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$13,659--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$416,099$5,991▲ $81,092-$483,531
2012$361,303$13,367▲ $59,724-$416,099
2011$380,940$3,831▼ $7,518-$361,303
2010$309,354$21,675▲ $65,539-$380,940
2009$267,602$18,004▲ $39,116-$309,354
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tim GamblePresident and Chair
Dan AldrichVice Chair
Colette HadleyDirector
David IrwinDirector
Kathy MckeeDirector
Laurie Counihan-childsDirector
Michael GardnerSecretary
Aaron SpechlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$47,402
Program Service Revenue
$0
Investment Income
$16,204
Other Revenue
$0
All Other Contributions
$26,179
Change in Net Assets
$8,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$53,965
Other Expenses$724
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$49,435--$49,435
Grants to Domestic Individuals$4,530--$4,530
Fees for Services Other-$724-$724
Total Functional Expenses$53,965$724$0$54,689
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
36-1707667-501(c)(4)Polio Eradication and General Humanitarian Aid$6,500
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
ROTARY INT'L - PAUL HARRIS FUNDS$15,137
Foster Children Grants Funds$4,055
Foster Children Holiday Giving Funds$2,000
Rotary Book Funds$1,035
International Grants Funds$905
Polio Plus Funds$33
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The members of the santa barbara rotary charitable foundation shall be those persons who are from time to time members of the rotary club of santa barbara.

Form 990, Part VI, Section A, Line 7A

Members of the governing board are elected by the full membership of the foundation.

Form 990, Part VI, Section A, Line 7B

Any changes to the bylaws must be approved by the membership

Form 990, Part VI, Section B, Line 11

Copy of 990 circulated among members governing board prior to filing.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financials available upon request.

Filing and Contact Details

Filer

EIN
95-6060206
Phone
8059630571

Signing Officer

Name
Aaron Spechler
Title
Treasurer
Phone
8059630571
Signed
2015-02-13

Organization Details

Principal Officer
Aaron Spechler
Formed
1960
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
25
Raw XML Appendix396 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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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt018295
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059724
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0380940
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03831
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0361303
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt015950
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7518
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0309354
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt021675
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0380940
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt015628
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt065539
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0267602
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt018004
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0309354
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt015368
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt039116
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt133
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21035
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt34055
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt415137
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt5905
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FOSTER CHILDREN HOLIDAY GIVING FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1POLIO PLUS FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ROTARY BOOK FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3FOSTER CHILDREN GRANTS FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4ROTARY INT'L - PAUL HARRIS FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5INTERNATIONAL GRANTS FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0483531
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt113659
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FIDELITY INVESTMENTS-ENDOWMENT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIDELITY INVESTMENTS-GENERAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.48300
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0497190
IRS990ScheduleD/TotalLiabilityAmt023165
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt06500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(4)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0POLIO ERADICATION AND GENERAL HUMANITARIAN AID
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10ROTARY INTERNATIONAL AND ITS AFFILIATED ENTITIES
IRS990ScheduleI/RecipientTable/RecipientEIN0361707667
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101560 SHERMAN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/City0EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/State0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode060201
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDS TRANSFERED TO ROTARY INTERNATIONAL CHARITABLE FOUNDATION PERIODICALLY PURSUANT TO LIASON RECOMMENDATIONS AND REPORTED AT OUR CHARITABLE FOUNDATION BOARD MEETINGS. DURING FYE JUNE 30, 2014 $ 6,500 WAS TRANSFERRED, BEING THE ONLY ORGANIZATION TO RECEIVE MORE THAN $ 5,000 DURING THE FISCAL YEAR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF THE SANTA BARBARA ROTARY CHARITABLE FOUNDATION SHALL BE THOSE PERSONS WHO ARE FROM TIME TO TIME MEMBERS OF THE ROTARY CLUB OF SANTA BARBARA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE GOVERNING BOARD ARE ELECTED BY THE FULL MEMBERSHIP OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY CHANGES TO THE BYLAWS MUST BE APPROVED BY THE MEMBERSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPY OF 990 CIRCULATED AMONG MEMBERS GOVERNING BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIALS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0446672
IRS990/TotalAssetsEOYAmt0521320
IRS990/TotalAssetsGrp/BOYAmt0446672
IRS990/TotalAssetsGrp/EOYAmt0521320
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt047402
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0724
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt053965
IRS990/TotalFunctionalExpensesGrp/TotalAmt054689
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022322
IRS990/TotalLiabilitiesEOYAmt023165
IRS990/TotalLiabilitiesGrp/BOYAmt022322
IRS990/TotalLiabilitiesGrp/EOYAmt023165
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0424350
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0498155
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt038362
IRS990/TotalOtherProgSrvcGrantAmt038362
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt053965
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016204
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt063606
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0446672
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0521320
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101933 CLIFF DR SUITE 26
IRS990/USAddress/City0SANTA BARBARA
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode093109
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.SBROTARY.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON SPECHLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08059630571
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10SANTA BARBARA ROTARY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0956060206
ReturnHeader/Filer/PhoneNum08059630571
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 6268
ReturnHeader/Filer/USAddress/City0SANTA BARBARA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0931606268
ReturnHeader/ReturnTs02015-05-12T15:41:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$0.02$7.80$0.92$0.50$0.42
2024Summary only. Only limited summary data is available for this year.$7.40$0.02$7.38$1.16$0.44$0.72
2023Summary only. Only limited summary data is available for this year.$6.69$0.02$6.66$0.47$0.50$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$0.03$6.25$0.85$0.49$0.36
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.40$0.04$7.37$0.64$0.47$0.16
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$0.11$5.53$0.72$0.55$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.16$5.74$0.88$0.50$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.15$5.74$0.69$0.52$0.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.60$0.30$5.30$1.04$0.70$0.34
2016Detailed filing. Detailed filing data is available for this year.$4.78$0.22$4.56$0.70$0.59$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.13$0.24$4.89$0.85$0.74$0.11
2014Detailed filing. Detailed filing data is available for this year.$5.21$0.23$4.98$0.64$0.55$0.09
2013Summary only. Only limited summary data is available for this year.$4.47$0.22$0.58$0.56$0.03
2012Summary only. Only limited summary data is available for this year.$3.84$0.14$0.54$0.63$0.10