Civic Intelligence

Valley of the Moon Rotary Foundation

EIN 56-2662704 • 501(c)3 • Santa Rosa, CA

Pub. 78 Eligible990-N Coverage

Profile

The Valley of the Moon Rotary Foundation was established by the Rotary Club of the Valley of the Moon to enhance fundraising in support of the Club's charitable activities in the International, Community and Vocation Avenues of Services.

6520 Oakmont DriveSanta Rosa, CA 95409

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

23rd percentile

-38%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-70%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$58,254

Down $36,054 (-38%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$58,254

Down $36,054 (-38%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Down

$42,306

Down $99,141 (-70%) from 2023

Expenses

Down

$25,411

Down $7,457 (-23%) from 2023

Net Income

Down

$16,895

Down $91,684 (-84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $90,520Liabilities 2012: $15,6002012Assets 2013: $75,079Liabilities 2013: $9,100Net Assets 2013: $65,9792013Assets 2014: $87,920Liabilities 2014: $14,400Net Assets 2014: $73,5202014Assets 2015: $81,926Liabilities 2015: $5,600Net Assets 2015: $76,3262015Assets 2016: $84,094Liabilities 2016: $2,100Net Assets 2016: $81,9942016Assets 2017: $60,447Liabilities 2017: $3,600Net Assets 2017: $56,8472017Assets 2018: $106,474Liabilities 2018: $3,950Net Assets 2018: $102,5242018Assets 2019: $98,960Liabilities 2019: $2,100Net Assets 2019: $96,8602019Assets 2020: $120,982Liabilities 2020: $3,600Net Assets 2020: $117,3822020Assets 2023: $94,308Net Assets 2023: $94,3082023Assets 2024: $58,254Net Assets 2024: $58,2542024

Highlighted filing

2024

Assets$58,254
Liabilities-
Net Assets$58,254
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $79,018Expenses 2012: $62,221Net Income 2012: $16,7972012Revenue 2013: $51,013Expenses 2013: $56,659Net Income 2013: -$5,6462013Revenue 2014: $54,211Expenses 2014: $46,670Net Income 2014: $7,5412014Revenue 2015: $62,263Expenses 2015: $59,457Net Income 2015: $2,8062015Revenue 2016: $72,005Expenses 2016: $57,306Net Income 2016: $14,6992016Revenue 2017: $63,737Expenses 2017: $88,884Net Income 2017: -$25,1472017Revenue 2018: $90,580Expenses 2018: $44,903Net Income 2018: $45,6772018Revenue 2019: $80,377Expenses 2019: $86,041Net Income 2019: -$5,6642019Revenue 2020: $75,906Expenses 2020: $75,483Net Income 2020: $4232020Revenue 2023: $141,447Expenses 2023: $32,868Net Income 2023: $108,5792023Revenue 2024: $42,306Expenses 2024: $25,411Net Income 2024: $16,8952024

Highlighted filing

2024

Revenue$42,306
Expenses$25,411
Net Income$16,895
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,254
Liabilities
-
Net assets
$58,254
Revenue
$42,306
Expenses
$25,411
Net income
$16,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.42$0.25$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.94$1.41$0.33$1.09
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.04$1.17$0.76$0.75$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.02$0.97$0.80$0.86$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.04$1.03$0.91$0.45$0.46
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.04$0.57$0.64$0.89$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.02$0.82$0.72$0.57$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.06$0.76$0.62$0.59$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.14$0.74$0.54$0.47$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.09$0.66$0.51$0.57$0.06
2012Summary only. Only limited summary data is available for this year.$0.91$0.16$0.79$0.62$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$68,011
Mission and Program Overview

Mission

The Valley of the Moon Rotary Foundation was established by the Rotary Club of the Valley of the Moon to enhance fundraising in support of the Club's charitable activities in the International, Community and Vocation Avenues of Services.

Program Services

DescriptionGrantsExpenses
Our website, www.valleyofhtemoonrotary.com, describes some of our Foundation's charitable activities for the fiscal year.-$25,360
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth MooreTreasurer-$0--
Valerie HusleySecretary-$0--
Patricia GoolerDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$67,560$67,560$17,319$50,241
Total Events$67,560$67,560$25,705$41,855
Filing and Contact Details

Filer

Filer Name
Valley of the Moon Rotary Foundation
EIN
56-2662704
Phone
7075387442
Address
6520 Oakmont Drive, Santa Rosa, CA 95409

Signing Officer

Name
Elizabeth Moore
Title
Treasurer
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Goranson Tax and Consulting Inc
Address
403 Chinn Street, Santa Rosa, CA 95404
Preparer
Blake Gunter
Phone
7075421256
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.10

“| Donee's Name: Sonoma Valley Programs | Donee's Address: 18751 Railroad Ave Sonoma CA 95476 | Cash Amount Given: $9517”

Other Expenses.1

“Sierra Garden $150”

Other Expenses.2

“Other expenses $10”

Other Assets.2

“Endowment - Beginning $6039 Endowment - Ending $0”

Raw XML Appendix144 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Elizabeth Moore
IRS990EZ/BooksInCareOfDetail/PhoneNum07075387442
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06572 Oakmont Drive Suite A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Rosa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095409
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088269
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058254
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0451
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016895
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt094308
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058254
IRS990EZ/FundraisingGrossIncomeAmt067560
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024901
IRS990EZ/GrossReceiptsAmt068011
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt094308
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058254
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt094308
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058254
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elizabeth Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Valerie Husley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Patricia Gooler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06039
IRS990EZ/OtherChangesInNetAssetsAmt0-52949
IRS990EZ/OtherExpensesTotalAmt0160
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Valley of the Moon Rotary Foundation was established by the Rotary Club of the Valley of the Moon to enhance fundraising in support of the Club's charitable activities in the International, Community and Vocation Avenues of Services.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Our website, www.valleyofhtemoonrotary.com, describes some of our Foundation's charitable activities for the fiscal year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025360
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025705
IRS990EZ/SpecialEventsNetIncomeLossAmt041855
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt025411
IRS990EZ/TotalProgramServiceExpensesAmt025360
IRS990EZ/TotalRevenueAmt042306
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0451
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt071405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt071856
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt071856
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0451
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt071405
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt071856
IRS990ScheduleA/TotalSupportAmt071856
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025705
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Crab Feed
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08386
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08386
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt067560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt067560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067560
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041855
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017319
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Sonoma Valley Programs | Donee's Address: 18751 Railroad Ave Sonoma CA 95476 | Cash Amount Given: $9517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Sierra Garden $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other expenses $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Endowment - Beginning $6039 Endowment - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Moore
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Valley of the Moon Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0562662704
ReturnHeader/Filer/PhoneNum07075387442
ReturnHeader/Filer/USAddress/AddressLine1Txt06520 Oakmont Drive
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095409
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873976308
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goranson Tax and Consulting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0403 Chinn Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Rosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095404
ReturnHeader/PreparerPersonGrp/PhoneNum07075421256
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Blake Gunter
ReturnHeader/ReturnTs02025-05-14T13:05:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.