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Nonprofit · EIN 94-3038645

ROTARIAN FOUNDATION OF LIVERMORE

Tax-exempt · LIVERMORE, CA 94551

Financials

$1.1M$340K2022$1.4M$377K2023$523K$520K2024
Revenue Expenses · by fiscal year end
Financials of ROTARIAN FOUNDATION OF LIVERMORE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$523,231$519,724$3,507$5,596,732$200$5,596,532
June 30, 2024990$1,385,698$377,057$1,008,641$5,321,773$6,270$5,315,503
June 30, 2023990$1,144,895$339,908$804,987$4,878,120-$748$4,878,868
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$214,335
Program service revenue
$0
Investment income
$308,896
Net gain from sales of assets
$174,885
Other revenue
$0

Expenses

Grants and similar amounts paid
$408,255
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$9,114
Program services (functional)
$461,592
Management and general (functional)
$58,132

Balance sheet and other

Total assets, start of year
$5,321,773
Total assets, end of year
$5,596,732
Total liabilities, end of year
$200
Net assets, end of year
$5,596,532
Publicly traded securities
$5,502,656
Gross receipts
$523,231
Employees
0
Volunteers
175
Year formed
1986
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.

NameTitleHours / weekCompensation
IRVING STOWERSTreasurer
Trustee or director, Officer
10$0
SARAH PALMERSecretary
Trustee or director, Officer
5$0
JEFF YOUNGSMAPresident
Trustee or director, Officer
10$0
DENNIS GAMBSPresident Elect
Trustee or director, Officer
5$0
990 for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
IRVING STOWERSTreasurer
Trustee or director, Officer
10$0
MARY ANN ROZSAPast President
Trustee or director, Officer
5$0
SARAH PALMERSecretary
Trustee or director, Officer
5$0
BASSANT ABDELRAHMANPresident
Trustee or director, Officer
10$0
JEFF YOUNGSMAPresident Elect
Trustee or director, Officer
0$0
990 for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensation
KEVIN MCCALLUMTreasurer
Trustee or director, Officer
10$0
PHILOMENA RAMBOPast President
Trustee or director, Officer
5$0
LYNN SEPPALASecretary
Trustee or director, Officer
5$0
MARY ANNE ROZSAPresident
Trustee or director, Officer
10$0
KIMBRELY GRUIDLCO-TREASURER
Trustee or director, Officer
5$0
BASSANT ABDELRAHMANPresident Elect
Trustee or director, Officer
0$0

Address and contacts

Address (IRS master file)
PO BOX 2181, LIVERMORE, CA 94551-2181
Signed the 990
IRVING STOWERS, Treasurer
Return prepared by
Audrey M Horning CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3038645 or by the name ROTARIAN FOUNDATION OF LIVERMORE.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

THE GOAL OF THE FOUNDATION IS TO CREATE OPPORTUNITIES FOR LIVERMORE ORGANIZATIONS THAT ENRICH LIVES AND BUILD THE COMMUNITY WITH A FOCUS ON YOUTH. THE FOUNDATION SUPPORTS PROJECTS WHICH MAY HAVE THE GREATEST IMPACT PER DOLLAR.

990 for the year ended June 30, 2025

Program accomplishments

  • GRANTS ARE GIVEN AFTER APPLICATION AND REVIEW TO LOCAL ORGANIZATIONS FOR WORTHWHILE PROJECTS RELATING TO YOUTH AND COMMUNITY SERVICES
    Expenses $290,933 · grants $258,998
  • CONTRIBUTED TO VARIOUS ROTARY INTERNATIONAL PROJECTS
    Expenses $78,957 · grants $78,957
  • DONATED TO VARIOUS LOCAL SCHOLARSHIP FUNDS
    Expenses $70,300 · grants $70,300
  • PROVIDED BOOKS FOR STUDENTS IN THE LIVERMORE JOINT UNIFIED SCHOOL DISTRICT
    Expenses $14,497
  • HELD A HOLIDAY PARTY FOR UNDERSERVED CHILDREN OF LIVERMORE AND PROVIDED GIFTS
    Expenses $6,905

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
94-3038645
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1987
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,596,732
Income (IRS master file)
$523,231

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$523,231$519,724$5,596,732XML
990June 2024$1,385,698$377,057$5,321,773XML
990June 2023$1,144,895$339,908$4,878,120XML
990June 2022–––IRS
990June 2021–––IRS
990December 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 94-3038645).

Questions about ROTARIAN FOUNDATION OF LIVERMORE

What is the EIN of ROTARIAN FOUNDATION OF LIVERMORE?
The employer identification number (EIN) of ROTARIAN FOUNDATION OF LIVERMORE is 94-3038645.
Is ROTARIAN FOUNDATION OF LIVERMORE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to ROTARIAN FOUNDATION OF LIVERMORE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROTARIAN FOUNDATION OF LIVERMORE 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 ROTARIAN FOUNDATION OF LIVERMORE 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 ROTARIAN FOUNDATION OF LIVERMORE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of ROTARIAN FOUNDATION OF LIVERMORE?
The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does ROTARIAN FOUNDATION OF LIVERMORE have?
On its 990 for the year ended June 30, 2025 it reported revenue of $523,231, expenses of $519,724 and total assets of $5,596,732 at year end.

Other nonprofits in LIVERMORE

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