Nonprofit · EIN 94-2808039
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
Tax-exempt · APTOS, CA 95003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $46,923,526 | $26,928,132 | $19,995,394 | $252,472,451 | $28,539,707 | $223,932,744 |
| December 31, 2023 | 990 | $50,381,031 | $28,633,788 | $21,747,243 | $223,502,260 | $25,714,972 | $197,787,288 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $37,214,040
- Program service revenue
- $325,925
- Investment income
- $9,904,754
- Other revenue
- -$521,193
Expenses
- Grants and similar amounts paid
- $22,817,447
- Compensation of officers, directors and key employees
- $1,008,955
- Other salaries and wages
- $1,380,391
- Salaries, compensation and benefits (total)
- $2,997,464
- Professional fundraising fees
- $0
- Accounting fees
- $278,240
- Depreciation
- $261,719
- Program services (functional)
- $25,905,772
- Management and general (functional)
- $695,273
- Fundraising (functional)
- $327,087
Balance sheet and other
- Total assets, start of year
- $223,502,260
- Total assets, end of year
- $252,472,451
- Total liabilities, end of year
- $28,539,707
- Net assets, end of year
- $223,932,744
- Land, buildings and equipment
- $10,301,120
- Publicly traded securities
- $212,432,436
- Net assets without donor restrictions
- $223,932,744
- Gross receipts
- $46,923,526
- Employees
- 23
- Volunteers
- 20
- Year formed
- 1982
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN TRUE | CHIEF EXECUTIVE OFFICER Officer | 40 | $291,937 | $30,365 |
| SABINE DUKES | CHIEF OPERATING & FINANCE OFFICER Officer | 40 | $224,500 | $34,873 |
| TIM CARSON | PROGRAM DIRECTOR Highest-paid employee | 1 | $165,183 | $20,824 |
| HILARY SHUMAN-BRYANT | DONOR SERVICES DIRECTOR Highest-paid employee | 40 | $165,667 | $19,103 |
| ALEXANDRA URBICK | CONTROLLER Highest-paid employee | 40 | $161,667 | $17,999 |
| JIM WEISENSTEIN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| TREVOR STRUDLEY | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KIRK SCHMIDT | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHRIS MURPHY | SECRETARY Trustee or director | 1 | $0 | $0 |
| ROB ALLEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AUDRIES BLAKE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GINA CASTANEDA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LILIANA 'LILI' DIAZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LAWRENCE 'LARRY' DONATONI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DOUG FISCHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ED NEWMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| ROGELIO PONCE JR | BOARD MEMBER Trustee or director | 1 | $0 |
| SAMUEL PUN | BOARD MEMBER Trustee or director | 1 | $0 |
| SANDY SKEES | BOARD MEMBER Trustee or director | 1 | $0 |
| MARIA ELENA DE LA GARZA | BOARD MEMBER Trustee or director | 1 | $0 |
| LISA FRASER | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN TRUE | CEO Officer | 40 | $271,176 | $28,635 |
| SABINE DUKES | CHIEF OPERATING & FINANCIAL OFFICER/TREASURER Officer | 40 | $214,366 | $31,840 |
| TIM CARSON | PROGRAM DIRECTOR - RWMF Highest-paid employee | 1 | $156,464 | $25,535 |
| ROBERT SWARTZ | EMPLOYEE Highest-paid employee | 1 | $157,166 | $7,530 |
| ALEXANDRA URBICK | CONTROLLER Highest-paid employee | 1 | $145,787 | $12,234 |
| JULIE HAFF | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| TREVOR STRUDLEY | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JIM WEISENSTEIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHRIS MURPHY | SECRETARY Trustee or director | 1 | $0 | $0 |
| GINA CASTANEDA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID DOOLIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARIA ELENA DE LA GARZA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LILIANA 'LILI' DIAZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LAWRENCE 'LARRY' DONATONI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DOUG FISCHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROGELIO PONCE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KIRK SCHMIDT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SANDY SKEES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SIERRA RYAN | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| LISA LURIE | SECRETARY Trustee or director | 0 | $0 | $0 |
| JAMES C THOMPSON | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| KEVIN HEUER | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| HEIDI LUCKENBACH | BOARD MEMBER Trustee or director | 0 | $0 | $0 |
| ROB ALLEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AUDRIES BLAKE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LISA FRASER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7807 SOQUEL DR, APTOS, CA 95003-3914
- Principal officer (990 for 2024)
- SABINE DUKES, 7807 SOQUEL DRIVE, APTOS, CA 95003
- Signed the 990
- SABINE DUKES, CHIEF FINANCE & OPERATING OFFICER
- Phone
- (831) 662-2000
- Website
- WWW.CFSCC.ORG
- Return prepared by
- NOVOGRADAC & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2808039 or by the name COMMUNITY FOUNDATION SANTA CRUZ COUNTY.
- 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
TO PROMOTE PHILANTHROPY TO MAKE SANTA CRUZ COUNTY A BETTER PLACE TO LIVE, NOW AND IN THE FUTURE.WE BRING TOGETHER PEOPLE, IDEAS, AND RESOURCES TO INSPIRE PHILANTHROPY AND ACCOMPLISH GREAT THINGS.
Program accomplishments
- DONOR-ADVISED AND DISCRETIONARY FUNDS HELD AT THE FOUNDATION PROVIDED GRANTS TO TAX-EXEMPT 501(C)(3) NONPROFIT ORGANIZATIONS, CHARITABLE ORGANIZATIONS AND PUBLIC SECTOR SERVICE AGENCIES IN SANTA CRUZ COUNTY AND BEYOND IN SIX BROAD FIELDS OF INTEREST DESIGNATED BY OUR BOARD OF DIRECTORS AS CORE TO OUR MISSION. THESE ARE: ARTS, HISTORY AND CULTURE; COMMUNITY DEVELOPMENT; EDUCATION/YOUTH SERVICES; ENVIRONMENT; HEALTH, AND; HUMAN SERVICES.Expenses $25,905,772 · grants $22,817,447 · revenue $342,050
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2808039
- 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
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $252,472,451
- Income (IRS master file)
- $46,923,526
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $46,923,526 | $26,928,132 | $252,472,451 | IRS |
| 990 | December 2023 | $50,381,031 | $28,633,788 | $223,502,260 | XML |
| 990 | December 2022 | $40,392,988 | $36,616,478 | $185,548,177 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 94-2808039).
Questions about COMMUNITY FOUNDATION SANTA CRUZ COUNTY
- What is the EIN of COMMUNITY FOUNDATION SANTA CRUZ COUNTY?
- The employer identification number (EIN) of COMMUNITY FOUNDATION SANTA CRUZ COUNTY is 94-2808039.
- Is COMMUNITY FOUNDATION SANTA CRUZ COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to COMMUNITY FOUNDATION SANTA CRUZ COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY FOUNDATION SANTA CRUZ COUNTY 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 COMMUNITY FOUNDATION SANTA CRUZ COUNTY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY FOUNDATION SANTA CRUZ COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of COMMUNITY FOUNDATION SANTA CRUZ COUNTY?
- The 990 for the year ended December 31, 2024 names SABINE DUKES.
- Who are the officers and directors of COMMUNITY FOUNDATION SANTA CRUZ COUNTY?
- The 990 for the year ended December 31, 2024 lists 21 people; 5 received compensation from the organization, the highest $291,937 (SUSAN TRUE, CHIEF EXECUTIVE OFFICER).
- How much revenue does COMMUNITY FOUNDATION SANTA CRUZ COUNTY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $46,923,526, expenses of $26,928,132 and total assets of $252,472,451 at year end.
Other nonprofits in APTOS
- THE ALLISON LEE CONDIT FOUNDATION EIN 77-0549288 · last filed 990-PF for 2025
- NEMACHECK FAMILY FOUNDATION INC EIN 33-1171795 · last filed 990-PF for 2024
- KAYE TRUST EIN 77-6181508 · last filed 990 for 2024
- FINKELMAN FAMILY CHARITABLE FOUNDATION EIN 77-0454276 · last filed 990-PF for 2025
- MCGANN FAMILY FOUNDATION EIN 77-0560850 · last filed 990-PF for 2025
- THE JAY MORIARITY FOUNDATION EIN 91-2156995 · last filed 990-N for 2024
- CABRILLO COLLEGE FOUNDATION EIN 94-6121953 · last filed 990 for 2025
- IMAGINE SUPPORTED LIVING SERVICES EIN 61-1418745 · last filed 990 for 2025
All nonprofits in APTOS · California · Philanthropy, voluntarism and grantmaking foundations