Nonprofit · EIN 94-3282223
CALISTOGA ROTARY FOUNDATION INC
Tax-exempt · CALISTOGA, CA 94515
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $75,561 | $55,851 | $19,710 | $235,285 | $3,752 | $231,533 |
| June 30, 2024 | 990-EZ | $44,977 | $70,307 | -$25,330 | $270,978 | $3,752 | $267,226 |
| June 30, 2023 | 990-EZ | $96,153 | $52,366 | $43,787 | $262,911 | $1,621 | $261,290 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,960
- Net income from fundraising events
- $73,601
Expenses
- Grants and similar amounts paid
- $25,625
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $30,226
- Program services (functional)
- $54,852
Balance sheet and other
- Total assets, start of year
- $215,575
- Total assets, end of year
- $235,285
- Total liabilities, end of year
- $3,752
- Net assets, end of year
- $231,533
- Cash, savings and investments
- $232,436
- Gross receipts
- $78,857
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 |
|---|---|---|---|
| ERIN SMITH-HAGBERG | PAST PRESIDENT | 2 | $0 |
| JEANETTE SQUIRE | President | 4 | $0 |
| JEFF MAXFIELD | VOCATIONAL | 1 | $0 |
| AUDRA PITTMAN | Treasurer | 2 | $0 |
| PEGGY BERLIN | Secretary | 2 | $0 |
| PHILIPPE THERENE | MEMBERSHIP | 1 | $0 |
| HAL TAYLOR | COMMUNITY | 1 | $0 |
| MARY HASTINGS | YOUTH SERVICE | 1 | $0 |
| KEVIN EISENBERG | FOUNDATION | 1 | $0 |
| BOBBI FRIOLI | PUBLIC RELATION | 1 | $0 |
| KATHY FLAMSON | PRESIDENT ELECT | 2 | $0 |
| CARLA TAYLOR | CLUB SERVICE | 1 | $0 |
990-EZ for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIN SMITH-HAGBERG | President | 4 | $0 |
| JEANETTE SQUIRE | PRESIDENT ELECT | 2 | $0 |
| RICHARD KAISER | PAST PRESIDENT | 2 | $0 |
| AUDRA PITTMAN | Treasurer | 2 | $0 |
| PEGGY BERLIN | Secretary | 2 | $0 |
| PHILIPPE THERENE | MEMBERSHIP | 2 | $0 |
| HAL TAYLOR | COMMUNITY | 1 | $0 |
| MARY HASTINGS | YOUTH SERVICE | 1 | $0 |
| KEVIN EISENBERG | FOUNDATION | 1 | $0 |
| BOBBI FRIOLI | PUBLIC RELATION | 0 | $0 |
990-EZ for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIPPE THERENE | MEMBER AT LARGE | 1 | $0 |
| KATHY FLAMSON | MEMBER AT LARGE | 1 | $0 |
| JEANETTE SQUIRE | VOCATIONAL SERVICE | 1 | $0 |
| MARY HASTINGS | YOUTH SERVICE | 1 | $0 |
| SCOTT COOPER | COMMUNITY/INTERNATIONAL SERVICE | 1 | $0 |
| GERRY TURGEON | PAST PRESIDENT AT LARGE | 1 | $0 |
| ERIN SMITH-HAGBERG | PRESIDENT-ELECT | 1 | $0 |
| JULIA GARDNER | TREASURER | 5 | $0 |
| JIM FLAMSON | SECRETARY | 5 | $0 |
| RICK KAISER | PRESIDENT | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 754, CALISTOGA, CA 94515-0754
- In care of
- % SIDNEY L BERLIN
- Signed the 990-EZ
- ERIN SMITH-HAGBERG, President
- Phone
- (707) 942-5137
- Website
- CALISTOGAROTARY.ORG
- Return prepared by
- Up Valley Tax Services Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3282223 or by the name CALISTOGA ROTARY 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
ADDRESS LOCAL AND INTERNATIONAL COMMUNITY NEEDS
Program accomplishments
- SCHOLARSHIPS AND COMMUNITY SERVICEExpenses $54,852
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
- 94-3282223
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $235,285
- Income (IRS master file)
- $78,857
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $75,561 | $55,851 | $235,285 | XML |
| 990-EZ | June 2024 | $44,977 | $70,307 | $270,978 | XML |
| 990-EZ | June 2023 | $96,153 | $52,366 | $262,911 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 94-3282223).
Questions about CALISTOGA ROTARY FOUNDATION INC
- What is the EIN of CALISTOGA ROTARY FOUNDATION INC?
- The employer identification number (EIN) of CALISTOGA ROTARY FOUNDATION INC is 94-3282223.
- Is CALISTOGA ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CALISTOGA ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALISTOGA ROTARY 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 CALISTOGA ROTARY 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 CALISTOGA ROTARY 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 CALISTOGA ROTARY FOUNDATION INC?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does CALISTOGA ROTARY FOUNDATION INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $75,561, expenses of $55,851 and total assets of $235,285 at year end.
Other nonprofits in CALISTOGA
- WILLIAM GEORGE CARR FOUNDATION EIN 20-2927907 · last filed 990-PF for 2025
- THE E RICHARD JONES FAMILY FOUNDATION EIN 94-3288860 · last filed 990-PF for 2024
- PETER MICHAEL FOUNDATION EIN 94-3238961 · last filed 990-EZ for 2025
- CALISTOGA COMMUNITY CHEST EIN 23-7130626 · last filed 990-EZ for 2025
- CALISTOGA FAIRGROUNDS FOUNDATION EIN 33-3471428 · last filed 990-N for 2024
- BRANNAN CENTER EIN 84-4849621 · last filed 990 for 2025
- CALISTOGA CHAMBER OF COMMERCE EIN 94-2159988 · last filed 990 for 2025
- LEF FOUNDATION EIN 68-0070194 · last filed 990-PF for 2025
All nonprofits in CALISTOGA · California · Philanthropy, voluntarism and grantmaking foundations