Nonprofit · EIN 54-1372455
SOUTH BEND ROTARY CHARITABLE FOUNDATION INC
Tax-exempt · SOUTH BEND, IN 46634
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $116,583 | $119,348 | -$2,765 | $1,328,931 | $88,925 | $1,240,006 |
| June 30, 2024 | 990 | $66,955 | $99,038 | -$32,083 | $1,222,523 | $66,178 | $1,156,345 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $54,863
- Program service revenue
- $0
- Investment income
- $53,607
- Net gain from sales of assets
- $23,582
- Net income from fundraising events
- $8,113
- Other revenue
- $8,113
Expenses
- Grants and similar amounts paid
- $106,204
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,400
- Program services (functional)
- $106,204
- Management and general (functional)
- $13,144
Balance sheet and other
- Total assets, start of year
- $1,222,523
- Total assets, end of year
- $1,328,931
- Total liabilities, end of year
- $88,925
- Net assets, end of year
- $1,240,006
- Publicly traded securities
- $1,084,597
- Net assets without donor restrictions
- $1,240,006
- Gross receipts
- $167,539
- Employees
- 0
- Volunteers
- 75
- Year formed
- 1986
- State of legal domicile
- IN
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 |
|---|---|---|---|
| KJ MAPES | DIRECTOR Trustee or director | 0.5 | $0 |
| DAN VUKMIROVICH | DIRECTOR Trustee or director | 0.5 | $0 |
| CARSTEN SCHMIDT | DIRECTOR Trustee or director | 0.5 | $0 |
| DOUG ELDER | DIRECTOR Trustee or director | 0.5 | $0 |
| HUGH JOHNSON | DIRECTOR Trustee or director | 0.5 | $0 |
| MARK MCDONNELL | DIRECTOR Trustee or director | 0.5 | $0 |
| LEONARDO SANCHEZ | DIRECTOR Trustee or director | 0.5 | $0 |
| DAN ASLESON | DIRECTOR Trustee or director | 0.5 | $0 |
| MICHAEL POUND | DIRECTOR Trustee or director | 0.5 | $0 |
| PAUL SZROM | DIRECTOR Trustee or director | 0.5 | $0 |
| JOEL MOODY | DIRECTOR Trustee or director | 0.5 | $0 |
| STEVE KIELMAN | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| JOHN FARRELL | TREASURER Trustee or director, Officer | 0.5 | $0 |
| AMBER BEHRENS | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| TINA PATTON | PRESIDENT-EL Trustee or director, Officer | 0.5 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN VUKMIROVICH | DIRECTOR Trustee or director | 0.5 | $0 |
| TINA PATTON | DIRECTOR Trustee or director | 0.5 | $0 |
| MARVIN CURTIS | DIRECTOR Trustee or director | 0.5 | $0 |
| CARSTEN SCHMIDT | DIRECTOR Trustee or director | 0.5 | $0 |
| KARLA FALES | DIRECTOR Trustee or director | 0.5 | $0 |
| DOUG ELDER | DIRECTOR Trustee or director | 0.5 | $0 |
| PAUL SZROM | DIRECTOR Trustee or director | 0.5 | $0 |
| DAN ASLESON | DIRECTOR Trustee or director | 0.5 | $0 |
| MIKE POUND | DIRECTOR Trustee or director | 0.5 | $0 |
| MATT SCHROCK | DIRECTOR Trustee or director | 0.5 | $0 |
| ROBERT L SHREINER CPA | TREASURER Trustee or director, Officer | 0.5 | $0 |
| STEVE KIELMAN | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| LEONARDO SANCHEZ | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| AMBER PULFORD | PRESIDENT-EL Trustee or director, Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 11314, SOUTH BEND, IN 46634-0314
- Principal officer (990 for 2024)
- AMBER BEHRENS, P O BOX 11314, SOUTH BEND, IN 46634
- Signed the 990
- JOHN FARRELL, TREASURER
- Phone
- (574) 233-1516
- Website
- WWW.SOUTHBENDROTARY.ORG
- Return prepared by
- DWC CPAS LLC
Mission
TO MAKE CHARITABLE GIFTS TO COMMUNITY ORGANIZATIONS AND PROJECTS THAT PROMOTE THE IDEALS OF ROTARY INTERNATIONAL OF "SERVICE ABOVE SELF."
Program accomplishments
- THE SOUTH BEND ROTARY CHARITABLE FOUNDATION FULFILLS COMMUNITY SERVICE ACTIVITIES AND THE FOLLOWING CAUSES: THANKSGIVING BASKETS PROVIDED MEALS TO OVER 150 FAMILIES IN NEED DURING THE FISCAL YEAR. SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS TO ATTEND COLLEGE. PHILANTHROPIC AND PRESIDENT'S AWARDS WERE GIVEN TO REAL SERVICES, INC TO EXPAND THEIR NEW SENIOR FACILITY AND ANGELS IN THE ATTIC, WHO HELP WOMEN WHO HAVE SUFFERED DOMESTIC VIOLENCE. TWO INTERNATIONAL GRANTS WERE PROVIDED TO ASSIST A COMMUNITY IN UGANDA WITH ELECTRICITY AND HEALTH PROBLEMS AS PROVIDING FUNDING TO BUILD MOBILITY CARTS FOR INDIVIDUALS WORLDWIDE IN NEED OF MOBILITY.Expenses $106,204 · grants $106,204
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
- 54-1372455
- 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
- 1987
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $1,328,931
- Income (IRS master file)
- $167,539
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $116,583 | $119,348 | $1,328,931 | XML |
| 990 | June 2024 | $66,955 | $99,038 | $1,222,523 | XML |
| 990 | June 2023 | $99,173 | $79,144 | $1,105,964 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 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 54-1372455).
Questions about SOUTH BEND ROTARY CHARITABLE FOUNDATION INC
- What is the EIN of SOUTH BEND ROTARY CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of SOUTH BEND ROTARY CHARITABLE FOUNDATION INC is 54-1372455.
- Is SOUTH BEND ROTARY CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to SOUTH BEND ROTARY CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTH BEND ROTARY CHARITABLE 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 SOUTH BEND ROTARY CHARITABLE 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 SOUTH BEND ROTARY CHARITABLE FOUNDATION 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 SOUTH BEND ROTARY CHARITABLE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names AMBER BEHRENS.
- Who are the officers and directors of SOUTH BEND ROTARY CHARITABLE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does SOUTH BEND ROTARY CHARITABLE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $116,583, expenses of $119,348 and total assets of $1,328,931 at year end.
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