Nonprofit · EIN 94-3172763
ST HELENA ROTARY CLUB FOUNDATION INC
Tax-exempt · SAINT HELENA, CA 94574
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $153,448 | $160,278 | -$6,830 | $88,324 | $100 | $88,224 |
| June 30, 2024 | 990-EZ | $116,285 | $117,804 | -$1,519 | $95,054 | – | $95,054 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $153,448
Expenses
- Grants and similar amounts paid
- $159,493
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $785
- Program services (functional)
- $159,493
Balance sheet and other
- Total assets, start of year
- $95,054
- Total assets, end of year
- $88,324
- Total liabilities, end of year
- $100
- Net assets, end of year
- $88,224
- Cash, savings and investments
- $88,324
- Gross receipts
- $153,448
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVE BROTEMARKLE | DIRECTOR | 1 | $0 |
| JOHN SALES | TREASURER/SE | 1 | $0 |
| CYNTHIA WARREN | PRESIDENT | 1 | $0 |
| JOHN MUHLNER | DIRECTOR | 1 | $0 |
| KATHI POLACHECK | DIRECTOR | 1 | $0 |
| NORM MITROFF | DIRECTOR | 1 | $0 |
| KATHLEEN PATTERSON | DIRECTOR | 1 | $0 |
| GENE ARMSTEAD | DIRECTOR | 1 | $0 |
| MICHAEL THOMAS | DIRECTOR | 1 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVE BROTEMARKLE | DIRECTOR | 1 | $0 |
| JOHN SALES | TREASURER/SE | 1 | $0 |
| CYNTHIA WARREN | PRESIDENT | 1 | $0 |
| JOHN MUHLNER | DIRECTOR | 1 | $0 |
| KATHI POLACHECK | DIRECTOR | 1 | $0 |
| NORM MITROFF | DIRECTOR | 1 | $0 |
| KATHLEEN PATTERSON | DIRECTOR | 1 | $0 |
| GENE ARMSTEAD | DIRECTOR | 1 | $0 |
| MICHAEL THOMAS | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 211, SAINT HELENA, CA 94574-0211
- In care of
- % DAVID H BROTEMARKLE
- Signed the 990-EZ
- JOHN SALES, TREASURER/SECRETARY
- Phone
- (707) 963-8262
- Return prepared by
- BLYTH WARNER & ASSOCIATES LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3172763 or by the name ST HELENA ROTARY CLUB FOUNDATION 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
COMMUNITY SERVICE
Program accomplishments
- THE FOUNDATION CONTRIBUTED TO LOCAL 501(C)(3) ORGANIZATIONS THAT SERVE THE NEEDS OF A VARIETY OF ST. HELENA RESIDENTS.Expenses $32,358 · grants $32,358
- TO BUILD WELLS IN ZIMBABWE AND PROVIDE FUNDS FOR MEDICAL TREATMENT OF CLUB FEET WORLDWIDE.Expenses $127,135 · grants $127,135
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 94-3172763
- 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
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T125)
- Assets (IRS master file)
- $88,324
- Income (IRS master file)
- $153,448
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $153,448 | $160,278 | $88,324 | XML |
| 990-EZ | June 2024 | $116,285 | $117,804 | $95,054 | IRS |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $240,912 | $130,030 | $273,953 | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | 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 94-3172763).
Questions about ST HELENA ROTARY CLUB FOUNDATION INC
- What is the EIN of ST HELENA ROTARY CLUB FOUNDATION INC?
- The employer identification number (EIN) of ST HELENA ROTARY CLUB FOUNDATION INC is 94-3172763.
- Is ST HELENA ROTARY CLUB FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to ST HELENA ROTARY CLUB FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST HELENA ROTARY CLUB FOUNDATION 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 ST HELENA ROTARY CLUB FOUNDATION 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 ST HELENA ROTARY CLUB FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of ST HELENA ROTARY CLUB FOUNDATION INC?
- The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does ST HELENA ROTARY CLUB FOUNDATION INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $153,448, expenses of $160,278 and total assets of $88,324 at year end.
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