Nonprofit · EIN 94-0808242
ROTARY INTERNATIONAL
Also known as MONTEREY ROTARY CLUB
Tax-exempt · MONTEREY, CA 93942
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $159,381 | $128,231 | $31,150 | $178,447 | $0 | $178,447 |
| June 30, 2024 | 990 | $182,786 | $151,598 | $31,188 | $147,297 | $0 | $147,297 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $159,381
- Membership dues
- $155,881
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $81,822
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $6,458
- Program services (functional)
- $124,981
- Management and general (functional)
- $3,250
Balance sheet and other
- Total assets, start of year
- $147,297
- Total assets, end of year
- $178,447
- Total liabilities, end of year
- $0
- Net assets, end of year
- $178,447
- Gross receipts
- $159,381
- Employees
- 0
- Volunteers
- 114
- Year formed
- 1924
- 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 | President Trustee or director | 3 | $0 |
| David Betts | Director Trustee or director, Officer | 5 | $0 |
| Renata Barnwell | COO 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 | Secretary Trustee or director | 3 | $0 |
| Jonathan Geisler | 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 | President Trustee or director | 3 | $0 |
| David Betts | Director Trustee or director, Officer | 5 | $0 |
| Renata Barnwell | COO 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 | Secretary 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
- % JON GIFFEN
- Principal officer (990 for 2024)
- Ron Coulter, PO Box 669, Monterey, CA 93942
- 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 94-0808242 or by the name ROTARY INTERNATIONAL.
- 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
Encourage and foster professional standards of services.
Program accomplishments
- Encourage and foster professional standards of services.Expenses $124,981
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
- 94-0808242
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1942
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0573: ROTARY INTERNATIONAL
- Assets (IRS master file)
- $178,447
- Income (IRS master file)
- $159,381
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $159,381 | $128,231 | $178,447 | XML |
| 990 | June 2024 | $182,786 | $151,598 | $147,297 | IRS |
| 990 | June 2023 | $121,144 | $106,872 | $116,376 | IRS |
| 990 | June 2022 | $83,167 | $110,084 | $101,837 | 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 94-0808242).
Questions about ROTARY INTERNATIONAL
- What is the EIN of ROTARY INTERNATIONAL?
- The employer identification number (EIN) of ROTARY INTERNATIONAL is 94-0808242.
- Is ROTARY INTERNATIONAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1942.
- Are donations to ROTARY INTERNATIONAL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROTARY INTERNATIONAL 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 INTERNATIONAL 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 INTERNATIONAL 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 INTERNATIONAL?
- The 990 for the year ended June 30, 2025 names Ron Coulter.
- Who are the officers and directors of ROTARY INTERNATIONAL?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ROTARY INTERNATIONAL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $159,381, expenses of $128,231 and total assets of $178,447 at year end.
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