Totals
- Total revenue
- $56,424
- Total expenses
- $56,730
- Contributions and grants received
- not reported
- Grants paid
- $20,915
- Program service revenue
- not reported
- Membership dues (line 3)
- $31,650
- Investment income (line 4)
- $15
- Gain or loss on sale of assets (line 5c)
- not reported
- Gaming and fundraising events, net (line 6d)
- $24,759
- Gross profit on inventory sales (line 7c)
- not reported
- Other revenue (line 8)
- not reported
- Total assets, end of year
- $30,446
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $30,446
- Program service expenses (Part III)
- $38,527
Program services were 67.9% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.
Mission and programs · 2023
Primary exempt purpose
THE PRIMARY PURPOSE OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER:FIRST, THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE. SECOND, HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS, THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS, AND THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY. THIRD, THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS AND COMMUNITY LIFE. LASTLY, THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
-
SUPPORT ROTARY DISTRICT AND INTERNATIONAL PROGRAMS THROUGH THE FUNDING OF VARIOUS ROTARY PROJECTS SUCH AS POLIO PLUS AND YOUTH LEADERSHIP.
Expenses $30,527 · Grants $12,915
-
SUPPORT LOCAL COMMUNITY ORGANIZATIONS IN SANTA CRUZ COUNTY THAT PROVIDE OPPORTUNITIES FOR EDUCATIONAL AND SCIENTIFIC PROGRAMS.
Expenses $8,000 · Grants $8,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part IV
-
Ian MacKenzieIAN MACKENZIE
SECRETARY / TREASURER
- Total calculated
- $12,000
- Compensation
- $12,000
- Benefit plans
- $0
- Expense account
- $0
- Hours/week
- 15
-
Jill StoneJILL STONE
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 2
-
Wendi HammangWENDI HAMMANG
JUNIOR DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wes WalkerWES WALKER
JUNIOR DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matt FalconerMATT FALCONER
JUNIOR DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Angelo DebernardoANGELO DEBERNARDO
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Jim WeisensteinJIM WEISENSTEIN
SENIOR DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bob DavidsonBOB DAVIDSON
SENIOR DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Traci BlissTRACI BLISS
SENIOR DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Heather GorleyHEATHER GORLEY
SENIOR DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ashley ThompsonASHLEY THOMPSON
JUNIOR DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990_ez
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443249349201454
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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