Nonprofit · EIN 91-1752304
ROTARY CLUB OF SANTA BARBARA SUNRISE CHARITABLE FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93150
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $179,481 | $153,883 | $25,598 | $273,385 | $8,444 | $264,941 |
| June 30, 2024 | 990-EZ | $87,906 | $55,549 | $32,357 | $239,279 | $7,862 | $231,417 |
| June 30, 2023 | 990-EZ | $78,383 | $99,170 | -$20,787 | $208,017 | $15,639 | $192,378 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $174,383
- Investment income
- $5,300
- Net income from fundraising events
- -$202
Expenses
- Grants and similar amounts paid
- $147,677
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $500
- Other expenses
- $5,706
- Program services (functional)
- $3,554
Balance sheet and other
- Total assets, start of year
- $239,279
- Total assets, end of year
- $273,385
- Total liabilities, end of year
- $8,444
- Net assets, end of year
- $264,941
- Cash, savings and investments
- $267,982
- Gross receipts
- $196,236
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 |
|---|---|---|---|
| JANET NAPIER | PRESIDENT | 1 | $0 |
| JODY DOLAN HOLEHOUSE | TREASURER | 4 | $0 |
| DENNIS JOHNS | SECRETARY | 1 | $0 |
| BRUCE BELFIORE | IMMEDIATE PAST PRESIDENT C | 1 | $0 |
| SCOTT BURNS | DIRECTOR | 1 | $0 |
| E RUSSELL SMITH | PAST PRESIDENT | 1 | $0 |
| DIANA WASHBURNRON BROOKS | COMMUNITY SERVICE CHAIR CL | 1 | $0 |
| HANNAH RAELMARJORIE WOODRUFF | INTERNATIONAL SERVICE CHAI | 1 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LUZ MARIA ORTIZ SMITH | PRESIDENT | 1 | $0 |
| JODY DOLAN HOLEHOUSE | TREASURER | 4 | $0 |
| DENNIS JOHNS | SECRETARY | 1 | $0 |
| JUDITH COOK | IMMEDIATE PAST PRESIDENT CLUB | 1 | $0 |
| SCOTT BURNS | DIRECTOR | 1 | $0 |
| E RUSSELL SMITH | PAST PRESIDENT | 1 | $0 |
| DIANA WASHBURN | COMMUNITY SERVICE CHAIR CLUB | 1 | $0 |
| OSCAR ZAVALA | INTERNATIONAL SERVICE CHAIR CLUB | 1 | $0 |
990-EZ for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK TABAR | PRESIDENT | 1 | $0 |
| JODY DOLAN HOLEHOUSE | TREASURER | 4 | $0 |
| LUZ MARIA ORTIZ SMITH | SECRETARY | 1 | $0 |
| JANET NAPIER | DIRECTOR/INTERNATIONAL SER | 1 | $0 |
| HANNAH RAEL | DIRECTOR/IMMEDIATE PAST PR | 1 | $0 |
| E RUSSELL SMITH | DIRECTOR | 1 | $0 |
| SCOTT BURNS | DIRECTOR | 1 | $0 |
| MARIA LONG | DIRECTOR | 1 | $0 |
| DIANA WASHBURN | DIRECTOR/COMMUNITY SERVIC | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 50355, SANTA BARBARA, CA 93150-0355
- Mailing address (990-N for 2018)
- PO Box 50355, Santa Barbara CA 93150
- Principal officer (990-N for 2018)
- Janet Napier, 1545 La Vista del Oceano, Santa Barbara CA 93109
- Signed the 990-EZ
- JANET NAPIER, PRESIDENT
- Phone
- (805) 966-1521
- Return prepared by
- NASIF HICKS HARRIS & CO LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 91-1752304 or by the name ROTARY CLUB OF SANTA BARBARA SUNRISE 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 LOCAL AND INTERNATIONAL CHARITIES
Program accomplishments
- SUPPORT LOCAL AND DOMESTIC SERVICE PROJECTS: INCLUDES GRANTS AND EXPENSES FOR YOUTH SERVICES, DISASTER RELIEF AND EDUCATIONAL PROJECTS LOCATED WITHIN THE UNITED STATES.Expenses $3,464 · grants $98,580
- SUPPORT INTERNATIONAL SERVICE PROJECTS: INCLUDES GRANTS AND EXPENSES FOR YOUTH SERVICES, DISASTER RELIEF, CLEAN WATER AND EDUCATIONAL PROJECTS LOCATED OUTSIDE THE UNITED STATES.Expenses $90 · grants $49,097
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
- 91-1752304
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50Z)
- Assets (IRS master file)
- $273,385
- Income (IRS master file)
- $196,236
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $179,481 | $153,883 | $273,385 | IRS |
| 990-EZ | June 2024 | $87,906 | $55,549 | $239,279 | XML |
| 990-EZ | June 2023 | $78,383 | $99,170 | $208,017 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-N for 2018 Officer: Janet Napier | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | 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 91-1752304).
Questions about ROTARY CLUB OF SANTA BARBARA SUNRISE CHARITABLE FOUNDATION
- What is the EIN of ROTARY CLUB OF SANTA BARBARA SUNRISE CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF SANTA BARBARA SUNRISE CHARITABLE FOUNDATION is 91-1752304.
- Is ROTARY CLUB OF SANTA BARBARA SUNRISE CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ROTARY CLUB OF SANTA BARBARA SUNRISE 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 SUNRISE 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 SUNRISE 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 SUNRISE 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 is the principal officer of ROTARY CLUB OF SANTA BARBARA SUNRISE CHARITABLE FOUNDATION?
- The 990-N for 2018 names Janet Napier.
- Who are the officers and directors of ROTARY CLUB OF SANTA BARBARA SUNRISE CHARITABLE FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF SANTA BARBARA SUNRISE CHARITABLE FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $179,481, expenses of $153,883 and total assets of $273,385 at year end.
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All nonprofits in SANTA BARBARA · California · Philanthropy, voluntarism and grantmaking foundations