Nonprofit · EIN 81-0619851
ROTARY CLUB OF SANTA CRUZ SUNRISE FOUNDATION INC
Tax-exempt · SANTA CRUZ, CA 95061
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $234,709 | $271,844 | -$37,135 | $263,246 | $44,260 | $218,986 |
| June 30, 2024 | 990 | $242,589 | $244,423 | -$1,834 | $311,894 | $55,775 | $256,119 |
| June 30, 2023 | 990 | $379,409 | $340,910 | $38,499 | $326,165 | $0 | $326,165 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $67,611
- Program service revenue
- $0
- Investment income
- $285
- Net income from fundraising events
- $166,813
- Other revenue
- $166,813
Expenses
- Grants and similar amounts paid
- $267,930
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $835
- Program services (functional)
- $267,930
- Management and general (functional)
- $3,914
Balance sheet and other
- Total assets, start of year
- $311,894
- Total assets, end of year
- $263,246
- Total liabilities, end of year
- $44,260
- Net assets, end of year
- $218,986
- Net assets without donor restrictions
- $218,986
- Gross receipts
- $315,096
- Employees
- 0
- Volunteers
- 100
- Year formed
- 2002
- 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 |
|---|---|---|---|
| David Price | President Trustee or director, Officer | 4 | $0 |
| Peter Truman | Treasurer Trustee or director, Officer | 2 | $0 |
| Jon Winston | executive Sec Trustee or director, Officer | 4 | $0 |
| Megan Gilbert | Director Trustee or director | 2 | $0 |
| Mary Alsip | Director Trustee or director | 2 | $0 |
| Kara Capaldo | Director Trustee or director | 2 | $0 |
| Arturo Rodriguez | Director Trustee or director | 2 | $0 |
| Roger Swenson | Director Trustee or director | 2 | $0 |
| Tony Gianotti | Director Trustee or director | 2 | $0 |
| Tiffany Wise-West | Secretary 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 |
| Ari Symons | Director Trustee or director, Officer | 2 | $0 |
| Ferris Sabbah | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Price | Secretary Trustee or director, Officer | 4 | $0 |
| Peter Truman | Treasurer Trustee or director, Officer | 2 | $0 |
| Jon Winston | executive Sec Trustee or director, Officer | 4 | $0 |
| Peggy Alberti | Director Trustee or director | 2 | $0 |
| Mary Alsip | Vice President Trustee or director | 2 | $0 |
| Randall Leonard | Director Trustee or director | 2 | $0 |
| Jim Felich | Director Trustee or director | 2 | $0 |
| Penni Bengston | Director Trustee or director | 2 | $0 |
| Rebecca Zelion | Director Trustee or director | 2 | $0 |
| Tiffany Wise-West | Secretary 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 |
| Ari Symons | President Trustee or director, Officer | 4 | $0 |
| Ferris Sabbah | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Price | Treasurer Trustee or director, Officer | 2 | $0 |
| Peter Truman | Sergeant at arm Trustee or director, Officer | 2 | $0 |
| Jon Winston | executive Sec Trustee or director, Officer | 4 | $0 |
| Peggy Alberti | Director Trustee or director | 2 | $0 |
| Jerry Souza | Director Trustee or director | 2 | $0 |
| Randall Leonard | Director Trustee or director | 2 | $0 |
| Jim Felich | Director Trustee or director | 2 | $0 |
| Penni Bengston | President Trustee or director, Officer | 2 | $0 |
| Rebecca Zelion | Director Trustee or director | 2 | $0 |
| Scott Edelstein | Director Trustee or director | 2 | $0 |
| Karen Gosling | Director Trustee or director | 2 | $0 |
| Sanjay Khandelwel | Director Trustee or director | 2 | $0 |
| Tom Knott | Director Trustee or director | 2 | $0 |
| Ari Symons | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 7026, SANTA CRUZ, CA 95061-7026
- Signed the 990
- Peter Truman, Treasurer
- 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 81-0619851 or by the name ROTARY CLUB OF SANTA CRUZ SUNRISE FOUNDATION INC.
- 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 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).
Program accomplishments
- The organization's mission is to support various community organizations. During the year $246,930 was donated to such programs including $25,000 to Boys & Girls Club of SC; $25,000 to Teen Kitchen; $25,000 to Skills of Life Cafe; $7,600 to Rotary Youth Leadership Awards (RYLA); $1,350 to Delta School; $12,000 to Veterans Surf Alliance.; $75,000 to Santa Cruz County Park Friends-Jade Street Park; $49,084 to Rotary International Service Project in Guatamala . In addition, numerous smaller donations (typically in the range of $500 to $2,000) were made to approximately 30-40 smaller local charities, organizations and groups totaling approximately $30,000.Expenses $246,930 · grants $246,930
- Each year the foundation awards qualifying applicants cash scholarships to be used to further the academic careers of the recepients. The scholarships are awarded to high school seniors.Expenses $21,000 · grants $21,000
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
- 81-0619851
- 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
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $263,246
- Income (IRS master file)
- $315,096
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $234,709 | $271,844 | $263,246 | IRS |
| 990 | June 2024 | $242,589 | $244,423 | $311,894 | IRS |
| 990 | June 2023 | $379,409 | $340,910 | $326,165 | XML |
| 990 | June 2022 | $333,308 | $214,736 | $286,567 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 81-0619851).
Questions about ROTARY CLUB OF SANTA CRUZ SUNRISE FOUNDATION INC
- What is the EIN of ROTARY CLUB OF SANTA CRUZ SUNRISE FOUNDATION INC?
- The employer identification number (EIN) of ROTARY CLUB OF SANTA CRUZ SUNRISE FOUNDATION INC is 81-0619851.
- Is ROTARY CLUB OF SANTA CRUZ SUNRISE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to ROTARY CLUB OF SANTA CRUZ SUNRISE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF SANTA CRUZ SUNRISE FOUNDATION INC 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 CLUB OF SANTA CRUZ SUNRISE FOUNDATION INC 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 CLUB OF SANTA CRUZ SUNRISE FOUNDATION INC 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 CLUB OF SANTA CRUZ SUNRISE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF SANTA CRUZ SUNRISE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $234,709, expenses of $271,844 and total assets of $263,246 at year end.
Other nonprofits in SANTA CRUZ
- COTTONWOOD SPRING EIN 87-3653199 · last filed 990-PF for 2025
- AMERICAN NONPROFITS INC EIN 45-5349356 · last filed 990 for 2025
- DJ AND NB LARSON FAMILY FOUNDATION INC EIN 92-1742868 · last filed 990-PF for 2025
- CONNECTED-CONECTANDO EDUCACION EIN 46-3546942 · last filed 990 for 2025
- HEBELER FOUNDATION EIN 20-5990006 · last filed 990-PF for 2025
- RIVERPSYKHE INC EIN 84-1828638 · last filed 990 for 2024
- SANTA CRUZ ROTARY FOUNDATION EIN 33-1125601 · last filed 990 for 2025
- RAM AND THAILA RAMANUJAM FOUNDATION EIN 26-1620263 · last filed 990-PF for 2025
All nonprofits in SANTA CRUZ · California · Philanthropy, voluntarism and grantmaking foundations