Nonprofit · EIN 68-0440147
ROTARY CLUB OF MOUNT SHASTA FOUNDATION
Tax-exempt · MOUNT SHASTA, CA 96067
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $188,366 | $184,723 | $3,643 | $241,567 | – | $241,567 |
| June 30, 2024 | 990-EZ | $88,485 | $42,358 | $46,127 | $289,769 | $50,318 | $239,451 |
| June 30, 2023 | 990-EZ | $71,714 | $62,711 | $9,003 | $212,017 | $21,207 | $190,810 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $159,512
- Investment income
- $5,715
- Net income from fundraising events
- $23,139
Expenses
- Grants and similar amounts paid
- $19,554
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $833
- Occupancy
- $1,210
- Other expenses
- $163,126
- Program services (functional)
- $184,723
Balance sheet and other
- Total assets, start of year
- $283,943
- Total assets, end of year
- $241,567
- Total liabilities, end of year
- –
- Net assets, end of year
- $241,567
- Cash, savings and investments
- $241,567
- Gross receipts
- $190,099
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 |
|---|---|---|---|
| Merle Anderson | President | 1 | $0 |
| Molly Aston | Vice President | 1 | $0 |
| Jeff Butzlaff | Secretary | 1 | $0 |
| Audra Beylik | Trustee | 1 | $0 |
| Russ Porterfield | Trustee | 1 | $0 |
| Tim Sterns | Trustee | 1 | $0 |
| Shayna Cassidy | Trustee | 1 | $0 |
| Greg Juell | Treasurer | 1 | $0 |
| Tom Stienstra | Trustee | 1 | $0 |
| Linda Stremel | Trustee | 1 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Merle Anderson | President | 1 | $0 |
| Molly Aston | Vice President | 1 | $0 |
| Carolyn Briody | Trustee | 1 | $0 |
| Jeff Butzlaff | Secretary | 1 | $0 |
| Greg Juell | Treasurer | 1 | $0 |
| Russ Porterfield | Trustee | 1 | $0 |
| Tim Sterns | Trustee | 1 | $0 |
| Lorinda Forrest Meyer | Trustee | 1 | $0 |
| Linda Stremel | Trustee | 1 | $0 |
990-EZ for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Merle Anderson | President | 1 | $0 |
| Molly Aston | Trustee | 1 | $0 |
| Carolyn Briody | Trustee | 1 | $0 |
| Donna Boyd | Trustee | 1 | $0 |
| Al Schoenstein | Trustee | 1 | $0 |
| Carolyn Napper | Trustee | 1 | $0 |
| Shayna Cassidy | Treasurer | 1 | $0 |
| Greg Juell | Trustee | 1 | $0 |
| Lorinda Forrest Meyer | Trustee | 1 | $0 |
| Linda Stremel | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 158, MOUNT SHASTA, CA 96067-0158
- In care of
- % GINO MARCONI
- Signed the 990-EZ
- LYNN TEUSCHER, CPA & MEMBER
- Phone
- (530) 926-3881
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0440147 or by the name ROTARY CLUB OF MOUNT SHASTA 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
SUPPORT OF LOCAL COMMUNITY SERVICE PROJECTS, ORGANIZATIONS, AND YOUTH SERVICES, INCLUDING SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS AND SUPPORT OF LOCAL INTERACT CLUB
Program accomplishments
- SUPPORT OF LOCAL COMMUNITY SERVICE PROJECTS, ORGANIZATIONS, AND YOUTH SERVICES, INCLUDING SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS AND SUPPORT OF LOCAL INTERACT CLUBExpenses $184,723
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
- 68-0440147
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $241,567
- Income (IRS master file)
- $190,099
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $188,366 | $184,723 | $241,567 | XML |
| 990-EZ | June 2024 | $88,485 | $42,358 | $289,769 | IRS |
| 990-EZ | June 2023 | $71,714 | $62,711 | $212,017 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 68-0440147).
Questions about ROTARY CLUB OF MOUNT SHASTA FOUNDATION
- What is the EIN of ROTARY CLUB OF MOUNT SHASTA FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF MOUNT SHASTA FOUNDATION is 68-0440147.
- Is ROTARY CLUB OF MOUNT SHASTA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ROTARY CLUB OF MOUNT SHASTA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF MOUNT SHASTA 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 ROTARY CLUB OF MOUNT SHASTA 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 ROTARY CLUB OF MOUNT SHASTA 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 are the officers and directors of ROTARY CLUB OF MOUNT SHASTA FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF MOUNT SHASTA FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $188,366, expenses of $184,723 and total assets of $241,567 at year end.
Other nonprofits in MOUNT SHASTA
- GOLDEN EAGLE CHARTER SCHOOL EIN 20-1267289 · last filed 990 for 2025
- SHARING WW INC EIN 90-0904457 · last filed 990 for 2024
- BOYS & GIRLS CLUB OF GREATER SHASTA EIN 84-2095651 · last filed 990 for 2024
- MOUNTAIN SCHOLARS INC EIN 92-2470350 · last filed 990 for 2025
- FRIENDS OF THE MT SHASTA BRANCH LIBRARY INC EIN 76-0753198 · last filed 990-EZ for 2025
- BLESS THE CHILDREN PROJECT INC EIN 33-4055256 · last filed 990-N for 2025
- NU-SISKIYOU CHARTER SCHOOL FOUNDATION EIN 90-0196344 · last filed 990-N for 2025
- MT SHASTA EDUCATION FOUNDATION EIN 68-0394411 · last filed 990-N for 2024