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Nonprofiteer
← ROTARY CLUB OF PLEASANTON NORTH FOUNDATION

Form 990 for tax year 2024

Filed by ROTARY CLUB OF PLEASANTON NORTH FOUNDATION.

Totals

Total revenue
$96,711
Total expenses
$82,569
Contributions and grants received
$73,960
Grants paid
$73,078
Program service revenue
$0
Investment income
$23,752
Other revenue
-$1,001
Total assets, end of year
$917,618
Total liabilities, end of year
$3,236
Net assets or fund balances, end of year
$914,382
Program services expenses (Part IX)
$73,078
Management and general expenses
$9,491
Fundraising expenses
$0
Program service expenses (Part III)
$73,078

Program services were 88.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $70,910

  • 1f · All other contributions, gifts and grants

    $3,050

  • 3 · Investment income

    total $23,752 · excluded $23,752

  • 8a · Fundraising events: gross income

    $23,184

  • 8a · Fundraising events: contributions included on line 1c

    $70,910

  • 8b · Fundraising events: direct expenses

    $24,185

  • 8c · Net income from fundraising events

    total -$1,001 · excluded -$1,001

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $73,078 · program services $73,078

  • 11c · Fees: accounting

    total $4,166 · management and general $4,166

  • 11f · Fees: investment management

    total $3,478 · management and general $3,478

  • 13 · Office expenses

    total $1,456 · management and general $1,456

  • 24a · Other expenses: TAXES AND FEES

    total $391 · management and general $391

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $123,277 · end of year $67,678

  • 2 · Savings and temporary cash investments

    beginning of year $716,194 · end of year $844,870

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $5,070

  • 25 · Other liabilities

    beginning of year $2,715 · end of year $3,236

  • 27 · Net assets without donor restrictions

    beginning of year $836,756 · end of year $914,382

Mission and programs · 2024

Mission

THE ORGANIZATION MISSION IS TO PROVIDE SCHOLARSHIPS AND FUNDS TO YOUTH PROJECTS IN THE TRI-VALLEY AREA AND AWARD GRANTS TO LOCAL AND INTERNATIONAL NOT-FOR-PROFIT ORGANIZATIONS.

Activities or mission (Part I)

PROVIDE SCHOLARSHIP FUNDS TO INDIVIDUALS, LOCAL AND INTERNATIONAL NONPROFIT ORGANIZATIONS.

  • PROVIDE FUNDS TO LOCAL AND INTERNATIONAL NOT FOR PROFIT ORGANIZATIONS

    Expenses $73,078 · Grants $73,078

As filed on the 2024 return.

Listed in Part VII

  • Kristen Bureman

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Ed Etzel

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Phil Stone

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • Tami Hennegan

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Kevin Greenlee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Casey Hunter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Steve Sherman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
24 October 2025
IRS schema version
2024v5.2
Source object
202513009349301716

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