Nonprofit · EIN 77-0137923
ROTARY INTERNATIONAL
Also known as ROTARY CLUB OF SANTA CRUZ-SUNRISE
Tax-exempt · SANTA CRUZ, CA 95061
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $71,871 | $68,971 | $2,900 | $24,624 | $3,527 | $21,097 |
| June 30, 2024 | 990 | $74,898 | $69,977 | $4,921 | $22,099 | $3,902 | $18,197 |
| June 30, 2023 | 990 | $61,767 | $89,754 | -$27,987 | $18,122 | $0 | $18,122 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $61,824
- Membership dues
- $61,824
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- $10,047
- Other revenue
- $10,047
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $68,971
Balance sheet and other
- Total assets, start of year
- $22,099
- Total assets, end of year
- $24,624
- Total liabilities, end of year
- $3,527
- Net assets, end of year
- $21,097
- Gross receipts
- $71,871
- Employees
- 0
- Volunteers
- 100
- Year formed
- 1985
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jon Winston | Secretary Trustee or director, Officer | 2 | $0 |
| David Price | President Trustee or director, Officer | 2 | $0 |
| Peter Truman | Treasurer Trustee or director, Officer | 2 | $0 |
| Tony Gianotti | Director Trustee or director | 2 | $0 |
| Tiffany Wise West | Secretary Trustee or director | 2 | $0 |
| Megan Gilbert | Director Trustee or director | 2 | $0 |
| Kara Capaldo | Director Trustee or director | 2 | $0 |
| Eileen Beaudry | Director Trustee or director | 2 | $0 |
| Deandre James | Director Trustee or director | 2 | $0 |
| Dave Mello | Director Trustee or director | 2 | $0 |
| Ferris Sabbah | Director Trustee or director | 2 | $0 |
| Ari Symons | Director Trustee or director | 2 | $0 |
| Mary Alsip | Director Trustee or director | 2 | $0 |
| Arturo Rodriguez | Director Trustee or director | 2 | $0 |
| Roger Swenson | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jon Winston | Secretary Trustee or director, Officer | 2 | $0 |
| David Price | Secretary Trustee or director, Officer | 2 | $0 |
| Peter Truman | Treasurer Trustee or director, Officer | 2 | $0 |
| Peggy Alberti | Director Trustee or director | 2 | $0 |
| Tiffany Wise West | Secretary Trustee or director | 2 | $0 |
| Penni Bengston | Director Trustee or director | 2 | $0 |
| Randall Leonard | Director Trustee or director | 2 | $0 |
| Jim Felich | Director Trustee or director | 2 | $0 |
| Eileen Beaudry | Director Trustee or director | 2 | $0 |
| Rebecca Zeilon | Director Trustee or director | 2 | $0 |
| Deandre James | Director Trustee or director | 2 | $0 |
| Dave Mello | Director Trustee or director | 2 | $0 |
| Ferris Sabbah | Director Trustee or director | 2 | $0 |
| Ari Symons | President Trustee or director, Officer | 2 | $0 |
| Mary Alsip | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jon Winston | Secretary Trustee or director, Officer | 2 | $0 |
| David Price | Treasurer Trustee or director, Officer | 2 | $0 |
| Peter Truman | Seargent at Arm Trustee or director, Officer | 2 | $0 |
| Peggy Alberti | Director Trustee or director | 2 | $0 |
| Jerry Souza | Director Trustee or director | 2 | $0 |
| Penni Bengston | President Trustee or director, Officer | 2 | $0 |
| Randall Leonard | Director Trustee or director | 2 | $0 |
| Jim Felich | Director Trustee or director | 2 | $0 |
| Scott Edelstein | Director Trustee or director | 2 | $0 |
| Rebecca Zeilon | Director Trustee or director | 2 | $0 |
| Karen Gosling | Director Trustee or director | 2 | $0 |
| Sanjay Khandelwal | Director Trustee or director | 2 | $0 |
| Tom Knott | Director Trustee or director | 2 | $0 |
| Ari Symons | Secretary Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 7026, SANTA CRUZ, CA 95061-7026
- In care of
- % DAVID PRICE
- Signed the 990
- David Price, President
- Phone
- (831) 429-9500
- Return prepared by
- Aardvark Tax Advisors LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0137923 or by the name ROTARY INTERNATIONAL.
- 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
Santa Cruz Sunrise is a member club of Rotary International. The Rotary motto, "Service Above Self" conveys the humanitarian spirit of the club's members. Strong fellowship among Rotarians and meaningful community and international service projects characterize Rotary worldwide. Sunrise Rotary provides aid to other nonprofits, youth athletics, & humanitarian projects in and around the Santa Cruz area.
Program accomplishments
- Support of youth athletics, community services and various other nonprofit organizations throughout Santa Cruz County. Also provide funding and assistance for specific humanitarian projects and Rotary International projects.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0137923
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1942
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0573: ROTARY INTERNATIONAL
- Assets (IRS master file)
- $24,624
- Income (IRS master file)
- $71,871
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $71,871 | $68,971 | $24,624 | IRS |
| 990 | June 2024 | $74,898 | $69,977 | $22,099 | IRS |
| 990 | June 2023 | $61,767 | $89,754 | $18,122 | XML |
| 990 | June 2022 | $69,026 | $57,299 | $44,404 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 77-0137923).
Questions about ROTARY INTERNATIONAL
- What is the EIN of ROTARY INTERNATIONAL?
- The employer identification number (EIN) of ROTARY INTERNATIONAL is 77-0137923.
- Is ROTARY INTERNATIONAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1942.
- Are donations to ROTARY INTERNATIONAL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROTARY INTERNATIONAL 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 ROTARY INTERNATIONAL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTARY INTERNATIONAL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of ROTARY INTERNATIONAL?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does ROTARY INTERNATIONAL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $71,871, expenses of $68,971 and total assets of $24,624 at year end.
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