Santa Ynez Valley Rotary Club Foundation
Donations deductibleSanta Ynez Valley Rotary Club Foundation's network
6 people5 organisationsi6 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Violet dotted lines (5) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 6 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| David Wyatt | Treasurer | 2019 | 7 yrs |
| Greg Pensa | Vice-President | 2022 | 4 yrs |
| Joseph Dugan (also filed as Joe Dugan) | President | 2019 | 7 yrs |
| Paul Matthies | Company secretary | 2022 | 4 yrs |
| Randy Jones | Director | 2019 | 7 yrs |
| Tammy Westwood | Director | 2023 | 3 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Joseph Dugan | President | 1 | $0 | ||
| Tammy Westwood | Treasurer | 1 | $0 | ||
| Greg Pensa | Vice-President | 1 | $0 | ||
| Randy Jones | Director | 1 | $0 | ||
| Paul Matthies | Secretary | 1 | $0 | ||
| Vanessa Hertler | Director | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Santa Ynez Valley Rotary Club Foundation
- EIN
- 770384501
- Address
- Po Box 121, Solvang, CA, 93464-0121
- State
- California
- Mission
- The mission of the santa ynez valley rotary club foundation is to benefit charitable programs both locally and internationally. (as filed on the Form 990)
- Activity (NTEE)
- T30 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 5 (IRS master file code)
- Formed
- 1994
- Principal officer
- Joseph Dugan (as named on the Form 990)
- IRS ruling date
- 1 December 1994
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥7years on the filingsDavid Wyatt
≥7years on the filingsJoseph Dugan
≥7years on the filingsRandy Jones
≥4years on the filingsGreg Pensa
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $594k
- Total liabilities
- $57k
- Net assets or fund balances
- $537k
- Contributions and grants received
- $75k
- Program service revenue
- $0
- Grants and similar paid out
- $54k
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $71k | $66k | $6k |
As filed on the IRS Form 990. US dollars.
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Solvang Senior Center | To assist with capital campaign | $12k |