Rotary Plaza Inc Cheng Acctcy Corp

So San Francisco, CA
Tax-exempt since July 1970
EIN: 94-6171311

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) 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.

Revenue

$588k (2023)

Expenses

$3.86k (2023)

Total Assets

$41.4M (2023)

Total Liabilities

$313 (2023)

Source: Form 990 tax filings from 2010 to 2023

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 Dec.
2023

Revenue

$587,943

Expenses

$3,861

Net Income

$584,082

Net Assets

$41,408,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$574,744	97.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$13,199	2.2%
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	$41,408,620
Total Liabilities	$313
Net Assets	$41,408,307

Compensation

Key Employees and Officers	Compensation	Related	Other
Ed Bortoli (President)	$0	$0	$0
Mark Barradas (Vice President)	$0	$0	$0
Bruce Wright (Treasurer)	$0	$0	$0
Matteo Rizzo (Secretary)	$0	$0	$0
Brian Orth (Director)	$0	$0	$0

+ View more people

990

Filed on Oct. 17, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$568,840

Expenses

$3,818,816

Net Income

-$3,249,976

Net Assets

$39,533,180

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$568,840	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	$39,533,493
Total Liabilities	$313
Net Assets	$39,533,180

Compensation

Key Employees and Officers	Compensation	Related	Other
Ed Bortoli (President)	$0	$0	$0
Mark Barradas (Vice President)	$0	$0	$0
Bruce Wright (Treasurer)	$0	$0	$0
Matteo Rizzo (Secretary)	$0	$0	$0
Brian Orth (Director)	$0	$0	$0

+ View more people

990

Filed on Oct. 6, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$625,096

Expenses

$159,846

Net Income

$465,250

Net Assets

$44,257,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$604,657	96.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$20,439	3.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$44,257,593
Total Liabilities	$313
Net Assets	$44,257,280

Compensation

Key Employees and Officers	Compensation	Related	Other
Ed Bortoli (President)	$0	$0	$0
Mark Barradas (Vice President)	$0	$0	$0
Bruce Wright (Treasurer)	$0	$0	$0
Matteo Rizzo (Secretary)	$0	$0	$0
Pete Carcione (Director)	$0	$0	$0
Brian Orth (Director)	$0	$0	$0

+ View more people

990

Filed on Nov. 10, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$622,296

Expenses

$252,753

Net Income

$369,543

Net Assets

$42,353,011

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$604,899	97.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$17,397	2.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$42,353,324
Total Liabilities	$313
Net Assets	$42,353,011

Compensation

Key Employees and Officers	Compensation	Related	Other
Ed Bortoli (President)	$0	$0	$0
Mark Barradas (Vice President)	$0	$0	$0
Bruce Wright (Treasurer)	$0	$0	$0
Pete Carcione (Director)	$0	$0	$0
Matteo Rizzo (Secretary)	$0	$0	$0

+ View more people

990

Filed on Nov. 15, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$2,681,062

Expenses

$100,050

Net Income

$2,581,012

Net Assets

$40,887,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,055,989	76.7%
Investment Income	$625,073	23.3%
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	$40,887,418
Total Liabilities	$313
Net Assets	$40,887,105

Compensation

Key Employees and Officers	Compensation	Related	Other
Houston Lawrence (President)	$0	$0	$0
Ed Bortoli (Vice President)	$0	$0	$0
Henry Karnilowicz (Director)	$0	$0	$0
Bruce Wright (Treasurer)	$0	$0	$0
Pete Carcione (Director)	$0	$0	$0
Michael Massoni (Director)	$0	$0	$0
Matteo Rizzo (Secretary)	$0	$0	$0

+ View more people

990

Filed on Nov. 13, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$640,719

Expenses

$1,878

Net Income

$638,841

Net Assets

$37,538,220

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$640,719	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	$37,538,533
Total Liabilities	$313
Net Assets	$37,538,220

Compensation

Key Employees and Officers	Compensation	Related	Other
Houston Lawrence (President)	$0	$0	$0
Ed Bortoli (Vice President)	$0	$0	$0
Henry Karnilowicz (Director)	$0	$0	$0
Bruce Wright (Treasurer)	$0	$0	$0
Pete Carcione (Director)	$0	$0	$0
Michael Massoni (Director)	$0	$0	$0
Matteo Rizzo (Secretary)	$0	$0	$0

+ View more people

990

Filed on Nov. 15, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$590,425

Expenses

$45,984

Net Income

$544,441

Net Assets

$37,363,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$590,425	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	$37,363,551
Total Liabilities	$313
Net Assets	$37,363,238

Compensation

Key Employees and Officers	Compensation	Related	Other
Houston Lawrence (President)	$0	$0	$0
Ed Bortoli (Vice President)	$0	$0	$0
Henry Karnilowicz (Director)	$0	$0	$0
Bruce Wright (Treasurer)	$0	$0	$0
Pete Carcione (Director)	$0	$0	$0
Michael Massoni (Director)	$0	$0	$0
Matteo Rizzo (Secretary)	$0	$0	$0

+ View more people

990

Filed on Nov. 14, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$1,662,870

Expenses

$10,690

Net Income

$1,652,180

Net Assets

$36,804,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,000,000	60.1%
Investment Income	$662,870	39.9%
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	$36,808,517
Total Liabilities	$4,063
Net Assets	$36,804,454

Compensation

Key Employees and Officers	Compensation	Related	Other
Houston Lawrence (President)	$0	$0	$0
Ed Bortoli (Vice President)	$0	$0	$0
Henry Karnilowicz (Secretary)	$0	$0	$0
Bruce Wright (Treasurer)	$0	$0	$0
Pete Carcione (Director)	$0	$0	$0
Michael Massoni (Director)	$0	$0	$0

+ View more people

990

Filed on Nov. 13, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$31,259,761

Expenses

$161,206

Net Income

$31,098,555

Net Assets

$35,150,106

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$42,971	0.1%
Program Services	$306,831	1.0%
Investment Income	$601,427	1.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$30,308,512	97.0%
Net Inventory Sales	$0
Other Revenue	$20	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$35,155,106
Total Liabilities	$5,000
Net Assets	$35,150,106

Compensation

Key Employees and Officers	Compensation	Related	Other
Houston Lawrence (President)	$0	$0	$0
Ed Bortoli (Vice President)	$0	$0	$0
Henry Karnilowicz (Secretary)	$0	$0	$0
Bruce Wright (Treasurer)	$0	$0	$0
Pete Carcione (Director)	$0	$0	$0
Michael Massoni (Director)	$0	$0	$0

+ View more people

990

Filed on Aug. 15, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$1,630,542

Expenses

$1,375,664

Net Income

$254,878

Net Assets

$4,053,854

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$763,693	46.8%
Program Services	$853,042	52.3%
Investment Income	$12,213	0.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$1,594	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,286,121
Total Liabilities	$232,267
Net Assets	$4,053,854

Compensation

Key Employees and Officers	Compensation	Related	Other
Eddie Bortoli (President)	$0	$0	$0
Houston Lawrence (Vice President)	$0	$0	$0
Henry Karnilowicz (Secretary)	$0	$0	$0
Bruce Wright (Treasurer)	$0	$0	$0
Pete Carcione (Director)	$0	$0	$0
Michael Massoni (Director)	$0	$0	$0

+ View more people

990

Filed on Nov. 5, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$1,949,762

Expenses

$1,632,151

Net Income

$317,611

Net Assets

$3,799,053

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$754,881	38.7%
Program Services	$1,178,383	60.4%
Investment Income	$4,333	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$11,000	0.6%
Net Inventory Sales	$0
Other Revenue	$1,165	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$361,388	22.1%

Assets/Debt
Total Assets	$3,923,404
Total Liabilities	$124,351
Net Assets	$3,799,053

Compensation

Key Employees and Officers	Compensation	Related	Other
Pete Carcione (Director)	$0	$0	$0
Bruce Wright (Treasurer)	$0	$0	$0
Henry Karnilowicz (President)	$0	$0	$0
Houston Lawrence (Secretary)	$0	$0	$0
Eddie Bortoli (Vice President)	$0	$0	$0

+ View more people

990

Filed on Nov. 12, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$2,033,643

Expenses

$1,746,362

Net Income

$287,281

Net Assets

$3,477,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$735,859	36.2%
Program Services	$1,289,325	63.4%
Investment Income	$8,459	0.4%
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	$3,655,292
Total Liabilities	$178,290
Net Assets	$3,477,002

990

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,157,473

Expenses

$1,952,537

Net Income

$204,936

Net Assets

$3,189,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$719,606	33.4%
Program Services	$1,265,284	58.6%
Investment Income	$172,583	8.0%
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	$3,424,524
Total Liabilities	$234,803
Net Assets	$3,189,721

990

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

PDF

Fiscal Year Ending Dec.
2010

Revenue

$2,070,057

Expenses

$1,783,015

Net Income

$287,042

Net Assets

$2,984,785

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$690,056	33.3%
Program Services	$1,227,851	59.3%
Investment Income	$152,150	7.4%
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	$3,454,450
Total Liabilities	$469,665
Net Assets	$2,984,785

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

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

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.

Updated December 5, 2025

Rotary Plaza Inc Cheng Acctcy Corp

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $588k (2023)

Expenses $3.86k (2023)

Total Assets $41.4M (2023)

Total Liabilities $313 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$588k (2023)

Expenses

$3.86k (2023)

Total Assets

$41.4M (2023)

Total Liabilities

$313 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001