Nonprofit · EIN 68-0374168
SANTA ROSA EAST ROTARY FOUNDATION
Tax-exempt · SANTA ROSA, CA 95405
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $535,770 | $512,947 | $22,823 | $566,377 | $0 | $566,377 |
| June 30, 2024 | 990 | $329,302 | $252,986 | $76,316 | $543,554 | $0 | $543,554 |
| June 30, 2023 | 990 | $175,198 | $219,496 | -$44,298 | $532,666 | $0 | $532,666 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $445,244
- Program service revenue
- $0
- Investment income
- $42,644
- Net gain from sales of assets
- $33,878
- Net income from fundraising events
- $47,882
- Other revenue
- $47,882
Expenses
- Grants and similar amounts paid
- $505,936
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $700
- Program services (functional)
- $505,936
- Management and general (functional)
- $7,011
Balance sheet and other
- Total assets, start of year
- $543,554
- Total assets, end of year
- $566,377
- Total liabilities, end of year
- $0
- Net assets, end of year
- $566,377
- Publicly traded securities
- $233,939
- Gross receipts
- $558,233
- Employees
- 0
- Volunteers
- 59
- Year formed
- 1996
- 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 |
|---|---|---|---|
| JACK STRANGE | Director Trustee or director | 2 | $0 |
| JULIE MONTGOMERY | Director Trustee or director, Officer | 2 | $0 |
| EMILY RAINSFORD | Director Trustee or director, Officer | 2 | $0 |
| TODD SHEFFIELD | Treasurer Trustee or director, Officer | 8 | $0 |
| GARY LUCAS | Director Trustee or director | 2 | $0 |
| LINDSAY FREY | President Trustee or director | 12 | $0 |
| BRIAN REED | Director Trustee or director | 2 | $0 |
| MILAGROS OTT | Director Trustee or director | 2 | $0 |
| MAE HEAGERTY-MATOS | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY LUCAS | Director Trustee or director | 2 | $0 |
| LINDSAY FREY | Director Trustee or director | 2 | $0 |
| BARRY COGBILL | Director Trustee or director | 2 | $0 |
| BRIAN REED | Director Trustee or director | 2 | $0 |
| MILAGROS OTT | Director Trustee or director | 2 | $0 |
| MAE HEAGERTY-MATOS | Director Trustee or director | 2 | $0 |
| NATE GULBRANSEN | Director Officer | 2 | $0 |
| JULIE MONTGOMERY | Secretary Officer | 8 | $0 |
| EMILY RAINSFORD | President Officer | 12 | $0 |
| TODD SHEFFIELD | Treasurer Officer | 8 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY LUCAS | Director Trustee or director | 2 | $0 |
| JEAN CHIRHART | Director Trustee or director | 2 | $0 |
| BARRY COGBILL | Director Trustee or director | 2 | $0 |
| BRIAN REED | Director Trustee or director | 2 | $0 |
| MILAGROS OTT | Director Trustee or director | 2 | $0 |
| MAE HEAGERTY-MATOS | Director Trustee or director | 2 | $0 |
| NATE GULBRANSEN | President Officer | 12 | $0 |
| JULIE MONTGOMERY | Secretary Officer | 8 | $0 |
| EMILY RAINSFORD | PRESIDENT ELECT Officer | 4 | $0 |
| TODD SHEFFIELD | Treasurer Officer | 8 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2785, SANTA ROSA, CA 95405-0785
- In care of
- % THOMAS B CHAUNCY PRES
- Principal officer (990 for 2024)
- LINDSAY FREY, PO BOX 2785, SANTA ROSA, CA 954050785
- Signed the 990
- TODD SHEFFIELD, Treasurer
- Phone
- (707) 495-8914
- Return prepared by
- Up Valley Tax Services Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0374168 or by the name SANTA ROSA EAST 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
PROVIDE EDUCATIONAL SCHOLARSHIPS UNDER THE "ELINOR VALLERGA" PROGRAM, AND PROVIDE SUPPORT TO LOCAL NOT-FOR-PROFIT ORGANIZATIONS FOR THE BENEFIT OF THE COMMUNITY, EMPHAZIZING YOUTH RELATED PROGRAMS.
Program accomplishments
- THE ORGANIZATION ACCUMULATES FUNDS FOR LOCAL DISTRIBUTIONS AND INTERNATIONAL GRANTS.Expenses $505,936 · grants $505,936 · revenue $535,770
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
- 68-0374168
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $566,377
- Income (IRS master file)
- $558,233
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $535,770 | $512,947 | $566,377 | XML |
| 990 | June 2024 | $329,302 | $252,986 | $543,554 | XML |
| 990 | June 2023 | $175,198 | $219,496 | $532,666 | XML |
| 990 | June 2022 | $188,933 | $82,292 | $554,442 | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | 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 68-0374168).
Questions about SANTA ROSA EAST ROTARY FOUNDATION
- What is the EIN of SANTA ROSA EAST ROTARY FOUNDATION?
- The employer identification number (EIN) of SANTA ROSA EAST ROTARY FOUNDATION is 68-0374168.
- Is SANTA ROSA EAST ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to SANTA ROSA EAST ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA ROSA EAST 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 SANTA ROSA EAST 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 SANTA ROSA EAST 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 SANTA ROSA EAST ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 names LINDSAY FREY.
- Who are the officers and directors of SANTA ROSA EAST ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does SANTA ROSA EAST ROTARY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $535,770, expenses of $512,947 and total assets of $566,377 at year end.
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All nonprofits in SANTA ROSA · California · Philanthropy, voluntarism and grantmaking foundations