Nonprofit · EIN 20-4779014
HEALDSBURG ROTARY SCHOLARSHIP FUND
Tax-exempt · HEALDSBURG, CA 95448
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $165,914 | $252,679 | -$86,765 | $1,055,552 | $0 | $1,055,552 |
| June 30, 2024 | 990 | $214,467 | $101,009 | $113,458 | $1,089,098 | $4,000 | $1,085,098 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $28,191
- Program service revenue
- $1,050
- Investment income
- $55,891
- Net income from fundraising events
- $80,782
- Other revenue
- $80,782
Expenses
- Grants and similar amounts paid
- $248,016
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $252,604
- Management and general (functional)
- $75
Balance sheet and other
- Total assets, start of year
- $1,089,098
- Total assets, end of year
- $1,055,552
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,055,552
- Gross receipts
- $235,083
- Employees
- 0
- Volunteers
- 68
- Year formed
- 2006
- 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 |
|---|---|---|---|
| Kellie Larson | Director Trustee or director | 10 | $0 |
| Jim Manly | Treasurer Trustee or director | 15 | $0 |
| Douglas Garrett | Secretary Trustee or director | 5 | $0 |
| Jaime Campoverde | Director Trustee or director | 5 | $0 |
| Paul Frechette | Director Trustee or director | 5 | $0 |
| Richard Cochran | Director Trustee or director | 5 | $0 |
| Graham Freeman | Director Trustee or director | 5 | $0 |
| Andy Elkind | Director Trustee or director | 5 | $0 |
| James Westfall | President Trustee or director | 5 | $0 |
| Dave Henderson | Director Trustee or director | 5 | $0 |
| Jean Herschede | Director Trustee or director | 5 | $0 |
| Cathy King | Director Trustee or director | 5 | $0 |
| Tim Mann | Director Trustee or director | 5 | $0 |
| Don Mitchell | Director Trustee or director | 5 | $0 |
| Norman Fujita | Director Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kellie Larson | CEO Trustee or director | 10 | $0 |
| Jim Manly | Treasurer Trustee or director | 15 | $0 |
| Paul Garrett | Secretary Trustee or director | 5 | $0 |
| John Avakian | Director Trustee or director | 5 | $0 |
| James Brenton | Director Trustee or director | 5 | $0 |
| Richard Cochran | Director Trustee or director | 5 | $0 |
| Devin Drew | Director Trustee or director | 5 | $0 |
| Andy Elkind | Director Trustee or director | 5 | $0 |
| Jim Westfall | President Elect Trustee or director | 5 | $0 |
| Patricia Fitchner | Director Trustee or director | 5 | $0 |
| Jean Herschede | Director Trustee or director | 5 | $0 |
| Cathy King | Director Trustee or director | 5 | $0 |
| Emily Martin | President Trustee or director | 5 | $0 |
| Don Mitchell | Director Trustee or director | 5 | $0 |
| Norman Fujita | Director Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 671, HEALDSBURG, CA 95448-0671
- In care of
- % GARY ANDERSON
- Mailing address (990-N for 2014)
- P O Box 671, Healdsburg CA 95448
- Principal officer (990 for 2024)
- James Westfall, Post Office Box 671, Healdsburg, CA 95448
- Principal officer (990-N for 2014)
- Wally Schultz, P O Box 671, Healdsburg CA 95448
- Signed the 990
- James Westfall, President
- Phone
- (707) 473-0838
- Return prepared by
- Goranson Tax and Consulting Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 20-4779014 or by the name HEALDSBURG ROTARY SCHOLARSHIP FUND.
- 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
TO PROVIDE SCHOLARSHIPS TO STUDENTS WHO RESIDE WITHIN THE HEALDSBURG UNIFIED HIGH SCHOOL DISTRICT FOR POST SECONDARY (COLLEGE OR TRADE SCHOOL) EDUCATION AND RELATED EXPENSES.
Program accomplishments
- Crab Feast & Auction- Volunteer hours 200 An event services management agreement with the Rotary club of Healdsburg was established to manage the event. Event duties were financial and auction accounting, solicitation and collection of donations, publicity for the event, sale of the tickets, processing and collection of payments, disbursement of auction winnings, and dinner preparation. The non-profit auction company, Greater Giving, provided the software for the event. Credit card payments were collected by the Healdsburg Rotary Foundation. Our grant and donations follow the IRS Charitable Non-profit regulations and are guided by the Rotary International Constitution and By-laws. The Board of Directors has authority to direct grants to various groups in our community as well as internationally.In the last fiscal year, we funded community projects that installed public swings for handicapped children, Funded the purchase of equipment to reduce fire hazards in our area. Funded a local reach out & read program for local underserved children. Funded a school garden network community food garden at two local elementary schools, Funded local arts and music education events, funded Dolly Parton Imagination Library for Healdsburg and Geyserville preschoolers. Provided High School seniors with scholarships to continue their education.In the 24-25 year, both financial and physical labor was supplied to multiple different non-profit groups. Total volunteer hours well over 250.Our projects impacted at least 15,000 locally and 500 internationally.Expenses $252,604
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
- 20-4779014
- 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
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,055,552
- Income (IRS master file)
- $235,083
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $165,914 | $252,679 | $1,055,552 | XML |
| 990 | June 2024 | $214,467 | $101,009 | $1,089,098 | XML |
| 990 | June 2023 | $169,744 | $94,367 | $834,950 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-N for 2014 Officer: Wally Schultz | June 30, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
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 20-4779014).
Questions about HEALDSBURG ROTARY SCHOLARSHIP FUND
- What is the EIN of HEALDSBURG ROTARY SCHOLARSHIP FUND?
- The employer identification number (EIN) of HEALDSBURG ROTARY SCHOLARSHIP FUND is 20-4779014.
- Is HEALDSBURG ROTARY SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to HEALDSBURG ROTARY SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEALDSBURG ROTARY SCHOLARSHIP FUND 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 HEALDSBURG ROTARY SCHOLARSHIP FUND 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 HEALDSBURG ROTARY SCHOLARSHIP FUND 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 HEALDSBURG ROTARY SCHOLARSHIP FUND?
- The 990 for the year ended June 30, 2025 names James Westfall.
- Who are the officers and directors of HEALDSBURG ROTARY SCHOLARSHIP FUND?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does HEALDSBURG ROTARY SCHOLARSHIP FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $165,914, expenses of $252,679 and total assets of $1,055,552 at year end.
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- ST JOHN THE BAPTIST HEALDSBURG SCHOOL FOUNDATION EIN 84-4073455 · last filed 990 for 2024
- ALEXANDER VALLEY UNION SCHOOL CLUB EIN 68-0013283 · last filed 990-EZ for 2025
- FELTA FOUNDATION EIN 68-0479413 · last filed 990-EZ for 2025
- HEALDSBURG COMMUNITY NURSERY SCHOOL INC EIN 94-6138162 · last filed 990-EZ for 2025
- HEALDSBURG GREYHOUND BOOSTER CLUB EIN 68-0009096 · last filed 990-EZ for 2026
- HEALDSBURG EDUCATION FOUNDATION EIN 68-0051242 · last filed 990 for 2025