Nonprofit · EIN 94-1393956
ROTARY INTERNATIONAL
Also known as SANTA CRUZ
Tax-exempt · SANTA CRUZ, CA 95061
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $71,533 | $49,508 | $22,025 | $52,471 | $0 | $52,471 |
| June 30, 2024 | 990-EZ | $56,424 | $56,730 | -$306 | $30,446 | $0 | $30,446 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $31,250
- Investment income
- $19
- Net income from fundraising events
- $40,264
Expenses
- Grants and similar amounts paid
- $11,625
- Compensation of officers, directors and key employees
- $12,000
- Salaries, compensation and benefits (total)
- $12,000
- Professional fees and payments to contractors
- $1,100
- Occupancy
- $859
- Printing, publications and postage
- $247
- Other expenses
- $23,677
- Program services (functional)
- $28,794
Balance sheet and other
- Total assets, start of year
- $30,446
- Total assets, end of year
- $52,471
- Total liabilities, end of year
- $0
- Net assets, end of year
- $52,471
- Cash, savings and investments
- $38,126
- Gross receipts
- $144,128
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IAN MACKENZIE | PRESIDENT ELECT/TREASURER | 15 | $12,000 |
| JILL STONE | PRESIDENT | 2 | $0 |
| WES WALKER | SENIOR DIRECTOR | 1 | $0 |
| MATT FALCONER | SENIOR DIRECTOR | 1 | $0 |
| ASHLEY THOMPSON | SENIOR DIRECTOR | 1 | $0 |
| SARAH MADSEN | SENIOR DIRECTOR | 1 | $0 |
| JEANETTE PAGLIARO | SECRETARY | 1 | $0 |
| BILL BONSALL | JUNIOR DIRECTOR | 1 | $0 |
| ALEENE ALTHOUSE | JUNIOR DIRECTOR | 1 | $0 |
| JAN DERECHO | JUNIOR DIRECTOR | 1 | $0 |
| JIM COURTRIGHT | JUNIOR DIRECTOR | 1 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IAN MACKENZIE | SECRETARY / TREASURER | 15 | $12,000 |
| JILL STONE | PRESIDENT ELECT | 2 | $0 |
| WENDI HAMMANG | JUNIOR DIRECTOR | 1 | $0 |
| WES WALKER | JUNIOR DIRECTOR | 1 | $0 |
| MATT FALCONER | JUNIOR DIRECTOR | 1 | $0 |
| ANGELO DEBERNARDO | PRESIDENT | 1 | $0 |
| JIM WEISENSTEIN | SENIOR DIRECTOR | 1 | $0 |
| BOB DAVIDSON | SENIOR DIRECTOR | 1 | $0 |
| TRACI BLISS | SENIOR DIRECTOR | 1 | $0 |
| HEATHER GORLEY | SENIOR DIRECTOR | 1 | $0 |
| ASHLEY THOMPSON | JUNIOR DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 497, SANTA CRUZ, CA 95061-0497
- In care of
- % JAMES G SANDMAN
- Signed the 990-EZ
- IAN MACKENZIE, TREASURER
- Phone
- (831) 345-5182
- Website
- WWW.SANTACRUZROTARY.ORG
- Return prepared by
- SEGHETTI WAXLER
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1393956 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
THE PRIMARY PURPOSE OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER:FIRST, THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE. SECOND, HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS, THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS, AND THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY. THIRD, THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS AND COMMUNITY LIFE. LASTLY, THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
Program accomplishments
- SUPPORT ROTARY DISTRICT AND INTERNATIONAL PROGRAMS THROUGH THE FUNDING OF VARIOUS ROTARY PROJECTS SUCH AS POLIO PLUS AND YOUTH LEADERSHIP.Expenses $25,294 · grants $8,125
- SUPPORT LOCAL COMMUNITY ORGANIZATIONS IN SANTA CRUZ COUNTY THAT PROVIDE OPPORTUNITIES FOR EDUCATIONAL AND SCIENTIFIC PROGRAMS.Expenses $3,500 · grants $3,500
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 94-1393956
- 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)
- $52,471
- Income (IRS master file)
- $144,128
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $71,533 | $49,508 | $52,471 | XML |
| 990-EZ | June 2024 | $56,424 | $56,730 | $30,446 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 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 94-1393956).
Questions about ROTARY INTERNATIONAL
- What is the EIN of ROTARY INTERNATIONAL?
- The employer identification number (EIN) of ROTARY INTERNATIONAL is 94-1393956.
- 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-EZ for the year ended June 2025.
- Who are the officers and directors of ROTARY INTERNATIONAL?
- The 990-EZ for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $12,000 (IAN MACKENZIE, PRESIDENT ELECT/TREASURER).
- How much revenue does ROTARY INTERNATIONAL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $71,533, expenses of $49,508 and total assets of $52,471 at year end.
Other nonprofits in SANTA CRUZ
- NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA EIN 77-0203935 · last filed 990 for 2024
- ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC EIN 06-1555320 · last filed 990 for 2024
- LAND TRUST OF SANTA CRUZ COUNTY EIN 94-2431856 · last filed 990 for 2025
- ENCOMPASS COMMUNITY SERVICES EIN 23-7275290 · last filed 990 for 2025
- ALLIANCE MEMBER SERVICES INC EIN 06-1555318 · last filed 990 for 2024
- HOUSING MATTERS EIN 77-0126783 · last filed 990 for 2025
- JAIN FOUNDATION EIN 77-0261398 · last filed 990-PF for 2025
- SANTA CRUZ COMMUNITY HEALTH CENTERS EIN 23-7428303 · last filed 990 for 2025