Nonprofit · EIN 20-8586953
SAN FELIPE ROTARY FOUNDATION
Tax-exempt · CALEXICO, CA 92232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-EZ | $74,295 | $72,355 | $1,940 | $12,830 | – | $12,830 |
| March 31, 2025 | 990-EZ | $64,940 | $73,826 | -$8,886 | $10,890 | – | $10,890 |
| March 31, 2024 | 990-EZ | $66,687 | $89,054 | -$22,367 | $0 | – | -$22,367 |
Financial details: 990-EZ for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $71,592
- Net income from fundraising events
- $2,703
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $72,355
- Program services (functional)
- $71,120
Balance sheet and other
- Total assets, start of year
- $10,890
- Total assets, end of year
- $12,830
- Total liabilities, end of year
- –
- Net assets, end of year
- $12,830
- Cash, savings and investments
- $12,830
- Gross receipts
- $76,397
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOU DEZARN | CHAIR | 0 | $0 |
| TINA SWEENEY | TREA | 0 | $0 |
| ANNA MCCOURT | SEC | 0 | $0 |
| JERRY CALLEY | DIR | 0 | $0 |
| SUZI KUKAR | DIR | 0 | $0 |
| MARSHA ATKINSON | DIR | 0 | $0 |
| STEVE JOHNSON | DIR | 0 | $0 |
990-EZ for the year ended March 31, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY CALLEY | CHAIR | 0 | $0 |
| TINA SWEENEY | TREA | 0 | $0 |
| ANNA MCCOURT | SEC | 0 | $0 |
| LOU DEZARN | DIR | 0 | $0 |
| SUZI KUKAR | DIR | 0 | $0 |
990-EZ for the year ended March 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY CALLEY | CHAIR | 0 | $0 |
| TINA SWEENEY | TREA | 0 | $0 |
| ANNA MCCOURT | SEC | 0 | $0 |
| LOU DEZARN | DIR | 0 | $0 |
| SUZI KUKAR | DIR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9011 PMB 370, CALEXICO, CA 92232-9011
- In care of
- % ERICH E ZORR
- Signed the 990-EZ
- TINA SWEENEY, TREASURER
- Phone
- (715) 546-2142
- Return prepared by
- Erich E Zorr CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 20-8586953 or by the name SAN FELIPE ROTARY 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
FUNDING OF HUMANITARIAN, ATHLETIC AND EDUCATIONAL PROJECTS OF THE ROTARY CLUB OF SAN FELIPE
Program accomplishments
- SCHOLARSHIPS FOR NEEDY CHILDRENExpenses $61,220
- SUPPORT FOR LOCAL CANCER CENTERExpenses $5,000
- SUPPORT OF COMMUNITY YOUTH ORCHESTRAExpenses $4,088
- SMALL COMMUNITY PROJECTSExpenses $812
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-EZ on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-EZ on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-8586953
- 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
- 2007
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T990)
- Assets (IRS master file)
- $12,830
- Income (IRS master file)
- $76,397
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | March 2026 | $74,295 | $72,355 | $12,830 | XML |
| 990-EZ | March 2025 | $64,940 | $73,826 | $10,890 | IRS |
| 990-EZ | March 2024 | $66,687 | $89,054 | $0 | XML |
| 990-EZ | March 2023 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 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 20-8586953).
Questions about SAN FELIPE ROTARY FOUNDATION
- What is the EIN of SAN FELIPE ROTARY FOUNDATION?
- The employer identification number (EIN) of SAN FELIPE ROTARY FOUNDATION is 20-8586953.
- Is SAN FELIPE ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to SAN FELIPE ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN FELIPE ROTARY 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 SAN FELIPE ROTARY FOUNDATION due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN FELIPE ROTARY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended March 2026.
- Who are the officers and directors of SAN FELIPE ROTARY FOUNDATION?
- The 990-EZ for the year ended March 31, 2026 lists 7 people; 0 received compensation from the organization.
- How much revenue does SAN FELIPE ROTARY FOUNDATION have?
- On its 990-EZ for the year ended March 31, 2026 it reported revenue of $74,295, expenses of $72,355 and total assets of $12,830 at year end.
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- CALEXICO WELLNESS CENTER EIN 36-4880887 · last filed 990 for 2023
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All nonprofits in CALEXICO · California · Philanthropy, voluntarism and grantmaking foundations