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Nonprofit · EIN 31-1743525

CLEVELAND ROTARY FOUNDATION

Tax-exempt · CLEVELAND, TN 37320

Financials

$51K$33K2023$88K$76K2024
Revenue Expenses · by fiscal year end
Financials of CLEVELAND ROTARY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$88,080$75,907$12,173$393,862$0$393,862
December 31, 2023990-EZ$51,160$32,795$18,365$368,829–$368,829
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$29,050
Investment income
$21,584
Net income from fundraising events
$34,897
Other revenue
$2,549

Expenses

Grants and similar amounts paid
$36,487
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$550
Other expenses
$38,870
Program services (functional)
$72,361

Balance sheet and other

Total assets, start of year
$368,829
Total assets, end of year
$393,862
Total liabilities, end of year
$0
Net assets, end of year
$393,862
Cash, savings and investments
$25,028
Gross receipts
$127,296

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
LYLE SWARTZELPRESIDENT1$0
VAUGHN BERGERVICE PRESIDENT1$0
GINGER BUCHANANSECRETARY1$0
MILAN BLAKETREASURER1$0
ZACH BROOKSBOARD MEMBER1$0
DAVID CARROLLBOARD MEMBER1$0
MIKE GRIFFINBOARD MEMBER1$0
ANN MCCOINBOARD MEMBER1$0
PAM NELSONBOARD MEMBER1$0
KAREN LINERBOARD MEMBER1$0
CRAIG MULLINAXBOARD MEMBER1$0
990-EZ for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
ZACH BROOKSPRESIDENT1$0
LYLE SWARTZELVICE PRESIDE1$0
KYLE COOPERSECRETARY1$0
VAUGHN BERGERTREASURER1$0
ANDY BROWNBOARD MEMBER1$0
GINGER BUCHANANBOARD MEMBER1$0
DAVID CARROLLBOARD MEMBER1$0
ANN MCCOINBOARD MEMBER1$0
MIKE GRIFFINBOARD MEMBER1$0
PAM NELSONBOARD MEMBER1$0

Address and contacts

Address (IRS master file)
PO BOX 2561, CLEVELAND, TN 37320-2561
In care of
% GINGER WILSON BUCHANAN
Signed the 990-EZ
VAUGHN BERGER, TREASURER
Phone
(423) 472-6543
Return prepared by
JOHNSON HICKEY & MURCHISON PC

Mission

THE PURPOSE OF PROMOTING GENERAL INTEREST IN LOCAL, STATE, NATIONAL, AND INTERNATIONAL EDUCATIONAL AND BENELOVENT PROJECTS AND SUCH.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • MONEY GIVEN FOR SCHOLARSHIPS.
  • VARIOUS PROJECTS THAT ARE LOCAL, STATE, NATIONAL ANDINTERNATIONAL BENEVOLENT PROJECTS.
    Expenses $72,361 · grants $36,487

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2025 990-EZ for CLEVELAND ROTARY FOUNDATION

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
31-1743525
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
2001
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$393,862
Income (IRS master file)
$127,296

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$88,080$75,907$393,862XML
990-EZDecember 2023$51,160$32,795$368,829XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 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 31-1743525).

Questions about CLEVELAND ROTARY FOUNDATION

What is the EIN of CLEVELAND ROTARY FOUNDATION?
The employer identification number (EIN) of CLEVELAND ROTARY FOUNDATION is 31-1743525.
Is CLEVELAND ROTARY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to CLEVELAND ROTARY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CLEVELAND 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 CLEVELAND ROTARY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CLEVELAND ROTARY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who are the officers and directors of CLEVELAND ROTARY FOUNDATION?
The 990-EZ for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does CLEVELAND ROTARY FOUNDATION have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $88,080, expenses of $75,907 and total assets of $393,862 at year end.

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