Civic Intelligence

Petaluma Valley Rotary Trust

EIN 68-0222925 • 501(c)3 • Petaluma, CA

Profile

Support educational, charitable & humanitarian endeavors. Number of people benefited:2500

PO Box 2101Petaluma, CA 94953

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

63rd percentile

9.8%

Higher net margin than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$335,471

Up $38,772 (+13%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$335,471

Up $38,802 (+13%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Down

$72,044

Down $1,577 (-2.1%) from 2024

Expenses

Down

$64,998

Down $15,575 (-19%) from 2024

Net Income

Up

$7,046

Up $13,998 (+201%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$400K$300K$200K$100K$0Assets 2011: $86,706Liabilities 2011: $9,8602011Assets 2012: $89,727Liabilities 2012: $9,8602012Assets 2013: $90,438Liabilities 2013: $6,6242013Assets 2014: $141,655Liabilities 2014: $0Net Assets 2014: $141,6552014Assets 2015: $129,427Liabilities 2015: $0Net Assets 2015: $129,4272015Assets 2016: $141,176Liabilities 2016: $0Net Assets 2016: $141,1762016Assets 2017: $158,938Liabilities 2017: $0Net Assets 2017: $158,9382017Assets 2018: $198,498Liabilities 2018: $0Net Assets 2018: $198,4982018Assets 2019: $209,208Liabilities 2019: $0Net Assets 2019: $209,2082019Assets 2020: $243,461Liabilities 2020: $0Net Assets 2020: $243,4612020Assets 2021: $228,037Liabilities 2021: $0Net Assets 2021: $228,0372021Assets 2022: $193,684Liabilities 2022: $0Net Assets 2022: $193,6842022Assets 2023: $279,479Liabilities 2023: $0Net Assets 2023: $279,4792023Assets 2024: $296,699Liabilities 2024: $0Net Assets 2024: $296,6692024Assets 2025: $335,471Net Assets 2025: $335,4712025

Highlighted filing

2025

Assets$335,471
Liabilities-
Net Assets$335,471
Open 2025 Filing

Operations Trend

Revenue Growth72nd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $25,701Expenses 2011: $25,278Net Income 2011: $4232011Revenue 2012: $25,633Expenses 2012: $27,301Net Income 2012: -$1,6682012Revenue 2013: $36,386Expenses 2013: $35,849Net Income 2013: $5372013Revenue 2014: $83,280Expenses 2014: $31,935Net Income 2014: $51,3452014Revenue 2015: $150,157Expenses 2015: $162,384Net Income 2015: -$12,2272015Revenue 2016: $79,738Expenses 2016: $67,989Net Income 2016: $11,7492016Revenue 2017: $70,763Expenses 2017: $53,001Net Income 2017: $17,7622017Revenue 2018: $79,248Expenses 2018: $39,688Net Income 2018: $39,5602018Revenue 2019: $83,696Expenses 2019: $72,986Net Income 2019: $10,7102019Revenue 2020: $109,617Expenses 2020: $75,364Net Income 2020: $34,2532020Revenue 2021: $60,077Expenses 2021: $75,501Net Income 2021: -$15,4242021Revenue 2022: $41,761Expenses 2022: $76,114Net Income 2022: -$34,3532022Revenue 2023: $160,842Expenses 2023: $75,047Net Income 2023: $85,7952023Revenue 2024: $73,621Expenses 2024: $80,573Net Income 2024: -$6,9522024Revenue 2025: $72,044Expenses 2025: $64,998Net Income 2025: $7,0462025

Highlighted filing

2025

Revenue$72,044
Expenses$64,998
Net Income$7,046
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$335,471
Liabilities
-
Net assets
$335,471
Revenue
$72,044
Expenses
$64,998
Net income
$7,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.35$3.35$0.72$0.65$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.74$0.81$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$1.61$0.75$0.86
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.42$0.76$0.34
2021Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.60$0.76$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$1.10$0.75$0.34
2019Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.84$0.73$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.79$0.40$0.40
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.71$0.53$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.80$0.68$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$1.50$1.62$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.83$0.32$0.51
2013Summary only. Only limited summary data is available for this year.$0.90$0.07$0.36$0.36$0.01
2012Summary only. Only limited summary data is available for this year.$0.90$0.10$0.26$0.27$0.02
2011Summary only. Only limited summary data is available for this year.$0.87$0.10$0.26$0.25$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$72,044
Mission and Program Overview

Mission

Support educational, charitable & humanitarian endeavors.

Support educational, charitable & humanitarian endeavors.number of people benefited:2500

Program Services

DescriptionGrantsExpenses
GRANTS TO TEACHERS FOR STUDENT ENRICHMENT$38,130-
COMMUNITY SERVICE PROJECTS INCLUDING SUPPORT FOR HOMELESS FAMILIES, LITERACY, CAMPS FOR ABUSED CHILDREN, SUPPORT FOR INVALID SENIORS AND ENVIORNMENTAL SUSTAINABILITY$10,216-
INTERNATIONAL ASSISTANCE$9,225-
SCHOLARSHIPS TO STUDENTS FOR HIGHER EDUCATION$4,000-
BEAUTIFICATION OF SCHOOL CAMPUS$3,400-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN BURNSDirector-$0--
JENNIFER CARTERPresident-$0--
DAVID BARBIERIDirector-$0--
WALT HUSSEYSecretary-$0--
JOHN MOLLERWebmaster-Past-$0--
JULI ANN LEDERHAUSDirector-$0--
JEFF RUTHERFORDTrust Treasurer-$0--
JOSEPHINE THORNTONDirector-$0--
PATRICIA THOMASClub Director-$0--
RENEE MCKENNADirector-$0--
PAT BAIRD-HENDREYClub Treasurer-$0--
NICOLE WADEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Petaluma Valley Rotary Trust
EIN
68-0222925
Phone
7073228625
Address
PO BOX 2101, PETALUMA, CA 94953

Signing Officer

Name
Jennifer Carter
Title
Trust Treasurer
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Strategic Tax and Accounting Group
Address
124 Howard Street, Petaluma, CA 94952
Preparer
Jeffrey R Rutherford Ma Ea
Phone
7077629300
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: COMMUNITY SERVICE | Donee's Address: PVR Trust Petaluma CA 94952 | Cash Amount Given: $10216”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: INTERNATIONAL | Donee's Address: PVR Trust Petaluma CA 94952 | Cash Amount Given: $9225”

Grants and Similar Amounts Paid In Excess of $5,000.4

“| Donee's Name: TEACHER GRANTS | Donee's Address: PVR Trust Petaluma Ca 94952 | Cash Amount Given: $38130”

Raw XML Appendix181 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
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN BURNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID BARBIERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WALT HUSSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN MOLLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULI ANN LEDERHAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEFF RUTHERFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOSEPHINE THORNTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PATRICIA THOMAS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10PAT BAIRD-HENDREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11NICOLE WADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4WEBMASTER-PAST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUST TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CLUB DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10CLUB TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt031726
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUCATIONAL, CHARITABLE & HUMANITARIAN ENDEAVORS.NUMBER OF PEOPLE BENEFITED:2500
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INTERNATIONAL ASSISTANCE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3GRANTS TO TEACHERS FOR STUDENT ENRICHMENT
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt064998
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt072044
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IRS990ScheduleA/TotalSupportAmt0419311
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: COMMUNITY SERVICE | Donee's Address: PVR Trust Petaluma CA 94952 | Cash Amount Given: $10216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: INTERNATIONAL | Donee's Address: PVR Trust Petaluma CA 94952 | Cash Amount Given: $9225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: TEACHER GRANTS | Donee's Address: PVR Trust Petaluma Ca 94952 | Cash Amount Given: $38130
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETALUMA VALLEY ROTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PETA
ReturnHeader/Filer/EIN0680222925
ReturnHeader/Filer/PhoneNum07073228625
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ReturnHeader/Filer/USAddress/CityNm0PETALUMA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Petaluma
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ReturnHeader/ReturnTs02025-11-17T20:44:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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