Civic Intelligence

Santa Cruz Rotary Endowment

990 • Fiscal year 2021 • EIN 94-2560310

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 19, 2021

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

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

84th percentile

45%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

71st percentile

22%

Faster asset growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

52nd percentile

14%

Faster revenue growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,435,167

Up $262,181 (+22%) from 2020

Net Assets

Up

$1,435,167

Up $262,181 (+22%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin84th percentile

Revenue

Up

$108,340

Up $13,661 (+14%) from 2020

Expenses

Down

$59,900

Down $7,584 (-11%) from 2020

Net Income

Up

$48,440

Up $21,245 (+78%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2021

Assets$1,435,167
Liabilities$0
Net Assets$1,435,167
Open 2021 Filing

Operations Trend

Revenue Growth52nd 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

2021

Revenue$108,340
Expenses$59,900
Net Income$48,440
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 19, 2021
Return Version
2020v4.1
Gross Receipts
$429,675
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$1,152,775$1,366,257▲ $213,482
Cash and Non-Interest-Bearing Accounts$20,211$68,910▲ $48,699
Total Assets$1,172,986$1,435,167▲ $262,181
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,172,986$1,435,167▲ $262,181
Total Net Assets Fund Balance$1,172,986$1,435,167▲ $262,181
Total Liabilities and Net Assets / Fund Balance$1,172,986$1,435,167▲ $262,181

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$44,513--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,172,986$10,265▲ $311,816$6,400$1,435,167
2019$1,152,763$13,325▲ $74,382$5,870$1,172,986
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$10,265
Program Service Revenue
$0
Investment Income
$98,075
Other Revenue
$0
All Other Contributions
$10,265
Change in Net Assets
$48,440
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,250
Other Expenses$13,650
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$46,250--$46,250
Fees for Service Investment Mgmnt Fees$6,400$6,399-$12,799
Fees for Services Accounting-$800-$800
Other Expenses-$16-$16
Total Functional Expenses$52,650$7,250$0$59,900
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 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

“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
2021-08-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ian Mackenzie
Formed
1981
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
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:

“Tax exempt interest 1,689.”

Raw XML AppendixShowing 400 of 500 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.

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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/SupportAmt046250
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF SANTA CRUZ
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt046250
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt07250
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01172986
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010265
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01435167
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt046250
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0311816
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt06400
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt07364
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01152763
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt013325
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01172986
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt054250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt074382
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt05870
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt06265
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01072744
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt016637
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01152763
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt052500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0127651
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt05504
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06131
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01117838
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt025873
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01072744
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt075650
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016945
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt06131
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt010550
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01046204
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt032031
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01117838
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt046250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt096403
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01118935
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt126531
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt256509
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt384353
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt435416
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt544513
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/TotalBookValueSecuritiesAmt01366257
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt046250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ACADEMIC SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt038
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/ExplanationTxt2TAX EXEMPT INTEREST 1,689.
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SANTA CRUZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,435,167
Liabilities
$0
Net assets
$1,435,167
Revenue
$108,340
Expenses
$59,900
Net income
$48,440
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