Nonprofit · EIN 41-2071006
CLAYTON VALLEY-CONCORD SUNRISE ROTARY CHARITABLE FUND INC
Tax-exempt · CLAYTON, CA 94517
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $90,394 | $90,708 | -$314 | $167,037 | $0 | $167,037 |
| December 31, 2023 | 990 | $151,214 | $160,742 | -$9,528 | $162,727 | $0 | $162,727 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $80,590
- Program service revenue
- $0
- Investment income
- $4,505
- Net income from fundraising events
- $5,299
- Other revenue
- $5,299
Expenses
- Grants and similar amounts paid
- $85,973
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,579
- Program services (functional)
- $90,708
Balance sheet and other
- Total assets, start of year
- $162,727
- Total assets, end of year
- $167,037
- Total liabilities, end of year
- $0
- Net assets, end of year
- $167,037
- Publicly traded securities
- $141,038
- Gross receipts
- $93,590
- Employees
- 0
- Volunteers
- 30
- Year formed
- 2001
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT HOOY | CHAIRMAN Officer | 3 | $0 |
| MARY KEMNITZ | SECRETARY Officer | 3 | $0 |
| VICKI SEXTON | TREASURER Officer | 8 | $0 |
| RUSS ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| BOB SUNDBERG | DIRECTOR Trustee or director | 1 | $0 |
| JEFF WILSON | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN LIM | DIRECTOR Trustee or director | 1 | $0 |
| ALISON SPARKS | DIRECTOR Trustee or director | 1 | $0 |
| MOLLY BACIGALUPO | DIRECTOR Trustee or director | 1 | $0 |
| STEVE WEIR | RECORDING SECRETARY (NON VOTING) | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT HOOY | CHAIRMAN Officer | 3 | $0 |
| MARY KEMNITZ | SECRETARY Officer | 3 | $0 |
| VICKI SEXTON | TREASURER Officer | 8 | $0 |
| BILL SELB | DIRECTOR Trustee or director | 1 | $0 |
| HUGH TOLOUI | DIRECTOR Trustee or director | 1 | $0 |
| RUSS ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| BOB SUNDBERG | DIRECTOR Trustee or director | 1 | $0 |
| STEVE WEIR | RECORDING SECRETARY (NON VOTING) | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4, CLAYTON, CA 94517-0004
- In care of
- % RICHARD BAELEY
- Mailing address (990-N for 2012)
- P O BOX 4, CLAYTON CA 945170004
- Principal officer (990 for 2024)
- VICKI SEXTON, PO BOX 4, CLAYTON, CA 94517
- Principal officer (990-N for 2012)
- Mureleen Benton, 5356 Clayton Rd Ste 211, Clayton CA 94521
- Signed the 990
- VICKI SEXTON, TREASURER
- Phone
- (925) 963-2924
- Return prepared by
- KASPER ACCOUNTANCY CORPORATION
California records
California keeps its own records of charities and corporations. Search them by EIN 41-2071006 or by the name CLAYTON VALLEY-CONCORD SUNRISE ROTARY CHARITABLE FUND 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
OUR MISSION IS TO PROVIDE COMMUNITY SUPPORT FOR EDUCATION, OUTREACH SPORTSMANSHIP AND A SENSE OF FAIR PLAY AND OTHER COMMUNITY ENDEAVORS.
Program accomplishments
- TO PROVIDE NEEDED FUNDING TO SUPPORT COMMUNITY SERVICES INCLUDING DISASTER RELIEF, EDUCATION SUPPORT, HEALTH COMMUNITY SERVICES INCLUDING DISASTER RELIEF, EDUCATION SUPPORT, HEALTH AWARENESS, AND YOUTH SERVICES TO PROMOTE THE IDEALS OF ROTARY.Expenses $32,083 · grants $27,348 · revenue $25,290
- INTERNATIONAL GRANTS SUPPORTING EDUCATION, SPORTSMANSHIP, WORLD PEACE, ECONOMIC AND HEALTH IMPROVEMENTS.Expenses $58,625 · grants $58,625 · revenue $55,300
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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 41-2071006
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $167,037
- Income (IRS master file)
- $93,590
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $90,394 | $90,708 | $167,037 | XML |
| 990 | December 2023 | $151,214 | $160,742 | $162,727 | XML |
| 990 | December 2022 | $164,384 | $168,078 | $160,897 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: Mureleen Benton | December 31, 2012 | ≤ $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 41-2071006).
Questions about CLAYTON VALLEY-CONCORD SUNRISE ROTARY CHARITABLE FUND INC
- What is the EIN of CLAYTON VALLEY-CONCORD SUNRISE ROTARY CHARITABLE FUND INC?
- The employer identification number (EIN) of CLAYTON VALLEY-CONCORD SUNRISE ROTARY CHARITABLE FUND INC is 41-2071006.
- Is CLAYTON VALLEY-CONCORD SUNRISE ROTARY CHARITABLE FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to CLAYTON VALLEY-CONCORD SUNRISE ROTARY CHARITABLE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CLAYTON VALLEY-CONCORD SUNRISE ROTARY CHARITABLE FUND 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 CLAYTON VALLEY-CONCORD SUNRISE ROTARY CHARITABLE FUND INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CLAYTON VALLEY-CONCORD SUNRISE ROTARY CHARITABLE FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CLAYTON VALLEY-CONCORD SUNRISE ROTARY CHARITABLE FUND INC?
- The 990 for the year ended December 31, 2024 names VICKI SEXTON.
- Who are the officers and directors of CLAYTON VALLEY-CONCORD SUNRISE ROTARY CHARITABLE FUND INC?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does CLAYTON VALLEY-CONCORD SUNRISE ROTARY CHARITABLE FUND INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $90,394, expenses of $90,708 and total assets of $167,037 at year end.
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All nonprofits in CLAYTON · California · Philanthropy, voluntarism and grantmaking foundations