Nonprofit · EIN 68-0005112
NAPA ROTARY ENDOWMENT
Tax-exempt · NAPA, CA 94558
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $35,742 | $16,218 | $19,524 | $302,265 | $0 | $302,265 |
| June 30, 2024 | 990 | $30,413 | $20,488 | $9,925 | $255,096 | $0 | $255,096 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $20,244
- Program service revenue
- $0
- Investment income
- $6,400
- Net income from fundraising events
- $9,098
- Other revenue
- $9,098
Expenses
- Grants and similar amounts paid
- $10,400
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $16,218
Balance sheet and other
- Total assets, start of year
- $255,096
- Total assets, end of year
- $302,265
- Total liabilities, end of year
- $0
- Net assets, end of year
- $302,265
- Gross receipts
- $47,552
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1983
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE PRESCOTT | PRESIDENT Officer | 1 | $0 |
| ALSTON HAYNES | VICE PRESIDENT Officer | 1 | $0 |
| JILL BARWICK | SECRETARY/TREASURER Officer | 1 | $0 |
| JOHN CARDINALE | SERGEANT AT ARMS Officer | 1 | $0 |
| JAMES LYON | IMMEDIATE PAST PRESIDENT Officer | 1 | $0 |
| GEORGE HAHALIS | DIRECTOR Trustee or director | 1 | $0 |
| CONSTANCE COUGHLAN | DIRECTOR Trustee or director | 1 | $0 |
| TOM NELSON | DIRECTOR Trustee or director | 1 | $0 |
| KRISTINE YOUNGBERG | DIRECTOR Trustee or director | 1 | $0 |
| ERNEST CABRAL | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTINE MATULICH | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE PRESCOTT | PRESIDENT Officer | 1 | $0 |
| ALSTON HAYNES | VICE PRESIDENT Officer | 1 | $0 |
| JILL BARWICK | SECRETARY/TREASURER Officer | 1 | $0 |
| JOHN CARDINALE | SERGEANT AT ARMS Officer | 1 | $0 |
| JAMES LYON | IMMEDIATE PAST PRESIDENT Officer | 1 | $0 |
| GEORGE HAHALIS | DIRECTOR Trustee or director | 1 | $0 |
| CONSTANCE COUGHLAN | DIRECTOR Trustee or director | 1 | $0 |
| TOM NELSON | DIRECTOR Trustee or director | 1 | $0 |
| KRISTINE YOUNGBERG | DIRECTOR Trustee or director | 1 | $0 |
| ERNEST CABRAL | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTINE MATULICH | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3069, NAPA, CA 94558-0306
- In care of
- % HOWARD ERICKSON
- Mailing address (990-N for 2021)
- P O Box 3069, Napa CA 94558
- Principal officer (990 for 2024)
- JILL BARWICK, 2005 DELPHA DR, NAPA, CA 94558
- Principal officer (990-N for 2021)
- Jill Barwick, P O Box 3069, Napa CA 94558
- Signed the 990
- JILL BARWICK, SECRETARY
- Phone
- (707) 258-1799
- Return prepared by
- CO-OP SERVICES A McGREAL CO
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0005112 or by the name NAPA ROTARY ENDOWMENT.
- 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 AWARD SCHOLARSHIPS TO STUDENTS PURSUING DEGREES IN HIGHER EDUCATION
Program accomplishments
- FUNDED SCHOLARSHIPS TO STUDENTS PURSUING DEGREES IN HIGHER EDUCATIONExpenses $16,218 · revenue $6,400
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 on file |
IRS record
- EIN
- 68-0005112
- 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
- 1984
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $302,265
- Income (IRS master file)
- $47,552
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $35,742 | $16,218 | $302,265 | XML |
| 990 | June 2024 | $30,413 | $20,488 | $255,096 | XML |
| 990 | June 2023 | $3,204 | $11,209 | $238,222 | IRS |
| 990-N for 2021 Officer: Jill Barwick | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 2022 | $4,441 | $15,782 | $238,085 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 68-0005112).
Questions about NAPA ROTARY ENDOWMENT
- What is the EIN of NAPA ROTARY ENDOWMENT?
- The employer identification number (EIN) of NAPA ROTARY ENDOWMENT is 68-0005112.
- Is NAPA ROTARY ENDOWMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to NAPA ROTARY ENDOWMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NAPA ROTARY ENDOWMENT file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of NAPA ROTARY ENDOWMENT 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 NAPA ROTARY ENDOWMENT 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 NAPA ROTARY ENDOWMENT?
- The 990 for the year ended June 30, 2025 names JILL BARWICK.
- Who are the officers and directors of NAPA ROTARY ENDOWMENT?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does NAPA ROTARY ENDOWMENT have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $35,742, expenses of $16,218 and total assets of $302,265 at year end.
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