Nonprofit · EIN 94-3016176
ROTARY DISTRICT 5170 FOUNDATION
Tax-exempt · LIVERMORE, CA 94551
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $320,741 | $318,809 | $1,932 | $502,073 | $0 | $502,073 |
| June 30, 2024 | 990 | $276,472 | $273,784 | $2,688 | $500,141 | $0 | $500,141 |
| June 30, 2023 | 990 | $484,667 | $325,951 | $158,716 | $497,453 | $0 | $497,453 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $293,676
- Program service revenue
- $0
- Investment income
- $27,065
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $316,607
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,007
- Program services (functional)
- $316,607
- Management and general (functional)
- $2,202
Balance sheet and other
- Total assets, start of year
- $500,141
- Total assets, end of year
- $502,073
- Total liabilities, end of year
- $0
- Net assets, end of year
- $502,073
- Net assets without donor restrictions
- $502,073
- Gross receipts
- $320,741
- Employees
- 0
- Volunteers
- 12
- Year formed
- 1988
- 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 |
|---|---|---|---|
| Herb Ritter | Vice President Trustee or director | 1 | $0 |
| Jim Bell | Director Trustee or director | 1 | $0 |
| Savita Vaidhyanathan | Director Trustee or director | 1 | $0 |
| Greg Giusiana | Director Trustee or director | 1 | $0 |
| Timothy Lundell | Director Trustee or director | 1 | $0 |
| Susan Valenta | Director Trustee or director | 1 | $0 |
| Hung Wei | Director Trustee or director | 1 | $0 |
| Geeta Kadambi | Director Trustee or director | 1 | $0 |
| David MacKenzie | Director Trustee or director | 1 | $0 |
| Kathy Coyle | Director Trustee or director | 1 | $0 |
| Mary Humphrey | Treasurer Officer | 2 | $0 |
| Orrin Mahoney | Chairman Officer | 2 | $0 |
| Jill Duerig | President Officer | 2 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Hung Wei | Director Trustee or director | 1 | $0 |
| Herb Ritter | Director Trustee or director | 1 | $0 |
| Jim Bell | Director Trustee or director | 1 | $0 |
| Kathy Coyle | Director Trustee or director | 1 | $0 |
| Richard Schoelerman | Director Trustee or director | 1 | $0 |
| Mary Humphrey | Treasurer Officer | 2 | $0 |
| Orrin Mahoney | Chairman Officer | 2 | $0 |
| Jill Duerig | Secretary Officer | 2 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Savita Vaidhyanathan | Director Trustee or director | 2 | $0 |
| Timothy Lundell | Director Trustee or director | 2 | $0 |
| Gregg Giusiana | Director Trustee or director | 2 | $0 |
| Richard Flanders | Director Trustee or director | 2 | $0 |
| Ramesh Hariharan | Director Trustee or director | 2 | $0 |
| Susan Valenta | Past President Trustee or director | 2 | $0 |
| Olivia Poe | Secretary Officer | 2 | $0 |
| Mary Humphrey | Treasurer Officer | 2 | $0 |
| Orrin Mahoney | President Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1166, LIVERMORE, CA 94551-1166
- Principal officer (990 for 2024)
- Mary Humphrey CPA
- Signed the 990
- Mary Humphrey CPA, Treasurer
- Phone
- (408) 847-4330
- Website
- www.rotary5170.org
- Return prepared by
- Vanni & Humphrey CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3016176 or by the name ROTARY DISTRICT 5170 FOUNDATION.
- 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
THE FOUNDATION ADMINISTERS FUNDS CONTRIBUTED BY ITS PARTICIPATING ROTARY CLUBS, INTERACT CLUBS, ROTARACT CLUBS AND ANY OTHER PERSONS OR GROUPS APPROVED BY THE BOARD OF DIRECTORS, AND DISTRIBUTES FOUNDATION FUNDS AND ASSETS TO SUPPORT ITS CHARITABLE AND PUBLIC PURPOSES.
Program accomplishments
- HELP CLUBS AND ASSOCIATED AFFILIATES RAISE, RECEIVE, ADMINISTER AND ALLOCATE FUNDS IN THE INTEREST OF POOR AND DISADVANTAGED PEOPLE EVERYWHERE IN THE WORLD, AND, IN PURSUIT OF THESE ACTIVITIES, TO ASSIST AND COOPERATE WITH OTHER ROTARY CLUBS AND/OR DISTRICTS.Expenses $316,607
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
- 94-3016176
- 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
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80Z)
- Assets (IRS master file)
- $502,073
- Income (IRS master file)
- $320,741
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $320,741 | $318,809 | $502,073 | IRS |
| 990 | June 2024 | $276,472 | $273,784 | $500,141 | XML |
| 990 | June 2023 | $484,667 | $325,951 | $497,453 | XML |
| 990 | June 2022 | $325,412 | $309,883 | $338,737 | 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 94-3016176).
Questions about ROTARY DISTRICT 5170 FOUNDATION
- What is the EIN of ROTARY DISTRICT 5170 FOUNDATION?
- The employer identification number (EIN) of ROTARY DISTRICT 5170 FOUNDATION is 94-3016176.
- Is ROTARY DISTRICT 5170 FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to ROTARY DISTRICT 5170 FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY DISTRICT 5170 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 ROTARY DISTRICT 5170 FOUNDATION 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 DISTRICT 5170 FOUNDATION 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 DISTRICT 5170 FOUNDATION?
- The 990 for the year ended June 30, 2025 names Mary Humphrey CPA.
- Who are the officers and directors of ROTARY DISTRICT 5170 FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does ROTARY DISTRICT 5170 FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $320,741, expenses of $318,809 and total assets of $502,073 at year end.
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- ASSOCIATION OF AFRICAN AMERICAN VINTNERS EIN 74-3217547 · last filed 990-EZ for 2025
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- LIVERMORE LIONS COMMUNITY SERVICE FOUNDATION EIN 20-5457898 · last filed 990-N for 2025
- PROFESSIONAL RODEO COMMITTEES OF NORTHERN CALIFORNIA EIN 94-2871731 · last filed 990-N for 2024
- BIG WEST ROTARACT FOUNDATION EIN 83-4552925 · last filed 990-N for 2025
All nonprofits in LIVERMORE · California · Community improvement and capacity building