SANTA CRUZ ROTARY FOUNDATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SANTA CRUZ ROTARY FOUNDATION (EIN 33-1125601)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-12-04
- IRS object ID
- 201513389349200316
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-04T13:45:23-08:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EM Rasmussen Tax & Consulting Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 269 Mt Hermon Rd Suite 111 | AddressLine1Txt |
| City | Scotts Valley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331125601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA CRUZ ROTARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8313455182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 497 | AddressLine1Txt |
| City | SANTA CRUZ | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C IAN MACKENZIE | PersonNm |
| Person Title | Secretary/Treasurer | PersonTitleTxt |
| Signature | 2015-12-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Shirley Hendrickson | PreparerPersonNm |
| PTIN | P00665694 | PTIN |
| Phone | 8314296757 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | http://santacruzrotary.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $178,780 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $29,986 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $12,429 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $83,493 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $71,795 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $11,698 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $52,872 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $9,193 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $43,679 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $97,792 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $40,048 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $3,681 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $2,818 | OtherExpensesTotalAmt |
| Total Expenses | $46,547 | TotalExpensesAmt |
| Excess Or Deficit For Year | $51,245 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $270,498 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$16,855 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $304,888 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,007 | BOYAmt |
| EOY | $319,397 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,007 | BOYAmt |
| EOY | $319,397 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,509 | BOYAmt |
| EOY | $14,509 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,498 | BOYAmt |
| EOY | $304,888 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To benefit charitable, educational, and scientific programs in the area of Santa Cruz, California, specifically including but not limited to education scholarships, community events, parks and recreation, programs for youth and senior citizens, mentally and physically disadvantaged and other health and humanitarian needs. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt | Foreign GrantsForeignGrantsInd |
|---|---|---|---|
| In achievement of Rotary Foundation's primary objective of supporting charitable, educational, and scientific programs in the Santa Cruz Area, the foundation distributed benevolence and grants to 24 qualifying programs and organizations in amounts ranging from $250 to $1,000 and totaling $15,150. | $3,589 | $15,150 | |
| IN ACHIEVEMENT OF ROTARY FOUNDATION'S SECONDARY OBJECTIVE OF SUPPORTING CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PROGRAMS INTERNATIONALLY, THE FOUNDATION DISTRIBUTED $23,398 FOR THE GUATEMALA WATER PROJECT AND $1,500 TO THE GUATEMALA EYE PROJECT. | $5,897 | $24,898 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,486 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| FRANK MINUTI | ||
| President | 1.00 | $0 |
| C IAN MACKENZIE | ||
| Secty/Treas/Dir | 2.00 | $0 |
| DONNA MAURILLO | ||
| Director | 1.00 | $0 |
| JIM WEISENSTEIN | ||
| Director | 1.00 | $0 |
| ALEEN ALTHOUSE | ||
| Director | 1.00 | $0 |
| STEPHEN KARON | ||
| Director | 1.00 | $0 |
| SHARON CAIOCCA | ||
| Director | 1.00 | $0 |
| MICHAEL ALLARD | ||
| Director | 1.00 | $0 |
| FRED GAWLICK | ||
| Director | 1.00 | $0 |
| JANET GLUCH | ||
| Director | 1.00 | $0 |
| COLLEEN HARRISON | ||
| Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IAN MACKENZIE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1492 SOQUEL AV | AddressLine1Txt |
| City | SANTA CRUZ | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8314251492 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,460 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,546 | CurrentTaxYearAmt |
| Total | $161,502 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,460 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,546 | CurrentTaxYearAmt |
| Total | $161,502 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $161,502 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,128 | CurrentTaxYearAmt |
| Total | $24,229 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,298 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,919 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,872 | CurrentTaxYearAmt |
| Total | $180,651 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $366,382 | TotalSupportAmt |
| Public Support CY170 | 0.44080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL FUNDRAISING EVENT | Event1Nm |
| Gross Receipts Event1 | $52,872 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $52,872 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,574 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,319 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $52,872 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $52,872 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,574 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,300 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,319 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,193 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $43,679 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | Class of Activity: COMMUNITY GRANTS | Donee's Name: VARIOUS ORGS-GRANTS OF LESS THAN $5,000 | Donee's Address: VARIOUS SANTA CRUZ, CA 95060 | Cash Amount Given: $15150 |
| Grants and Similar Amounts Paid In Excess of $5,000.2 | Class of Activity: INTERNATIONAL SERVICE | Donee's Name: GUATEMALA WATER PROJECT | Donee's Address: HOSPTL OBRAS SOCIALES MSGR SCHAFFER SAN LUCAS TOLIMAN, SOLOLA 070 Guatemala | Relationship of Donee: NONE | Cash Amount Given: $23398 |
| Other Expenses.1 | PAST PRESIDENT'S DINNER $2400 |
| Other Expenses.2 | BEACH CLEAN UP UNIFORMS $293 |
| Other Expenses.3 | BANK CHARGES $125 |
| Total Liabilities.1 | PAYABLE TO UNITED WAY - Beginning $14509 PAYABLE TO UNITED WAY - Ending $14509 |
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