Nonprofit · EIN 95-3567698
ROTARY CLUB OF PALM DESERT FOUNDATION
Tax-exempt (reinstated) · PALM DESERT, CA 92255
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $123,543 | $90,646 | $32,897 | $790,348 | $0 | $790,348 |
| June 30, 2024 | 990-EZ | $26,943 | $43,458 | -$16,515 | $474,913 | – | $474,913 |
| June 30, 2023 | 990-EZ | $21,188 | $55,380 | -$34,192 | $491,428 | – | $491,428 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $70,128
- Program service revenue
- $0
- Investment income
- $53,415
- Net gain from sales of assets
- $22,598
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $44,100
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,869
- Program services (functional)
- $44,100
- Management and general (functional)
- $1,869
- Fundraising (functional)
- $44,677
Balance sheet and other
- Total assets, start of year
- $474,913
- Total assets, end of year
- $790,348
- Total liabilities, end of year
- $0
- Net assets, end of year
- $790,348
- Net assets without donor restrictions
- $790,348
- Gross receipts
- $212,268
- Employees
- 0
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 |
|---|---|---|---|
| JIM BROCK | DIRECTOR Trustee or director | 1 | $0 |
| PRISCILLA DEWING | DIRECTOR Trustee or director | 1 | $0 |
| LEROY JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| AMY LABODA | DIRECTOR Trustee or director | 1 | $0 |
| BRUCE NEWLIN | DIRECTOR Trustee or director | 1 | $0 |
| CAROL WINSTON | DIRECTOR Trustee or director | 1 | $0 |
| DON WYLIE | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER LORETTA | TREASURER Officer | 1 | $0 |
| RICARDO LORETTA | PRESIDENT Officer | 1 | $0 |
| MEEGAN VILLA | SECRETARY Officer | 1 | $0 |
990-EZ for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICARDO LORETTA | PRESIDENT | 1 | $0 |
| JENNIFER LORETTA | TREASURER | 1 | $0 |
| LEROY JOHNSON | DIRECTOR | 1 | $0 |
| CAROL WINSTON | DIRECTOR | 1 | $0 |
| PRISCILLA DEWING | DIRECTOR | 1 | $0 |
| AMY LABODA | DIRECTOR | 1 | $0 |
| BRUCE NEWLIN | DIRECTOR | 1 | $0 |
| DON WYLIE | DIRECTOR | 1 | $0 |
| JIM BROCK | DIRECTOR | 1 | $0 |
| MEEGAN VILLA | SECRETARY | 1 | $0 |
990-EZ for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICARDO LORETTA | President | 0 | $0 |
| MEEGAN VILLA | Treasurer | 2 | $0 |
| LEROY JOHNSON | Director | 2 | $0 |
| CAROL WINSTON | Director | 10 | $0 |
| PRISCILLA DEWING | Director | 2 | $0 |
| AMY LABODA | Director | 2 | $0 |
| BRUCE NEWLIN | Director | 2 | $0 |
| DON WYLIE | Director | 2 | $0 |
| JIM BROCK | Director | 2 | $0 |
| JENNIFER LORETTA | Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 10101, PALM DESERT, CA 92255-0101
- Principal officer (990 for 2024)
- JENNIFER LORETTA
- Signed the 990
- JENNIFER LORETTA, TREASURER
- Phone
- (760) 345-1429
- Return prepared by
- CGC ACCOUNTANTS AND ADVISORS
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3567698 or by the name ROTARY CLUB OF PALM DESERT 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
THE PURPOSE OF THE ROTARY FOUNDATION IS TO SUPPORT THE FUNDING OF SCHOLARSHIPS TO HIGH SCHOOL STUDENTS TO FURTHER THEIR EDUCATION IN COLLEGE.
Program accomplishments
- THE PURPOSE OF THE FOUNDATION IS TO GRANT SCHOLARSHIPS TO VALLEY RESIDENT HIGH SCHOOL STUDENTS TO PURSUE COLLEGE EDUCATIONExpenses $44,100 · grants $44,100
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-EZ on file |
IRS record
- EIN
- 95-3567698
- 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
- 2012
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $790,348
- Income (IRS master file)
- $212,268
Revocation and reinstatement
- Exemption revoked
- November 15, 2010
- Posted by the IRS
- July 13, 2011
- Reinstated
- Effective August 15, 2011
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $123,543 | $90,646 | $790,348 | XML |
| 990-EZ | June 2024 | $26,943 | $43,458 | $474,913 | IRS |
| 990-EZ | June 2023 | $21,188 | $55,380 | $491,428 | XML |
| 990 | June 2022 | $76,042 | $87,806 | $525,620 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 95-3567698).
Questions about ROTARY CLUB OF PALM DESERT FOUNDATION
- What is the EIN of ROTARY CLUB OF PALM DESERT FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF PALM DESERT FOUNDATION is 95-3567698.
- Is ROTARY CLUB OF PALM DESERT FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2010 and reinstated it effective August 15, 2011.
- Are donations to ROTARY CLUB OF PALM DESERT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF PALM DESERT 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 PALM DESERT 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 PALM DESERT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROTARY CLUB OF PALM DESERT FOUNDATION?
- The 990 for the year ended June 30, 2025 names JENNIFER LORETTA.
- Who are the officers and directors of ROTARY CLUB OF PALM DESERT FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF PALM DESERT FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $123,543, expenses of $90,646 and total assets of $790,348 at year end.
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