Nonprofit · EIN 85-2603917
ROTARY CLUB OF OAKLEY FOUNDATION
Tax-exempt · OAKLEY, CA 94561
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $76,283 | $69,511 | $6,772 | $82,291 | – | $82,291 |
| June 30, 2025 | 990-EZ | $81,265 | $63,469 | $17,796 | $75,519 | – | $75,519 |
| June 30, 2024 | 990-EZ | $26,276 | $21,387 | $4,889 | $57,723 | – | $57,723 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $31,022
- Investment income
- $989
- Net income from fundraising events
- $44,272
Expenses
- Grants and similar amounts paid
- $14,033
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $550
- Other expenses
- $54,928
Balance sheet and other
- Total assets, start of year
- $75,519
- Total assets, end of year
- $82,291
- Total liabilities, end of year
- –
- Net assets, end of year
- $82,291
- Cash, savings and investments
- $82,291
- Gross receipts
- $99,570
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shannon Shaw | Secretary | 0 | $0 |
| Mike Hale | President | 0 | $0 |
| Brenda D'Amico | Treasurer | 0 | $0 |
990-EZ for the year ended June 30, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rob Greaff | President | 0 | $0 |
| Mike Hale | Vice President | 0 | $0 |
| Vera Martinez | Secretary | 0 | $0 |
| Brenda D'Amico | Treasurer | 0 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thuy Daojensen | President | 0 | $0 |
| Aaron Meadows | Vice President | 0 | $0 |
| Vera Martinez | Secretary | 0 | $0 |
| Brenda D'Amico | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 435, OAKLEY, CA 94561-0435
- In care of
- % DAVE WAHL
- Mailing address (990-N for 2023)
- PO Box 435, Oakley CA 94561
- Principal officer (990-N for 2023)
- David Wahl, 1823 Pheasant Run Terrace, BRENTWOOD CA 94513
- Signed the 990-EZ
- Brenda D'Amico, Treasurer
- Phone
- (925) 625-2211
- Return prepared by
- JLD Accounting INC
California records
California keeps its own records of charities and corporations. Search them by EIN 85-2603917 or by the name ROTARY CLUB OF OAKLEY 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
Provide scholarships and other educational expenses to local schools and provide monetary assistance to the local community in general as necessary to improve the community and to other projects worldwide.
Program accomplishments
- Purchased dictionaries for 3rd graders in the Oakley schools district.
- Scholarships to local graduating high school seniors.
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 | 990-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-N on file |
IRS record
- EIN
- 85-2603917
- 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
- 2020
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $82,291
- Income (IRS master file)
- $99,570
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $76,283 | $69,511 | $82,291 | XML |
| 990-EZ | June 2025 | $81,265 | $63,469 | $75,519 | XML |
| 990-N for 2023 Officer: David Wahl | June 30, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2024 | $26,276 | $21,387 | $57,723 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | 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 85-2603917).
Questions about ROTARY CLUB OF OAKLEY FOUNDATION
- What is the EIN of ROTARY CLUB OF OAKLEY FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF OAKLEY FOUNDATION is 85-2603917.
- Is ROTARY CLUB OF OAKLEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to ROTARY CLUB OF OAKLEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF OAKLEY 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 OAKLEY FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTARY CLUB OF OAKLEY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who is the principal officer of ROTARY CLUB OF OAKLEY FOUNDATION?
- The 990-N for 2023 names David Wahl.
- Who are the officers and directors of ROTARY CLUB OF OAKLEY FOUNDATION?
- The 990-EZ for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF OAKLEY FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $76,283, expenses of $69,511 and total assets of $82,291 at year end.
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