HEALDSBURG ROTARY SCHOLARSHIP FUND
Cite this
Plain text HEALDSBURG ROTARY SCHOLARSHIP FUND. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/healdsburg-rotary-scholarship-fund-204779014. Retrieved 2026-10-22.
APA furp.org. (n.d.). HEALDSBURG ROTARY SCHOLARSHIP FUND [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 22, 2026, from https://furp.org/org/healdsburg-rotary-scholarship-fund-204779014
MLA “HEALDSBURG ROTARY SCHOLARSHIP FUND.” furp.org, tax years 2011–2024, https://furp.org/org/healdsburg-rotary-scholarship-fund-204779014. Accessed 22 Oct. 2026.
Retrieved 2026-10-22; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $166K · expenses $253K · assets $1.1M
- EIN
- 20-4779014
- Address
- PO BOX 671, HEALDSBURG, CA 95448-0671
- NTEE code
- B82
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- June 2006 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Principal officer
- Wally Schultz (its 2014 Form 990-N)
- Form 990-N e-postcards
- 1 filed, 2014 (organizations with gross receipts normally $50,000 or less file this instead of a full Form 990) IRS data ↗
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO PROVIDE SCHOLARSHIPS TO STUDENTS WHO RESIDE WITHIN THE HEALDSBURG UNIFIED HIGH SCHOOL DISTRICT FOR POST SECONDARY (COLLEGE OR TRADE SCHOOL) EDUCATION AND RELATED EXPENSES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 65 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
65 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Kellie Larson | Director | 2021-2024 | 10 | $0 reported | 2 |
| Jim Manly | Treasurer | 2023-2024 | 15 | $0 reported | 2 |
| Douglas Garrett | Secretary | 2024 | 5 | $0 reported | 2 |
| James Westfall | President | 2020-2024 | 5 | $0 reported | 2 |
| Jaime Campoverde | Director | 2024 | 5 | $0 reported | 2 |
| Paul Frechette | Director | 2018-2024 | 5 | $0 reported | 3 |
| Richard Cochran | Director | 2020-2024 | 5 | $0 reported | 2 |
| Graham Freeman | Director | 2022-2024 | 5 | $0 reported | 2 |
| Andy Elkind | Director | 2020-2024 | 5 | $0 reported | 2 |
| Dave Henderson | Director | 2024 | 5 | $0 reported | 2 |
| Jean Herschede | Director | 2012-2024 | 5 | $0 reported | 2 |
| Cathy King | Director | 2021-2024 | 5 | $0 reported | 2 |
| Tim Mann | Director | 2024 | 5 | $0 reported | 2 |
| Don Mitchell | Director | 2023-2024 | 5 | $0 reported | 2 |
| Norman Fujita | Director | 2022-2024 | 5 | $0 reported | 2 |
| Paul Garrett (former) | Secretary | 2022-2023 | 5 | $0 reported | 2 |
| John Avakian (former) | Director | 2012-2023 | 5 | $0 reported | 2 |
| James Brenton (former) | Director | 2023 | 5 | $0 reported | 2 |
| Devin Drew (former) | Director | 2023 | 5 | $0 reported | 2 |
| Jim Westfall (former) | President Elect | 2018-2023 | 5 | $0 reported | 2 |
| Patricia Fitchner (former) | Director | 2023 | 5 | $0 reported | 2 |
| Emily Martin (former) | President | 2023 | 5 | $0 reported | 2 |
| Richard Norgrove (former) | Director | 2021-2022 | 4 | $0 reported | 3 |
| Donald Mitchell (former) | Director | 2021-2022 | 4 | $0 reported | 2 |
| Jamie campoverde (former) | Secretary | 2021-2022 | 6 | $0 reported | 1 |
| Mark Decker (former) | Treasurer | 2018-2022 | 10 | $0 reported | 2 |
| Tricia Fichtner (former) | Director | 2021-2022 | 4 | $0 reported | 2 |
| Alexandra Rollins (former) | Director | 2021-2022 | 4 | $0 reported | 1 |
| Dick Cochran (former) | Director | 2021-2022 | 4 | $0 reported | 2 |
| Fred Roberts (former) | Director | 2020-2022 | 4 | $0 reported | 2 |
| Barbara Rosen (former) | Director | 2020-2022 | 4 | $0 reported | 2 |
| Doug Garrett (former) | President elect | 2020-2021 | 2 | $0 reported | 2 |
| Alex Rollins (former) | Director | 2020 | 2 | $0 reported | 2 |
| Richard Bertapelle (former) | President | 2019-2020 | 2 | $0 reported | 2 |
| Philip Luks (former) | Secretary | 2020 | 2 | $0 reported | 2 |
| Henk Peeters (former) | Director | 2012-2020 | 2 | $0 reported | 2 |
| John Merget (former) | Director | 2018-2020 | 2 | $0 reported | 2 |
| Kate Buchanan (former) | Secretary | 2016-2019 | 2 | $0 reported | 2 |
| Hank Peeters (former) | Youth Services | 2018 | 2 | $0 reported | 2 |
| Rich Bottarini (former) | President | 2015-2018 | 2 | $0 reported | 2 |
| Gloria Egger (former) | Secretary | 2012-2018 | 2 | $0 reported | 2 |
| Gary Anderson (former) | Past Treasurer | 2012-2018 | 2 | $0 reported | 2 |
| Jeff Civian (former) | Sgt. At Arms | 2018 | 2 | $0 reported | 2 |
| Pat Williams (former) | Club Service | 2016-2018 | 2 | $0 reported | 2 |
| Dick Bertapelle (former) | Community Servi | 2018 | 2 | $0 reported | 2 |
| Mel Schatz (former) | Public Relation | 2016-2018 | 2 | $0 reported | 2 |
| Mike Potmesil (former) | Rotary Intl Fou | 2018 | 2 | $0 reported | 2 |
| Brad Pender (former) | Past Treasurer | 2018 | 2 | $0 reported | 2 |
| Richard Bottarini (former) | Director | 2016 | 2 | $0 reported | 2 |
| Lynn Guthrie (former) | President | 2016 | 2 | $0 reported | 2 |
| John Hazlett (former) | Past President | 2012-2016 | 2 | $0 reported | 2 |
| Max Dunn (former) | Secretary | 2011-2016 | 2 | $0 reported | 2 |
| Grady Wann (former) | Director | 2012-2016 | 2 | $0 reported | 2 |
| Mike Potsemil (former) | Director | 2016 | 2 | $0 reported | 2 |
| Al Loebel (former) | Director | 2012-2016 | 2 | $0 reported | 2 |
| David Anderson (former) | President | 2012-2015 | 2 | $0 reported | 2 |
| Wally Schultz (former) | Director | 2011-2015 | 2 | $0 reported | 2 |
| Kate Buchannan (former) | Director | 2012-2015 | 2 | $0 reported | 2 |
| Tom Colbert (former) | Director | 2012-2015 | 2 | $0 reported | 2 |
| Lynda Gunthrie (former) | Director | 2012-2015 | 2 | $0 reported | 1 |
| Rob Jacobi (former) | Director | 2012-2015 | 2 | $0 reported | 2 |
| Kent Mitchell (former) | Director | 2011-2015 | 2 | $0 reported | 3 |
| Dave Kenady (former) | Director | 2012-2015 | 2 | $0 reported | 2 |
| Brent Stanley (former) | Director | 2012-2015 | 2 | $0 reported | 2 |
| Jerry Ogden (former) | Director | 2012 | 2 | $0 reported | 2 |
People by year
2024 · 15 people listed · none paid · 0 employees · 68 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Kellie Larson | Director | 10 | $0 | $0 | $0 | $0 | 2 |
| Jim Manly | Treasurer | 15 | $0 | $0 | $0 | $0 | 2 |
| Douglas Garrett | Secretary | 5 | $0 | $0 | $0 | $0 | 2 |
| Jaime Campoverde | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| Paul Frechette | Director | 5 | $0 | $0 | $0 | $0 | 3 |
| Richard Cochran | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| Graham Freeman | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| Andy Elkind | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| James Westfall | President | 5 | $0 | $0 | $0 | $0 | 2 |
| Dave Henderson | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| Jean Herschede | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| Cathy King | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| Tim Mann | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| Don Mitchell | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| Norman Fujita | Director | 5 | $0 | $0 | $0 | $0 | 2 |
2023 · 15 people listed · none paid · 0 employees · 68 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Kellie Larson | CEO | 10 | $0 | $0 | $0 | $0 | 2 |
| Jim Manly | Treasurer | 15 | $0 | $0 | $0 | $0 | 2 |
| Paul Garrett | Secretary | 5 | $0 | $0 | $0 | $0 | 2 |
| John Avakian | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| James Brenton | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| Richard Cochran | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| Devin Drew | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| Andy Elkind | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| Jim Westfall | President Elect | 5 | $0 | $0 | $0 | $0 | 2 |
| Patricia Fitchner | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| Jean Herschede | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| Cathy King | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| Emily Martin | President | 5 | $0 | $0 | $0 | $0 | 2 |
| Don Mitchell | Director | 5 | $0 | $0 | $0 | $0 | 2 |
| Norman Fujita | Director | 5 | $0 | $0 | $0 | $0 | 2 |
2022 · 15 people listed · none paid · 0 employees · 68 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Donald Mitchell | Director | 4 | $0 | $0 | $0 | $0 | 2 |
| Richard Norgrove | Director | 4 | $0 | $0 | $0 | $0 | 3 |
| Jamie campoverde | Secretary | 6 | $0 | $0 | $0 | $0 | 1 |
| Mark Decker | Treasurer | 10 | $0 | $0 | $0 | $0 | 2 |
| Graham Freeman | Director | 4 | $0 | $0 | $0 | $0 | 2 |
| Tricia Fichtner | Director | 4 | $0 | $0 | $0 | $0 | 2 |
| Alexandra Rollins | Director | 4 | $0 | $0 | $0 | $0 | 1 |
| Cathy King | Director | 4 | $0 | $0 | $0 | $0 | 2 |
| Kellie Larson | President Elect | 4 | $0 | $0 | $0 | $0 | 2 |
| Dick Cochran | Director | 4 | $0 | $0 | $0 | $0 | 2 |
| Fred Roberts | Director | 4 | $0 | $0 | $0 | $0 | 2 |
| Barbara Rosen | Director | 4 | $0 | $0 | $0 | $0 | 2 |
| Paul Garrett | President | 7 | $0 | $0 | $0 | $0 | 2 |
| Andy Elkind | Director | 4 | $0 | $0 | $0 | $0 | 2 |
| Norman Fujita | Director | 4 | $0 | $0 | $0 | $0 | 2 |
2021 · 13 people listed · none paid · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Donald Mitchell | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Richard Norgrove | President | 2 | $0 | $0 | $0 | $0 | 3 |
| Jamie campoverde | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Mark Decker | Treasurer | 2 | $0 | $0 | $0 | $0 | 2 |
| Doug Garrett | President elect | 2 | $0 | $0 | $0 | $0 | 2 |
| Tricia Fichtner | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Alexandra Rollins | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Cathy King | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Kellie Larson | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Dick Cochran | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Fred Roberts | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Barbara Rosen | Past President | 2 | $0 | $0 | $0 | $0 | 2 |
| Andy Elkind | Director | 2 | $0 | $0 | $0 | $0 | 2 |
2020 · 14 people listed · none paid · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Paul Frechette | Past President | 2 | $0 | $0 | $0 | $0 | 3 |
| Richard Bertapelle | President | 2 | $0 | $0 | $0 | $0 | 2 |
| Philip Luks | Secretary | 2 | $0 | $0 | $0 | $0 | 2 |
| Mark Decker | Treasurer | 2 | $0 | $0 | $0 | $0 | 2 |
| Doug Garrett | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| James Westfall | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Alex Rollins | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Richard Cochran | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Jean Herschede | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Henk Peeters | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Fred Roberts | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Barbara Rosen | President elect | 2 | $0 | $0 | $0 | $0 | 2 |
| John Merget | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Andy Elkind | Director | 2 | $0 | $0 | $0 | $0 | 2 |
2019 · 4 people listed · none paid · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Paul Frechette | President | 2 | $0 | $0 | $0 | $0 | 3 |
| Richard Bertapelle | President Elect | 2 | $0 | $0 | $0 | $0 | 2 |
| Kate Buchanan | Secretary | 2 | $0 | $0 | $0 | $0 | 2 |
| Mark Decker | Treasurer | 2 | $0 | $0 | $0 | $0 | 2 |
2018 · 16 people listed · none paid · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Rich Bottarini | President | 2 | $0 | $0 | $0 | $0 | 2 |
| Kate Buchanan | Past President | 2 | $0 | $0 | $0 | $0 | 2 |
| Paul Frechette | President Elect | 2 | $0 | $0 | $0 | $0 | 3 |
| Gloria Egger | Secretary | 2 | $0 | $0 | $0 | $0 | 2 |
| Gary Anderson | Past Treasurer | 2 | $0 | $0 | $0 | $0 | 2 |
| Jeff Civian | Sgt. At Arms | 2 | $0 | $0 | $0 | $0 | 2 |
| Pat Williams | Club Service | 2 | $0 | $0 | $0 | $0 | 2 |
| Dick Bertapelle | Community Servi | 2 | $0 | $0 | $0 | $0 | 2 |
| Jean Herschede | International S | 2 | $0 | $0 | $0 | $0 | 2 |
| Jim Westfall | Membership | 2 | $0 | $0 | $0 | $0 | 2 |
| Mel Schatz | Public Relation | 2 | $0 | $0 | $0 | $0 | 2 |
| Mike Potmesil | Rotary Intl Fou | 2 | $0 | $0 | $0 | $0 | 2 |
| Hank Peeters | Youth Services | 2 | $0 | $0 | $0 | $0 | 2 |
| John Merget | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Brad Pender | Past Treasurer | 2 | $0 | $0 | $0 | $0 | 2 |
| Mark Decker | Treasurer | 2 | $0 | $0 | $0 | $0 | 2 |
2016 · 14 people listed · none paid · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Lynn Guthrie | President | 2 | $0 | $0 | $0 | $0 | 2 |
| Kate BUchanan | President Elect | 2 | $0 | $0 | $0 | $0 | 2 |
| John Hazlett | Past President | 2 | $0 | $0 | $0 | $0 | 2 |
| Max Dunn | Secretary | 2 | $0 | $0 | $0 | $0 | 2 |
| Gary Anderson | Treasurer | 2 | $0 | $0 | $0 | $0 | 2 |
| Grady Wann | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Henk Peeters | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Pat Williams | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Jean Herschede | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Mike Potsemil | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Mel Schatz | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Richard Bottarini | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| John Avakian | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Al Loebel | Director | 2 | $0 | $0 | $0 | $0 | 2 |
2015 · 19 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| David Anderson | President | 2 | $0 | - | - | $0 | 2 |
| Max Dunn | Secretary | 2 | $0 | - | - | $0 | 2 |
| Wally Schultz | Director | 2 | $0 | - | - | $0 | 2 |
| John Avakian | Vice President | 2 | $0 | - | - | $0 | 2 |
| Gary Anderson | Treasurer | 2 | $0 | - | - | $0 | 2 |
| Kate Buchannan | Director | 2 | $0 | - | - | $0 | 2 |
| Tom Colbert | Director | 2 | $0 | - | - | $0 | 2 |
| Gloria Egger | Director | 2 | $0 | - | - | $0 | 2 |
| Lynda Gunthrie | Director | 2 | $0 | - | - | $0 | 1 |
| John Hazlett | Director | 2 | $0 | - | - | $0 | 2 |
| Jean Herschede | Director | 2 | $0 | - | - | $0 | 2 |
| Rob Jacobi | Director | 2 | $0 | - | - | $0 | 2 |
| Grady Wann | Director | 2 | $0 | - | - | $0 | 2 |
| Al Loebel | Director | 2 | $0 | - | - | $0 | 2 |
| Kent Mitchell | Director | 2 | $0 | - | - | $0 | 3 |
| Rich Bottarini | Director | 2 | $0 | - | - | $0 | 2 |
| Henk Peeters | Director | 2 | $0 | - | - | $0 | 2 |
| Dave Kenady | Director | 2 | $0 | - | - | $0 | 2 |
| Brent Stanley | Director | 2 | $0 | - | - | $0 | 2 |
2012 · 19 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Grady Wann | Director | 2 | $0 | - | - | $0 | 2 |
| Brent Stanley | Director | 2 | $0 | - | - | $0 | 2 |
| Henk Peeters | Director | 2 | $0 | - | - | $0 | 2 |
| Jerry Ogden | Director | 2 | $0 | - | - | $0 | 2 |
| Kent Mitchell | Director | 2 | $0 | - | - | $0 | 3 |
| Al Loebel | Director | 2 | $0 | - | - | $0 | 2 |
| Dave Kenady | Director | 2 | $0 | - | - | $0 | 2 |
| Rob Jacobi | Director | 2 | $0 | - | - | $0 | 2 |
| Jean Herschede | Director | 2 | $0 | - | - | $0 | 2 |
| John Hazlett | Director | 2 | $0 | - | - | $0 | 2 |
| Lynda Gunthrie | Director | 2 | $0 | - | - | $0 | 1 |
| Gloria Egger | Director | 2 | $0 | - | - | $0 | 2 |
| Tom Colbert | Director | 2 | $0 | - | - | $0 | 2 |
| Kate Buchannan | Director | 2 | $0 | - | - | $0 | 2 |
| Gary Anderson | Director | 2 | $0 | - | - | $0 | 2 |
| John Avakian | Vice President | 2 | $0 | - | - | $0 | 2 |
| Wally Schultz | Treasurer | 2 | $0 | - | - | $0 | 2 |
| Max Dunn | Secretary | 2 | $0 | - | - | $0 | 2 |
| David Anderson | President | 2 | $0 | - | - | $0 | 2 |
2011 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WALLY SCHULTZ | Treasurer | 2 | $0 | - | - | $0 | 2 |
| MAX DUNN | Secretary | 2 | $0 | - | - | $0 | 2 |
| KENT MITCHELL | President | 2 | $0 | - | - | $0 | 3 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $165,914 | $252,679 | $1,055,552 | $1,055,552 | $28,191 | $1,050 | $0 | 0 | 68 |
| 2023 · Form 990 | ||||||||
| $214,467 | $101,009 | $1,089,098 | $1,085,098 | $73,377 | $3,539 | $0 | 0 | 68 |
| 2022 · Form 990 | ||||||||
| $169,744 | $94,367 | $834,950 | $834,949 | $55,975 | $0 | $0 | 0 | 68 |
| 2021 · Form 990 | ||||||||
| $122,370 | $89,829 | $689,762 | $686,762 | $111,807 | $0 | $0 | 0 | 14 |
| 2020 · Form 990 | ||||||||
| $86,254 | $71,696 | $726,513 | $726,513 | $37,673 | $30,573 | $0 | 0 | 14 |
| 2019 · Form 990 | ||||||||
| $89,124 | $69,613 | $591,457 | $591,457 | $73,314 | $1,693 | $0 | 0 | 14 |
| 2018 · Form 990 | ||||||||
| $61,377 | $71,115 | $569,897 | $569,897 | $38,107 | $0 | $0 | 0 | 14 |
| 2016 · Form 990 | ||||||||
| $115,153 | $44,477 | $525,589 | $525,589 | $96,227 | $0 | $0 | 0 | 14 |
| 2015 · Form 990EZ | ||||||||
| $83,265 | $26,600 | $428,863 | $428,863 | $55,415 | - | - | - | - |
| 2012 · Form 990EZ | ||||||||
| $39,733 | $16,640 | $327,459 | $327,459 | $37,904 | $191 | - | - | - |
| 2011 · Form 990EZ | ||||||||
| $43,225 | $26,426 | $275,401 | $275,401 | $37,330 | - | - | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- ROTARY INTERNATIONAL Healdsburg, CA · 15 people in common (Andy Elkind, Cathy King, Dave Henderson)
- HEALDSBURG PERFORMING ARTS THEATER INC Healdsburg, CA · 1 person in common (Paul Frechette)
Funders of this organization
4 grantors reported grants to this organization, $69,988 in all, tax years 2016 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| ROTARY INTERNATIONAL | Public charity | Exact | 2016 | 1 | $49,500 | 2016 | $49,500 | show |
| FORGOOD INC | DAF sponsor | Exact | 2016 | 1 | $13,738 | 2016 | $13,738 | show |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | DAF sponsor | Exact | 2023 | 1 | $6,000 | 2023 | $6,000 | show |
| AGNES B KLINE MEMORIAL FOUNDATION | Private foundation | Fuzzy filed as “Healdsburg Rotary Scholarship Fund” | 2022-2023, 2025 | 3 | $750 | 2025 | $250 | show |
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| LOCAL 39 EDUCATIONAL SCHOLARSHIP FUND | CA | B82 | $183,736 | $107,649 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
| CORNING UNION HIGH SCHOOL CHARITABLE PRIVATE FOUNDATION | CA | B82 | $167,815 | $192,867 | CBO | $125,324 | Same NTEE code B82, revenue within 2x, same state, similar mission |
| CULVER CITY COMMUNITY SCHOLARSHIP FUND INC | CA | B82 | $164,007 | $222,026 | President | $0 | Same NTEE code B82, revenue within 2x, same state |
| ASSIST A GRAD SCHOLARSHIP FOUNDATION INC | CA | B82 | $179,950 | $174,464 | President | $0 | Same NTEE code B82, revenue within 2x, same state |
| TULARE COUNTY FARM BUREAU EDUCATIONAL & SCHOLARSHIP FUND TR | CA | B82 | $168,611 | $116,433 | Trustee | $0 | Same NTEE code B82, revenue within 2x, same state |
| MARINE CORPS SCHOLARSHIP GOLF TOURNAMENT INC | CA | B82 | $165,267 | $145,851 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
| FINANCIAL WOMENS ASSOCIATION OF SAN FRANCISCO SCHOLARSHIP FUND INC | CA | B82 | $186,797 | $207,087 | President | $0 | Same NTEE code B82, revenue within 2x, same state |
| STEVEN G MIHAYLO BIG BEAR HIGH SCHOOL EDUCATION FOUNDATION | CA | B82 | $158,603 | $99,771 | Executive Dir. | $12,000 | Same NTEE code B82, revenue within 2x, same state, similar mission |
| ROTARY CLUB OF MOUNT SHASTA FOUNDATION | CA | B82 | $188,366 | $184,723 | President | $0 | Same NTEE code B82, revenue within 2x, same state |
| CHRIS BORTON MEMORIAL SCHOLARSHIP FUND | CA | B82 | $152,264 | $79,883 | Director | $0 | Same NTEE code B82, revenue within 2x, same state |
| PLACER UNION HIGH SCHOOL DISTRICT EDUCATIONAL FOUNDATION | CA | B82 | $146,293 | $103,350 | Treasurer (THRU 12/16/2024) | $0 | Same NTEE code B82, revenue within 2x, same state |
| PLASTERERS & CEMENT MASONS SCHOLARSHIP FOUNDATION | CA | B82 | $178,387 | $125,960 | President | $0 | Same NTEE code B82, revenue within 2x, same state |
| COLUSA COUNTY SCHOLARSHIP FOUNDATION INC | CA | B82 | $157,928 | $122,991 | Vice President | $0 | Same NTEE code B82, revenue within 2x, same state |
| LABORERS LOCAL 300 SCHOLARSHIP FUND | CA | B82 | $148,645 | $128,994 | CHAIRMAN/TRUSTEE | $625,405 | Same NTEE code B82, revenue within 2x, same state |
| WOODLAND SUNRISE ROTARY FOUNDATION | CA | B82 | $169,522 | $138,811 | President | $0 | Same NTEE code B82, revenue within 2x, same state |
| CMACN EDUCATION AND RESEARCH FOUNDATION | CA | B82 | $154,557 | $120,799 | CEO | $0 | Same NTEE code B82, revenue within 2x, same state |
| NEW STAR SCHOLARSHIP FOUNDATION | CA | B82 | $152,959 | $140,797 | CEO | $0 | Same NTEE code B82, revenue within 2x, same state |
| FREMONT HIGH SCHOOL ALUMNI | CA | B82 | $191,035 | $99,686 | VICE PRESIDE | $0 | Same NTEE code B82, revenue within 2x, same state |
| ANC SCHOLARSHIP FOUNDATION | CA | B82 | $167,313 | $151,968 | DIRECTOR | $0 | Same NTEE code B82, revenue within 2x, same state |
| EDWARD HOSHARIAN FOUNDATION INC | CA | B82 | $150,180 | $71,606 | President | $0 | Same NTEE code B82, revenue within 2x, same state |
| UPWIND FOUNDATION INC | CA | B82 | $148,185 | $92,052 | Chairman and Executive Director | $0 | Same NTEE code B82, revenue within 2x, same state |
| ROTARY CLUB OF ARDEN ARACADE FOUNDATION | CA | B82 | $176,458 | $119,908 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
| SOUTH PLACER ROTARY FOUNDATION INC | CA | B82 | $147,824 | $49,925 | President | $0 | Same NTEE code B82, revenue within 2x, same state |
| LOS BANOS HIGH SCHOOL SPORTS BOOSTERS | CA | B82 | $179,193 | $228,017 | President | $0 | Same NTEE code B82, revenue within 2x, same state |
| CARMEL HIGH SCHOOL FOUNDATION | CA | B82 | $146,960 | $110,025 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $252,679 spent · pay $0 · grants $248,016 · events $69,169
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $248,016 | $248,016 | - | - | 98.2% | |
| Other (as described) | banking charges | $4,270 | $4,270 | - | - | 1.7% |
| Other (as described) | Postage and Shipping | $191 | $191 | - | - | 0.1% |
| Other (as described) | Printing and Publications | $95 | $95 | - | - | 0.0% |
| Other (as described) | Tax and license fees | $75 | - | $75 | - | 0.0% |
| Office expenses | $32 | $32 | - | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $149,951 | $69,169 | reported apart | |||
| Total | $252,679 | 100% |
2023 · Form 990 · $101,009 spent · pay $0 · grants $89,840 · events $54,741
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $89,840 | $89,840 | - | - | 88.9% | |
| Other (as described) | banking charges | $5,393 | - | $5,393 | - | 5.3% |
| Other (as described) | Other business expenses | $3,539 | - | $3,539 | - | 3.5% |
| Other (as described) | Unapplied Cash Bill Payments | $1,200 | - | $1,200 | - | 1.2% |
| Fees: other services | $750 | - | $750 | - | 0.7% | |
| Other (as described) | Tax and license fees | $155 | - | $155 | - | 0.2% |
| All other expenses | $132 | - | $132 | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $180,365 | $54,741 | reported apart | |||
| Total | $101,009 | 100% |
2022 · Form 990 · $94,367 spent · pay $0 · grants $88,676 · events $45,541
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $88,676 | $88,676 | - | - | 94.0% | |
| Other (as described) | banking charges | $4,866 | $4,866 | - | - | 5.2% |
| Fees: accounting | $750 | - | $750 | - | 0.8% | |
| Other (as described) | Tax and license fees | $75 | - | $75 | - | 0.1% |
| Fundraising events Event | direct expenses; gross income $144,181 | $45,541 | reported apart | |||
| Total | $94,367 | 100% |
2021 · Form 990 · $89,829 spent · pay $0 · grants $70,450 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $70,450 | $70,450 | - | - | 78.4% | |
| Other (as described) | Crab Feed | $18,629 | - | - | $18,629 | 20.7% |
| Fees: accounting | $750 | - | $750 | - | 0.8% | |
| Total | $89,829 | 100% |
2020 · Form 990 · $71,696 spent · pay $0 · grants $69,469 · events $3,947
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $46,700 | $46,700 | - | - | 65.1% | |
| Grants to US organizations and governments | $22,769 | $22,769 | - | - | 31.8% | |
| Fees: other services | $1,280 | $1,280 | - | - | 1.8% | |
| Fees: accounting | $750 | - | $750 | - | 1.0% | |
| Other (as described) | bank & finance chgs | $100 | $100 | - | - | 0.1% |
| Other (as described) | TAXES AND FEES | $35 | $35 | - | - | 0.0% |
| Other (as described) | Postage and Shipping | $33 | $33 | - | - | 0.0% |
| Office expenses | $29 | $29 | - | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $9,320 | $3,947 | reported apart | |||
| Total | $71,696 | 100% |
2019 · Form 990 · $69,613 spent · pay $0 · grants $66,940 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $66,940 | $66,940 | - | - | 96.2% | |
| Other (as described) | TAXES AND FEES | $1,695 | - | $1,695 | - | 2.4% |
| Fees: accounting | $750 | - | $750 | - | 1.1% | |
| Other (as described) | Administrative expenses | $228 | - | $228 | - | 0.3% |
| Total | $69,613 | 100% |
2018 · Form 990 · $71,115 spent · pay $0 · grants $71,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $71,000 | $71,000 | - | - | 99.8% | |
| Office expenses | $65 | $65 | - | - | 0.1% | |
| Other (as described) | TAXES AND FEES | $35 | - | $35 | - | 0.0% |
| Other (as described) | Brokerage Commissions | $15 | - | $15 | - | 0.0% |
| Total | $71,115 | 100% |
2016 · Form 990 · $44,477 spent · pay $0 · grants $44,050 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $44,050 | $44,050 | - | - | 99.0% | |
| Fees: accounting | $350 | - | $350 | - | 0.8% | |
| Other (as described) | Other admin expenses | $77 | - | $77 | - | 0.2% |
| Total | $44,477 | 100% |
2015 · Form 990EZ · $26,600 spent · pay $0 · grants $26,350 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $26,350 | 99.1% | |
| Fees to independent contractors | $250 | 0.9% | |
| Total | $26,600 | 100% |
2012 · Form 990EZ · $16,640 spent · pay $0 · grants $16,100 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $16,100 | 96.8% | |
| Fees to independent contractors | $350 | 2.1% | |
| Other expenses (detail on Schedule O) | $141 | 0.8% | |
| Printing, publications, postage | $49 | 0.3% | |
| Total | $16,640 | 100% |
2011 · Form 990EZ · $26,426 spent · pay $0 · grants $25,775 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $25,775 | 97.5% | |
| Fees to independent contractors | $596 | 2.3% | |
| Other expenses (detail on Schedule O) | $55 | 0.2% | |
| Total | $26,426 | 100% |