Nonprofit · EIN 77-0384501
SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION
Tax-exempt · SOLVANG, CA 93464
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $112,740 | $58,572 | $54,168 | $594,220 | $57,301 | $536,919 |
| June 30, 2024 | 990 | $71,276 | $65,696 | $5,580 | $459,565 | $0 | $459,565 |
| June 30, 2023 | 990-EZ | $50,966 | $51,440 | -$474 | $437,046 | $0 | $437,046 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $75,483
- Program service revenue
- $0
- Investment income
- $23,159
- Net gain from sales of assets
- $1,724
- Net income from fundraising events
- -$5,894
- Other revenue
- $14,098
Expenses
- Grants and similar amounts paid
- $53,861
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,200
- Program services (functional)
- $53,861
- Management and general (functional)
- $4,711
Balance sheet and other
- Total assets, start of year
- $459,565
- Total assets, end of year
- $594,220
- Total liabilities, end of year
- $57,301
- Net assets, end of year
- $536,919
- Publicly traded securities
- $422,603
- Gross receipts
- $245,581
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1994
- 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 |
|---|---|---|---|
| JOSEPH DUGAN | PRESIDENT Trustee or director | 1 | $0 |
| TAMMY WESTWOOD | TREASURER Trustee or director | 1 | $0 |
| GREG PENSA | VICE-PRESIDENT Trustee or director | 1 | $0 |
| RANDY JONES | DIRECTOR Trustee or director | 1 | $0 |
| PAUL MATTHIES | SECRETARY Trustee or director | 1 | $0 |
| VANESSA HERTLER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH DUGAN | PRESIDENT Trustee or director | 1 | $0 |
| DAVID WYATT | TREASURER Trustee or director | 1 | $0 |
| GREG PENSA | VICE-PRESIDENT Trustee or director | 1 | $0 |
| RANDY JONES | DIRECTOR Trustee or director | 1 | $0 |
| PAUL MATTHIES | SECRETARY Trustee or director | 1 | $0 |
| TAMMY WESTWOOD | DIRECTOR Trustee or director | 1 | $0 |
990-EZ for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE DUGAN | PRESIDENT | 1 | $0 |
| DAVID WYATT | TREASURER | 1 | $0 |
| GREG PENSA | VICE-PRESIDENT | 1 | $0 |
| RANDY JONES | DIRECTOR | 1 | $0 |
| PAUL MATTHIES | SECRETARY | 1 | $0 |
| TAMMY WESTWOOD | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 121, SOLVANG, CA 93464-0121
- In care of
- % RICHARD MORGANTINI CEF
- Principal officer (990 for 2024)
- JOSEPH DUGAN, 640 CHALK HILL RD, SOLVANG, CA 93463
- Signed the 990
- JOSEPH DUGAN, President
- Phone
- (805) 451-4339
- Return prepared by
- Verva Enoch CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0384501 or by the name SANTA YNEZ VALLEY ROTARY CLUB 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 MISSION OF THE SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION IS TO BENEFIT CHARITABLE PROGRAMS BOTH LOCALLY AND INTERNATIONALLY.
Program accomplishments
- GRANTS TO INTERNATIONAL CHARITIESExpenses $6,000 · grants $6,000
- GRANTS TO LOCAL CHARITIES, INCLUDING FOR FOOD SECURITY, LOCAL PROGRAMS BENEFITING SENIORS, PROGRAMS TO BENEFIT EDUCATION AND CULTURE IN THE LOCAL AREA.Expenses $35,599 · grants $35,599
- GRANTS FOR SCHOLARSHIPS AND YOUTH PROGRAMS IN THE LOCAL AREA.Expenses $12,262 · grants $12,262
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
- 77-0384501
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $594,220
- Income (IRS master file)
- $245,581
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $112,740 | $58,572 | $594,220 | IRS |
| 990 | June 2024 | $71,276 | $65,696 | $459,565 | XML |
| 990-EZ | June 2023 | $50,966 | $51,440 | $437,046 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | 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 77-0384501).
Questions about SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION
- What is the EIN of SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION?
- The employer identification number (EIN) of SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION is 77-0384501.
- Is SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA YNEZ VALLEY ROTARY CLUB 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 SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION 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 SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION?
- The 990 for the year ended June 30, 2025 names JOSEPH DUGAN.
- Who are the officers and directors of SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SANTA YNEZ VALLEY ROTARY CLUB FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $112,740, expenses of $58,572 and total assets of $594,220 at year end.
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