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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 04-2023237

ROTARY CLUB EDUCATION FUND OF WORCESTER

Tax-exempt · WORCESTER, MA 01613

Financials

$6K$11K2022$3K$9K2023$6K$9K2024
Revenue Expenses · by fiscal year end
Financials of ROTARY CLUB EDUCATION FUND OF WORCESTER by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$6,252$9,428-$3,176$599,015$0$599,015
June 30, 2024990$3,473$8,967-$5,494$552,150$0$552,150
June 30, 2023990-EZ$5,501$10,844-$5,343$486,329–$486,329
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$585
Program service revenue
$0
Investment income
$5,667
Net gain from sales of assets
-$1,166
Other revenue
$0

Expenses

Grants and similar amounts paid
$7,100
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$2,170
Program services (functional)
$7,246
Management and general (functional)
$2,182

Balance sheet and other

Total assets, start of year
$552,150
Total assets, end of year
$599,015
Total liabilities, end of year
$0
Net assets, end of year
$599,015
Publicly traded securities
$429,888
Net assets without donor restrictions
$599,015
Gross receipts
$17,373
Employees
0
Volunteers
10
Year formed
1921
State of legal domicile
MA

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JUNAID MARVIDirector
Trustee or director
0$0
ROBERT MANGANTreasurer
Trustee or director, Officer
0$0
BARBARA GUTHRIEDirector
Trustee or director
0$0
KRISTA PIAZZASecretary
Trustee or director, Officer
0$0
CHRISTOPHER GATESDirector
Trustee or director
0$0
SHANIEKA GAINESPresident
Trustee or director, Officer
0$0
RON FRASERVice President
Trustee or director, Officer
0$0
RICHARD PRAGERDirector
Trustee or director
0$0
VALERIE MWONGADirector
Trustee or director
0$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
JUNAID MARVIDirector
Trustee or director
0$0
ROBERT MANGANTreasurer
Trustee or director, Officer
0$0
SHANIEKA GAINESPresident
Trustee or director, Officer
0$0
ERICA WENNERBERGVice President
Trustee or director, Officer
0$0
CHRISTOPHER GATESPAST PRESIDENT
Trustee or director, Officer
0$0
BARBARA GUTHRIESecretary
Trustee or director, Officer
0$0
MARK O'FLAHERTYPAST PRESIDENT
Trustee or director, Officer
0$0
RICHARD PRAGERDirector
Trustee or director
0$0
990-EZ for the year ended June 30, 2023: 11 people
NameTitleHours / weekCompensation
JUNAID MARVIVice President0$0
ROBERT MANGANTreasurer0$0
BARBARA GUTHRIEPresident0$0
KRISTA PIAZZACLERK0$0
CHRISTOPHER GATESSARGENT AT ARMS0$0
ANDY BURGOYNEPAST PRESIDENT0$0
PHIL NIDDRIEDirector0$0
MICHAEL CONSENZADirector0$0
RICHARD PRAGERVice President0$0
DON DEPREZDirector0$0
VALERIE MWONGADirector0$0

Address and contacts

Address (IRS master file)
PO BOX 3413, WORCESTER, MA 01613-3413
Mailing address (990-N for 2012)
PO BOX 3413, WORCESTER MA 01613
Principal officer (990 for 2024)
ROBERT MANGAN, 70 WEST BOYLSTON STREET, WORCESTER, MA 01606
Principal officer (990-N for 2012)
H Lee Bishop, 52 Beachmont street, Worcester MA 01609
Signed the 990
ROBERT MANGAN, Treasurer
Phone
(978) 360-2149
Return prepared by
BISCEGLIA STEIMAN & FUDEMAN LLP

Mission

FINANCIAL ASSISTANCE THROUGH EDUCATIONAL LOANS AND SCHOLARSHIPS TO STUDENTS

990 for the year ended June 30, 2025

Program accomplishments

  • FINANCIAL ASSISTANCE THROUGH EDUCATIONAL LOANS AND SCHOLARSHIPS TO STUDENTS
    Expenses $7,246

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 on file
2023June 30, 2024November 15, 2024990 on file

File the 2025 990-N for ROTARY CLUB EDUCATION FUND OF WORCESTER

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
04-2023237
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1935
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$599,015
Income (IRS master file)
$17,373

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$6,252$9,428$599,015IRS
990June 2024$3,473$8,967$552,150IRS
990-EZJune 2023$5,501$10,844$486,329XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––IRS
990-N for 2012
Officer: H Lee Bishop
June 30, 2013≤ $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 04-2023237).

Questions about ROTARY CLUB EDUCATION FUND OF WORCESTER

What is the EIN of ROTARY CLUB EDUCATION FUND OF WORCESTER?
The employer identification number (EIN) of ROTARY CLUB EDUCATION FUND OF WORCESTER is 04-2023237.
Is ROTARY CLUB EDUCATION FUND OF WORCESTER tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1935.
Are donations to ROTARY CLUB EDUCATION FUND OF WORCESTER tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROTARY CLUB EDUCATION FUND OF WORCESTER file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of ROTARY CLUB EDUCATION FUND OF WORCESTER 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 ROTARY CLUB EDUCATION FUND OF WORCESTER last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ROTARY CLUB EDUCATION FUND OF WORCESTER?
The 990 for the year ended June 30, 2025 names ROBERT MANGAN.
Who are the officers and directors of ROTARY CLUB EDUCATION FUND OF WORCESTER?
The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does ROTARY CLUB EDUCATION FUND OF WORCESTER have?
On its 990 for the year ended June 30, 2025 it reported revenue of $6,252, expenses of $9,428 and total assets of $599,015 at year end.

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