Nonprofit · EIN 86-0214607
CATALINA ROTARY FOUNDATION INC
Tax-exempt · TUCSON, AZ 85718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $80,594 | $119,718 | -$39,124 | $85,510 | $4,544 | $80,966 |
| June 30, 2025 | 990-EZ | $85,132 | $7,973 | $77,159 | $129,330 | $9,240 | $120,090 |
| June 30, 2024 | 990-EZ | $66,677 | $61,225 | $5,452 | $50,795 | $7,864 | $42,931 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $8,062
- Program service revenue
- $0
- Investment income
- $8
- Net income from fundraising events
- $72,524
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $119,577
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Other expenses
- $141
- Program services (functional)
- $119,577
Balance sheet and other
- Total assets, start of year
- $129,330
- Total assets, end of year
- $85,510
- Total liabilities, end of year
- $4,544
- Net assets, end of year
- $80,966
- Cash, savings and investments
- $84,337
- Gross receipts
- $86,571
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeff Hamstra | PRESIDENT | 3 | $0 |
| Steve Pender | PRESIDENT ELECT | 1.5 | $0 |
| ANDREW T O'SULLIVAN | TREASUER | 2 | $0 |
| CHARLES MATTHEWSON | SECRETARY | 1.5 | $0 |
| CHARLES MATTHEWSON | DIRECTOR | 1 | $0 |
| PAT PATTON | DIRECTOR | 1 | $0 |
| THOMAS ROBERTSON | DIRECTOR | 1 | $0 |
| TED FORSBERG | DIRECTOR | 1 | $0 |
| JOANNE WESTERMAN | DIRECTOR | 1 | $0 |
| CATHY ERCHULL | DIRECTOR | 1 | $0 |
| STEVE PENDER | DIRECTOR | 1 | $0 |
| BJ CORDOVA | DIRECTOR | 1 | $0 |
| ANDREW O'SULLIVAN | DIRECTOR | 1 | $0 |
| JEFF HAMSTRA | DIRECTOR | 1 | $0 |
990-EZ for the year ended June 30, 2025: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| B J CORDOVA | PRESIDENT | 3 | $0 |
| JEFF HAMSTRA | PRESIDENT ELECT | 1.5 | $0 |
| ANDREW T O'SULLIVAN | TREASUER | 2 | $0 |
| CHARLES MATTHEWSON | SECRETARY | 1.5 | $0 |
| ANDREW KERR | DIRECTOR | 1 | $0 |
| ARTURO MOJICA | DIRECTOR | 1 | $0 |
| DORICE BEREN | DIRECTOR | 1 | $0 |
| JAMES KESTER | DIRECTOR | 1 | $0 |
| JOANNE WESTERMAN | DIRECTOR | 1 | $0 |
| MICHAEL TROUGHTON | DIRECTOR | 1 | $0 |
| STEPHEN PENDER | DIRECTOR | 1 | $0 |
| TED FORSBERG | DIRECTOR | 1 | $0 |
| B J CORDOVA | DIRECTOR | 1 | $0 |
| JEFF HAMSTRA | DIRECTOR | 1 | $0 |
| ANDREW T O'SULLIVAN | DIRECTOR | 1 | $0 |
| CHARLES MATTHEWSON | DIRECTOR | 1 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL TROUGHTON | President | 3 | $0 |
| Charles Matthewson | Secretary | 1 | $0 |
| JEFF HAMSTRA | Vice President | 1 | $0 |
| Andrew Kerr | Treasurer | 2 | $0 |
| DORICE BEREN | Director | 1 | $0 |
| ARTURO MOJICA | Director | 1 | $0 |
| ELIZABETH WILSON | Director | 1 | $0 |
| STEPHEN PENDER | Director | 1 | $0 |
| ANDREW KERR | DIRECTOR | 0 | $0 |
| JEFF HAMSTRA | DIRECTOR | 0 | $0 |
| CHARLES MATHEWSON | Director | 1 | $0 |
| MICHAEL TROUGHTON | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4011 E CAMINO MONTECILLO, TUCSON, AZ 85718-3437
- In care of
- % DAVID R FURREY
- Mailing address (990-N for 2020)
- 4011 EAST CAMINO MONTECILLO, TUCSON AZ 857183437
- Principal officer (990-N for 2020)
- Andrew Kerr, 6122 North Running Deer Circle, Tucson AZ 85750
- Signed the 990-EZ
- ANDREW O'SULLIVAN, TREASURER
- Phone
- (520) 577-6400
- Website
- CATALINAROTARY.ORG
- Return prepared by
- RUSSELL R MURPHY LTD CPA
Mission
Grants and donations to recognized 501(c)(3) organizations
Program accomplishments
- Grants to 501(c)(3) organizations - See Schedule O.Expenses $119,577 · grants $119,577
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 | 990-EZ on file |
| 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
- 86-0214607
- 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
- 1978
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $85,510
- Income (IRS master file)
- $86,571
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $80,594 | $119,718 | $85,510 | XML |
| 990-EZ | June 2025 | $85,132 | $7,973 | $129,330 | XML |
| 990-EZ | June 2024 | $66,677 | $61,225 | $50,795 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-N for 2020 Officer: Andrew Kerr | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Andrew Kerr | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 86-0214607).
Questions about CATALINA ROTARY FOUNDATION INC
- What is the EIN of CATALINA ROTARY FOUNDATION INC?
- The employer identification number (EIN) of CATALINA ROTARY FOUNDATION INC is 86-0214607.
- Is CATALINA ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to CATALINA ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CATALINA ROTARY FOUNDATION 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 CATALINA ROTARY FOUNDATION INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CATALINA ROTARY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who is the principal officer of CATALINA ROTARY FOUNDATION INC?
- The 990-N for 2020 names Andrew Kerr.
- Who are the officers and directors of CATALINA ROTARY FOUNDATION INC?
- The 990-EZ for the year ended June 30, 2026 lists 14 people; 0 received compensation from the organization.
- How much revenue does CATALINA ROTARY FOUNDATION INC have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $80,594, expenses of $119,718 and total assets of $85,510 at year end.
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