Napa Rotary Endowment

  • Napa, CA
  • Tax-exempt since May 1984
  • EIN: 68-0005112

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,413
Expenses
$20,488
Net Income
$9,925
Net Assets
$255,096
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $8,061
26.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,352
73.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $255,096
Total Liabilities $0
Net Assets $255,096
Compensation
Key Employees and Officers Compensation Related Other
Joyce Prescott (President) $0 $0 $0
Alston Haynes (Vice President) $0 $0 $0
Jill Barwick (Secretary/Treasurer) $0 $0 $0
John Cardinale (Sergeant At Arms) $0 $0 $0
James Lyon (Immediate Past President) $0 $0 $0
George Hahalis (Director) $0 $0 $0
Constance Coughlan (Director) $0 $0 $0
Tom Nelson (Director) $0 $0 $0
Kristine Youngberg (Director) $0 $0 $0
Ernest Cabral (Director) $0 $0 $0
Christine Matulich (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on June 25, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,204
Expenses
$11,209
Net Income
-$8,005
Net Assets
$238,222
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3,204
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $238,222
Total Liabilities $0
Net Assets $238,222
Compensation
Key Employees and Officers Compensation Related Other
Jon Crawford (President) $0 $0 $0
Joyce Prescott (Vice President) $0 $0 $0
Jill Barwick (Secretary) $0 $0 $0
Christina Mitchell (Treasurer) $0 $0 $0
John Cardinale (Sergeant At Arms) $0 $0 $0
James Lyon (Immediate Past President) $0 $0 $0
Alston Haynes (Director) $0 $0 $0
Constance Coughlan (Director) $0 $0 $0
Zacary Weirich (Director) $0 $0 $0
Dana Zanone (Director) $0 $0 $0
Christine Matulich (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,441
Expenses
$15,782
Net Income
-$11,341
Net Assets
$238,085
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4,441
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $238,085
Total Liabilities $0
Net Assets $238,085
Compensation
Key Employees and Officers Compensation Related Other
James Lyon (President) $0 $0 $0
Jon Crawford (Vice President) $0 $0 $0
Jill Barwick (Secretary) $0 $0 $0
Christina Mitchell (Treasurer) $0 $0 $0
John Cardinale (Sergeant At Arms) $0 $0 $0
Jason Luros (Immediate Past President) $0 $0 $0
Alston Haynes (Director) $0 $0 $0
Joyce Prescott (Director) $0 $0 $0
Scott Williams (Director) $0 $0 $0
Dana Zanone (Director) $0 $0 $0
Christine Matulich (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 23, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,310
Expenses
$11,238
Net Income
-$2,928
Net Assets
$250,255
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4,720
56.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,590
43.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $250,255
Total Liabilities $0
Net Assets $250,255
Compensation
Key Employees and Officers Compensation Related Other
Jason Luros (President) $0 $0 $0
James Lyon (Vice President) $0 $0 $0
Jill Barwick (Secretary) $0 $0 $0
Christina Mitcell (Treasurer) $0 $0 $0
John Cardinale (Sergeant At Arms) $0 $0 $0
Jean Donaldson (Immediate Past President) $0 $0 $0
Bruce Bardessono (Director) $0 $0 $0
Jon Crawford (Director) $0 $0 $0
Scott Williams (Director) $0 $0 $0
Dana Zanone (Director) $0 $0 $0
Sarah Hanley (Director) $0 $0 $0
Beth Cahiga (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 16, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$5,194
Expenses
$10,286
Net Income
-$5,092
Net Assets
$196,777
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4,571
88.0%
Net Fundraising $0
Sales of Assets $623
12.0%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $196,777
Total Liabilities $0
Net Assets $196,777
Compensation
Key Employees and Officers Compensation Other
Jean Donaldson (President) $0 $0
Robert Green (Past President) $0 $0
Jill Barwick (Secretary) $0 $0
Nancy Lewis Heloites (Treasurer) $0 $0
John Cardinale (Sergeant At Arms) $0 $0
Jason Luros (Vice Pres/Director) $0 $0
Dave Wildhagen (Director) $0 $0
Gary Ettinger (Director) $0 $0
George Hahalis (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 3, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$7,237
Expenses
$11,231
Net Income
-$3,994
Net Assets
$199,689
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $5,375
74.3%
Net Fundraising $0
Sales of Assets $1,862
25.7%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $199,689
Total Liabilities $0
Net Assets $199,689

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$5,387
Expenses
$10,549
Net Income
-$5,162
Net Assets
$198,802
Notable Sources of Revenue Percent of Total Revenue
Contributions $500
9.3%
Program Services $0
Investment Income $4,362
81.0%
Net Fundraising $0
Sales of Assets $525
9.7%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $198,802
Total Liabilities $0
Net Assets $198,802
Compensation
Key Employees and Officers Compensation Other
Karen Hunt (Past President) $0 $0
John Prescott (President) $0 $0
Jill Barwick (Secretary) $0 $0
Margaret Hager (Treasurer) $0 $0
John Cardinale (Sergeant At Arms) $0 $0
Jason Luros (Director) $0 $0
Wayne Lipps (Director) $0 $0
Jeanne Jones (Director) $0 $0
Ken Williams (Director) $0 $0
Christopher Mouriski (Director) $0 $0
Brian Gross (President Elect) $0 $0
Kevin Massie (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 10, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$21,548
Expenses
$10,573
Net Income
$10,975
Net Assets
$204,028
Notable Sources of Revenue Percent of Total Revenue
Contributions $50
0.2%
Program Services $0
Investment Income $7,563
35.1%
Net Fundraising $0
Sales of Assets $13,935
64.7%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $204,028
Total Liabilities $0
Net Assets $204,028
Compensation
Key Employees and Officers Compensation Other
Dale Carriker (Past President) $0 $0
Karen Hunt (President) $0 $0
Jill Barwick (Secretary) $0 $0
Margaret Hager (Treasurer) $0 $0
John Cardinale (Sergeant At Arms) $0 $0
Ryan Heidrich (Director) $0 $0
Jason Luros (Director) $0 $0
Michael Davis (Foundation Chair) $0 $0
Jeanne Jones (Director) $0 $0
Ken Williams (Director) $0 $0
Christopher Mouriski (Director) $0 $0
Brian Gross (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 15, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$14,609
Expenses
$10,393
Net Income
$4,216
Net Assets
$199,459
Notable Sources of Revenue Percent of Total Revenue
Contributions $555
3.8%
Program Services $0
Investment Income $12,537
85.8%
Net Fundraising $0
Sales of Assets $1,517
10.4%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $199,459
Total Liabilities $0
Net Assets $199,459
Compensation
Key Employees and Officers Compensation Other
Dale Carriker (President) $0 $0
Brenda Perry (Secretary) $0 $0
Laura Wintz (Treasurer) $0 $0
Barbara Nemko (Past President) $0 $0
Jason Luros (Director) $0 $0
Brenda Speth (Director) $0 $0
John Cardinale (Director) $0 $0
Michael Davis (Foundation Chair) $0 $0
Maren Namdar (Membership Chair) $0 $0
Juliana Inman (Director) $0 $0
Glenn Giamo (Director) $0 $0
Phil Champlin (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 13, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$14,738
Expenses
$2,383
Net Income
$12,355
Net Assets
$210,983
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,585
37.9%
Program Services $0
Investment Income $9,153
62.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $210,983
Total Liabilities $0
Net Assets $210,983
Compensation
Key Employees and Officers Compensation Other
Barbara Nemko (President) $0 $0
Brenda Perry (Secretary) $0 $0
Laura Wintz (Treasurer) $0 $0
Kent Gardella (Past President) $0 $0
Jason Luros (Director) $0 $0
Brenda Speth (Director) $0 $0
John Cardinale (Director) $0 $0
Michael Davis (Foundation Chair) $0 $0
Karen Hunt (Director) $0 $0
Maren Namdar (Membership Chair) $0 $0
Juliana Inman (Director) $0 $0
Glenn Giamo (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 14, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$7,371
Expenses
$2,504
Net Income
$4,867
Net Assets
$185,497
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,150
29.2%
Program Services $0
Investment Income $5,221
70.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $185,497
Total Liabilities $0
Net Assets $185,497

Document Links

990-EZ
Filed on July 3, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$714
Expenses
$0
Net Income
$714
Net Assets
$181,839
Notable Sources of Revenue Percent of Total Revenue
Contributions $10
1.4%
Program Services $0
Investment Income $704
98.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $181,839
Total Liabilities $0
Net Assets $181,839

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$9,133
Expenses
$4,284
Net Income
$4,849
Net Assets
$186,833
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,206
78.9%
Program Services $0
Investment Income $1,927
21.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $186,833
Total Liabilities $0
Net Assets $186,833

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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