Nonprofit · EIN 94-2560310
SANTA CRUZ ROTARY ENDOWMENT
Tax-exempt · SANTA CRUZ, CA 95061
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $135,183 | $137,355 | -$2,172 | $1,613,337 | $300 | $1,613,037 |
| June 30, 2024 | 990 | $189,232 | $64,800 | $124,432 | $1,516,966 | $300 | $1,516,666 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $67,935
- Program service revenue
- $0
- Investment income
- $67,248
- Net gain from sales of assets
- $39,479
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $116,432
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,250
- Program services (functional)
- $126,216
- Management and general (functional)
- $11,139
Balance sheet and other
- Total assets, start of year
- $1,516,966
- Total assets, end of year
- $1,613,337
- Total liabilities, end of year
- $300
- Net assets, end of year
- $1,613,037
- Publicly traded securities
- $1,476,598
- Net assets without donor restrictions
- $1,613,037
- Gross receipts
- $564,448
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1981
- 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 | From related orgs |
|---|---|---|---|---|
| IAN MACKENZIE | TREASURER Trustee or director, Officer | 2 | $0 | $12,000 |
| LINDA BURROUGHS | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| ANNIE ASCHE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BOB BOSSO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JACK RITCHEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JIM COURTRIGHT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHARLES ELDRIDGE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JANET KRASSOW | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VAL MACKEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DONNA MAURILLO | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOHN BURROUGHS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BURT REES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JIM ZENNER | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| BLAINE BROKAW | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KRISTA SNELLING | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| IAN MACKENZIE | TREASURER Trustee or director, Officer | 2 | $0 | $12,000 |
| LINDA BURROUGHS | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| ANNIE ASCHE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BOB BOSSO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JACK RITCHEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JIM COURTRIGHT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHARLES ELDRIDGE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JANET KRASSOW | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VAL MACKEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DONNA MAURILLO | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOHN BURROUGHS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BURT REES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JIM ZENNER | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| BLAINE BROKAW | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KRISTA SNELLING | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 497, SANTA CRUZ, CA 95061-0497
- In care of
- % WILLIAM S LYNCH TREASURER
- Principal officer (990 for 2024)
- IAN MACKENZIE, PO BOX 497, SANTA CRUZ, CA 95061
- Signed the 990
- 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 94-2560310 or by the name SANTA CRUZ ROTARY ENDOWMENT.
- 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
PROVIDE ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO LOCAL STUDENTS.
Program accomplishments
- AWARDED ACADEMIC AND VOCATIONAL SCHOLARSHIPS TO LOCAL STUDENTSExpenses $126,216 · grants $116,432
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
- 94-2560310
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1981
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,613,337
- Income (IRS master file)
- $564,448
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $135,183 | $137,355 | $1,613,337 | XML |
| 990 | June 2024 | $189,232 | $64,800 | $1,516,966 | XML |
| 990 | June 2023 | $85,667 | $89,549 | $1,383,852 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | 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 94-2560310).
Questions about SANTA CRUZ ROTARY ENDOWMENT
- What is the EIN of SANTA CRUZ ROTARY ENDOWMENT?
- The employer identification number (EIN) of SANTA CRUZ ROTARY ENDOWMENT is 94-2560310.
- Is SANTA CRUZ ROTARY ENDOWMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to SANTA CRUZ ROTARY ENDOWMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SANTA CRUZ ROTARY ENDOWMENT 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 CRUZ ROTARY ENDOWMENT 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 CRUZ ROTARY ENDOWMENT 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 CRUZ ROTARY ENDOWMENT?
- The 990 for the year ended June 30, 2025 names IAN MACKENZIE.
- Who are the officers and directors of SANTA CRUZ ROTARY ENDOWMENT?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does SANTA CRUZ ROTARY ENDOWMENT have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $135,183, expenses of $137,355 and total assets of $1,613,337 at year end.
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- 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