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Nonprofit · EIN 50-3250070

ROTARY CLUB OF NEW PORT RICHEY FUND INC

Tax-exempt · NEW PRT RCHY, FL 34656

Financials

$317K$350K2023$347K$475K2024
Revenue Expenses · by fiscal year end
Financials of ROTARY CLUB OF NEW PORT RICHEY FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$347,003$474,509-$127,506$658,386$2,135$656,251
June 30, 2024990$317,084$349,719-$32,635$788,041$4,284$783,757
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$12,995
Program service revenue
$0
Investment income
$16,465
Net income from fundraising events
$317,543
Other revenue
$317,543

Expenses

Grants and similar amounts paid
$460,853
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$3,000
Program services (functional)
$460,853
Management and general (functional)
$13,656

Balance sheet and other

Total assets, start of year
$788,041
Total assets, end of year
$658,386
Total liabilities, end of year
$2,135
Net assets, end of year
$656,251
Net assets without donor restrictions
$621,294
Net assets with donor restrictions
$34,957
Gross receipts
$566,666
Employees
0
Year formed
1992
State of legal domicile
FL

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.

NameTitleHours / weekCompensation
ROB AGUISDIRECTOR
Trustee or director
2$0
MIKE BEAMDIRECTOR
Trustee or director
2$0
KURT CONOVERDIRECTOR
Trustee or director
2$0
AMANDA HARTCHAIRMAN
Trustee or director
5$0
ANDY LYONSDIRECTOR
Trustee or director
2$0
DAVID PHILLIPSTREASURER
Trustee or director
5$0
MICHAEL SCHWABDIRECTOR
Trustee or director
2$0
990 for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
ROB AGUISDIRECTOR
Trustee or director
1$0
KURT CONOVERDIRECTOR
Trustee or director
1$0
AMANDA HARTSECRETARY
Trustee or director
2$0
DAVID PHILLIPSTREASURER
Trustee or director
2$0
DEREK PONTLITZDIRECTOR
Trustee or director
1$0
MICHAEL SCHWABCHAIRMAN
Trustee or director
2$0
LISA SHIPPY-GONZALEZDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 267, NEW PRT RCHY, FL 34656-0267
Principal officer (990 for 2024)
AMANDA HART, P O BOX 267, NEW PORT RICHEY, FL 34656
Signed the 990
ROB AGUIS, DIRECTOR
Phone
(727) 207-8480
Return prepared by
BLOCK ADVISORS

Mission

FUND RAISING EVENTS FOR LOCAL COMMUNITY PROJECTS, ORGANIZATIONS AND PEOPLE IN NEED.

990 for the year ended June 30, 2025

Program accomplishments

  • FUNDRAISING EVENTS TO RAISE MONEY FOR LOCAL CAUSES, CHARITIES AND EDUCATIONAL SCHOLARSHIPS.
    Expenses $426,966 · grants $426,966
  • MONEY WAS RAISED FROM COMMUNITY DONATIONS FOR THE BENEFIT OF NEEDY FAMILIES DURING THE HOLIDAY SEASON.
    Expenses $33,887 · grants $33,887

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
50-3250070
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
2003
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$658,386
Income (IRS master file)
$566,666

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$347,003$474,509$658,386IRS
990June 2024$317,084$349,719$788,041XML
990June 2023$369,095$361,898$832,194IRS
990June 2022$314,904$210,908$820,691IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 50-3250070).

Questions about ROTARY CLUB OF NEW PORT RICHEY FUND INC

What is the EIN of ROTARY CLUB OF NEW PORT RICHEY FUND INC?
The employer identification number (EIN) of ROTARY CLUB OF NEW PORT RICHEY FUND INC is 50-3250070.
Is ROTARY CLUB OF NEW PORT RICHEY FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to ROTARY CLUB OF NEW PORT RICHEY FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROTARY CLUB OF NEW PORT RICHEY 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 ROTARY CLUB OF NEW PORT RICHEY FUND 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 ROTARY CLUB OF NEW PORT RICHEY FUND INC 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 CLUB OF NEW PORT RICHEY FUND INC?
The 990 for the year ended June 30, 2025 names AMANDA HART.
Who are the officers and directors of ROTARY CLUB OF NEW PORT RICHEY FUND INC?
The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does ROTARY CLUB OF NEW PORT RICHEY FUND INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $347,003, expenses of $474,509 and total assets of $658,386 at year end.

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