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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 68-0313951

MILL VALLEY ROTARY SERVICE FUND INC

Tax-exempt · MILL VALLEY, CA 94942

Financials

$36K$36K2023$12K$24K2024
Revenue Expenses · by fiscal year end
Financials of MILL VALLEY ROTARY SERVICE FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$12,419$24,016-$11,597$6,689–$6,689
June 30, 2024990-EZ$36,101$36,090$11$18,286–$18,286
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Program service revenue
$12,419

Expenses

Grants and similar amounts paid
$6,964
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$1,100
Other expenses
$15,952
Program services (functional)
$16,409

Balance sheet and other

Total assets, start of year
$18,286
Total assets, end of year
$6,689
Total liabilities, end of year
–
Net assets, end of year
$6,689
Cash, savings and investments
$6,689
Gross receipts
$12,419

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.

NameTitleHours / weekCompensation
Lewis KatcherDirector1$0
JOHN CARMICHAELTreasurer3$0
Stephanie RicardoDirector1$0
Lee KirkpatrickPresident3$0
Donald HerzogDirector0$0
Tom McKlveenDirector0$0
Richard RiderDirector0$0
Ed MarshallDirector0$0
990-EZ for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
Lewis KatcherPresident1$0
JOHN CARMICHAELTreasurer3$0
Stephanie RicardoDirector1$0
Lee KirkpatrickDirector3$0
Donald HerzogDirector0$0
Tom McKlveenDirector0$0
Richard RiderDirector0$0
Bob RobertsDirector0$0

Address and contacts

Address (IRS master file)
PO BOX 506, MILL VALLEY, CA 94942-0506
In care of
% BURNETT TREGONING
Mailing address (990-N for 2022)
P O Box 506, Mill Valley CA 94942
Principal officer (990-N for 2022)
Lewis Katcher, P O Box 506, Mill Valley CA 94942
Signed the 990-EZ
John Carmichael, Treasurer
Phone
(415) 942-3175
Return prepared by
Golden State Accounting Inc

California records

California keeps its own records of charities and corporations. Search them by EIN 68-0313951 or by the name MILL VALLEY ROTARY SERVICE FUND INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

This fund promotes community services and social welfare by funding public services, schools, individual educational scholoarships and donations to other charities and volunteer organizations.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • Youth Service & Projects - Rotary Youth Leadership Awards RYLA is Rotary's leadership training program for young people. RYLA participants can be ages 14-30, but most clubs and districts choose to focus on a narrower age range, such as 14-18 or 19-30.
    Expenses $800 · grants $800
  • ROTARY STUDENT EXCHANGE: The Rotary Club of Mill Valley is pleased to have both an inbound and outbound Foreign Exchange Student this year
  • Community program - The Terwilliger Marsh Garden:The Rotary Club of Mill Valley sponsors a portion of the garden at the Terwilliger Marsh near the Mill Valley Community Center. Every month, our members sport their work duds, bring their shovel and trowel and get down and dirty weeding, planting, cleaning and maintaining our plot.
    Expenses $7,687 · grants $7,687
  • International Program - The current project is creating Greenhouses in poverty-stricken rural communities in Peru.
    Expenses $958 · grants $958
  • Rotary Foundation
  • Eagle Scout Project
    Expenses $400 · grants $400
  • Mountain Play Expense
    Expenses $2,469 · grants $2,469
  • MV Fall Arts Festival Expense
    Expenses $4,095 · grants $4,095
  • RegionalProjects
  • Yearly half of Mt Play Income

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-N for MILL VALLEY ROTARY SERVICE FUND INC

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
68-0313951
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
1994
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Category (NTEE)
Education (B80Z)
Assets (IRS master file)
$6,689
Income (IRS master file)
$12,419

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$12,419$24,016$6,689XML
990-EZJune 2024$36,101$36,090$18,286XML
990-N for 2022
Officer: Lewis Katcher
June 30, 2023≤ $50,000 receipts––e-Postcard
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––IRS
990-N for 2013
Officer: Robert Canepa
June 30, 2014≤ $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 68-0313951).

Questions about MILL VALLEY ROTARY SERVICE FUND INC

What is the EIN of MILL VALLEY ROTARY SERVICE FUND INC?
The employer identification number (EIN) of MILL VALLEY ROTARY SERVICE FUND INC is 68-0313951.
Is MILL VALLEY ROTARY SERVICE FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to MILL VALLEY ROTARY SERVICE FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MILL VALLEY ROTARY SERVICE FUND INC file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of MILL VALLEY ROTARY SERVICE FUND 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 MILL VALLEY ROTARY SERVICE FUND INC 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 MILL VALLEY ROTARY SERVICE FUND INC?
The 990-N for 2022 names Lewis Katcher.
Who are the officers and directors of MILL VALLEY ROTARY SERVICE FUND INC?
The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does MILL VALLEY ROTARY SERVICE FUND INC have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $12,419, expenses of $24,016 and total assets of $6,689 at year end.

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