Nonprofit · EIN 95-3296211
RANCHO BERNARDO ROTARY CLUB FOUNDATION INC
Tax-exempt · SAN DIEGO, CA 92198
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $59,830 | $120,127 | -$60,297 | $778,990 | $43,490 | $735,500 |
| June 30, 2024 | 990 | $163,265 | $139,501 | $23,764 | $794,846 | $60,871 | $733,975 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $57,384
- of which government grants
- $10,000
- Program service revenue
- $0
- Investment income
- $20,954
- Net gain from sales of assets
- $3,722
- Net income from fundraising events
- -$18,508
- Other revenue
- -$18,508
Expenses
- Grants and similar amounts paid
- $91,387
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,638
- Program services (functional)
- $108,127
- Management and general (functional)
- $12,000
Balance sheet and other
- Total assets, start of year
- $794,846
- Total assets, end of year
- $778,990
- Total liabilities, end of year
- $43,490
- Net assets, end of year
- $735,500
- Publicly traded securities
- $742,446
- Net assets without donor restrictions
- $694,674
- Net assets with donor restrictions
- $40,826
- Gross unrelated business income
- $3,722
- Gross receipts
- $151,321
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1978
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDY LUTTICKEN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| LEE PROIMOS | TRUSTEE Trustee or director | 1 | $0 |
| TERRY HECK | CLUB PRESIDENT Trustee or director | 1 | $0 |
| JOHN MULLIN | SECRETARY-TREAS Trustee or director, Officer | 10 | $0 |
| MARK ALBERTS | TRUSTEE Trustee or director | 1 | $0 |
| ALAN TURNER | PRESIDENT Trustee or director, Officer | 10 | $0 |
| BENITA PAGE | SECRETARY-TREAS Trustee or director | 1 | $0 |
| JAN GOLDSMITH | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM BREHM | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDY LUTTICKEN | TRUSTEE Trustee or director | 1 | $0 |
| JOHN O'NEILL | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| WILLIAM BREHM | TRUSTEE Trustee or director | 1 | $0 |
| CHARLES CREW | SECRETARY-TREAS Trustee or director, Officer | 1 | $0 |
| ATHENEA LUCIANO | PRESIDENT Trustee or director, Officer | 8 | $0 |
| ALAN TURNER | TRUSTEE Trustee or director | 1 | $0 |
| BENITA PAGE | TRUSTEE Trustee or director | 1 | $0 |
| JIM REID | TRUSTEE Trustee or director | 1 | $0 |
| FRANK DE FRANCESC0 | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 28501, SAN DIEGO, CA 92198-0501
- Principal officer (990 for 2024)
- ATHENEA LUCIANO, PO BOX 28501, SAN DIEGO, CA 921980501
- Signed the 990
- CHARLES CREW, SECRETARY-TREAS
- Phone
- (858) 245-2412
- Website
- HTTP://RBROTARY.ORG
- Return prepared by
- ATLAS CPAS & ADVISORS PC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3296211 or by the name RANCHO BERNARDO ROTARY CLUB FOUNDATION INC.
- 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
TO BENEFIT PRIMARILY THE LOCAL COMMUNITY WITH CHARITABLE WORKS IN THE AREAS OF EDUCATION, HEALTH, SCIENCE, CULTURAL AND CIVIC ACTIVITIES.
Program accomplishments
- GRANTS TO NON-PROFIT CHARITABLE, EDUCATIONAL, CIVIC AND CULTURAL ORGANIZATIONS.Expenses $70,387 · grants $70,387
- PROVIDE FUNDS TO CONDUCT LOCAL ROTARY YOUTH SERVICES PROGRAMS.Expenses $16,740
- SCHOLARSHIPS AWARDED TO 12 LOCAL STUDENTSExpenses $21,000 · grants $21,000
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3296211
- 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
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $778,990
- Income (IRS master file)
- $151,321
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $59,830 | $120,127 | $778,990 | XML |
| 990 | June 2024 | $163,265 | $139,501 | $794,846 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $175,252 | $104,792 | $664,245 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 95-3296211).
Questions about RANCHO BERNARDO ROTARY CLUB FOUNDATION INC
- What is the EIN of RANCHO BERNARDO ROTARY CLUB FOUNDATION INC?
- The employer identification number (EIN) of RANCHO BERNARDO ROTARY CLUB FOUNDATION INC is 95-3296211.
- Is RANCHO BERNARDO ROTARY CLUB FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to RANCHO BERNARDO ROTARY CLUB FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does RANCHO BERNARDO ROTARY CLUB FOUNDATION INC 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 RANCHO BERNARDO ROTARY CLUB FOUNDATION INC 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 RANCHO BERNARDO ROTARY CLUB FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of RANCHO BERNARDO ROTARY CLUB FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names ATHENEA LUCIANO.
- Who are the officers and directors of RANCHO BERNARDO ROTARY CLUB FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does RANCHO BERNARDO ROTARY CLUB FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $59,830, expenses of $120,127 and total assets of $778,990 at year end.
Other nonprofits in SAN DIEGO
- SCRIPPS HEALTH EIN 95-1684089 · last filed 990 for 2025
- SHARP HEALTHCARE EIN 95-6077327 · last filed 990 for 2025
- RADY CHILDRENS HOSPITAL SAN DIEGO EIN 95-1691313 · last filed 990 for 2025
- SHARP MEMORIAL HOSPITAL EIN 95-3782169 · last filed 990 for 2025
- SOUTHERN CALIFORNIA SCHOOLS VOLUNTARY EMPLOYEES BENEFITS ASSOC EIN 33-0579503 · last filed 990 for 2025
- SHARP HEALTH PLAN EIN 33-0519730 · last filed 990 for 2025
- GROSSMONT HOSPITAL CORPORATION EIN 33-0449527 · last filed 990 for 2025
- SAN DIEGO IMPERIAL COUNTIES DEVELOPMENTAL SERVICES INC EIN 95-3735517 · last filed 990 for 2025