Civic Intelligence

Santa Cruz Rotary Endowment

990 • Fiscal year 2025 • EIN 94-2560310

Jul 01, 2024 to Jun 30, 2025 • Filed on Sep 19, 2025

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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

32nd percentile

-1.6%

Higher net margin than 32% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$12,000

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

58th percentile

6.4%

Faster asset growth than 58% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

9th percentile

-29%

Faster revenue growth than 9% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$1,613,337

Up $96,371 (+6.4%) from 2024

Net Assets

Up

$1,613,037

Up $96,371 (+6.4%) from 2024

Liabilities

Flat

$300

Flat from 2024

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin32nd percentile

Revenue

Down

$135,183

Down $54,049 (-29%) from 2024

Expenses

Up

$137,355

Up $72,555 (+112%) from 2024

Net Income

Down

-$2,172

Down $126,604 (-102%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2025

Assets$1,613,337
Liabilities$300
Net Assets$1,613,037
Open 2025 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

2025

Revenue$135,183
Expenses$137,355
Net Income-$2,172
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 19, 2025
Return Version
2024v5.2
Gross Receipts
$564,448
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 in Publicly Traded Securities$1,382,797$1,476,598▲ $93,801
Cash and Non-Interest-Bearing Accounts$134,169$136,739▲ $2,570
Total Assets$1,516,966$1,613,337▲ $96,371
Liabilities
Other Liabilities$300$300→ $0
Total Liabilities$300$300→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,516,666$1,613,037▲ $96,371
Total Net Assets Fund Balance$1,516,666$1,613,037▲ $96,371
Total Liabilities and Net Assets / Fund Balance$1,516,966$1,613,337▲ $96,371

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,516,966$67,935▲ $165,791$9,784$1,613,337
2023$1,383,852$37,650▲ $160,264$7,132$1,516,966
2022$1,346,749$23,835▲ $102,817$6,748$1,383,852
2021$1,435,167$65,353▼ $41,581$7,416$1,346,749
2020$1,172,986$10,265▲ $311,816$6,400$1,435,167
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleOtherTotal
Ian MackenzieTreasurer$12,000$12,000

Board Members and Trustees

NameTitle
Linda BurroughsChairman
Jim ZennerVice Chairman
Annie AscheTrustee
Blaine BrokawTrustee
Bob BossoTrustee
Burt ReesTrustee
Charles EldridgeTrustee
Jack RitcheyTrustee
Janet KrassowTrustee
Jim CourtrightTrustee
John BurroughsTrustee
Krista SnellingTrustee
Val MackenTrustee
Donna MaurilloSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$67,935
Program Service Revenue
$0
Investment Income
$67,248
Other Revenue
$0
All Other Contributions
$67,935
Change in Net Assets
$-2,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$116,432
Other Expenses$20,923
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$80,000--$80,000
Grants to Domestic Orgs$36,432--$36,432
Fees for Service Investment Mgmnt Fees$9,784$9,784-$19,568
Fees for Services Accounting-$1,250-$1,250
Other Expenses-$30-$30
Total Functional Expenses$126,216$11,139$0$137,355
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cabrillo College Foundation-501(c)(3)Vocational Scholarships$30,800
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Rotary Club of Santa Cruz$300
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
2025-09-19
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
Address
749 37TH AVENUE, SANTA CRUZ, CA 95062
Preparer
Cristian Gonzalez
Phone
8314257676
Supplemental Narrative

Financial Statement Notes

Part V, Line 4

“The intended use of the endowment funds is to maintain support for future academic and vocational scholarships to students in the santa cruz county.”

Raw XML AppendixShowing 400 of 493 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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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
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/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
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/ExplanationTxt2THE MEMBERS OF THE SUPPORTING ORGANIZATION SERVE ON THE BOARD OF THE ORGANIZATION. THE ORGANIZATION AND ITS SUPPORTING ORGANIZATION HAVE THE SAME TREASURER ON THEIR RESPECTIVE BOARDS. FURTHERMORE, THE MEMBERS OF THE SUPPORTING ORGANIZATION PROVIDE THE MAJORITY OF SUPPORT TO THE ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3SANTA 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/ExplanationTxt4THE SUPPORTED ORGANIZATION WOULD HAVE ENGAGED IN RAISING MONEY AND PROVIDING ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO STUDENTS IN SANTA CRUZ COUNTY HAD THE ORGANIZATION NOT BEEN IN EXISTENCE. THE SUPPORTED ORGANIZATION'S MAJOR PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE YOUTH LEADERSHIP, AS WELL AS PROVIDING OPPORTUNITIES FOR EDUCATIONAL AND SCIENTIFIC PROGRAMS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART IV, SECTION E, LINE 2B:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0941393956
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0116432
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF SANTA CRUZ
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0116432
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt011139
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01516966
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt067935
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01613337
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0116432
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0165791
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt09784
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08418
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01383852
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt037650
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01516966
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt049250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0160264
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt07132
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07801
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01346749
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt023835
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01383852
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt075000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0102817
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt06748
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt09074
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01435167
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt065353
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01346749
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt095700
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-41581
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt07416
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01172986
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt010265
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01435167
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt046250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0311816
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt06400
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO ROTARY CLUB OF SANTA CRUZ
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO MAINTAIN SUPPORT FOR FUTURE ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO STUDENTS IN THE SANTA CRUZ COUNTY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0300
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt080000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ACADEMIC SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt047
IRS990ScheduleI/RecipientTable/CashGrantAmt030800
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0VOCATIONAL SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CABRILLO COLLEGE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0946121953
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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SANTA CRUZ ROTARY COMMUNITY FUND
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095061
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd195061

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,613,337
Liabilities
$300
Net assets
$1,613,037
Revenue
$135,183
Expenses
$137,355
Net income
-$2,172
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