STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION

Cite this

Plain text ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2016–2024. https://strategystudio.org/org/770539435. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION [Nonprofit organization profile; tax years 2016–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/770539435

MLA “ROTARY CLUB OF PISMO BEACH-FIVE CITIES CHARITABLE FOUNDATION.” Strategy Studio, tax years 2016–2024, https://strategystudio.org/org/770539435. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2016–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990EZ · revenue $85K · expenses $56K · assets $337K

Also known as
CHARITABLE FOUNDATION
EIN
77-0539435
Address
PO BOX 1835, PISMO BEACH, CA 93448-1835
NTEE code
T12
Subsection
501(c)(3)
Ruling year
2000
Cross-check
ProPublica Nonprofit Explorer

Mission

LITERACY, EDUCATION AND COMMUNITY SUPPORT

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 25 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

25 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
Michael Boyer DIRECTOR2022-2024 1 $0 reported 13
Lee Ann Liscombe TREASURER2022-2024 2 $0 reported 2
Sharon Ellis SECRETARY2021-2024 2 $0 reported 2
Greg Baker DIRECTOR2017-2024 2 $0 reported 2
Joel Conn PRESIDENT2016-2024 2 $0 reported 3
Steve Curry DIRECTOR2016-2024 2 $0 reported 2
Cliff Nagler DIRECTOR2016-2024 2 $0 reported 2
Karen Zappia (former) President2022-2023 2 $0 reported 2
Shannon Bowdey (former) PAST PRESIDENT2021-2022 2 $0 reported 2
Jenny Dierck (former) Director2018-2021 2 $0 reported 2
Connie O'Henley (former) Treasurer2016-2021 2 $0 reported 3
Harlan Silva (former) Director2018-2020 2 $0 reported 2
Scott Astrosky (former) President2019-2020 2 $0 reported 3
Margie Salame (former) Director2020 2 $0 reported 2
Angel Valenzuela (former) Director2020 2 $0 reported 2
Jack Hardy (former) Vice President2020 2 $0 reported 2
Daryl Buck (former) Secretary2020 2 $0 reported 1
Jeff King (former) President2018-2019 2 $0 reported 2
Jan Hensley (former) Director2019 2 $0 reported 1
Linda Osty (former) Director2016-2018 2 $0 reported 2
John Traversaro (former) Secretary2016-2018 2 $0 reported 2
Don Weber (former) Director2016-2018 2 $0 reported 2
Bonnie Mogan (former) Director2017 2 $0 reported 1
Mike Boyer (former) President2016 2 $0 reported 1
Bruce Beaudoin (former) Director2016 2 $0 reported 1

People by year

2024 · 7 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOEL CONN PRESIDENT2 $0-$0 $03
SHARON ELLIS SECRETARY2 $0-$0 $02
LEE ANN LISCOMBE TREASURER2 $0-$0 $02
MICHAEL BOYER DIRECTOR1 $0-$0 $013
STEVE CURRY DIRECTOR2 $0-$0 $02
GREG BAKER DIRECTOR2 $0-$0 $02
CLIFF NAGLER DIRECTOR2 $0-$0 $02
2023 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN ZAPPIA President2 $0-- $02
LEE ANN LISCOMBE Treasurer2 $0-- $02
SHARON ELLIS Secretary2 $0-- $02
GREG BAKER Director2 $0-- $02
JOEL CONN Director2 $0-- $03
STEVE CURRY Director2 $0-- $02
MICHAEL BOYER Director0 $0-- $013
CLIFF NAGLER Director0 $0-- $02
2022 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN ZAPPIA President2 $0-- $02
SHANNON BOWDEY PAST PRESIDENT2 $0-- $02
LEE ANN LISCOMBE Treasurer2 $0-- $02
SHARON ELLIS Secretary2 $0-- $02
GREG BAKER Director2 $0-- $02
JOEL CONN Director2 $0-- $03
STEVE CURRY Director2 $0-- $02
MICHAEL BOYER Director0 $0-- $013
CLIFF NAGLER Director0 $0-- $02
2021 · 7 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHANNON BOWDEY President2 $0-- $02
JENNY DIERCK Director2 $0-- $02
CONNIE O'HENLEY Treasurer2 $0-- $03
SHARON ELLIS Secretary2 $0-- $02
GREG BAKER Director2 $0-- $02
JOEL CONN Director2 $0-- $03
STEVE CURRY Director2 $0-- $02
2020 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SCOTT ASTROSKY President2 $0-- $03
DARYL BUCK Secretary2 $0-- $01
CONNIE O'HENLEY Treasurer2 $0-- $03
JACK HARDY Vice President2 $0-- $02
GREG BAKER Director2 $0-- $02
MARGIE SALAME Director2 $0-- $02
ANGEL VALENZUELA Director2 $0-- $02
JENNY DIERCK Director2 $0-- $02
HARLAN SILVA Director2 $0-- $02
2019 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFF KING President2 $0-- $02
SCOTT ASTROSKY Secretary2 $0-- $03
CONNIE O'HENLEY Treasurer2 $0-- $03
GREG BAKER Director2 $0-- $02
CLIFF NAGLER Director2 $0-- $02
STEVE CURRY Director2 $0-- $02
JENNY DIERCK Director2 $0-- $02
JAN HENSLEY Director2 $0-- $01
2018 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREG BAKER President2 $0-- $02
JEFF KING Vice President2 $0-- $02
CONNIE O'HENLEY Treasurer2 $0-- $03
JOHN TRAVERSARO Secretary2 $0-- $02
DON WEBER Director2 $0-- $02
CLIFF NAGLER Director2 $0-- $02
HARLAN SILVA Director2 $0-- $02
JENNY DIERCK Director2 $0-- $02
LINDA OSTY Director2 $0-- $02
2017 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOEL CONN President2 $0-- $03
GREG BAKER Vice President2 $0-- $02
CONNIE O'HENLEY Treasurer2 $0-- $03
JOHN TRAVERSARO Secretary2 $0-- $02
DON WEBER Director2 $0-- $02
CLIFF NAGLER Director2 $0-- $02
BONNIE MOGAN Director2 $0-- $01
STEVE CURRY Director2 $0-- $02
LINDA OSTY Director2 $0-- $02
2016 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MIKE BOYER President2 $0-- $01
JOEL CONN Vice President2 $0-- $03
CONNIE O'HENLEY Treasurer2 $0-- $03
JOHN TRAVERSARO Secretary2 $0-- $02
DON WEBER Managing Director2 $0-- $02
CLIFF NAGLER Director2 $0-- $02
BRUCE BEAUDOIN Director2 $0-- $01
STEVE CURRY Director2 $0-- $02
LINDA OSTY Director2 $0-- $02

Highest-paid independent contractors

No independent contractors reported.

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 990EZ period ending 2025-06-30 · view filing · original 990 ↗
$85,412$56,207 $336,937$336,937 $70,709$0 ---
2023 · Form 990EZ period ending 2024-06-30 · view filing · original 990 ↗
$26,913$10,966 $284,663$284,663 $3,590- ---
2022 · Form 990EZ period ending 2023-06-30 · view filing · original 990 ↗
$23,944$8,926 $256,273$255,543 -- ---
2021 · Form 990EZ period ending 2022-06-30 · view filing · original 990 ↗
$32,825$12,716 $239,436$235,111 $5,150- ---
2020 · Form 990EZ period ending 2021-06-30 · view filing · original 990 ↗
$7,910$8,658 $258,216$258,216 $500- ---
2019 · Form 990EZ period ending 2020-06-30 · view filing · original 990 ↗
$12,677$7,712 $222,655$220,156 $2,575- ---
2018 · Form 990EZ period ending 2019-06-30 · view filing · original 990 ↗
$45,535$27,870 $221,166$220,940 $7,745- ---
2017 · Form 990EZ period ending 2018-06-30 · view filing · original 990 ↗
$40,919$16,978 $204,135$204,135 $27,873- ---
2016 · Form 990EZ period ending 2017-06-30 · view filing · original 990 ↗
$32,251$13,725 $178,529$178,529 $41,566$0 ---

Funders of this organization

2 grantors reported grants to this organization, $10,121 in all, tax years 2017 to 2019. 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
FORGOOD INC DAF sponsor Exact 2017 1$5,121 2017$5,121
show
COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY DAF sponsor Exact 2019 1$5,000 2019$5,000
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
ROTARY CLUB OF SAN FRANCISCO CHINATOWN FOUNDATION INCCAT12 $86,924$46,039 President$0 Same NTEE code T12, revenue within 2x, same state
SIMI SUNRISE ROTARY CHARITABLE FOUNDATIONCAT12 $72,238$48,588 SECRETARY$0 Same NTEE code T12, revenue within 2x, same state, similar name
HORN HEART FOUNDATIONCAT12 $73,233$39,522 SECRETARY$0 Same NTEE code T12, revenue within 2x, same state
INTERNATIONAL IMPERIAL COURT OF LONG BEACHCAT12 $100,759$90,101 Co-President$0 Same NTEE code T12, revenue within 2x, same state
SUCCESS CHARITIES INCCAT12 $64,336$69,960 President$0 Same NTEE code T12, revenue within 2x, same state
CHARITABLE FUND BENEFITTING GARDENACAT12 $96,200$36,962 Chairperson$0 Same NTEE code T12, revenue within 2x, same state
REDDING WEST ROTARY FOUNDATIONCAT12 $121,467$87,700 PRESIDENT$0 Same NTEE code T12, revenue within 2x, same state
REAGAN LEGACY FOUNDATIONCAT12 $84,324$70,361 Chairman$0 Same NTEE code T12, revenue within 2x, same state
ACHEVE FOUNDATIONCAT12 $76,155$0 CEO$0 Same NTEE code T12, revenue within 2x, same state
MICHAEL FREDRICH CHARITABLE FOUNDATIONCAT12 $73,625$31,293 Director$0 Same NTEE code T12, revenue within 2x, same state
R A K E PROJECT INCCAT12 $115,231$113,897 Director$0 Same NTEE code T12, revenue within 2x, same state
KATIE NUES FOUNDATIONCAT12 $115,356$52,411 PRESIDENT$0 Same NTEE code T12, revenue within 2x, same state
BABC SCHOLARSHIP FOUNDATIONCAT12 $71,338$52,120 President$0 Same NTEE code T12, revenue within 2x, same state
REDLANDS POLICE OFFICERS FOUNDATIONCAT12 $125,421$111,992 PRESIDENT$0 Same NTEE code T12, revenue within 2x, same state
CALIFORNIA LIONS FOUNDATIONCAT12 $97,543$69,298 Treasurer$0 Same NTEE code T12, revenue within 2x, same state
RAYDOL MEMORIAL FOUNDATION INCCAT12 $100,000$583 CHIEF EXECUTIVE OFFICER$0 Same NTEE code T12, revenue within 2x, same state
BORREGO SPRINGS ROTARY FOUNDATIONCAT12 $114,306$83,319 PRESIDENT$0 Same NTEE code T12, revenue within 2x, same state
U4U FOUNDATIONCAT12 $81,047$79,231 Chairman$20,000 Same NTEE code T12, revenue within 2x, same state
GIFT USA FOUNDATION INCCAT12 $128,265$132,119 President$0 Same NTEE code T12, revenue within 2x, same state
JASON MRAZ FOUNDATIONCAT12 $115,705$244,917 President$0 Same NTEE code T12, revenue within 2x, same state
MONDAY CLUB FOUNDATION INCCAT12 $73,077$176,173 PRESIDENT$0 Same NTEE code T12, revenue within 2x, same state
UNITY MUSIC FOUNDATIONCAT12 $84,646$215,905 SECRETARY$20,093 Same NTEE code T12, revenue within 2x, same state
LOS ANGELES CHARITABLE ASSOCIATION INCORPORATEDCAT12 $108,763$85,515 PRESIDENT$0 Same NTEE code T12, revenue within 2x, same state
COUNTY CENTER ROTARY COMMUNITY SUPPORTCAT12 $75,322$66,210 Board Member$0 Same NTEE code T12, revenue within 2x, same state
CALCO GIVEBACK PACKCAT12 $77,178$77,487 President$0 Same NTEE code T12, 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
THE DERFNER FOUNDATION Private foundation$1,000,0002 12023–2024 GREEN-4-KIDS
DONOR ADVISED CHARITABLE GIVING DAF sponsor$393,10017 72018–2024 ASPIREKIDS; JASON MRAZ FOUNDATION; CENTRAL COAST STATE VETERANS CEMETARY NON PROFIT CORPORATION; FRIENDS OF THE MOUNT SHASTA AVALANCHE CENTER and 3 more
NATIONAL PHILANTHROPIC TR DAF sponsor$253,4505 22021–2024 GALATOIRE FOUNDATION INC; NOT TODAY CANCER INC
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$240,0003 22015–2017 JASON MRAZ FOUNDATION; REAGAN LEGACY FOUNDATION
K A H R FOUNDATION Private foundation$150,0002 12019–2024 REAGAN LEGACY FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$139,07014 92019–2024 GALATOIRE FOUNDATION INC; GIFT USA FOUNDATION INC; CALIFORNIA LIONS FOUNDATION; ROSEMARY BEACH FOUNDATION INC and 5 more
THE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION DAF sponsor$136,6002 12014–2021 BLUFFTON LIONS FOUNDATION
THE ST JOE COMMUNITY FOUNDATION INC Private foundation$115,0007 12017–2024 ROSEMARY BEACH FOUNDATION INC
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$110,0003 32022–2024 PALM BEACH RAY OF HOPE FOUNDATION INC; ROTARY CLUB OF MARBLEHEAD CHARITABLE FOUNDATION INC; R A K E PROJECT INC
JEWISH COMMUNITY FOUNDATION OF SAN DIEGO DAF sponsor$108,5002 22023–2023 ACHEVE FOUNDATION; BORREGO SPRINGS ROTARY FOUNDATION
WINTERCREEK FOUNDATION Private foundation$100,0001 12024–2024 KINISI MOVEMENT INC
COON FAMILY FOUNDATION Private foundation$100,0001 12024–2024 JASON MRAZ FOUNDATION
COMMUNITY FOUNDATION FOR MONTEREY COUNTY DAF sponsor$100,0001 12015–2015 CENTRAL COAST STATE VETERANS CEMETARY NON PROFIT CORPORATION
CHARITIES AID FOUNDATION AMERICA DAF sponsor$98,7723 12018–2020 JASON MRAZ FOUNDATION
ALYS FOUNDATION INC Private foundation$77,50011 12014–2024 ROSEMARY BEACH FOUNDATION INC

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 990EZ · $56,207 spent · pay $0 · grants $55,517 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $55,517 98.8%
Other expenses (detail on Schedule O) $458 0.8%
Printing, publications, postage $232 0.4%
Total$56,207100%

View the filing

2023 · Form 990EZ · $10,966 spent · pay $0 · grants $10,600 · events $29,499
LineAs describedTotalShare
Grants and similar amounts paid $10,600 96.7%
Printing, publications, postage $226 2.1%
Other expenses (detail on Schedule O) $140 1.3%
Fundraising events Eventdirect expenses; gross income -$29,499reported apart
Total$10,966100%

View the filing

2022 · Form 990EZ · $8,926 spent · pay $0 · grants $8,600 · events $19,170
LineAs describedTotalShare
Grants and similar amounts paid $8,600 96.3%
Printing, publications, postage $212 2.4%
Other expenses (detail on Schedule O) $114 1.3%
Fundraising events Eventdirect expenses; gross income -$19,170reported apart
Total$8,926100%

View the filing

2021 · Form 990EZ · $12,716 spent · pay $0 · grants $12,100 · events $23,052
LineAs describedTotalShare
Grants and similar amounts paid $12,100 95.2%
Other expenses (detail on Schedule O) $370 2.9%
Printing, publications, postage $246 1.9%
Fundraising events Eventdirect expenses; gross income -$23,052reported apart
Total$12,716100%

View the filing

2020 · Form 990EZ · $8,658 spent · pay $0 · grants $8,000 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $8,000 92.4%
Other expenses (detail on Schedule O) $511 5.9%
Printing, publications, postage $147 1.7%
Total$8,658100%

View the filing

2019 · Form 990EZ · $7,712 spent · pay $0 · grants $7,500 · events $1,748
LineAs describedTotalShare
Grants and similar amounts paid $7,500 97.3%
Printing, publications, postage $155 2.0%
Other expenses (detail on Schedule O) $57 0.7%
Fundraising events Eventdirect expenses; gross income -$1,748reported apart
Total$7,712100%

View the filing

2018 · Form 990EZ · $27,870 spent · pay $0 · grants $27,428 · events $20,814
LineAs describedTotalShare
Grants and similar amounts paid $27,428 98.4%
Printing, publications, postage $334 1.2%
Other expenses (detail on Schedule O) $108 0.4%
Fundraising events Eventdirect expenses; gross income -$20,814reported apart
Total$27,870100%

View the filing

2017 · Form 990EZ · $16,978 spent · pay $0 · grants $14,099 · events $24,679
LineAs describedTotalShare
Grants and similar amounts paid $14,099 83.0%
Other expenses (detail on Schedule O) $2,718 16.0%
Printing, publications, postage $161 0.9%
Fundraising events Eventdirect expenses; gross income -$24,679reported apart
Total$16,978100%

View the filing

2016 · Form 990EZ · $13,725 spent · pay $0 · grants $13,500 · events $43,299
LineAs describedTotalShare
Grants and similar amounts paid $13,500 98.4%
Printing, publications, postage $225 1.6%
Fundraising events Eventdirect expenses; gross income -$43,299reported apart
Total$13,725100%

View the filing