Santa Cruz Rotary Endowment
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 74,051 | 63,203 | 10,848 | 141.8 | 0% |
| 2012 | 62,622 | 59,727 | 2,895 | 152.1 | 0% |
| 2013 | 178,034 | 62,650 | 115,384 | 169.7 | 0% |
| 2014 | 116,257 | 55,492 | 60,765 | 228.3 | 0% |
| 2015 | 178,981 | 88,348 | 90,633 | 145.7 | 0% |
| 2016 | 96,620 | 75,397 | 21,223 | 166.5 | 0% |
| 2017 | 77,445 | 59,182 | 18,263 | 226.7 | 0% |
| 2018 | 125,676 | 87,912 | 37,764 | 146.4 | 0% |
| 2019 | 84,192 | 64,269 | 19,923 | 215.2 | 0% |
| 2020 | 94,679 | 67,484 | 27,195 | 208.6 | 0% |
| 2021 | 108,340 | 59,900 | 48,440 | 287.5 | 0% |
| 2022 | 170,787 | 112,190 | 58,597 | 144.1 | 0% |
| 2023 | 85,667 | 89,549 | −3,882 | 185.4 | 0% |
| 2024 | 189,232 | 64,800 | 124,432 | 280.9 | 0% |
In its most recent public year (2024), this organization brought in $124,432 more than it spent. Its reserves stood at about 280.9 months of spending, up from 141.8 in 2011. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2024. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Santa Cruz Rotary Endowment's IRS filings as a feed — one entry per filing year, through 2024. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works