Nonprofit · EIN 77-0297455
THOUSAND OAKS ROTARY FOUNDATION
Tax-exempt · THOUSAND OAKS, CA 91358
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $177,075 | $119,476 | $57,599 | $1,020,079 | $28,117 | $991,962 |
| June 30, 2024 | 990 | $117,186 | $49,395 | $67,791 | $960,387 | $26,024 | $934,363 |
| June 30, 2023 | 990 | $83,142 | $97,469 | -$14,327 | $905,766 | $39,194 | $866,572 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $80,700
- Program service revenue
- $0
- Investment income
- $96,532
- Net gain from sales of assets
- $53,823
- Net income from fundraising events
- -$7,465
- Net income from gaming
- $7,308
- Other revenue
- -$157
Expenses
- Grants and similar amounts paid
- $110,246
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,320
- Program services (functional)
- $110,246
- Management and general (functional)
- $9,230
Balance sheet and other
- Total assets, start of year
- $960,387
- Total assets, end of year
- $1,020,079
- Total liabilities, end of year
- $28,117
- Net assets, end of year
- $991,962
- Publicly traded securities
- $936,469
- Net assets without donor restrictions
- $991,962
- Gross receipts
- $582,967
- Employees
- 0
- Volunteers
- 100
- Year formed
- 1991
- 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 |
|---|---|---|---|
| ROBERT LEWIS | President Trustee or director, Officer | 2 | $0 |
| MARTIN ANDERSON | BOARD MEMBER Trustee or director | 2 | $0 |
| JOHN BRADLEY | BOARD MEMBER Trustee or director | 2 | $0 |
| PAUL DRYMAN | BOARD MEMBER Trustee or director | 2 | $0 |
| SUSAN MURATA | BOARD MEMBER Trustee or director | 2 | $0 |
| HERB GOOCH | BOARD MEMBER Trustee or director | 2 | $0 |
| LAURA CONWAY | BOARD MEMBER Trustee or director | 2 | $0 |
| DAVID STOWELL | BOARD MEMBER Trustee or director | 2 | $0 |
| JUDY ST JOHN | BOARD MEMBER Trustee or director | 2 | $0 |
| PATRICIA JONES | BOARD MEMBER Trustee or director | 2 | $0 |
| ROGER BENSON | BOARD MEMBER Trustee or director | 2 | $0 |
| JASON COREY | Treasurer Trustee or director | 2 | $0 |
| DAVID WENDER | BOARD MEMBER Officer | 2 | $0 |
| VICKY ARNDT | Secretary Officer | 2 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT LEWIS | President Trustee or director, Officer | 2 | $0 |
| MARTIN ANDERSON | BOARD MEMBER Trustee or director | 2 | $0 |
| JOHN BRADLEY | BOARD MEMBER Trustee or director | 2 | $0 |
| PAUL DRYMAN | BOARD MEMBER Trustee or director | 2 | $0 |
| SUSAN MURATA | BOARD MEMBER Trustee or director | 2 | $0 |
| HERB GOOCH | BOARD MEMBER Trustee or director | 2 | $0 |
| KEN KOSSOFF | FDTN COMM CHAIR Trustee or director | 2 | $0 |
| DAVID STOWELL | BOARD MEMBER Trustee or director | 2 | $0 |
| JUDY ST JOHN | BOARD MEMBER Trustee or director | 2 | $0 |
| KAREN FURNARI | BOARD MEMBER Trustee or director | 2 | $0 |
| ROGER BENSON | BOARD MEMBER Trustee or director | 2 | $0 |
| DAVID WENDER | Treasurer Officer | 2 | $0 |
| VICKY ARNDT | Secretary Officer | 2 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT LEWIS | BOARD MEMBER Trustee or director | 2 | $0 |
| JOHN BRADLEY | BOARD MEMBER Trustee or director | 2 | $0 |
| MIKE MURPHY | BOARD MEMBER Trustee or director | 2 | $0 |
| SUSAN MURATA | BOARD MEMBER Trustee or director | 2 | $0 |
| HERB GOOCH | BOARD MEMBER Trustee or director | 2 | $0 |
| KEN KOSSOFF | FDTN COMM CHAIR Trustee or director | 2 | $0 |
| DAVID STOWELL | BOARD MEMBER Trustee or director | 2 | $0 |
| JUDY ST JOHN | BOARD MEMBER Trustee or director | 2 | $0 |
| KAREN FURNARI | BOARD MEMBER Trustee or director | 2 | $0 |
| ROGER BENSON | BOARD MEMBER Trustee or director | 2 | $0 |
| DAVID WENDER | Treasurer Officer | 2 | $0 |
| VICKY ARNDT | Secretary Officer | 2 | $0 |
| MARTIN ANDERSON | President Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1225, THOUSAND OAKS, CA 91358-0225
- In care of
- % DAVID L WENDER
- Principal officer (990 for 2024)
- ROBERT LEWIS, PO BOX 1225, THOUSAND OAKS, CA 91358
- Signed the 990
- JASON COREY, Treasurer
- Phone
- (805) 497-9796
- Return prepared by
- Wender and McLaine CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0297455 or by the name THOUSAND OAKS 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
TO PROVIDE SCHOLARSHIP AWARDS TO INDIVIDUALS AND GRANTS TO OTHER NON PROFIT ORGANIZATIONS.
Program accomplishments
- PROVIDE GRANT FOR THE NEW WEST SYMPHONY VAN AND OTHER OPERATING EXPENSES.Expenses $31,137 · grants $31,137
- SCHOLARSHIP AWARDS TO LOCAL AREA RESIDENTSExpenses $29,000 · grants $29,000
- ROTARY INTERNATIONAL FOUNDATION - GLOBAL GRANTS 2342772 LIMO HOSPITALExpenses $21,000 · grants $21,000
- VENTURA COUNTY SPECIAL OLYMPICS - TO PROVIDE FUNDS FOR SPECIAL OLYMPICS ACTIVITIES.Expenses $20,609 · grants $20,609
- PROVIDE GRANTS TO THE PLAY CONEJO FOR THEIR PROGRAMS FOR YOUTH.Expenses $3,500 · grants $3,500
- PROVIDE GRANTS TO THE LOCAL YMCA FOR THEIR PROGRAMS.Expenses $3,000 · grants $3,000
- PROVIDE GRANT FOR THE BOY SCOUTS OF AMERICA VENTURAExpenses $1,500 · grants $1,500
- PROVIDE SUPPORT FOR THE K-9 FOR WARRIORSExpenses $500 · grants $500
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
- 77-0297455
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20Z)
- Assets (IRS master file)
- $1,020,079
- Income (IRS master file)
- $582,967
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $177,075 | $119,476 | $1,020,079 | IRS |
| 990 | June 2024 | $117,186 | $49,395 | $960,387 | IRS |
| 990 | June 2023 | $83,142 | $97,469 | $905,766 | XML |
| 990 | June 2022 | $147,812 | $92,061 | $894,866 | IRS |
| 990 | June 2021 | – | – | – | 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 77-0297455).
Questions about THOUSAND OAKS ROTARY FOUNDATION
- What is the EIN of THOUSAND OAKS ROTARY FOUNDATION?
- The employer identification number (EIN) of THOUSAND OAKS ROTARY FOUNDATION is 77-0297455.
- Is THOUSAND OAKS ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to THOUSAND OAKS ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THOUSAND OAKS 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 THOUSAND OAKS 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 THOUSAND OAKS 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 THOUSAND OAKS ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 names ROBERT LEWIS.
- Who are the officers and directors of THOUSAND OAKS ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does THOUSAND OAKS ROTARY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $177,075, expenses of $119,476 and total assets of $1,020,079 at year end.
Other nonprofits in THOUSAND OAKS
- YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTHEAST VENTURA COUNTY EIN 95-2305501 · last filed 990 for 2025
- CONEJO VALLEY SENIOR CONCERNS EIN 95-2992927 · last filed 990 for 2025
- HARBOR HOUSE EIN 38-4100881 · last filed 990 for 2024
- ASSISTANCE LEAGUE OF CONEJO VALLEY EIN 95-4537993 · last filed 990 for 2025
- BEYOND US & THEM EIN 92-3866280 · last filed 990 for 2024
- RAISINGHOPE INC EIN 47-1788053 · last filed 990 for 2024
- SOCIETY OF SAINT VINCENT DE PAUL ST PASCHAL BAYLON CONFERENCE EIN 27-1002063 · last filed 990 for 2025
- GOEBEL SENIOR CENTER COMMISSION INC EIN 95-3474700 · last filed 990 for 2025
All nonprofits in THOUSAND OAKS · California · Human services