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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 58-1741616

ROTARY FOUNDATION OF APEX

Tax-exempt · APEX, NC 27502

Financials

$63K$67K2021$78K$80K2022$111K$123K2023$88K$82K2024
Revenue Expenses · by fiscal year end
Financials of ROTARY FOUNDATION OF APEX by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$88,335$82,359$5,976$41,483–$41,483
June 30, 2024990-EZ$111,325$123,127-$11,802$35,507–$35,507
June 30, 2023990-EZ$77,689$79,850-$2,161$47,309–$47,309
June 30, 2022990-EZ$62,636$66,624-$3,988$49,470–$49,470
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$18,000
Membership dues
$30,032
Program service revenue
$0
Investment income
$0
Net income from fundraising events
$38,664
Other revenue
$1,639

Expenses

Grants and similar amounts paid
$34,614
Compensation of officers, directors and key employees
$0
Other expenses
$47,745
Program services (functional)
$17,614

Balance sheet and other

Total assets, start of year
$35,507
Total assets, end of year
$41,483
Total liabilities, end of year
–
Net assets, end of year
$41,483
Cash, savings and investments
$41,483
Gross receipts
$106,251

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.

NameTitleHours / weekCompensation
Roy Moore IIIPresident5$0
DeEtte FerryPresident Elect2$0
Karen BarlowTreasurer4$0
HL MontagueSecretary4$0
990-EZ for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
Bryan YatesPresident5$0
HL MontaguePresident Elect2$0
David BrownTreasurer4$0
HL MontagueSecretary4$0
990-EZ for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
Dan GibsonPresident5$0
Brian YatesPresident Elect2$0
David BrownTreasurer4$0
HL MontagueSecretary4$0
990-EZ for the year ended June 30, 2022: 4 people
NameTitleHours / weekCompensation
Mark SimmonsPresident5$0
Dan GibsonPresident Elect2$0
David BrownTreasurer4$0
HL MontagueSecretary4$0

Address and contacts

Address (IRS master file)
PO BOX 131, APEX, NC 27502-0131
Signed the 990-EZ
Ann M Stephens, Treasurer
Phone
(919) 362-7600
Return prepared by
Roscoe & Roscoe PA

Mission

ROTARY IS A SERVICE ORGANIZATION WORKING LOCALLY, REGIONALLY AND INTERNATIONALLY TO COMBAT HUNGER, IMPROVE HEALTH AND WATER CONDITIONS AND PROVIDE EDUCATION USING THE MOTTO SERVICE ABOVE SELF

990-EZ for the year ended June 30, 2025

Program accomplishments

  • DONATED FUNDS TO LOCAL FOOD BANK
    Expenses $5,307 · grants $5,307
  • DONATED FUNDS FOR SCHOLARSHIPS
    Expenses $7,000 · grants $7,000
  • DONATED FUNDS FOR SPECIAL OLYMPICS
    Expenses $5,307 · grants $5,307

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-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for ROTARY FOUNDATION OF APEX

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
58-1741616
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1987
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$41,483
Income (IRS master file)
$106,251

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$88,335$82,359$41,483IRS
990-EZJune 2024$111,325$123,127$35,507IRS
990-EZJune 2023$77,689$79,850$47,309XML
990-EZJune 2022$62,636$66,624$49,470XML
990-EZJune 2021–––IRS
990-EZJune 2019–––IRS
990-EZJune 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 58-1741616).

Questions about ROTARY FOUNDATION OF APEX

What is the EIN of ROTARY FOUNDATION OF APEX?
The employer identification number (EIN) of ROTARY FOUNDATION OF APEX is 58-1741616.
Is ROTARY FOUNDATION OF APEX tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to ROTARY FOUNDATION OF APEX tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does ROTARY FOUNDATION OF APEX 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 APEX 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 APEX 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 FOUNDATION OF APEX?
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 APEX have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $88,335, expenses of $82,359 and total assets of $41,483 at year end.

Other nonprofits in APEX

All nonprofits in APEX · North Carolina