Nonprofit · EIN 31-1204959
WESTERVILLE ROTARY FOUNDATION
Tax-exempt · WESTERVILLE, OH 43086
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $67,844 | $17,358 | $50,486 | $792,942 | $28,851 | $764,091 |
| December 31, 2025 | 990 | $98,212 | $39,699 | $58,513 | $713,605 | $0 | $713,605 |
| December 31, 2024 | 990 | $63,485 | $23,454 | $40,031 | $655,092 | $0 | $655,092 |
| December 31, 2023 | 990 | $67,940 | $39,379 | $28,561 | $615,061 | $0 | $615,061 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $36,953
- Program service revenue
- $0
- Investment income
- $31,981
- Net gain from sales of assets
- $18,306
- Net income from fundraising events
- -$1,090
- Other revenue
- -$1,090
Expenses
- Grants and similar amounts paid
- $5,000
- Compensation of officers, directors and key employees
- $750
- Salaries, compensation and benefits (total)
- $750
- Professional fundraising fees
- $0
- Accounting fees
- $700
- Program services (functional)
- $16,458
- Management and general (functional)
- $900
Balance sheet and other
- Total assets, start of year
- $713,605
- Total assets, end of year
- $792,942
- Total liabilities, end of year
- $28,851
- Net assets, end of year
- $764,091
- Publicly traded securities
- $656,178
- Net assets without donor restrictions
- $764,091
- Gross receipts
- $97,946
- Employees
- 0
- Volunteers
- 35
- Year formed
- 1987
- State of legal domicile
- OH
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID COFFMAN | TREASURER Officer | 1 | $750 |
| DON BENNETT | DIRECTOR Trustee or director | 0.25 | $0 |
| SUE HOELSCHER | DIRECTOR Trustee or director | 0.25 | $0 |
| GEORGE HOFFMAN | DIRECTOR Trustee or director | 0.25 | $0 |
| NICHOLE MARSHALL | DIRECTOR Trustee or director | 0.25 | $0 |
| LEE SCHOCKLING | DIRECTOR Trustee or director | 0.25 | $0 |
| ROBERT SLAVENS | DIRECTOR Trustee or director | 0.25 | $0 |
| TOM STAEBLER | DIRECTOR Trustee or director | 0.25 | $0 |
| DANIEL STANLEY | DIRECTOR Trustee or director | 0.25 | $0 |
| DENNIS STROHM | DIRECTOR Trustee or director | 0.25 | $0 |
| STEVE BROWN | PRESIDENT Officer | 1 | $0 |
| WILLIAM MCLOUGHLIN | SECRETARY Officer | 1 | $0 |
990 for the year ended December 31, 2025: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID COFFMAN | TREASURER Officer | 1 | $1,500 |
| GEORGE HOFFMAN | DIRECTOR Trustee or director | 0.25 | $0 |
| LISA JANSZEN | DIRECTOR Trustee or director | 0.25 | $0 |
| NICHOLE MARSHALL | DIRECTOR Trustee or director | 0.25 | $0 |
| LEE SCHOCKLING | DIRECTOR Trustee or director | 0.25 | $0 |
| ROBERT SLAVENS | DIRECTOR Trustee or director | 0.25 | $0 |
| DANIEL STANLEY | DIRECTOR Trustee or director | 0.25 | $0 |
| DENNIS STROHM | DIRECTOR Trustee or director | 0.25 | $0 |
| STEVE BROWN | PRESIDENT Officer | 1 | $0 |
| WILLIAM MCLOUGHLIN | SECRETARY Officer | 1 | $0 |
| JOHN POWELL | VICE PRESIDE Officer | 1 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID COFFMAN | TREASURER Officer | 1 | $1,500 |
| GEORGE HOFFMAN | DIRECTOR Trustee or director | 0.25 | $0 |
| LISA JANSZEN | DIRECTOR Trustee or director | 0.25 | $0 |
| NICHOLE MARSHALL | DIRECTOR Trustee or director | 0.25 | $0 |
| LEE SCHOCKLING | DIRECTOR Trustee or director | 0.25 | $0 |
| ROBERT SLAVENS | DIRECTOR Trustee or director | 0.25 | $0 |
| DANIEL STANLEY | DIRECTOR Trustee or director | 0.25 | $0 |
| DENNIS STROHM | DIRECTOR Trustee or director | 0.25 | $0 |
| STEVE BROWN | PRESIDENT Officer | 1 | $0 |
| WILLIAM MCLOUGHLIN | SECRETARY Officer | 1 | $0 |
| JOHN POWELL | VICE PRESIDE Officer | 1 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID COFFMAN | TREASURER Officer | 1 | $1,500 |
| JIM ELTER | DIRECTOR Trustee or director | 0.25 | $0 |
| GEORGE HOFFMAN | DIRECTOR Trustee or director | 0.25 | $0 |
| LISA JANSZEN | DIRECTOR Trustee or director | 0.25 | $0 |
| DAVID READ | DIRECTOR Trustee or director | 0.25 | $0 |
| ROBERT SLAVENS | DIRECTOR Trustee or director | 0.25 | $0 |
| DANIEL STANLEY | DIRECTOR Trustee or director | 0.25 | $0 |
| DENNIS STROHM | DIRECTOR Trustee or director | 0.25 | $0 |
| STEVE BROWN | PRESIDENT Officer | 0.25 | $0 |
| WILLIAM MCLOUGHLIN | SECRETARY Officer | 1 | $0 |
| TOM STAEBLER | VICE PRESIDE Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 595, WESTERVILLE, OH 43086-0595
- Principal officer (990 for 2025)
- DAVID COFFMAN, 8027 LINKSVIEW CIRCLE, WESTERVILLE, OH 43082
- Signed the 990
- DAVID COFFMAN, TREASURER
- Phone
- (614) 989-4095
- Return prepared by
- WAVERLY BUSINESS SERVICES
Mission
ORGANIZE SEVERAL FUNDRAISERS SUCH AS AN ANNUAL GOLF OUTING TO RAISE FUNDS TO SPONSOR A SCHOLARSHIP FOR THE BENEFIT OF LOCAL HIGH SCHOOL STUDENTS.
Program accomplishments
- ORGANIZE SEVERAL FUNDRAISERS SUCH AS AN ANNUAL GOLF OUTING TO RAISE FUNDS TO SPONSOR A SCHOLARSHIP FOR THE BENEFIT OF LOCAL HIGH SCHOOL STUDENTS.Expenses $16,458 · grants $5,000
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 on file |
| 2024 | June 30, 2025 | November 17, 2025 | Check at the IRS |
| 2023 | June 30, 2024 | November 15, 2024 | Check at the IRS |
IRS record
- EIN
- 31-1204959
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2017
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $792,942
- Income (IRS master file)
- $97,946
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $67,844 | $17,358 | $792,942 | XML |
| 990 | December 2025 | $98,212 | $39,699 | $713,605 | XML |
| 990 | December 2024 | $63,485 | $23,454 | $655,092 | XML |
| 990 | December 2023 | $67,940 | $39,379 | $615,061 | XML |
| 990 | December 2022 | $48,952 | $27,371 | $586,500 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | 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 31-1204959).
Questions about WESTERVILLE ROTARY FOUNDATION
- What is the EIN of WESTERVILLE ROTARY FOUNDATION?
- The employer identification number (EIN) of WESTERVILLE ROTARY FOUNDATION is 31-1204959.
- Is WESTERVILLE ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to WESTERVILLE ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTERVILLE ROTARY FOUNDATION 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 WESTERVILLE ROTARY FOUNDATION 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 WESTERVILLE ROTARY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of WESTERVILLE ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2026 names DAVID COFFMAN.
- Who are the officers and directors of WESTERVILLE ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2026 lists 12 people; 1 received compensation from the organization, the highest $750 (DAVID COFFMAN, TREASURER).
- How much revenue does WESTERVILLE ROTARY FOUNDATION have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $67,844, expenses of $17,358 and total assets of $792,942 at year end.
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