Nonprofit · EIN 23-7101037
SAN MATEO ROTARY FOUNDATION
Tax-exempt · SAN MATEO, CA 94401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $434,202 | $265,298 | $168,904 | $1,979,696 | $261,609 | $1,718,087 |
| June 30, 2024 | 990 | $335,734 | $220,374 | $115,360 | $1,838,532 | $289,349 | $1,549,183 |
| June 30, 2023 | 990 | $233,859 | $243,289 | -$9,430 | $1,794,427 | $360,604 | $1,433,823 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $316,823
- Program service revenue
- $0
- Investment income
- $117,379
- Net gain from sales of assets
- $27,101
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $157,700
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $225,910
- Management and general (functional)
- $39,388
Balance sheet and other
- Total assets, start of year
- $1,838,532
- Total assets, end of year
- $1,979,696
- Total liabilities, end of year
- $261,609
- Net assets, end of year
- $1,718,087
- Publicly traded securities
- $1,719,576
- Net assets without donor restrictions
- $468,405
- Net assets with donor restrictions
- $1,249,682
- Gross receipts
- $552,889
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1966
- 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 |
|---|---|---|---|
| JOAN ROSAS | PRESIDENT Trustee or director, Officer | 5 | $0 |
| JOHN BARRETT | PAST PRESIDENT Trustee or director, Officer | 5 | $0 |
| BILL WALTERS | TREASURER Trustee or director, Officer | 5 | $0 |
| MATT LAU | SECRETARY Trustee or director, Officer | 5 | $0 |
| ROSS MOILAN | DIRECTOR Trustee or director | 0.5 | $0 |
| DAVID ISSEL | SERGEANT AT ARMS Trustee or director | 0.5 | $0 |
| DAVE BENNETT | DIRECTOR Trustee or director | 0.5 | $0 |
| DENNIS MURPHY | DIRECTOR Trustee or director | 0.5 | $0 |
| NICK ROGERS | DIRECTOR Trustee or director | 0.5 | $0 |
| PETER SORTWELL | DIRECTOR Trustee or director | 0.5 | $0 |
| ROBERT HOWIE | PRESIDENT-ELECT/SERG AT ARMS Trustee or director, Officer | 0.5 | $0 |
| CHERYL ANGELES | DIRECTOR Trustee or director | 0.5 | $0 |
| SCOTT SMITH | DIRECTOR Trustee or director | 0.5 | $0 |
| NANCY STANTON | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DICK BENNETT | PAST-PRESIDENT Trustee or director, Officer | 5 | $0 |
| JOHN BARRETT | PRESIDENT Trustee or director, Officer | 5 | $0 |
| BILL WALTERS | TREASURER Trustee or director, Officer | 5 | $0 |
| MATT LAU | SECRETARY Trustee or director, Officer | 5 | $0 |
| ROSS MOILAN | DIRECTOR Trustee or director | 0.5 | $0 |
| LIAM FRIEL | DIRECTOR Trustee or director | 0.5 | $0 |
| MITCH POSTEL | DIRECTOR Trustee or director | 0.5 | $0 |
| DAVE BENNETT | DIRECTOR Trustee or director | 0.5 | $0 |
| ERIN SINCLAIR | DIRECTOR Trustee or director | 0.5 | $0 |
| TOM DOOR | DIRECTOR Trustee or director | 0.5 | $0 |
| SUNNY ARORA | DIRECTOR Trustee or director | 0.5 | $0 |
| JOAN ROSAS | PRESIDENT-ELECT Trustee or director, Officer | 0.5 | $0 |
| CHERYL ANGELES | DIRECTOR Trustee or director | 0.5 | $0 |
| LAURA PORTER | DIRECTOR Trustee or director | 0.5 | $0 |
| NANCY STANTON | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DICK BENNETT | PRESIDENT Trustee or director, Officer | 5 | $0 |
| JOHN BARRETT | PRESIDENT-ELECT Trustee or director, Officer | 5 | $0 |
| BILL WALTERS | TREASURER Trustee or director, Officer | 5 | $0 |
| MATT LAU | SECRETARY Trustee or director, Officer | 5 | $0 |
| ROSS MOILAN | DIRECTOR Trustee or director | 0.5 | $0 |
| CHRIS ECKERT | DIRECTOR Trustee or director | 0.5 | $0 |
| MITCH POSTEL | DIRECTOR Trustee or director | 0.5 | $0 |
| DAVE BENNETT | DIRECTOR Trustee or director | 0.5 | $0 |
| ERIN SINCLAIR | DIRECTOR Trustee or director | 0.5 | $0 |
| ROD LINHARES | DIRECTOR Trustee or director | 0.5 | $0 |
| SUNNY ARORA | DIRECTOR Trustee or director | 0.5 | $0 |
| JOAN ROSAS | DIRECTOR Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 95, SAN MATEO, CA 94401-0095
- Principal officer (990 for 2024)
- BILL WALTERS, PO BOX 95, SAN MATEO, CA 94401
- Signed the 990
- BILL WALTERS, TREASURER
- Phone
- (650) 619-8994
- Website
- WWW.SANMATEOROTARY.COM
- Return prepared by
- S D MAYER & ASSOCIATES LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7101037 or by the name SAN MATEO 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
SUPPORT PORGRAMS FOR YOUTH, EDUCATIONAL OPPORTUNITIES AND INTERANTIONAL EXCHAGNES FOR STUDENTS, TEACHERS, AND OTHER PROFESSIONALS. "SERVICE ABOVE SELF"
Program accomplishments
- SCHOLARSHIP AWARDS TO LOCAL HIGH SCHOOL AND COMMUNITY COLLEGE STUDENTS.Expenses $141,046 · grants $124,700
- INCENTIVE SCHOLARSHIPS TO MIDDLE SCHOOL STUDENTS PAYABLE UPON COLLEGE MATRICULATION.Expenses $33,832 · grants $25,000
- DONATIONS TO INTERNATIONAL ORGANIZATIONS.Expenses $51,032 · grants $8,000
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
- 23-7101037
- 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
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80Z)
- Assets (IRS master file)
- $1,979,696
- Income (IRS master file)
- $552,889
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $434,202 | $265,298 | $1,979,696 | IRS |
| 990 | June 2024 | $335,734 | $220,374 | $1,838,532 | IRS |
| 990 | June 2023 | $233,859 | $243,289 | $1,794,427 | XML |
| 990 | June 2022 | $318,185 | $326,574 | $1,748,344 | 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 23-7101037).
Questions about SAN MATEO ROTARY FOUNDATION
- What is the EIN of SAN MATEO ROTARY FOUNDATION?
- The employer identification number (EIN) of SAN MATEO ROTARY FOUNDATION is 23-7101037.
- Is SAN MATEO ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to SAN MATEO ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN MATEO 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 MATEO ROTARY 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 SAN MATEO ROTARY 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 SAN MATEO ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 names BILL WALTERS.
- Who are the officers and directors of SAN MATEO ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does SAN MATEO ROTARY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $434,202, expenses of $265,298 and total assets of $1,979,696 at year end.
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All nonprofits in SAN MATEO · California · Community improvement and capacity building