Nonprofit · EIN 27-0585854
ROTARY CLUB OF HOLIDAY
Tax-exempt (reinstated) · NEW PRT RCHY, FL 34652
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $83,849 | $87,618 | -$3,769 | $58,867 | $0 | $58,867 |
| June 30, 2024 | 990-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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Edwin Hancock | Director | 2 | $0 |
| Gary Burden | President | 2 | $0 |
| James Lovell | Director | 2 | $0 |
| Jackie Basak | Director | 2 | $0 |
| Michael Cox | Director | 2 | $0 |
| Angel Cook | Director | 2 | $0 |
| Maria Johnson | Director | 2 | $0 |
| Robyn Liska | Director | 2 | $0 |
| Angie Gardner | Director | 2 | $0 |
| Geoff Kranich | Director | 2 | $0 |
| Drew Wales | Director | 2 | $0 |
| Nic Manns | Past President | 2 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erin Meyer | Director | 2 | $0 |
| Edwin Hancock | Director | 2 | $0 |
| James Lovell | Director | 2 | $0 |
| Jackie Basak | Director | 2 | $0 |
| Michael Cox | Director | 2 | $0 |
| Nic Manns | President | 2 | $0 |
| Kelly Mothershead | Past President | 2 | $0 |
| Kim Bogart | President Elect | 2 | $0 |
| Jana Paulk | Secretary | 2 | $0 |
| John York | Treasurer | 2 | $0 |
| Gary Burden | Vice President | 2 | $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.
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 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
- 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
- Category (NTEE)
- Community improvement and capacity building (S80)
- 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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $83,849 | $87,618 | $58,867 | XML |
| 990-EZ | June 2024 | $78,286 | $51,179 | $62,636 | XML |
| 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-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | 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 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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