Nonprofit · EIN 94-3168507
NOVATO ROTARY ENDOWMENT
Tax-exempt · NOVATO, CA 94948
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $351,548 | $201,179 | $150,369 | $3,800,216 | $0 | $3,800,216 |
| June 30, 2025 | 990 | $309,246 | $142,297 | $166,949 | $3,393,194 | $0 | $3,393,194 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $134,381
- Program service revenue
- $114,058
- Investment income
- $103,109
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $85,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $9,300
- Program services (functional)
- $191,999
- Management and general (functional)
- $9,180
Balance sheet and other
- Total assets, start of year
- $3,393,194
- Total assets, end of year
- $3,800,216
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,800,216
- Publicly traded securities
- $2,249,217
- Net assets without donor restrictions
- $1,847,336
- Net assets with donor restrictions
- $1,952,880
- Gross receipts
- $351,548
- Employees
- 0
- Year formed
- 1992
- 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 |
|---|---|---|---|
| DELYN KIES | SECRETARY Trustee or director, Officer | – | $0 |
| ALLEN SHIRLEY | TREASURER Trustee or director, Officer | – | $0 |
| BRAD WILLIAMS | PRESIDENT Trustee or director, Officer | – | $0 |
990 for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DELYN KIES | SECRETARY Trustee or director, Officer | – | $0 |
| ALLEN SHIRLEY | TREASURER Trustee or director, Officer | – | $0 |
| BRAD WILLIAMS | PRESIDENT Trustee or director, Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 657, NOVATO, CA 94948-0657
- In care of
- % STEVEN GHIRARDO
- Principal officer (990 for 2025)
- BRAD WILLIAMS, PO BOX 657, NOVATO, CA 949480657
- Signed the 990
- BRAD WILLIAMS, PRESIDENT
- Phone
- (707) 753-1885
- Return prepared by
- JANNISSE & HULL CPAS
Mission
THE NOVATO ROTARY ENDOWMENT'S PURPOSE IS TO RECEIVE AND INVEST CONTRIBUTIONS OF MONEY OR PROPERTY AND APPLY THE INCOME TO CHARITABLE, OR EDUCATIONAL PROJECTS AND PROGRAMS THAT HAVE BEEN APPROVED BY THE NOVATO ROTARY CLUB BOARD OF DIRECTORS.
Program accomplishments
- ROTARY CLUB OF NOVATO SCHOLARSHIPS ARE DISTRIBUTED TO STUDENTS GRADUATING FROM LOCAL HIGH SCHOOLSExpenses $90,430 · grants $85,000 · revenue $114,058
- PROJECTS BENEFITTING LOCAL AND INTERNATIONAL PEOPLE.Expenses $101,569
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
- 94-3168507
- 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
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80Z)
- Assets (IRS master file)
- $3,800,216
- Income (IRS master file)
- $351,548
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | – | – | – | IRS |
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $256,767 | $178,812 | $8,108,755 | IRS |
| 990 | June 2023 | $201,785 | $156,170 | $7,851,861 | IRS |
| 990 | June 2022 | $241,797 | $139,880 | $7,713,310 | 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 NOVATO ROTARY ENDOWMENT
- What is the EIN of NOVATO ROTARY ENDOWMENT?
- The employer identification number (EIN) of NOVATO ROTARY ENDOWMENT is 94-3168507.
- Is NOVATO ROTARY ENDOWMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to NOVATO ROTARY ENDOWMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NOVATO 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 NOVATO ROTARY ENDOWMENT 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 NOVATO ROTARY ENDOWMENT 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 NOVATO ROTARY ENDOWMENT?
- The 990 for the year ended June 30, 2026 names BRAD WILLIAMS.
- Who are the officers and directors of NOVATO ROTARY ENDOWMENT?
- The 990 for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does NOVATO ROTARY ENDOWMENT have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $351,548, expenses of $201,179 and total assets of $3,800,216 at year end.
Other nonprofits in NOVATO
- COMPUTER AND TECHNOLOGY RESOURCE CENTER EIN 68-0395504 · last filed 990 for 2025
- CALIFORNIA NORTH REFEREE ADMINISTRATION EIN 45-4979971 · last filed 990 for 2024
- LYNX FOUNDATION EIN 26-2817594 · last filed 990 for 2025
- NOVATO DOWNTOWN OLD TOWN BUSINESS ASSOCIATION EIN 68-0435487 · last filed 990 for 2025
- FRIENDS OF PACHECO VALLE EIN 87-1021401 · last filed 990-EZ for 2025
- DRY CREEK OFFICE-WAREHOUSE COMMERCIAL CONDOMIMIUM ASSOCIATION EIN 82-2891422 · last filed 990-N for 2025
- GAME OF FINANCE EIN 87-3025944 · last filed 990-N for 2024
- INTERNATIONAL FOOTPRINT ASSOCIATION - NORTHBAY CHAPTER 15 EIN 92-0336757 · last filed 990-N for 2025
All nonprofits in NOVATO · California · Community improvement and capacity building