Nonprofit · EIN 26-2840311
OAKDALE SUNRISE ROTARY FOUNDATION
Tax-exempt (reinstated) · OAKDALE, CA 95361
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $37,269 | $40,878 | -$3,609 | $58,806 | – | $58,806 |
| December 31, 2024 | 990-EZ | $31,803 | $27,750 | $4,053 | $62,415 | – | $62,415 |
| December 31, 2023 | 990-EZ | $30,823 | $18,034 | $12,789 | $58,861 | – | $58,861 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $360
- Net income from fundraising events
- $36,909
Expenses
- Grants and similar amounts paid
- $32,973
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,655
- Occupancy
- $1,305
- Other expenses
- $4,945
- Program services (functional)
- $32,023
Balance sheet and other
- Total assets, start of year
- $62,415
- Total assets, end of year
- $58,806
- Total liabilities, end of year
- –
- Net assets, end of year
- $58,806
- Cash, savings and investments
- $58,806
- Gross receipts
- $66,058
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM MORRIS | TREASURER | 0 | $0 |
990-EZ for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM MORRIS | TREASURER | 0 | $0 |
990-EZ for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM MORRIS | PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2161, OAKDALE, CA 95361-5161
- Mailing address (990-N for 2020)
- PO Box 2161, Oakdale CA 95361
- Principal officer (990-N for 2020)
- William Morris, PO Box 2161, Oakdale CA 95361
- Signed the 990-EZ
- WILLIAM MORRIS, TREASURER
- Phone
- (209) 499-0156
- Return prepared by
- J MICHALE HAUBERT CPA PC
California records
California keeps its own records of charities and corporations. Search them by EIN 26-2840311 or by the name OAKDALE SUNRISE 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
THE OAKDALE SUNRISE ROTARY FOUNDATION IS FORMED FOR THE PURPOSE OF FACILITATING TAX-FREE FUNDRAISING AND DISBURSEMENT OF FUNDS FOR EXCLUSIVELY CHARITABLE PURPOSES. OAKDALE SUNRISE ROTARY FUNDATION CARRIES ON NO OPERATION OTHER THAN TO RECEIVE CONTRIBUTIONS AND INCIDENTAL INVESTMENT INCOME AND TO MAKE DISTIRIBUTIONS OF INCOME TO SUCH EXPEMPT ORGANIZATIONS AT PERIODICLE INTERVALS. THE ORGANIZATION DOES NOT ACCUMULATE ITS INVESTMENT INCOME.
Program accomplishments
- AMOUNT OF FUNDS DISPURSED TO LOCAL CHARITIESS SAND GOVERNMENTAL AGENCIES IN THE AREA FOR THE BENIFIT OF THE GENERAL PUBLIC.Expenses $31,739 · grants $30,789
- AMOUNT OF FUNDS PRESENTED TO THE DISTRICT AFFILIATIONExpenses $284
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 26-2840311
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80)
- Assets (IRS master file)
- $58,806
- Income (IRS master file)
- $66,058
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- November 3, 2015
- Reinstated
- Effective May 15, 2011
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $37,269 | $40,878 | $58,806 | XML |
| 990-EZ | December 2024 | $31,803 | $27,750 | $62,415 | IRS |
| 990-EZ | December 2023 | $30,823 | $18,034 | $58,861 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: William Morris | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2017 Officer: Scott Jaspar | December 31, 2017 | ≤ $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 26-2840311).
Questions about OAKDALE SUNRISE ROTARY FOUNDATION
- What is the EIN of OAKDALE SUNRISE ROTARY FOUNDATION?
- The employer identification number (EIN) of OAKDALE SUNRISE ROTARY FOUNDATION is 26-2840311.
- Is OAKDALE SUNRISE ROTARY FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective May 15, 2011.
- Are donations to OAKDALE SUNRISE ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAKDALE SUNRISE 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 OAKDALE SUNRISE ROTARY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAKDALE SUNRISE ROTARY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of OAKDALE SUNRISE ROTARY FOUNDATION?
- The 990-N for 2020 names William Morris.
- Who are the officers and directors of OAKDALE SUNRISE ROTARY FOUNDATION?
- The 990-EZ for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does OAKDALE SUNRISE ROTARY FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $37,269, expenses of $40,878 and total assets of $58,806 at year end.
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All nonprofits in OAKDALE · California · Community improvement and capacity building