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Newport Balboa Rotary Club Foundation

  • Newport Beach, CA
  • Tax-exempt since June 1980
  • EIN: 95-3489928

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.

Category: Community Improvement, Capacity Building / Community Service Clubs (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$33.6k (2022)

Expenses
$14.4k (2022)

Total Assets
$250k (2022)

Total Liabilities
$0 (2022)

Years with missing data
Source: Form 990 tax filings from 2011 to 2022

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
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$33,609
Expenses
$14,389
Net Income
$19,220
Net Assets
$250,193
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,707
58.6%
Program Services $0
Investment Income $13,828
41.1%
Net Fundraising $0
Sales of Assets $74
0.2%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $250,193
Total Liabilities $0
Net Assets $250,193
Compensation
Key Employees and Officers Compensation Other
Robyn Nelson (President) $0 $0
Helen Maxwell (Treasurer) $0 $0
Stephen Williams (Director) $0 $0
Bob Kelly (Director) $0 $0
Colleen Klein (Secretary) $0 $0
Steve Speer (Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 11, 2022

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
$28,619
Expenses
$19,429
Net Income
$9,190
Net Assets
$281,962
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,938
41.7%
Program Services $0
Investment Income $10,783
37.7%
Net Fundraising $0
Sales of Assets $5,898
20.6%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $281,962
Total Liabilities $0
Net Assets $281,962
Compensation
Key Employees and Officers Compensation Other
Cassidy Castleman (President) $0 $0
Helen Maxwell (Treasurer) $0 $0
Roger Mcgonegal (Director) $0 $0
Stephen Williams (Director) $0 $0
Bob Kelly (Director) $0 $0
Courtney Rowley (Director) $0 $0
Niki Willhoit (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 3, 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
$27,278
Expenses
$35,029
Net Income
-$7,751
Net Assets
$230,064
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,554
82.7%
Program Services $0
Investment Income $3,911
14.3%
Net Fundraising $0
Sales of Assets $713
2.6%
Net Inventory Sales $0
Other Revenue $100
0.4%
Assets/Debt
Total Assets $230,064
Total Liabilities $0
Net Assets $230,064
Compensation
Key Employees and Officers Compensation Other
Jack Rose (President) $0 $0
Helen Maxwell (Treasurer) $0 $0
Roger Mcgonegal (Director) $0 $0
Stephen Williams (Director) $0 $0
Ivan Vargas (Director) $0 $0
Cassidy Castleman (Director) $0 $0
Courtney Rowley (Director) $0 $0
Natalie Gerdes (Secretary) $0 $0
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Document Links

990-EZ
Filed on Nov. 12, 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
$43,819
Expenses
$32,240
Net Income
$11,579
Net Assets
$233,867
Notable Sources of Revenue Percent of Total Revenue
Contributions $29,487
67.3%
Program Services $0
Investment Income $14,332
32.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $233,867
Total Liabilities $0
Net Assets $233,867
Compensation
Key Employees and Officers Compensation Other
Mike Saidi (President) $0 $0
Helen Maxwell (Treasurer) $0 $0
Roger Mcgonegal (Director) $0 $0
Stephen Williams (Director) $0 $0
Ivan Vargas (Director) $0 $0
Cassidy Castleman (Director) $0 $0
Courtney Rowley (Director) $0 $0
Jo Holman (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 14, 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
$25,978
Expenses
$31,624
Net Income
-$5,646
Net Assets
$225,172
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,790
53.1%
Program Services $0
Investment Income $10,323
39.7%
Net Fundraising $0
Sales of Assets $1,855
7.1%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $225,172
Total Liabilities $0
Net Assets $225,172
Compensation
Key Employees and Officers Compensation Other
Steve Speer (Co President) $0 $0
Mike Mcdonough (Co President) $0 $0
Joanne Holman (Secretary) $0 $0
Daniel Hoffmann (Treasurer) $0 $0
Lauren Pittman (Vp Ethics) $0 $0
John Kerr (Director) $0 $0
Wajih Malki (Director) $0 $0
Ron Gill (Director) $0 $0
Roger Mcgonegal (Director) $0 $0
Muyuki Smith Richardson (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 13, 2019

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
$42,235
Expenses
$34,909
Net Income
$7,326
Net Assets
$223,234
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,948
56.7%
Program Services $0
Investment Income $8,544
20.2%
Net Fundraising $0
Sales of Assets $9,743
23.1%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $223,234
Total Liabilities $0
Net Assets $223,234
Compensation
Key Employees and Officers Compensation Other
Steve Speer (Co President) $0 $0
Mike Mcdonough (Co President) $0 $0
Joanne Holman (Secretary) $0 $0
Daniel Hoffmann (Treasurer) $0 $0
Lauren Pittman (Vp Ethics) $0 $0
John Kerr (Director) $0 $0
Wajih Malki (Director) $0 $0
Ron Gill (Director) $0 $0
Roger Mcgonegal (Director) $0 $0
Muyuki Smith Richardson (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 15, 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
$28,135
Expenses
$40,233
Net Income
-$12,098
Net Assets
$205,015
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,938
42.4%
Program Services $0
Investment Income $10,027
35.6%
Net Fundraising $0
Sales of Assets $6,170
21.9%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $205,015
Total Liabilities $0
Net Assets $205,015
Compensation
Key Employees and Officers Compensation Other
Steve Speer (Co President) $0 $0
Mike Mcdonough (Co President) $0 $0
Joanne Holman (Secretary) $0 $0
Daniel Hoffmann (Treasurer) $0 $0
Lauren Pittman (Vp Ethics) $0 $0
John Kerr (Director) $0 $0
Wajih Malki (Director) $0 $0
Ron Gill (Director) $0 $0
Roger Mcgonegal (Director) $0 $0
Muyuki Smith Richardson (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 16, 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
$52,605
Expenses
$26,486
Net Income
$26,119
Net Assets
$232,155
Notable Sources of Revenue Percent of Total Revenue
Contributions $38,013
72.3%
Program Services $0
Investment Income $11,983
22.8%
Net Fundraising $0
Sales of Assets $2,609
5.0%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $232,155
Total Liabilities $0
Net Assets $232,155
Compensation
Key Employees and Officers Compensation Other
Steve Speer (Co President) $0 $0
Lauren Pittman (Co President) $0 $0
Mike Mcdonough (Secretary) $0 $0
Daniel Hoffman (Treasurer) $0 $0
Aj Thielen (Vp Ethics) $0 $0
John Kerr (Director) $0 $0
Richard Oberreiter (Director) $0 $0
Ron Gill (Director) $0 $0
Gary Konecne (Director) $0 $0
Muyuki Smith Richardson (Director) $0 $0
Justin Peister (Director) $0 $0
Jose Vergara (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 16, 2016

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

View Filing
PDF XML

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$21,074
Expenses
$31,507
Net Income
-$10,433
Net Assets
$206,891
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,792
79.7%
Program Services $0
Investment Income $4,282
20.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $206,891
Total Liabilities $0
Net Assets $206,891

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

Primary 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
PDF (2 of 2)

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
PDF (2 of 2)

Fiscal Year Ending June
2001

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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