Nonprofit · EIN 77-0554304
ROTARY FOUNDATION OF THE ROTARY CLUB OF MONTEREY A NONPROFIT BENE
Tax-exempt · MONTEREY, CA 93942
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $199,940 | $227,984 | -$28,044 | $128,969 | $0 | $128,969 |
| June 30, 2024 | 990 | $145,560 | $155,868 | -$10,308 | $157,013 | $0 | $157,013 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $123,588
- Membership dues
- $36,250
- Program service revenue
- $0
- Investment income
- $1,814
- Net income from fundraising events
- $74,538
- Other revenue
- $74,538
Expenses
- Grants and similar amounts paid
- $220,721
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,726
- Program services (functional)
- $227,548
- Management and general (functional)
- $436
Balance sheet and other
- Total assets, start of year
- $157,013
- Total assets, end of year
- $128,969
- Total liabilities, end of year
- $0
- Net assets, end of year
- $128,969
- Gross receipts
- $234,273
- Employees
- 0
- Volunteers
- 114
- Year formed
- 1995
- 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 |
|---|---|---|---|
| Jonathan Geisler | President Trustee or director, Officer | 10 | $0 |
| Erik Johnsen | Director Trustee or director | 3 | $0 |
| David Betts | Treasurer Trustee or director, Officer | 5 | $0 |
| Renata Barnwell | Secretary Trustee or director, Officer | 7 | $0 |
| Barbara Ostos | Director Trustee or director | 3 | $0 |
| Ron Coulter | Treasurer Trustee or director | 3 | $0 |
| Mitchell Friedman | Director Trustee or director | 3 | $0 |
| Greg Ogden | Director Trustee or director | 3 | $0 |
| Shyam Kamath | Director Trustee or director | 3 | $0 |
| Ralph Keill Jr | Director Trustee or director | 3 | $0 |
| John Scherer | Director Trustee or director | 3 | $0 |
| Dave Hober | President | 10 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jonathan Geisler | President Trustee or director, Officer | 10 | $0 |
| Dave Hober | Director Trustee or director | 3 | $0 |
| David Betts | Treasurer Trustee or director, Officer | 5 | $0 |
| Renata Barnwell | Secretary Trustee or director, Officer | 7 | $0 |
| Barbara Ostos | Director Trustee or director | 3 | $0 |
| Ron Coulter | Director Trustee or director | 3 | $0 |
| Mitchell Friedman | Director Trustee or director | 3 | $0 |
| Greg Ogden | Director Trustee or director | 3 | $0 |
| Shyam Kamath | Director Trustee or director | 3 | $0 |
| Ralph Keill Jr | Director Trustee or director | 3 | $0 |
| John Scherer | Director Trustee or director | 3 | $0 |
| Dave Hober | President | 10 | $0 |
| Phil Deppert | Treasurer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 669, MONTEREY, CA 93942-0669
- In care of
- % COLLEEN JOHNSON
- Principal officer (990 for 2024)
- Ron Coulter, PO Box 669, Monterey, CA 93940
- Signed the 990
- Ron Coulter, Treasurer
- Phone
- (831) 594-9640
- Website
- montereyrotary.org
- Return prepared by
- The Mattox Group
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0554304 or by the name ROTARY FOUNDATION OF THE ROTARY CLUB OF MONTEREY A NONPROFIT BENE.
- 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 support youth in the area and community outreach
Program accomplishments
- Support community organizationsExpenses $190,425 · grants $183,598
- Support youth through scholarships and other donations.Expenses $37,123 · grants $37,123
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
- 77-0554304
- 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)
- Human services (P122)
- Assets (IRS master file)
- $128,969
- Income (IRS master file)
- $234,273
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $199,940 | $227,984 | $128,969 | XML |
| 990 | June 2024 | $145,560 | $155,868 | $157,013 | IRS |
| 990 | June 2023 | $139,467 | $136,631 | $167,321 | IRS |
| 990 | June 2022 | $154,897 | $124,222 | $163,011 | 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 77-0554304).
Questions about ROTARY FOUNDATION OF THE ROTARY CLUB OF MONTEREY A NONPROFIT BENE
- What is the EIN of ROTARY FOUNDATION OF THE ROTARY CLUB OF MONTEREY A NONPROFIT BENE?
- The employer identification number (EIN) of ROTARY FOUNDATION OF THE ROTARY CLUB OF MONTEREY A NONPROFIT BENE is 77-0554304.
- Is ROTARY FOUNDATION OF THE ROTARY CLUB OF MONTEREY A NONPROFIT BENE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ROTARY FOUNDATION OF THE ROTARY CLUB OF MONTEREY A NONPROFIT BENE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY FOUNDATION OF THE ROTARY CLUB OF MONTEREY A NONPROFIT BENE 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 FOUNDATION OF THE ROTARY CLUB OF MONTEREY A NONPROFIT BENE 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 FOUNDATION OF THE ROTARY CLUB OF MONTEREY A NONPROFIT BENE 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 FOUNDATION OF THE ROTARY CLUB OF MONTEREY A NONPROFIT BENE?
- The 990 for the year ended June 30, 2025 names Ron Coulter.
- Who are the officers and directors of ROTARY FOUNDATION OF THE ROTARY CLUB OF MONTEREY A NONPROFIT BENE?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ROTARY FOUNDATION OF THE ROTARY CLUB OF MONTEREY A NONPROFIT BENE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $199,940, expenses of $227,984 and total assets of $128,969 at year end.
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