Nonprofit · EIN 77-0299081
ROTARY CLUB OF OJAI EDUCATIONAL FOUNDATION INC
Also known as OJAI EDUCATIONAL FOUND ROTARY CLUB
Tax-exempt · OJAI, CA 93024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $524,446 | $297,454 | $226,992 | $6,802,287 | $0 | $6,802,287 |
| December 31, 2024 | 990 | $483,829 | $254,069 | $229,760 | $5,933,880 | $0 | $5,933,880 |
| December 31, 2023 | 990 | $460,586 | $289,476 | $171,110 | $5,527,578 | $0 | $5,527,578 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $9,808
- Program service revenue
- $0
- Investment income
- $454,760
- Net gain from sales of assets
- $267,682
- Net income from fundraising events
- $59,878
- Other revenue
- $59,878
Expenses
- Grants and similar amounts paid
- $239,392
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,245
- Occupancy
- $792
- Program services (functional)
- $292,903
- Management and general (functional)
- $4,551
Balance sheet and other
- Total assets, start of year
- $5,933,880
- Total assets, end of year
- $6,802,287
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,802,287
- Net assets without donor restrictions
- $3,724,168
- Net assets with donor restrictions
- $3,078,119
- Gross receipts
- $3,219,575
- Employees
- 0
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Betsy Watson | Director Trustee or director | 2 | $0 |
| Bret Bradigan | Director Trustee or director | 2 | $0 |
| Haady Lashkari | Vice Chair Trustee or director, Officer | 3 | $0 |
| John Jacobs | Director Trustee or director | 2 | $0 |
| Christine Fenn | Secretary Trustee or director, Officer | 3 | $0 |
| Barry Verga | Director Trustee or director | 2 | $0 |
| Jeff Loebl | Chairperson Trustee or director, Officer | 3 | $0 |
| Terry Beckett | Treasurer Trustee or director, Officer | 5 | $0 |
| Christine Golden | Director Trustee or director | 2 | $0 |
| Sue Gilbreth | Director Trustee or director | 2 | $0 |
| Clinton Haugan | Director Trustee or director | 2 | $0 |
| Leah Hecker | Director Trustee or director | 2 | $0 |
| Kelley Rasmussen | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Watson | Director Trustee or director | 2 | $0 |
| Bret Bradigan | Director Trustee or director | 2 | $0 |
| Haady Lashkari | Vice Chair Trustee or director, Officer | 3 | $0 |
| John Jacobs | Director Trustee or director | 2 | $0 |
| Christine Fenn | Secretary Trustee or director, Officer | 3 | $0 |
| Barry Verga | Director Trustee or director | 2 | $0 |
| Jeff Loebl | Chairperson Trustee or director, Officer | 3 | $0 |
| Terry Beckett | Treasurer Trustee or director, Officer | 5 | $0 |
| Christine Golden | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Larry Beckett | Director Trustee or director | 2 | $0 |
| Bret Bradigan | Director Trustee or director | 2 | $0 |
| Haady Lashkari | Vice Chair Trustee or director, Officer | 2 | $0 |
| John Jacobs | Director Trustee or director | 2 | $0 |
| Christine Fenn | Secretary Trustee or director, Officer | 2 | $0 |
| Barry Verga | Director Trustee or director | 2 | $0 |
| Wendy Barker | Director Trustee or director | 2 | $0 |
| Terry Beckett | Treasurer Trustee or director, Officer | 5 | $0 |
| Christine Golden | Director Trustee or director | 2 | $0 |
| Betsy Watson | Director Trustee or director | 2 | $0 |
| Jeff Loebl | Chairperson Trustee or director, Officer | 2 | $0 |
| David Watson | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1036, OJAI, CA 93024-1036
- Principal officer (990 for 2025)
- Jeff Loebl, P O BOX 1036, OJAI, CA 93024
- Signed the 990
- Terry Beckett, Treasurer
- Phone
- (805) 640-0715
- Website
- WWW.OJAIROTARY.ORG
- Return prepared by
- Pope Accountancy Group
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0299081 or by the name ROTARY CLUB OF OJAI EDUCATIONAL 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 scholarships for worthy students and to provide educational grants for charitable organizations with financial needs.
Program accomplishments
- The organization provides scholarships to students in the local area. Scholarships to 28 students totaled $157,400 in 2025.The Education Foundation also partners with other non-profit organizations to promote community well being and create improved learning environments for local schools.Expenses $292,903 · revenue $460,686
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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0299081
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $6,802,287
- Income (IRS master file)
- $3,219,575
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $524,446 | $297,454 | $6,802,287 | IRS |
| 990 | December 2024 | $483,829 | $254,069 | $5,933,880 | XML |
| 990 | December 2023 | $460,586 | $289,476 | $5,527,578 | XML |
| 990 | December 2022 | $366,337 | $281,274 | $4,754,781 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 77-0299081).
Questions about ROTARY CLUB OF OJAI EDUCATIONAL FOUNDATION INC
- What is the EIN of ROTARY CLUB OF OJAI EDUCATIONAL FOUNDATION INC?
- The employer identification number (EIN) of ROTARY CLUB OF OJAI EDUCATIONAL FOUNDATION INC is 77-0299081.
- Is ROTARY CLUB OF OJAI EDUCATIONAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ROTARY CLUB OF OJAI EDUCATIONAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF OJAI EDUCATIONAL 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 OJAI EDUCATIONAL FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTARY CLUB OF OJAI EDUCATIONAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ROTARY CLUB OF OJAI EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names Jeff Loebl.
- Who are the officers and directors of ROTARY CLUB OF OJAI EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF OJAI EDUCATIONAL FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $524,446, expenses of $297,454 and total assets of $6,802,287 at year end.
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- THACHER SCHOOL INC EIN 95-1642398 · last filed 990 for 2025
- OJAI VALLEY SCHOOL EIN 95-1661099 · last filed 990 for 2025
- MOTHER OF DIVINE GRACE INC EIN 20-8607181 · last filed 990 for 2025
- SHANBROM FAM FOUNDATION EIN 77-0518326 · last filed 990-PF for 2025
- HAPPY VALLEY FOUNDATION EIN 95-0809370 · last filed 990 for 2025
- THE OJAI VALLEY LAND CONSERVANCY EIN 77-0169682 · last filed 990 for 2025