Nonprofit · EIN 33-0435321
PALOS VERDES PENINSULA ROTARY FOUNDATION INC
Tax-exempt · RLLNG HLS EST, CA 90274
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $60,034 | $77,504 | -$17,470 | $816,067 | $0 | $816,067 |
| June 30, 2025 | 990 | $349,318 | $225,033 | $124,285 | $709,375 | $0 | $709,375 |
| June 30, 2024 | 990 | $167,752 | $111,274 | $56,478 | $649,403 | $0 | $649,403 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $536
- Program service revenue
- $0
- Investment income
- $26,730
- Net gain from sales of assets
- $4,802
- Net income from fundraising events
- $32,768
- Other revenue
- $32,768
Expenses
- Grants and similar amounts paid
- $71,200
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,838
- Program services (functional)
- $71,200
- Management and general (functional)
- $6,304
Balance sheet and other
- Total assets, start of year
- $709,375
- Total assets, end of year
- $816,067
- Total liabilities, end of year
- $0
- Net assets, end of year
- $816,067
- Publicly traded securities
- $646,365
- Gross receipts
- $139,515
- Employees
- 0
- Volunteers
- 3
- Year formed
- 1990
- 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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Rowe | Treasurer Trustee or director, Officer | 5 | $0 |
| Jonathan Udewitz | President Trustee or director, Officer | 2 | $0 |
| Suzy Zimmerman | Secretary Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2025: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Donna Duperon | BOARD MEMBER Trustee or director | 1 | $0 |
| David Rowe | Treasurer Trustee or director, Officer | 5 | $0 |
| Lindsey Glass | BOARD MEMBER Trustee or director | 1 | $0 |
| Jonathan Udewitz | President Trustee or director, Officer | 2 | $0 |
| John Schuricht | BOARD MEMBER Trustee or director | 1 | $0 |
| Suzy Zimmerman | BOARD MEMBER Trustee or director | 1 | $0 |
| Carol Levi | BOARD MEMBER Trustee or director | 1 | $0 |
| Julia Parton | Secretary Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Donna Duperon | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN STILLO | Treasurer Trustee or director, Officer | 5 | $0 |
| Lindsey Glass | BOARD MEMBER Trustee or director | 1 | $0 |
| DERALD SIDLER | President Trustee or director, Officer | 2 | $0 |
| CHRISTINE BARNAKI | Secretary Trustee or director, Officer | 1 | $0 |
| Eileen Hupp | BOARD MEMBER Trustee or director | 1 | $0 |
| DUNCAN SUTTON | BOARD MEMBER Trustee or director | 1 | $0 |
| Julia Parton | BOARD MEMBER Trustee or director | 1 | $0 |
| Frank Vranesic | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 904 SILVER SPUR RD STE 270, RLLNG HLS EST, CA 90274-4266
- In care of
- % CHRISTOPHER R MALBURG
- Signed the 990
- David Rowe, Treasurer
- Phone
- (310) 542-0011
- Return prepared by
- Lieb Cody & Co CPAs Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0435321 or by the name PALOS VERDES PENINSULA 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
TO PROVIDE PHILANTHROPIC SUPPORT FOR COMMUNITY ORGANIZATIONS.
Program accomplishments
- CONTRIBUTIONS TO LOCAL YOUTH CLUBS AND COLLEGES FOR LITERACY PROGRAMS.CONTRIBUTIONS TO COLLEGE SCHOLARSHIP & EDUCATION PROJECTS.Expenses $71,200 · grants $71,200
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0435321
- 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
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $816,067
- Income (IRS master file)
- $139,515
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $60,034 | $77,504 | $816,067 | XML |
| 990-T | June 2026 | – | – | – | IRS |
| 990 | June 2025 | $349,318 | $225,033 | $709,375 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $167,752 | $111,274 | $649,403 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $43,749 | $54,453 | $640,513 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 33-0435321).
Questions about PALOS VERDES PENINSULA ROTARY FOUNDATION INC
- What is the EIN of PALOS VERDES PENINSULA ROTARY FOUNDATION INC?
- The employer identification number (EIN) of PALOS VERDES PENINSULA ROTARY FOUNDATION INC is 33-0435321.
- Is PALOS VERDES PENINSULA ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to PALOS VERDES PENINSULA ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PALOS VERDES PENINSULA 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 PALOS VERDES PENINSULA ROTARY FOUNDATION INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PALOS VERDES PENINSULA ROTARY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who are the officers and directors of PALOS VERDES PENINSULA ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does PALOS VERDES PENINSULA ROTARY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $60,034, expenses of $77,504 and total assets of $816,067 at year end.
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All nonprofits in RLLNG HLS EST · California · Philanthropy, voluntarism and grantmaking foundations