Nonprofit · EIN 91-1649116
TACOMA SUNRISE ROTARY CLUB FOUNDATION
Tax-exempt · TACOMA, WA 98401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $87,495 | $60,387 | $27,108 | $812,133 | $0 | $812,133 |
| June 30, 2025 | 990 | $118,077 | $115,177 | $2,900 | $662,981 | $0 | $662,981 |
| June 30, 2024 | 990 | $128,061 | $62,181 | $65,880 | $597,928 | $0 | $597,928 |
| June 30, 2022 | 990-EZ | $52,782 | $63,032 | -$10,250 | $496,331 | $0 | $496,331 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $96,263
- Program service revenue
- $0
- Investment income
- $5
- Net income from fundraising events
- -$8,773
- Other revenue
- -$8,773
Expenses
- Grants and similar amounts paid
- $55,914
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $60,080
- Management and general (functional)
- $307
Balance sheet and other
- Total assets, start of year
- $662,981
- Total assets, end of year
- $812,133
- Total liabilities, end of year
- $0
- Net assets, end of year
- $812,133
- Net assets without donor restrictions
- $812,133
- Gross receipts
- $103,843
- Employees
- 0
- Volunteers
- 40
- Year formed
- 1995
- State of legal domicile
- WA
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN MCGRATH | SECRETARY Trustee or director, Officer | 2 | $0 |
| CRAIG CATLIN | TREASURER Trustee or director, Officer | 3 | $0 |
| LISA JOHNSON | PRESIDENT Trustee or director, Officer | 4 | $0 |
| MICHAEL MCGAVOCK | PRESIDENT ELECT Trustee or director, Officer | 2 | $0 |
| BRETT FRESHWATERS | BOARD MEMBER Trustee or director | 2 | $0 |
| ROD KOON | BOARD MEMBER Trustee or director | 2 | $0 |
| DOUGLAS GLISPY | BOARD MEMBER Trustee or director | 2 | $0 |
| STACY BLAISDELL | BOARD MEMBER Trustee or director | 2 | $0 |
| ANNA HESS | BOARD MEMBER Trustee or director | 2 | $0 |
| MARVIN SANDBERG | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS GLENN | IMMEDIATE PAST LPRESIDENT Trustee or director, Officer | 2 | $0 |
| MICHAEL CARETTE-MEYERS | PRESIDENT Trustee or director, Officer | 3 | $0 |
| KAREN MCGRATH | SECRETARY Trustee or director, Officer | 2 | $0 |
| CRAIG CATLIN | TREASURER Trustee or director, Officer | 2 | $0 |
| LISA JOHNSON | PRESIDENT ELECT Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS GLENN | PRESIDENT Trustee or director, Officer | 3 | $0 |
| MICHAEL CARETTE-MEYERS | PRESIDENT ELECT Trustee or director, Officer | 2 | $0 |
| KAREN MCGRATH | SECRETARY Trustee or director, Officer | 2 | $0 |
| CRAIG CATLIN | TREASURER Trustee or director, Officer | 2 | $0 |
| ROBERT PENTIMONTI | IMMEDIATE PAST LPRESIDENT Trustee or director, Officer | 2 | $0 |
990-EZ for the year ended June 30, 2022: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RIC ARREDONDO | PRESIDENT | 3 | $0 |
| VIRGINIA FERGUSON | IMMEDIATE PAST PRESIDENT | 3 | $0 |
| KAREN MCGRATH | SECRETARY | 2 | $0 |
| CRAIG CATLIN | TREASURER | 2 | $0 |
| ROBERT PENTIMONTI | PRESIDENT ELECT | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 900, TACOMA, WA 98401-0900
- Principal officer (990 for 2025)
- LISA JOHNSON, PO BOX 900, TACOMA, WA 98401
- Signed the 990
- LISA JOHNSON, PRESIDENT
- Phone
- (253) 566-7070
- Return prepared by
- JOHNSON STONE & PAGANO PS
Mission
GRANTS TO VOCATIONAL SERVICES AND SPECIAL PROJECTS, INCLUDING SCHOLARSHIPS AND INTERNATIONAL INITIATIVES.
Program accomplishments
- GRANTS TO VOCATIONAL SERVICES AND SPECIAL PROJECTS, INCLUDING SCHOLARSHIPS AND INTERNATIONAL INITIATIVES.Expenses $60,080 · grants $55,914
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 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 91-1649116
- 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
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $812,133
- Income (IRS master file)
- $103,843
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $87,495 | $60,387 | $812,133 | XML |
| 990 | June 2025 | $118,077 | $115,177 | $662,981 | XML |
| 990 | June 2024 | $128,061 | $62,181 | $597,928 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | $52,782 | $63,032 | $496,331 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 91-1649116).
Questions about TACOMA SUNRISE ROTARY CLUB FOUNDATION
- What is the EIN of TACOMA SUNRISE ROTARY CLUB FOUNDATION?
- The employer identification number (EIN) of TACOMA SUNRISE ROTARY CLUB FOUNDATION is 91-1649116.
- Is TACOMA SUNRISE ROTARY CLUB FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to TACOMA SUNRISE ROTARY CLUB FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TACOMA SUNRISE ROTARY CLUB 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 TACOMA SUNRISE ROTARY CLUB FOUNDATION 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 TACOMA SUNRISE ROTARY CLUB FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of TACOMA SUNRISE ROTARY CLUB FOUNDATION?
- The 990 for the year ended June 30, 2026 names LISA JOHNSON.
- Who are the officers and directors of TACOMA SUNRISE ROTARY CLUB FOUNDATION?
- The 990 for the year ended June 30, 2026 lists 10 people; 0 received compensation from the organization.
- How much revenue does TACOMA SUNRISE ROTARY CLUB FOUNDATION have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $87,495, expenses of $60,387 and total assets of $812,133 at year end.
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All nonprofits in TACOMA · Washington · Philanthropy, voluntarism and grantmaking foundations