Nonprofit · EIN 38-3913798
LODI ROTARY FOUNDATION
Tax-exempt · LODI, CA 95241
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $76,196 | $81,819 | -$5,623 | $220,477 | – | $220,477 |
| June 30, 2024 | 990-EZ | $68,258 | $40,982 | $27,276 | $226,100 | – | $226,100 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,697
- Investment income
- $16,293
- Net gain from sales of assets
- $19
- Net income from fundraising events
- $48,187
Expenses
- Grants and similar amounts paid
- $77,001
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,000
- Other expenses
- $3,818
- Program services (functional)
- $77,001
Balance sheet and other
- Total assets, start of year
- $226,100
- Total assets, end of year
- $220,477
- Total liabilities, end of year
- –
- Net assets, end of year
- $220,477
- Cash, savings and investments
- $219,695
- Gross receipts
- $149,070
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jerry Hugo | Chairman | 0 | $0 |
| Kathy Piazza | Secretary | 0 | $0 |
| Brian Kanegawa | Treasurer | 0 | $0 |
| Cameron Bregman | Director | 0 | $0 |
| Nicole Goehring | Director | 0 | $0 |
| Chris Littlefield | Director | 0 | $0 |
| David Thompson | Director | 0 | $0 |
| W Douglas Holck | Director | 0 | $0 |
| Vern Vierra | Director | 0 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jerry Hugo | Chairman | 0 | $0 |
| Kathy Piazza | Secretary | 0 | $0 |
| Mark Chandler | Club President | 0 | $0 |
| David Lagorio | Past President | 0 | $0 |
| Brian Kanegawa | Treasurer | 0 | $0 |
| Cameron Bregman | President Elect | 0 | $0 |
| Nicole Goehring | Director | 0 | $0 |
| Chris Littlefield | Director | 0 | $0 |
| David Thompson | Director | 0 | $0 |
| W Douglas Holck | Director | 0 | $0 |
| Vern Vierra | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 821, LODI, CA 95241-0821
- In care of
- % NANCY BYER HAUAN EA
- Mailing address (990-N for 2015)
- PO Box 821, Lodi CA 95241
- Principal officer (990-N for 2015)
- Nancy Byer Hauan, 218 S School Street, Lodi CA 95240
- Signed the 990-EZ
- Brian Kanegawa, Treasurer
- Return prepared by
- SOLARI ACCOUNTANCY
California records
California keeps its own records of charities and corporations. Search them by EIN 38-3913798 or by the name LODI 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
A nonprofit public benefit organization to provide funding for varied projects and programs such as scholarships, youth oriented activities, and projects that specifically aid the handicapped and the aged.
Program accomplishments
- Providing contributions and funding to various unrelated non profitsExpenses $77,001
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 38-3913798
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Youth development (O50)
- Assets (IRS master file)
- $220,477
- Income (IRS master file)
- $149,070
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $76,196 | $81,819 | $220,477 | XML |
| 990-EZ | June 2024 | $68,258 | $40,982 | $226,100 | IRS |
| 990-EZ | June 2023 | $55,370 | $49,634 | $198,824 | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: Nancy Byer Hauan | June 30, 2016 | ≤ $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 38-3913798).
Questions about LODI ROTARY FOUNDATION
- What is the EIN of LODI ROTARY FOUNDATION?
- The employer identification number (EIN) of LODI ROTARY FOUNDATION is 38-3913798.
- Is LODI ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to LODI ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LODI 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 LODI 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 LODI ROTARY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of LODI ROTARY FOUNDATION?
- The 990-N for 2015 names Nancy Byer Hauan.
- Who are the officers and directors of LODI ROTARY FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does LODI ROTARY FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $76,196, expenses of $81,819 and total assets of $220,477 at year end.
Other nonprofits in LODI
- LODI BOYS AND GIRLS CLUB INC EIN 94-1570121 · last filed 990 for 2025
- YOUTHREACH EIN 26-2358174 · last filed 990-EZ for 2025
- LODI FFA AG BOOSTERS EIN 30-0512008 · last filed 990-EZ for 2025
- TOGETHER EVERYONE ACHIEVES MORE EIN 30-1377011 · last filed 990-N for 2025
- A LITTLE OF THIS-A LITTLE OF THAT FUNDRAISER STORE INC EIN 82-5046016 · last filed 990-N for 2024
- LODI HIGH SCHOOL SCIENCE BOOSTERS EIN 93-4476252 · last filed 990-N for 2025
- GIOVANNIE GONZALEZ EIN 92-1273349 · last filed 990-N for 2024
- POINT WEBER ASSOCIATION INC EIN 20-1354589 · last filed 990-N for 2025