SANTA PAULA ROTARY SCHOLARSHIP FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SANTA PAULA ROTARY SCHOLARSHIP FOUNDATION INC (EIN 95-3666739)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-01-24
IRS object ID
202220249349300887
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-01-24T14:55:10-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN800630202PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDSAY AND COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1770 COUNTY SQUARE DR STE 102AddressLine1Txt
CityVENTURACityNm
State AbbreviationCAStateAbbreviationCd
ZIP930035407ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953666739EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANTA PAULA ROTARY SCHOLARSHIPBusinessNameLine1Txt
Business Name Line2FOUNDATION INCORPORATEDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSANTBusinessNameControlTxt
Phone8054692536PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 809AddressLine1Txt
CitySANTA PAULACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93060ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRIS BARTELSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8054692536PhoneNum
Signature2022-01-24SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHRISPersonFirstNm
Person LastBARTELSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHANHIEN HIEN NGUYENPreparerPersonNm
PTINP00378817PTIN
Phone8056505915PhoneNum
Preparation2022-01-24PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHRIS BARTELSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 809AddressLine1Txt
CitySANTA PAULACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93060ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$593,934GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionTO PROVIDE A MEANS WHERBY GIFTS, DEVISES, AND BEQUESTS MAY BE COLLECTIVELY AND PERMANENTLY HELD, MANAGED, AND DISTRIBUTED TO PROVIDE SCHOLARSHIPS FOR WORTHY AND NEEDY STUDENTSActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers29TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$14,416PYContributionsGrantsAmt
CY Contributions Grants$11,831CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$16,610PYInvestmentIncomeAmt
CY Investment Income$114,961CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$31,026PYTotalRevenueAmt
CY Total Revenue$126,792CYTotalRevenueAmt
PY Grants And Similar Paid$17,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$15,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,166PYOtherExpensesAmt
CY Other Expenses$6,501CYOtherExpensesAmt
PY Total Expenses$22,166PYTotalExpensesAmt
CY Total Expenses$21,501CYTotalExpensesAmt
PY Revenues Less Expenses$8,860PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$105,291CYRevenuesLessExpensesAmt
Total Assets BOY$599,542TotalAssetsBOYAmt
Total Assets EOY$781,330TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$599,542NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$781,330NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE A MEANS WHERBY GIFTS, DEVISES, AND BEQUESTS MAY BE COLLECTIVELY AND PERMANENTLY HELD, MANAGED, AND DISTRIBUTED TO PROVIDE SCHOLARSHIPS FOR WORTHY AND NEEDY STUDENTSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$15,000ExpenseAmt
Grant$15,000GrantAmt
DescDURING THIS FISCAL PERIOD WE AWARDED SCHOLARSHIPS TO SEVEN STUDENTS AMOUNTING TO 15,000.Desc
Total Program Service Expenses$15,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCHRIS BARTELSONPersonNm
Phone8054692536PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 809AddressLine1Txt
CitySANTA PAULACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93060ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOHN MARQUEZ
PRESIDENT8.00Yes (X)Yes (X)$0$0$0
MARILYN APPLEBY
VP / PRESIDE6.00Yes (X)Yes (X)$0$0$0
CHRIS BARTELSON
TREASURER8.00Yes (X)Yes (X)$0$0$0
MARIA BOMBARA
SECRETARY10.00Yes (X)Yes (X)$0$0$0
JENNY ARANA
DIRECTOR4.00Yes (X)$0$0$0
STEPHANIE BECERRA
DIRECTOR4.00Yes (X)$0$0$0
GUY COLE
DIRECTOR4.00Yes (X)$0$0$0
JASON COLE
DIRECTOR4.00Yes (X)$0$0$0
BOB ORLANDO
DIRECTOR4.00Yes (X)$0$0$0
JOHN PROCTER
DIRECTOR4.00Yes (X)$0$0$0
JENNIFER HEIGHTON
DIRECTOR4.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$11,831AllOtherContributionsAmt
Total Contributions$11,831TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,633TotalRevenueColumnAmt
Exclusion$11,633ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$565,962SecuritiesAmt
Other$4,508OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$467,142SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$98,820SecuritiesAmt
Other$4,508OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$103,328TotalRevenueColumnAmt
Related Or Exempt Func Income$103,328RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$126,792TotalRevenueColumnAmt
Related Or Exempt Func Income$103,328RelatedOrExemptFuncIncomeAmt
Exclusion$11,633ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$15,000TotalAmt
Program Services$15,000ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$35TotalAmt
Management And General$35ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,200TotalAmt
Management And General$1,200ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,266TotalAmt
Management And General$5,266ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$21,501TotalAmt
Program Services$15,000ProgramServicesAmt
Management And General$6,501ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,759BOYAmt
EOY$13,354EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$591,202BOYAmt
EOY$673,878EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$581BOYAmt
EOY$94,098EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$599,542BOYAmt
EOY$781,330EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$599,542BOYAmt
EOY$781,330EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$599,542BOYAmt
EOY$781,330EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$599,542BOYAmt
EOY$781,330EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$105,291ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$76,497NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,741CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,066CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,868CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,416CurrentTaxYearMinus1YearAmt
Current Tax Year$11,831CurrentTaxYearAmt
Total$132,922TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,741CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,066CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,868CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,416CurrentTaxYearMinus1YearAmt
Current Tax Year$11,831CurrentTaxYearAmt
Total$132,922TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$132,922PublicSupportTotal509Amt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,237CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,198CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,687CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,498CurrentTaxYearMinus1YearAmt
Current Tax Year$11,633CurrentTaxYearAmt
Total$124,253TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$81,978CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,264CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,555CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,914CurrentTaxYearMinus1YearAmt
Current Tax Year$23,464CurrentTaxYearAmt
Total$257,175TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.51690PublicSupportCY509Pct
Public Support PY5090.56950PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART III, LINE 12FormAndLineReferenceDesc
ExplanationINVESTMENT 124,253ExplanationTxt

Schedule D IRS990ScheduleD

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescLPL - CASH EQUIVALENTSDesc
Book Value$94,098BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$94,098TotalBookValueOtherAssetsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPGrantTypeTxt
Recipient7RecipientCnt
Cash Grant$15,000CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11B990 IS REVIEWED BY THE TREASURER PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 19NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC

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