Civic Intelligence

Santa Barbara Rotary Charitable Foundation

990 • Fiscal year 2022 • EIN 95-6060206

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 05, 2023

Organization ProfileWWW.SBROTARY.COM
PO Box 6268Santa Barbara, CA 93160-6268

(805) 452-9494

Siviq Scores

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

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

57th percentile

0.04x

Higher debt load relative to revenue than 57% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

15th percentile

-15%

Faster asset growth than 15% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

34%

Faster revenue growth than 72% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$628,378

Down $111,850 (-15%) from 2021

Net Assets

Down

$625,069

Down $111,550 (-15%) from 2021

Liabilities

Down

$3,309

Down $300 (-8.3%) from 2021

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin86th percentile

Revenue

Up

$85,279

Up $21,661 (+34%) from 2021

Expenses

Up

$49,197

Up $1,757 (+3.7%) from 2021

Net Income

Up

$36,082

Up $19,904 (+123%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$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

2022

Assets$628,378
Liabilities$3,309
Net Assets$625,069
Open 2022 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$85,279
Expenses$49,197
Net Income$36,082
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 5, 2023
Return Version
2021v4.0
Gross Receipts
$85,279
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$736,619$625,069▼ $111,550
Investments in Publicly Traded Securities$723,252$611,721▼ $111,531
Cash and Non-Interest-Bearing Accounts$13,059$16,657▲ $3,598
Accounts Receivable$3,917--
Total Assets$740,228$628,378▼ $111,850
Liabilities
Other Liabilities$3,609$3,309▼ $300
Total Liabilities$3,609$3,309▼ $300
Net Assets / Fund Balance
Total Net Assets Fund Balance$736,619$625,069▼ $111,550
Total Liabilities and Net Assets / Fund Balance$740,228$628,378▼ $111,850

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$723,252$8,271▼ $90,448-$611,754
2020$539,992$5,560▲ $199,270-$723,252
2019$560,359$7,926▼ $6,329-$539,992
2018$560,358$2,370▲ $18,165-$560,359
2017$517,219$2,210▲ $60,611-$560,358
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Bob FatchPresident an
Andrew HicksVice Chair
Connie GreenDirector
James StretchberryDirector
Aruni BotejuTrustee/dire
Greg KnowlesTrustee/dire
Garrett GruendykeEx-officio
Kathleen BlakeSecretary
Aaron SpechlerTreasurer/di
Revenue and Support

Revenue Composition

Contributions and Grants
$28,096
Program Service Revenue
$0
Investment Income
$57,183
Other Revenue
$0
All Other Contributions
$28,096
Change in Net Assets
$36,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,606
Other Expenses$2,591
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$44,356--$44,356
Fees for Services Management-$2,500-$2,500
Grants to Domestic Individuals$2,250--$2,250
Other Expenses-$50-$50
Office Expenses-$41-$41
Total Functional Expenses$46,606$2,591$0$49,197
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ROTARY INT'L & ITS AFFILIATESEvanston, IL501c4POLIO ERADIC'N ETC$7,615
Mayan FamiliesSantee, CA501c3Assist Mayan People$6,200
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
Foster Children Holiday Giving Funds$1,915
Foster Children Grants Funds$894
ROTARY INT'L - PAUL HARRIS FUNDS$500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Page 6, Part VI, Line 6

“Yes. All members of rotary club of santa barbara are members of santa barbara rotary charitable foundation. No club directors or officers are directors or officers of foundation except for club president, who is ex officio member of foundation board.”

Form 990, Page 6, Part VI, Line 7A

“Board members elected by full membership of foundation”

Form 990, Page 6, Part VI, Line 7B

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

Form 990, Page 6, Part VI, Line 10B

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

Form 990, Page 6, Part VI, Line 11B

“990 provided to board prior to filing”

Form 990, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 15A

“No compensation paid to anyone”

Form 990, Page 6, Part VI, Line 15B

“No compensation paid to anyone”

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Santa Barbara Rotary Charitable
EIN
95-6060206
Phone
8054529494
Address
PO BOX 6268, SANTA BARBARA, CA 93160-6268

Signing Officer

Name
Aaron Spechler
Title
Treasurer/director
Phone
8054529494
Signed
2023-01-05

Organization Details

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

Preparer

Firm
Berti Spechler Sarmiento Mckay & Co Llp
Address
1933 CLIFF DR STE 26, SANTA BARBARA, CA 93109-1591
Preparer
Aaron Spechler CPA
Phone
8059630571
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, Page 2, Part III, Line 4D

“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

Schedule D, Page 2, Part V, Line 4

“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.”

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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt031499
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt053803
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt031608
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt031760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035137
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0167072
IRS990ScheduleA/TotalSupportAmt0373353
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt08271
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0723252
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0199270
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt07926
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02370
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt020533
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt018165
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0517219
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02210
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0560358
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt019682
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060611
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01915
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1894
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FOSTER CHILDREN HOLIDAY GIVING FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FOSTER CHILDREN GRANTS FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ROTARY INT'L - PAUL HARRIS FUNDS
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/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalLiabilityAmt03309
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07615
IRS990ScheduleI/RecipientTable/CashGrantAmt16200
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C4
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0POLIO ERADIC'N ETC
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ASSIST MAYAN PEOPLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROTARY INT'L & ITS AFFILIATES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MAYAN FAMILIES
IRS990ScheduleI/RecipientTable/RecipientEIN0361707667
IRS990ScheduleI/RecipientTable/RecipientEIN1208433997
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01560 SHERMAN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1P O BOX 710400
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANTEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192072
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MONITORING: FUNDS TRANSFERED TO ROTARY INTERNATIONAL CHARITABLE FOUNDATION PERIODICALLY PURSUANT TO LIASON RECOMMENDATIONS AND REPORTED AT OUR CHARITABLE FOUNDATION BOARD MEETINGS. DURING FYE JUNE 30, 2022 4,615 WAS TRANSFERRED FOR RI GENERAL PROGRAMS AND 3,000 FOR POLIO ERADICATION PROGRAMS. FUNDS FOR "MAYAN FAMILIES" ARE DONATED FOR ASSISTING WITH THE DEVELOPMENT OF IMPORVERISHED AREAS OF GUATAMALA AND IT INDIGENOUS RESIDENTS THROUGH US BASED CHARITY "MAYAN FAMILIES," A 501C3 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.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1SCHED I - PART II - COL (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 "MAYAN FAMILIES," A US BASED 501C3, TO ASSIST WITH DEVELOPMENT OF IMPOVERISHED AREAS OF GUATAMALA AND ITS INDIGENOUS RESIDENTS. FOUNDATION MEMBERS TRAVEL TO GUATAMALA AT THEIR OWN COST ANNUALLY TO MONITOR AND IMMPLEMENT PROGRAMS SUCH AS ELECTRIFICATION, CLEAN WATER, EDUCATION, AND HEALTH.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PAGE 4, PART IV
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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/ExplanationTxt1NUMEROUS 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/ExplanationTxt2YES. ALL MEMBERS OF ROTARY CLUB OF SANTA BARBARA ARE MEMBERS OF SANTA BARBARA ROTARY CHARITABLE FOUNDATION. NO CLUB DIRECTORS OR OFFICERS ARE DIRECTORS OR OFFICERS OF FOUNDATION EXCEPT FOR CLUB PRESIDENT, WHO IS EX OFFICIO MEMBER OF FOUNDATION BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS ELECTED BY FULL MEMBERSHIP OF FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4YES. MEMBERS NOTIFIED OF BOARD MEETINGS AND OPEN TO TO ATTENDANCE. CLUB PRESIDENT IS EX-OFFICIO ON FOUNDATION BOARD. MEMBERSHIP CAN INFLUENCE OR OVERRIDE FOUNDATION ACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHAPTERS OF OUR ORGANIZATION. ONLY THE MAIN BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6990 PROVIDED TO BOARD PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INQUIRY MADE AND CONFIRMATION RECEIVED FROM MEMBERS EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NO COMPENSATION PAID TO ANYONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9NO COMPENSATION PAID TO ANYONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIALS AVAILABLE UPON REQUEST. NO REQUESTS RECEIVED THIS YEAR. FINANCIALS PRESENTED TO BOARD AT ALL MEETINGS AND APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 10B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY CLUB OF SANTA BARBARA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951165779
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 6268
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093160
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0SCHED R PART II LINE 1, COL (H) - PRIMARY ACTIVITY OF ROTARY CLUB OF SANTA BARBARA (RCSB) IS SERVICE TO COMMUNITY, EDUCATION, AND FELLOWSHIP. ALL MEMBERS OF RCSB ARE MEMBERS OF ROTARY FOUNDATION, ITS CHARITABLE ARM.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02500
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt124046
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0REIMB CLUB FOR % OF BOOKK
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COLL"D BY CLUB 4 FND'N
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SANTA BARBARA DOWNTOWN ROTARY CLUB
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SANTA BARBARA DOWNTOWN ROTARY CLUB
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0740228
IRS990/TotalAssetsEOYAmt0628378
IRS990/TotalAssetsGrp/BOYAmt0740228
IRS990/TotalAssetsGrp/EOYAmt0628378
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt028096
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02591
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046606
IRS990/TotalFunctionalExpensesGrp/TotalAmt049197
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03609
IRS990/TotalLiabilitiesEOYAmt03309
IRS990/TotalLiabilitiesGrp/BOYAmt03609
IRS990/TotalLiabilitiesGrp/EOYAmt03309
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0736619

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$628,378
Liabilities
$3,309
Net assets
$625,069
Revenue
$85,279
Expenses
$49,197
Net income
$36,082
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
2022Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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