Nonprofit · EIN 33-0066601
RANCHO SANTA FE ROTARY FOUNDATION INC
Tax-exempt · RCHO SANTA FE, CA 92067
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $248,408 | $230,378 | $18,030 | $542,865 | $501 | $542,364 |
| June 30, 2024 | 990 | $163,923 | $155,618 | $8,305 | $497,207 | $0 | $497,207 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $261,439
- Program service revenue
- $20,513
- Investment income
- $21,477
- Net gain from sales of assets
- $6,105
- Net income from fundraising events
- -$55,521
- Other revenue
- -$55,021
Expenses
- Grants and similar amounts paid
- $210,659
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,200
- Program services (functional)
- $223,276
- Management and general (functional)
- $4,409
- Fundraising (functional)
- $2,693
Balance sheet and other
- Total assets, start of year
- $497,207
- Total assets, end of year
- $542,865
- Total liabilities, end of year
- $501
- Net assets, end of year
- $542,364
- Publicly traded securities
- $487,962
- Net assets without donor restrictions
- $153,711
- Net assets with donor restrictions
- $388,653
- Gross receipts
- $319,690
- Employees
- 0
- Volunteers
- 103
- 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 |
|---|---|---|---|
| Elizabeth Christensen | Treasurer Trustee or director, Officer | 3 | $0 |
| Paula Shaw | Secretary Trustee or director, Officer | 3 | $0 |
| Heather Manion | Trustee Trustee or director, Officer | 3 | $0 |
| Mike Taylor | Chairman Trustee or director, Officer | 3 | $0 |
| Charles Badger | President Trustee or director, Officer | 3 | $0 |
| Claudia Obertreis | Trustee Trustee or director, Officer | 3 | $0 |
| Lawrence Bartlett | Trustee Trustee or director, Officer | 3 | $0 |
| Mary Murray | Trustee Trustee or director, Officer | 3 | $0 |
| Lisa Kern | Trustee Trustee or director, Officer | 3 | $0 |
| Cindy Wuthrich | Trustee Trustee or director, Officer | 3 | $0 |
| Mark Potter | Trustee Trustee or director, Officer | 3 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cinda Lucas | Chairman Trustee or director, Officer | 3 | $0 |
| Norma Wiberg | Treasurer Trustee or director, Officer | 3 | $0 |
| Heather Manion | Trustee Trustee or director, Officer | 3 | $0 |
| Mike Taylor | Trustee Trustee or director, Officer | 3 | $0 |
| Paulette Britton | Trustee Trustee or director, Officer | 3 | $0 |
| Claudia Obertreis | Trustee Trustee or director, Officer | 3 | $0 |
| Teri Swette | Trustee Trustee or director, Officer | 3 | $0 |
| Mary Murray | Trustee Trustee or director, Officer | 3 | $0 |
| Don Meredith | Trustee Trustee or director, Officer | 3 | $0 |
| Sabi Singh | Trustee Trustee or director, Officer | 3 | $0 |
| Ole Prahm | Trustee Trustee or director, Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 766, RCHO SANTA FE, CA 92067-0766
- Signed the 990
- Elizabeth Christensen, Treasurer
- Return prepared by
- Simone McIlwain
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0066601 or by the name RANCHO SANTA FE ROTARY FOUNDATION INC.
- 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's primary exempt purposes are educational and charitable
Program accomplishments
- The foundation makes contributions to multiple community organizationsExpenses $223,276 · grants $210,659 · revenue $20,513
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
- 33-0066601
- 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
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $542,865
- Income (IRS master file)
- $319,690
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $248,408 | $230,378 | $542,865 | IRS |
| 990 | June 2024 | $163,923 | $155,618 | $497,207 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | 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 33-0066601).
Questions about RANCHO SANTA FE ROTARY FOUNDATION INC
- What is the EIN of RANCHO SANTA FE ROTARY FOUNDATION INC?
- The employer identification number (EIN) of RANCHO SANTA FE ROTARY FOUNDATION INC is 33-0066601.
- Is RANCHO SANTA FE ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to RANCHO SANTA FE ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does RANCHO SANTA FE ROTARY FOUNDATION INC 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 RANCHO SANTA FE ROTARY FOUNDATION INC 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 RANCHO SANTA FE ROTARY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of RANCHO SANTA FE ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does RANCHO SANTA FE ROTARY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $248,408, expenses of $230,378 and total assets of $542,865 at year end.
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