Nonprofit · EIN 94-3023557
SAN RAMON VALLEY ROTARY FOUNDATION
Tax-exempt · DANVILLE, CA 94526
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $152,036 | $152,725 | -$689 | $989,574 | $64,000 | $925,574 |
| June 30, 2025 | 990 | $94,232 | $115,463 | -$21,231 | $902,457 | $56,773 | $845,684 |
| June 30, 2024 | 990 | $75,959 | $67,042 | $8,917 | $738,070 | $32,050 | $706,020 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $125,484
- Program service revenue
- $0
- Investment income
- $26,552
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $152,519
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $152,519
- Management and general (functional)
- $206
Balance sheet and other
- Total assets, start of year
- $902,457
- Total assets, end of year
- $989,574
- Total liabilities, end of year
- $64,000
- Net assets, end of year
- $925,574
- Gross receipts
- $152,036
- Employees
- 0
- Volunteers
- 32
- Year formed
- 1986
- 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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN MCNAMARA | President Trustee or director, Officer | 0 | $0 |
| DANIEL KODAM | Director Trustee or director | 0 | $0 |
| HERMANN WELM | Treasurer Trustee or director, Officer | 0 | $0 |
| JULIE MCKINNEY | Director Trustee or director | 0 | $0 |
| KATHY GAILEY | Director Trustee or director | 0 | $0 |
| ERIK YEWELL | Director Trustee or director | 0 | $0 |
| LESLIE VILHAUER | Secretary Trustee or director | 0 | $0 |
990 for the year ended June 30, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN MCNAMARA | President Trustee or director, Officer | 0 | $0 |
| DANIEL KODAM | Director Trustee or director | 0 | $0 |
| HERMANN WELM | Treasurer Trustee or director, Officer | 0 | $0 |
| JULIE MCKINNEY | Director Trustee or director | 0 | $0 |
| KATHY GAILEY | Director Trustee or director | 0 | $0 |
| ERIK YEWELL | Director Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN MCNAMARA | President Trustee or director, Officer | 5 | $0 |
| COLETTE LAY | Secretary Trustee or director, Officer | 5 | $0 |
| HERMANN WELM | Treasurer Trustee or director, Officer | 5 | $0 |
| JULIE MCKINNEY | Director Trustee or director | 3 | $0 |
| CHRIS GAYLER | Director Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 696 SAN RAMON VALLEY BLVD 332, DANVILLE, CA 94526-4022
- Principal officer (990 for 2025)
- KAREN MCNAMARA, 696 SAN RAMON VALLEY BLVD 332, DANVILLE, CA 94526
- Signed the 990
- HERMANN WELM, Treasurer
- Phone
- (925) 383-1049
- Website
- www.sanramonrotary.org
- Return prepared by
- Judith Denning CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3023557 or by the name SAN RAMON VALLEY ROTARY 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 ADVANCEMENT OF INTERNATIONAL UNDERSTANDING AND GOOD WILL THROUGH CHARITABLE ACTIVITIES OF A FELLOWSHIP OF BUSINESS AND PROFESSIONAL MEN AND WOMEN
Program accomplishments
- SCHOLARSHIPS AWARDED TO GRADUATING SENIORS FROM THE SAN RAMON VALLEY SCHOOLS,TRADE SCHOOLS STUDENTS,INTERNATIONAL EDUCATIONAL SCHOLARSHIPS, COMMUNITY EDUCATIONAL SERVICESExpenses $84,453
- GRANTS OF $6,500 OR LESS TO ORGANIZATIONS FOR HUMANITARIAN, EDUCATIONAL AND CHARITABLE PURPOSES, DISASTER RELIEFExpenses $48,066
- COMMUNITY INFRASTRUCTURE GRANT - TRI VALLEY HAVENExpenses $20,000
- SAN RAMON VALLEY EDUCATION FOUNDATION--CONTRIBUTION OF NET PROCEEDS FROM SILENT AUCTION FOR EDUCATION TO FUND SELECTED PROJECTS FOR THE BENEFIT OF THE SAN RAMON VALLEY UNIFIED SCHOOL DISTRICTgrants $34,701
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3023557
- 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
- 1987
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $989,574
- Income (IRS master file)
- $152,036
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $152,036 | $152,725 | $989,574 | XML |
| 990 | June 2025 | $94,232 | $115,463 | $902,457 | XML |
| 990 | June 2024 | $75,959 | $67,042 | $738,070 | XML |
| 990 | June 2023 | $73,896 | $67,516 | $690,906 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 94-3023557).
Questions about SAN RAMON VALLEY ROTARY FOUNDATION
- What is the EIN of SAN RAMON VALLEY ROTARY FOUNDATION?
- The employer identification number (EIN) of SAN RAMON VALLEY ROTARY FOUNDATION is 94-3023557.
- Is SAN RAMON VALLEY ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to SAN RAMON VALLEY ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN RAMON VALLEY ROTARY 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 SAN RAMON VALLEY ROTARY FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN RAMON VALLEY ROTARY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of SAN RAMON VALLEY ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2026 names KAREN MCNAMARA.
- Who are the officers and directors of SAN RAMON VALLEY ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2026 lists 7 people; 0 received compensation from the organization.
- How much revenue does SAN RAMON VALLEY ROTARY FOUNDATION have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $152,036, expenses of $152,725 and total assets of $989,574 at year end.
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