Nonprofit · EIN 94-2911210
ROTARY CLUB OF PETALUMA FOUNDATION
Tax-exempt · PETALUMA, CA 94955
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF (amended) | $86,519 | $45,378 | $41,141 | $700,505 | $0 | $700,505 |
| June 30, 2024 | 990-PF | $86,025 | $33,911 | $52,114 | $660,196 | $0 | $660,196 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,060
- Dividends
- $31,781
- Interest
- $19,863
- Net gain from sales of assets
- $24,815
Expenses
- Grants and similar amounts paid
- $37,109
- Disbursements for charitable purposes
- $37,109
- Excise tax on investment income
- $1,063
Balance sheet and other
- Total assets, start of year
- $660,196
- Total assets, end of year
- $700,505
- Total liabilities, end of year
- $0
- Net assets, end of year
- $700,505
- Qualifying distributions
- $37,109
- Net investment income
- $76,459
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-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN BREEN PO BOX 5655, PETALUMA, CA 94955 | CFO | 0 | $0 |
| RICHARD MOSSI PO BOX 5655, PETALUMA, CA 94955 | PRESIDENT | 0 | $0 |
| GAIL CARDAROPOLI PO BOX 5655, PETALUMA, CA 94955 | SECRETARY | 0 | $0 |
| ANNE GEALTA PO BOX 5655, PETALUMA, CA 94955 | DIRECTOR | 0 | $0 |
| CHRIS RANNEY PO BOX 5655, PETALUMA, CA 94955 | DIRECTOR | 0 | $0 |
| RICK GORMAN PO BOX 5655, PETALUMA, CA 94955 | DIRECTOR | 0 | $0 |
| BRIAN BREEN PO BOX 5655, PETALUMA, CA 94955 | DIRECTOR | 0 | $0 |
| MICHAEL NISTLER PO BOX 5655, PETALUMA, CA 94955 | DIRECTOR | 0 | $0 |
| BRANDON TRAMMELL PO BOX 5655, PETALUMA, CA 94955 | DIRECTOR | 0 | $0 |
| MAGGIE RADNAY PO BOX 5655, PETALUMA, CA 94955 | DIRECTOR | 0 | $0 |
| RICHARD MOSSI PO BOX 5655, PETALUMA, CA 94955 | DIRECTOR | 0 | $0 |
| ROYCE VANBEBBER PO BOX 5655, PETALUMA, CA 94955 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAWNY TESCONI PO BOX 5655, PETALUMA, CA 94955 | CO TREASURER | 0 | $0 |
| RICHARD MOSSI PO BOX 5655, PETALUMA, CA 94955 | PRESIDENT | 0 | $0 |
| GAIL CARDAROPOLI PO BOX 5655, PETALUMA, CA 94955 | SECRETARY | 0 | $0 |
| ANNE GEALTA PO BOX 5655, PETALUMA, CA 94955 | DIRECTOR | 0 | $0 |
| CHRIS RANNEY PO BOX 5655, PETALUMA, CA 94955 | DIRECTOR | 0 | $0 |
| RICK GORMAN PO BOX 5655, PETALUMA, CA 94955 | DIRECTOR | 0 | $0 |
| BRIAN BREEN PO BOX 5655, PETALUMA, CA 94955 | DIRECTOR | 0 | $0 |
| MICHAEL NISTLER PO BOX 5655, PETALUMA, CA 94955 | DIRECTOR | 0 | $0 |
| BRANDON TRAMMELL PO BOX 5655, PETALUMA, CA 94955 | DIRECTOR | 0 | $0 |
| MAGGIE RADANY PO BOX 5655, PETALUMA, CA 94955 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5655, PETALUMA, CA 94955-5655
- Mailing address (990-N for 2010)
- 201 First Street No 204, Petaluma CA 94952
- Principal officer (990-N for 2010)
- James Burleson, 201 First Street Suite 204, Petaluma CA 94952
- Signed the 990-PF
- RICHARD MOSSI, PRESIDENT
- Phone
- (707) 567-0797
- Return prepared by
- THOMAS K RACKERBY CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2911210 or by the name ROTARY CLUB OF PETALUMA 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)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-2911210
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $700,505
- Income (IRS master file)
- $86,519
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $86,519 | $45,378 | $700,505 | XML |
| 990-PF | June 2024 | $86,025 | $33,911 | $660,196 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2010 Officer: James Burleson | June 30, 2011 | ≤ $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 94-2911210).
Questions about ROTARY CLUB OF PETALUMA FOUNDATION
- What is the EIN of ROTARY CLUB OF PETALUMA FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF PETALUMA FOUNDATION is 94-2911210.
- Is ROTARY CLUB OF PETALUMA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to ROTARY CLUB OF PETALUMA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROTARY CLUB OF PETALUMA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROTARY CLUB OF PETALUMA 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 PETALUMA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who is the principal officer of ROTARY CLUB OF PETALUMA FOUNDATION?
- The 990-N for 2010 names James Burleson.
- Who are the officers and directors of ROTARY CLUB OF PETALUMA FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF PETALUMA FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $86,519, expenses of $45,378 and total assets of $700,505 at year end.
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