Nonprofit · EIN 56-6052704
ROTARY INTERNATIONAL
Also known as MARION ROTARY CLUB
Tax-exempt · MARION, NC 28752
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $106,579 | $111,798 | -$5,219 | $27,674 | $0 | $27,674 |
| June 30, 2024 | 990-EZ | $60,861 | $47,207 | $13,654 | $13,654 | $0 | $13,654 |
| June 30, 2023 | 990 | $125,883 | $60,995 | $64,888 | $91,633 | $0 | $91,633 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $59,288
- Membership dues
- $47,291
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Occupancy
- $3,195
- Printing, publications and postage
- $116
- Other expenses
- $108,487
- Program services (functional)
- $23,343
Balance sheet and other
- Total assets, start of year
- $13,654
- Total assets, end of year
- $27,674
- Total liabilities, end of year
- $0
- Net assets, end of year
- $27,674
- Cash, savings and investments
- $27,674
- Gross receipts
- $106,579
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 |
|---|---|---|---|
| Carlos Lopez | Director | 1 | $0 |
| Bill Warren | Director | 1 | $0 |
| Tyler Mace | Director | 2 | $0 |
| Cecilia Reel | Director | 1 | $0 |
| Mike Conley | Director | 1 | $0 |
| Steve Bush | President | 2 | $0 |
| Steve Hunter | Director | 2 | $0 |
| Arthur Parks | Director | 1 | $0 |
| Nancy Spencer | Secretary | 2 | $0 |
| Catherine Cosgrove | Treasurer | 2 | $0 |
| Chip Cross | Immediate Past President | 1 | $0 |
990-EZ for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Janet Spake | Director | 1 | $0 |
| Annie Duncan | Director | 1 | $0 |
| Elizabeth House | Director | 2 | $0 |
| Annie Duncan | Director | 1 | $0 |
| Mike Conley | Director | 2 | $0 |
| Brian Wilson | Director | 1 | $0 |
| Steve Hunter | Director | 2 | $0 |
| Arthur Parks | Director | 2 | $0 |
| Chip Cross | President | 2 | $0 |
| Steve Bush | President, Nominee | 1 | $0 |
| Nancy Spencer | Secretary | 2 | $0 |
| Catherine Cosgrove | Treasurer | 2 | $0 |
| Richard Berlick | Immediate Past President | 2 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Janet Spake | Director Trustee or director | 2 | $0 |
| Steve Pierce | Director Trustee or director | 1 | $0 |
| Elizabeth House | Director Trustee or director | 2 | $0 |
| Alex Portelli | Director Trustee or director | 2 | $0 |
| Mike Conley | Director Trustee or director | 1 | $0 |
| Brian Wilson | Director Trustee or director | 0 | $0 |
| Steve Hunter | Director Trustee or director | 2 | $0 |
| Arthur Parks | Director Trustee or director | 2 | $0 |
| Richard Berlick | President Officer | 2 | $0 |
| Chip Cross | President, Nominee Officer | 2 | $0 |
| Nancy Spencer | Secretary Officer | 2 | $0 |
| Catherine Cosgrove | Treasurer Officer | 2 | $0 |
| Brandi Behlke | Immediate Past President Former | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1213, MARION, NC 28752-1213
- Signed the 990-EZ
- Catherine Cosgrove, Treasurer
- Phone
- (828) 840-9798
- Website
- www.rotaryofmarionnc.org
Mission
The mission of the Rotary Club of Marion is grounded in the Rotary principle of "Service Above Self." Since its establishment in 1939, the Club has advanced this mission by engaging members in service initiatives and collaborative projects that strengthen both local communities and international humanitarian efforts. Through sustained volunteerism, community partnerships, and annual fundraising activities conducted through the Rotary Club of Marion Foundation, Club members have contributed significantly to the well-being of the City of Marion and McDowell County by supporting projects and programs that provide meaningful community benefit. The Club places particular emphasis on identifying and addressing unmet or underfunded community needs, recognizing that strategic support of smaller-scale initiatives can produce substantial local impact. In addition, the Club remains committed to youth leadership development and international humanitarian initiatives.
Program accomplishments
- The Rotary Club of Marion Foundation, a 501(c)(3) organization (TIN: 93-2554006), sponsors all fundraising activities and events conducted in support of the Club's service initiatives. The Rotary Club of Marion provides the volunteer manpower and service delivery that have remained hallmarks of the Club since its founding in 1939. Despite the extraordinary demands created by Hurricane Helene, the Club continued its longstanding commitment to community and international service through initiatives that included: Read Across America Recognition of local high school students for exemplary academic and athletic achievement International wheelchair distribution efforts Rotary Youth Leadership Awards (RYLA) Quarterly Adopt-A-Highway community clean-up projects; meal packing for food distribution in Ukraine, Tournequets for Ukraine.Expenses $23,343
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
- 56-6052704
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1942
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0573: ROTARY INTERNATIONAL
- Assets (IRS master file)
- $27,674
- Income (IRS master file)
- $106,579
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $106,579 | $111,798 | $27,674 | IRS |
| 990-EZ | June 2024 | $60,861 | $47,207 | $13,654 | IRS |
| 990 | June 2023 | $125,883 | $60,995 | $91,633 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 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 56-6052704).
Questions about ROTARY INTERNATIONAL
- What is the EIN of ROTARY INTERNATIONAL?
- The employer identification number (EIN) of ROTARY INTERNATIONAL is 56-6052704.
- Is ROTARY INTERNATIONAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1942.
- Are donations to ROTARY INTERNATIONAL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROTARY INTERNATIONAL 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 INTERNATIONAL 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 INTERNATIONAL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of ROTARY INTERNATIONAL?
- The 990-EZ for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does ROTARY INTERNATIONAL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $106,579, expenses of $111,798 and total assets of $27,674 at year end.
Other nonprofits in MARION
- MCDOWELL LFAC EIN 83-2141213 · last filed 990 for 2025
- GATEWAY WELLNESS FOUNDATION EIN 46-3395393 · last filed 990 for 2025
- EQUIP INC EIN 22-2452414 · last filed 990 for 2024
- CENTRO UNIDO LATINO AMERICANO EIN 56-2678411 · last filed 990 for 2025
- FOOTHILLS INDUSTRIES OF MCDOWELL COUNTY INC EIN 58-1309309 · last filed 990 for 2025
- FREEDOM LIFE MINISTRIES EIN 46-1322178 · last filed 990 for 2025
- WEST MARION INC EIN 83-0671471 · last filed 990 for 2025
- MCDOWELL CORNERSTONE CREDIT UNION EIN 56-6077585 · last filed 990 for 2025