Nonprofit · EIN 94-2970886
CONCORD ROTARY ENDOWMENT
Tax-exempt · CONCORD, CA 94524
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $63,502 | $78,401 | -$14,899 | $1,281,941 | $19,271 | $1,262,670 |
| June 30, 2024 | 990 | $74,989 | $76,133 | -$1,144 | $1,301,173 | $23,604 | $1,277,569 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,541
- Program service revenue
- $0
- Investment income
- $58,594
- Net gain from sales of assets
- -$6,306
- Net income from fundraising events
- $367
- Other revenue
- $367
Expenses
- Grants and similar amounts paid
- $66,633
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,368
- Program services (functional)
- $66,633
- Management and general (functional)
- $11,768
Balance sheet and other
- Total assets, start of year
- $1,301,173
- Total assets, end of year
- $1,281,941
- Total liabilities, end of year
- $19,271
- Net assets, end of year
- $1,262,670
- Publicly traded securities
- $1,149,592
- Net assets with donor restrictions
- $1,262,670
- Gross receipts
- $289,910
- Employees
- 0
- Volunteers
- 60
- Year formed
- 1985
- 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 |
|---|---|---|---|
| Guy Bjerke | Director Trustee or director | 1 | $0 |
| Gregory Grassi | Chief Financial Officer Trustee or director, Officer | 5 | $0 |
| Susan Grossman | Director Trustee or director | 1 | $0 |
| Jim Kohl | Club President Trustee or director, Officer | 1 | $0 |
| Dave Litty | Director Trustee or director | 1 | $0 |
| Kevin Matteri | President Trustee or director, Officer | 1 | $0 |
| Nickolas Peterson | Secretary Trustee or director, Officer | 1 | $0 |
| Nicole Sullivan | Director Trustee or director | 1 | $0 |
| Wanda Waltman | Director Trustee or director | 1 | $0 |
| Memory Woodard | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL F MEYERHOFER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| GREG GRASSI | TREASURER Trustee or director, Officer | 5 | $0 |
| KEVIN MATTERI | VICE PRESIDENT Trustee or director | 1 | $0 |
| LESLIE CHAPMAN | CO-SECRETARY Trustee or director, Officer | 1 | $0 |
| SUSAN GROSSMAN | DIRECTOR Trustee or director | 1 | $0 |
| JIM KOHL | DIRECTOR Trustee or director | 1 | $0 |
| GUY BJERKE | DIRECTOR Trustee or director | 1 | $0 |
| DAVID LITTY | DIRECTOR Trustee or director | 1 | $0 |
| WANDA WALTMAN | DIRECTOR Trustee or director | 1 | $0 |
| NICKOLAS PETERSON | CO-SECRETARY Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6512, CONCORD, CA 94524-1512
- Principal officer (990 for 2024)
- Greg Grassi, PO Box 6512, Concord, CA 945241512
- Signed the 990
- Greg Grassi, Treasurer
- Phone
- (925) 890-7803
- Return prepared by
- ADDSVAL CPAS & ADVISORY
Mission
Mission and ActivitiesThe organization is funded through various public donations and fundraisersthe earnings of such activities are distributed for charitable, scientific
Program accomplishments
- PROVIDED FUNDS TO LOCAL COMMUNITY CHARITABLE ORGANIZATIONSTO ASSIST WITH VARIOUS YOUTH, EDUCATION, ARTS AND COMMUNITY PROGRAMS, DICTIONARIES FOR NEEDY ELEMENTARY SCHOOLS, AND VARIOUS SCHOLARSHIPS FOR HIGH SCHOOL AND COLLEGE STUDENTS TO FURTHER EDUCATION.Expenses $35,533 · grants $35,533
- SUPPORTED LOCAL ROTACARE CLINIC WITH FUNDS TO PROVIDE HEALTH CARE AND SUPPLIES TO THOSE COMMUNITY MEMBERS IN NEED.Expenses $20,000 · grants $20,000
- SUPPORTED GAMBIA EDUCATION PROGRAM BY PROVIDING DESKS AND TEACHER HOUSING.Expenses $11,100 · grants $11,100
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
- 94-2970886
- 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
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80I)
- Assets (IRS master file)
- $1,281,941
- Income (IRS master file)
- $289,910
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | -$6,615 | $64,190 | $1,297,541 | IRS |
| 990 | June 2022 | $106,275 | $63,566 | $1,349,518 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about CONCORD ROTARY ENDOWMENT
- What is the EIN of CONCORD ROTARY ENDOWMENT?
- The employer identification number (EIN) of CONCORD ROTARY ENDOWMENT is 94-2970886.
- Is CONCORD ROTARY ENDOWMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to CONCORD ROTARY ENDOWMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CONCORD 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 CONCORD 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 CONCORD 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 CONCORD ROTARY ENDOWMENT?
- The 990 for the year ended June 30, 2025 names Greg Grassi.
- Who are the officers and directors of CONCORD ROTARY ENDOWMENT?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does CONCORD ROTARY ENDOWMENT have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $63,502, expenses of $78,401 and total assets of $1,281,941 at year end.
Other nonprofits in CONCORD
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- CHILD ABUSE PREVENTION COUNCIL OF CONTRA COSTA COUNTY INC EIN 68-0046163 · last filed 990 for 2025
- OPERATING ENGINEERS LOCAL UNION NO 3 BUILDING HOLDING ASSOCIATION EIN 94-3225362 · last filed 990 for 2024
- VISIT CONCORD EIN 46-3232786 · last filed 990 for 2025
- MEDICAL STAFF OF JOHN MUIR MED CENTER CONCORD CAMPUS EIN 27-1968534 · last filed 990 for 2024
- TODOS SANTOS BUSINESS ASSOCIATION ARTS FOUNDATION INC EIN 61-1720313 · last filed 990 for 2024
- CALIFORNIA APPRENTICESHIP COORDINATORS ASSOCIATION INC EIN 95-4219738 · last filed 990-EZ for 2024
- TODOS SANTOS BUSINESS ASSOCIATION EIN 51-0473740 · last filed 990 for 2025
All nonprofits in CONCORD · California · Community improvement and capacity building