Alameda Rotary Endowment Foundation: Nonprofit Profile, Financials & Form 990 (EIN 94-3050844)

Revenue by fiscal year
FY2021	$56K
FY2022	$83K
FY2023	$64K
FY2024	$74K
FY2025	$98K

Expenses by fiscal year
FY2021	$75K
FY2022	$59K
FY2023	$49K
FY2024	$64K
FY2025	$82K

Net assets by fiscal year
FY2021	$900K
FY2022	$819K
FY2023	$876K
FY2024	$952K
FY2025	$1.1M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1996.

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

Where the money goes

92 cents of each dollar spent went to programs.

92%

Program services 92% · $75K Management & general 8% · $7K

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

4 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Stephen Zimmerman

President

$0Pt VII · Sec A

William Dal Porto

Treasurer

$0Pt VII · Sec A

Steve Kint

Board Member

$0Pt VII · Sec A

Sean Noonan

Secretary

$0Pt VII · Sec A

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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

Funds and implements projects for education, humanitarian aid, and job training locally and abroad.

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Provided by the organization

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3 programs · $75K · in their own filed words · FY2024

01

Provided scholarships to youth of the city of alameda. The funds were provided by contributions from the members of the club.

$57Kprogram expense

02

Provided community grants to organizations which assist members of the local community. The funds were earned through a variety of money-raising activities during the current year.

$17Kprogram expense

03

Boys scouts and other youth services

$1Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking

Grants paid · 14 grants · $232K · 2020–2024

Community GrantsFY2024$25,000

Charity Fund MatchingFY2024$19,500

Unitemized GrantFY2024$17,000

Community GrantsFY2023$20,000

ScholarshipsFY2023$16,000

Charity Fund MatchingFY2023$8,000

ScholarshipsFY2022$13,000

Community GrantsFY2022$12,750

Charity Fund MatchingFY2022$6,500

ScholarshipsFY2021$23,000

Community GrantsFY2021$15,000

ScholarshipsFY2020$22,300

Individual RecipientFY2020$20,000

Community GrantsFY2020$14,100

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$98K

Ln 12

Investment incomeLn 3$51K

Gifts and grantsLn 1h$47K

Money outPt IX

$82K

Ln 25

Programscol B$75K

Managementcol C$7K

Owns and owesPt X

$1.1M

net assets · Ln 32

Cash and savingsLn 1–2$44K

Total assetsLn 16$1.1M

LiabilitiesLn 26$5K

PeoplePt VI, VII

4

listed · VII A

PaidVII A0

Voting boardVI 1a40

IndependentVI 1b40

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$47K

Investment incomeLn 3$51K

Gains on assetsLn 7$26K

Total revenueLn 12$98K

Assets in detailPt X, end of year

CashLn 1$35K

SavingsLn 2$10K

Cash and savings togetherLn 1–2$44K

InvestmentsLn 11–13$1.0M

Total assetsLn 16$1.1M

LiabilitiesLn 26$5K

Net assetsLn 32$1.1M

OperationsPt I, VI

EmployeesI 50

VolunteersI 68

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

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$26K	$44K
InvestmentsLn 11–13	$928K	$1.0M
Total assetsLn 16	$954K	$1.1M
LiabilitiesLn 26	$2K	$5K
Net assetsLn 32	$952K	$1.1M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$56K	$56K
Grants to domestic individualsLn 2	$17K	$17K
Accounting feesLn 11c	$1K		$1K
OccupancyLn 16	$1K		$1K
Conferences, conventions and meetingsLn 19	$2K		$2K
InsuranceLn 23	$1K		$1K
Other expenses (24a–d)Ln 24	$3K	$2K	$1K
All other expensesLn 24e	$350		$350
Total functional expensesLn 25	$82K	$75K	$7K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$98K	$82K	$17K	$1.1M	990 PDF
FY2024	$74K	$64K	$10K	$952K	990 PDF
FY2023	$64K	$49K	$15K	$876K	990 PDF
FY2022	$83K	$59K	$24K	$819K	990 PDF
FY2021	$56K	$75K	−$18K	$900K	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $98,453 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $35,115$47,062

I-9 Program service revenue$0

I-10 Investment incomePrior year $39,361$51,391

I-11 Other revenue$0

I-12 Total revenuePrior year $74,476$98,453

I-13 Grants and similar amounts paidPrior year $54,196$72,875

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $9,911$8,987

I-18 Total expensesPrior year $64,107$81,862

I-19 Revenue less expensesPrior year $10,369$16,591

Part VI · Governance 40 of 40 board members independent, 4 to look at

VI-1a Voting members of the governing body40

VI-1b Independent voting members40

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 $98,453 across 6 lines filed

VIII-1b Membership dues$21,807

VIII-1f All other contributions, gifts and grants$25,255

VIII-1h Total contributions, gifts and grants$47,062

VIII-3 Investment incomeRelated to mission $24,966$24,966

VIII-7 Net gain or loss on sales of assetsRelated to mission $26,425$26,425

VIII-12 Total revenueRelated to mission $51,391$98,453

Part IX · Statement of functional expenses $81,862 across 8 lines filed

IX-1 Grants to domestic organizationsPrograms $55,875$55,875

IX-2 Grants to domestic individualsPrograms $17,000$17,000

IX-11c Accounting feesManagement $1,000$1,000

IX-16 OccupancyManagement $1,380$1,380

IX-19 Conferences, conventions and meetingsManagement $1,535$1,535

IX-23 InsuranceManagement $1,322$1,322

IX-24 Other expenses (24a–d)Programs $2,031 · Management $1,369$3,400

IX-24e All other expensesManagement $350$350

IX-25 Total functional expensesPrograms $74,906 · Management $6,956 · Fundraising $0$81,862

Part X · Balance sheet $1,054,853 assets, 9 lines filed

X-1 Cash, non-interest-bearingStart of year $21,410$34,890

X-2 Savings and temporary cash investmentsStart of year $4,609$9,581

X-11 Publicly traded securitiesStart of year $927,716$1,010,382

X-16 Total assetsStart of year $953,735$1,054,853

X-25 Other liabilitiesStart of year $1,665$4,515

X-26 Total liabilitiesStart of year $1,665$4,515

X-27 Net assets without donor restrictionsStart of year $952,070$1,050,338

X-32 Total net assets or fund balancesStart of year $952,070$1,050,338

X-33 Total liabilities and net assetsStart of year $953,735$1,054,853

Part XI · Reconciliation of net assets $1,050,338 net assets at year end

XI-1 Total revenue$98,453

XI-2 Total expenses$81,862

XI-3 Revenue less expenses$16,591

XI-4 Net assets at start of year$952,070

XI-5 Net unrealized gains (losses) on investments$81,677

XI-10 Net assets at end of year$1,050,338

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

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Alameda Rotary Endowment Foundation

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Alameda Rotary Endowment Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV