Nonprofit · EIN 42-1208978
MARSHALLTOWN ROTARY FOUNDATION
Tax-exempt · MARSHALLTOWN, IA 50158
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $12,452 | $14,899 | -$2,447 | $254,902 | – | $254,902 |
| June 30, 2024 | 990-EZ | $14,828 | $15,452 | -$624 | $236,339 | – | $236,339 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,503
- Investment income
- $6,949
Expenses
- Grants and similar amounts paid
- $8,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $4,759
- Other expenses
- $2,140
- Program services (functional)
- $12,419
Balance sheet and other
- Total assets, start of year
- $236,339
- Total assets, end of year
- $254,902
- Total liabilities, end of year
- –
- Net assets, end of year
- $254,902
- Cash, savings and investments
- $254,902
- Gross receipts
- $12,452
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT NERF | SECRETARY | 0 | $0 |
| ROGER GROTELUSCHEN | TREASURER | 0 | $0 |
| GARY SCHAUDT | PRESIDENT | 0 | $0 |
| JACQUE WYANT | VICE PRESIDE | 0 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENNIS DRAGER | PRESIDENT | 0 | $0 |
| SCOTT NERF | SECRETARY | 0 | $0 |
| ROGER GROTELUSCHEN | TREASURER | 0 | $0 |
| GARY SCHAUDT | DIRECTOR | 0 | $0 |
| JACQUE WYANT | DIRECTOR | 0 | $0 |
| ERIN MCGREGOR | DIRECTOR | 0 | $0 |
| JIM LOWRANCE | DIRECTOR | 0 | $0 |
| DOUG BEALS | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 102 E CHURCH ST, MARSHALLTOWN, IA 50158-2942
- In care of
- % MAX H BUCK
- Mailing address (990-N for 2019)
- 2349 Whispering Oaks Rd, Marshalltown IA 50158
- Principal officer (990-N for 2019)
- Susan Martin, 2349 Whispering Oaks Rd, Marshalltown IA 50158
- Signed the 990-EZ
- ROGER GROTELUSCHEN, TREASURER
- Phone
- (641) 485-5486
- Return prepared by
- RASMUSSEN TAX & ACCOUNTING
Mission
THE MARSHALLTOWN ROTARY FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING FOR SUCH PURPOSES THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALLIFY AS EXEMPT ORGANIZATIONS UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE OR CORRESPONDING SECTIONS OF ANY FUTURE FEDERAL TAX CODE.
Program accomplishments
- SCHOLARSHIPS AND CHARITY FUNDING.Expenses $12,419 · grants $8,000
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 42-1208978
- 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
- 1984
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $254,902
- Income (IRS master file)
- $12,452
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $12,452 | $14,899 | $254,902 | XML |
| 990-EZ | June 2024 | $14,828 | $15,452 | $236,339 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-N for 2019 Officer: Susan Martin | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 42-1208978).
Questions about MARSHALLTOWN ROTARY FOUNDATION
- What is the EIN of MARSHALLTOWN ROTARY FOUNDATION?
- The employer identification number (EIN) of MARSHALLTOWN ROTARY FOUNDATION is 42-1208978.
- Is MARSHALLTOWN ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to MARSHALLTOWN ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARSHALLTOWN ROTARY FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of MARSHALLTOWN 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 MARSHALLTOWN ROTARY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of MARSHALLTOWN ROTARY FOUNDATION?
- The 990-N for 2019 names Susan Martin.
- Who are the officers and directors of MARSHALLTOWN ROTARY FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does MARSHALLTOWN ROTARY FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $12,452, expenses of $14,899 and total assets of $254,902 at year end.
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