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Concord Rotary Endowment FY2023 filing

Tax-deductible

Concord, CA501(c)(3)Since 1985Community Development EIN 94-2970886Revenue −$7K in FY2023Latest return filed Jun 17, 2026

On file with the IRSConcord, CATax-exempt since Nov 1986Publicly supported charity — 170(b)(1)(A)(vi)

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Mission and ActivitiesThe organization is funded through various public donations and fundraisersthe earnings of such activities are distributed for charitable, scientific

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $2K a year · 3% of revenue · last 6 filings
A surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
95%
of spending
95% of spending went to programs.
Pt IX · Ln 25 · col B
Cash reserves
29.4 mo
of spending, in cash
Plus $1.1M in investments, Pt X · Ln 11–13
29.4 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $6K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$19K
1% of total assets
Liabilities are 1% of assets.
Pt X · Ln 26
Independent board members
10
of 10 voting members
10 of 10 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
−$7K
-106% vs prior year
Spent
$64K
To programs
95%
Net assets
$1.3M
By yearFY2020–FY2025
Revenue
−$7K
FY2023▼ -106%
Tap a bar for its year
Revenue by fiscal year
FY2020$74K
FY2021$84K
FY2022$106K
FY2023−$7K
FY2024$75K
FY2025$64K
Expenses
$64K
FY2023▲ +1%
Tap a bar for its year
Expenses by fiscal year
FY2020$35K
FY2021$69K
FY2022$64K
FY2023$64K
FY2024$76K
FY2025$78K
Net assets
$1.3M
FY2023▼ -5%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.3M
FY2021$1.3M
FY2022$1.3M
FY2023$1.3M
FY2024$1.3M
FY2025$1.3M

From the FY2023 Form 990 (year ending June 2023) · see the original

990 PDF Support Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1986.

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

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $61K Management & general 5% · $3K

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

Something off? Claim to add context

Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
Greg Grassi
Treasurer
$0Pt VII · Sec A
Kevin Matteri
Vice President
$0Pt VII · Sec A
Leslie Chapman
Co-Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Jim Kohl
Director
$0Pt VII · Sec A
Guy Bjerke
Director
$0Pt VII · Sec A
David Litty
Director
$0Pt VII · Sec A
See Concord Rotary Endowment executive salaries →

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

Provides charitable and scientific aid through public donations and fundraisers.

Questions for Concord Rotary Endowment

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3 programs · $61K · in their own filed words · FY2022
01

Provided funds to local community charitable organizations to assist with various youth, education, arts and community programs, dictionaries for needy elementary schools, map painting at elementary schools and various scholarships for high school and college students to further education.

$37Kprogram expense
02

Lady bug project supplies feminine and other hygiene support to homeless women and girls in local area. Delivering over 1,000 hygiene kits to local shelters and organizations.

$12Kprogram expense
03

Supported local rotacare clinic with funds to provide health care and supplies to those community members in need.

$12Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Vanguard Charitable Endowment ProgramFY2024$6K
Total grants receivedfrom 1 funder$6K
Grants paid · 6 grants · $79K · 2019–2024
Rotacare Bay Area INCCA · FY2024$20,000
Rotacare Bay Area INCCA · FY2023$20,000
Rotacare Bay Area INCCA · FY2022$12,000
Rotacare Bay Area INCCA · FY2021$9,900
Rotacare Bay Area INCCA · FY2020$7,500
Rotacare Bay Area INCCA · FY2019$9,700

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
−$7K
Ln 12
Investment incomeLn 3$64K
Gifts and grantsLn 1h$6K
Money outPt IX
$64K
Ln 25
Programscol B$61K
Managementcol C$3K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$157K
Total assetsLn 16$1.3M
LiabilitiesLn 26$19K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6K
Investment incomeLn 3$64K
Gains on assetsLn 7−$96K
Total revenueLn 12−$7K
Assets in detailPt X, end of year
CashLn 1$157K
Cash and savings togetherLn 1–2$157K
InvestmentsLn 11–13$1.1M
Other assetsLn 15$3K
Total assetsLn 16$1.3M
LiabilitiesLn 26$19K
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 660
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 FY23End FY23
Cash and savingsLn 1–2$112K$157K
InvestmentsLn 11–13$1.2M$1.1M
Total assetsLn 16$1.3M$1.3M
LiabilitiesLn 26$0$19K
Net assetsLn 32$1.3M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$61K$61K
Accounting feesLn 11c$2K$0$2K$0
Other expenses (24a–d)Ln 24$1K$0$1K$0
Total functional expensesLn 25$64K$61K$3K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jun 17, 2026 $64K$78K−$15K$1.3M 990 PDF
FY2024Filed with the IRS May 7, 2025 $75K$76K−$1K$1.3M 990 PDF
FY2023 ViewingFiled with the IRS May 13, 2024 −$7K$64K−$71K$1.3M 990 PDF
FY2022Filed with the IRS May 8, 2023 $106K$64K$43K$1.3M 990 PDF
FY2021Filed with the IRS May 10, 2022 $84K$69K$16K$1.3M 990 PDF
FY2020Filed with the IRS May 17, 2021 $74K$35K$39K$1.3M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2023 990
Part I · Summary −$6,615 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $22,740$5,751
I-9 Program service revenue$0
I-10 Investment incomePrior year $83,535−$31,897
I-11 Other revenue$19,531
I-12 Total revenuePrior year $106,275−$6,615
I-13 Grants and similar amounts paidPrior year $55,427$60,773
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $8,139$3,417
I-18 Total expensesPrior year $63,566$64,190
I-19 Revenue less expensesPrior year $42,709−$70,805
Part VI · Governance 10 of 10 board members independent, 4 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
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 −$6,615 across 6 lines filed
VIII-1f All other contributions, gifts and grants$5,751
VIII-1h Total contributions, gifts and grants$5,751
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $63,969$63,969
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax −$95,866−$95,866
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $19,531$19,531
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$12,366−$6,615
Part IX · Statement of functional expenses $64,190 across 3 lines filed
IX-1 Grants to domestic organizationsPrograms $60,773$60,773
IX-11c Accounting feesPrograms $0 · Management $2,030 · Fundraising $0$2,030
IX-24 Other expenses (24a–d)Programs $0 · Management $1,387 · Fundraising $0$1,387
IX-25 Total functional expensesPrograms $60,773 · Management $3,417 · Fundraising $0$64,190
Part X · Balance sheet $1,297,541 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $112,418$157,259
X-11 Publicly traded securitiesStart of year $1,233,843$1,137,025
X-15 Other assetsStart of year $3,257$3,257
X-16 Total assetsStart of year $1,349,518$1,297,541
X-18 Grants payable$18,828
X-26 Total liabilitiesStart of year $0$18,828
X-28 Net assets with donor restrictionsStart of year $1,349,518$1,278,713
X-32 Total net assets or fund balancesStart of year $1,349,518$1,278,713
X-33 Total liabilities and net assetsStart of year $1,349,518$1,297,541
Part XI · Reconciliation of net assets $1,278,713 net assets at year end
XI-1 Total revenue−$6,615
XI-2 Total expenses$64,190
XI-3 Revenue less expenses−$70,805
XI-4 Net assets at start of year$1,349,518
XI-10 Net assets at end of year$1,278,713

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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