Civic Intelligence

Santa Barbara Rotary Charitable

EIN 95-6060206 • 501(c)3 • Santa Barbara, CA

Profile

To obtain & provide funds exclusively for charitable, scientific and educ'l purposes, & to receive gifts & grants of money and property of every kind & to administer the same exclusively for religious, charitable, scientific & literary or educational purposes.

PO Box 6268Santa Barbara, CA 93160

www.sbrotary.com

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

55th percentile

0.03x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

56th percentile

5.7%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

17th percentile

-21%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$782,697

Up $42,214 (+5.7%) from 2024

Liabilities

Down

$2,415

Down $1 (-0.0%) from 2024

Net Assets

Up

$780,282

Up $42,215 (+5.7%) from 2024

Operations
Liabilities / Revenue55th percentileNet Margin88th percentile

Revenue

Down

$92,410

Down $23,902 (-21%) from 2024

Expenses

Up

$50,195

Up $5,711 (+13%) from 2024

Net Income

Down

$42,215

Down $29,613 (-41%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$800K$600K$400K$200K$0Assets 2012: $383,930Liabilities 2012: $13,7652012Assets 2013: $446,672Liabilities 2013: $22,3222013Assets 2014: $521,320Liabilities 2014: $23,165Net Assets 2014: $498,1552014Assets 2015: $513,446Liabilities 2015: $24,027Net Assets 2015: $489,4192015Assets 2016: $477,991Liabilities 2016: $21,970Net Assets 2016: $456,0212016Assets 2017: $560,051Liabilities 2017: $30,194Net Assets 2017: $529,8572017Assets 2018: $589,295Liabilities 2018: $15,212Net Assets 2018: $574,0832018Assets 2019: $589,993Liabilities 2019: $16,267Net Assets 2019: $573,7262019Assets 2020: $564,170Liabilities 2020: $10,810Net Assets 2020: $553,3602020Assets 2021: $740,228Liabilities 2021: $3,609Net Assets 2021: $736,6192021Assets 2022: $628,378Liabilities 2022: $3,309Net Assets 2022: $625,0692022Assets 2023: $668,555Liabilities 2023: $2,415Net Assets 2023: $666,1402023Assets 2024: $740,483Liabilities 2024: $2,416Net Assets 2024: $738,0672024Assets 2025: $782,697Liabilities 2025: $2,415Net Assets 2025: $780,2822025

Highlighted filing

2025

Assets$782,697
Liabilities$2,415
Net Assets$780,282
Open 2025 Filing

Operations Trend

Revenue Growth17th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $53,800Expenses 2012: $63,481Net Income 2012: -$9,6812012Revenue 2013: $58,192Expenses 2013: $55,594Net Income 2013: $2,5982013Revenue 2014: $63,606Expenses 2014: $54,689Net Income 2014: $8,9172014Revenue 2015: $85,146Expenses 2015: $74,158Net Income 2015: $10,9882015Revenue 2016: $69,785Expenses 2016: $58,722Net Income 2016: $11,0632016Revenue 2017: $104,187Expenses 2017: $70,025Net Income 2017: $34,1622017Revenue 2018: $68,955Expenses 2018: $51,521Net Income 2018: $17,4342018Revenue 2019: $87,933Expenses 2019: $50,282Net Income 2019: $37,6512019Revenue 2020: $72,148Expenses 2020: $54,688Net Income 2020: $17,4602020Revenue 2021: $63,618Expenses 2021: $47,440Net Income 2021: $16,1782021Revenue 2022: $85,279Expenses 2022: $49,197Net Income 2022: $36,0822022Revenue 2023: $47,205Expenses 2023: $50,259Net Income 2023: -$3,0542023Revenue 2024: $116,312Expenses 2024: $44,484Net Income 2024: $71,8282024Revenue 2025: $92,410Expenses 2025: $50,195Net Income 2025: $42,2152025

Highlighted filing

2025

Revenue$92,410
Expenses$50,195
Net Income$42,215
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$782,697
Liabilities
$2,415
Net assets
$780,282
Revenue
$92,410
Expenses
$50,195
Net income
$42,215
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$0.02$7.80$0.92$0.50$0.42
2024Summary only. Only limited summary data is available for this year.$7.40$0.02$7.38$1.16$0.44$0.72
2023Summary only. Only limited summary data is available for this year.$6.69$0.02$6.66$0.47$0.50$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$0.03$6.25$0.85$0.49$0.36
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.40$0.04$7.37$0.64$0.47$0.16
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$0.11$5.53$0.72$0.55$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.16$5.74$0.88$0.50$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.15$5.74$0.69$0.52$0.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.60$0.30$5.30$1.04$0.70$0.34
2016Detailed filing. Detailed filing data is available for this year.$4.78$0.22$4.56$0.70$0.59$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.13$0.24$4.89$0.85$0.74$0.11
2014Detailed filing. Detailed filing data is available for this year.$5.21$0.23$4.98$0.64$0.55$0.09
2013Summary only. Only limited summary data is available for this year.$4.47$0.22$0.58$0.56$0.03
2012Summary only. Only limited summary data is available for this year.$3.84$0.14$0.54$0.63$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$92,410
Mission and Program Overview

Mission

To obtain & provide funds exclusively for charitable, scientific and educ'l purposes, & to receive gifts & grants of money and property of every kind & to administer the same exclusively for religious, charitable, scientific & literary or educational purposes.

To obtain & provide funds exclusively for charitable, scientific, and educational purposes, & to receive gifts & grants of money & property of every kind & to administer the same exclusively for charitable, scientific, literary, or educational purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$738,067$780,282▲ $42,215
Investments in Publicly Traded Securities$250,000$250,000→ $0
Cash and Non-Interest-Bearing Accounts$11,343$17,059▲ $5,716
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$740,483$782,697▲ $42,214
Other Assets Total$479,140$515,638▲ $36,498
Liabilities
Other Liabilities$2,416$2,415▼ $1
Total Liabilities$2,416$2,415▼ $1
Net Assets / Fund Balance
Total Net Assets Fund Balance$738,067$780,282▲ $42,215
Total Liabilities and Net Assets / Fund Balance$740,483$782,697▲ $42,214

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$746,404-▲ $66,607-$813,011
2023$650,171$1,375▲ $94,858-$746,404
2022$611,754$1,825▲ $68,580-$650,171
2021$723,252$8,271▼ $90,448-$611,754
2020$539,992$5,560▲ $199,270-$723,252
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Robert FatchPresident
Andrew HicksVice President
Aruni BotejuDirector
David SheaDirector
James StretchberryDirector
Van Do-reynosoDirector
Daniel Aldrich IvEx Officio Rep
Kathleen BlakeSecretary
Donald JackTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,532
Program Service Revenue
$0
Investment Income
$66,608
Other Revenue
$1,270
All Other Contributions
$24,532
Change in Net Assets
$42,215
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$47,360
Other Expenses$2,835
Total Fundraising Expense$1,270
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$47,360--$47,360
Fees for Services Accounting-$1,385-$1,385
Advertising--$1,270$1,270
Fees for Services Other-$100-$100
Office Expenses-$80-$80
Total Functional Expenses$47,360$1,565$1,270$50,195
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Foundation for the Art Inc aSanta Barbara, CA-Support of Neurodiverse Artists$6,000
Santa Barbara Meals on WheelsSanta Barbara, CA-Food Delivery for People With Limit$6,000
Natun GuatemalaLaguna Beach, CA-Development of Indigenous Mayan Pop$5,500
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Foster Kids Holiday Fund$1,915
Ri-paul Harris Fund$500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Form 990, Part VI, Line 10B - Policies & Procedures Governing Chapters

“No chapters of our organization. Only the main body.”

FORM 990, PART VI, LINE 11B - ORG'S PROCESS TO REVIEW FORM 990

“990 provided to board prior to filing.”

Form 990, Part VI, Line 12C - Enforcement of Conflicts Policy

“Inquiry made and confirmation received from members each year.”

Form 990, Part VI, Line 15A - Compensation Process for Top Official

“No compensation paid to anyone.”

Form 990, Part VI, Line 15B - Compensation Process for Officers

“No compensation paid to anyone.”

Form 990, Part VI, Line 19 - Governing Document Disclosure Explanation

“Governing documents, conflict of interest policy and financials available upon request. No requests received this year. Financials presented to board at all meetingsand approved.”

Form 990, Part VI, Line 6 - Classes of Members or Stockholders

“Yes. All members of the rotary club of santa barbara are members of santa barbara rotary charitable foundation. We are in compliance with the by-laws of the charitable foundation that specify that no more than 3 of the 9 members of the board of directors may also be on the board of directors for the rotary club of santa barbara. Additionally the designated president of the rotary club of santa barbara for the following year is a non-voting ex-officio member of the board of the directors for the santa barbara rotary charitable foundation.”

Form 990, Part VI, Line 7A - Election of Members and Their Rights

“Board members elected by full membership of foundation.”

Form 990, Part VI, Line 7B - Decisions Subject to Approval of Members

“Yes. Members notified of board meetings and open to attendeance. Club president is ex-officio of foundation board. Membership can influence or override foundation actions.”

Filing and Contact Details

Filer

Filer Name
Santa Barbara Rotary Charitable
EIN
95-6060206
Phone
8056989947
Address
PO BOX 6268, SANTA BARBARA, CA 93160

Signing Officer

Name
Donald Jack
Title
Treasurer
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Fatch
Formed
1960
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
0
Volunteers
25

Preparer

Firm
Santa Ynez Valley Tax Professionals Inc
Address
3568 Sagunto St Suite H PO Box 397, Santa Ynez, CA 93460
Preparer
Kayvon Salafian MBA AIF CPFA
Phone
8056886317
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To obtain & provide funds exclusively for charitable, scientific, and educational purposes, & to receive gifts & grants of money & property of every kind & to administer the same exclusively for charitable, scientific, literary, or educational purposes.”

Form 990, Part III, Line 4D - All Other Accomplishments

“Numerous other local charitable programs primarily aimed at youth services from medical aid, after school programs, and drug addiction intervention, to social services for foster kids, etc.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Endowment funds held for income and appreciation over long term. Designated % withdrawn each year based on average balances to be used to fund annual foundation gifting programs.”

Raw XML AppendixShowing 400 of 521 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
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IRS990/AccountsReceivableGrp/EOYAmt00
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IRS990/AdvertisingGrp/FundraisingAmt01270
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IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0DONALD JACK
IRS990/BooksInCareOfDetail/PhoneNum08056989947
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0456 COTA LN
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093108
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt011343
IRS990/CashNonInterestBearingGrp/EOYAmt017059
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt024532
IRS990/CYGrantsAndSimilarPaidAmt047360
IRS990/CYInvestmentIncomeAmt066608
IRS990/CYOtherExpensesAmt02835
IRS990/CYOtherRevenueAmt01270
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt042215
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt050195
IRS990/CYTotalFundraisingExpenseAmt01270
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt092410
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0LOCAL GRANTS - NUMEROUS OTHER LOCAL CHARITABLE PROGRAMS PRIMARILY AIMED AT YOUTH SERVICES FROM MEDICAL AID, AFTER SCHOOL PROGRAMS, AND DRUG ADDICTION INTERVENTION, TO SOCIAL SERVICES FOR FOSTER KIDS, ETC.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt047360
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01385
IRS990/FeesForServicesAccountingGrp/TotalAmt01385
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0100
IRS990/FeesForServicesOtherGrp/TotalAmt0100
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/PersonNm0DANIEL ALDRICH IV
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHLEEN BLAKE
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT FATCH
IRS990/Form990PartVIISectionAGrp/PersonNm3ANDREW HICKS
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES STRETCHBERRY
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Ex Officio Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt022800
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt047360
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt092410
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/MissionDesc0TO OBTAIN & PROVIDE FUNDS EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES, & TO RECEIVE GIFTS & GRANTS OF MONEY & PROPERTY OF EVERY KIND & TO ADMINISTER THE SAME EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.
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IRS990/OtherRevenueMiscGrp/Desc0TRANSFER TO/FROM ENDOWMENT
IRS990/OtherRevenueMiscGrp/Desc1TRIVIA FUNDRAISER ADVERTISING
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IRS990/PrincipalOfficerNm0ROBERT FATCH
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IRS990/ProgSrvcAccomActy2Grp/Desc0ERADICATION OF WORLDWIDE POLIO - THROUGH ROTARY INTERNATIONAL PROGRAMS: PAUL HARRIS DIRECTED FUNDS AND POLIO PLUS.
IRS990/ProgSrvcAccomActy2Grp/GrantAmt03150
IRS990/ProgSrvcAccomActy3Grp/Desc0NATUN GATUELAMA - TO ASSIST WITH DEVELOPMENT OF IMPROVERISHED AREAS OF GUATEMALA AND ITS INDIGENOUS RESIDENTS. FOUNDATION MEMBERS TRAVEL TO GUATEMALA TO AT THEIR OWN COST ANNUALLY TO MONITOR AND IMPLEMENT PROGRAMS SUCH AS ELECTRIFICIATION, CLEAN WATER, EDUCATION, AND HEALTH.
IRS990/ProgSrvcAccomActy3Grp/GrantAmt05500
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TEACHER RECOGNITION & YOUTH SERVICES
IRS990/ProgSrvcAccomActyOtherGrp/Desc1DIRECT RELIEF - PROVIDING SUPPORT FOR LOS ANGELES FIRE VICTIMS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2ROTARY FOUNDATION OF ROTARY INTERNATIONAL - PAUL HARRIS. SUPPORTING THE WORK OF ROTARY INTERNATIONAL.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3FAMILY CARE NETWORK - PROVIDING SUPPORT FOR LOCAL FOSTER YOUTH.
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt06419
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt12891
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0126886
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0813011
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt031988
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt068580
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0723252
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt08271
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0611754
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt029321
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt021570
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01915
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FOSTER KIDS HOLIDAY FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RI-PAUL HARRIS FUND
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS HELD FOR INCOME AND APPRECIATION OVER LONG TERM. DESIGNATED % WITHDRAWN EACH YEAR BASED ON AVERAGE BALANCES TO BE USED TO FUND ANNUAL FOUNDATION GIFTING PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0515638
IRS990ScheduleD/TotalLiabilityAmt02415
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/CashGrantAmt15500
IRS990ScheduleI/RecipientTable/CashGrantAmt26000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF NEURODIVERSE ARTISTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DEVELOPMENT OF INDIGENOUS MAYAN POP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FOOD DELIVERY FOR PEOPLE WITH LIMIT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FOUNDATION FOR THE ART INC A
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NATUN GUATEMALA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SANTA BARBARA MEALS ON WHEELS
IRS990ScheduleI/RecipientTable/RecipientEIN0208433997
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0836 ANACAPA ST UNIT 51
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11968 S COAST HWY NO 1904
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 6099
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LAGUNA BEACH
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192651
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd293111
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS MONIOTIRING:FUNDS TRANSFERRED TO ROTARY INTERNATIONAL CHARITABLE FOUNDATION PERIODICALLY PURSUANT TO LIASON RECOMMENDATIONS AND REPORTED AT OUR CHARITABLE FOUDNATION BOARD MEETINGS.FUNDS FOR "NATUN GUATEMALA" ARE DONATED FOR ASSISTING WITH THE DEVELOPMENT OF IMPROVERISHED AREAS OF GUATEMALA AND ITS INDIGENOUS RESIDENTS THROUGH US-BASED CHARITY "NATUN GUATEMALA," A 501(C)(3) ORGANIZATION. FUNDS INTENDED FOR SPECIFIC PURPOSES; FOUNDATION MEMBERS ARE "HANDS ON" ONSITE TO IMPLEMENT THE PROGRAMS - HOUSING, WATER, POWER, ETC.FUNDS FOR OTHER PROGRAMS ARE LOCAL. MEMBERS ARE AWARE OF THESE CHARITIES AND OFTEN INVOLVED IN THEIR ACTIVITIES AND MANY REPORTS ARE RECEIVED ABOUT THE USE OF THESE FUNDS INCLUDING PRESENTATIONS BY THE CHARITIES ABOUT THEIR PROGRAMS.PART IV - ADDITIONAL INFORMATIONSCHEDULE I - PART II - COLUMN (H) PURPOSES OF GRANTS - LINE 1A - ROTARY INTERNATIONAL GRANTS TO FUND POLIO ERADICATION AND PAUL HARRIS PROGRAMS FOR INTERNATIONAL GENERAL WELFARE. lINE 1A - GRANTS TO "NATUN GUATEMALA," A US-BASED 501(C)(3), TO ASSIST WITH DEVELOPMENT OF IMPROVERISHED AREAS OF GUATEMALA AND ITS INDIGENOUS RESIDENTS. FOUNDATION MEMBERS TRAVEL TO GUATEMALA TO AT THEIR OWN COST ANNUALLY TO MONITOR AND IMPLEMENT PROGRAMS SUCH AS ELECTRIFICIATION, CLEAN WATER, EDUCATION, AND HEALTH.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO OBTAIN & PROVIDE FUNDS EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES, & TO RECEIVE GIFTS & GRANTS OF MONEY & PROPERTY OF EVERY KIND & TO ADMINISTER THE SAME EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NUMEROUS OTHER LOCAL CHARITABLE PROGRAMS PRIMARILY AIMED AT YOUTH SERVICES FROM MEDICAL AID, AFTER SCHOOL PROGRAMS, AND DRUG ADDICTION INTERVENTION, TO SOCIAL SERVICES FOR FOSTER KIDS, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHAPTERS OF OUR ORGANIZATION. ONLY THE MAIN BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5990 PROVIDED TO BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INQUIRY MADE AND CONFIRMATION RECEIVED FROM MEMBERS EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO COMPENSATION PAID TO ANYONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NO COMPENSATION PAID TO ANYONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIALS AVAILABLE UPON REQUEST. NO REQUESTS RECEIVED THIS YEAR. FINANCIALS PRESENTED TO BOARD AT ALL MEETINGSAND APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10YES. ALL MEMBERS OF THE ROTARY CLUB OF SANTA BARBARA ARE MEMBERS OF SANTA BARBARA ROTARY CHARITABLE FOUNDATION. WE ARE IN COMPLIANCE WITH THE BY-LAWS OF THE CHARITABLE FOUNDATION THAT SPECIFY THAT NO MORE THAN 3 OF THE 9 MEMBERS OF THE BOARD OF DIRECTORS MAY ALSO BE ON THE BOARD OF DIRECTORS FOR THE ROTARY CLUB OF SANTA BARBARA. ADDITIONALLY THE DESIGNATED PRESIDENT OF THE ROTARY CLUB OF SANTA BARBARA FOR THE FOLLOWING YEAR IS A NON-VOTING EX-OFFICIO MEMBER OF THE BOARD OF THE DIRECTORS FOR THE SANTA BARBARA ROTARY CHARITABLE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BOARD MEMBERS ELECTED BY FULL MEMBERSHIP OF FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12YES. MEMBERS NOTIFIED OF BOARD MEETINGS AND OPEN TO ATTENDEANCE. CLUB PRESIDENT IS EX-OFFICIO OF FOUNDATION BOARD. MEMBERSHIP CAN INFLUENCE OR OVERRIDE FOUNDATION ACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 - ORGANIZATION'S MISSION

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