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Petaluma Valley Rotary Trust

  • Petaluma, CA
  • Tax-exempt since Oct. 1994
  • EIN: 68-0222925

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.

Summary charts: organization finances over time

Revenue
$72k (2025)

Expenses
$65k (2025)

Total Assets
$335k (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

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
2025

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$72,044
Expenses
$64,998
Net Income
$7,046
Net Assets
$335,471
Notable Sources of Revenue Percent of Total Revenue
Contributions $72,044
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $335,471
Total Liabilities $0
Net Assets $335,471
Compensation
Key Employees and Officers Compensation Other
John Burns (Director) $0 $0
Jennifer Carter (President) $0 $0
David Barbieri (Director) $0 $0
Walt Hussey (Secretary) $0 $0
John Moller (Webmaster Past) $0 $0
Juli Ann Lederhaus (Director) $0 $0
Jeff Rutherford (Trust Treasurer) $0 $0
Josephine Thornton (Director) $0 $0
Patricia Thomas (Club Director) $0 $0
Renee Mckenna (Director) $0 $0
Pat Baird Hendrey (Club Treasurer) $0 $0
Nicole Wade (Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 18, 2025

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

View Filing
XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$73,621
Expenses
$80,573
Net Income
-$6,952
Net Assets
$296,699
Notable Sources of Revenue Percent of Total Revenue
Contributions $73,621
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $296,699
Total Liabilities $0
Net Assets $296,699
Compensation
Key Employees and Officers Compensation Other
John Burns (Director) $0 $0
Jennifer Carter (President) $0 $0
David Barbieri (Director) $0 $0
Walt Hussey (Secretary) $0 $0
John Moller (Webmaster Pa) $0 $0
Juli Ann Lederhaus (Director) $0 $0
Jeff Rutherford (Trust Treasu) $0 $0
Josephine Thornton (Director) $0 $0
Patricia Thomas (Club Directo) $0 $0
Renee Mckenna (Director) $0 $0
Pat Baird Hendrey (Club Treasur) $0 $0
Nicole Wade (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 7, 2024

Short form 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 990-EZ
Revenue
$160,842
Expenses
$75,047
Net Income
$85,795
Net Assets
$279,479
Notable Sources of Revenue Percent of Total Revenue
Contributions $160,842
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $279,479
Total Liabilities $0
Net Assets $279,479
Compensation
Key Employees and Officers Compensation Other
John Burns (Chairman) $0 $0
Jennifer Carter (Director) $0 $0
Libby Fitzgerald (Director) $0 $0
Walt Hussey (Secretary) $0 $0
John Moller (Director) $0 $0
Michelle Patino (Director) $0 $0
Yvonne Cordoza (Chairman) $0 $0
Jim O'grady (Director) $0 $0
Matthew David Stone (Director) $0 $0
Juli Ann Lederhaus (Director) $0 $0
Cheri Page (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 8, 2023

Short form 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 990-EZ
Revenue
$41,761
Expenses
$76,114
Net Income
-$34,353
Net Assets
$193,684
Notable Sources of Revenue Percent of Total Revenue
Contributions $29,659
71.0%
Program Services $0
Investment Income $12,102
29.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $193,684
Total Liabilities $0
Net Assets $193,684
Compensation
Key Employees and Officers Compensation Other
John Burns (Chairman) $0 $0
Jennifer Carter (Director) $0 $0
Libby Fitzgerald (Director) $0 $0
Walt Hussey (Secretary) $0 $0
John Moller (Director) $0 $0
Michelle Patino (Director) $0 $0
Yvonne Cordoza (Chairman) $0 $0
Jim O'grady (Director) $0 $0
Matthew David Stone (Director) $0 $0
Juli Ann Lederhaus (Director) $0 $0
Cheri Page (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on June 23, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$60,077
Expenses
$75,501
Net Income
-$15,424
Net Assets
$228,037
Notable Sources of Revenue Percent of Total Revenue
Contributions $52,136
86.8%
Program Services $0
Investment Income $7,941
13.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $228,037
Total Liabilities $0
Net Assets $228,037
Compensation
Key Employees and Officers Compensation Other
John Burns (Chairman) $0 $0
Jennifer Carter (Director) $0 $0
Bruce Schumikowski (Director) $0 $0
Walt Hussey (Secretary) $0 $0
Cierra Pratt (Director) $0 $0
Connie Madrid (Director) $0 $0
Yvonne Cordoza (Director) $0 $0
Jim O'grady (Director) $0 $0
Dawn Davis (Director) $0 $0
Janet Seddon (Director) $0 $0
Tony Lander (Director) $0 $0
Cheri Page (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 21, 2021

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$109,617
Expenses
$75,364
Net Income
$34,253
Net Assets
$243,461
Notable Sources of Revenue Percent of Total Revenue
Contributions $84,638
77.2%
Program Services $0
Investment Income $24,979
22.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $243,461
Total Liabilities $0
Net Assets $243,461
Compensation
Key Employees and Officers Compensation Other
John Burns (Director) $0 $0
Jennifer Carter (Director) $0 $0
Bruce Schumikowski (Chair) $0 $0
Walt Hussey (Secretary) $0 $0
Cierra Pratt (Director) $0 $0
Connie Madrid (Director) $0 $0
Yvonne Cordoza (Director) $0 $0
Jim O'grady (Director) $0 $0
Dawn Davis (Director) $0 $0
Janet Seddon (Director) $0 $0
Tony Lander (Director) $0 $0
Cheri Page (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 28, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$83,696
Expenses
$72,986
Net Income
$10,710
Net Assets
$209,208
Notable Sources of Revenue Percent of Total Revenue
Contributions $78,049
93.3%
Program Services $0
Investment Income $3,857
4.6%
Net Fundraising $0
Sales of Assets $1,790
2.1%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $209,208
Total Liabilities $0
Net Assets $209,208
Compensation
Key Employees and Officers Compensation Other
John Burns (Director) $0 $0
Jennifer Carter (Chair) $0 $0
Bruce Schumikowski (Director) $0 $0
Walt Hussey (Secretary) $0 $0
Ron Johns (Director) $0 $0
Juli Lederhaus (Director) $0 $0
Jim O'grady (Director) $0 $0
Sheila Bride (Director) $0 $0
Pamela Tuft (Director) $0 $0
Janet Seddon (Director) $0 $0
Tony Lander (Director) $0 $0
Cheri Page (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 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
$79,248
Expenses
$39,688
Net Income
$39,560
Net Assets
$198,498
Notable Sources of Revenue Percent of Total Revenue
Contributions $76,233
96.2%
Program Services $0
Investment Income $3,015
3.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $198,498
Total Liabilities $0
Net Assets $198,498
Compensation
Key Employees and Officers Compensation Other
Jennifer Carter (Director) $0 $0
Cierra Pratt (Director) $0 $0
Walt Hussey (Secretary) $0 $0
Ron Johns (Director) $0 $0
Juli Lederhouse (Director) $0 $0
Josephine Thornton (Past President) $0 $0
Jim O'grady (President) $0 $0
Sheila Bride (Director) $0 $0
Loretta Hartley (Director) $0 $0
Terry Bryant (Director) $0 $0
Jim Furuli (Director) $0 $0
Cheri Page (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 20, 2018

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

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$70,763
Expenses
$53,001
Net Income
$17,762
Net Assets
$158,938
Notable Sources of Revenue Percent of Total Revenue
Contributions $66,523
94.0%
Program Services $0
Investment Income $4,240
6.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $158,938
Total Liabilities $0
Net Assets $158,938
Compensation
Key Employees and Officers Compensation Other
Jennifer Carter (President) $0 $0
Cierra Pratt (Director) $0 $0
Walt Hussey (Secretary) $0 $0
Ron Johns (Director) $0 $0
Juli Lederhouse (Director) $0 $0
Josephine Thornton (Past President) $0 $0
Jim O'grady (President) $0 $0
Sheila Bride (Director) $0 $0
Loretta Hartley (Director) $0 $0
Terry Bryant (Director) $0 $0
Jim Furuli (Director) $0 $0
Cheri Page (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 14, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$79,738
Expenses
$67,989
Net Income
$11,749
Net Assets
$141,176
Notable Sources of Revenue Percent of Total Revenue
Contributions $74,696
93.7%
Program Services $0
Investment Income $5,042
6.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $141,176
Total Liabilities $0
Net Assets $141,176
Compensation
Key Employees and Officers Compensation Other
Gerald Besses (Director) $0 $0
Jennifer Carter (Treasurer) $0 $0
Daniel Hemphill (Director) $0 $0
Walt Hussey (Secretary) $0 $0
Pam Tuft (Director) $0 $0
Sally Johnson (Director) $0 $0
Josephine Thornton (Chair) $0 $0
Jim O'grady (Director) $0 $0
Libby Fitz Gerald (Director) $0 $0
Loretta Hartley (Director) $0 $0
Terry Bryant (Director) $0 $0
Dawn Davis (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 17, 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
$150,157
Expenses
$162,384
Net Income
-$12,227
Net Assets
$129,427
Notable Sources of Revenue Percent of Total Revenue
Contributions $143,732
95.7%
Program Services $0
Investment Income $6,425
4.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $129,427
Total Liabilities $0
Net Assets $129,427
Compensation
Key Employees and Officers Compensation Other
Gerald Besses (Director) $0 $0
Jennifer Carter (Treasurer) $0 $0
John Burns (Director) $0 $0
Walt Hussey (Secretary) $0 $0
Bruce Schumikowski (Director) $0 $0
William Johns (Director) $0 $0
Josephine Thornton (Chair) $0 $0
Jim O'grady (Director) $0 $0
Loretta Hartley (Director) $0 $0
Jackie Taylor (Director) $0 $0
Patricia Thomas (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 19, 2015

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
$83,280
Expenses
$31,935
Net Income
$51,345
Net Assets
$141,655
Notable Sources of Revenue Percent of Total Revenue
Contributions $70,996
85.2%
Program Services $0
Investment Income $2,736
3.3%
Net Fundraising $0
Sales of Assets $9,548
11.5%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $141,655
Total Liabilities $0
Net Assets $141,655
Compensation
Key Employees and Officers Compensation Other
Gerald Besses (Chairman) $0 $0
Jennifer Carter (Treasurer) $0 $0
David Johnson (Director) $0 $0
Walt Hussey (Secretary) $0 $0
Bruce Schumikowski (Director) $0 $0
William Johns (Director) $0 $0
Josephine Thornton (Director) $0 $0
Jim O'grady (Director) $0 $0
Terry Bryant (Director) $0 $0
Loretta Hartley (Director) $0 $0
Jackie Taylor (Director) $0 $0
Lane Lombardo Morales (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on April 7, 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
$36,386
Expenses
$35,849
Net Income
$537
Net Assets
$83,814
Notable Sources of Revenue Percent of Total Revenue
Contributions $33,875
93.1%
Program Services $0
Investment Income $2,575
7.1%
Net Fundraising $0
Sales of Assets -$64
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $90,438
Total Liabilities $6,624
Net Assets $83,814

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$25,633
Expenses
$27,301
Net Income
-$1,668
Net Assets
$79,867
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,898
81.5%
Program Services $0
Investment Income $2,048
8.0%
Net Fundraising $0
Sales of Assets $2,687
10.5%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $89,727
Total Liabilities $9,860
Net Assets $79,867

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
$25,701
Expenses
$25,278
Net Income
$423
Net Assets
$76,846
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,648
76.4%
Program Services $0
Investment Income $2,165
8.4%
Net Fundraising $0
Sales of Assets $3,888
15.1%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $86,706
Total Liabilities $9,860
Net Assets $76,846

Document Links

990-EZ

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

PDF
PDF (2 of 2)

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

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.

API

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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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