Nonprofit · EIN 38-2170564
ROTARY CHARITIES OF TRAVERSE CITY
Tax-exempt · TRAVERSE CITY, MI 49684
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,167,748 | $3,240,352 | $927,396 | $50,332,157 | $382,854 | $49,949,303 |
| June 30, 2024 | 990 | $2,410,878 | $3,317,871 | -$906,993 | $48,203,748 | $277,867 | $47,925,881 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $87,798
- Program service revenue
- $32,993
- Investment income
- $3,864,963
- Royalties
- $181,994
- Net gain from sales of assets
- $2,770,651
- Other revenue
- $181,994
Expenses
- Grants and similar amounts paid
- $1,802,466
- Compensation of officers, directors and key employees
- $153,756
- Other salaries and wages
- $430,224
- Salaries, compensation and benefits (total)
- $730,512
- Professional fundraising fees
- $0
- Legal fees
- $4,543
- Accounting fees
- $23,076
- Occupancy
- $49,769
- Depreciation
- $6,960
- Program services (functional)
- $2,790,448
- Management and general (functional)
- $449,904
Balance sheet and other
- Total assets, start of year
- $48,203,748
- Total assets, end of year
- $50,332,157
- Total liabilities, end of year
- $382,854
- Net assets, end of year
- $49,949,303
- Land, buildings and equipment
- $24,106
- Publicly traded securities
- $47,744,141
- Net assets without donor restrictions
- $49,949,303
- Gross receipts
- $13,758,848
- Employees
- 7
- Volunteers
- 23
- Year formed
- 1976
- State of legal domicile
- MI
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 | Other / benefits |
|---|---|---|---|---|
| SAKURA TAKANO | CEO Officer | 40 | $153,756 | $22,438 |
| LORRAINE BEERS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GREG LUYT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BENJAMIN MARENTETTE | TREASURER/ SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOHN RODDY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN HALL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MADISON FORD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KELLY DUNHAM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WENDY IRVIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AUTUMN SOLTYSIAK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| REBECCA TEAHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SAKURA TAKANO | CEO Officer | 40 | $137,130 | $20,475 |
| GREG LUYT | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BENJAMIN MARENTETTE | TREASURER/ SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARLENE BEVAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN HALL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALLISON BEERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KELLY DUNHAM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LORRAINE BEERS | VICE CHAIR Trustee or director | 1 | $0 | $0 |
| WENDY IRVIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AUTUMN SOLTYSIAK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| REBECCA TEAHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 800 COTTAGEVIEW DRIVE, TRAVERSE CITY, MI 49684-2616
- Principal officer (990 for 2024)
- SAKURA TAKANO, 800 COTTAGEVIEW DRIVE 1090, TRAVERSE CITY, MI 49684
- Signed the 990
- SAKURA TAKANO, CEO
- Phone
- (231) 941-4010
- Website
- WWW.ROTARYCHARITIES.ORG
- Return prepared by
- DGN LLC
Mission
PROVIDES FUNDING, LEARNING, AND CONNECTIONS TO ADDRESS OUR REGION'S COMPLEX PROBLEMS AND CREATE COMMUNITY ASSETS FOR ALL.
Program accomplishments
- 97 GRANTS PROVIDED TO 69 GOVERNMENTAL & NON-PROFIT ORGANIZATIONS AND 4 CAPACITY BUILDING OPPORTUNITIES TO 77 INDIVIDUALS IN CONNECTION WITH THE MISSION OF ROTARY TO PROVIDE CHARITABLE ASSISTANCE TO THE PEOPLE OF GRAND TRAVERSE, ANTRIM, BENZIE, KALKASKA AND LEELANAU COUNTIES.Expenses $2,790,448 · grants $1,802,466 · revenue $32,993
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
- 38-2170564
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1978
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S800)
- Assets (IRS master file)
- $50,332,157
- Income (IRS master file)
- $13,758,848
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,167,748 | $3,240,352 | $50,332,157 | XML |
| 990 | June 2024 | $2,410,878 | $3,317,871 | $48,203,748 | XML |
| 990 | June 2023 | $1,013,623 | $3,417,345 | $46,937,028 | IRS |
| 990 | June 2022 | $4,227,513 | $3,431,085 | $45,678,942 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 38-2170564).
Questions about ROTARY CHARITIES OF TRAVERSE CITY
- What is the EIN of ROTARY CHARITIES OF TRAVERSE CITY?
- The employer identification number (EIN) of ROTARY CHARITIES OF TRAVERSE CITY is 38-2170564.
- Is ROTARY CHARITIES OF TRAVERSE CITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to ROTARY CHARITIES OF TRAVERSE CITY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ROTARY CHARITIES OF TRAVERSE CITY 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 CHARITIES OF TRAVERSE CITY 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 CHARITIES OF TRAVERSE CITY 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 CHARITIES OF TRAVERSE CITY?
- The 990 for the year ended June 30, 2025 names SAKURA TAKANO.
- Who are the officers and directors of ROTARY CHARITIES OF TRAVERSE CITY?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $153,756 (SAKURA TAKANO, CEO).
- How much revenue does ROTARY CHARITIES OF TRAVERSE CITY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,167,748, expenses of $3,240,352 and total assets of $50,332,157 at year end.
Other nonprofits in TRAVERSE CITY
- TRAVERSE CONNECT INC EIN 47-2891252 · last filed 990 for 2025
- UTOPIA FOUNDATION INC EIN 52-2392335 · last filed 990 for 2024
- ALLIANCE FOR INNOVATION AND TRANSFORMATION EIN 84-1365711 · last filed 990 for 2025
- LEELANAU PENINSULA VINTNERS INC EIN 38-3533973 · last filed 990 for 2025
- CRAFT BEVERAGE ARTISANS INC EIN 47-2739514 · last filed 990 for 2024
- COMMONPLACE PRACTICE EIN 81-3805677 · last filed 990-EZ for 2022
- DOWNTOWN TRAVERSE CITY ASSOCIATION EIN 38-2552485 · last filed 990 for 2025
- TRAVERSE AREA PICKLEBALL ASSOCIATION EIN 46-5477659 · last filed 990-N for 2025
All nonprofits in TRAVERSE CITY · Michigan · Community improvement and capacity building