Nonprofit · EIN 03-0374400
ROTARY CLUB OF PLEASANTON NORTH FOUNDATION
Tax-exempt · PLEASANTON, CA 94566
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $96,711 | $82,569 | $14,142 | $917,618 | $3,236 | $914,382 |
| June 30, 2024 | 990 | $136,363 | $70,756 | $65,607 | $839,471 | $2,715 | $836,756 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $73,960
- Program service revenue
- $0
- Investment income
- $23,752
- Net income from fundraising events
- -$1,001
- Other revenue
- -$1,001
Expenses
- Grants and similar amounts paid
- $73,078
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,166
- Program services (functional)
- $73,078
- Management and general (functional)
- $9,491
Balance sheet and other
- Total assets, start of year
- $839,471
- Total assets, end of year
- $917,618
- Total liabilities, end of year
- $3,236
- Net assets, end of year
- $914,382
- Net assets without donor restrictions
- $914,382
- Gross receipts
- $120,896
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1987
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTEN BUREMAN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ED ETZEL | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| PHIL STONE | TREASURER Trustee or director, Officer | 1.5 | $0 |
| TAMI HENNEGAN | SECRETARY Trustee or director, Officer | 1 | $0 |
| KEVIN GREENLEE | DIRECTOR Trustee or director | 0.25 | $0 |
| CASEY HUNTER | DIRECTOR Trustee or director | 0.25 | $0 |
| STEVE SHERMAN | DIRECTOR Trustee or director | 0.25 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK HANNA | PRESIDENT Trustee or director, Officer | 1 | $0 |
| PHIL STONE | TREASURER Trustee or director, Officer | 1.5 | $0 |
| DEB COVERT | SECRETARY Trustee or director, Officer | 1 | $0 |
| TOM POWERS | DIRECTOR Trustee or director | 0.25 | $0 |
| CASEY HUNTER | DIRECTOR Trustee or director | 0.25 | $0 |
| KRISTEN BURMAN | DIRECTOR Trustee or director | 0.25 | $0 |
| KEVIN GREENLEY | DIRECTOR Trustee or director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1142, PLEASANTON, CA 94566-0114
- In care of
- % HERBERT RITTER
- Principal officer (990 for 2024)
- ED ETZEL, PO BOX 1142, PLEASANTON, CA 945660114
- Signed the 990
- ED ETZEL, TREASURER/VICE PRESIDENT
- Phone
- (925) 487-5551
- Return prepared by
- ROBERT LEE & ASSOCIATES LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 03-0374400 or by the name ROTARY CLUB OF PLEASANTON NORTH 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
THE ORGANIZATION MISSION IS TO PROVIDE SCHOLARSHIPS AND FUNDS TO YOUTH PROJECTS IN THE TRI-VALLEY AREA AND AWARD GRANTS TO LOCAL AND INTERNATIONAL NOT-FOR-PROFIT ORGANIZATIONS.
Program accomplishments
- PROVIDE FUNDS TO LOCAL AND INTERNATIONAL NOT FOR PROFIT ORGANIZATIONSExpenses $73,078 · grants $73,078
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 03-0374400
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $917,618
- Income (IRS master file)
- $120,896
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $96,711 | $82,569 | $917,618 | XML |
| 990 | June 2024 | $136,363 | $70,756 | $839,471 | XML |
| 990 | June 2023 | $127,078 | $49,527 | $721,708 | IRS |
| 990 | June 2022 | $120,136 | $68,688 | $608,386 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | 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 03-0374400).
Questions about ROTARY CLUB OF PLEASANTON NORTH FOUNDATION
- What is the EIN of ROTARY CLUB OF PLEASANTON NORTH FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF PLEASANTON NORTH FOUNDATION is 03-0374400.
- Is ROTARY CLUB OF PLEASANTON NORTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to ROTARY CLUB OF PLEASANTON NORTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF PLEASANTON NORTH 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 PLEASANTON NORTH 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 PLEASANTON NORTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROTARY CLUB OF PLEASANTON NORTH FOUNDATION?
- The 990 for the year ended June 30, 2025 names ED ETZEL.
- Who are the officers and directors of ROTARY CLUB OF PLEASANTON NORTH FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF PLEASANTON NORTH FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $96,711, expenses of $82,569 and total assets of $917,618 at year end.
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