Nonprofit · EIN 38-6116080
BIRMINGHAM ROTARY CLUB ENDOWMENT FUND INC
Tax-exempt · BIRMINGHAM, MI 48012
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $97,876 | $19,670 | $78,206 | $1,609,624 | $0 | $1,609,624 |
| September 30, 2024 | 990 | $116,431 | $30,053 | $86,378 | $1,382,423 | $0 | $1,382,423 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $56,962
- Program service revenue
- $0
- Investment income
- $40,914
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $17,805
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $19,670
Balance sheet and other
- Total assets, start of year
- $1,382,423
- Total assets, end of year
- $1,609,624
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,609,624
- Publicly traded securities
- $1,380,020
- Net assets without donor restrictions
- $1,609,624
- Gross receipts
- $97,876
- Employees
- 0
- Volunteers
- 41
- Year formed
- 1966
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE BAUMAN | PRESIDENT Officer | 0 | $0 |
| JOHN WESTERHEIDE | TREASURER Officer | 0 | $0 |
| JOHN MUCHA | SECRETARY Officer | 0 | $0 |
| DAVE SMYK | DIRECTOR Officer | 0 | $0 |
| PETER KREHER | DIRECTOR Officer | 0 | $0 |
| WENDEE REX | DIRECTOR Officer | 0 | $0 |
| BILL ROY | DIRECTOR Officer | 0 | $0 |
| DAVID UNDERDOWN | DIRECTOR Officer | 0 | $0 |
| VIC POOLER | DIRECTOR Officer | 0 | $0 |
| MARK COOPER | DIRECTOR Officer | 0 | $0 |
| RYAN QUINN | DIRECTOR Officer | 0 | $0 |
| BRYAN FRANK | DIRECTOR Officer | 0 | $0 |
| RICHARD SHAPACK | DIRECTOR Officer | 0 | $0 |
| CAROL PETERSON | DIRECTOR Officer | 0 | $0 |
| DAVID ZIMMER | DIRECTOR Officer | 0 | $0 |
990 for the year ended September 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD SHAPACK | DIRECTOR Officer | 0 | $0 |
| MARK COOPER | DIRECTOR Officer | 0 | $0 |
| DAVID UNDERDOWN | DIRECTOR Officer | 0 | $0 |
| WILLIAM ROY | DIRECTOR Officer | 0 | $0 |
| VIC POOLER | DIRECTOR Officer | 0 | $0 |
| PATRICK GRADY | TREASURER Officer | 0 | $0 |
| JOE BAUMAN | PRESIDENT Officer | 0 | $0 |
| JOHN MUCHA | SECRETARY Officer | 0 | $0 |
| RYAN QUINN | DIRECTOR Officer | 0 | $0 |
| BRYAN FRANK | DIRECTOR Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1221 BOWERS ST UNIT 1294, BIRMINGHAM, MI 48012-7051
- In care of
- % JOHN WESTERHEIDE
- Principal officer (990 for 2024)
- JOE BAUMAN, 1221 Bowers St Unit 1294, Birmingham, MI 48012
- Signed the 990
- JOHN WESTERHEIDE, TREASURER
- Phone
- (248) 225-3891
- Return prepared by
- Sam Hodges & Associates LLC
Mission
To provide financial assistance to qualified entities and individuals.
Program accomplishments
- To provide financial assistance to qualified entities and individuals.Expenses $19,670 · grants $17,805 · revenue $93,085
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 38-6116080
- 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
- 1966
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,609,624
- Income (IRS master file)
- $97,876
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $97,876 | $19,670 | $1,609,624 | XML |
| 990 | September 2024 | $116,431 | $30,053 | $1,382,423 | XML |
| 990 | September 2023 | $66,961 | $19,422 | $1,040,849 | IRS |
| 990 | September 2022 | $37,630 | $41,046 | $872,657 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 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 38-6116080).
Questions about BIRMINGHAM ROTARY CLUB ENDOWMENT FUND INC
- What is the EIN of BIRMINGHAM ROTARY CLUB ENDOWMENT FUND INC?
- The employer identification number (EIN) of BIRMINGHAM ROTARY CLUB ENDOWMENT FUND INC is 38-6116080.
- Is BIRMINGHAM ROTARY CLUB ENDOWMENT FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to BIRMINGHAM ROTARY CLUB ENDOWMENT FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BIRMINGHAM ROTARY CLUB ENDOWMENT FUND 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 BIRMINGHAM ROTARY CLUB ENDOWMENT FUND INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BIRMINGHAM ROTARY CLUB ENDOWMENT FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of BIRMINGHAM ROTARY CLUB ENDOWMENT FUND INC?
- The 990 for the year ended September 30, 2025 names JOE BAUMAN.
- Who are the officers and directors of BIRMINGHAM ROTARY CLUB ENDOWMENT FUND INC?
- The 990 for the year ended September 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does BIRMINGHAM ROTARY CLUB ENDOWMENT FUND INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $97,876, expenses of $19,670 and total assets of $1,609,624 at year end.
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