Civic Intelligence

Santa Ynez Valley Rotary Foundation

EIN 77-0384501 • 501(c)3 • Solvang, CA

Profile

The mission of the santa ynez valley rotary club foundation is to benefit charitable programs both locally and internationally. And elsewhere, specifically including but not limited to education scholarships; community projects; programs for youth, senior citizens, mentally and physically disadvantaged; and other health and humanity needs.

PO Box 121Solvang, CA 93463

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

43rd percentile

-0.9%

Higher net margin than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

53rd percentile

-0.1%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-65%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$459,565

Up $22,519 (+5.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$459,565

Up $22,519 (+5.2%) from 2023

Revenue

Up

$71,276

Up $20,310 (+40%) from 2023

Expenses

Up

$65,696

Up $14,256 (+28%) from 2023

Net Income

Up

$5,580

Up $6,054 (+1277%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2012: $155,792Liabilities 2012: $02012Assets 2013: $177,096Liabilities 2013: $0Net Assets 2013: $177,0962013Assets 2014: $178,103Liabilities 2014: $0Net Assets 2014: $178,1032014Assets 2015: $218,236Liabilities 2015: $0Net Assets 2015: $218,2362015Assets 2016: $239,571Liabilities 2016: $0Net Assets 2016: $239,5712016Assets 2017: $275,962Liabilities 2017: $0Net Assets 2017: $275,9622017Assets 2018: $290,805Liabilities 2018: $0Net Assets 2018: $290,8052018Assets 2019: $334,465Liabilities 2019: $0Net Assets 2019: $334,4652019Assets 2020: $349,454Liabilities 2020: $02020Assets 2021: $332,354Liabilities 2021: $0Net Assets 2021: $332,3542021Assets 2022: $437,520Liabilities 2022: $0Net Assets 2022: $437,5202022Assets 2023: $437,046Liabilities 2023: $0Net Assets 2023: $437,0462023Assets 2024: $459,565Liabilities 2024: $0Net Assets 2024: $459,5652024

Highlighted filing

2024

Assets$459,565
Liabilities$0
Net Assets$459,565

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $38,137Expenses 2012: $34,352Net Income 2012: $3,7852012Revenue 2013: $56,933Expenses 2013: $35,629Net Income 2013: $21,3042013Revenue 2014: $35,415Expenses 2014: $34,408Net Income 2014: $1,0072014Revenue 2015: $65,650Expenses 2015: $25,517Net Income 2015: $40,1332015Revenue 2016: $66,715Expenses 2016: $45,380Net Income 2016: $21,3352016Revenue 2017: $80,254Expenses 2017: $43,863Net Income 2017: $36,3912017Revenue 2018: $54,477Expenses 2018: $39,634Net Income 2018: $14,8432018Revenue 2019: $106,295Expenses 2019: $62,635Net Income 2019: $43,6602019Revenue 2020: $92,089Expenses 2020: $77,100Net Income 2020: $14,9892020Revenue 2021: $11,965Expenses 2021: $29,065Net Income 2021: -$17,1002021Revenue 2022: $145,795Expenses 2022: $40,629Net Income 2022: $105,1662022Revenue 2023: $50,966Expenses 2023: $51,440Net Income 2023: -$4742023Revenue 2024: $71,276Expenses 2024: $65,696Net Income 2024: $5,5802024

Highlighted filing

2024

Revenue$71,276
Expenses$65,696
Net Income$5,580

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 6, 2025
Return Version
2023v6.0
Gross Receipts
$204,218
Mission and Program Overview

Mission

To provide funding for various charities, both locally and internationally. The programs specifically include but are not limited to educational support, scholarships, community projects, programs for youth, senior citizens, mentally and physically disadvantages and other health and humanitarian needs.

The mission of the santa ynez valley rotary club foundation is to benefit charitable programs both locally and internationally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$437,046$459,565▲ $22,519
Investments in Publicly Traded Securities$334,899$345,339▲ $10,440
Cash and Non-Interest-Bearing Accounts$102,147$114,226▲ $12,079
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$437,046$459,565▲ $22,519
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$437,046$459,565▲ $22,519
Total Liabilities and Net Assets / Fund Balance$437,046$459,565▲ $22,519

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$18,873$18,873
Land$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$342,967$5,651▲ $11,387-$345,340
2022$233,713$111,334▲ $14,628-$342,967
2021$218,126$0▲ $30,767-$233,713
2020$213,614$0▲ $18,157-$218,126
2019$193,864$23,388▲ $9,317-$213,614
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joseph DuganPresident
Greg PensaVice-president
Randy JonesDirector
Tammy WestwoodDirector
Paul MatthiesSecretary
David WyattTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,094
Program Service Revenue
$0
Investment Income
$9,489
Other Revenue
$-6,307
All Other Contributions
$74,400
Change in Net Assets
$5,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,971
Other Expenses$4,725
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,971--$60,971
Fees for Service Investment Mgmnt Fees$0$2,646$0$2,646
Fees for Services Accounting$0$1,250$0$1,250
Office Expenses$0$759$0$759
Other Expenses$0$70$0$70
Total Functional Expenses$60,971$4,725$0$65,696
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Solvang Senior CenterSolvang, CA-New Facility$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$93,745
Fundraising Gross Income$87,438
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
4th of July Fireworks show$158,938$87,438$41,828$45,610
Total Events$158,938$87,438$93,745$-6,307
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
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
Filing and Contact Details

Filer

Filer Name
Santa Ynez Valley Rotary Foundation
EIN
77-0384501
Phone
8054514339
Address
PO BOX 121, SOLVANG, CA 93463

Signing Officer

Name
Joseph Dugan
Title
President
Phone
8054514339
Signed
2025-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Dugan
Formed
1994
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Verva Enoch CPA
Address
437 Kendale Pl, Buellton, CA 93427
Preparer
Verva a Enoch
Phone
8054514339
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The return was reviewed by the Boards President prior to signing.

Pt VI, Line 19

The organizations governing documents are available to the public upon request.

Financial Statement Notes

Pt V, Line 4

The endowment fund was created and established by the santa ynez valley rotary club foundation for the sole purpose of providing additional financial support to designated charitable programs.

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IRS990ScheduleA/PublicSupportCY509Pct00.82610
IRS990ScheduleA/PublicSupportPY509Pct00.87770
IRS990ScheduleA/PublicSupportTotal509Amt0439178
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt037600
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt05200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01600
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt044400
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt037000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt042000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0161883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0131541
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01652
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0117788
IRS990ScheduleA/Total509Grp/TotalAmt0483578
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0531644
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt02646
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0342967
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05651
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0345340
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt012019
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt011387
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02408
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0233713
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0111334
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0342967
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt014300
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014628
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02824
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0218126
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0233713
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt012356
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030767
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02673
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0213614
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0218126
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt010972
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt018157
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02086
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0193864
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt023388
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0213614
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt010869
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09317
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt018873
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018873
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND WAS CREATED AND ESTABLISHED BY THE SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION FOR THE SOLE PURPOSE OF PROVIDING ADDITIONAL FINANCIAL SUPPORT TO DESIGNATED CHARITABLE PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt071500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt071500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt093745
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt044493
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt044493
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm04th of July Fireworks show
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01924
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01924
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0158938
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0158938
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt087438
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt087438
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-6307
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041828
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt041828
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05500
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0NEW FACILITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOLVANG SENIOR CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0770236226
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01745 MISSION DR STE A
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SOLVANG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093463
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REQUESTS A REPORT BACK OF THE USE OF FUNDS AND HOW THEY WERE EXPENDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The return was reviewed by the Boards President prior to signing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organizations governing documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY CLUB OF SANTA YNEZ VALLEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237406964
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVICE ORG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 121
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SOLVANG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093463
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

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