STRATEGY STUDIO / PUBLIC DATA EXPLORER

SONOMA VALLEY ROTARY SERVICE FUND FOUNDATION

Cite this

Plain text SONOMA VALLEY ROTARY SERVICE FUND FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2020–2024. https://strategystudio.org/org/680343129. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). SONOMA VALLEY ROTARY SERVICE FUND FOUNDATION [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/680343129

MLA “SONOMA VALLEY ROTARY SERVICE FUND FOUNDATION.” Strategy Studio, tax years 2020–2024, https://strategystudio.org/org/680343129. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2020–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $228K · expenses $195K · assets $133K

EIN
68-0343129
Address
PO BOX 923, SONOMA, CA 95476-0923
NTEE code
B82
Subsection
501(c)(3)
Ruling year
1995
Cross-check
ProPublica Nonprofit Explorer

Mission

To promote and expand the charitable and public benefit projects and efforts carried on by the Rotary Club of Sonoma Valley.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 15 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

15 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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Charles Goodwin President2024 2 $0 reported 2
Alexander Mcandrew Chief Financial Office2022-2024 2 $0 reported 1
Vicki Whiting Secretary2022-2024 2 $0 reported 1
Jim Carruthers (former) President2021-2023 2 $0 reported 2
Therese Nugent (former) Director2021-2022 2 $0 reported 2
Scott Murray (former) President2021-2022 2 $0 reported 2
Alec Mcandrew (former) Treasurer2021 2 $0 reported 1
Bill Hammett (former) Secretary2021 2 $0 reported 2
Ron Lawson (former) President2020 2 $0 reported 2
Sam Morphy (former) Treasurer2020 2 $0 reported 2
Jon Parker (former) Director2020 2 $0 reported 2
Byron Hancock (former) Director2020 2 $0 reported 3
Marck Zuehlsdorff (former) Director2020 2 $0 reported 1
Gary Scott (former) Director2020 2 $0 reported 1
David Meeks (former) Director2020 2 $0 reported 1

People by year

2024 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES GOODWIN President2 $0$0$0 $02
ALEXANDER MCANDREW Chief Financial Office2 $0$0$0 $01
VICKI WHITING Secretary2 $0$0$0 $01
2023 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JIM CARRUTHERS President2 $0$0$0 $02
ALEXANDER MCANDREW Chief Financial Office2 $0$0$0 $01
VICKI WHITING Secretary2 $0$0$0 $01
2022 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JIM CARRUTHERS Secretary2 $0$0$0 $02
ALEXANDER MCANDREW Chief Financial Office2 $0$0$0 $01
THERESE NUGENT Director2 $0$0$0 $02
VICKI WHITING Director2 $0$0$0 $01
SCOTT MURRAY President2 $0$0$0 $02
2021 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JIM CARRUTHERS President2 $0$0$0 $02
ALEC MCANDREW Treasurer2 $0$0$0 $01
THERESE NUGENT Director2 $0$0$0 $02
BILL HAMMETT Secretary2 $0$0$0 $02
SCOTT MURRAY Director2 $0$0$0 $02
2020 · 7 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RON LAWSON President2 $0$0$0 $02
SAM MORPHY Treasurer2 $0$0$0 $02
JON PARKER Director2 $0$0$0 $02
BYRON HANCOCK Director2 $0$0$0 $03
MARCK ZUEHLSDORFF Director2 $0$0$0 $01
GARY SCOTT Director2 $0$0$0 $01
DAVID MEEKS Director2 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2022 · 3 grants to organizations · $15K

Listed grants add up to $15,000; the return's “grants paid” expense line says $70,714. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 4 grants to organizations · $48K

Listed grants add up to $48,475; the return's “grants paid” expense line says $79,687. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$228,474$195,243 $133,463$133,463 $228,474$0 $00-
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$155,503$136,440 $96,733$1,100 $155,503$0 -0-
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$110,867$87,335 $0$0 $110,642$0 -0-
2021 · Form 990 period ending 2022-06-30 · amended · view filing · original 990 ↗
$115,454$83,436 $0$0 $115,454$0 -0-
2021 · Form 990 period ending 2022-06-30 · superseded · view filing · original 990 ↗
$115,454$83,436 $0$0 $115,454$0 -0-
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$192,299$330,840 $29,768$27,768 $192,299$0 -050

Funders of this organization

7 grantors reported grants to this organization, $200,343 in all, tax years 2017 to 2024. 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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
SONOMA COUNTY COMMUNITY FOUNDATION DAF sponsor Exact 2017, 2020-2021 3$112,000 2021$50,000
show
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2017 1$28,500 2017$28,500
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2017, 2024 2$18,250 2024$10,000
show
BELLA VISTA LEAGUE Public charity Exact 2017 1$13,700 2017$13,700
show
MARIN COMMUNITY FOUNDATION DAF sponsor Exact 2017 1$11,000 2017$11,000
show
TRANSCENDENCE THEATER COMPANY Public charity Exact 2017 1$9,100 2017$9,100
show
PAYPAL CHARITABLE GIVING FUND DAF sponsor Exact 2021 1$7,793 2021$7,793
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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ALMA FOUNDATIONCAB82 $199,514$158,214 CHAIRMAN$0 Same NTEE code B82, revenue within 2x, same state
LAO LIONS CLUB FOUNDATIONCAB82 $227,677$224,259 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
FRESNO POLICE OFFICERS ASSOCIATION FOUNDATIONCAB82 $248,497$12,932 Treasurer$0 Same NTEE code B82, revenue within 2x, same state
SAN MATEO COUNTY BAR FOUNDATIONCAB82 $255,676$260,104 EXECUTIVE DIRECTOR & PRESIDENT$270,502 Same NTEE code B82, revenue within 2x, same state
ALAINAS VOICE FOUNDATIONCAB82 $210,151$250,375 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
ARTCIAL MUSIC FOUNDATIONCAB82 $254,120$247,407 CEO$0 Same NTEE code B82, revenue within 2x, same state
PALOS VERDES GOLF CLUB SCHOLARSHIPFOUNDATIONCAB82 $261,114$202,022 President & CEO$0 Same NTEE code B82, revenue within 2x, same state
ENGINEER FAMILY FOUNDATIONCAB82 $240,000$187,339 CHIEF EXECUTIVE OFFICER$0 Same NTEE code B82, revenue within 2x, same state
DO FOR ONE FOUNDATION INCCAB82 $229,879$204,693 President$0 Same NTEE code B82, revenue within 2x, same state
TUSKEGEE AIRMEN SCHOLARSHIP FOUNDATIONCAB82 $202,390$244,403 EXECUTIVE DIRECTOR$114,109 Same NTEE code B82, revenue within 2x, same state
JIM BURKE EDUCATIONAL FOUNDATIONCAB82 $254,914$142,880 VICE PRESIDE$0 Same NTEE code B82, revenue within 2x, same state
WESTERN UNITED DAIRIES FOUNDATIONCAB82 $258,322$332,615 CEO$0 Same NTEE code B82, revenue within 2x, same state
CAL COAST CARES FOUNDATIONCAB82 $236,445$256,467 Director$101,500 Same NTEE code B82, revenue within 2x, same state
JESSE FLYINGCLOUD POPE FOUNDATIONCAB82 $257,200$300,198 BOARD MEMBER$667,009 Same NTEE code B82, revenue within 2x, same state
CALIFORNIA CHRISTIAN EDUCATION ENDOWMENT FOUNDATION INCCAB82 $219,903$8,775 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
FRIENDS OF YEREVAN STATE UNIVERSITY FOUNDATIONCAB82 $207,300$0 TRUSTEE$0 Same NTEE code B82, revenue within 2x, same state
FIRST GENERATION SCHOLARSHIP FUNDCAB82 $199,340$80,534 President$0 Same NTEE code B82, revenue within 2x, same state
MANTECA CHILDRENS FOUNDATIONCAB82 $221,535$33,365 President$0 Same NTEE code B82, revenue within 2x, same state
SOUTH BAY F O R JUNIOR SPORTS ASSOCIATIONCAB82 $254,060$186,428 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
Y & H FOUNDATIONCAB82 $200,000$145,375 C.E.O.$0 Same NTEE code B82, revenue within 2x, same state
CALIFORNIA RETIRED TEACHERS ASSOC- LAURA E SETTLE SCHOLARSHIP FOUNDATCAB82 $233,874$158,201 Chair$0 Same NTEE code B82, revenue within 2x, same state
DREAMVILLE FOUNDATIONCAB82 $245,728$177,338 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
NORTH AMERICAN SOUTH ASIAN BARASSOCIATION FOUNDATIONCAB82 $255,661$387,605 President$0 Same NTEE code B82, revenue within 2x, same state
WEN & LI FOUNDATIONCAB82 $209,795$6,982 CEO$0 Same NTEE code B82, revenue within 2x, same state
YNOT COMMUNITY SERVICESCAB82 $253,184$241,966 C.F.O$46,080 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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$1,097,44634 162018–2024 LAO LIONS CLUB FOUNDATION; TOMS RIVER POLICE FOUNDATION INC; BRENTWOOD COUNTRY CLUB EMPLOYEE SCHOLARSHIP FUND; UNIVERSITY OF EXETER US FOUNDATION and 12 more
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$936,11036 152015–2024 SAN MATEO COUNTY BAR FOUNDATION; CHILDRENS GLOBAL EDUCATION FUND INC; MRCC FOUNDATION INC; FIDALGO ISLAND ROTARY FOUNDATION and 11 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$775,39222 62020–2024 ROTARY CLUB OF AIKEN FOUNDATION; POWERING OPPORTUNITY IN EDUCATION- SOUTH BAY; UNIVERSITY OF EXETER US FOUNDATION; BRENTWOOD COUNTRY CLUB EMPLOYEE SCHOLARSHIP FUND and 2 more
FORGOOD INC DAF sponsor$715,10829 52015–2024 MRCC FOUNDATION INC; TUSKEGEE AIRMEN SCHOLARSHIP FOUNDATION; RAYMORE-PECULIAR PUBLIC SCHOOL FOUNDATION; ADVANCING STUDENTS FORWARD and 1 more
SERVANT FOUNDATION DAF sponsor$320,0003 12019–2023 ROEVER FOUNDATION INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$306,33013 42014–2024 ROEVER FOUNDATION INC; DO FOR ONE FOUNDATION INC; SUPPORTABILITY; CHANGING LIVES TOGETHER INCORPORATED
NATIONAL PHILANTHROPIC TR DAF sponsor$289,50015 42015–2024 KESSAB EDUCATIONAL ASSOCIATION OF LOS ANGELES; BRENTWOOD COUNTRY CLUB EMPLOYEE SCHOLARSHIP FUND; MRCC FOUNDATION INC; NAQAQA GIVING FOUNDATION
MARIN COMMUNITY FOUNDATION funds this one DAF sponsor$250,00010 12015–2024 AIRPORT ROTARY FOUNDATION
COLLIER COMMUNITY FOUNDATION INC DAF sponsor$200,29111 12010–2024 MARCO ISLAND ROTARY CLUB FOUNDATION INC
COMMUNITY FOUNDATION OF NORTHERN NEVADA DAF sponsor$167,7691 12019–2019 RENO ROTARY FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$155,0007 32016–2024 MARCO ISLAND ROTARY CLUB FOUNDATION INC; 1890 FOUNDATION; UNIVERSITY OF EXETER US FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$146,0002 22023–2024 UNIVERSITY OF EXETER US FOUNDATION; POWERING OPPORTUNITY IN EDUCATION- SOUTH BAY
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$106,6008 42016–2024 UNIVERSITY OF EXETER US FOUNDATION; SUPPORTABILITY; RODEO BOOSTERS; WOODLANDS ROTARY CLUB FOUNDATION
JPMORGAN CHASE FOUNDATION Private foundation$100,3373 12016–2018 EAST VALLEY INSTITUTE OF TECHNOLOGY EDUCATION FOUNDATION INC
GOFUNDME ORG DAF sponsor$100,0001 12019–2019 CAL COAST CARES FOUNDATION

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 · $195,243 spent · pay $0 · grants $176,889 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $176,889$176,889-- 90.6%
Other (as described)Raffle Prize $8,612$8,612-- 4.4%
Other (as described)Withholding Taxes $4,776$4,776-- 2.4%
Fees: professional fundraisers $3,638--$3,638 1.9%
Fees: accounting $1,000-$1,000- 0.5%
Office expenses $328-$328- 0.2%
Total$195,243100%

View the filing

2023 · Form 990 · $136,440 spent · pay $0 · grants $120,594 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $120,594$120,594-- 88.4%
Fees: professional fundraisers $9,612--$9,612 7.0%
Fees: management $2,776$2,776-- 2.0%
Advertising and promotion $1,882$748$1,134- 1.4%
Fees: accounting $1,000-$1,000- 0.7%
Other (as described)LOA Fees $245-$245- 0.2%
Office expenses $226$32$194- 0.2%
Other (as described)CA DOJ Reg Fees $105-$105- 0.1%
Total$136,440100%

View the filing

2022 · Form 990 · $87,335 spent · pay $0 · grants $70,714 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $70,714$70,714-- 81.0%
Other (as described)Rotary Foundation Contributi $10,560$10,560-- 12.1%
Other (as described)Non-CA Grants $5,000$5,000-- 5.7%
Other (as described)Misc $1,030$1,030-- 1.2%
Other (as described)Bank Fees $31-$31- 0.0%
Total$87,335100%

View the filing

2021 · Form 990 · $83,436 spent · pay $0 · grants $79,687 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $79,687$79,687-- 95.5%
Office expenses $2,749$699$2,000$50 3.3%
Fees: accounting $1,000-$1,000- 1.2%
Total$83,436100%

View the filing

2020 · Form 990 · $330,840 spent · pay $0 · grants $321,405 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $200,500$200,500-- 60.6%
Grants to US individuals $120,905$120,905-- 36.5%
Office expenses $6,020$5,792$228- 1.8%
Fees: management $1,295$1,295-- 0.4%
Fees: accounting $1,000-$1,000- 0.3%
Advertising and promotion $748$748-- 0.2%
Other (as described)Supplies $262-$262- 0.1%
Fees: legal $70-$70- 0.0%
Other (as described)Bank Fee $40-$40- 0.0%
Total$330,840100%

View the filing