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Nonprofit · EIN 03-0436107

OWASSO ROTARY FOUNDATION INC

Tax-exempt (reinstated) · OWASSO, OK 74055

Financials

$5K$3K2022$3K$4K2023$7K$5K2024
Revenue Expenses · by fiscal year end
Financials of OWASSO ROTARY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$6,573$5,442$1,131$3,158$0$3,158
June 30, 2024990-PF$3,426$4,200-$774$2,027$0$2,027
June 30, 2023990-PF$4,903$3,036$1,867$2,801$0$2,801
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Other income
$6,573

Expenses

Grants and similar amounts paid
$0
Disbursements for charitable purposes
$3,072

Balance sheet and other

Total assets, start of year
$2,027
Total assets, end of year
$3,158
Total liabilities, end of year
$0
Net assets, end of year
$3,158
Fair market value of assets
$3,158
Qualifying distributions
$3,072

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
LINDSEY WILLIAMS
PO BOX 545, OWASSO, OK 74055
President2$0
JENNIFER BALLARD
PO BOX 545, OWASSO, OK 74055
Treasurer2$0
990-PF for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
LINDSEY WILLIAMS
PO BOX 545, OWASSO, OK 74055
President2$0
JENNIFER BALLARD
PO BOX 545, OWASSO, OK 74055
Treasurer2$0
990-PF for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensation
LINDSEY WILLIAMS
PO BOX 545, OWASSO, OK 74055
PRESIDENT ELECT1$0
JENNIFER BALLARD
PO BOX 545, OWASSO, OK 74055
President2$0
BRIAN L INMAN
PO BOX 545, OWASSO, OK 74055
Treasurer1$0
ALEXA BEEMER
5772 E 25TH PLACE, TULSA, OK 74114
Secretary1$0
STANLEY EVETTS
PO BOX 545, OWASSO, OK 74055
ASSIST GOVENOR0$0

Address and contacts

Address (IRS master file)
PO BOX 545, OWASSO, OK 74055-0545
In care of
% BRENDA SNOW
Mailing address (990-N for 2010)
PO BOX 545, OWASSO OK 74055
Principal officer (990-N for 2010)
CHELSEA HARKINS, PO BOX 545, OWASSO OK 74055
Signed the 990-PF
JENNIFER BALLARD, Treasurer
Phone
(918) 376-1523
Return prepared by
B England & Company PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
03-0436107
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2019
Accounting year ends
June
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$3,158
Income (IRS master file)
$6,573

Revocation and reinstatement

Exemption revoked
May 15, 2016
Posted by the IRS
August 8, 2016
Reinstated
Effective May 15, 2016

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$6,573$5,442$3,158XML
990-PFJune 2024$3,426$4,200$2,027XML
990-PFJune 2023$4,903$3,036$2,801XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFDecember 2018–––IRS
990-N for 2010
Officer: CHELSEA HARKINS
December 31, 2010≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0436107).

Questions about OWASSO ROTARY FOUNDATION INC

What is the EIN of OWASSO ROTARY FOUNDATION INC?
The employer identification number (EIN) of OWASSO ROTARY FOUNDATION INC is 03-0436107.
Is OWASSO ROTARY FOUNDATION INC tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2016 and reinstated it effective May 15, 2016.
Are donations to OWASSO ROTARY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OWASSO ROTARY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of OWASSO ROTARY FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OWASSO ROTARY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who is the principal officer of OWASSO ROTARY FOUNDATION INC?
The 990-N for 2010 names CHELSEA HARKINS.
Who are the officers and directors of OWASSO ROTARY FOUNDATION INC?
The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does OWASSO ROTARY FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $6,573, expenses of $5,442 and total assets of $3,158 at year end.

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