Nonprofit · EIN 77-0207218
ROTARY CLUB OF SAN LUIS OBISPO DE TOLOSA CHARITIES INC
Tax-exempt · SN LUIS OBISP, CA 93403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $109,144 | $119,587 | -$10,443 | $42,072 | $0 | $42,072 |
| June 30, 2024 | 990-EZ | $110,421 | $102,417 | $8,004 | $52,515 | $0 | $52,515 |
| June 30, 2023 | 990-EZ | $116,368 | $110,691 | $5,677 | $51,643 | $7,132 | $44,511 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $102,705
- Net income from fundraising events
- $6,439
Expenses
- Grants and similar amounts paid
- $95,077
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,400
- Other expenses
- $23,110
- Program services (functional)
- $112,187
Balance sheet and other
- Total assets, start of year
- $52,515
- Total assets, end of year
- $42,072
- Total liabilities, end of year
- $0
- Net assets, end of year
- $42,072
- Cash, savings and investments
- $39,505
- Gross receipts
- $138,195
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 |
|---|---|---|---|
| ERIN HOFFMAN | PRESIDENT | 10 | $0 |
| MARY VERDIN | PRESIDENT ELECT | 2 | $0 |
| BRYAN IDLER | VICE PRESIDENT ELECT | 8 | $0 |
| ALI JENSEN | SECRETARY | 2 | $0 |
| GAY SPENCER | SECRETARY | 5 | $0 |
| RUSS LEVANWAY | TREASURER | 1 | $0 |
| NEIL CURRIE | DIRECTOR | 1 | $0 |
| CRAIG GRAUGNARD | DIRECTOR | 1 | $0 |
| SHANNON HILL | DIRECTOR | 1 | $0 |
| MARTY INDVIK | DIRECTOR | 1 | $0 |
| KEN LONG | DIRECTOR | 1 | $0 |
| CORALEE MACIAS | DIRECTOR | 1 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEN LONG | PRESIDENT | 10 | $0 |
| ERIN HOFFMAN | PRESIDENT ELECT | 2 | $0 |
| ALI JANSEN | SECRETARY | 8 | $0 |
| GAY SPENCER | SECRETARY | 2 | $0 |
| RUSS LEVANWAY | TREASURER | 5 | $0 |
| RANELLE BALDWIN | DIRECTOR | 1 | $0 |
| NEIL CURRIE | DIRECTOR | 1 | $0 |
| PAIGE CHAMBERLAIN | DIRECTOR | 1 | $0 |
| BRANDON DOWNING | DIRECTOR | 1 | $0 |
| CHRISTOPHER GARDNER | DIRECTOR | 1 | $0 |
| SHANNON HILL | DIRECTOR | 1 | $0 |
| ERMINA KARIM | DIRECTOR | 1 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERYL WAKEFIELD | PRESIDENT | 10 | $0 |
| KEN LONG | PRESIDENT ELECT | 2 | $0 |
| ALI JANSEN | SECRETARY | 8 | $0 |
| GAY SPENCER | SECRETARY | 2 | $0 |
| RUSS LEVANWAY | TREASURER | 5 | $0 |
| BRANDON DOWNING | DIRECTOR | 1 | $0 |
| CARL DUDLEY | DIRECTOR | 1 | $0 |
| RORY GEORGE | DIRECTOR | 1 | $0 |
| BRITTANY GREGORY | DIRECTOR | 1 | $0 |
| ERIN HOFFMAN | DIRECTOR | 1 | $0 |
| DAVID JUHNKE | DIRECTOR | 1 | $0 |
| ERMINA KARIM | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3938, SN LUIS OBISP, CA 93403-3938
- Signed the 990-EZ
- LOUIS SUMMER, TREASURER
- Phone
- (805) 922-6201
- Website
- WWW.ROTARYDETOLOSA.ORG
- Return prepared by
- GLENN BURDETTE
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0207218 or by the name ROTARY CLUB OF SAN LUIS OBISPO DE TOLOSA 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
FUNDRAISING AND SUPPORT FOR LOCAL YOUTH-ORIENTED CHARITIES
Program accomplishments
- TO RAISE FUNDS FOR VARIOUS CHARITIES PRIMARILY IN THE LOCAL AREA AND GET INVOLVED IN LOCAL COMMUNITY SERVICE PROJECTS.Expenses $61,488 · grants $57,697
- TO PROVIDE ONE HUNDRED (100) ELEMENTARY SCHOOL CHILDREN FROM LOW INCOME FAMILIES WITH CLOTHING ACCORDING TO THEIR INDIVIDUAL NEEDS.Expenses $13,319
- TO PROVIDE FUNDS TO ROTARY INTERNATIONAL FOUNDATION WHICH ENABLE ROTARIANS TO CARRY OUT HUMANITARIAN AND EDUCATIONAL PROJECTS.Expenses $37,380 · grants $37,380
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
- 77-0207218
- 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
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $42,072
- Income (IRS master file)
- $138,195
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $109,144 | $119,587 | $42,072 | XML |
| 990-EZ | June 2024 | $110,421 | $102,417 | $52,515 | IRS |
| 990-EZ | June 2023 | $116,368 | $110,691 | $51,643 | 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 77-0207218).
Questions about ROTARY CLUB OF SAN LUIS OBISPO DE TOLOSA CHARITIES INC
- What is the EIN of ROTARY CLUB OF SAN LUIS OBISPO DE TOLOSA CHARITIES INC?
- The employer identification number (EIN) of ROTARY CLUB OF SAN LUIS OBISPO DE TOLOSA CHARITIES INC is 77-0207218.
- Is ROTARY CLUB OF SAN LUIS OBISPO DE TOLOSA CHARITIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to ROTARY CLUB OF SAN LUIS OBISPO DE TOLOSA 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 DE TOLOSA 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 DE TOLOSA 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 DE TOLOSA CHARITIES INC 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 SAN LUIS OBISPO DE TOLOSA CHARITIES INC?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF SAN LUIS OBISPO DE TOLOSA CHARITIES INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $109,144, expenses of $119,587 and total assets of $42,072 at year end.
Other nonprofits in SN LUIS OBISP
- COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY INC EIN 95-2410253 · last filed 990 for 2025
- PEOPLES SELF-HELP HOUSING CORPORATION EIN 95-2750154 · last filed 990 for 2025
- TRANSITIONS - MENTAL HEALTH ASSOCIATION EIN 95-3509040 · last filed 990 for 2025
- FAMILY CARE NETWORK INC EIN 77-0159090 · last filed 990 for 2025
- FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY EIN 77-0210727 · last filed 990 for 2025
- SAN LUIS OBISPO CLASSICAL ACADEMY EIN 20-3131883 · last filed 990 for 2025
- COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY EIN 77-0496500 · last filed 990 for 2025
- OPTIONS FAMILY OF SERVICES EIN 77-0109107 · last filed 990 for 2025