Nonprofit · EIN 77-0076885
ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $62,146 | $42,883 | $19,263 | $370,793 | $0 | $370,793 |
| June 30, 2024 | 990-EZ | $48,501 | $45,927 | $2,574 | $351,530 | $0 | $351,530 |
| June 30, 2023 | 990-EZ | $50,460 | $39,038 | $11,422 | $348,956 | $0 | $348,956 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $17,896
- Membership dues
- $11,719
- Investment income
- $32,531
Expenses
- Grants and similar amounts paid
- $38,034
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $3,600
- Other expenses
- $1,249
- Program services (functional)
- $42,883
Balance sheet and other
- Total assets, start of year
- $351,530
- Total assets, end of year
- $370,793
- Total liabilities, end of year
- $0
- Net assets, end of year
- $370,793
- Cash, savings and investments
- $370,793
- Gross receipts
- $62,146
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 |
|---|---|---|---|
| JOE DOBBS | DIRECTOR | 1 | $0 |
| STEVE YOUNG | DIRECTOR | 1 | $0 |
| TOM JACOBS | DIRECTOR | 1 | $0 |
| MICHAEL BERGQUIST | PRESIDENT | 2 | $0 |
| MARK GALLO | TREASURER | 1 | $0 |
| DENNIS WAID | SECRETARY | 1 | $0 |
| MARTI CORREA DE GARCIA | VICE PRESIDENT | 1 | $0 |
990-EZ for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE DOBBS | DIRECTOR | 1 | $0 |
| STEVE YOUNG | DIRECTOR | 1 | $0 |
| TOM JACOBS | DIRECTOR | 1 | $0 |
| MICHAEL BERGQUIST | PRESIDENT | 2 | $0 |
| MARK GALLO | TREASURER | 1 | $0 |
| DENNIS WAID | SECRETARY | 1 | $0 |
| WILLIAM W GABRIEL | VICE PRESIDENT | 1 | $0 |
990-EZ for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE DOBBS | DIRECTOR | 1 | $0 |
| STEVE YOUNG | DIRECTOR | 1 | $0 |
| TOM JACOBS | DIRECTOR | 1 | $0 |
| MICHAEL BERGQUIST | PRESIDENT | 2 | $0 |
| MARK GALLO | TREASURER | 1 | $0 |
| DENNIS WAID | SECRETARY | 1 | $0 |
| WILLIAM W GABRIEL | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 27 WEST ANAPAMU STREET 371, SANTA BARBARA, CA 93101-3107
- Signed the 990-EZ
- MICHAEL BERGQUIST, PRESIDENT
- Phone
- (805) 869-6245
- Return prepared by
- BARTLETT PRINGLE & WOLF LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0076885 or by the name ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION.
- 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
SUPPORT CHARITIES
Program accomplishments
- PROVIDE SUPPORT FOR VARIOUS LOCAL, NATIONAL, AND INTERNATIONAL CHARITABLE ORGANIZATIONS.Expenses $42,883 · grants $38,034
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
- 77-0076885
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $370,793
- Income (IRS master file)
- $62,146
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $62,146 | $42,883 | $370,793 | XML |
| 990-EZ | June 2024 | $48,501 | $45,927 | $351,530 | XML |
| 990-EZ | June 2023 | $50,460 | $39,038 | $348,956 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | 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 77-0076885).
Questions about ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION
- What is the EIN of ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION is 77-0076885.
- Is ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION 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 BARBARA NORTH CHARITABLE FOUNDATION 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 BARBARA NORTH CHARITABLE FOUNDATION 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 CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF SANTA BARBARA NORTH CHARITABLE FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $62,146, expenses of $42,883 and total assets of $370,793 at year end.
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