Nonprofit · EIN 77-0314742
ROTARY CLUB OF MORGAN HILL ENDOWMENT INC
Tax-exempt · MORGAN HILL, CA 95037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $328,469 | $190,048 | $138,421 | $1,773,453 | $8,170 | $1,765,283 |
| June 30, 2024 | 990 | $282,912 | $121,164 | $161,748 | $1,640,182 | $438 | $1,639,744 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $23,013
- Membership dues
- $23,013
- Program service revenue
- $0
- Investment income
- $152,970
- Net income from fundraising events
- $152,486
- Other revenue
- $152,486
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $12,000
- Program services (functional)
- $190,048
Balance sheet and other
- Total assets, start of year
- $1,640,182
- Total assets, end of year
- $1,773,453
- Total liabilities, end of year
- $8,170
- Net assets, end of year
- $1,765,283
- Publicly traded securities
- $1,631,351
- Gross receipts
- $391,919
- Employees
- 0
- Volunteers
- 100
- Year formed
- 1992
- 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 |
|---|---|---|---|
| JEFF PERKINS | President Officer | 2 | $0 |
| STEVE TATE | Secretary Officer | 2 | $0 |
| MIKE JOHNSON | CFO Officer | 2 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF PERKINS | President Officer | 2 | $0 |
| STEVE TATE | Secretary Officer | 2 | $0 |
| MIKE JOHNSON | CFO Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 30 KEYSTONE AVE, MORGAN HILL, CA 95037-4325
- In care of
- % J ROBERT FOSTER
- Principal officer (990 for 2024)
- JEFF PERKINS, 30 KEYSTONE AVE, MORGAN HILL, CA 95037
- Signed the 990
- JEFF PERKINS, President
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0314742 or by the name ROTARY CLUB OF MORGAN HILL ENDOWMENT 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 Rotary Club of Morgan Hill Endowment is a local, non-profit, non-governmental organization dedicated to providing funds to the community for benevolent and/or philanthropic purposes for use in perpetuity. The Endowment is funded through direct tax-deductible contributions from individuals and businesses, and the proceeds of the Rotary Club fund raising activities.
Program accomplishments
- COMMUNITY SPONSORSHIPS AND DONATIONSExpenses $190,048
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0314742
- 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
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,773,453
- Income (IRS master file)
- $391,919
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $328,469 | $190,048 | $1,773,453 | XML |
| 990 | June 2024 | $282,912 | $121,164 | $1,640,182 | XML |
| 990 | June 2023 | $259,545 | $95,700 | $1,483,433 | IRS |
| 990 | June 2022 | $173,661 | $261,393 | $1,316,938 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 77-0314742).
Questions about ROTARY CLUB OF MORGAN HILL ENDOWMENT INC
- What is the EIN of ROTARY CLUB OF MORGAN HILL ENDOWMENT INC?
- The employer identification number (EIN) of ROTARY CLUB OF MORGAN HILL ENDOWMENT INC is 77-0314742.
- Is ROTARY CLUB OF MORGAN HILL ENDOWMENT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to ROTARY CLUB OF MORGAN HILL ENDOWMENT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF MORGAN HILL ENDOWMENT 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 MORGAN HILL ENDOWMENT 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 MORGAN HILL ENDOWMENT INC 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 ROTARY CLUB OF MORGAN HILL ENDOWMENT INC?
- The 990 for the year ended June 30, 2025 names JEFF PERKINS.
- Who are the officers and directors of ROTARY CLUB OF MORGAN HILL ENDOWMENT INC?
- The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF MORGAN HILL ENDOWMENT INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $328,469, expenses of $190,048 and total assets of $1,773,453 at year end.
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