Form 990 for tax year 2022
Filed by ROTARY CLUB OF SANTA CRUZ SUNRISE FOUNDATION INC.
Totals
- Total revenue
- $379,409
- Total expenses
- $340,910
- Contributions and grants received
- $70,004
- Grants paid
- $328,767
- Program service revenue
- $0
- Investment income
- $515
- Other revenue
- $308,890
- Total assets, end of year
- $326,165
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $326,165
- Program services expenses (Part IX)
- $328,767
- Management and general expenses
- $12,143
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $328,767
Program services were 96.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$17,376
-
1f · All other contributions, gifts and grants
$52,628
-
3 · Investment income
total $515 · excluded $515
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$405,296
-
8b · Fundraising events: direct expenses
$96,406
-
8c · Net income from fundraising events
total $308,890 · excluded $308,890
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $310,767 · program services $310,767
-
2 · Grants to domestic individuals
total $18,000 · program services $18,000
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: Bank & related charges
total $7,043 · management and general $7,043
-
24b · Other expenses: Other
total $5,000 · management and general $5,000
-
24c · Other expenses: Tax Filing Fees
total $100 · management and general $100
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $286,567 · end of year $326,165
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
27 · Net assets without donor restrictions
beginning of year $286,567 · end of year $326,165
Mission and programs · 2022
Mission
The primary mission of the Rotary Club of SC Sunrise Foundation is to provide funds for community non-profit organizations and youth programs in Santa Cruz County (California).
-
The organization's mission is to support various community organizations. During the year $310,767 was donated to such programs including $151,000 to Monarch Services; $25,000 to Digital Nest; $10,000 to Food What!?; $8,550 to Rotary Youth Leadership Awards (RYLA); $10,600 to Delta School; $10,000 to Girls, Inc.; $10,000 to CASA; $5,000 to O'Neill Sea Odyssey; $5,000 to Children's Discovery Museum; $29,250 Rotary International; $10,000 to Second Harvest Food Bank. In addition, numerous smaller donations (typically in the range of $500 to $2,000) were made to approximately 15 smaller local charities, organizations and groups totaling approximately $36,000.
Expenses $310,767 · Grants $310,767
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $18,000 · Grants $18,000
As filed on the 2022 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
David Price
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Peter Truman
Sergeant at arm
- Total calculated
- $0
- Hours/week
- 2
-
Jon Winston
executive Sec
- Total calculated
- $0
- Hours/week
- 4
-
Peggy Alberti
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jerry Souza
Director
- Total calculated
- $0
- Hours/week
- 2
-
Randall Leonard
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jim Felich
Director
- Total calculated
- $0
- Hours/week
- 2
-
Penni Bengston
President
- Total calculated
- $0
- Hours/week
- 2
-
Rebecca Zelion
Director
- Total calculated
- $0
- Hours/week
- 2
-
Scott Edelstein
Director
- Total calculated
- $0
- Hours/week
- 2
-
Karen Gosling
Director
- Total calculated
- $0
- Hours/week
- 2
-
Sanjay Khandelwel
Director
- Total calculated
- $0
- Hours/week
- 2
-
Tom Knott
Director
- Total calculated
- $0
- Hours/week
- 2
-
Ari Symons
Director
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, 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. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$151,000
General Fund
-
$29,250
Primarily for Polio program
-
$25,000
General Fund
-
Delta School SC City Schools
$10,600
General Fund
-
$10,000
General Fund
-
$10,000
General Fund
-
$10,000
-
$10,000
General Fund
-
$8,550
General Fund
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
Rotary Club of Santa Cruz Sunrise
501(c)(6) · To further the mission of Rotary International. · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401239349301805
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.