Nonprofit · EIN 68-0343129
SONOMA VALLEY ROTARY SERVICE FUND FOUNDATION
Tax-exempt · SONOMA, CA 95476
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $228,474 | $195,243 | $33,231 | $133,463 | $0 | $133,463 |
| June 30, 2024 | 990 | $155,503 | $136,440 | $19,063 | $96,733 | $95,633 | $1,100 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $228,474
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $176,889
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $3,638
- Accounting fees
- $1,000
- Program services (functional)
- $190,277
- Management and general (functional)
- $1,328
- Fundraising (functional)
- $3,638
Balance sheet and other
- Total assets, start of year
- $95,333
- Total assets, end of year
- $133,463
- Total liabilities, end of year
- $0
- Net assets, end of year
- $133,463
- Gross receipts
- $228,474
- Employees
- 0
- Year formed
- 1995
- 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 |
|---|---|---|---|
| CHARLES GOODWIN | President Trustee or director | 2 | $0 |
| ALEXANDER MCANDREW | Chief Financial Office Trustee or director | 2 | $0 |
| VICKI WHITING | Secretary Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM CARRUTHERS | President Trustee or director | 2 | $0 |
| ALEXANDER MCANDREW | Chief Financial Office Trustee or director | 2 | $0 |
| VICKI WHITING | Secretary Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 923, SONOMA, CA 95476-0923
- In care of
- % ALEC MCANDREW
- Mailing address (990-N for 2011)
- P O Box 923, Sonoma CA 95476
- Principal officer (990 for 2024)
- Alec McAndrew, PO Box 923, Sonoma, CA 95476
- Principal officer (990-N for 2011)
- Gail Berreman, 392 France St, Sonoma CA 95476
- Signed the 990
- ALEC MCANDREW, Treasurer
- Phone
- (415) 895-8052
- Return prepared by
- UNICOM TAX SERVICES
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0343129 or by the name SONOMA VALLEY ROTARY SERVICE FUND 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
To promote and expand the charitable and public benefit projects and efforts carried on by the Rotary Club of Sonoma Valley.
Program accomplishments
- Charitable and public benefit projects in Sonoma Valley.Expenses $166,876 · revenue $228,474
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
- 68-0343129
- 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
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $133,463
- Income (IRS master file)
- $228,474
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $228,474 | $195,243 | $133,463 | XML |
| 990 | June 2024 | $155,503 | $136,440 | $96,733 | XML |
| 990 | June 2023 | $110,867 | $87,335 | $0 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-N for 2011 Officer: Gail Berreman | June 30, 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 68-0343129).
Questions about SONOMA VALLEY ROTARY SERVICE FUND FOUNDATION
- What is the EIN of SONOMA VALLEY ROTARY SERVICE FUND FOUNDATION?
- The employer identification number (EIN) of SONOMA VALLEY ROTARY SERVICE FUND FOUNDATION is 68-0343129.
- Is SONOMA VALLEY ROTARY SERVICE FUND FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to SONOMA VALLEY ROTARY SERVICE FUND FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SONOMA VALLEY ROTARY SERVICE FUND 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 SONOMA VALLEY ROTARY SERVICE FUND 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 SONOMA VALLEY ROTARY SERVICE FUND 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 SONOMA VALLEY ROTARY SERVICE FUND FOUNDATION?
- The 990 for the year ended June 30, 2025 names Alec McAndrew.
- Who are the officers and directors of SONOMA VALLEY ROTARY SERVICE FUND FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SONOMA VALLEY ROTARY SERVICE FUND FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $228,474, expenses of $195,243 and total assets of $133,463 at year end.
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