Nonprofit · EIN 94-3212239
ROTARY CLUB OF PLEASANTON FOUNDATION
Tax-exempt · PLEASANTON, CA 94566
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $287,764 | $300,742 | -$12,978 | $1,191,456 | $43,349 | $1,148,107 |
| June 30, 2024 | 990 | $240,143 | $179,370 | $60,773 | $1,150,892 | $32,574 | $1,118,318 |
| June 30, 2023 | 990 | $212,494 | $146,089 | $66,405 | $989,622 | $27,249 | $962,373 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $221,643
- Program service revenue
- $0
- Investment income
- $64,448
- Net gain from sales of assets
- $48,618
- Net income from fundraising events
- $1,673
- Other revenue
- $1,673
Expenses
- Grants and similar amounts paid
- $284,461
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $284,461
- Management and general (functional)
- $16,281
Balance sheet and other
- Total assets, start of year
- $1,150,892
- Total assets, end of year
- $1,191,456
- Total liabilities, end of year
- $43,349
- Net assets, end of year
- $1,148,107
- Publicly traded securities
- $864,785
- Gross receipts
- $411,185
- Employees
- 0
- Year formed
- 1994
- 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 |
|---|---|---|---|
| KATHLEEN ALAMEDA | Secretary Trustee or director, Officer | 4 | $0 |
| JULIO LEUNG | Trustee Trustee or director | 1 | $0 |
| BILL EVANS | President Trustee or director, Officer | 4 | $0 |
| DICK STAFFORD | Trustee Trustee or director | 1 | $0 |
| CLARK PAYAN | Trustee Trustee or director | 1 | $0 |
| PETE MACDONALD | Trustee Trustee or director | 1 | $0 |
| TOM FOX | Trustee Trustee or director | 1 | $0 |
| STEVE VAN DORN | PAST PRES Trustee or director | 1 | $0 |
| JON FEY | Treasurer Trustee or director, Officer | 4 | $0 |
| HEIDI MURPHY | Trustee Trustee or director | 1 | $0 |
| DAVE CLAUSEN | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILL EVANS | PRESIDENT Trustee or director, Officer | 4 | $0 |
| KATHLEEN ALAMEDA | SECRETARY Trustee or director, Officer | 4 | $0 |
| JON FEY | TREASURER Trustee or director, Officer | 4 | $0 |
| TOM FOX | TRUSTEE Trustee or director | 0.5 | $0 |
| CLARK PAYAN | TRUSTEE Trustee or director | 0.5 | $0 |
| PETER MACDONALD | TRUSTEE Trustee or director | 0.5 | $0 |
| DICK STAFFORD | TRUSTEE Trustee or director | 0.5 | $0 |
| STEVE VAN DORN | TRUSTEE Trustee or director | 0.5 | $0 |
| HEIDI MURPHY | TRUSTEE Trustee or director | 0.5 | $0 |
| JED DOOLEY | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILL EVANS | PRESIDENT Trustee or director, Officer | 5 | $0 |
| CLARK PAYAN | TREASURER Trustee or director, Officer | 5 | $0 |
| KATHLEEN ALAMEDA | SECRETARY Trustee or director, Officer | 5 | $0 |
| TOM FOX | TRUSTEE Trustee or director | 2 | $0 |
| NANCY HARRINGTON | TRUSTEE Trustee or director | 2 | $0 |
| JULIO LEUNG | TRUSTEE Trustee or director | 2 | $0 |
| PETER MACDONALD | TRUSTEE Trustee or director | 2 | $0 |
| DICK STAFFORD | TRUSTEE Trustee or director | 2 | $0 |
| GARY SCHWAEGERLE | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 352, PLEASANTON, CA 94566-0035
- Signed the 990
- JON FEY, Treasurer
- Phone
- (925) 226-8393
- Website
- www.pleasantonrotary.org
- Return prepared by
- Janet S Yarbrough CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3212239 or by the name ROTARY CLUB OF PLEASANTON 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
TO SUPPORT LOCAL STUDENTS THROUGH GRANTS AND SCHOLARSHIPS. TO RECEIVE CONTRIBUTIONS FROM CHARITABLE AND CULTURAL FUNDRAISING CAMPAIGNS OF THE ROTARY CLUB OF PLEASANTON AND TO RECEIVE INDIVIDUAL CONTRIBUTIONS.
Program accomplishments
- CONTRIBUTE TO VARIOUS COMMUNITY AND INTERNATIONAL SERVICE PROJECTSExpenses $203,061 · grants $203,061
- SCHOLARSHIPS AND AWARDS GIVEN TO LOCAL STUDENTSExpenses $81,400 · grants $81,400
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
- 94-3212239
- 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
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,191,456
- Income (IRS master file)
- $411,185
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $287,764 | $300,742 | $1,191,456 | XML |
| 990 | June 2024 | $240,143 | $179,370 | $1,150,892 | IRS |
| 990 | June 2023 | $212,494 | $146,089 | $989,622 | XML |
| 990 | June 2022 | $298,469 | $193,445 | $854,820 | 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 94-3212239).
Questions about ROTARY CLUB OF PLEASANTON FOUNDATION
- What is the EIN of ROTARY CLUB OF PLEASANTON FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF PLEASANTON FOUNDATION is 94-3212239.
- Is ROTARY CLUB OF PLEASANTON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to ROTARY CLUB OF PLEASANTON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF PLEASANTON 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 CLUB OF PLEASANTON 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 CLUB OF PLEASANTON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of ROTARY CLUB OF PLEASANTON FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF PLEASANTON FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $287,764, expenses of $300,742 and total assets of $1,191,456 at year end.
Other nonprofits in PLEASANTON
- LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA EIN 94-1235152 · last filed 990 for 2025
- LABOR ALLIANCE MANAGED TRUST FUND EIN 94-3217575 · last filed 990 for 2025
- LABORERS VACATION TRUST FUND FOR NORTHERN CALIFORNIA EIN 94-6092198 · last filed 990 for 2025
- TEAMSTERS LOCAL 631 SECURITY FUND EIN 88-0231734 · last filed 990 for 2025
- TEAMSTERS MANAGED HEALTH CARE TRUST EIN 94-3138272 · last filed 990 for 2024
- ARIZONA PIPE TRADES HEALTH AND WELFARE TRUST FUND EIN 86-0104344 · last filed 990 for 2025
- THE ALBERTSONS COMPANIES FOUNDATION EIN 91-2144510 · last filed 990 for 2025
- 1ST UNITED CREDIT UNION EIN 94-0335800 · last filed 990 for 2024