Rotary Club Of Santa Rosa Foundation
- Assets
- $2.1m
- Revenue
- $197.7k
- Investments
- $0.0
- Employees
- 0
- Location
- Santa Rosa, CA
- Founding
- 08/1994
- Data as of
- 06/2022
- EIN
- 68-0205619
Organization Overview
Rotary Club Of Santa Rosa Foundation is located in Santa Rosa, CA. The organization was established in 1994. According to its NTEE Classification (S12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rotary Club Of Santa Rosa 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, Rotary Club Of Santa Rosa Foundation generated $197.7k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 12.0% each year . All expenses for the organization totaled $104.8k during the year ending 06/2022. While expenses have increased by 8.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Rotary Club Of Santa Rosa Foundation has awarded 21 individual grants totaling $329,602. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
AWARD GRANTS TO DESERVING NON-PROFIT ORGANIZATIONS, AND SCHOLARSHIPS TO WORTHY STUDENTS IN THE GREATER SANTA ROSA AREA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SUPPORT OTHER NON-PROFIT ORGANIZATIONS AND PROVIDE COLLEGE AND UNIVERSITY SCHOLARSHIPS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sam Mcmillan President | OfficerTrustee | 0 | $0 |
William Hatcher Corres Sec | OfficerTrustee | 0 | $0 |
Paul Hamilton Vice President | OfficerTrustee | 0 | $0 |
Ryan Thomas Secretary | OfficerTrustee | 0 | $0 |
Cecil Humes Treasurer | OfficerTrustee | 0 | $0 |
Tony Roehrick Director | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $132,607 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $132,607 |
| Total Program Service Revenue | $0 |
| Investment income | $65,050 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $197,657 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $76,560 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| 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 | $2,100 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $22,796 |
| Fees for services: Other | $170 |
| Advertising and promotion | $0 |
| Office expenses | $964 |
| 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 | $2 |
| Total functional expenses | $104,798 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $258,144 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| 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 | $1,866,892 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,763 |
| Total assets | $2,126,799 |
| 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 | $0 |
| Net assets with donor restrictions | $2,126,799 |
| 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 | $2,126,799 |
Grants Awarded
Over the last fiscal year, Rotary Club Of Santa Rosa Foundation has awarded $62,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
Santa Rosa, CA PURPOSE: SCHOLARSHIP | $31,000 |
Santa Rosa, CA PURPOSE: SPECIAL PROJECTS | $24,700 |
SR HIGH SCHOOL AG DEP PURPOSE: AG DEPT PROJECTS | $6,300 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Rotary Club Of Santa Rosa Foundation has recieved totaling $33,700.
| Awarding Organization | Amount |
|---|---|
Rotary Club Of Santa Rosa Foundation Santa Rosa, CA PURPOSE: SPECIAL PROJECTS | $24,700 |
Community Foundation Sonoma County Santa Rosa, CA PURPOSE: FOR THE JAMISON MERIT AWARD | $9,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Providence International Enterprises Redding, CA | $2,351,572 | $1,347,826 |
Sunshine Acres Childrens Home Charitable Foundation Inc Mesa, AZ | $38,105,629 | $1,343,815 |
Inter-Mountain Fair Heritage Foundation Mcarthur, CA | $1,211,489 | $1,441,360 |
Milpitas Charity Bingo Inc Milpitas, CA | $2,206,850 | $2,853,560 |
Sheet Metal & Air Conditioning Contractors Of San Diego Industry La Mesa, CA | $61,133 | $681,809 |
The Mariinsky Foundation Of America Inc Phoenix, AZ | $261,174 | $246,717 |
Rotary Club Of San Jose Foundation Inc San Jose, CA | $7,365,594 | $780,293 |
Teamsters Local 986 Charity Fund Inc Covina, CA | $4,606,717 | $331,235 |
Los Altos Rotary Endowment Fund Inc Los Altos, CA | $1,354,199 | $619,008 |
Orange County Parks Foundation Irvine, CA | $6,798,547 | $380,317 |
Rotary Foundation Of Incline Village Incline Village, NV | $93,721 | $392,374 |
Bipoc Support Foundation Escondido, CA | $89,357 | $340,564 |