Nonprofit · EIN 34-6556119
CLEVELAND ROTARY FOUNDATION
Tax-exempt · AVON LAKE, OH 44012
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $246,790 | $200,221 | $46,569 | $3,225,818 | $1,727 | $3,224,091 |
| June 30, 2024 | 990 | $228,102 | $270,535 | -$42,433 | $3,067,366 | $930 | $3,066,436 |
| June 30, 2023 | 990 | $200,431 | $299,005 | -$98,574 | $2,952,690 | $2,279 | $2,950,411 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $28,370
- Program service revenue
- $0
- Investment income
- $215,350
- Net gain from sales of assets
- $44,542
- Other revenue
- $3,070
Expenses
- Grants and similar amounts paid
- $87,958
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $6,927
- Program services (functional)
- $127,506
- Management and general (functional)
- $72,715
Balance sheet and other
- Total assets, start of year
- $3,067,366
- Total assets, end of year
- $3,225,818
- Total liabilities, end of year
- $1,727
- Net assets, end of year
- $3,224,091
- Publicly traded securities
- $3,196,976
- Net assets without donor restrictions
- $475,865
- Net assets with donor restrictions
- $2,748,226
- Gross receipts
- $575,970
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1978
- 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 |
|---|---|---|---|
| SHARON S LERCH | SECRETARY Officer | 14 | $47,500 |
| HOWARD LICHTIG | TRUSTEE Trustee or director | 1 | $0 |
| BEVERLY GHENT-SKRZYNSKI | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER KELLY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| KAREN MELTON | TREASURER Trustee or director, Officer | 1 | $0 |
| JERRY JARZABEK | INVESTMENT ADVISOR Trustee or director | 1 | $0 |
| JESSICA HANES | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| ERIC BUTLER | TRUSTEE Trustee or director | 1 | $0 |
| DAVID BROWNING | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON S LERCH | SECRETARY Officer | 14 | $47,500 |
| RONALD FELGENHAUER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| CHRISTINE WISKOCHIL | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| HOWARD LICHTIG | TRUSTEE Trustee or director | 1 | $0 |
| DENNIS MCANDREW | TRUSTEE Trustee or director | 1 | $0 |
| BEVERLY GHENT-SKRZYNSKI | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER KELLY | TRUSTEE Trustee or director | 1 | $0 |
| KAREN MELTON | TREASURER Trustee or director | 1 | $0 |
| JERRY JARZABEK | INVESTMENT ADVISOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| SHARON S LERCH | SECRETARY Officer | 14 | $0 | $47,500 |
| RONALD FELGENHAUER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINE WISKOCHIL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HOWARD LICHTIG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DENNIS MCANDREW | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ARTHUR P WARD | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM GARRISON | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 377 LEAR ROAD 222, AVON LAKE, OH 44012-2087
- Principal officer (990 for 2024)
- SHARON LERCH, 377 LEAR ROAD SUITE 222, AVON LAKE, OH 44012
- Signed the 990
- SHARON LERCH, SECRETARY
- Phone
- (216) 556-8637
- Return prepared by
- MEADEN & MOORE LTD
Mission
PROVIDING FUNDING TO FURTHER CHARITABLE AND EDUCATIONAL ACTIVITIES THROUGHOUT NORTHEASTERN OHIO
Program accomplishments
- THE CLEVELAND ROTARY FOUNDATION IS COMMITTED TO PROVIDING FUNDING FOR VARIOUS CHARITABLE AND EDUCATIONAL ACTIVITIES THROUGHOUT THE NORTHEAST OHIO AREA. DURING THE FISCAL YEAR, ROTARIANS DONATED THEIR TIME TOWARDS CHARITABLE PROJECTS SUCH AS BLOOD DONATION EFFORTS, ASSISTANCE AT LOCAL FOOD BANK, SERVING MEALS TO NEEDY NORTHEAST OHIOANS, STUDENT RECOGNITIONS, HONORING POLICE/FIRE AND EMS WORKERS AND BEAUTIFYING GREEN SPACES NEAR RAPID TRANSIT LINES. THOUSANDS OF NORTHEAST OHIOANS HAVE BENEFITED FROM THESE EFFORTS.Expenses $127,506 · grants $87,958
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
- 34-6556119
- 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
- 1941
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80Z)
- Assets (IRS master file)
- $3,225,818
- Income (IRS master file)
- $575,970
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $246,790 | $200,221 | $3,225,818 | IRS |
| 990 | June 2024 | $228,102 | $270,535 | $3,067,366 | IRS |
| 990 | June 2023 | $200,431 | $299,005 | $2,952,690 | XML |
| 990 | June 2022 | $838,902 | $121,419 | $2,916,168 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 34-6556119).
Questions about CLEVELAND ROTARY FOUNDATION
- What is the EIN of CLEVELAND ROTARY FOUNDATION?
- The employer identification number (EIN) of CLEVELAND ROTARY FOUNDATION is 34-6556119.
- Is CLEVELAND ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
- 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 June 30, 2026) is due November 16, 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 for the year ended June 2025.
- Who is the principal officer of CLEVELAND ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 names SHARON LERCH.
- Who are the officers and directors of CLEVELAND ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $47,500 (SHARON S LERCH, SECRETARY).
- How much revenue does CLEVELAND ROTARY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $246,790, expenses of $200,221 and total assets of $3,225,818 at year end.
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All nonprofits in AVON LAKE · Ohio · Community improvement and capacity building