ROTARY HACIENDAS INC Charity Report

Public IRS 990 nonprofit record

ROTARY HACIENDAS INC

EIN 94-2978646 · Housing & Shelter (L22Z)

What they do

CORPORATION OWNS and SUPERVISES THE MANAGEMENT of 130 UNITS of LOW INCOME SENIOR CITIZEN HOUSING DEVELOPMENTS IN SAN MATEO, CALIFORNIA.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $19,522.80 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 leaders15 people are listed in the latest report.

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

Money made simple

1,124.57%of revenue went to mission work19,522.8% of expenses · Program services

$5.76spent for every $100 of revenueRevenue covered expenses this year.

5.76%of revenue went to management and office costs100.0% of expenses

$1,375.10in assets for every $1 spent this yearSome assets cannot be spent right away.

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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.

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$171,397

Mission workProgram services$1,927,4841,124.57% of revenue19,522.8% of expenses

ManagementOffice and general costs$9,8735.76% of revenue100.0% of expenses

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

Revenue left after expensesReported annual surplus$161,52494.24% of revenueShown in gray on the chart

Total expenses$9,8735.76% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

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: 19,522.8% mission · 100.0% management · 0.0% fundraisingTotal expenses: 5.76% of revenue

2023Expense mix: 20,993.6% mission · 100.0% management · 0.0% fundraisingTotal expenses: 6.93% of revenue

2022Expense mix: 21,540.3% mission · 100.0% management · 0.0% fundraisingTotal expenses: 5.42% of revenue

2021Expense mix: 19,720.4% mission · 100.0% management · 0.0% fundraisingRevenue comparison unavailable

2020Expense mix: 22,335.0% mission · 100.0% management · 0.0% fundraisingTotal expenses: 5.35% of revenue

2019Expense mix: 7,319.8% mission · 100.0% management · 0.0% fundraisingTotal expenses: 9.14% of revenue

2018Expense mix: 5,808.5% mission · 100.0% management · 0.0% fundraisingTotal expenses: 3.08% of revenue

Money in and money out

Revenue$171,397

Expenses$9,873

Annual surplus $161,524 Revenue was higher than expenses 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)$1,927,484 · 19,522.8% of expenses

This source amount exceeds total expenses; compare the filing details carefully.

Management and office costs$9,873 · 100.0% of expenses

See all reported dollar amounts

Revenue$171,397

Expenses$9,873

Assets$13,576,395

Income$2,177,630

Mission work (program services)$1,927,484

Management and general$9,873

Investing fees$9,873

People

Leadership and board

Tax year 2024

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

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (15)

ANNE CAMPBELLSECRETARY

BRUCE BEANDIRECTOR

CLARK FUNKHOUSERDIRECTOR

DENNIS THOMASDIRECTOR

GARY HUNTDIRECTOR

JEFF LOWENSTEINTREASURER

JOHN BARRETTDIRECTOR

LISA DIAZ-NASHDIRECTOR

PETER SORTWELLDIRECTOR

PHILLIP RAISERDIRECTOR

ROD LINHARESPRESIDENT

SHAWN DE LUNADIRECTOR

TODD FOSTERDIRECTOR

TOM DOORDIRECTOR

TONY VILLANUEVADIRECTOR

About this charity

Recognized since: January 1986
Location: PO BOX 95, SAN MATEO, CA 94401-0095
County: San Mateo
In care of: JEFF LOWENSTEIN
Primary officer: JEFF LOWENSTEIN, TREASURER

How to reach them

Phone(650) 328-7000 Officer phone(415) 307-9710

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: SD MAYER & ASSOCIATES LLP
NTEE classification: Housing & Shelter (L22Z)
IRS tax category: Assisted Living Facilities for the Elderly