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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 94-3244788

ROTARY VALLEY INC

Tax-exempt · SAN FRANCISCO, CA 94104

Financials

$33K$36K2023$32K$35K2024
Revenue Expenses · by fiscal year end
Financials of ROTARY VALLEY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$32,377$34,552-$2,175$600,599$130,136$470,463
December 31, 2023990$33,290$36,048-$2,758$570,422$97,784$472,638
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$25
Program service revenue
$32,352
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$32,352
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$34,552

Balance sheet and other

Total assets, start of year
$570,422
Total assets, end of year
$600,599
Total liabilities, end of year
$130,136
Net assets, end of year
$470,463
Net assets without donor restrictions
$470,463
Gross receipts
$32,377
Employees
0
Volunteers
0
Year formed
1996
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
KENNETH LOMBARDPRESIDENT/DIRECTOR
Trustee or director, Officer
1$0$1,067,527$45,067
DELPHINE SHERMANEVP/CFO
Trustee or director, Officer
1$0$429,032$120,262
SIERRA ATILANOVICE PRESIDENT/DIRECTOR
Trustee or director, Officer
1$0$452,551$53,138
JAMES MATHERVICE PRESIDENT/DIRECTOR
Trustee or director, Officer
1$0$387,481$113,550
REBECCA HLEBASKOVICE PRESIDENT & SECRETARY
Trustee or director, Officer
1$0$405,549$93,649
SMITHA SESHADRIVICE PRESIDENT
Officer
1$0$410,204$87,530
NATALIA WILLIAMSVICE PRESIDENT
Officer
1$0$346,950$37,612
BRAD WIBLINFORMER VICE PRESIDENT
Former
0$0$123,831$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
KENNETH LOMBARDPRESIDENT/DIRECTOR
Trustee or director, Officer
1$0$1,007,909$47,242
DELPHINE SHERMANVICE PRESIDENT & CFO/DIRECTOR
Trustee or director, Officer
1$0$417,504$120,312
ARUNA DODDAPANENIVICE PRESIDENT (OUTGOING)
Officer
1$0$474,486$55,741
JAMES MATHERVICE PRESIDENT/DIRECTOR
Trustee or director, Officer
1$0$405,393$108,335
REBECCA HLEBASKOVICE PRESIDENT & SECRETARY/DIRECTOR
Trustee or director, Officer
1$0$408,787$100,838
SMITHA SESHADRIVICE PRESIDENT
Officer
1$0$417,409$90,294
BRAD WIBLINVICE PRESIDENT (OUTGOING)
Officer
1$0$397,025$97,083
SIERRA ATILANOVICE PRESIDENT/DIRECTOR
Trustee or director, Officer
1$0$366,441$48,028
NATALIA WILLIAMSVICE PRESIDENT
Officer
1$0$229,450$27,088
KATHERINE FLEMINGVICE PRESIDENT (OUTGOING)
Officer
1$0$156,829$16,509

Address and contacts

Address (IRS master file)
350 CALIFORNIA STREET 16TH FLOOR, SAN FRANCISCO, CA 94104-1402
In care of
% SUSAN M JOHNSON
Principal officer (990 for 2024)
KENNETH LOMBARD, 350 CALIFORNIA STREET 16TH FLOOR, SAN FRANCISCO, CA 94104
Signed the 990
ERIK LUND, SVP OF FINANCE AND ACCOUNTING
Phone
(415) 989-1111
Return prepared by
COHNREZNICK ADVISORY LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3244788 or by the name ROTARY VALLEY INC.

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

Mission

MISSION: THIS ORGANIZATION SUPPORTS BRIDGE HOUSING CORPORATION (BRIDGE). BRIDGE STRENGTHENS COMMUNITIES BY DEVELOPING, OWNING AND MANAGING HIGH-QUALITY, AFFORDABLE HOMES FOR WORKING FAMILIES AND SENIORS.VISION:* BRIDGE STRENGTHENS COMMUNITIES AND CREATES OPPORTUNITIES FOR WORKING FAMILIES AND SENIORS, BEGINNING BUT NOT ENDING WITH HOUSING.* BRIDGE IS A LEADER AND INNOVATOR IN THE MISSION-DRIVEN BUSINESS OF EFFECTIVE PRODUCTION, OPERATION AND OWNERSHIP OF AFFORDABLE AND MIXED-INCOME HOUSING.* BRIDGE EARNS THE HIGHEST DEGREE OF CUSTOMER SATISFACTION FROM ALL STAKEHOLDERS, INCLUDING RESIDENTS, NEIGHBORS, INVESTORS, TAXPAYERS, PRIVATE- AND PUBLIC-SECTOR PARTNERS, AND EMPLOYEES.* BRIDGE IS THE GO-TO DEVELOPER AND OWNER FOR PUBLIC OFFICIALS, INVESTORS AND COMMUNITIES SEEKING AN ARRAY OF HOUSING SOLUTIONS, AND IT DELIVERS RESULTS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE ORGANIZATION IS A GENERAL PARTNER IN A PARTNERSHIP THAT OWNS AND OPERATES AN AFFORDABLE HOUSING PROJECT FOR LOW-INCOME PERSONS.
    Expenses $34,552 · grants $32,352 · revenue $32,352

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

File the 2025 990-N for ROTARY VALLEY INC

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
94-3244788
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1997
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$600,599
Income (IRS master file)
$32,377

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$32,377$34,552$600,599XML
990December 2023$33,290$36,048$570,422XML
990December 2022$32,290$34,185$541,770IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 2017–––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 94-3244788).

Questions about ROTARY VALLEY INC

What is the EIN of ROTARY VALLEY INC?
The employer identification number (EIN) of ROTARY VALLEY INC is 94-3244788.
Is ROTARY VALLEY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to ROTARY VALLEY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does ROTARY VALLEY INC file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of ROTARY VALLEY INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROTARY VALLEY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ROTARY VALLEY INC?
The 990 for the year ended December 31, 2024 names KENNETH LOMBARD.
Who are the officers and directors of ROTARY VALLEY INC?
The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does ROTARY VALLEY INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $32,377, expenses of $34,552 and total assets of $600,599 at year end.

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