Civic Intelligence

Santa Maria Breakfast Rotary Foundation

EIN 77-0411125 • 501(c)3 • Orcutt, CA

Profile

NONE

241 S Broadway St 201Orcutt, CA 93455

www.santamariabreakfastrotary.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

9th percentile

-108%

Higher net margin than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

16th percentile

-66%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

-12%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$51,155

Down $97,603 (-66%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$51,155

Down $97,603 (-66%) from 2024

Revenue

Down

$94,360

Down $12,439 (-12%) from 2024

Expenses

Up

$196,037

Up $91,007 (+87%) from 2024

Net Income

Down

-$101,677

Down $103,446 (-5848%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $88,336Liabilities 2011: $0Net Assets 2011: $88,3362011Assets 2012: $83,550Liabilities 2012: $0Net Assets 2012: $83,5502012Assets 2013: $111,738Liabilities 2013: $0Net Assets 2013: $111,7382013Assets 2014: $111,754Liabilities 2014: $0Net Assets 2014: $111,7542014Assets 2015: $114,539Liabilities 2015: $0Net Assets 2015: $114,5392015Assets 2016: $121,039Liabilities 2016: $0Net Assets 2016: $121,0392016Assets 2017: $124,016Liabilities 2017: $0Net Assets 2017: $124,0162017Assets 2018: $119,296Liabilities 2018: $0Net Assets 2018: $119,2962018Assets 2019: $128,295Liabilities 2019: $0Net Assets 2019: $128,2952019Assets 2020: $123,192Liabilities 2020: $0Net Assets 2020: $123,1922020Assets 2021: $117,134Liabilities 2021: $0Net Assets 2021: $117,1342021Assets 2022: $101,424Liabilities 2022: $0Net Assets 2022: $101,4242022Assets 2023: $143,553Liabilities 2023: $0Net Assets 2023: $143,5532023Assets 2024: $148,758Liabilities 2024: $0Net Assets 2024: $148,7582024Assets 2025: $51,155Liabilities 2025: $0Net Assets 2025: $51,1552025

Highlighted filing

2025

Assets$51,155
Liabilities$0
Net Assets$51,155

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $17,744Expenses 2011: $16,765Net Income 2011: $9792011Revenue 2012: $12,313Expenses 2012: $17,099Net Income 2012: -$4,7862012Revenue 2013: $43,988Expenses 2013: $15,800Net Income 2013: $28,1882013Revenue 2014: $21,928Expenses 2014: $21,912Net Income 2014: $162014Revenue 2015: $17,509Expenses 2015: $21,341Net Income 2015: -$3,8322015Revenue 2016: $24,057Expenses 2016: $45,288Net Income 2016: -$21,2312016Revenue 2017: $37,037Expenses 2017: $39,976Net Income 2017: -$2,9392017Revenue 2018: $46,849Expenses 2018: $43,131Net Income 2018: $3,7182018Revenue 2019: $50,177Expenses 2019: $50,787Net Income 2019: -$6102019Revenue 2020: $40,789Expenses 2020: $48,390Net Income 2020: -$7,6012020Revenue 2021: $17,123Expenses 2021: $38,209Net Income 2021: -$21,0862021Revenue 2022: $32,766Expenses 2022: $29,388Net Income 2022: $3,3782022Revenue 2023: $84,199Expenses 2023: $46,948Net Income 2023: $37,2512023Revenue 2024: $106,799Expenses 2024: $105,030Net Income 2024: $1,7692024Revenue 2025: $94,360Expenses 2025: $196,037Net Income 2025: -$101,6772025

Highlighted filing

2025

Revenue$94,360
Expenses$196,037
Net Income-$101,677

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.94$1.96$1.02
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$1.07$1.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.84$0.47$0.37
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.33$0.29$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.17$0.38$0.21
2020Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$0.41$0.48$0.08
2019Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.50$0.51$0.01
2018Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.47$0.43$0.04
2017Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$0.37$0.40$0.03
2016Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.24$0.45$0.21
2015Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.18$0.21$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.22$0.22$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.44$0.16$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.12$0.17$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.18$0.17$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$94,360
Mission and Program Overview

Mission

NONE

Provision of grants to further the humanitarian goals of the organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$148,758$51,155▼ $97,603
Investments Other Securities$60,096$45,279▼ $14,817
Accounts Receivable$17,534$0▼ $17,534
Savings and Temporary Cash Investments$71,128$5,876▼ $65,252
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$148,758$51,155▼ $97,603
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$148,758$51,155▼ $97,603
Total Liabilities and Net Assets / Fund Balance$148,758$51,155▼ $97,603

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$9,505--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Patrick McdermottPresident
Mike GibsonVice President
James ThomasSecretary
Michele R JensenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$92,416
Program Service Revenue
$0
Investment Income
$1,944
Other Revenue
$0
Change in Net Assets
$-101,677
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$186,605
Other Expenses$9,432
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$186,605--$186,605
Information Technology$2,131--$2,131
Fees for Services Accounting$988--$988
Other Expenses$835--$835
Total Functional Expenses$196,037$0$0$196,037
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Maria Breakfast Rotary ClubSanta Maria, CA501 (c)(3)To Defray Expenses of Long-term Capital Projects and Operational Needs of the Santa Maria Breakfast Rotary Club.$153,055
Ernest Righetti High School-santa Maria Joint Union High Schoold DistrictSanta Maria, CA170(c)(1)Scholarship$10,000
SUPPORTING ORCUTT ACADEMY'S ACADEMIC RESOURSE FOUNDATION INC (SOAAR)Santa Maria, CA501 (c)(3)Scholarship$8,000
Pioneer Valley High School-santa Maria Joint Union High School DististrictSanta Maria, CA170(c)(1)Scholarship$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Barn Party and Auction$92,416---
Total Events$92,416---
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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

UPON REQUEST.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Patrick mcdermott - 241 south broadway, ste. 201, santa maria, ca 93455. Michele r. Jensen - 937 e. Main st., ste. 201, santa maria, ca 93454. James thomas - 110 n palisade, santa maria, ca 93454. Mike gibson - 1595 black oak drive, santa maria, ca 93455.

Filing and Contact Details

Filer

Filer Name
Santa Maria Breakfast Rotary Foundation
EIN
77-0411125
Phone
8059258729
Address
241 S BROADWAY ST 201, ORCUTT, CA 93455

Signing Officer

Name
Michele R Jensen
Title
Treasurer
Phone
8059258729
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michele R Jensen
Formed
1996
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Mcdermott & Apkarian Llp
Address
241 SOUTH BROADWAY 201, ORCUTT, CA 93455
Preparer
Patrick D Mcdermott CPA
Phone
8059258729
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/TotalBookValueSecuritiesAmt045279
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt092416
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt092416
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL BARN PARTY AND AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt092416
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt092416
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt08000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt26000
IRS990ScheduleI/RecipientTable/CashGrantAmt3153055
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1170(C)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2170(C)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501 (C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO DEFRAY EXPENSES OF LONG-TERM CAPITAL PROJECTS AND OPERATIONAL NEEDS OF THE SANTA MARIA BREAKFAST ROTARY CLUB.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SUPPORTING ORCUTT ACADEMY'S ACADEMIC RESOURSE FOUNDATION INC (SOAAR)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ERNEST RIGHETTI HIGH SCHOOL-SANTA MARIA JOINT UNION HIGH SCHOOLD DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2PIONEER VALLEY HIGH SCHOOL-SANTA MARIA JOINT UNION HIGH SCHOOL DISTISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SANTA MARIA BREAKFAST ROTARY CLUB
IRS990ScheduleI/RecipientTable/RecipientEIN0453191271
IRS990ScheduleI/RecipientTable/RecipientEIN1770162056
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0500 DYER STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1941 EAST FOSTER ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2675 PANTHER DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 1518
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA MARIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANTA MARIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SANTA MARIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SANTA MARIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093455
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193455
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd293454
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd393456
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PATRICK MCDERMOTT - 241 SOUTH BROADWAY, STE. 201, SANTA MARIA, CA 93455. MICHELE R. JENSEN - 937 E. MAIN ST., STE. 201, SANTA MARIA, CA 93454. JAMES THOMAS - 110 N PALISADE, SANTA MARIA, CA 93454. MIKE GIBSON - 1595 BLACK OAK DRIVE, SANTA MARIA, CA 93455.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0148758
IRS990/TotalAssetsEOYAmt051155
IRS990/TotalAssetsGrp/BOYAmt0148758
IRS990/TotalAssetsGrp/EOYAmt051155
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt092416
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0196037
IRS990/TotalFunctionalExpensesGrp/TotalAmt0196037
IRS990/TotalGrossUBIAmt01944
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0148758
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt051155
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0196037
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt094360
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01944
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0148758
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt051155
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0937 E MAIN ST STE 201
IRS990/USAddress/CityNm0SANTA MARIA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093454
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.SANTAMARIABREAKFASTROTARY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE R JENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08059258729
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA MARIA BREAKFAST ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0770411125
ReturnHeader/Filer/PhoneNum08059258729
ReturnHeader/Filer/USAddress/AddressLine1Txt0241 S BROADWAY ST 201
ReturnHeader/Filer/USAddress/CityNm0ORCUTT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093455
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271144439
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCDERMOTT & APKARIAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0241 SOUTH BROADWAY 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORCUTT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093455
ReturnHeader/PreparerPersonGrp/PhoneNum08059258729
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK D MCDERMOTT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-11T18:05:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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