Santa Cruz Rotary Foundation
- Assets
- $594.1k
- Revenue
- $77.2k
- Investments
- $0.0
- Employees
- 0
- Location
- Santa Cruz, CA
- Founding
- Data as of
- 06/2022
- EIN
- 33-1125601
Organization Overview
Santa Cruz Rotary Foundation is located in Santa Cruz, CA. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Santa Cruz Rotary Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Santa Cruz Rotary Foundation generated $77.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (3.3%) each year. All expenses for the organization totaled $67.9k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO ASSIST CHARITABLE, EDUCATIONAL AND SCIENTIFIC PROGRAMS IN THE SANTA CRUZ AREA AND INTERNATIONALLY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE PRIMARY OBJECTIVE OF THE FOUNDATION IS TO SUPPORT CHARITABLE, EDUCATIONAL AND SCIENTIFIC PROGRAMS IN THE SANTA CRUZ AREA. THE FOUNDATION'S BENEVOLENCE AND GRANTS COMMITTEE DISTRIBUTED FUNDS TO VARIOUS LOCAL ORGANIZATIONS THAT FURTHER THIS OBJECTIVE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ian Mackenzie Secretary / Treasurer | OfficerTrustee | 2 | $0 |
Bob Bosso President | OfficerTrustee | 1 | $0 |
Jeanette Pagliaro President Elect | OfficerTrustee | 1 | $0 |
Erik Dybdahl Director | Trustee | 1 | $0 |
Thomas Castillo Director | Trustee | 1 | $0 |
Fred Gawlick Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $2,403 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $88,858 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $91,261 |
| Total Program Service Revenue | $0 |
| Investment income | $13,096 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $18,921 |
| Net Income from Fundraising Events | -$46,085 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $77,193 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $27,560 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $30,030 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $825 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $6,582 |
| Fees for services: Other | $0 |
| Advertising and promotion | $400 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $67,942 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $33,665 |
| Savings and temporary cash investments | $2,993 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $3,395 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $554,056 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $594,109 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $594,109 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $594,109 |
Grants Awarded
Over the last fiscal year, Santa Cruz Rotary Foundation has awarded $23,950 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Santa Cruz, CA PURPOSE: Assist pregnant women in need by providing an environment of health, stability and support. | $15,100 |
Santa Cruz, CA PURPOSE: Reconnect healthy watersheds to vibrant communities. | $8,850 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Santa Cruz Rotary Foundation has recieved totaling $5,200.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $5,200 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Providence Little Company Of Mary Foundation Torrance, CA | $121,035,875 | $18,031,300 |
Cambodian Childrens Fund Santa Monica, CA | $27,120,483 | $15,367,074 |
Xavier College Preparatory High School Palm Desert, CA | $46,603,211 | $9,301,462 |
Vine Street Archive Foundation Beverly Hills, CA | $42,869,625 | $7,457,505 |
Innovate Public Schools San Jose, CA | $9,500,964 | $7,956,314 |
Wadhwani Charitable Foundation Los Altos, CA | $157,667,028 | $40,374,553 |
Action Council Of Monterey County Inc Salinas, CA | $7,887,434 | $8,600,305 |
Napa Valley Vintners Healthy Community Fund St Helena, CA | $32,705,725 | $410,948 |
The Mickelson Foundation Inc La Quinta, CA | $3,360,146 | $7,165,635 |
Gofundme Org Los Altos, CA | $10,664,900 | $15,280,521 |
Opencollective Foundation Walnut, CA | $4,802,160 | $9,335,614 |
Community In Action Ontario, OR | $2,870,959 | $6,588,152 |