Nonprofit · EIN 55-0746031
ROTARY FOUNDATION OF SHEPHERDSTOWN
Tax-exempt · SHEPHERDSTOWN, WV 25443
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $60,063 | $57,166 | $2,897 | $52,996 | – | $52,996 |
| June 30, 2024 | 990-EZ | $85,648 | $92,426 | -$6,778 | $50,096 | – | $50,096 |
| June 30, 2023 | 990-EZ | $58,991 | $50,482 | $8,509 | $56,874 | – | $56,874 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $35,660
- Investment income
- $1,003
- Net income from fundraising events
- $23,400
Expenses
- Grants and similar amounts paid
- $56,777
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $389
- Program services (functional)
- $57,166
Balance sheet and other
- Total assets, start of year
- $50,099
- Total assets, end of year
- $52,996
- Total liabilities, end of year
- –
- Net assets, end of year
- $52,996
- Cash, savings and investments
- $52,996
- Gross receipts
- $92,031
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 |
|---|---|---|---|
| JENNIFER WABNITZ | VICE-PRESIDE | 5 | $0 |
| RICK CARUSO | SECRETARY | 5 | $0 |
| DALE HOMAN | PRESIDENT | 5 | $0 |
| JOHN LANTZY | TREASURER | 2 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLINE KEYS | PRESIDENT | 5 | $0 |
| RICK CARUSO | SECRETARY | 5 | $0 |
| DALE HOMAN | VICE-PRESIDE | 5 | $0 |
| JOHN LANTZY | TREASURER | 2 | $0 |
990-EZ for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLINE KEYS | VICE-PRESIDE | 5 | $0 |
| RICK CARUSO | SECRETARY | 5 | $0 |
| JIM KING | PRESIDENT | 5 | $0 |
| JOHN LANTZY | TREASURER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 603, SHEPHERDSTOWN, WV 25443-0603
- In care of
- % DALE HOMAN
- Mailing address (990-N for 2017)
- PO Box 603, Shepherdstown WV 25443
- Principal officer (990-N for 2017)
- Paul Woods, PO Box 603, Shepherdstown WV 25443
- Signed the 990-EZ
- DALE HOMAN, PRESIDENT
- Phone
- (304) 886-3729
- Website
- shepherdstownrotary.org
- Return prepared by
- SMITH ELLIOTT KEARNS & COMPANY LLC
Mission
TO PROVIDE GOODS AND SERVICES AND TO RAISE FUNDS FOR LOCAL COMMUNITY CHARITIES.
Program accomplishments
- ASSISTANCE WITH ELECTRICAL CONNECTION AT COMMUNITY PARKExpenses $6,100 · grants $6,100
- ASSISTANCE TO STUDENTS TO HELP WITH FOREIGN TRAVEL- MED-LIFEExpenses $5,000 · grants $5,000
- ASSISTANCE WITH PROVIDING BOOKS TO STUDENTS OF THE EASTERN PANHANDLEExpenses $3,500 · grants $3,500
- VARIOUS PROJECTS TO HELP THE LOCAL COMMUNITY.Expenses $42,566 · grants $42,177
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 55-0746031
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $52,996
- Income (IRS master file)
- $92,031
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $60,063 | $57,166 | $52,996 | IRS |
| 990-EZ | June 2024 | $85,648 | $92,426 | $50,096 | IRS |
| 990-EZ | June 2023 | $58,991 | $50,482 | $56,874 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2017 Officer: Paul Woods | June 30, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | 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 55-0746031).
Questions about ROTARY FOUNDATION OF SHEPHERDSTOWN
- What is the EIN of ROTARY FOUNDATION OF SHEPHERDSTOWN?
- The employer identification number (EIN) of ROTARY FOUNDATION OF SHEPHERDSTOWN is 55-0746031.
- Is ROTARY FOUNDATION OF SHEPHERDSTOWN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to ROTARY FOUNDATION OF SHEPHERDSTOWN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY FOUNDATION OF SHEPHERDSTOWN 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 FOUNDATION OF SHEPHERDSTOWN 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 FOUNDATION OF SHEPHERDSTOWN 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 ROTARY FOUNDATION OF SHEPHERDSTOWN?
- The 990-N for 2017 names Paul Woods.
- Who are the officers and directors of ROTARY FOUNDATION OF SHEPHERDSTOWN?
- The 990-EZ for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ROTARY FOUNDATION OF SHEPHERDSTOWN have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $60,063, expenses of $57,166 and total assets of $52,996 at year end.
Other nonprofits in SHEPHERDSTOWN
- STEAD WALTON FOUNDATION INC EIN 92-2424178 · last filed 990-PF for 2025
- IAN THOM FOUNDATION EIN 31-1544110 · last filed 990-N for 2025
- SHEPHERD UNIVERSITY FOUNDATION INC EIN 55-6020064 · last filed 990 for 2025
- SKYTRUTH EIN 54-2059475 · last filed 990 for 2025
- CONTEMPORARY AMERICAN THEATRE FESTIVAL INC EIN 55-0711349 · last filed 990 for 2025
- SHEPHERD UNIVERSITY FOUNDATION SUPPORTING ORGANIZATION EIN 81-1054787 · last filed 990 for 2025
- SHEPHERDSTOWN DAY CARE INC EIN 55-0539244 · last filed 990 for 2025
- SHEPHERDSTOWN FIRE DEPARTMENT EIN 55-6022120 · last filed 990 for 2024
All nonprofits in SHEPHERDSTOWN · West Virginia · Philanthropy, voluntarism and grantmaking foundations