Nonprofit · EIN 27-2859623
WHARTON ROTARY CHARITY INC
Tax-exempt · WHARTON, TX 77488
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $34,717 | $28,621 | $6,096 | $121,350 | $873 | $120,477 |
| June 30, 2024 | 990-EZ | $81,602 | $32,538 | $49,064 | $83,829 | $1,268 | $82,561 |
| June 30, 2023 | 990-EZ | $25,043 | $27,120 | -$2,077 | $31,536 | $538 | $30,998 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,096
- Investment income
- $27
- Net income from fundraising events
- $31,594
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $465
- Other expenses
- $28,156
- Program services (functional)
- $28,171
Balance sheet and other
- Total assets, start of year
- $83,829
- Total assets, end of year
- $121,350
- Total liabilities, end of year
- $873
- Net assets, end of year
- $120,477
- Cash, savings and investments
- $121,019
- Gross receipts
- $93,993
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 |
|---|---|---|---|
| LINDA KING | PRESIDENT | 0 | $0 |
| DESIRE SPEARS | TREASURER | 0 | $0 |
| CLIFFORD JACKSON | VICE-PRESIDE | 0 | $0 |
| JEANINE GUNTER | SECRETARY | 0 | $0 |
| LEROY HODGE | SERGEANT AT | 0 | $0 |
| LANDON MCCLAIN | ADMIN/CLUB S | 0 | $0 |
| DONNA THORNTON | MEMBERSHIP | 0 | $0 |
| CARL KING | ROTARY FOUND | 0 | $0 |
| RESSA ZAMBRANO-BARTLEY | NEW GENERATI | 0 | $0 |
| BARBIE FORTENBERRY | COMMUNITY SE | 0 | $0 |
| ADRAYLLE WATSON | PRESIDENT EL | 0 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADRYALLE WATSON | PRESIDENT | 0 | $0 |
| DESIRE SPEARS | TREASURER | 0 | $0 |
| LINDA KING | VICE-PRESIDE | 0 | $0 |
| JEANINE GUNTER | SECRETARY | 0 | $0 |
| LANDON MCCLAIN | SERGEANT AT | 0 | $0 |
| VICKI HILDEBRAND | ADMIN/CLUB S | 0 | $0 |
| KATHY PARKER | GALA CHAIR | 0 | $0 |
| JEANIE GUNTER | MEMBERSHIP | 0 | $0 |
| BILL WALLACE | PUBLIC RELAT | 0 | $0 |
| CLIFFORD JACKSON | ROTARY FOUND | 0 | $0 |
| CARL KING | NEW GENERATI | 0 | $0 |
| RICHARD LOCKLEY | VOCATIONAL S | 0 | $0 |
990-EZ for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID CARLSON | PRESIDENT | 0 | $0 |
| LINDA KING | TREASURER | 0 | $0 |
| STEVE COCHRANE | VICE-PRESIDE | 0 | $0 |
| DONNA THORNTON | SECRETARY | 0 | $0 |
| JARED CULLAR | SERGEANT AT | 0 | $0 |
| LANDON MCCLAIN | ADMIN/CLUB S | 0 | $0 |
| SANDRA ALLEN | GALA CHAIR | 0 | $0 |
| JEANIE GUNTER | MEMBERSHIP | 0 | $0 |
| JOSH OWENS | PUBLIC RELAT | 0 | $0 |
| JOSEPH PACE | ROTARY FOUND | 0 | $0 |
| CARL KING | NEW GENERATI | 0 | $0 |
| RICHARD LOCKLEY | VOCATIONAL S | 0 | $0 |
| ADRAYLLE WATSON | PRESIDENT EL | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 303, WHARTON, TX 77488-0303
- In care of
- % SHARON JOINES
- Mailing address (990-N for 2014)
- PO Box 303, Wharton TX 77488
- Principal officer (990-N for 2014)
- Bill Ansley, PO Box 303, Wharton TX 77488
- Signed the 990-EZ
- LINDA KING, PRESIDENT
- Phone
- (210) 215-0452
- Website
- WWW.WHARTONROTARYCLUB.COM
- Return prepared by
- STEPHENSON & PFEIL PLLC
Mission
WHARTON ROTARY CHARITY, INC. COLLECTS AND DISBURSES FUNDS TO SUPPORT THE CHARITABLE ACTIVITIES AND PROJECTS OF THE WHARTON ROTARY CLUB.
Program accomplishments
- THE MAIN FUNDRAISER IS AN ANNUAL GALA CALLED LEGENDS OF WESTERN MUSIC. SUPPORT DERIVED FROM THE GALA INCLUDES GROSS RECEIPTS FROM TICKET SALES, CORPORATE SPONSORSHIPS, AND CASH CONTRIBUIONS. CHARITABLE GIVING INCLUDESSCHOLARSHIPS PAID TO WHARTON COUNTY JUNIOR COLLEGE FOR THE BENEFIT OF LOCAL HIGH SCHOOL STUDENTS AND CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS INCLUDING THE BOYS & GIRLS CLUB OF WHARTON, JUST DO IT NOW, INC., THE ROTARY FOUNDATION, WHARTON COUNTY LIBRARY SUMMER READING PROGRAM, WHARTON COUNTY HISTORICAL MUSEUM, A LOCAL FOOD BANK AND NUMEROUS OTHERS. NUMBER OF PERSONS BENEFITED IS ESTIMATED TO BE IN THE THOUSANDS.Expenses $28,171
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
- 27-2859623
- 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)
- Education (B82)
- Assets (IRS master file)
- $121,350
- Income (IRS master file)
- $93,993
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $34,717 | $28,621 | $121,350 | XML |
| 990-EZ | June 2024 | $81,602 | $32,538 | $83,829 | XML |
| 990-EZ | June 2023 | $25,043 | $27,120 | $31,536 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2014 Officer: Bill Ansley | June 30, 2015 | ≤ $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 27-2859623).
Questions about WHARTON ROTARY CHARITY INC
- What is the EIN of WHARTON ROTARY CHARITY INC?
- The employer identification number (EIN) of WHARTON ROTARY CHARITY INC is 27-2859623.
- Is WHARTON ROTARY CHARITY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to WHARTON ROTARY CHARITY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WHARTON ROTARY CHARITY 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 WHARTON ROTARY CHARITY 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 WHARTON ROTARY CHARITY INC 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 WHARTON ROTARY CHARITY INC?
- The 990-N for 2014 names Bill Ansley.
- Who are the officers and directors of WHARTON ROTARY CHARITY INC?
- The 990-EZ for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does WHARTON ROTARY CHARITY INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $34,717, expenses of $28,621 and total assets of $121,350 at year end.
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- WHARTON TRAINING HIGH SCHOOL ALUMNI AND EXSTUDENT ASSOCIATION EIN 83-1882484 · last filed 990-N for 2025
- THE T L PINK NATIONAL ALUMNI AND EX STUDENTS ASSOCIATION EIN 76-0445862 · last filed 990-N for 2024
- WHARTON COUNTY A&M CLUB EIN 74-2296077 · last filed 990-N for 2024
- WHITES INTERNATIONAL SCHOLARSHIP INC EIN 75-2975734 · last filed 990-N for 2025
- WHARTON COUNTY YOUTH FAIR AND EXPOSITION EIN 74-1850446 · last filed 990 for 2025