Capitola-Aptos Rotary Foundation
- Assets
- $466.1k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Capitola, CA
- Founding
- 04/2003
- Data as of
- 06/2022
- EIN
- 75-2986431
Organization Overview
Capitola-Aptos Rotary Foundation is located in Capitola, CA. The organization was established in 2003. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Capitola-Aptos 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, Capitola-Aptos Rotary Foundation generated $57.0k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.2%) each year. All expenses for the organization totaled $10.9k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (21.5%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO PROMOTE THE IDEALS OF ROTARY - SERVICE ABOVE SELF - BOTH LOCALLY AND GLOBALLY
Describe the Organization's Program Activity:
Part 3
PROVIDED FINANCIAL SUPPORT TO VARIOUS COMMUNITY BASED ORGANIZATIONS.
PROVIDED FINANCIAL SUPPORT TO INTERNATIONAL ORGANIZATIONS, INCLUDING ROTARY INTERNATIONAL AND A SCHOOL SPONSORSHIP IN TANZANIA.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Doug Deaver Director | 1 | $0 | |
Win Fernald Director | 1 | $0 | |
Michele Bassi Director | 1 | $0 | |
Ken Gorman Director | 1 | $0 | |
Mickey Evans Treasurer | 2 | $0 | |
Laura Grinder Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $32,950 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $24,093 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $57,043 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $25 |
| Total expenses | $10,905 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $466,081 |
| Other assets | $0 |
| Total assets | $466,081 |
| Total liabilities | $0 |
| Net assets or fund balances | $466,081 |
Grants Awarded
Over the last fiscal year, Capitola-Aptos Rotary Foundation has awarded $33,360 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
CAPITOLA APTOS ROTARY PURPOSE: LOCAL SERVICE PROJECTS/SCHOLARSHIPS | $18,360 |
UC SANTA CRUZ PURPOSE: EDUCATION - POST GRADUATE | $15,000 |
Endowment Analysis
| Beg. Balance | $435,955 |
| Earnings | $12,282 |
| Ending Balance | $448,237 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Foundation For Global Sports Development Los Angeles, CA | $28,471,591 | $19,690,244 |
Ressler Gertz Foundation Encino, CA | $41,227,955 | $63,459,065 |
Basic Fund Oakland, CA | $23,987,500 | $9,637,782 |
The Roddenberry Foundation Sherman Oaks, CA | $90,372,865 | $11,204,960 |
Scholarship Foundation Of Santa Barbara Santa Barbara, CA | $64,291,323 | $9,987,149 |
Bettye Poetz Ferguson Foundation San Francisco, CA | $18,979,772 | $3,373,943 |
Arizona Private Education Scholarship Fund Inc Scottsdale, AZ | $4,340,429 | $7,500,005 |
Gilead Sciences Foundation Foster City, CA | $126,155,891 | $168,265,797 |
Draper Foundation San Mateo, CA | $195,149,192 | $78,341,825 |
School Choice Arizona Inc Chandler, AZ | $10,615,298 | $8,926,972 |
College Success Arizona Phoenix, AZ | $19,037,884 | $6,349,882 |
Orange Coast College Foundation Costa Mesa, CA | $45,211,375 | $13,270,788 |