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SANTA CRUZ ROTARY FOUNDATION: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SANTA CRUZ ROTARY FOUNDATION (EIN 33-1125601)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-11-13
IRS object ID
201423179349202017
Schema version
2013v3.1
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)
Return2014-11-13T13:54:32-08:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EM Rasmussen Tax & Consulting IncBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1269 Mt Hermon Rd Suite 111AddressLine1
CityScotts ValleyCity
StateCAState
ZIP Code95066ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331125601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANTA CRUZ ROTARY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSANTBusinessNameControlTxt
Phone8313455182PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 497AddressLine1
CitySANTA CRUZCity
StateCAState
ZIP Code95061ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonC IAN MACKENZIEPersonNm
Person TitleSecretary/TreasurerPersonTitleTxt
Signature2014-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonShirley HendricksonPreparerPersonNm
PTINP00665694PTIN
Phone8314296757PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresshttp://santacruzrotary.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$144,952GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$15,169ContributionsGiftsGrantsEtcAmt
Investment Income$20InvestmentIncomeAmt
Sale Of Assets Gross$90,245SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$79,187CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$11,058GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$39,518FundraisingGrossIncomeAmt
Special Events Direct Expenses$6,103SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$33,415SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$59,662TotalRevenueAmt
Grants And Similar Amounts Paid$14,279GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$3,272FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$2,309OtherExpensesTotalAmt
Total Expenses$19,860TotalExpensesAmt
Excess Or Deficit For Year$39,802ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$215,269NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$15,427OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$270,498NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$229,778BOYAmt
EOY$285,007EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$229,778BOYAmt
EOY$285,007EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,509BOYAmt
EOY$14,509EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$215,269BOYAmt
EOY$270,498EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTo 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 AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmtForeign 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 26 qualifying programs and organizations in amounts ranging from $100 to $1,000 and totaling $10,300.$36$10,300
IN ACHIEVEMENT OF ROTARY FOUNDATION'S SECONDARY OBJECTIVE OF SUPPORTING CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PROGRAMS INTERNATIONALLY, THE FOUNDATION DISTRIBUTED $2,400 TO ROTARY INTERNATIONAL TO HELP FUND THE PURCHASE OF STOVES FOR GUATEMALA.$2,400Yes (X)
FieldValueIRS element (for citing)
Total Program Service Expenses$36TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Janet Krassow
President1.00$0
C IAN MACKENZIE
Secty/Treas/Dir2.00$0
STEVE KARON
Director1.00$0
FRANK MINUTI
Director1.00$0
RANDY KRASSOW
Director1.00$0
DONNA MAURILLO
Director1.00$0
JANET GLUCH
Director1.00$0
FRED GAWLICK
Director1.00$0
SHARON CAIOCCA
Director1.00$0
ALEENE ALTHOUSE
Director1.00$0
MICHAEL ALLARD
Director1.00$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Organization Filed990 TfalseOrganizationFiled990TInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonIAN MACKENZIEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11492 SOQUEL AVAddressLine1
CitySANTA CRUZCity
StateCAState
ZIP Code95062ZIPCode
FieldValueIRS element (for citing)
Phone8314251492PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Form720 FiledfalseForm720FiledInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,279CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,460CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,590CurrentTaxYearMinus1YearAmt
Current Tax Year$16,106CurrentTaxYearAmt
Total$152,235TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,279CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,460CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,590CurrentTaxYearMinus1YearAmt
Current Tax Year$16,106CurrentTaxYearAmt
Total$152,235TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$152,235PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18CurrentTaxYearMinus1YearAmt
Current Tax Year$20CurrentTaxYearAmt
Total$157TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$152,392TotalSupportAmt
Public Support CY1700.99900PublicSupportCY170Pct
Public Support PY1700.99840PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1ANNUAL FUNDRAISING EVENTNameOfEvent1Amt
Gross Receipts Event1$39,518GrossReceiptsEvent1Amt
Gross Revenue Event1$39,518GrossRevenueEvent1Amt
Food And Beverage Event1$4,130FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$1,973OtherDirectExpensesEvent1Amt
Gross Receipts Total$39,518GrossReceiptsTotalAmt
Gross Revenue Total Events$39,518GrossRevenueTotalEventsAmt
Food And Beverage Total Events$4,130FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$1,973OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$6,103DirectExpenseSummaryEventsAmt
Net Income Summary$33,415NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.2Class 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: $10300
Other Expenses.1PAST PRESIDENTS DINNER $2450
Other Expenses.2RED BADGE PROJECT-EQUIP RENTAL $36
Other Expenses.3BANK CHARGES $20
Other Expenses.4RECONCILIATION DISCREPANCIES $-197
Total Liabilities.1PAYABLE TO UNITED WAY - Beginning $14509 PAYABLE TO UNITED WAY - Ending $14509

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