Nonprofit · EIN 33-0457941
SAN MARCOS ROTARY CLUB FOUNDATION
Tax-exempt · SAN MARCOS, CA 92079
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $34,613 | $35,967 | -$1,354 | $46,131 | – | $46,131 |
| June 30, 2024 | 990-EZ | $53,850 | $52,335 | $1,515 | $47,485 | – | $47,485 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,650
- Membership dues
- $3,240
- Net income from fundraising events
- $25,643
- Other revenue
- $1,080
Expenses
- Grants and similar amounts paid
- $33,983
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $750
- Other expenses
- $1,234
- Program services (functional)
- $33,983
Balance sheet and other
- Total assets, start of year
- $47,485
- Total assets, end of year
- $46,131
- Total liabilities, end of year
- –
- Net assets, end of year
- $46,131
- Cash, savings and investments
- $46,131
- Gross receipts
- $51,477
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 |
|---|---|---|---|
| DEBORAH THOMPSON | CHAIR | 5 | $0 |
| STEPHANIE JUNGERSEN | SECRETARY | 5 | $0 |
| MARGARET CHANTUNG | TREASURER | 5 | $0 |
| ALAN GERACI | BOARD MEMBER | 5 | $0 |
| PHIL MAZZILLI | BOARD MEMBER | 5 | $0 |
| GEORGE BURROLA | BOARD MEMBER | 5 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH THOMPSON | CHAIR | 5 | $0 |
| LUENE CORWIN | SECRETARY | 5 | $0 |
| MARGARET MARTIN | TREASURER | 5 | $0 |
| ALAN GERACI | PAST PRESIDENT | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 146, SAN MARCOS, CA 92079-0146
- In care of
- % SAMUEL BECKETT
- Mailing address (990-N for 2010)
- PO Box 146, San Marcos CA 92079
- Principal officer (990-N for 2010)
- Samuel Beckett, PO Box 146, San Marcos CA 92079
- Signed the 990-EZ
- MARGARET L CHANTUNG, TREASURER
- Phone
- (858) 652-9419
- Website
- WWW.SANMARCOSROTARYCLUB.ORG
- Return prepared by
- MELANIE T TRIAS CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0457941 or by the name SAN MARCOS ROTARY CLUB 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
SEE SCHEDULE O
Program accomplishments
- YOUTH SERVICES SCHOLARSHIPS FOR HIGH SCHOOL AND COLLEGE STUDENTS, LITERACY PROJECT, ROTARY YOUTH LEADERSHIP AWARDS, L.E.A.D., INTERACT YOUTH SERVICE CLUB, ROTARACT, MUSIC AND SPEECH COMPETITIONExpenses $26,443
- COMMUNITY SERVICE CITY OF SAN MARCOS SUMMER CONCERT, 4TH OF JULY FIREWORKS, BOYS GIRLS CLUB, MEALS ON WHEELS, SAN MARCOS HIGH SCHOOL BOOSTER EVENT, MIDWAY FREEDOM PARKExpenses $5,540
- INTERNATIONAL PROJECTS AND POLIO PLUSExpenses $2,000
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
- 33-0457941
- 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
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $46,131
- Income (IRS master file)
- $51,477
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $34,613 | $35,967 | $46,131 | XML |
| 990-EZ | June 2024 | $53,850 | $52,335 | $47,485 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2010 Officer: Samuel Beckett | June 30, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
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 33-0457941).
Questions about SAN MARCOS ROTARY CLUB FOUNDATION
- What is the EIN of SAN MARCOS ROTARY CLUB FOUNDATION?
- The employer identification number (EIN) of SAN MARCOS ROTARY CLUB FOUNDATION is 33-0457941.
- Is SAN MARCOS ROTARY CLUB FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to SAN MARCOS ROTARY CLUB FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN MARCOS ROTARY CLUB 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 SAN MARCOS ROTARY CLUB 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 SAN MARCOS ROTARY CLUB FOUNDATION 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 SAN MARCOS ROTARY CLUB FOUNDATION?
- The 990-N for 2010 names Samuel Beckett.
- Who are the officers and directors of SAN MARCOS ROTARY CLUB FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SAN MARCOS ROTARY CLUB FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $34,613, expenses of $35,967 and total assets of $46,131 at year end.
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