Nonprofit · EIN 77-0186489
ROTARY CLUB OF SAN LUIS OBISPO CHARITIES INC
Tax-exempt · SN LUIS OBISP, CA 93406
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $78,990 | $80,556 | -$1,566 | $560,158 | $10,000 | $550,158 |
| June 30, 2024 | 990 (amended) | $219,137 | $201,538 | $17,599 | $551,724 | $0 | $551,724 |
| June 30, 2024 | 990-EZ | $0 | $0 | $0 | $420,370 | $0 | $420,370 |
| June 30, 2023 | 990-EZ | $101,766 | $92,246 | $9,520 | $420,370 | $0 | $420,370 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $50,041
- Program service revenue
- $0
- Investment income
- $28,090
- Net gain from sales of assets
- -$2,281
- Net income from fundraising events
- $859
- Other revenue
- $859
Expenses
- Grants and similar amounts paid
- $80,383
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $80,556
Balance sheet and other
- Total assets, start of year
- $551,724
- Total assets, end of year
- $560,158
- Total liabilities, end of year
- $10,000
- Net assets, end of year
- $550,158
- Publicly traded securities
- $453,865
- Net assets without donor restrictions
- $173,161
- Net assets with donor restrictions
- $376,997
- Gross receipts
- $94,492
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1923
- 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 |
|---|---|---|---|
| JILL BOLSTER-WHITE | DIRECTOR Trustee or director | 1 | $0 |
| BEN WATSON | DIRECTOR Trustee or director | 1 | $0 |
| BARRY VANDERKELEN | DIRECTOR Trustee or director | 1 | $0 |
| JIM SALIO | DIRECTOR Trustee or director | 1 | $0 |
| LISA ADAMS | PRESIDENT Officer | 2 | $0 |
| CHRIS TEAFORD | TREASURER Officer | 2 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA ADAMS | DIRECTOR Trustee or director | 1 | $0 |
| JIM SALIO | DIRECTOR Trustee or director | 1 | $0 |
| BEN WATSON | DIRECTOR Trustee or director | 1 | $0 |
| BARRY VANDERKELEN | DIRECTOR Trustee or director | 1 | $0 |
| JILL BOLSTER-WHITE | PRESIDENT/ACTING SECRETARY Officer | 2 | $0 |
| CHRIS TEAFORD | TREASURER Officer | 2 | $0 |
990-EZ for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA ADAMS | DIRECTOR | 2 | $0 |
| JIM SALIO | DIRECTOR | 2 | $0 |
| BEN WATSON | DIRECTOR | 2 | $0 |
| BARRY VANDERKELEN | DIRECTOR | 2 | $0 |
| JILL BOLSTER-WHITE | PRESIDENT/ACTING SECRETARY | 2 | $0 |
| CHRIS TEAFORD | TREASURER | 2 | $0 |
990-EZ for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA ADAMS | DIRECTOR | 2 | $0 |
| JIM SALIO | DIRECTOR | 2 | $0 |
| BEN WATSON | DIRECTOR | 2 | $0 |
| BARRY VANDERKELEN | DIRECTOR | 2 | $0 |
| JILL BOLSTER-WHITE | PRESIDENT/ACTING SECRETARY | 2 | $0 |
| CHRIS TEAFORD | TREASURER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 833, SN LUIS OBISP, CA 93406-0833
- Principal officer (990 for 2024)
- CHRIS TEAFORD, 241 S BROADWAY ST STE 201, ORCUTT, CA 93455
- Signed the 990
- CHRIS TEAFORD, TREASURER
- Phone
- (805) 541-1308
- Return prepared by
- MCDERMOTT & APKARIAN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0186489 or by the name ROTARY CLUB OF SAN LUIS OBISPO CHARITIES 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
COMMUNITY AND INTERNATIONAL SERVICES PROVIDED THROUGH DONATIONS OF TIME AND MONEY TO VARIOUS ORGANIZATIONS.
Program accomplishments
- COMMUNITY AND INTERNATIONAL SERVICES PROVIDED THROUGH DONATIONS OF TIME AND MONEY TO VARIOUS ORGANIZATIONS.Expenses $80,556 · grants $80,383
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
- 77-0186489
- 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
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S800)
- Assets (IRS master file)
- $560,158
- Income (IRS master file)
- $94,492
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $78,990 | $80,556 | $560,158 | IRS |
| 990 | June 2024 | $219,137 | $201,538 | $551,724 | IRS |
| 990-EZ | June 2024 | $0 | $0 | $420,370 | IRS |
| 990-EZ | June 2023 | $101,766 | $92,246 | $420,370 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | 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 77-0186489).
Questions about ROTARY CLUB OF SAN LUIS OBISPO CHARITIES INC
- What is the EIN of ROTARY CLUB OF SAN LUIS OBISPO CHARITIES INC?
- The employer identification number (EIN) of ROTARY CLUB OF SAN LUIS OBISPO CHARITIES INC is 77-0186489.
- Is ROTARY CLUB OF SAN LUIS OBISPO CHARITIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to ROTARY CLUB OF SAN LUIS OBISPO CHARITIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF SAN LUIS OBISPO CHARITIES 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 ROTARY CLUB OF SAN LUIS OBISPO CHARITIES 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 ROTARY CLUB OF SAN LUIS OBISPO CHARITIES 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 ROTARY CLUB OF SAN LUIS OBISPO CHARITIES INC?
- The 990 for the year ended June 30, 2025 names CHRIS TEAFORD.
- Who are the officers and directors of ROTARY CLUB OF SAN LUIS OBISPO CHARITIES INC?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF SAN LUIS OBISPO CHARITIES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $78,990, expenses of $80,556 and total assets of $560,158 at year end.
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All nonprofits in SN LUIS OBISP · California · Community improvement and capacity building