Nonprofit · EIN 94-2434641
OAKLAND ROTARY ENDOWMENT
Tax-exempt · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $502,905 | $395,547 | $107,358 | $5,610,391 | $519,039 | $5,091,352 |
| June 30, 2024 | 990 | $493,639 | $495,307 | -$1,668 | $5,156,145 | $515,274 | $4,640,871 |
| June 30, 2023 | 990 | $409,384 | $422,143 | -$12,759 | $4,589,526 | $318,121 | $4,271,405 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $227,303
- Program service revenue
- $0
- Investment income
- $226,425
- Net gain from sales of assets
- $101,328
- Net income from fundraising events
- $49,177
- Other revenue
- $49,177
Expenses
- Grants and similar amounts paid
- $221,869
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $10,000
- Program services (functional)
- $377,473
- Management and general (functional)
- $18,074
Balance sheet and other
- Total assets, start of year
- $5,156,145
- Total assets, end of year
- $5,610,391
- Total liabilities, end of year
- $519,039
- Net assets, end of year
- $5,091,352
- Publicly traded securities
- $5,279,760
- Net assets without donor restrictions
- $4,828,015
- Net assets with donor restrictions
- $263,337
- Gross receipts
- $544,988
- Employees
- 0
- Volunteers
- 921
- Year formed
- 1977
- 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 |
|---|---|---|---|
| CES BUTNER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JASON WIZELMAN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| KYMBERLY MILLER | SECRETARY Trustee or director, Officer | 1 | $0 |
| PAM CLAASSEN | TREASURER Trustee or director, Officer | 1 | $0 |
| SHANNON HCKLEY | TRUSTEE Trustee or director | 0.5 | $0 |
| TRISHA CONNERS | TRUSTEE Trustee or director | 0.5 | $0 |
| JULIE FOX | TRUSTEE Trustee or director | 0.5 | $0 |
| TOM LIMON | TRUSTEE Trustee or director | 0.5 | $0 |
| RUTH STOUPO | TRUSTEE Trustee or director | 0.5 | $0 |
| KERRY HAMILL | TRUSTEE Trustee or director | 0.5 | $0 |
| STEPHEN BLAIR | TRUSTEE Trustee or director | 0.5 | $0 |
| MERLIN EDWARDS | TRUSTEE Trustee or director | 0.5 | $0 |
| CJ HIRSCHFIELD | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CES BUTNER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JASON WIZELMAN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| KYMBERLY MILLER | SECRETARY Trustee or director, Officer | 1 | $0 |
| PAM CLAASSEN | TREASURER Trustee or director, Officer | 1 | $0 |
| MARY GEONG | TRUSTEE Trustee or director | 0.5 | $0 |
| KEVIN KELLY | TRUSTEE Trustee or director | 0.5 | $0 |
| TRISHA CONNERS | TRUSTEE Trustee or director | 0.5 | $0 |
| JULIE FOX | TRUSTEE Trustee or director | 0.5 | $0 |
| KEN VENSON | TRUSTEE Trustee or director | 0.5 | $0 |
| KEITH GIRON | TRUSTEE Trustee or director | 0.5 | $0 |
| KERRY HAMILL | TRUSTEE Trustee or director | 0.5 | $0 |
| STEPHEN BLAIR | TRUSTEE Trustee or director | 0.5 | $0 |
| MERLIN EDWARDS | TRUSTEE Trustee or director | 0.5 | $0 |
| CJ HIRSCHFIELD | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINE WATSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| MARY GEONG | TRUSTEE Trustee or director | 0.5 | $0 |
| DUDLEY THOMPSON | TRUSTEE Trustee or director | 0.5 | $0 |
| LINDA CHEW | TRUSTEE Trustee or director | 0.5 | $0 |
| CJ HIRSCHFIELD | TRUSTEE Trustee or director | 0.5 | $0 |
| PAM CLAASSEN | TREASURER Trustee or director, Officer | 1 | $0 |
| CES BUTNER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| LORNA PADIA MARKUS | TRUSTEE Trustee or director | 0.5 | $0 |
| KYM JOHNSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DANNY MAI | TRUSTEE Trustee or director | 0.5 | $0 |
| TOM LIMON | TRUSTEE Trustee or director | 0.5 | $0 |
| KEN BENSON | TRUSTEE Trustee or director | 0.5 | $0 |
| MERLIN EDWARDS | TRUSTEE Trustee or director | 0.5 | $0 |
| KEVIN KELLEY | TRUSTEE Trustee or director | 0.5 | $0 |
| KATHLEEN SIMS | TRUSTEE Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1736 FRANKLIN ST STE 200, OAKLAND, CA 94612-3435
- In care of
- % ROTARY CLUB OF OAKLAND
- Principal officer (990 for 2024)
- PAMELA CLAASSEN, 1736 FRANKLIN STREET 200, OAKLAND, CA 94612
- Signed the 990
- PAMELA CLAASSEN, TREASURER
- Phone
- (510) 451-2120
- Website
- WWW.OAKLAND-ROTARY.ORG
- Return prepared by
- TIMPSON GARCIA LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2434641 or by the name OAKLAND ROTARY ENDOWMENT.
- 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
DEVELOP AND PROMOTE BETTER QUALITY OF LIFE IN THE LOCAL AND INTERNATIONAL COMMUNITY AND HELP YOUNG MEN AND WOMEN IN OBTAINING ACADEMIC AND VOCATIONAL EDUCATION AND EMPLOYMENT.
Program accomplishments
- PROVIDE YOUNG MEN AND WOMEN WITH EDUCATIONAL MENTORING AND SCHOLARSHIPS FOR HIGHER POST SECONDARY EDUCATION.Expenses $91,000 · grants $91,000
- SUPPORT FOR LOCAL, DOMESTIC, AND INTERNATIONAL PROJECTS PROMOTING A BETTER QUALITY OF LIFE.Expenses $286,473 · grants $130,869
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
- 94-2434641
- 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
- 1977
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $5,610,391
- Income (IRS master file)
- $544,988
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $502,905 | $395,547 | $5,610,391 | IRS |
| 990 | June 2024 | $493,639 | $495,307 | $5,156,145 | IRS |
| 990 | June 2023 | $409,384 | $422,143 | $4,589,526 | XML |
| 990 | June 2022 | $728,215 | $293,340 | $4,290,793 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 94-2434641).
Questions about OAKLAND ROTARY ENDOWMENT
- What is the EIN of OAKLAND ROTARY ENDOWMENT?
- The employer identification number (EIN) of OAKLAND ROTARY ENDOWMENT is 94-2434641.
- Is OAKLAND ROTARY ENDOWMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to OAKLAND ROTARY ENDOWMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAKLAND ROTARY ENDOWMENT 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 OAKLAND ROTARY ENDOWMENT 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 OAKLAND ROTARY ENDOWMENT 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 OAKLAND ROTARY ENDOWMENT?
- The 990 for the year ended June 30, 2025 names PAMELA CLAASSEN.
- Who are the officers and directors of OAKLAND ROTARY ENDOWMENT?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does OAKLAND ROTARY ENDOWMENT have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $502,905, expenses of $395,547 and total assets of $5,610,391 at year end.
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