Nonprofit · EIN 45-0565739
SMYRNA ROTARY CLUB CHARITABLE FOUNDATION
Tax-exempt · SMYRNA, TN 37167
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $118,928 | $77,641 | $41,287 | $140,931 | $0 | $140,931 |
| June 30, 2024 | 990 | $146,106 | $179,072 | -$32,966 | $99,644 | $0 | $99,644 |
| June 30, 2023 | 990 | $149,331 | $147,277 | $2,054 | $132,611 | $0 | $132,611 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,500
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- $108,428
- Other revenue
- $108,428
Expenses
- Grants and similar amounts paid
- $76,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $76,000
- Management and general (functional)
- $1,641
Balance sheet and other
- Total assets, start of year
- $99,644
- Total assets, end of year
- $140,931
- Total liabilities, end of year
- $0
- Net assets, end of year
- $140,931
- Net assets without donor restrictions
- $140,931
- Gross receipts
- $165,803
- Employees
- 0
- Volunteers
- 100
- Year formed
- 2007
- State of legal domicile
- TN
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 |
|---|---|---|---|
| Wayne Blair | Trustee Trustee or director | 0 | $0 |
| Robert Elliott | Trustee Trustee or director | 0 | $0 |
| Gerry Short | Trustee Trustee or director | 0 | $0 |
| Phil Wilson | Trustee Trustee or director | 0 | $0 |
| Marc Michaelson | Chairman Officer | 0 | $0 |
| Fran Dunne | Secretary Officer | 0 | $0 |
| Derek Blake | Treasurer Officer | 0 | $0 |
| Eric Brown | Club President Officer | 0 | $0 |
| Sean Hart | Club President Elect Officer | 0 | $0 |
| Michael Wilson | Service Projects Officer | 0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert Elliott | Trustee Trustee or director | 0 | $0 |
| Gerry Short | Trustee Trustee or director | 0 | $0 |
| Phil Wilson | Trustee Trustee or director | 0 | $0 |
| Wayne Blair | Trustee Trustee or director | 0 | $0 |
| Michael Wilson | Service Projects Officer | 0 | $0 |
| Marc Michaelson | Chairman Officer | 0 | $0 |
| Carolyn Peebles | Club President Elect Officer | 0 | $0 |
| Sean Hart | Treasurer Officer | 0 | $0 |
| Fran Dunne | Secretary Officer | 0 | $0 |
| Judy King | Club President Officer | 0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Theresa Austin | Trustee Trustee or director | 1 | $0 |
| Robert Elliott | Trustee Trustee or director | 1 | $0 |
| Jason Surratt | Trustee Trustee or director | 1 | $0 |
| Eric Brown | Trustee Trustee or director | 0 | $0 |
| Wayne Blair | Trustee Trustee or director | 1 | $0 |
| Tim Morrell | Trustee Trustee or director | 1 | $0 |
| Marc Michaelson | Chairman Officer | 1 | $0 |
| Fran Dunne | Secretary Officer | 1 | $0 |
| Judy King | Treasurer Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 353, SMYRNA, TN 37167-0353
- In care of
- % SEAN HART
- Signed the 990
- SEAN HART, Chairman
- Phone
- (615) 459-0073
- Return prepared by
- Parks & Company CPAs PC
Mission
Provide funds for local non-profits and for scholarships
Program accomplishments
- Provide funds for local non-profit organizationsExpenses $76,000
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 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 45-0565739
- 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
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P12)
- Assets (IRS master file)
- $140,931
- Income (IRS master file)
- $165,803
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $118,928 | $77,641 | $140,931 | XML |
| 990 | June 2024 | $146,106 | $179,072 | $99,644 | XML |
| 990 | June 2023 | $149,331 | $147,277 | $132,611 | XML |
| 990 | June 2022 | $171,891 | $183,094 | $130,557 | 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 45-0565739).
Questions about SMYRNA ROTARY CLUB CHARITABLE FOUNDATION
- What is the EIN of SMYRNA ROTARY CLUB CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SMYRNA ROTARY CLUB CHARITABLE FOUNDATION is 45-0565739.
- Is SMYRNA ROTARY CLUB CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to SMYRNA ROTARY CLUB CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SMYRNA ROTARY CLUB CHARITABLE FOUNDATION 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 SMYRNA ROTARY CLUB CHARITABLE 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 SMYRNA ROTARY CLUB CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of SMYRNA ROTARY CLUB CHARITABLE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does SMYRNA ROTARY CLUB CHARITABLE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $118,928, expenses of $77,641 and total assets of $140,931 at year end.
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