Nonprofit · EIN 30-0009239
SWANSEA ROTARY CLUB
Tax-exempt (reinstated) · BELLEVILLE, IL 62223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $75,052 | $78,996 | -$3,944 | $42,446 | $0 | $42,446 |
| June 30, 2025 | 990-EZ | $64,296 | $73,908 | -$9,612 | $46,390 | $0 | $46,390 |
| June 30, 2024 | 990-EZ | $59,691 | $62,303 | -$2,612 | $56,002 | $0 | $56,002 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $17,315
- Membership dues
- $12,270
- Program service revenue
- $0
- Investment income
- $300
- Net income from fundraising events
- $42,368
- Other revenue
- $2,799
Expenses
- Grants and similar amounts paid
- $64,639
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Other expenses
- $14,357
- Program services (functional)
- $64,639
Balance sheet and other
- Total assets, start of year
- $46,390
- Total assets, end of year
- $42,446
- Total liabilities, end of year
- $0
- Net assets, end of year
- $42,446
- Cash, savings and investments
- $42,446
- Gross receipts
- $96,110
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENNIS BERTELSMAN | PRESIDENT 2026-2027 | 5 | $0 |
| JAMES WILSON | PAST PRESIDENT 2025-2026 | 5 | $0 |
| JAMES RIESS | VICE PRESIDENT | 5 | $0 |
| CORY DEHLER | CLUB SECRETARY | 5 | $0 |
| ASHLEIGH PANKEY | EXECUTIVE SECRETARY | 5 | $0 |
| VICKY MCCARTHY | TREASURER | 5 | $0 |
| JOSEPH LARGENT | DIRECTOR | 5 | $0 |
| MARGARET WADE | DIRECTOR | 5 | $0 |
| DENISE DOUGLAS | DIRECTOR | 5 | $0 |
990-EZ for the year ended June 30, 2025: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES WILSON | PRESIDENT 2025-2026 | 3 | $0 |
| TRICIA TIALDO | PAST PRESIDENT 2024-2025 | 3 | $0 |
| JOHN LAKER | VICE PRESIDENT | 3 | $0 |
| CORY DEHLER | CLUB SECRETARY | 3 | $0 |
| RUTH ANN ERDMANN | EXECUTIVE SECRETARY | 3 | $0 |
| VICKY MCCARTHY | TREASURER | 3 | $0 |
| DAVID COLE | DIRECTOR | 3 | $0 |
| JOE ROSSI | DIRECTOR | 3 | $0 |
| LESTER DIERKES | DIRECTOR | 3 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRICIA TIALDO | PRESIDENT 2024-2025 | 3 | $0 |
| EDWARD HENRICHS | PAST PRESIDENT 2023-2024 | 3 | $0 |
| JOHN LAKER | VICE PRESIDENT | 3 | $0 |
| CORY DEHLER | CLUB SECRETARY | 3 | $0 |
| RUTH ANN ERDMANN | EXECUTIVE SECRETARY | 3 | $0 |
| VICKY MCCARTHY | TREASURER | 3 | $0 |
| DAVID COLE | DIRECTOR | 3 | $0 |
| JOE ROSSI | DIRECTOR | 3 | $0 |
| LESTER DIERKES | DIRECTOR | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 23746, BELLEVILLE, IL 62223-0746
- In care of
- % JOE ROSSI
- Mailing address (990-N for 2022)
- PO Box 23746, Belleville IL 62226
- Principal officer (990-N for 2022)
- Vicky McCarthy, 107 Spyglass, OFallon IL 62269
- Signed the 990-EZ
- Vicky McCarthy, Treasurer
- Phone
- (618) 979-7830
- Website
- www.swansearotary.org
Mission
support of local youth and charitable organizations
Program accomplishments
- support of local youth and charitable organizationsExpenses $64,639
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 | 990-EZ on file |
| 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
- 30-0009239
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $42,446
- Income (IRS master file)
- $96,110
Revocation and reinstatement
- Exemption revoked
- November 15, 2010
- Posted by the IRS
- May 14, 2012
- Reinstated
- Effective January 15, 2012
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 2026 | $75,052 | $78,996 | $42,446 | XML |
| 990-EZ | June 2025 | $64,296 | $73,908 | $46,390 | XML |
| 990-EZ | June 2024 | $59,691 | $62,303 | $56,002 | XML |
| 990-N for 2022 Officer: Vicky McCarthy | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Vicky McCarthy | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Vicky McCarthy | December 31, 2019 | ≤ $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 30-0009239).
Questions about SWANSEA ROTARY CLUB
- What is the EIN of SWANSEA ROTARY CLUB?
- The employer identification number (EIN) of SWANSEA ROTARY CLUB is 30-0009239.
- Is SWANSEA ROTARY CLUB tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2010 and reinstated it effective January 15, 2012.
- Are donations to SWANSEA ROTARY CLUB tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SWANSEA ROTARY CLUB 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 SWANSEA ROTARY CLUB due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SWANSEA ROTARY CLUB last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who is the principal officer of SWANSEA ROTARY CLUB?
- The 990-N for 2022 names Vicky McCarthy.
- Who are the officers and directors of SWANSEA ROTARY CLUB?
- The 990-EZ for the year ended June 30, 2026 lists 9 people; 0 received compensation from the organization.
- How much revenue does SWANSEA ROTARY CLUB have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $75,052, expenses of $78,996 and total assets of $42,446 at year end.
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All nonprofits in BELLEVILLE · Illinois · Philanthropy, voluntarism and grantmaking foundations