Nonprofit · EIN 26-0079817
ROTARY INTERNATIONAL
Also known as TOP OF THE LAKE-MOORESVILLE NC USA
Tax-exempt · MOORESVILLE, NC 28117
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $44,962 | $91,287 | -$46,325 | $28,598 | $5,429 | $23,169 |
| June 30, 2024 | 990-EZ | $67,291 | $52,436 | $14,855 | $74,309 | $4,815 | $69,494 |
| June 30, 2023 | 990-EZ | $50,312 | $46,136 | $4,176 | $60,918 | $6,279 | $54,639 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,750
- Membership dues
- $31,945
- Investment income
- $153
- Net income from fundraising events
- $8,114
Expenses
- Grants and similar amounts paid
- $51,388
- Compensation of officers, directors and key employees
- $0
- Printing, publications and postage
- $427
- Other expenses
- $39,472
- Program services (functional)
- $52,137
Balance sheet and other
- Total assets, start of year
- $74,309
- Total assets, end of year
- $28,598
- Total liabilities, end of year
- $5,429
- Net assets, end of year
- $23,169
- Cash, savings and investments
- $26,011
- Gross receipts
- $53,830
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MINDY RICE | PRESIDENT | 1 | $0 |
| THOMAS MADSON | PRESIDENT-ELECT | 1 | $0 |
| LISA QUALLS | VICE PRESIDENT | 1 | $0 |
| STEPHANIE RICHART | SECRETARY | 1 | $0 |
| RONALD SHUNTICH | TREASURER | 1 | $0 |
| CAMERON BRAY | PUBLIC RELATIONS CHAIR | 1 | $0 |
| STEPHEN KRISE | CLUB TRAINER | 1 | $0 |
| CRAIG BLACK | MEMBERSHIP CHAIR | 1 | $0 |
| BRENT GODDARD | SERGEANT AT ARMS | 1 | $0 |
| JOSEPH MARUSAK | FOUNDATION CHAIR | 1 | $0 |
| JEREMY KATZ | CLUB SERVICE CHAIR | 1 | $0 |
| FARA MALTSBARGER | COMMUNITY SERVICE CHAIR | 1 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIMBERLY ATWELL | PRESIDENT | 1 | $0 |
| MINDY RICE | PRESIDENT-ELECT | 1 | $0 |
| LISA QUALLS | VICE PRESIDENT | 1 | $0 |
| STEPHANIE RICHART | SECRETARY | 1 | $0 |
| RONALD SHUNTICH | TREASURER | 1 | $0 |
| WILL BOWEN | PUBLIC RELATIONS CHAIR | 1 | $0 |
| STEPHEN KRISE | CLUB TRAINER | 1 | $0 |
| CRAIG BLACK | MEMBERSHIP CHAIR | 1 | $0 |
| BRENT GODDARD | SERGEANT AT ARMS | 1 | $0 |
| JOSEPH MARUSAK | FOUNDATION CHAIR | 1 | $0 |
| JEREMY KATZ | CLUB SERVICE CHAIR | 1 | $0 |
| FARA MALTSBARGER | COMMUNITY SERVICE CHAIR | 1 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRETT SAWYER | VICE PRESIDENT | 1 | $0 |
| MELVIN SPIESE | PRESIDENT | 1 | $0 |
| KIM ATWELL | SECRETARY | 1 | $0 |
| RONALD SHUNTICH | TREASURER | 1 | $0 |
| BRETT GODDARD | SERGEANT AT ARMS | 1 | $0 |
| WILL BOWEN | PUBLIC RELATIONS CHAIR | 1 | $0 |
| STEPHEN KRISE | ROTARY TRAINER | 1 | $0 |
| TRASHA SCHWENDENER | MEMBERSHIP CHAIR | 1 | $0 |
| JEREMY KATZ | CLUB SERVICE CHAIR | 1 | $0 |
| ALEC NATT | INT'L SERVICE CHAIR | 1 | $0 |
| JOSEPH MARUSAK | FOUNDATION CHAIR | 1 | $0 |
| FARA MALTSBARGER | COMMUNITY SERVICE CHAIR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3811, MOORESVILLE, NC 28117-3811
- In care of
- % MARGARET MCALLISTER
- Mailing address (990-N for 2015)
- PO BOX 3811, MOORESVILLE NC 28117
- Principal officer (990-N for 2015)
- ROBERT TAYLOR, PO BOX 3811, MOORESVILLE NC 28117
- Signed the 990-EZ
- RONALD SHUNTICH, TREASURER
- Phone
- (704) 662-3146
- Return prepared by
- DMJPS PLLC
Mission
ROTARY CLUB MEMBERS ARE VOLUNTEERS WHO WORK LOCALLY, REGIONALLY, AND INTERNATIONALLY TO COMBAT HUNGER, IMPROVE HEALTH AND SANITATION, PROVIDE EDUCATION AND JOB TRAINING, PROMOTE PEACE, AND ERADICATE POLIO UNDER THE MOTTO SERVICE ABOVE SELF.
Program accomplishments
- MAIN MISSION IS THE GLOBAL POLIO ERADICATION INITIATIVEExpenses $23,590
- COMMUNITY SERVICE LOCALExpenses $27,798
- CONTRIBUTIONS MISCELLANEOUSExpenses $749
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 26-0079817
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1942
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0573: ROTARY INTERNATIONAL
- Assets (IRS master file)
- $28,598
- Income (IRS master file)
- $53,830
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $44,962 | $91,287 | $28,598 | IRS |
| 990-EZ | June 2024 | $67,291 | $52,436 | $74,309 | XML |
| 990-EZ | June 2023 | $50,312 | $46,136 | $60,918 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2015 Officer: ROBERT TAYLOR | June 30, 2016 | ≤ $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 26-0079817).
Questions about ROTARY INTERNATIONAL
- What is the EIN of ROTARY INTERNATIONAL?
- The employer identification number (EIN) of ROTARY INTERNATIONAL is 26-0079817.
- Is ROTARY INTERNATIONAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1942.
- Are donations to ROTARY INTERNATIONAL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROTARY INTERNATIONAL 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 ROTARY INTERNATIONAL 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 INTERNATIONAL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of ROTARY INTERNATIONAL?
- The 990-N for 2015 names ROBERT TAYLOR.
- Who are the officers and directors of ROTARY INTERNATIONAL?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ROTARY INTERNATIONAL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $44,962, expenses of $91,287 and total assets of $28,598 at year end.
Other nonprofits in MOORESVILLE
- HOSPICE OF THE EMERALD COAST INC EIN 62-1805874 · last filed 990 for 2024
- NORTH CAROLINA CHARTER EDUCATIONAL FOUNDATION INC EIN 45-5348770 · last filed 990 for 2025
- LOWES FOUNDATION EIN 56-6061689 · last filed 990 for 2025
- PINE LAKE PREPARATORY INC EIN 06-1796895 · last filed 990 for 2025
- LOWES EMPLOYEE RELIEF FUND INC EIN 56-2160955 · last filed 990 for 2025
- MOORESVILLE AREA CHRISTIAN MISSION INC EIN 56-0667685 · last filed 990 for 2025
- WOODLAWN SCHOOL EIN 42-1544637 · last filed 990 for 2025
- LIBERTY PREPARATORY CHRISTIAN ACADEMY INC EIN 26-4201622 · last filed 990 for 2025