Nonprofit · EIN 33-0947173
ROTARY CLUB OF UPLAND FOUNDATION INC
Tax-exempt · UPLAND, CA 91786
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $64,181 | $46,807 | $17,374 | $91,808 | – | $91,808 |
| June 30, 2024 | 990-EZ | $53,228 | $34,788 | $18,440 | $74,434 | – | $74,434 |
| June 30, 2023 | 990-EZ | $42,888 | $36,789 | $6,099 | $55,994 | – | $55,994 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $17,650
- Membership dues
- $6,831
- Investment income
- $2,345
- Net income from fundraising events
- $37,355
Expenses
- Grants and similar amounts paid
- $44,317
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $2,490
- Program services (functional)
- $46,517
Balance sheet and other
- Total assets, start of year
- $74,434
- Total assets, end of year
- $91,808
- Total liabilities, end of year
- –
- Net assets, end of year
- $91,808
- Cash, savings and investments
- $91,768
- Gross receipts
- $83,999
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 |
|---|---|---|---|
| RYAN CABLE | President | 2 | $0 |
| SCOT THOMAS MOGA | PRESIDENT ELECT | 2 | $0 |
| JOE L HERNANDEZ | Past President | 2 | $0 |
| CARY MCCASLIN | Treasurer | 2 | $0 |
| LOUISE M O'MALLEY | Secretary | 2 | $0 |
| RANDAL P HANNAH | Director | 2 | $0 |
| NATHAN CLANNEY | BULLETIN EDITOR | 2 | $0 |
| ERIC HANSON | Director | 2 | $0 |
| DORI FERRANTO | Director | 2 | $0 |
| JAMES E LONG | Director | 2 | $0 |
| WILLIAM DEREK MAY | MEMBERSHIP | 2 | $0 |
| KELLY K MCMENOMY | FOUNDATION CHR | 2 | $0 |
| LISA WARSHAW SHEASBY | JUST READ CHAIR | 2 | $0 |
990-EZ for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE L HERNANDEZ | President | 2 | $0 |
| RYAN CABLE | PRESIDENT ELECT | 2 | $0 |
| SARA DELGADO | Secretary | 2 | $0 |
| CARY MCCASLIN | Treasurer | 2 | $0 |
| RANDAL P HANNAH | Director | 2 | $0 |
| ROY A BARRY | Director | 2 | $0 |
| NATHAN CLANNEY | SOCIAL MEDIA | 2 | $0 |
| ERIC HANSON | Director | 2 | $0 |
| JEFF LEBLANC | SGT AT ARMS | 2 | $0 |
| JAMES E LONG | Director | 2 | $0 |
| WILLIAM DEREK MAY | MEMBERSHIP | 2 | $0 |
| KELLY K MCMENOMY | FOUNDATION CHR | 2 | $0 |
| LISA WARSHAW SHEASBY | PAST PRESIDENT | 2 | $0 |
990-EZ for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA WARSHAW SHEASBY | President | 2 | $0 |
| RANDAL P HANNAH | Treasurer | 2 | $0 |
| JOE L HERNANDEZ | Secretary | 2 | $0 |
| ERIC HANSON | Director | 2 | $0 |
| AMY LORRAINE VALDIVIA | Director | 2 | $0 |
| KELLY K MCMENOMY | FOUNDATION CHR | 2 | $0 |
| TERRI LYNN DIMARCO | PAST PRESIDENT | 2 | $0 |
| MICHAEL R DONOVAN | Director | 2 | $0 |
| ROY A BARRY | Director | 2 | $0 |
| SARA DELGADO | CLUB RYLA CHAIR | 2 | $0 |
| JAMES E LONG | Director | 2 | $0 |
| CARY MCCASLIN | Director | 2 | $0 |
| WILLIAM DEREK MAY | MEMBERSHIP CHR | 2 | $0 |
| ROBERT WAYNE BEGLEY | CLUB TLC CHAIR | 2 | $0 |
| JEFF LEBLANC | SGT AT ARMS | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 876 N MOUNTAIN AVE STE 105, UPLAND, CA 91786-4166
- In care of
- % STEPHEN DUNN
- Mailing address (990-N for 2021)
- 876 N MOUNTAIN AVE STE 105, UPLAND CA 91786
- Principal officer (990-N for 2021)
- TERRI LYNN DIMARCO, 876 N MOUNTAIN AVE STE 105, UPLAND CA 91786
- Signed the 990-EZ
- RYAN CABLE, President
- Phone
- (909) 294-2350
- Website
- WWW.UPLANDROTARY.ORG
- Return prepared by
- MCMENOMY & ASSOCIATES CPAS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0947173 or by the name ROTARY CLUB OF UPLAND 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
THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO RAISE MONEY AND DISTRIBUTE THE PROCEEDS TO VARIOUS CHARITABLE ORGANIZATIONS OR PURPOSES.
Program accomplishments
- A SCREENING COMMITTEE OF THE FOUNDATION REVIEWS AND SELECTS VARIOUS ORGANIZATIONS TO WHICH IT MAKES CONTRIBUTIONS. THESE RECOMMENDATIONS ARE GIVEN TO THE BOARD OF DIRECTORS FOR APPROVAL THE BOARD HAS THE FINAL DETERMINATION AS TO THE QUALIFICATIONS OF THE CHARITABLE ORGANIZATIONS RECEIVING CONTRIBUTIONS.Expenses $46,517
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
- 33-0947173
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $91,808
- Income (IRS master file)
- $83,999
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $64,181 | $46,807 | $91,808 | IRS |
| 990-EZ | June 2024 | $53,228 | $34,788 | $74,434 | XML |
| 990-EZ | June 2023 | $42,888 | $36,789 | $55,994 | XML |
| 990-N for 2021 Officer: TERRI LYNN DIMARCO | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: SEAN BAILEY | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: RANDAL HANNAH | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: ROY BARRY | June 30, 2019 | ≤ $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 33-0947173).
Questions about ROTARY CLUB OF UPLAND FOUNDATION INC
- What is the EIN of ROTARY CLUB OF UPLAND FOUNDATION INC?
- The employer identification number (EIN) of ROTARY CLUB OF UPLAND FOUNDATION INC is 33-0947173.
- Is ROTARY CLUB OF UPLAND FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to ROTARY CLUB OF UPLAND FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF UPLAND 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 ROTARY CLUB OF UPLAND 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 ROTARY CLUB OF UPLAND 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 is the principal officer of ROTARY CLUB OF UPLAND FOUNDATION INC?
- The 990-N for 2021 names TERRI LYNN DIMARCO.
- Who are the officers and directors of ROTARY CLUB OF UPLAND FOUNDATION INC?
- The 990-EZ for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF UPLAND FOUNDATION INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $64,181, expenses of $46,807 and total assets of $91,808 at year end.
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