Rotary Valley Inc

Foundation · Grantmaker San Francisco, CA EIN: 94-3244788

MISSION: THIS ORGANIZATION SUPPORTS BRIDGE HOUSING CORPORATION (BRIDGE). BRIDGE STRENGTHENS COMMUNITIES BY DEVELOPING, OWNING AND MANAGING HIGH-QUALITY, AFFORDABLE HOMES FOR WORKING FAMILIES AND SENIORS.VISION:* BRIDGE STRENGTHENS COMMUNITIES AND CREATES OPPORTUNITIES FOR WORKING FAMILIES AND SENIORS, BEGINNING BUT NOT ENDING WITH HOUSING.* BRIDGE IS A LEADER AND INNOVATOR IN THE MISSION-DRIVEN BUSINESS OF EFFECTIVE PRODUCTION, OPERATION AND OWNERSHIP OF AFFORDABLE AND MIXED-INCOME HOUSING.* BRIDGE EARNS THE HIGHEST DEGREE OF CUSTOMER SATISFACTION FROM ALL STAKEHOLDERS, INCLUDING RESIDENTS, NEIGHBORS, INVESTORS, TAXPAYERS, PRIVATE- AND PUBLIC-SECTOR PARTNERS, AND EMPLOYEES.* BRIDGE IS THE GO-TO DEVELOPER AND OWNER FOR PUBLIC OFFICIALS, INVESTORS AND COMMUNITIES SEEKING AN ARRAY OF HOUSING SOLUTIONS, AND IT DELIVERS RESULTS.

Key facts about Rotary Valley Inc

EIN
94-3244788
Latest 990 filing
Form 990-PF, 2024
Total assets
$600,599

Data from IRS Form 990-PF, 2024; updated September 2026.

Next steps with Rotary Valley Inc

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$601K

+5.3% YoY

Revenue

$32K

-2.7% YoY

Net Investment Income

—

Expenses

$35K

-4.2% YoY

About Rotary Valley Inc

Based on IRS filings

Rotary Valley Inc is a nonprofit organization focused on Housing & Shelter, based in San Francisco, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $601K in total assets.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

San Francisco

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K20202021202220232024
Metric202420232022
Total Assets$600,599$570,422$541,770
Revenue$32,377$33,290$32,290
Expenses$34,552$36,048$34,185
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$15K$23K$30K1 grants20201 grants20211 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

NameTitleHoursCompensation
Delphine ShermanEVP/CFO1—
James MatherVice President/Director1—
Kenneth LombardPresident/Director1—
Rebecca HlebaskoVice President & Secretary1—
Sierra AtilanoVice President/Director1—
Natalia WilliamsVice President1—
Smitha SeshadriVice President1—
Brad WiblinFormer Vice President——

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Rotary Valley Inc?

Rotary Valley Inc is a nonprofit organization focused on Housing & Shelter, based in San Francisco, CA. It holds $601K in total assets as of 2024.

How large is Rotary Valley Inc?

As of 2024, Rotary Valley Inc holds $601K in total assets with $32K in annual revenue.

Where does Rotary Valley Inc operate?

Rotary Valley Inc has awarded grants in California.

What is Rotary Valley Inc's EIN?

Rotary Valley Inc's EIN (Employer Identification Number) is 94-3244788. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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