Nonprofit · EIN 20-1693222
OAK RIDGE ROTARY COMMUNITY FUND
Tax-exempt · OAK RIDGE, TN 37831
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $27,484 | $24,561 | $2,923 | $16,305 | $0 | $16,305 |
| June 30, 2025 | 990 | $7,894 | $10,629 | -$2,735 | $13,383 | $0 | $13,383 |
| June 30, 2024 | 990 | -$31,990 | $8,970 | -$40,960 | $16,117 | $0 | $16,117 |
| June 30, 2022 | 990 | $13,144 | $16,918 | -$3,774 | $23,008 | $0 | $23,008 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $27,482
- Program service revenue
- $0
- Investment income
- $2
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $24,541
- Management and general (functional)
- $20
Balance sheet and other
- Total assets, start of year
- $13,383
- Total assets, end of year
- $16,305
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,305
- Net assets without donor restrictions
- $16,305
- Gross receipts
- $27,484
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2004
- State of legal domicile
- TN
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY RICE | PRESIDENT Trustee or director, Officer | 1 | $0 |
| WENDIE AURIN | IMMEDIATE PAST PRESIDENT Trustee or director | 1 | $0 |
| JUDY S WILSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| CYNTHIA S JEFFERS | TREASURER Trustee or director, Officer | 1 | $0 |
| ALAN C LOWE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DAVID W CARR | ASSISTANT TREASURER Trustee or director, Officer | 2 | $0 |
| ADA HERNANDEZ-BELL | PRESIDENT-ELECT Trustee or director | 1 | $0 |
990 for the year ended June 30, 2025: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY RICE | DIRECTOR Trustee or director | 1 | $0 |
| DAVID W CARR | ASSISTANT TREASURER Trustee or director, Officer | 2 | $0 |
| SCOTT JAMISON | IMMEDIATE PAST PRESIDENT Trustee or director | 1 | $0 |
| WENDIE AURIN | PRESIDENT ELECT Officer | 1 | $0 |
| JUDY S WILSON | SECRETARY Officer | 1 | $0 |
| CYNTHIA S JEFFERS | TREASURER Officer | 1 | $0 |
| JR HERTWIG | PRESIDENT Officer | 1 | $0 |
| JEFFREY PHILLIPS | VICE PRESIDENT Officer | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID W CARR | ASSISTANT TREASURER Trustee or director, Officer | 2 | $0 |
| JR HERTWIG | PRESIDENT ELECT Officer | 1 | $0 |
| CURTIS SCOTT JAMISON | PRESIDENT Officer | 1 | $0 |
| EMILY RICE | SECRETARY Officer | 1 | $0 |
| CYNTHIA S JEFFERS | TREASURER Officer | 1 | $0 |
| ROBERT S SMITH | PAST PRESIDENT Officer | 1 | $0 |
990 for the year ended June 30, 2022: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID W CARR | ASSISTANT TREASURER Trustee or director, Officer | 2 | $0 |
| JAMES C RATLIFF | VICE-PRESIDENT Officer | 1 | $0 |
| ROBERT SCOTT SMITH | PRESIDENT Officer | 1 | $0 |
| EMILY RICE | SECRETARY Officer | 1 | $0 |
| WENDIE AURIN | TREASURER Officer | 1 | $0 |
| CURTIS SCOTT JAMISON | PRESIDENT-ELECT Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4183, OAK RIDGE, TN 37831-4183
- Principal officer (990 for 2025)
- CYNTHIA JEFFERS, PO BOX 4183, OAK RIDGE, TN 37831
- Signed the 990
- CYNTHIA JEFFERS, TREASURER
- Phone
- (865) 483-0060
- Return prepared by
- WLC CERTIFIED PUBLIC ACCOUNTANTS PC
Mission
TO PROVIDE FUNDING FOR COMMUNITY PROJECTS WHICH DIRECTLY ENHANCE THE OAK RIDGE ROTARY CLUB COMMUNITY SERVICE EFFORTS AND TO PROVIDE ADDITIONAL SUPPORT TO LOCAL GOVERNMENT AND NOT-FOR-PROFIT AGENCIES IN LOCAL COMMUNITY.
Program accomplishments
- CUMMUNITY SERVICE PROJECTS INCLUDING RESTORATION OF HISTORICAL MARKERS AND VENUES LOCATED IN OAK RIDGE, TENNESSEE.Expenses $24,541
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1693222
- 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
- 2006
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Community improvement and capacity building (S12)
- Assets (IRS master file)
- $16,305
- Income (IRS master file)
- $27,484
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $27,484 | $24,561 | $16,305 | XML |
| 990 | June 2025 | $7,894 | $10,629 | $13,383 | XML |
| 990 | June 2024 | -$31,990 | $8,970 | $16,117 | XML |
| 990 | June 2023 | $36,338 | $2,271 | $57,075 | IRS |
| 990 | June 2022 | $13,144 | $16,918 | $23,008 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
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 20-1693222).
Questions about OAK RIDGE ROTARY COMMUNITY FUND
- What is the EIN of OAK RIDGE ROTARY COMMUNITY FUND?
- The employer identification number (EIN) of OAK RIDGE ROTARY COMMUNITY FUND is 20-1693222.
- Is OAK RIDGE ROTARY COMMUNITY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to OAK RIDGE ROTARY COMMUNITY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAK RIDGE ROTARY COMMUNITY FUND file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of OAK RIDGE ROTARY COMMUNITY FUND due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAK RIDGE ROTARY COMMUNITY FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of OAK RIDGE ROTARY COMMUNITY FUND?
- The 990 for the year ended June 30, 2026 names CYNTHIA JEFFERS.
- Who are the officers and directors of OAK RIDGE ROTARY COMMUNITY FUND?
- The 990 for the year ended June 30, 2026 lists 7 people; 0 received compensation from the organization.
- How much revenue does OAK RIDGE ROTARY COMMUNITY FUND have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $27,484, expenses of $24,561 and total assets of $16,305 at year end.
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