Nonprofit · EIN 22-3089635
WESTPORT ROTARY CLUB FOUNDATION INC
Tax-exempt (reinstated) · WESTPORT, CT 06881
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,173,302 | $1,028,829 | $144,473 | $496,985 | $134,456 | $362,529 |
| June 30, 2024 | 990 | $388,266 | $420,549 | -$32,283 | $288,531 | $70,475 | $218,056 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $9,845
- Program service revenue
- $1,152,250
- Investment income
- $11,207
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $389,706
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $500
- Program services (functional)
- $1,012,631
- Management and general (functional)
- $16,198
Balance sheet and other
- Total assets, start of year
- $288,531
- Total assets, end of year
- $496,985
- Total liabilities, end of year
- $134,456
- Net assets, end of year
- $362,529
- Publicly traded securities
- $129,163
- Gross receipts
- $1,173,302
- Employees
- 0
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GILLIAN ANDERSON | VP OF FINANC Officer | 8 | $0 |
| KENNY EPSTEIN | PAST PRESIDE Officer | 8 | $0 |
| GOLDIE JAMES | CLUB PRESIDE Officer | 8 | $0 |
| KARL MERGENTHALER | PAST PRESIDE Officer | 8 | $0 |
| WAFAA NAGGAR | TREASURER Officer | 8 | $0 |
| LESLIE ROBERTS | 1ST VICE PRE Officer | 8 | $0 |
| LYLA STEENBERGEN | 2ND VICE PRE Officer | 8 | $0 |
| JEFFREY WIESER | PRESIDENT Officer | 8 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN BASLER | 1SR VICE PR Officer | 8 | $0 |
| THOMAS CAREY | PAST TREASUR Officer | 8 | $0 |
| KARL MERGENTHALER | PRESIDENT Officer | 8 | $0 |
| WAFAA NAGGAR | TREASURER Officer | 8 | $0 |
| LESLIE ROBERTS | PAST PRESIDE Officer | 8 | $0 |
| LYLA STEENBERGEN | PAST PRESIDE Officer | 8 | $0 |
| JEFFREY WIESER | 2ND VICE PRE Officer | 8 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 743, WESTPORT, CT 06881-0743
- In care of
- % STANLEY GLICK CPA
- Principal officer (990 for 2024)
- JEFFREY WIESER
- Signed the 990
- WAFAA NAGGAR, TREASURER
- Phone
- (203) 222-1600
- Return prepared by
- JOHANNA STRACZEK & CO
Mission
DONATE PROCEEDS OF FUNDRAISERS TO 501(C)(3) ORGANIZATIONS
Program accomplishments
- COMMUNITY & INTERNATIONAL GRANTS TO 501(C)(3) ORGANIZATIONS
- GRANTS PAID TO TAX EXEMPT 501(C)(3) ORGANIZATIONSExpenses $1,012,631 · grants $389,706
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 22-3089635
- 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
- 2022
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80)
- Assets (IRS master file)
- $496,985
- Income (IRS master file)
- $1,173,302
Revocation and reinstatement
- Exemption revoked
- November 15, 2021
- Posted by the IRS
- March 14, 2022
- Reinstated
- Effective November 15, 2021
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,173,302 | $1,028,829 | $496,985 | XML |
| 990 | June 2024 | $388,266 | $420,549 | $288,531 | XML |
| 990 | June 2023 | $386,412 | $313,088 | $199,864 | IRS |
| 990 | June 2021 | $175,841 | $146,603 | $138,537 | IRS |
| 990 | June 2018 | – | – | – | 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 22-3089635).
Questions about WESTPORT ROTARY CLUB FOUNDATION INC
- What is the EIN of WESTPORT ROTARY CLUB FOUNDATION INC?
- The employer identification number (EIN) of WESTPORT ROTARY CLUB FOUNDATION INC is 22-3089635.
- Is WESTPORT ROTARY CLUB FOUNDATION INC tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2021 and reinstated it effective November 15, 2021.
- Are donations to WESTPORT ROTARY CLUB FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTPORT ROTARY CLUB FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESTPORT ROTARY CLUB 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 WESTPORT ROTARY CLUB FOUNDATION INC 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 WESTPORT ROTARY CLUB FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names JEFFREY WIESER.
- Who are the officers and directors of WESTPORT ROTARY CLUB FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does WESTPORT ROTARY CLUB FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,173,302, expenses of $1,028,829 and total assets of $496,985 at year end.
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All nonprofits in WESTPORT · Connecticut · Community improvement and capacity building