Nonprofit · EIN 27-1405132
ROTARY CLUB OF NAPLES CHARITABLE FOUNDATION INC
Tax-exempt · NAPLES, FL 34103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $170,653 | $934,358 | -$763,705 | $865,506 | $130,819 | $734,687 |
| June 30, 2024 | 990 | $275,154 | $431,666 | -$156,512 | $1,558,548 | $35,820 | $1,522,728 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $26,243
- Program service revenue
- $0
- Investment income
- $96,411
- Net gain from sales of assets
- $83,514
- Net income from fundraising events
- $47,999
- Other revenue
- $47,999
Expenses
- Grants and similar amounts paid
- $920,221
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,000
- Program services (functional)
- $920,221
- Management and general (functional)
- $14,137
Balance sheet and other
- Total assets, start of year
- $1,558,548
- Total assets, end of year
- $865,506
- Total liabilities, end of year
- $130,819
- Net assets, end of year
- $734,687
- Publicly traded securities
- $660,221
- Net assets without donor restrictions
- $448,509
- Net assets with donor restrictions
- $286,178
- Gross receipts
- $197,609
- Employees
- 0
- Volunteers
- 110
- Year formed
- 2009
- State of legal domicile
- FL
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 |
|---|---|---|---|
| Adam Shonberg | Director Trustee or director | 1 | $0 |
| Jeff Garr | President Elect Trustee or director | 2 | $0 |
| Brad Douglas | Director Trustee or director | 3 | $0 |
| Sharon Carter | Director Trustee or director | 1 | $0 |
| Jonathon Greenfield | Director Trustee or director | 1 | $0 |
| Phil Regala | Director Trustee or director | 1 | $0 |
| Sam Capri | Director Trustee or director | 1 | $0 |
| Rich Kirschner | Director Trustee or director | 1 | $0 |
| Michelle Trawick | Director Trustee or director | 1 | $0 |
| Greg Collins | Director Trustee or director | 1 | $0 |
| Cathy Hetrick | President Officer | 10 | $0 |
| Ashley Kelly | Past President Officer | 1 | $0 |
| Greg Wetzel | Secretary Officer | 2 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Adam Shonberg | Director Trustee or director | 1 | $0 |
| Shannon Rice | Director Trustee or director | 1 | $0 |
| Tom Gano | Director Trustee or director | 1 | $0 |
| Sharon Carter | Director Trustee or director | 1 | $0 |
| Jonathon Greenfield | Director Trustee or director | 1 | $0 |
| Phil Regala | Director Trustee or director | 1 | $0 |
| Sam Capri | Director Trustee or director | 1 | $0 |
| Cathy Hetrick | President-Elect Officer | 1 | $0 |
| Ashley Kelly | President Officer | 1 | $0 |
| Caitlyn Sierra | Secretary Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2375 TAMIAMI TRL N STE 110, NAPLES, FL 34103-4438
- In care of
- % ROGERS WOOD HILL STARMAN & GUSTAS
- Signed the 990
- Catherine Hetrick, President
- Phone
- (239) 262-1040
- Return prepared by
- Rogers Wood Hill Starman & Gustason PA
Mission
To advance understanding, goodwill and peace in Southwest Florida as well as throughout the world through the improvement of health, the support of education, and the alleviation of poverty.
Program accomplishments
- The Foundations's exempt purpose is to advance understanding, goodwill and peace in Southwest Florida as well as throughout the world through the improvement of health, the support of education, and the alleviation of poverty.Expenses $920,221 · grants $920,221
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
- 27-1405132
- 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
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $865,506
- Income (IRS master file)
- $197,609
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $170,653 | $934,358 | $865,506 | IRS |
| 990 | June 2024 | $275,154 | $431,666 | $1,558,548 | XML |
| 990 | June 2023 | $516,237 | $211,865 | $1,570,018 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | 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 27-1405132).
Questions about ROTARY CLUB OF NAPLES CHARITABLE FOUNDATION INC
- What is the EIN of ROTARY CLUB OF NAPLES CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of ROTARY CLUB OF NAPLES CHARITABLE FOUNDATION INC is 27-1405132.
- Is ROTARY CLUB OF NAPLES CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to ROTARY CLUB OF NAPLES CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF NAPLES CHARITABLE 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 ROTARY CLUB OF NAPLES CHARITABLE 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 ROTARY CLUB OF NAPLES CHARITABLE 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 are the officers and directors of ROTARY CLUB OF NAPLES CHARITABLE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF NAPLES CHARITABLE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $170,653, expenses of $934,358 and total assets of $865,506 at year end.
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