Nonprofit · EIN 77-0178513
PASO ROBLES ROTARY SERVICES INC
Tax-exempt · PASO ROBLES, CA 93447
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $320,897 | $164,403 | $156,494 | $1,904,178 | $0 | $1,904,178 |
| June 30, 2024 | 990 | $198,403 | $178,486 | $19,917 | $1,747,684 | $0 | $1,747,684 |
| June 30, 2023 | 990 | $298,118 | $230,559 | $67,559 | $1,727,767 | $0 | $1,727,767 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $21,247
- Program service revenue
- $0
- Investment income
- $231,393
- Net gain from sales of assets
- $196,154
- Net income from fundraising events
- $68,257
- Other revenue
- $68,257
Expenses
- Grants and similar amounts paid
- $145,066
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,353
- Program services (functional)
- $164,403
Balance sheet and other
- Total assets, start of year
- $1,747,684
- Total assets, end of year
- $1,904,178
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,904,178
- Gross receipts
- $1,191,208
- Employees
- 0
- Volunteers
- 60
- Year formed
- 1993
- 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 |
|---|---|---|---|
| SHARON ROSS | WMCO CHAIR Trustee or director | 2 | $0 |
| RICK GOREE | GOLF CHAIR Trustee or director | 2 | $0 |
| ANN HANSEN | INVESTMT CHAIR Trustee or director | 2 | $0 |
| JAN JENSEN | Treasurer Officer | 2 | $0 |
| JESSICA FULLERTON | Secretary Officer | 2 | $0 |
| LARS JORGENSEN | President Officer | 2 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY TUCKER | Past President Trustee or director | 1 | $0 |
| REX THORNHILL | Bulletin Editor Trustee or director | 1 | $0 |
| KEBA BAIRD | Chairman Trustee or director | 1 | $0 |
| RANDY HARDING | Chairman Trustee or director | 1 | $0 |
| CYNTHIA ANTHONY | Director Trustee or director | 1 | $0 |
| LACEY CLIFTON-JENSEN | Chairman Trustee or director | 1 | $0 |
| JOHN HAMON | Director Trustee or director | 1 | $0 |
| JOE IRICK | Director Trustee or director | 1 | $0 |
| LINDA MIDKIFF | Director Trustee or director | 1 | $0 |
| BRIAN MAXTED | Chairman Trustee or director | 1 | $0 |
| JOAN WALKER | Chairman Trustee or director | 1 | $0 |
| JESSICA FULLERTON | Director Trustee or director | 1 | $0 |
| LARS JORGENSEN | President Elect Trustee or director | 1 | $0 |
| JAN JENSEN | Treasurer Officer | 2 | $0 |
| KATIE LUPER | Secretary Officer | 2 | $0 |
| BOB VILHAUER | President Officer | 2 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON ROSS | PAST PRESIDENT Trustee or director | 1 | $0 |
| LARS JORGENSEN | Director Trustee or director | 1 | $0 |
| RANDY HARDING | Director Trustee or director | 1 | $0 |
| BOB VILHAUER | PRESIDENT ELECT Trustee or director | 1 | $0 |
| CYNTHIA ANTHONY | Director Trustee or director | 1 | $0 |
| LACEY CLIFTON-JENSEN | Director Trustee or director | 1 | $0 |
| PAUL SLOAN | Director Trustee or director | 1 | $0 |
| JOE IRICK | Director Trustee or director | 1 | $0 |
| LINDA MIDKIFF | Director Trustee or director | 1 | $0 |
| BRIAN MAXTED | Director Trustee or director | 1 | $0 |
| DOUG BARTH | Chairman Trustee or director | 1 | $0 |
| ASHLEY WILKEN | Chairman Trustee or director | 1 | $0 |
| JOHN HAMON | Chairman Trustee or director | 1 | $0 |
| KATHY TUCKER | President Officer | 2 | $0 |
| JAN JENSEN | Treasurer Officer | 2 | $0 |
| KATIE LUPER | Secretary Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3641, PASO ROBLES, CA 93447-3641
- Principal officer (990 for 2024)
- JAN JENSEN, PO BOX 3641, PASO ROBLES, CA 93447
- Signed the 990
- JAN JENSEN, Treasurer
- Phone
- (805) 238-1262
- Return prepared by
- Carter Accountancy Corporation
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0178513 or by the name PASO ROBLES ROTARY SERVICES 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
PROMOTION OF ROTARY IDEALS, FELLOWSHIP AND EDUCATION THROUGH COMMUNITY AND WORLDWIDE INVOLVEMENT AND OUTREACH.
Program accomplishments
- SUPPORT COMMUNITY AND INTERNATIONAL PROJECTS THROUGH SCHOLARSHIPS, EDUCATION, HEALTH AWARENESS AND PREVENTION.Expenses $164,403 · grants $145,066
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
- 77-0178513
- 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
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,904,178
- Income (IRS master file)
- $1,191,208
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $320,897 | $164,403 | $1,904,178 | IRS |
| 990 | June 2024 | $198,403 | $178,486 | $1,747,684 | IRS |
| 990 | June 2023 | $298,118 | $230,559 | $1,727,767 | XML |
| 990 | June 2022 | $201,698 | $107,132 | $1,660,008 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 77-0178513).
Questions about PASO ROBLES ROTARY SERVICES INC
- What is the EIN of PASO ROBLES ROTARY SERVICES INC?
- The employer identification number (EIN) of PASO ROBLES ROTARY SERVICES INC is 77-0178513.
- Is PASO ROBLES ROTARY SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to PASO ROBLES ROTARY SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PASO ROBLES ROTARY SERVICES 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 PASO ROBLES ROTARY SERVICES 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 PASO ROBLES ROTARY SERVICES INC 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 PASO ROBLES ROTARY SERVICES INC?
- The 990 for the year ended June 30, 2025 names JAN JENSEN.
- Who are the officers and directors of PASO ROBLES ROTARY SERVICES INC?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does PASO ROBLES ROTARY SERVICES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $320,897, expenses of $164,403 and total assets of $1,904,178 at year end.
Other nonprofits in PASO ROBLES
- PASO ROBLES HORSE PARK FOUNDATION INC EIN 81-0938685 · last filed 990-PF for 2024
- ACHIEVEMENT HOUSE INC EIN 20-0022378 · last filed 990 for 2025
- NCI AFFILIATES INC EIN 95-3445094 · last filed 990 for 2025
- MUST EIN 90-0663200 · last filed 990 for 2024
- PASO ROBLES WINE COUNTRY ALLIANCE EIN 77-0326604 · last filed 990 for 2024
- HORSEPOWER SANCTUARIES EIN 77-0269641 · last filed 990 for 2025
- TOLOSA CHILDRENS DENTAL CENTER EIN 77-0346861 · last filed 990 for 2025
- PASO ROBLES DESTINATION EIN 82-1951529 · last filed 990 for 2025