Nonprofit · EIN 94-6082704
ROTARY INTERNATIONAL
Also known as SAN MATEO ROTARY CLUB
Tax-exempt · SAN MATEO, CA 94401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $45,318 | $52,100 | -$6,782 | $16,010 | $120 | $15,890 |
| June 30, 2024 | 990-EZ | $49,573 | $73,782 | -$24,209 | $23,257 | $585 | $22,672 |
| June 30, 2023 | 990-EZ | $37,880 | $53,352 | -$15,472 | $48,256 | $1,375 | $46,881 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $49,744
- Investment income
- $50
- Net income from fundraising events
- -$4,476
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $13,106
- Printing, publications and postage
- $205
- Other expenses
- $38,789
- Program services (functional)
- $30,437
Balance sheet and other
- Total assets, start of year
- $23,257
- Total assets, end of year
- $16,010
- Total liabilities, end of year
- $120
- Net assets, end of year
- $15,890
- Cash, savings and investments
- $16,010
- Gross receipts
- $55,694
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 |
|---|---|---|---|
| JOAN ROSAS | PRESIDENT | 0.5 | $0 |
| JOHN BARRETT | PAST PRESIDENT | 0.5 | $0 |
| BILL WALTERS | TREASURER | 0.5 | $0 |
| MATT LAU | SECRETARY | 0.5 | $0 |
| ROSS MOILAN | DIRECTOR | 0.5 | $0 |
| SCOTT SMITH | DIRECTOR | 0.5 | $0 |
| DENNIS MURPHY | DIRECTOR | 0.5 | $0 |
| NICK ROGERS | DIRECTOR | 0.5 | $0 |
| ROBERT HOWIE | PRESIDENT-ELECT/SERG-AT-ARMS | 0.5 | $0 |
| DAVID ISSEL | SERGEANT-AT-ARMS | 0.5 | $0 |
| CHERYL ANGELES | DIRECTOR | 0.5 | $0 |
| PETER SORTWELL | DIRECTOR | 0.5 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DICK BENNETT | PAST-PRESIDENT | 0.5 | $0 |
| JOHN BARRETT | PRESIDENT | 0.5 | $0 |
| BILL WALTERS | TREASURER | 0.5 | $0 |
| MATT LAU | SECRETARY | 0.5 | $0 |
| ROSS MOILAN | DIRECTOR | 0.5 | $0 |
| MITCH POSTEL | DIRECTOR | 0.5 | $0 |
| DAVE BENNETT | DIRECTOR | 0.5 | $0 |
| ERIN SINCLAIR | DIRECTOR | 0.5 | $0 |
| LIAM FRIEL | SERGEANT-AT-ARMS | 0.5 | $0 |
| SUNNY ARORA | DIRECTOR | 0.5 | $0 |
| JOAN ROSAS | PRESIDENT-ELECT | 0.5 | $0 |
| TOM DOOR | SERGEANT-AT-ARMS | 0.5 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DICK BENNETT | PRESIDENT | 0.5 | $0 |
| JOHN BARRETT | PRESIDENT-ELECT | 0.5 | $0 |
| BILL WALTERS | TREASURER | 0.5 | $0 |
| MATT LAU | SECRETARY | 0.5 | $0 |
| CHRIS ECKERT | DIRECTOR | 0.5 | $0 |
| ROSS MOILAN | DIRECTOR | 0.5 | $0 |
| MITCH POSTEL | DIRECTOR | 0.5 | $0 |
| DAVE BENNETT | DIRECTOR | 0.5 | $0 |
| ERIN SINCLAIR | DIRECTOR | 0.5 | $0 |
| ROD LINHARES | DIRECTOR | 0.5 | $0 |
| SUNNY ARORA | DIRECTOR | 0.5 | $0 |
| JOAN ROSAS | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 95, SAN MATEO, CA 94401-0095
- In care of
- % BARBARA G BARNHART
- Mailing address (990-N for 2020)
- PO Box 95, San Mateo CA 94401
- Principal officer (990-N for 2020)
- Bill Walters, PO Box 95, San Mateo CA 94401
- Signed the 990-EZ
- BILL WALTERS, TREASURER
- Phone
- (650) 353-6647
- Website
- Www.sanmateorotary.com
- Return prepared by
- S D MAYER & ASSOCIATES LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6082704 or by the name ROTARY INTERNATIONAL.
- 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
OPERATIONAL AND FINANCIAL SUPPORT TO THE ROTARY ORGANIZATION.
Program accomplishments
- OPERATION OF THE 155-MEMBER ROTARY CLUB OF SAN MATEOExpenses $30,437
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
- 94-6082704
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1958
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0573: ROTARY INTERNATIONAL
- Assets (IRS master file)
- $16,010
- Income (IRS master file)
- $55,694
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $45,318 | $52,100 | $16,010 | XML |
| 990-EZ | June 2024 | $49,573 | $73,782 | $23,257 | IRS |
| 990-EZ | June 2023 | $37,880 | $53,352 | $48,256 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-N for 2020 Officer: Bill Walters | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 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 94-6082704).
Questions about ROTARY INTERNATIONAL
- What is the EIN of ROTARY INTERNATIONAL?
- The employer identification number (EIN) of ROTARY INTERNATIONAL is 94-6082704.
- Is ROTARY INTERNATIONAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1958.
- Are donations to ROTARY INTERNATIONAL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROTARY INTERNATIONAL 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 INTERNATIONAL 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 INTERNATIONAL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of ROTARY INTERNATIONAL?
- The 990-N for 2020 names Bill Walters.
- Who are the officers and directors of ROTARY INTERNATIONAL?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ROTARY INTERNATIONAL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $45,318, expenses of $52,100 and total assets of $16,010 at year end.
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