Liabilities / Assets
13th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
13th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
13th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
92nd percentile
Higher net margin than 92% of similar nonprofits.
Top Officer Pay
35th percentile
Higher top officer pay than 35% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
54th percentile
Faster asset growth than 54% of similar nonprofits.
Revenue Growth
89th percentile
Faster revenue growth than 89% of similar nonprofits.
Assets
Up$1,072,528
Up $16,654 (+1.6%) from 2014
Net Assets
Up$1,072,528
Up $16,654 (+1.6%) from 2014
Liabilities
Flat$0
Flat from 2014
Revenue
Up$178,981
Up $62,724 (+54%) from 2014
Expenses
Up$88,348
Up $32,856 (+59%) from 2014
Net Income
Up$90,633
Up $29,868 (+49%) from 2014
Provide academic and vocational scholarships to local students.
Awarding scholarships to college and vocational students.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | $978,943 | $959,183 | ▼ $19,760 |
| Savings and Temporary Cash Investments | $75,177 | $111,590 | ▲ $36,413 |
| Cash and Non-Interest-Bearing Accounts | $-1 | - | - |
| Total Assets | $1,055,874 | $1,072,528 | ▲ $16,654 |
| Other Assets Total | $1,755 | $1,755 | → $0 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $1,055,874 | $1,072,528 | ▲ $16,654 |
| Total Net Assets Fund Balance | $1,055,874 | $1,072,528 | ▲ $16,654 |
| Total Liabilities and Net Assets / Fund Balance | $1,055,874 | $1,072,528 | ▲ $16,654 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $18,709 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2014 | $1,055,874 | $27,185 | ▲ $77,817 | - | $1,072,528 |
| 2013 | $885,949 | $16,786 | ▲ $208,631 | - | $1,055,874 |
| 2012 | $756,794 | $64,444 | ▲ $127,361 | - | $885,949 |
| 2011 | $746,701 | $4,945 | ▲ $64,875 | - | $756,794 |
| 2010 | $663,194 | $8,566 | ▲ $138,114 | - | $746,701 |
| Name | Title |
|---|---|
| Linda Burroughs | Chairman & Trustee |
| Jim Zenner | Vice Chairman & Trustee |
| Val Macken | Secretary & Trustee |
| Ian Mackenzie | Treasurer & Trustee |
| Burt Rees | Trustee |
| Charles Eldridge | Trustee |
| Dan Aldrich | Trustee |
| Donna Maurillo | Trustee |
| George Gallucci | Trustee |
| Janet Krassow | Trustee |
| Jm Courtright | Trustee |
| Keith Mckenzie | Trustee |
| Lee Courtright | Trustee |
| Michelle Anderson | Trustee |
| Sam Bishop | Trustee |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $77,250 |
| Other Expenses | $11,098 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $48,250 | - | - | $48,250 |
| Grants to Domestic Orgs | $29,000 | - | - | $29,000 |
| Fees for Service Investment Mgmnt Fees | - | $10,579 | - | $10,579 |
| Other Expenses | - | $50 | - | $50 |
| Total Functional Expenses | $77,250 | $11,098 | $0 | $88,348 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Cabrillo College Foundation | Aptos, CA | - | Vocational Scholarships | $23,000 |
| Santa Cruz County Office of Education | Santa Cruz, CA | - | Vocational Scholarships | $4,000 |
| Conservatory of Music Uop | Stockton, CA | - | Vocational Scholarships | $750 |
| Uei College of Santa Cruz | Santa Cruz, CA | - | Vocational Scholarships | $750 |
| American Musical and Dramatic Academy | New York, NY | - | Vocational Scholarships | $500 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“A copy of the form 990 is provided to the governing body for review before it is filed.”
“All governing documents and financial statements are available to the public for inspection upon request.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | AWARDING SCHOLARSHIPS TO COLLEGE AND VOCATIONAL STUDENTS. |
| IRS990/AllOtherContributionsAmt | 0 | 27185 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 0 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | IAN MACKENZIE TREASURER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8313455182 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1438 SOQUEL AVENUE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | SANTA CRUZ |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95062 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | -1 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 27185 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 77250 |
| IRS990/CYInvestmentIncomeAmt | 0 | 151796 |
| IRS990/CYOtherExpensesAmt | 0 | 11098 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 90633 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 88348 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 178981 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | AWARDED 54 SCHOLARSHIPS TO COLLEGE STUDENTS AND 8 VOCATIONAL SCHOLARSHIPS. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 77250 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 10579 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 10579 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | LINDA BURROUGHS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JIM ZENNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | IAN MACKENZIE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | VAL MACKEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | MICHELLE ANDERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DAN ALDRICH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | SAM BISHOP |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JM COURTRIGHT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | LEE COURTRIGHT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | CHARLES ELDRIDGE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | GEORGE GALLUCCI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | JANET KRASSOW |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | DONNA MAURILLO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | KEITH MCKENZIE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | BURT REES |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN & TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE CHAIRMAN & TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREASURER & TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY & TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1981 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 129631 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 15 |
| IRS990/GrantAmt | 0 | 77250 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 48250 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 48250 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 29000 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 29000 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 452945 |
| IRS990/GrossReceiptsAmt | 0 | 502295 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 15 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 22165 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 22165 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 978943 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 959183 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 323314 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | AWARDING SCHOLARSHIPS TO COLLEGE AND VOCATIONAL STUDENTS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1055874 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1072528 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 129631 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 129631 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -73979 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 1755 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 1755 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | OTHER INVESTMENT FEES |
| IRS990/OtherExpensesGrp/Desc | 1 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 469 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 50 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 469 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 50 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | IAN MACKENZIE |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 16786 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 45000 |
| IRS990/PYInvestmentIncomeAmt | 0 | 99471 |
| IRS990/PYOtherExpensesAmt | 0 | 10492 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 60765 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 55492 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 116257 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 90633 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 0 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 75177 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 111590 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd | 0 | 1 |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd | 0 | X |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | 1 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | 0 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | SANTA CRUZ ROTARY ENDOWMENT SUPPORTS THE EXEMPT PURPOSES OF ROTARY CLUB OF SANTA CRUZ BY PROVIDING ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO SUPPORT PEOPLE IN THE COMMUNITY. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART IV, SECTION E, LINE 2A: |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 941393956 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 9 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | ROTARY CLUB OF SANTA CRUZ |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3FuncIntInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 0 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 1.00000 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 11098 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1055874 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 27185 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 1072528 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 77250 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 77817 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 10492 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 885949 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 16786 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1055874 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 45000 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 208631 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 8900 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 756794 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 64444 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 885949 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 53750 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 127361 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 7477 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 746701 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 4945 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 756794 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 52250 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 64875 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 7203 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 663194 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 8566 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 746701 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 56000 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 138114 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 716940 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 40807 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 2 | 26106 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 3 | 29330 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 4 | 28151 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 5 | 12210 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 6 | 42331 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 7 | 21165 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 8 | 23434 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 9 | 18709 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | VARIOUS SECURITIES |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | CA STATE 6.2% BONDS |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | GOLDMAN SACHS FLOATING PR SER D |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 3 | USTN 1.75% BONDS |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 4 | GDL FUND PFD B |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 5 | MICHIGAN STATE 6.95% BONDS |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 6 | CA STATE 7.95% BONDS |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 7 | USB FIXED TO FLOATING PREF SERIES F |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 8 | USB FIXED TO FLOATING PREF SERIES G |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 9 | HCP INC REIT |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 3 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 4 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 5 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 6 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 7 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 8 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 9 | F |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 959183 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 48250 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | ACADEMIC/VOCATIONAL SCHOLARSHIPS |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 55 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 4000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 23000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 500 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 750 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 4 | 750 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | VOCATIONAL SCHOLARSHIPS |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | VOCATIONAL SCHOLARSHIPS |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 2 | VOCATIONAL SCHOLARSHIPS |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 3 | VOCATIONAL SCHOLARSHIPS |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 4 | VOCATIONAL SCHOLARSHIPS |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | SANTA CRUZ COUNTY OFFICE OF EDUCATION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | CABRILLO COLLEGE FOUNDATION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 2 | AMERICAN MUSICAL AND DRAMATIC ACADEMY |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 3 | CONSERVATORY OF MUSIC UOP |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 4 | UEI COLLEGE OF SANTA CRUZ |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 400 ENCINAL STREET |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 6500 SOQUEL DRIVE |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 2 | 211 W 61ST STREET |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 3 | 3601 PACIFIC AVENUE |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 4 | 3050 PAUL SWEET ROAD |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | SANTA CRUZ |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | APTOS |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 2 | NEW YORK |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.