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Nonprofit · EIN 27-0585854

ROTARY CLUB OF HOLIDAY

Tax-exempt (reinstated) · NEW PRT RCHY, FL 34652

Financials

$78K$51K2023$84K$88K2024
Revenue Expenses · by fiscal year end
Financials of ROTARY CLUB OF HOLIDAY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$83,849$87,618-$3,769$58,867$0$58,867
June 30, 2024990-EZ$78,286$51,179$27,107$62,636$0$62,636
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$6,649
Membership dues
$39,694
Program service revenue
$39,770
Net income from fundraising events
-$6,649
Other revenue
$4,385

Expenses

Grants and similar amounts paid
$11,042
Benefits paid to members
$42,888
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$350
Other expenses
$33,338
Program services (functional)
$14,670

Balance sheet and other

Total assets, start of year
$62,636
Total assets, end of year
$58,867
Total liabilities, end of year
$0
Net assets, end of year
$58,867
Cash, savings and investments
$56,540
Gross receipts
$90,498

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
Edwin HancockDirector2$0
Gary BurdenPresident2$0
James LovellDirector2$0
Jackie BasakDirector2$0
Michael CoxDirector2$0
Angel CookDirector2$0
Maria JohnsonDirector2$0
Robyn LiskaDirector2$0
Angie GardnerDirector2$0
Geoff KranichDirector2$0
Drew WalesDirector2$0
Nic MannsPast President2$0
990-EZ for the year ended June 30, 2024: 11 people
NameTitleHours / weekCompensation
Erin MeyerDirector2$0
Edwin HancockDirector2$0
James LovellDirector2$0
Jackie BasakDirector2$0
Michael CoxDirector2$0
Nic MannsPresident2$0
Kelly MothersheadPast President2$0
Kim BogartPresident Elect2$0
Jana PaulkSecretary2$0
John YorkTreasurer2$0
Gary BurdenVice President2$0

Address and contacts

Address (IRS master file)
5709 TIDALWAVE DR, NEW PRT RCHY, FL 34652-3821
In care of
% EDWIN HANCOCK
Mailing address (990-N for 2022)
5228 Trouble Creek Rd, NEW PORT RICHEY FL 34652
Principal officer (990-N for 2022)
Kelly Mothershead, 6556 River Rd, New Port Richey FL 34652
Signed the 990-EZ
John York, Treasurer
Phone
(727) 910-2020
Return prepared by
Coastal Bay Tax & Consulting

Mission

The Rotary Club of Holiday is dedicated to charitable, educational, and community service initiatives that promote goodwill and improve quality of life. Through fundraising and volunteer efforts, they support youth education, disaster relief, local charities, and civic engagement, aligning with Rotary International's values of service, leadership, and ethical responsibility.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • The Rotary Club of Holiday proudly contributed to the global fight against polio by raising $2,972 for PolioPlus this year. Through dedicated fundraising efforts, community outreach, and member engagement, the club supported Rotary International's mission to eradicate polio worldwide. These funds will help provide vaccines, strengthen healthcare systems, and protect children from this debilitating disease.This achievement reflects the club's commitment to humanitarian service and making a meaningful impact beyond our local community. By joining forces with Rotary's global initiative, the Rotary Club of Holiday continues to uphold the values of service, leadership, and compassion, ensuring a healthier future for generations to come.
    Expenses $4,504
  • The Rotary Club of Holiday successfully raised $3,386 through its Happy Dollars program, reinforcing the spirit of generosity and community engagement among its members. These contributions were made in celebration of personal milestones, expressions of gratitude, and moments of joy, all while supporting the club's ongoing charitable initiatives.This funding directly aids local and global service projects, helping to create positive change and strengthen Rotary's mission of service above self. Through Happy Dollars, the Rotary Club of Holiday continues to foster camaraderie while making a meaningful impact in the community and beyond.
    Expenses $3,386
  • The Rotary Club of Holiday proudly raised $24,166 during the New Port Richey Christmas Parade, demonstrating its commitment to service and community impact. These funds support various local and national organizations, contributing to essential programs that uplift individuals and strengthen communities.Through dedicated fundraising efforts and the generosity of supporters, the club continues to make a meaningful difference. By directing these resources to charitable initiatives, the Rotary Club of Holiday upholds its mission of service above self, ensuring that the spirit of giving reaches those in need throughout the area and beyond.
    Expenses $6,780

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

IRS record

EIN
27-0585854
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
2018
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$58,867
Income (IRS master file)
$90,498

Revocation and reinstatement

Exemption revoked
November 15, 2014
Posted by the IRS
March 9, 2015
Reinstated
Effective November 15, 2014

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$83,849$87,618$58,867XML
990-EZJune 2024$78,286$51,179$62,636XML
990-N for 2022
Officer: Kelly Mothershead
June 30, 2023≤ $50,000 receipts––e-Postcard
990-N for 2021
Officer: Angel Cook
June 30, 2022≤ $50,000 receipts––e-Postcard
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 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 27-0585854).

Questions about ROTARY CLUB OF HOLIDAY

What is the EIN of ROTARY CLUB OF HOLIDAY?
The employer identification number (EIN) of ROTARY CLUB OF HOLIDAY is 27-0585854.
Is ROTARY CLUB OF HOLIDAY tax-exempt?
Yes. The IRS revoked its exemption on November 15, 2014 and reinstated it effective November 15, 2014.
Are donations to ROTARY CLUB OF HOLIDAY tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ROTARY CLUB OF HOLIDAY 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 HOLIDAY 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 HOLIDAY 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 CLUB OF HOLIDAY?
The 990-N for 2022 names Kelly Mothershead.
Who are the officers and directors of ROTARY CLUB OF HOLIDAY?
The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does ROTARY CLUB OF HOLIDAY have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $83,849, expenses of $87,618 and total assets of $58,867 at year end.

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