Nonprofit · EIN 33-0544219
CHULA VISTA ROTARY FOUNDATION
Tax-exempt · BONITA, CA 91908
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $111,692 | $77,719 | $33,973 | $755,280 | $0 | $755,280 |
| June 30, 2024 | 990 | $289,326 | $57,172 | $232,154 | $640,190 | $0 | $640,190 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $82,241
- of which government grants
- $14,500
- Membership dues
- $64,541
- Program service revenue
- $0
- Investment income
- $25,457
- Net income from fundraising events
- $3,994
- Other revenue
- $3,994
Expenses
- Grants and similar amounts paid
- $70,954
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,060
- Program services (functional)
- $77,719
Balance sheet and other
- Total assets, start of year
- $640,190
- Total assets, end of year
- $755,280
- Total liabilities, end of year
- $0
- Net assets, end of year
- $755,280
- Net assets without donor restrictions
- $154,125
- Net assets with donor restrictions
- $601,155
- Gross receipts
- $113,020
- Employees
- 0
- 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 |
|---|---|---|---|
| JESSE FERNANDEZ | FOUNDATION BOAR Trustee or director, Officer | 2 | $0 |
| RASHA ROSHDY | Director Trustee or director | 2 | $0 |
| BEN KOALA | President Trustee or director | 2 | $0 |
| Mora de Murguia | Vice President Trustee or director | 2 | $0 |
| MICHAEL MONACO | Director Trustee or director | 2 | $0 |
| RICHARD RICHARDSON | Director Trustee or director | 2 | $0 |
| ROBERT BLISS | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSE FERNANDEZ | FOUNDATION BOAR Trustee or director, Officer | 2 | $0 |
| RASHA ROSHDY | Director Trustee or director | 2 | $0 |
| BEN KOALA | President Trustee or director | 2 | $0 |
| Mora de Murguia | Vice President Trustee or director | 2 | $0 |
| MICHAEL MONACO | Director Trustee or director | 2 | $0 |
| RICHARD RICHARDSON | Director Trustee or director | 2 | $0 |
| ROBERT BLISS | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 324, BONITA, CA 91908-0324
- Principal officer (990 for 2024)
- JESSE FERNANDEZ, PO BOX 324, BONITA, CA 91908
- Signed the 990
- JESSE FERNANDEZ, President & CEO
- Phone
- (619) 934-6107
- Return prepared by
- ROBERT J BLISS CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0544219 or by the name CHULA VISTA 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
ASSIST LOCAL CHARITABLE ORGANIZATIONS, INCLUDING YMCA, BOYS & GIRLS CLUB, SCHOLARSHIPS, AND MANY OTHER COMMUNITY PROJECTS.
Program accomplishments
- PROVIDE ASSISTANCE TO LOCAL CARITABLE ORGANIZATIONSExpenses $77,719 · grants $70,954
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
- 33-0544219
- 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
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $755,280
- Income (IRS master file)
- $113,020
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $111,692 | $77,719 | $755,280 | IRS |
| 990 | June 2024 | $289,326 | $57,172 | $640,190 | IRS |
| 990 | June 2023 | $278,170 | $42,229 | $408,436 | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 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 33-0544219).
Questions about CHULA VISTA ROTARY FOUNDATION
- What is the EIN of CHULA VISTA ROTARY FOUNDATION?
- The employer identification number (EIN) of CHULA VISTA ROTARY FOUNDATION is 33-0544219.
- Is CHULA VISTA ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to CHULA VISTA ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHULA VISTA 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 CHULA VISTA 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 CHULA VISTA 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 CHULA VISTA ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 names JESSE FERNANDEZ.
- Who are the officers and directors of CHULA VISTA ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does CHULA VISTA ROTARY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $111,692, expenses of $77,719 and total assets of $755,280 at year end.
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