Nonprofit · EIN 94-2978646
ROTARY HACIENDAS INC
Tax-exempt · SAN MATEO, CA 94401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $171,397 | $9,873 | $161,524 | $13,576,395 | $7,204,903 | $6,371,492 |
| June 30, 2024 | 990 | $126,975 | $8,797 | $118,178 | $13,510,198 | $7,502,033 | $6,008,165 |
| June 30, 2023 | 990 | $153,570 | $8,330 | $145,240 | $13,521,898 | $7,865,644 | $5,656,254 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $163,193
- Net rental income
- $8,204
- Net gain from sales of assets
- $44,581
- Other revenue
- $8,204
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $9,873
Balance sheet and other
- Total assets, start of year
- $13,510,198
- Total assets, end of year
- $13,576,395
- Total liabilities, end of year
- $7,204,903
- Net assets, end of year
- $6,371,492
- Land, buildings and equipment
- $8,193,683
- Gross receipts
- $2,177,630
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1984
- 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 |
|---|---|---|---|
| SHAWN DE LUNA | DIRECTOR Trustee or director | 0.5 | $0 |
| ANNE CAMPBELL | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| PHILLIP RAISER | DIRECTOR Trustee or director | 0.5 | $0 |
| ROD LINHARES | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| TOM DOOR | DIRECTOR Trustee or director | 0.5 | $0 |
| TODD FOSTER | DIRECTOR Trustee or director | 0.5 | $0 |
| PETER SORTWELL | DIRECTOR Trustee or director | 0.5 | $0 |
| JEFF LOWENSTEIN | TREASURER Trustee or director, Officer | 0.5 | $0 |
| CLARK FUNKHOUSER | DIRECTOR Trustee or director | 0.5 | $0 |
| TONY VILLANUEVA | DIRECTOR Trustee or director | 0.5 | $0 |
| GARY HUNT | DIRECTOR Trustee or director | 0.5 | $0 |
| LISA DIAZ-NASH | DIRECTOR Trustee or director | 0.5 | $0 |
| BRUCE BEAN | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHN BARRETT | DIRECTOR Trustee or director | 0.5 | $0 |
| DENNIS THOMAS | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHAWN DE LUNA | DIRECTOR Trustee or director | 0.5 | $0 |
| ANNE CAMPBELL | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| PHILLIP RAISER | DIRECTOR Trustee or director | 0.5 | $0 |
| ROD LINHARES | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| TOM DOOR | DIRECTOR Trustee or director | 0.5 | $0 |
| TODD FOSTER | DIRECTOR Trustee or director | 0.5 | $0 |
| PETER SARTWELL | DIRECTOR Trustee or director | 0.5 | $0 |
| JEFF LOWENSTEIN | TREASURER Trustee or director, Officer | 0.5 | $0 |
| CLARK FUNKHOUSER | DIRECTOR Trustee or director | 0.5 | $0 |
| TONY VILLANUEVA | DIRECTOR Trustee or director | 0.5 | $0 |
| GARY HUNT | DIRECTOR Trustee or director | 0.5 | $0 |
| LISA DIAZ-NASH | DIRECTOR Trustee or director | 0.5 | $0 |
| BRUCE BEAN | DIRECTOR Trustee or director | 0.5 | $0 |
| ANNE CAMPBELL | DIRECTOR Trustee or director | 0.5 | $0 |
| ROD LINHARES | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHN BARRETT | DIRECTOR Trustee or director | 0.5 | $0 |
| DENNIS THOMAS | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHAWN DE LUNA | DIRECTOR Trustee or director | 0.5 | $0 |
| ANNE CAMPBELL | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| PHILLIP RAISER | DIRECTOR Trustee or director | 0.5 | $0 |
| ROD LINHARES | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| TOM DOOR | DIRECTOR Trustee or director | 0.5 | $0 |
| TOM HUENING | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHN DERUSSY | DIRECTOR Trustee or director | 0.5 | $0 |
| DICK BENNETT | DIRECTOR Trustee or director | 0.5 | $0 |
| SUE WINKS | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| JEFF LOWENSTEIN | TREASURER Trustee or director, Officer | 0.5 | $0 |
| CLARK FUNKHOUSER | DIRECTOR Trustee or director | 0.5 | $0 |
| TONY VILLANUEVA | DIRECTOR Trustee or director | 0.5 | $0 |
| GARY HUNT | DIRECTOR Trustee or director | 0.5 | $0 |
| LISA DIAZ-NASH | DIRECTOR Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 95, SAN MATEO, CA 94401-0095
- Principal officer (990 for 2024)
- JEFF LOWENSTEIN, PO BOX 95, SAN MATEO, CA 94401
- Signed the 990
- JEFF LOWENSTEIN, TREASURER
- Phone
- (650) 328-7000
- Return prepared by
- SD MAYER & ASSOCIATES LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2978646 or by the name ROTARY HACIENDAS INC.
- 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
CORPORATION OWNS AND SUPERVISES THE MANAGEMENT OF 130 UNITS OF LOW INCOME SENIOR CITIZEN HOUSING DEVELOPMENTS IN SAN MATEO, CALIFORNIA.
Program accomplishments
- OWNS AND OPERATES 130 UNITS OF LOW INCOME SENIOR CITIZEN HOUSING DEVELOPMENTS IN SAN MATEO, CA. FUNDS ACCUMULATE IN ORDER TO RESERVE FOR FUTURE REPAIR AND MAINTENANCE EXPENSES.Expenses $1,927,484 · revenue $1,935,688
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
- 94-2978646
- 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
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22Z)
- Assets (IRS master file)
- $13,576,395
- Income (IRS master file)
- $2,177,630
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $171,397 | $9,873 | $13,576,395 | IRS |
| 990 | June 2024 | $126,975 | $8,797 | $13,510,198 | IRS |
| 990 | June 2023 | $153,570 | $8,330 | $13,521,898 | XML |
| 990 | June 2022 | -$77,050 | $9,384 | $13,411,122 | 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 94-2978646).
Questions about ROTARY HACIENDAS INC
- What is the EIN of ROTARY HACIENDAS INC?
- The employer identification number (EIN) of ROTARY HACIENDAS INC is 94-2978646.
- Is ROTARY HACIENDAS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to ROTARY HACIENDAS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY HACIENDAS 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 ROTARY HACIENDAS INC 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 HACIENDAS INC 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 HACIENDAS INC?
- The 990 for the year ended June 30, 2025 names JEFF LOWENSTEIN.
- Who are the officers and directors of ROTARY HACIENDAS INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does ROTARY HACIENDAS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $171,397, expenses of $9,873 and total assets of $13,576,395 at year end.
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