Nonprofit · EIN 34-1934738
TOLEDO ROTARY CLUB FOUNDATION
Tax-exempt · TOLEDO, OH 43604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $96,467 | $44,358 | $52,109 | $924,613 | $0 | $924,613 |
| June 30, 2024 | 990 | $85,293 | $105,861 | -$20,568 | $801,841 | $0 | $801,841 |
| June 30, 2023 | 990 | $37,120 | $36,819 | $301 | $754,565 | $0 | $754,565 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $120,150
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$23,683
- Other revenue
- -$23,683
Expenses
- Grants and similar amounts paid
- $3,750
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $200
- Accounting fees
- $8,497
- Program services (functional)
- $16,066
- Management and general (functional)
- $26,046
- Fundraising (functional)
- $2,246
Balance sheet and other
- Total assets, start of year
- $801,841
- Total assets, end of year
- $924,613
- Total liabilities, end of year
- $0
- Net assets, end of year
- $924,613
- Gross receipts
- $136,150
- Employees
- 0
- Volunteers
- 250
- Year formed
- 2001
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JACI BUGAJ | EXECUTIVE DIRECTOR Officer | 5 | $0 | $73,325 | $2,185 |
| JAMES LAYMAN | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 | $0 |
| MICHAEL MCINTYRE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD WOLFF | SECRETARY-TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES BAEHREN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ALEXANDER DUE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN KENNEDY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEAN NIESE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL SEARS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH TAFELSKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRENT COUSINO | TRUSTEE THRU 7/24 Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTINE SHULTZ | INTERIM EXECUTIVE DIR. DURING 1/25 Officer | 5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JACI BUGAJ | EXECUTIVE DIRECTOR Officer | 40 | $0 | $66,625 | $600 |
| JAMES LAYMAN | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 | $0 |
| MIKE MCINTYRE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD WOLFF | SECRETARY-TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRENT COUSINO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ALEXANDER DUE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN KENNEDY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEAN NIESE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL SEARS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH TAFELSKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN KENNEDY | TRUSTEE Trustee or director | 1 | $0 |
| MIKE MCINTYRE | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| JAMES LAYMAN | CHAIRMAN Trustee or director, Officer | 5 | $0 |
| JOSEPH TAFELSKI | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD WOLFF | SECRETARY-TREASURER Trustee or director, Officer | 1 | $0 |
| DEAN NIESE | TRUSTEE Trustee or director | 1 | $0 |
| BRENT COUSINO | TRUSTEE Trustee or director | 1 | $0 |
| CHERYL SEARS | TRUSTEE Trustee or director | 1 | $0 |
| ALEXANDER DUE | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 709 MADISON AVE STE 305, TOLEDO, OH 43604-6624
- In care of
- % CHRISTINA DUNN
- Principal officer (990 for 2024)
- JACI BUGAJ, 709 MADISON AVE 305, TOLEDO, OH 43604
- Signed the 990
- JACI BUGAJ, EXECUTIVE DIRECTOR
- Phone
- (419) 241-7060
- Website
- WWW.TOLEDOROTARY.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE MISSION OF THE TOLEDO ROTARY CLUB FOUNDATION IS TO PROMOTE, SUPPORT AND HELP FUND THE EDUCATIONAL AND CHARITABLE EFFORTS OF THE ROTARY CLUB OF TOLEDO. TOLEDO ROTARY WORKS TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
Program accomplishments
- FUNDING REQUESTS RECEIVED BY 501(C)(3) ORGANIZATIONS ARE REVIEWED, VETTED AND RECOMMENDATIONS MADE THROUGH THE FOLLOWING SERVICE COMMITTEES OF THE FOUNDATION: COMMUNITY SERVICE, DISABILITY, INTERNATIONAL, PEACE, VOCATIONAL, WATER AND YOUTH. GRANTS MAY BE FUNDED THROUGH ANY OF THESE RECOMMENDATIONS FOLLOWING APPROVAL BY THE CLUB BOARD OF DIRECTORS AND FOUNDATION TRUSTEES.Expenses $16,066 · grants $3,750
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
- 34-1934738
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $924,613
- Income (IRS master file)
- $136,150
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $96,467 | $44,358 | $924,613 | IRS |
| 990 | June 2024 | $85,293 | $105,861 | $801,841 | IRS |
| 990 | June 2023 | $37,120 | $36,819 | $754,565 | XML |
| 990 | June 2022 | $33,452 | $29,452 | $711,021 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 34-1934738).
Questions about TOLEDO ROTARY CLUB FOUNDATION
- What is the EIN of TOLEDO ROTARY CLUB FOUNDATION?
- The employer identification number (EIN) of TOLEDO ROTARY CLUB FOUNDATION is 34-1934738.
- Is TOLEDO ROTARY CLUB FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to TOLEDO ROTARY CLUB FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TOLEDO ROTARY CLUB 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 TOLEDO ROTARY CLUB FOUNDATION 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 TOLEDO ROTARY CLUB FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of TOLEDO ROTARY CLUB FOUNDATION?
- The 990 for the year ended June 30, 2025 names JACI BUGAJ.
- Who are the officers and directors of TOLEDO ROTARY CLUB FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does TOLEDO ROTARY CLUB FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $96,467, expenses of $44,358 and total assets of $924,613 at year end.
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