Nonprofit · EIN 38-2336366
ST JOSEPH-BENTON HARBOR ROTARYCLUB FOUNDATION INC
Tax-exempt · ST JOSEPH, MI 49085
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990 | $127,606 | $77,357 | $50,249 | $2,147,802 | $0 | $2,147,802 |
| June 30, 2023 | 990 | $128,240 | $84,269 | $43,971 | $1,874,627 | $0 | $1,874,627 |
Financial details: 990 for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $26,500
- Program service revenue
- $0
- Investment income
- $101,106
- Net gain from sales of assets
- $57,157
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $69,000
- Other salaries and wages
- $1,600
- Salaries, compensation and benefits (total)
- $1,600
- Professional fundraising fees
- $0
- Accounting fees
- $1,000
- Program services (functional)
- $69,000
- Management and general (functional)
- $8,357
Balance sheet and other
- Total assets, start of year
- $1,874,627
- Total assets, end of year
- $2,147,802
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,147,802
- Publicly traded securities
- $2,122,209
- Net assets without donor restrictions
- $2,147,802
- Gross receipts
- $960,319
- Employees
- 0
- Year formed
- 1981
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM WATSON | TREASURER Officer | 2 | $1,200 |
| PRUDY BARRETT-NELSON | DIRECTOR Trustee or director | 1 | $0 |
| LISA CRIPPS-DOWNEY | DIRECTOR Trustee or director | 1 | $0 |
| MATT HANLEY | DIRECTOR Trustee or director | 1 | $0 |
| GAYLE OLSON | DIRECTOR Trustee or director | 1 | $0 |
| DALE PARK | DIRECTOR Trustee or director | 1 | $0 |
| JOHN PROOS | DIRECTOR Trustee or director | 1 | $0 |
| AL PSCHOLKA | DIRECTOR Trustee or director | 1 | $0 |
| REINHOLD SCHROEDER | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL HUIE | PRESIDENT Officer | 1 | $0 |
| PAUL WESTMAAS | SECRETARY Officer | 1 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM WATSON | TREASURER Officer | 2 | $1,200 |
| PRUDY BARRETT-NELSON | DIRECTOR Trustee or director | 1 | $0 |
| LISA CRIPPS-DOWNEY | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL HUIE | DIRECTOR Trustee or director | 1 | $0 |
| DALE PARK | DIRECTOR Trustee or director | 1 | $0 |
| REINHOLD SCHROEDER | DIRECTOR Trustee or director | 1 | $0 |
| CHARLOTTE WENHAM | DIRECTOR Trustee or director | 1 | $0 |
| MATT HANLEY | PRESIDENT Officer | 1 | $0 |
| PAUL WESTMAAS | SECRETARY Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 143, ST JOSEPH, MI 49085-0143
- Principal officer (990 for 2023)
- TOM WATSON, 6180 DREAMCATCHER RD, STEVENSVILLE, MI 49127
- Signed the 990
- TOM WATSON, TREASURER
- Phone
- (269) 369-4650
- Return prepared by
- STEPHEN ROSS & COMPANY PC
Mission
THE FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN THE GREATER ST. JOSEPH/BENTON HARBOR COMMUNITY BY SUPPORTING 1) HUMAN DEVELOPMENT PROJECTS THAT PROMOTE HEALTH, EDUCATION AND SELF-DEVELOPMENT, AND 2) COMMUNITY DEVELOPMENT PROJECTS THAT ENHANCE THE PHYSICAL ASPECTS OF THE COMMUNITY.
Program accomplishments
- PROVIDED FUNDING TO LOCAL CHARITABLE ORGANIZATIONS IN THE ST. JOSEPH-BENTON HARBOR COMMUNITY THAT ARE WORKING ON COMMUNITY DEVELOPMENT PROJECTS.Expenses $69,000 · grants $69,000
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 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 38-2336366
- 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
- 1981
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,147,802
- Income (IRS master file)
- $960,319
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2024 | $127,606 | $77,357 | $2,147,802 | IRS |
| 990 | June 2023 | $128,240 | $84,269 | $1,874,627 | XML |
| 990 | June 2022 | $74,235 | $76,635 | $1,735,750 | 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 38-2336366).
Questions about ST JOSEPH-BENTON HARBOR ROTARYCLUB FOUNDATION INC
- What is the EIN of ST JOSEPH-BENTON HARBOR ROTARYCLUB FOUNDATION INC?
- The employer identification number (EIN) of ST JOSEPH-BENTON HARBOR ROTARYCLUB FOUNDATION INC is 38-2336366.
- Is ST JOSEPH-BENTON HARBOR ROTARYCLUB FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to ST JOSEPH-BENTON HARBOR ROTARYCLUB FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST JOSEPH-BENTON HARBOR ROTARYCLUB FOUNDATION 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 ST JOSEPH-BENTON HARBOR ROTARYCLUB FOUNDATION 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 ST JOSEPH-BENTON HARBOR ROTARYCLUB FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2024.
- Who is the principal officer of ST JOSEPH-BENTON HARBOR ROTARYCLUB FOUNDATION INC?
- The 990 for the year ended June 30, 2024 names TOM WATSON.
- Who are the officers and directors of ST JOSEPH-BENTON HARBOR ROTARYCLUB FOUNDATION INC?
- The 990 for the year ended June 30, 2024 lists 11 people; 1 received compensation from the organization, the highest $1,200 (TOM WATSON, TREASURER).
- How much revenue does ST JOSEPH-BENTON HARBOR ROTARYCLUB FOUNDATION INC have?
- On its 990 for the year ended June 30, 2024 it reported revenue of $127,606, expenses of $77,357 and total assets of $2,147,802 at year end.
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