Nonprofit · EIN 45-4156012
FORTUNA ROTARY FOUNDATION A CALIFORNIA NONPROFIT PUBLIC BENEFI
Also known as FORTUNA ROTARY FOUNDATION
Tax-exempt · FORTUNA, CA 95540
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $62,302 | $66,646 | -$4,344 | $298,089 | $41,316 | $256,773 |
| December 31, 2023 | 990-EZ | $44,377 | $51,373 | -$6,996 | $245,668 | $862 | $244,806 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,154
- Investment income
- $8,235
- Net income from fundraising events
- $52,407
- Other revenue
- $506
Expenses
- Grants and similar amounts paid
- $56,552
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $870
- Other expenses
- $9,224
- Program services (functional)
- $5,746
Balance sheet and other
- Total assets, start of year
- $245,668
- Total assets, end of year
- $298,089
- Total liabilities, end of year
- $41,316
- Net assets, end of year
- $256,773
- Cash, savings and investments
- $298,089
- Gross receipts
- $79,621
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN FRENCH | Director | 1 | $0 |
| LEN WHITCHURCH | President | 1 | $0 |
| LISA HUMMEL | Secretary | 1 | $0 |
| DAVID MORRIS | Treasurer | 1 | $0 |
| MAUREEN LACKEY | Director | 1 | $0 |
| BRETT WHITCHURCH | Director | 1 | $0 |
| ROBERT JOHNSON | Director | 1 | $0 |
| ERIC ALLEN | Director | 1 | $0 |
| ALICIA BUCKNER | Director | 1 | $0 |
| LON WINBURN | Director | 1 | $0 |
| STEPHANIE HALLEY | Director | 1 | $0 |
| JEANNA MCCLENDON | Vice President | 0 | $0 |
| FRED FLORES | Director | 1 | $0 |
990-EZ for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN GONZALES | President | 1 | $0 |
| LEN WHITCHURCH | Vice President | 1 | $0 |
| LISA HUMMEL | Secretary | 1 | $0 |
| DAVID MORRIS | Treasurer | 1 | $0 |
| JOHANNA RODONI | Director | 1 | $0 |
| BRETT WHITCHURCH | Director | 1 | $0 |
| JUSTIN WALKER | Director | 1 | $0 |
| DAVID SOMERVILLE | Director | 1 | $0 |
| ALICIA BUCKNER | Director | 1 | $0 |
| LON WINBURN | Director | 1 | $0 |
| STEPHANIE HALLEY | Director | 1 | $0 |
| KRIS MOBLEY | Director | 1 | $0 |
| FRED FLORES | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1002, FORTUNA, CA 95540-1002
- In care of
- % DAVID A SOMERVILLE
- Mailing address (990-N for 2012)
- PO BOX 1002, FORTUNA CA 95540
- Principal officer (990-N for 2012)
- DAVID SOMERVILLE, 1338 MAIN STREET, FORTUNA CA 95540
- Signed the 990-EZ
- DAVID MORRIS, Treasurer
- Phone
- (707) 725-3323
- Return prepared by
- AndersonLucasSomerville & Borges
California records
California keeps its own records of charities and corporations. Search them by EIN 45-4156012 or by the name FORTUNA ROTARY FOUNDATION A CALIFORNIA NONPROFIT PUBLIC BENEFI.
- 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
ASSISTING AND SERVING COMMUNITY NEEDS
Program accomplishments
- PROVIDE SCHOLARSHIPS TO STUDENTS AS WELL AS DONATIONS AND GRANTS TO OTHER EXEMPT ORGANIZATION'S FOR THE BENEFIT OF THE COMMUNITY.Expenses $5,746 · grants $56,552
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 45-4156012
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P12)
- Assets (IRS master file)
- $298,089
- Income (IRS master file)
- $79,621
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $62,302 | $66,646 | $298,089 | XML |
| 990-EZ | December 2023 | $44,377 | $51,373 | $245,668 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | IRS |
| 990-N for 2012 Officer: DAVID SOMERVILLE | December 31, 2012 | ≤ $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 45-4156012).
Questions about FORTUNA ROTARY FOUNDATION A CALIFORNIA NONPROFIT PUBLIC BENEFI
- What is the EIN of FORTUNA ROTARY FOUNDATION A CALIFORNIA NONPROFIT PUBLIC BENEFI?
- The employer identification number (EIN) of FORTUNA ROTARY FOUNDATION A CALIFORNIA NONPROFIT PUBLIC BENEFI is 45-4156012.
- Is FORTUNA ROTARY FOUNDATION A CALIFORNIA NONPROFIT PUBLIC BENEFI tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to FORTUNA ROTARY FOUNDATION A CALIFORNIA NONPROFIT PUBLIC BENEFI tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FORTUNA ROTARY FOUNDATION A CALIFORNIA NONPROFIT PUBLIC BENEFI 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 FORTUNA ROTARY FOUNDATION A CALIFORNIA NONPROFIT PUBLIC BENEFI due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FORTUNA ROTARY FOUNDATION A CALIFORNIA NONPROFIT PUBLIC BENEFI last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of FORTUNA ROTARY FOUNDATION A CALIFORNIA NONPROFIT PUBLIC BENEFI?
- The 990-N for 2012 names DAVID SOMERVILLE.
- Who are the officers and directors of FORTUNA ROTARY FOUNDATION A CALIFORNIA NONPROFIT PUBLIC BENEFI?
- The 990-EZ for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does FORTUNA ROTARY FOUNDATION A CALIFORNIA NONPROFIT PUBLIC BENEFI have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $62,302, expenses of $66,646 and total assets of $298,089 at year end.
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