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Rotary International

Not tax-deductible

Napa, CA501(c)(4)EIN 94-1525554Revenue $84K in FY2025

On file with the IRSPo Box 3069, 94558-0306 · Napa, CATax-exempt since Sep 1942

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We are a service organization which raises funds and coordinates volunteer efforts to support organizations and people in need.

87¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $6K a year · 7% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
9 mo
of spending, in cash
Looks good: 8.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $18K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$720
0.9% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$84K
-19% vs prior year
Spent
$111K
To programs
87%
Net assets
$81K
By yearFY2021–FY2025
Revenue
$84K
FY2025▼ -19%
Tap a bar for its year
Revenue by fiscal year
FY2021$29K
FY2022$130K
FY2023$134K
FY2024$104K
FY2025$84K
Expenses
$111K
FY2025▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2021$63K
FY2022$106K
FY2023$123K
FY2024$109K
FY2025$111K
Net assets
$81K
FY2025▼ -24%
Tap a bar for its year
Net assets by fiscal year
FY2021$0
FY2022$108K
FY2023$118K
FY2024$107K
FY2025$81K

From the FY2025 Form 990 (year ending June 2025) · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1942.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $97K Management & general 13% · $15K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Alston Hayne
Vice President
$0Pt VII · Sec A
Jill Barwick
Secretary/Treasurer
$0Pt VII · Sec A
John Cardinale
Sergeant at Arms
$0Pt VII · Sec A
James Lyon
Immediate Past President
$0Pt VII · Sec A
$0Pt VII · Sec A
Tom Nelson
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Rotary International executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Raises funds and coordinates volunteers to help people and organizations in need.

Questions for Rotary International

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Provided by the organization

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1 program · $97K · in their own filed words · FY2024
01

Amounts paid to charitable organizations and individuals in need of support

$97Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Napa Rotary EndowmentFY2023$18K
Total grants receivedfrom 1 funder$18K

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$84K
Ln 12
Fees for servicesLn 2g$61K
Gifts and grantsLn 1h$22K
Investment incomeLn 3$3
Money outPt IX
$111K
Ln 25
Programscol B$97K
Managementcol C$15K
Owns and owesPt X
$81K
net assets · Ln 32
Cash and savingsLn 1–2$82K
Total assetsLn 16$82K
LiabilitiesLn 26$720
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$22K
Fees for servicesLn 2g$61K
Investment incomeLn 3$3
Total revenueLn 12$84K
Assets in detailPt X, end of year
CashLn 1$82K
Cash and savings togetherLn 1–2$82K
Total assetsLn 16$82K
LiabilitiesLn 26$720
Net assetsLn 32$81K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$74K$82K
Total assetsLn 16$108K$82K
LiabilitiesLn 26$1K$720
Net assetsLn 32$107K$81K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$26K$26K
Accounting feesLn 11c$11K$0$11K$0
Office expensesLn 13$4K$0$4K$0
Other expenses (24a–d)Ln 24$59K$59K$0$0
All other expensesLn 24e$12K$12K$0$0
Total functional expensesLn 25$111K$97K$15K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $84K$111K−$28K$81K 990 PDF
FY2024 $104K$109K−$5K$107K 990 PDF
FY2023 $134K$123K$11K$118K 990 PDF
FY2022 $130K$106K$25K$108K 990 PDF
FY2021 $29K$63K−$34K$0 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $83,773 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $40,048$22,306
I-9 Program service revenuePrior year $58,439$61,464
I-10 Investment incomePrior year $4$3
I-11 Other revenuePrior year $5,125$0
I-12 Total revenuePrior year $103,616$83,773
I-13 Grants and similar amounts paidPrior year $26,714$25,699
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $82,120$85,653
I-18 Total expensesPrior year $108,834$111,352
I-19 Revenue less expensesPrior year −$5,218−$27,579
Part VI · Governance 5 of 5 board members independent, 4 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $83,773 across 7 lines filed
VIII-1b Membership dues$12,768
VIII-1d Related organizations$670
VIII-1f All other contributions, gifts and grants$8,868
VIII-1h Total contributions, gifts and grants$22,306
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$61,464
VIII-3 Investment incomeUnrelated business $3 · Excluded from tax $0$3
VIII-12 Total revenueRelated to mission $61,464 · Unrelated business $3 · Excluded from tax $0$83,773
Part IX · Statement of functional expenses $111,352 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $25,699$25,699
IX-11c Accounting feesPrograms $0 · Management $11,200 · Fundraising $0$11,200
IX-13 Office expensesPrograms $0 · Management $3,529 · Fundraising $0$3,529
IX-24 Other expenses (24a–d)Programs $59,003 · Management $0 · Fundraising $0$59,003
IX-24e All other expensesPrograms $11,921 · Management $0 · Fundraising $0$11,921
IX-25 Total functional expensesPrograms $96,623 · Management $14,729 · Fundraising $0$111,352
Part X · Balance sheet $81,913 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $74,253$81,913
X-16 Total assetsStart of year $108,350$81,913
X-17 Accounts payable and accrued expensesStart of year $1,441$720
X-26 Total liabilitiesStart of year $1,441$720
X-32 Total net assets or fund balancesStart of year $106,909$81,193
X-33 Total liabilities and net assetsStart of year $108,350$81,913
Part XI · Reconciliation of net assets $81,193 net assets at year end
XI-1 Total revenue$83,773
XI-2 Total expenses$111,352
XI-3 Revenue less expenses−$27,579
XI-4 Net assets at start of year$106,909
XI-8 Prior period adjustments$1,863
XI-10 Net assets at end of year$81,193

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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