Nonprofit · EIN 35-1820749
ROTARY FOUNDATION OF EVANSVILLE INC
Tax-exempt · EVANSVILLE, IN 47706
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $199,887 | $108,497 | $91,390 | $2,177,737 | $11,812 | $2,165,925 |
| June 30, 2024 | 990 | $206,901 | $134,372 | $72,529 | $1,959,723 | $0 | $1,959,723 |
| June 30, 2023 | 990 | $144,750 | $92,193 | $52,557 | $1,824,907 | $55,964 | $1,768,943 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $66,023
- Program service revenue
- $0
- Investment income
- $127,828
- Net gain from sales of assets
- $71,946
- Net income from fundraising events
- $6,036
- Other revenue
- $6,036
Expenses
- Grants and similar amounts paid
- $92,262
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $900
- Program services (functional)
- $93,647
- Management and general (functional)
- $14,850
Balance sheet and other
- Total assets, start of year
- $1,959,723
- Total assets, end of year
- $2,177,737
- Total liabilities, end of year
- $11,812
- Net assets, end of year
- $2,165,925
- Publicly traded securities
- $1,983,648
- Net assets without donor restrictions
- $78,957
- Net assets with donor restrictions
- $2,086,968
- Gross receipts
- $616,061
- Employees
- 0
- Volunteers
- 100
- Year formed
- 1990
- State of legal domicile
- IN
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 |
|---|---|---|---|
| KARI AKIN | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDREW ALEXANDER | BOARD MEMBER Trustee or director | 1 | $0 |
| MARCIA FORSTON | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVE KECK | BOARD MEMBER Trustee or director | 1 | $0 |
| JIM SPATH | BOARD MEMBER Trustee or director | 1 | $0 |
| CATHY RENNER | BOARD MEMBER Trustee or director | 1 | $0 |
| GRACE STEVENS | BOARD MEMBER Trustee or director | 1 | $0 |
| JORDAN WHITLEDGE | BOARD MEMBER Trustee or director | 1 | $0 |
| TIM BLACK | BOARD MEMBER Trustee or director | 1 | $0 |
| BRIAN BURKETT | BOARD MEMBER Trustee or director | 1 | $0 |
| ARVENDA MCDONALD | BOARD MEMBER Trustee or director | 1 | $0 |
| MISTI ALVAREZ COHEN | BOARD MEMBER Trustee or director | 1 | $0 |
| KIM SPENCE | BOARD MEMBER Trustee or director | 1 | $0 |
| ALEXIS BERGGREN | BOARD MEMBER Trustee or director | 1 | $0 |
| ABRAHAM BROWN | BOARD MEMBER Trustee or director | 1 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL DUCKWORTH | BOARD MEMBER Trustee or director | 1 | $0 |
| JACK FABER | BOARD MEMBER Trustee or director | 1 | $0 |
| RYAN RIGG | BOARD MEMBER Trustee or director | 1 | $0 |
| CAREN WHITEHOUSE | BOARD MEMBER Trustee or director | 1 | $0 |
| PHILIP R HOOPER | PAST PRESIDENT Officer | 2 | $0 |
| ASHLEY VEZZOSO-SCHAEFER | PRESIENT ELECT Officer | 2 | $0 |
| PETE HILLENBRAND | PRESIDENT Officer | 2 | $0 |
| KATE REIBEL | SECRETARY Officer | 2 | $0 |
| TAYLOR GOGEL | VICE PRESIDENT Officer | 2 | $0 |
| JEFFREY BERGER | TREASURER Officer | 2 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KARI AKIN | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDREW ALEXANDER | BOARD MEMBER Trustee or director | 1 | $0 |
| MARCIA FORSTON | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVE KECK | BOARD MEMBER Trustee or director | 1 | $0 |
| JIM SPATH | BOARD MEMBER Trustee or director | 1 | $0 |
| CATHY RENNER | BOARD MEMBER Trustee or director | 1 | $0 |
| GRACE STEVENS | BOARD MEMBER Trustee or director | 1 | $0 |
| JORDAN WHITLEDGE | BOARD MEMBER Trustee or director | 1 | $0 |
| TIM BLACK | BOARD MEMBER Trustee or director | 1 | $0 |
| BRIAN BURKETT | BOARD MEMBER Trustee or director | 1 | $0 |
| KATE REIBEL | BOARD MEMBER Trustee or director | 1 | $0 |
| ARVENDA MCDONALD | BOARD MEMBER Trustee or director | 1 | $0 |
| MISTI ALVAREZ COHEN | BOARD MEMBER Trustee or director | 1 | $0 |
| KIM SPENCE | BOARD MEMBER Trustee or director | 1 | $0 |
| ALEXIS BERGGREN | BOARD MEMBER Trustee or director | 1 | $0 |
| ABRAHAM BROWN | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL DUCKWORTH | BOARD MEMBER Trustee or director | 1 | $0 |
| JACK FABER | BOARD MEMBER Trustee or director | 1 | $0 |
| RYAN BIXLER | BOARD MEMBER Trustee or director | 1 | $0 |
| CAREN WHITEHOUSE | BOARD MEMBER Trustee or director | 1 | $0 |
| PHILIP R HOOPER | PRESIDENT Officer | 4 | $0 |
| ASHLEY VEZZOSO-SCHAEFER | VICE PRESIDENT Officer | 4 | $0 |
| PETE HILLENBRAND | PRESIDENT ELECT Officer | 4 | $0 |
| TAYLOR GOGEL | SECRETARY Officer | 4 | $0 |
| JEFFREY BERGER | TREASURER Officer | 2 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ABBY FOROUGHI | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK GERST | BOARD MEMBER Trustee or director | 1 | $0 |
| PEPPER MULHERIN | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDY THARP | BOARD MEMBER Trustee or director | 1 | $0 |
| GRACE STEVENS | BOARD MEMBER Trustee or director | 1 | $0 |
| KIM SPENCE | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVE KECK | BOARD MEMBER Trustee or director | 1 | $0 |
| MISTY CHOEN | BOARD MEMBER Trustee or director | 1 | $0 |
| TIM BLACK | BOARD MEMBER Trustee or director | 1 | $0 |
| JIM SPATH | BOARD MEMBER Trustee or director | 1 | $0 |
| SHAWN COLLINS | BOARD MEMBER Trustee or director | 1 | $0 |
| FRED EMORY | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDREW ALEXANDER | BOARD MEMBER Trustee or director | 1 | $0 |
| STACY STEVENS | BOARD MEMBER Trustee or director | 1 | $0 |
| ADAM TRINKLE | BOARD MEMBER Trustee or director | 1 | $0 |
| JORDAN WHITLEDGE | BOARD MEMBER Trustee or director | 1 | $0 |
| CATHY RENNER | BOARD MEMBER Trustee or director | 1 | $0 |
| MARCIA FORSTON | BOARD MEMBER Trustee or director | 1 | $0 |
| CLARK STANFILL | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFFREY BERGER | BOARD TREASURER Officer | 1 | $0 |
| CRYSTAL WILDEMAN | SECRETARY Officer | 1 | $0 |
| PETE HILLENBRAND | BOARD MEMBER Officer | 1 | $0 |
| KARI AKIN | PRESIDENT Officer | 1 | $0 |
| PHILLIP HOOPER | PRESIDENT ELECT Officer | 1 | $0 |
| ASHLEY VEZZOSO SCHAEFER | VICE PRESIDENT Officer | 1 | $0 |
| RICK MOORE | PAST PRESIDENT Officer | 1 | $0 |
| BILL BOHLEN | SEGEANT AT ARMS Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1131, EVANSVILLE, IN 47706-1131
- In care of
- % TERRY W TALLEY
- Principal officer (990 for 2024)
- JEFFREY BERGER, PO BOX 1131, EVANSVILLE, IN 47706
- Signed the 990
- JEFFREY BERGER, TREASURER
- Phone
- (812) 480-5583
- Website
- WWW.EVANSVILLEROTARY.COM
- Return prepared by
- KEMPER CPA GROUP LLP
Mission
TO PROMOTE AND SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES AND COMMUNITY SERVICE PROJECTS IN THE METROPOLITAN EVANSVILLE, INDIANA AREA AND AROUND THE WORLD.
Program accomplishments
- GRANTS FOR PUBLIC AND PAROCHIAL SCHOOLS TO FUND INNOVATIVE CLASSROOM PROGRAMS THAT WOULD NOT OTHERWISE BE FUNDED.Expenses $92,262 · grants $92,262 · revenue $15,000
- MULTIPLE PROJECTS THAT PROMOTE HEALTHY LIVING AND ENHANCE QUALITY OF LIFE IN THE LOCAL COMMUNITY.Expenses $1,385
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
- 35-1820749
- 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
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30Z)
- Assets (IRS master file)
- $2,177,737
- Income (IRS master file)
- $616,061
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $199,887 | $108,497 | $2,177,737 | XML |
| 990 | June 2024 | $206,901 | $134,372 | $1,959,723 | XML |
| 990 | June 2023 | $144,750 | $92,193 | $1,824,907 | XML |
| 990 | June 2022 | $148,435 | $51,980 | $1,657,985 | IRS |
| 990 | June 2021 | – | – | – | 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 35-1820749).
Questions about ROTARY FOUNDATION OF EVANSVILLE INC
- What is the EIN of ROTARY FOUNDATION OF EVANSVILLE INC?
- The employer identification number (EIN) of ROTARY FOUNDATION OF EVANSVILLE INC is 35-1820749.
- Is ROTARY FOUNDATION OF EVANSVILLE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to ROTARY FOUNDATION OF EVANSVILLE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY FOUNDATION OF EVANSVILLE INC 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 ROTARY FOUNDATION OF EVANSVILLE INC 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 ROTARY FOUNDATION OF EVANSVILLE INC 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 ROTARY FOUNDATION OF EVANSVILLE INC?
- The 990 for the year ended June 30, 2025 names JEFFREY BERGER.
- Who are the officers and directors of ROTARY FOUNDATION OF EVANSVILLE INC?
- The 990 for the year ended June 30, 2025 lists 25 people; 0 received compensation from the organization.
- How much revenue does ROTARY FOUNDATION OF EVANSVILLE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $199,887, expenses of $108,497 and total assets of $2,177,737 at year end.
Other nonprofits in EVANSVILLE
- COMMUNITY FOUNDATION ALLIANCE INC EIN 35-1830262 · last filed 990 for 2025
- OLD NATIONAL BANK FOUNDATION INC EIN 26-0130059 · last filed 990-PF for 2025
- JOYSONG FOUNDATION INC EIN 87-3910022 · last filed 990-PF for 2025
- WELBORN BAPTIST FOUNDATION INC EIN 35-2056722 · last filed 990-PF for 2024
- FIRST MIDWEST CHARITABLE TRUST EIN 26-6654290 · last filed 990 for 2025
- CECIL A AND MABEL LENE HAMMAN FOUNDATION INC EIN 26-2724931 · last filed 990-PF for 2025
- ALAN W SHARON A BRAUN FAMILY FOUNDATION INC EIN 45-4122368 · last filed 990-PF for 2025
- IRA G AND THERESA L BOOTS FAMILY FOUNDATION EIN 47-7332505 · last filed 990-PF for 2025
All nonprofits in EVANSVILLE · Indiana · Philanthropy, voluntarism and grantmaking foundations