Nonprofit · EIN 58-1492037
ROTARY INTERNATIONAL
Also known as SUGARLOAF
Tax-exempt · DULUTH, GA 30095
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $112,003 | $103,879 | $8,124 | $101,955 | $1,361 | $100,594 |
| June 30, 2025 | 990-EZ | $107,299 | $99,145 | $8,154 | $92,471 | – | $92,471 |
| June 30, 2024 | 990-EZ | $109,643 | $99,410 | $10,233 | $84,317 | – | $84,317 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $58,586
- Program service revenue
- $51,596
- Investment income
- $1,821
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $20,464
- Other expenses
- $83,415
- Program services (functional)
- $30,856
Balance sheet and other
- Total assets, start of year
- $92,470
- Total assets, end of year
- $101,955
- Total liabilities, end of year
- $1,361
- Net assets, end of year
- $100,594
- Cash, savings and investments
- $93,608
- Gross receipts
- $112,003
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEN HALLEY | TREASURER | 10 | $0 |
| TYLER PHILLIPS | PRESIDENT | 20 | $0 |
| BRANDON ODUM | PRESIDENT-EL | 10 | $0 |
| KELLY WAGNER | SECRETARY | 10 | $0 |
| JENNIFER FENNELL | VICE PRESIDE | 10 | $0 |
| RIP PRUITT | MEMBERSHIP C | 10 | $0 |
| GREG WHITLOCK | GRSP CHAIR | 10 | $0 |
| RACHAEL NICKIE | FAMILY OF RO | 5 | $0 |
| ANNE CHEN | PUBLIC IMAGE | 5 | $0 |
| RACHAEL NICKIE | LAWS OF LIFE | 5 | $0 |
| RON LEE JR | ROTARY FOUND | 5 | $0 |
| WILLIAM P SHAVER | CLUB ADMIN C | 5 | $0 |
990-EZ for the year ended June 30, 2025: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEN HALLEY | TREASURER | 10 | $0 |
| LINDA SCHOEPF | PRESIDENT | 20 | $0 |
| TYLER PHILLIPS | PRESIDENT-EL | 10 | $0 |
| BRANDON ODUM | SECRETARY | 10 | $0 |
| GINGER POWELL | VICE PRESIDE | 10 | $0 |
| RIP PRUITT | MEMBERSHIP C | 10 | $0 |
| GREG WHITLOCK | GRSP CHAIR | 10 | $0 |
| MACKENZIE TRITT | FAMILY OF RO | 5 | $0 |
| ANNE CHEN | PUBLIC IMAGE | 5 | $0 |
| RACHAEL WARNSLEY | LAWS OF LIFE | 5 | $0 |
| RON LEE JR | ROTARY FOUND | 5 | $0 |
| WILLIAM P SHAVER | CLUB ADMIN C | 5 | $0 |
| KRISTINA HAMMER-BLUM | ON TO CONFER | 5 | $0 |
| JODY CAMPBELL | SERGEANT AT | 5 | $0 |
| MATT RETTER | CLUB DIRECTO | 5 | $0 |
| AYSHA TREADWELL | CLUB PROGRAM | 10 | $0 |
| JAMIE HAMILTON | CLUB SERVICE | 10 | $0 |
| JENNIFER FENNELL | PAST PRESIDE | 3 | $0 |
| KELLEY WAGNER | CLUB EXECUTI | 10 | $0 |
990-EZ for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEN HALLEY | TREASURER | 10 | $0 |
| LINDA SCHOEPF | PRESIDENT | 20 | $0 |
| TYLER PHILLIPS | PRESIDENT-EL | 10 | $0 |
| BRANDON ODUM | SECRETARY | 10 | $0 |
| GINGER POWELL | VICE PRESIDE | 10 | $0 |
| RIP PRUITT | MEMBERSHIP C | 10 | $0 |
| GREG WHITLOCK | GRSP CHAIR | 10 | $0 |
| MACKENZIE TRITT | FAMILY OF RO | 5 | $0 |
| ANNE CHEN | PUBLIC IMAGE | 5 | $0 |
| RACHAEL WARNSLEY | LAWS OF LIFE | 5 | $0 |
| RON LEE JR | ROTARY FOUND | 5 | $0 |
| WILLIAM P SHAVER | CLUB ADMIN C | 5 | $0 |
| KRISTINA HAMMER-BLUM | ON TO CONFER | 5 | $0 |
| JODY CAMPBELL | SERGEANT AT | 5 | $0 |
| MATT RETTER | CLUB DIRECTO | 5 | $0 |
| AYSHA TREADWELL | CLUB PROGRAM | 10 | $0 |
| JAMIE HAMILTON | CLUB SERVICE | 10 | $0 |
| JENNIFER FENNELL | PAST PRESIDE | 3 | $0 |
| KELLEY WAGNER | CLUB EXECUTI | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 957531, DULUTH, GA 30095-9526
- In care of
- % DAVID KENDALLM
- Mailing address (990-N for 2019)
- PO BOX 957531, DULUTH GA 30095
- Principal officer (990-N for 2019)
- DAVID HERN, P O BOX 957531, DULUTH GA 30095
- Signed the 990-EZ
- KEN HALLEY, TREASURER
- Phone
- (770) 495-6200
- Website
- WWW.SUGARLOAFROTARY.ORG
- Return prepared by
- RHODES YOUNG BLACK & DUNCAN LLC
Mission
ORGANIZATION IS A CIVIC ORGANIZATION THAT PROVIDES MONETARY SUPPORT TO OTHER CHARITABLE ORGANIZATIONS WITH THE COMMUNITY.
Program accomplishments
- CONTRIBUTE TO A SELECT FEW CHARITABLE ORGANIZATIONS IN THE COMMUNITY AS APPROVED BY THE BOARD.Expenses $17,596
- TO PROVIDE SUPPORT TO THE LARGER WORLDWIDE ROTARY ORGANIZATION AND THEIR MISSION.Expenses $13,260
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 | 990-EZ on file |
| 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
- 58-1492037
- 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)
- $101,955
- Income (IRS master file)
- $112,003
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $112,003 | $103,879 | $101,955 | XML |
| 990-EZ | June 2025 | $107,299 | $99,145 | $92,471 | XML |
| 990-EZ | June 2024 | $109,643 | $99,410 | $84,317 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-N for 2019 Officer: DAVID HERN | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: DAVID HERN | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 58-1492037).
Questions about ROTARY INTERNATIONAL
- What is the EIN of ROTARY INTERNATIONAL?
- The employer identification number (EIN) of ROTARY INTERNATIONAL is 58-1492037.
- 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 2026 (the year ending June 30, 2027) is due November 15, 2027. 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 2026.
- Who is the principal officer of ROTARY INTERNATIONAL?
- The 990-N for 2019 names DAVID HERN.
- Who are the officers and directors of ROTARY INTERNATIONAL?
- The 990-EZ for the year ended June 30, 2026 lists 12 people; 0 received compensation from the organization.
- How much revenue does ROTARY INTERNATIONAL have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $112,003, expenses of $103,879 and total assets of $101,955 at year end.
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