ROTARY CLUB OF STOCKTON Charity Report

Public IRS 990 nonprofit record

ROTARY CLUB OF STOCKTON

EIN 94-0818520 · Alliances & Advocacy - Foreign Affairs (Q01)

What they do

THE ROTARY CLUB of STOCKTON, FOUNDED IN 1914 AS THE 92ND ROTARY CLUB IN THE WORLD, is PART of ROTARY INTERNATIONAL, A GLOBAL NETWORK of SERVICE ORGANIZATIONS COMMITTED to HUMANITARIAN ACTION and GOODWILL. THE CLUB ENGAGES MEMBERS IN SERVICE to IMPROVE LIVES LOCALLY and INTERNATIONALLY, FOSTERING FELLOWSHIP and LEADERSHIP THROUGH COMMUNITY IMPACT. THE CLUB CONTINUES to ADVANCE LITERACY THROUGH THE "READ to ME STOCKTON" PROGRAM, ORIGINALLY LAUNCHED BY STOCKTON ROTARY and NOW AN INDEPENDENT NONPROFIT THAT DISTRIBUTES FREE BOOKS to CHILDREN THROUGHOUT THE CITY. WITH ONGOING LEADERSHIP and SUPPORT FROM THE CLUB, THE PROGRAM is EXPANDING to REACH FAMILIES COUNTYWIDE ACROSS SAN JOAQUIN COUNTY, HELPING YOUNG READERS BUILD STRONG FOUNDATIONS for LIFELONG LEARNING.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $52.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders12 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

56.43%of revenue went to mission work52.9% of expenses · Program services

$106.65spent for every $100 of revenueSpending was higher than revenue this year.

50.21%of revenue went to management and office costs47.1% of expenses

$0.31in assets for every $1 spent this yearSome assets cannot be spent right away.

54.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $7,277 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $10,800 for MATTHEW P GRIZZLE (SECRETARY). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$109,441

Mission workProgram services$61,76356.43% of revenue52.9% of expenses

ManagementOffice and general costs$54,95550.21% of revenue47.1% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$116,718106.65% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 52.9% mission · 47.1% management · 0.0% fundraisingTotal expenses: 106.65% of revenue

2023Expense mix: 28.2% mission · 71.8% management · 0.0% fundraisingTotal expenses: 90.46% of revenue

2022Expense mix: 7.3% mission · 92.7% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

2021Expense mix: 14.7% mission · 85.3% management · 0.0% fundraisingTotal expenses: 131.99% of revenue

2020Expense mix: 15.6% mission · 84.4% management · 0.0% fundraisingTotal expenses: 99.44% of revenue

2019Expense mix: 31.6% mission · 68.4% management · 0.0% fundraisingTotal expenses: 127.55% of revenue

2018Expense mix: 32.3% mission · 67.7% management · 0.0% fundraisingTotal expenses: 114.14% of revenue

2017Expense mix: 47.8% mission · 52.2% management · 0.0% fundraisingTotal expenses: 100.16% of revenue

Money in and money out

Revenue$109,441

Expenses$116,718

Annual shortfall $7,277 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$61,763 · 52.9% of expenses

Management and office costs$54,955 · 47.1% of expenses

See all reported dollar amounts

Revenue$109,441

Expenses$116,718

Assets$36,038

Income$172,501

Contributions$59,069

Mission work (program services)$61,763

Grants given$117,690

Average grant$11,769

Management and general$54,955

Accounting fees$3,500

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MATTHEW P GRIZZLESECRETARY · 2 hrs/week $10,800

SALLY MOTTATREASURER · 3 hrs/week $6,400

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (12)

MATTHEW P GRIZZLESECRETARY

SALLY MOTTATREASURER

ANN JOHNSTONDIRECTOR

EDITH VILLAPUDUADIRECTOR

ELIZABETH MOWRY HULPRESIDENT

JOSEPH FENECKDIRECTOR

KEVIN KAUFFMANDIRECTOR

LEONARD HANSENDIRECTOR

LORIE LIDDICOATDIRECTOR

MIGUEL LARADIRECTOR

PRISCILLA HERNANDEZDIRECTOR

WALT WAGERDIRECTOR

About this charity

Recognized since: January 1942
Location: PO BOX 7457, STOCKTON, CA 95267-0457
County: San Joaquin
In care of: % LOUIS LEMOS
Primary officer: SALLY MOTTA, TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(209) 851-5299

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: LINDSTROM ACCOUNTANCY CORP
NTEE classification: Alliances & Advocacy - Foreign Affairs (Q01)
IRS tax category: Alliances & Advocacy - Foreign Affairs
Grant-giving organization: Yes