Civic Intelligence

Santa Cruz Rotary Endowment

990 • Fiscal year 2019 • EIN 94-2560310

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 22, 2019

Organization ProfileWWW.SANTACRUZROTARY.ORG
PO Box 497Santa Cruz, CA 95061

(831) 345-5182

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

62nd percentile

7.5%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-33%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,152,763

Up $80,019 (+7.5%) from 2018

Net Assets

Up

$1,152,763

Up $80,019 (+7.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin80th percentile

Revenue

Down

$84,192

Down $41,484 (-33%) from 2018

Expenses

Down

$64,269

Down $23,643 (-27%) from 2018

Net Income

Down

$19,923

Down $17,841 (-47%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $746,701Liabilities 2011: $0Net Assets 2011: $746,7012011Assets 2012: $756,795Liabilities 2012: $0Net Assets 2012: $756,7952012Assets 2013: $885,949Liabilities 2013: $0Net Assets 2013: $885,9492013Assets 2014: $1,055,874Liabilities 2014: $0Net Assets 2014: $1,055,8742014Assets 2015: $1,072,528Liabilities 2015: $0Net Assets 2015: $1,072,5282015Assets 2016: $1,046,204Liabilities 2016: $0Net Assets 2016: $1,046,2042016Assets 2017: $1,117,838Liabilities 2017: $0Net Assets 2017: $1,117,8382017Assets 2018: $1,072,744Liabilities 2018: $0Net Assets 2018: $1,072,7442018Assets 2019: $1,152,763Liabilities 2019: $0Net Assets 2019: $1,152,7632019Assets 2020: $1,172,986Liabilities 2020: $0Net Assets 2020: $1,172,9862020Assets 2021: $1,435,167Liabilities 2021: $0Net Assets 2021: $1,435,1672021Assets 2022: $1,346,749Liabilities 2022: $0Net Assets 2022: $1,346,7492022Assets 2023: $1,383,852Liabilities 2023: $0Net Assets 2023: $1,383,8522023Assets 2024: $1,516,966Liabilities 2024: $300Net Assets 2024: $1,516,6662024Assets 2025: $1,613,337Liabilities 2025: $300Net Assets 2025: $1,613,0372025

Highlighted filing

2019

Assets$1,152,763
Liabilities$0
Net Assets$1,152,763
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KExpenses 2011: $63,2032011Expenses 2012: $59,7272012Expenses 2013: $62,6502013Revenue 2014: $116,257Expenses 2014: $55,492Net Income 2014: $60,7652014Revenue 2015: $178,981Expenses 2015: $88,348Net Income 2015: $90,6332015Revenue 2016: $96,620Expenses 2016: $75,397Net Income 2016: $21,2232016Revenue 2017: $77,445Expenses 2017: $59,182Net Income 2017: $18,2632017Revenue 2018: $125,676Expenses 2018: $87,912Net Income 2018: $37,7642018Revenue 2019: $84,192Expenses 2019: $64,269Net Income 2019: $19,9232019Revenue 2020: $94,679Expenses 2020: $67,484Net Income 2020: $27,1952020Revenue 2021: $108,340Expenses 2021: $59,900Net Income 2021: $48,4402021Revenue 2022: $170,787Expenses 2022: $112,190Net Income 2022: $58,5972022Revenue 2023: $85,667Expenses 2023: $89,549Net Income 2023: -$3,8822023Revenue 2024: $189,232Expenses 2024: $64,800Net Income 2024: $124,4322024Revenue 2025: $135,183Expenses 2025: $137,355Net Income 2025: -$2,1722025

Highlighted filing

2019

Revenue$84,192
Expenses$64,269
Net Income$19,923
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 22, 2019
Return Version
2018v3.1
Gross Receipts
$566,090
Mission and Program Overview

Mission

Provide academic and vocational scholarships to local students.

Awarding scholarships to college and vocational students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,028,051$1,148,470▲ $120,419
Accounts Receivable$8,200--
Cash and Non-Interest-Bearing Accounts$34,160$4,293▼ $29,867
Total Assets$1,072,744$1,152,763▲ $80,019
Other Assets Total$2,333$0▼ $2,333
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,072,744$1,152,763▲ $80,019
Total Net Assets Fund Balance$1,072,744$1,152,763▲ $80,019
Total Liabilities and Net Assets / Fund Balance$1,072,744$1,152,763▲ $80,019

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$33,368--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,072,744$16,637▲ $127,651$5,504$1,152,763
2017$1,117,838$25,873▲ $16,945$6,131$1,072,744
2016$1,046,204$32,031▲ $96,403-$1,117,838
2015$1,072,528$14,572▲ $34,501-$1,046,204
2014$1,055,874$27,185▲ $77,817-$1,072,528
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Linda BurroughsChairman
Jim ZennerVice Chairman
Annie AscheTrustee
Burt ReesTrustee
Charles EldridgeTrustee
Dan AldrichTrustee
George GallucciTrustee
Jack RitcheyTrustee
Janet KrassowTrustee
Jim CourtrightTrustee
Keith MckenzieTrustee
Val MackenTrustee
Donna MaurilloSecretary
Ian MackenzieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,637
Program Service Revenue
$0
Investment Income
$67,555
Other Revenue
$0
All Other Contributions
$16,637
Change in Net Assets
$19,923
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,500
Other Expenses$11,769
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$44,000--$44,000
Fees for Service Investment Mgmnt Fees$5,504$5,504-$11,008
Grants to Domestic Orgs$8,500--$8,500
Fees for Services Accounting-$700-$700
Other Expenses-$1-$1
Total Functional Expenses$58,004$6,265$0$64,269
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cabrillo College Foundation-501(c)(3)Vocational Scholarships$6,000
Santa Cruz County Office of Education-501(c)(1)Vocational Scholarships$2,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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 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

“A copy of form 990 is provided to the governing body for review before it is filed.”

Form 990, Part VI, Section C, Line 19

“All governing documents and financial statements are available to the public for inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Santa Cruz Rotary Endowment
EIN
94-2560310
Phone
8313455182
Address
PO BOX 497, SANTA CRUZ, CA 95061

Signing Officer

Name
Ian Mackenzie
Title
Treasurer
Phone
8313455182
Signed
2019-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ian Mackenzie
Formed
1981
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

Firm
Seghetti Waxler Castillo & Gonzalez
Address
2425 PORTER STREET 12, SOQUEL, CA 95073
Preparer
Cristian Gonzalez
Phone
8314257676
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Accrued interest adjustment -12,668.”

Raw XML AppendixShowing 400 of 508 raw XML fields

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/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt08200
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0AWARDING SCHOLARSHIPS TO COLLEGE AND VOCATIONAL STUDENTS.
IRS990/AllOtherContributionsAmt016637
IRS990/BooksInCareOfDetail/PersonNm0IAN MACKENZIE
IRS990/BooksInCareOfDetail/PhoneNum08313455182
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01438 SOQUEL AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA CRUZ
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095062
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt034160
IRS990/CashNonInterestBearingGrp/EOYAmt04293
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt016637
IRS990/CYGrantsAndSimilarPaidAmt052500
IRS990/CYInvestmentIncomeAmt067555
IRS990/CYOtherExpensesAmt011769
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt019923
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt064269
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt084192
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0AWARDED ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO LOCAL STUDENTS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt058004
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0700
IRS990/FeesForServicesAccountingGrp/TotalAmt0700
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05504
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt05504
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011008
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0LINDA BURROUGHS
IRS990/Form990PartVIISectionAGrp/PersonNm1ANNIE ASCHE
IRS990/Form990PartVIISectionAGrp/PersonNm2IAN MACKENZIE
IRS990/Form990PartVIISectionAGrp/PersonNm3DAN ALDRICH
IRS990/Form990PartVIISectionAGrp/PersonNm4JACK RITCHEY
IRS990/Form990PartVIISectionAGrp/PersonNm5JIM COURTRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm6CHARLES ELDRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm7GEORGE GALLUCCI
IRS990/Form990PartVIISectionAGrp/PersonNm8JANET KRASSOW
IRS990/Form990PartVIISectionAGrp/PersonNm9VAL MACKEN
IRS990/Form990PartVIISectionAGrp/PersonNm10DONNA MAURILLO
IRS990/Form990PartVIISectionAGrp/PersonNm11KEITH MCKENZIE
IRS990/Form990PartVIISectionAGrp/PersonNm12BURT REES
IRS990/Form990PartVIISectionAGrp/PersonNm13JIM ZENNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt043687
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt052500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt044000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt044000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt08500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt08500
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0525585
IRS990/GrossReceiptsAmt0566090
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt023868
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023868
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01028051
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01148470
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0481898
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO LOCAL STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01072744
IRS990/NetAssetsOrFundBalancesEOYAmt01152763
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt043687
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt043687
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt072764
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02333
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-12668
IRS990/OtherExpensesGrp/Desc0CA FILING FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt060
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11
IRS990/OtherExpensesGrp/TotalAmt060
IRS990/OtherExpensesGrp/TotalAmt11
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0IAN MACKENZIE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt025873
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt075650
IRS990/PYInvestmentIncomeAmt099803
IRS990/PYOtherExpensesAmt012262
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt037764
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt087912
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0125676
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt019923
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE BOARD REVIEWS THE SUPPORTED ORGANIZATION'S MONTHLY FINANCIAL STATEMENTS AND THE ANNUAL FORM 990. THE PRIMARY SOURCE OF PUBLIC SUPPORT COMES FROM MEMBERSHIP FEES. THE SUPPORTED ORGANIZATION DOES NOT HAVE ANY INVESTMENT INCOME, OTHER THAN NOMINAL INTEREST INCOME FROM A TRADITIONAL SAVINGS ACCOUNT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE BOARD HAS MEMBERS ON THE BOARD OF THE SUPPORTED ORGANIZATION TO ENSURE THAT FUNDS ARE USED EXCLUSIVELY FOR PURPOSES DESCRIBED IN SECTION 170(C)(2)(B). THE FINANCIAL STATEMENTS ARE REVIEWED ON A MONTHLY BASIS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2SANTA CRUZ ROTARY ENDOWMENT SUPPORTS THE EXEMPT PURPOSES OF THE ROTARY CLUB OF SANTA CRUZ BY PROVIDING ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO SUPPORT PEOPLE IN THE COMMUNITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0941393956
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt052500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF SANTA CRUZ
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt052500
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt06265
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01072744
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt016637
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01152763
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt052500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0127651
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt05504
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06131
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01117838
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt025873
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01072744
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt075650
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016945
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt06131
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt010550
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01046204
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt032031
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01117838
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt046250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt096403
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt010397
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01072528
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt014572
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01046204
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt065000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034501
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt011098
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01055874
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt027185
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01072528
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt077250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt077817
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0871629
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt182336
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt217183
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt330875
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4113079
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt533368
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MUNICIPAL BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2EXCHANGE TRADED FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CORPORATE BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4US TREASURIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc5INVESTMENTS - OTHER
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01148470
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt044000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ACADEMIC SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt035
IRS990ScheduleI/RecipientTable/CashGrantAmt02500
IRS990ScheduleI/RecipientTable/CashGrantAmt16000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0VOCATIONAL SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1VOCATIONAL SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SANTA CRUZ COUNTY OFFICE OF EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CABRILLO COLLEGE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0946002633
IRS990ScheduleI/RecipientTable/RecipientEIN1946121953
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD MEETS MONTHLY TO REVIEW PREVIOUSLY ISSUED GRANTS AND TO DISCUSS PROTENTIAL GRANTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCRUED INTEREST ADJUSTMENT -12,668.
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 XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SANTA CRUZ ROTARY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ROTARY CLUB OF SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0331125601
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1941393956
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE CHARITABLE AND EDUCATIONAL PROGRAMS IN SANTA CRUZ AREA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO AID THE NEEDY AND DISTRESSED
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 497
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 497

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,152,763
Liabilities
$0
Net assets
$1,152,763
Revenue
$84,192
Expenses
$64,269
Net income
$19,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.00$1.61$0.14$0.14$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.19$0.06$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.09$0.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.17$0.11$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.11$0.06$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08$0.06$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.13$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.08$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.10$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.18$0.09$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.12$0.06$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.06