Nonprofit · EIN 33-0934459
SURFING HERITAGE FOUNDATION
Tax-exempt · SAN CLEMENTE, CA 92672
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $860,157 | $700,121 | $160,036 | $5,691,082 | $21,162 | $5,669,920 |
| March 31, 2024 | 990 | $427,544 | $987,176 | -$559,632 | $5,567,159 | $37,375 | $5,529,784 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $760,917
- Membership dues
- $13,400
- Program service revenue
- $2,625
- Investment income
- $63,109
- Royalties
- $2,970
- Net rental income
- $4,203
- Net income from fundraising events
- $14,734
- Net income from sales of inventory
- $11,524
- Other revenue
- $33,506
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $107,333
- Other salaries and wages
- $197,441
- Salaries, compensation and benefits (total)
- $340,993
- Professional fundraising fees
- $0
- Legal fees
- $4,212
- Accounting fees
- $7,800
- Occupancy
- $66,298
- Travel
- $2,175
- Depreciation
- $38,062
- Program services (functional)
- $575,417
- Management and general (functional)
- $77,597
- Fundraising (functional)
- $47,107
Balance sheet and other
- Total assets, start of year
- $5,567,159
- Total assets, end of year
- $5,691,082
- Total liabilities, end of year
- $21,162
- Net assets, end of year
- $5,669,920
- Land, buildings and equipment
- $1,585,076
- Publicly traded securities
- $37,539
- Net assets without donor restrictions
- $4,799,022
- Net assets with donor restrictions
- $870,898
- Gross receipts
- $874,807
- Employees
- 6
- Year formed
- 2000
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL IZZI | FMR EXEC DIR Officer | 40 | $93,333 |
| JEFF ALTER | EXECUTIVE DI Officer | 40 | $28,000 |
| ROYCE CANSLER | DIRECTOR Trustee or director | 0 | $0 |
| MARK CHRISTY | CO-CHAIR Trustee or director | 20 | $0 |
| SPENCER CROUL | FMR CO-CHAIR Trustee or director, Officer | 20 | $0 |
| GREG DILLION | DIRECTOR Trustee or director | 0 | $0 |
| MICHAEL DOVEY | DIRECTOR Trustee or director | – | $0 |
| BILL EDDY | DIRECTOR Trustee or director | 0 | $0 |
| RICH FIGONE | DIRECTOR Trustee or director | 0 | $0 |
| RANDY HILD | DIRECTOR Trustee or director | 0 | $0 |
| GREG MACGILIVRAY | DIRECTOR Trustee or director | 0 | $0 |
| ROBERT MARDAIN | DIRECTOR Trustee or director | 0 | $0 |
| JOHN MAZZA | DIRECTOR Trustee or director | 0 | $0 |
| DAN MCINERY | SECRETARY Trustee or director | 1 | $0 |
| DICK METZ | DIRECTOR Trustee or director | 0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENNY MICHAEL | FMR SECRETAR Trustee or director | 1 | $0 |
| PAUL NAUDE | CO-CHAIR Trustee or director | 20 | $0 |
| PATTI PANICCIA | FMR CO-CHAIR Trustee or director, Officer | 20 | $0 |
| PAUL STRAUCH | DIRECTOR Trustee or director | 0 | $0 |
| TOM SULLIVAN | DIRECTOR Trustee or director | – | $0 |
| CANDY WOODWARD | DIRECTOR Trustee or director | 0 | $0 |
990 for the year ended March 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF ALTER | EXECUTIVE DI Officer | 40 | $140,000 |
| SPENCER CROUL | CO-CHAIR Trustee or director, Officer | 20 | $0 |
| GREG DILLION | DIRECTOR Trustee or director | 0 | $0 |
| MICHAEL DOVEY | DIRECTOR Trustee or director | 0 | $0 |
| BILL EDDY | DIRECTOR Trustee or director | 0 | $0 |
| RICH FIGONE | DIRECTOR Trustee or director | 0 | $0 |
| ROBERT MARDAIN | DIRECTOR Trustee or director | 0 | $0 |
| JOHN MAZZA | DIRECTOR Trustee or director | 0 | $0 |
| DICK METZ | DIRECTOR Trustee or director | 0 | $0 |
| DENNY MICHAEL | SECRETARY Trustee or director | 1 | $0 |
| PATTI PANICCIA | CO-CHAIR Trustee or director, Officer | 20 | $0 |
| PAUL STRAUCH | DIRECTOR Trustee or director | 0 | $0 |
| TOM SULLIVAN | DIRECTOR Trustee or director | 0 | $0 |
| RANDY TAYLOR | TREASURER Trustee or director | 1 | $0 |
| CANDY WOODWARD | DIRECTOR Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 110 CALLE IGLESIA, SAN CLEMENTE, CA 92672-7502
- In care of
- % CHARLIE RAINEY
- Principal officer (990 for 2024)
- JEFF ALTER, 110 CALLE IGLESIA, SAN CLEMENTE, CA 92672
- Signed the 990
- JEFF ALTER, EXECUTIVE DIRECTOR
- Phone
- (949) 388-0313
- Website
- WWW.SURFINGHERITAGE.ORG
- Return prepared by
- RAWLING TAX & ACCOUNTING
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0934459 or by the name SURFING HERITAGE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE SURFING HERITAGE FOUNDATION IS DEDICATED TO PRESERVING THE HISTORY OF SURFING. WE COLLECT, PRESERVE, AND DOCUMENT SURF CRAFT, PRINT, PHOTOS, ORAL HISTORIES, ART, CINEMATOGRAPHY, AND SURFING MEMORABILIA FOR THE APPRECIATION AND EDUCATION OF CURRENT AND FUTURE GENERATIONS.
Program accomplishments
- THE SURFING HERITAGE AND CULTURE CENTER (SHACC) OFFERS HOSTED AND INDIVIDUAL TOURS OF ITS EXTENSIVE COLLECTION, FEATURING APPROXIMATELY 500 HISTORIC SURFBOARDS AND 100,000 PHOTOGRAPHS. SHACC BOASTS A TOTAL COLLECTION OF AROUND 500,000 OBJECTS. IN 2024 ALONE, THE WEBSITE HAS ATTRACTED OVER 24,000 VISITS, WITH TOTAL VISITS SURPASSING 200,000. SHACC IS ACTIVE ON SOCIAL MEDIA, WITH OVER 23,000 INSTAGRAM FOLLOWERS, 24,000 FACEBOOK FOLLOWERS. IN ADDITION TO WELCOMING APPROXIMATELY 2,500 VISITORS ANNUALLY, SHACC HAS LOANED ITEMS FROM ITS ARCHIVE TO ENHANCE OTHER MUSEUM EXHIBITS. THE ORGANIZATION IS ALSO DEVELOPING EDUCATIONAL CURRICULA FOR SCHOOLS IN CALIFORNIA AND BEYOND. RECENTLY, SHACC CURATED AN EXHIBIT OF HISTORIC WORLD CHAMPIONSHIP AND OLYMPIC MEDALIST SURFBOARDS, AND THE LATEST EXHIBIT IS A TRIBUTE TO PHOTOGRAPHER, AUTHOR, ENVIRONMENTALIST, IMAX FILM PRODUCER, AND SURF FILMMAKER GREG MACGILLIVRAY. BOTH EXHIBITS ARE NOW SHOWCASED AT THE CENTER.Expenses $575,417 · revenue $13,400
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0934459
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A50)
- Assets (IRS master file)
- $5,691,082
- Income (IRS master file)
- $874,807
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $860,157 | $700,121 | $5,691,082 | XML |
| 990 | March 2024 | $427,544 | $987,176 | $5,567,159 | XML |
| 990 | March 2023 | $281,492 | $437,258 | $6,072,267 | IRS |
| 990 | March 2022 | $637,009 | $560,559 | $6,225,091 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0934459).
Questions about SURFING HERITAGE FOUNDATION
- What is the EIN of SURFING HERITAGE FOUNDATION?
- The employer identification number (EIN) of SURFING HERITAGE FOUNDATION is 33-0934459.
- Is SURFING HERITAGE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to SURFING HERITAGE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SURFING HERITAGE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SURFING HERITAGE FOUNDATION due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SURFING HERITAGE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of SURFING HERITAGE FOUNDATION?
- The 990 for the year ended March 31, 2025 names JEFF ALTER.
- Who are the officers and directors of SURFING HERITAGE FOUNDATION?
- The 990 for the year ended March 31, 2025 lists 21 people; 2 received compensation from the organization, the highest $93,333 (MICHAEL IZZI, FMR EXEC DIR).
- How much revenue does SURFING HERITAGE FOUNDATION have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $860,157, expenses of $700,121 and total assets of $5,691,082 at year end.
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