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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 26-0315734

ROTARY CLUB OF INVERNESS CHARITABLEINC

Tax-exempt · INVERNESS, FL 34451

Financials

$165K$76K2023$116K$63K2024
Revenue Expenses · by fiscal year end
Financials of ROTARY CLUB OF INVERNESS CHARITABLEINC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$115,799$62,505$53,294$213,229$1,020$212,209
June 30, 2024990-EZ$164,693$76,388$88,305$159,935$1,020$158,915
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$81,345
Net income from fundraising events
$34,454

Expenses

Grants and similar amounts paid
$58,126
Benefits paid to members
$538
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$560
Occupancy
$2,329
Printing, publications and postage
$952
Program services (functional)
$4,379

Balance sheet and other

Total assets, start of year
$159,935
Total assets, end of year
$213,229
Total liabilities, end of year
$1,020
Net assets, end of year
$212,209
Cash, savings and investments
$213,229
Gross receipts
$131,819

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.

NameTitleHours / weekCompensation
PATRICIA THOMASPRESIDENT DIRECTOR4$0
GREG HAMILTONSECRETARY DIRECTOR8$0
ANNGEOLACE BLUE-MCLEANTREASURER DIRECTOR8$0
BARBARA WHEELERDIRECTOR8$0
CHRIS DUDLEYDIRECTOR6$0
BONNIE RYBAKDIRECTOR6$0
JOHN MURPHYDIRECTOR6$0
990-EZ for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
PATRICIA THOMASDIRECTOR4$0
GREG HAMILTONSECRETARY DIRECTOR8$0
ANNGEOLACE BLUE-MCLEANTREASURER DIRECTOR8$0

Address and contacts

Address (IRS master file)
PO BOX 1317, INVERNESS, FL 34451-1317
In care of
% BARBARA WHEELER
Signed the 990-EZ
BARBARA WHEELER, OFFICERDIRECTOR
Phone
(352) 464-4124
Return prepared by
McKinney & Wolcowitz CPA PA

Mission

TO RAISE FUNDS FOR COLLEGE SCHOLARSHIPS

990-EZ for the year ended June 30, 2025

Program accomplishments

  • RAISED FUNDS AND GRANTED COLLEGE SCHOLARSHIPS TO GRADUATING SENIORS FROM LOCAL PUBLIC HIGH SCHOOL IN CITRUS COUNTY FLORIDA.
    Expenses $4,379 · grants $58,126

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

File the 2025 990-EZ for ROTARY CLUB OF INVERNESS CHARITABLEINC

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

IRS record

EIN
26-0315734
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2007
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$213,229
Income (IRS master file)
$131,819

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$115,799$62,505$213,229XML
990-EZJune 2024$164,693$76,388$159,935XML
990-EZJune 2023–––IRS
990-EZJune 2019–––IRS
990-EZJune 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 26-0315734).

Questions about ROTARY CLUB OF INVERNESS CHARITABLEINC

What is the EIN of ROTARY CLUB OF INVERNESS CHARITABLEINC?
The employer identification number (EIN) of ROTARY CLUB OF INVERNESS CHARITABLEINC is 26-0315734.
Is ROTARY CLUB OF INVERNESS CHARITABLEINC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to ROTARY CLUB OF INVERNESS CHARITABLEINC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROTARY CLUB OF INVERNESS CHARITABLEINC 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 CLUB OF INVERNESS CHARITABLEINC 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 OF INVERNESS CHARITABLEINC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of ROTARY CLUB OF INVERNESS CHARITABLEINC?
The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does ROTARY CLUB OF INVERNESS CHARITABLEINC have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $115,799, expenses of $62,505 and total assets of $213,229 at year end.

Other nonprofits in INVERNESS

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