Nonprofit · EIN 77-0539435
ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION
Tax-exempt · PISMO BEACH, CA 93448
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $85,412 | $56,207 | $29,205 | $336,937 | $0 | $336,937 |
| June 30, 2024 | 990-EZ | $26,913 | $10,966 | $15,947 | $284,663 | – | $284,663 |
| June 30, 2023 | 990-EZ | $23,944 | $8,926 | $15,018 | $256,273 | $730 | $255,543 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $70,709
- Program service revenue
- $0
- Investment income
- $14,703
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $55,517
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Printing, publications and postage
- $232
- Other expenses
- $458
Balance sheet and other
- Total assets, start of year
- $284,363
- Total assets, end of year
- $336,937
- Total liabilities, end of year
- $0
- Net assets, end of year
- $336,937
- Cash, savings and investments
- $14,233
- Gross receipts
- $85,412
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 |
|---|---|---|---|
| JOEL CONN | PRESIDENT | 2 | $0 |
| SHARON ELLIS | SECRETARY | 2 | $0 |
| LEE ANN LISCOMBE | TREASURER | 2 | $0 |
| MICHAEL BOYER | DIRECTOR | 1 | $0 |
| STEVE CURRY | DIRECTOR | 2 | $0 |
| GREG BAKER | DIRECTOR | 2 | $0 |
| CLIFF NAGLER | DIRECTOR | 2 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN ZAPPIA | President | 2 | $0 |
| LEE ANN LISCOMBE | Treasurer | 2 | $0 |
| SHARON ELLIS | Secretary | 2 | $0 |
| GREG BAKER | Director | 2 | $0 |
| JOEL CONN | Director | 2 | $0 |
| STEVE CURRY | Director | 2 | $0 |
| MICHAEL BOYER | Director | 0 | $0 |
| CLIFF NAGLER | Director | 0 | $0 |
990-EZ for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN ZAPPIA | President | 2 | $0 |
| SHANNON BOWDEY | PAST PRESIDENT | 2 | $0 |
| LEE ANN LISCOMBE | Treasurer | 2 | $0 |
| SHARON ELLIS | Secretary | 2 | $0 |
| GREG BAKER | Director | 2 | $0 |
| JOEL CONN | Director | 2 | $0 |
| STEVE CURRY | Director | 2 | $0 |
| MICHAEL BOYER | Director | 0 | $0 |
| CLIFF NAGLER | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1835, PISMO BEACH, CA 93448-1835
- In care of
- % DONALD R WEBER
- Mailing address (990-N for 2015)
- PO Box 1835, Pismo Beach CA 93449
- Principal officer (990-N for 2015)
- CONNIE O'HENLEY, PO Box 1835, Pismo Beach CA 93449
- Signed the 990-EZ
- Lee Ann Liscombe, Treasurer
- Phone
- (805) 710-2252
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0539435 or by the name ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION.
- 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
LITERACY, EDUCATION AND COMMUNITY SUPPORT
Program accomplishments
- COLLEGE SCHOLARSHIP AND TRADE SCHOOL SCHOLARSHIPgrants $6,100
- CONTRIBUTION TO UKRAINE ROTARY FOUNDATION FOR PET SHELTERSgrants $3,067
- CONTRIBUTIONS TO UGANDA HOPELAND SCHOOL SCHOLARSHIP PROGRAM FOR DISADVANTAGED YOUTH.grants $46,350
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
- 77-0539435
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $336,937
- Income (IRS master file)
- $85,412
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $85,412 | $56,207 | $336,937 | IRS |
| 990-EZ | June 2024 | $26,913 | $10,966 | $284,663 | XML |
| 990-EZ | June 2023 | $23,944 | $8,926 | $256,273 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: CONNIE O'HENLEY | June 30, 2016 | ≤ $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 77-0539435).
Questions about ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION
- What is the EIN of ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION is 77-0539435.
- Is ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION 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 PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION 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 PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION 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 PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION?
- The 990-N for 2015 names CONNIE O'HENLEY.
- Who are the officers and directors of ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $85,412, expenses of $56,207 and total assets of $336,937 at year end.
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- FIVE CITIES MEALS ON WHEELS INC EIN 95-2932124 · last filed 990 for 2026
All nonprofits in PISMO BEACH · California · Philanthropy, voluntarism and grantmaking foundations