SANTA CRUZ ROTARY FOUNDATION: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SANTA CRUZ ROTARY FOUNDATION (EIN 33-1125601)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-08-28
- IRS object ID
- 201302409349200020
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2013-08-28T12:15:33-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EM Rasmussen Tax & Consulting Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 269 Mt Hermon Rd Suite 111 | AddressLine1 |
| City | Scotts Valley | City |
| State | CA | State |
| ZIP Code | 95066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331125601 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA CRUZ ROTARY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANT | NameControl |
| Phone | 8313455182 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 497 | AddressLine1 |
| City | SANTA CRUZ | City |
| State | CA | State |
| ZIP Code | 95061 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | C IAN MACKENZIE | Name |
| Title | Secretary/Treasurer | Title |
| Date Signed | 2013-08-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Shirley Hendrickson | Name |
| PTIN | P00665694 | PTIN |
| Phone | 8314296757 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | http://santacruzrotary.org | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 88734 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 75088 | ContributionsGiftsGrantsEtc |
| Investment Income | 18 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 13628 | FundraisingGrossIncome |
| Special Events Direct Expenses | 13628 | SpecialEventsDirectExpenses |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 75106 | TotalRevenue |
| Grants And Similar Amounts Paid | 72539 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 2540 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 1263 | OtherExpensesTotal |
| Total Expenses | 76342 | TotalExpenses |
| Excess Or Deficit For Year | -1236 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 197514 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 18991 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 215269 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197514 | BOY |
| EOY | 229778 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197514 | BOY |
| EOY | 229778 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 14509 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197514 | BOY |
| EOY | 215269 | EOY |
| 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. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom |
|---|
| IN ACHIEVEMENT OF ROTARY FOUNDATION'S SECONDARY OBJECTIVE OF SUPPORTING CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PROGRAMS INTERNATIONALLY, THE FOUNDATION DISTRIBUTED $15,247 TO ROTARY INTERNATIONAL TO HELP FUND THE PURCHASE OF DIAGNOSTIC EQUIPMENT FOR A HOSPITAL IN GUATEMALA. |
| 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 37 qualifying programs and organizations in amounts ranging from $100 to $4,995 and totaling $27,140 and a grant to the National Marine Sanctuary of $30,152. To help fund these grants, the foundation raised funds (after paying expenses)from special events of $18,140. |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| MICHAEL ALLARD | ||
| Director | 1.00 | 0 |
| ALEENE ALTHOUSE | ||
| Director | 1.00 | 0 |
| SHARON CAIOCCA | ||
| Director | 1.00 | 0 |
| DUF FISCHER | ||
| Director | 1.00 | 0 |
| FRED GAWLICK | ||
| Director | 1.00 | 0 |
| TOM FOSTER | ||
| President | 1.00 | 0 |
| CAROL LEZIN | ||
| Director | 1.00 | 0 |
| Janet Krassow | ||
| Director | 1.00 | 0 |
| FRANK MINUTI | ||
| Director | 1.00 | 0 |
| STEVE KARON | ||
| Director | 1.00 | 0 |
| C IAN MACKENZIE | ||
| Secty/Treas/Dir | 2.00 | 0 |
| Randy Krassow | ||
| Director | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | IAN MACKENZIE | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1492 SOQUEL AV | AddressLine1 |
| City | SANTA CRUZ | City |
| State | CA | State |
| ZIP Code | 95062 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8314251492 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10680 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18279 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5800 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33460 | CurrentTaxYearMinus1Year |
| Current Tax Year | 78590 | CurrentTaxYear |
| Total | 146809 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10680 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18279 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5800 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33460 | CurrentTaxYearMinus1Year |
| Current Tax Year | 78590 | CurrentTaxYear |
| Total | 146809 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 146809 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 98 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18 | CurrentTaxYear |
| Total | 235 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 147044 | TotalSupport |
| Public Support Pertcentage170 | 0.99840 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98630 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL FUNDRAISING EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 24635 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 17044 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 7591 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 1000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 3517 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1100 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 1974 | OtherDirectExpensesEvent1 |
| Name Of Event2 | RED BADGE PROJECT | NameOfEvent2 |
| Gross Receipts Event2 | 6708 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 1001 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 5707 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 208 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 2250 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 968 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 1700 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 581 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 31343 | GrossReceiptsTotal |
| Charitable Contributions Total | 18045 | CharitableContributionsTotal |
| Gross Revenue Total Events | 13298 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 208 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 3250 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 4485 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2800 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 2555 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 13298 | DirectExpenseSummaryEvents |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part II, Line 26.1 | Total Liabilities.1 | PAYABLE TO UNITED WAY - Beginning $0 PAYABLE TO UNITED WAY - Ending $14509 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | RECONCILIATION DISCREPANCIES $-844 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | BANK CHARGES $77 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | PAUL HARRIS AWARD $1000 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | PAST PRESIDENTS DINNER $1030 |
| Form 990-EZ, Part I, Line 10.4 | Grants and Similar Amounts Paid In Excess of $5,000.4 | Class of Activity: INTERNATIONAL SERVICE | Donee's Name: ROTARY INTERNATIONAL | Relationship of Donee: AFFILATE ORGANIZATION | Cash Amount Given: $15247 |
| Form 990-EZ, Part I, Line 10.2 | Grants and Similar Amounts Paid In Excess of $5,000.2 | Class of Activity: COMMUNITY GRANTS | Donee's Name: VARIOUS ORGS-GRANTS OF LESS THAN $5,000 | Cash Amount Given: $27140 |
| Form 990-EZ, Part I, Line 10.1 | Grants and Similar Amounts Paid In Excess of $5,000.1 | Class of Activity: NATIONAL PROGRAMS | Donee's Name: NATIONAL MARINE SANCTUARY FOUNDATION | Donee's Address: 8601 GEORGIA AVENUE, SUITE 501 SILVER SPRINGS, MD 20910 | Cash Amount Given: $30152 |
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