Nonprofit · EIN 59-2301480
CAPE CORAL ROTARY FOUNDATION INC
Tax-exempt · CAPE CORAL, FL 33910
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $129,336 | $127,159 | $2,177 | $758,134 | $393 | $757,741 |
| June 30, 2025 | 990 | $320,492 | $128,003 | $192,489 | $736,789 | $0 | $736,789 |
| June 30, 2024 | 990 | $317,616 | $222,871 | $94,745 | $705,699 | $67,695 | $638,004 |
| June 30, 2023 | 990 | $264,408 | $207,777 | $56,631 | $584,937 | $48,705 | $536,232 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $39,589
- Program service revenue
- $7,060
- Investment income
- $27,029
- Net gain from sales of assets
- $6,084
- Net income from fundraising events
- $55,652
- Other revenue
- $55,658
Expenses
- Grants and similar amounts paid
- $103,180
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $6,403
- Occupancy
- $2,195
- Travel
- $2,333
- Program services (functional)
- $113,207
- Management and general (functional)
- $13,952
Balance sheet and other
- Total assets, start of year
- $736,789
- Total assets, end of year
- $758,134
- Total liabilities, end of year
- $393
- Net assets, end of year
- $757,741
- Publicly traded securities
- $152,585
- Gross receipts
- $280,045
- Employees
- 0
- Year formed
- 1974
- State of legal domicile
- FL
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC GUNDERSEN | TRUSTEE Trustee or director | 0.5 | $0 |
| AMY ROUSKEY | TRUSTEE Trustee or director | 0.5 | $0 |
| CHERLY LEFTWICH | TRUSTEE Trustee or director | 0.5 | $0 |
| JAMES PERRY | CHAIRMAN Officer | 0.5 | $0 |
| WILLIAM HARRIS | VICE CHAIRMAN Officer | 0.5 | $0 |
| BRAD PESKA | TREASURER Officer | 0.5 | $0 |
| PHYLLIS VIRNO | SECRETARY Officer | 0.5 | $0 |
990 for the year ended June 30, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES PERRY | CHAIRMAN Officer | 0 | $0 |
| WILLIAM HARRIS | VICE CHAIRMAN Officer | 0 | $0 |
| BRAD PESKA | TREASURER Officer | 0 | $0 |
| PHYLLIS VIRNO | SECRETARY Officer | 0 | $0 |
| CHERYL LEFTWICH | VICE CHAIRMAN Officer | 0 | $0 |
990 for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERYL LEFTWICH | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 |
| JAMES PERRY | CHAIRMAN Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERYL LEFTWICH | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 |
| JAMES PERRY | CHAIRMAN Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 101346, CAPE CORAL, FL 33910-1346
- In care of
- % JAMES PERRY
- Principal officer (990 for 2025)
- JAMES PERRY, PO BOX 101346, CAPE CORAL, FL 339101346
- Signed the 990
- JAMES PERRY, CHAIRMAN
- Phone
- (239) 898-9725
- Website
- CAPECORALROTARY.ORG
- Return prepared by
- PETERS ACCOUNTING LLC
Mission
THE ORGANIZATION IS ORGANIZED TO RECEIVE DONATIONS, BEQUESTS AND INCOME FROM MONEY-RAISING EFFORTS ALL FOR DISBURSAL TO CHARITABLE, LITERARY OR OTHER ELEEMOSYNARY ACTIVITIES AS PROVIDED FOR AND DESCRIBED IN SECTION 501(C)3 OF THE INTERNAL REVENUE CODE.
Program accomplishments
- PROVIDED GRANTS TO LOCAL AND NATIONAL CHARITABLE ORGANIZATIONS SUPPORTING EDUCATION, YOUTH DEVELOPMENT, COMMUNITY SERVICE, ENVIRONMENTAL CONSERVATION, AND HUMANITARIAN PROGRAMS.Expenses $63,735 · grants $63,735
- PROVIDED COMMUNITY IMPROVEMENTS, YOUTH DEVELOPMENT, LITERACY, AND CHARITABLE ASSISTANCE THROUGH INSTALLATION OF PUBLIC BENCHES, NEWBORN LITERACY INITIATIVES, FOSTER YOUTH PROGRAMS, ROTARY YOUTH EXCHANGE, AND THANKSGIVING FOOD BASKET DISTRIBUTIONS.Expenses $24,945
- PROVIDED SCHOLARSHIP FUNDING TO LOCAL COLLEGES TO ASSIST DESERVING STUDENTS IN PURSUING HIGHER EDUCATION.Expenses $14,500 · grants $14,500
- ORGANIZED AND SPENT CASH FOR COMMUNITY RECREATIONAL EVENTS INCLUDING THE BURROWING OWL FESTIVAL, THE CARDBOARD BOAT REGATTA, AND THE WILLIAM AUSTIN CAR SHOW.Expenses $10,027 · revenue $9,560
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 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-2301480
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S82Z)
- Assets (IRS master file)
- $758,134
- Income (IRS master file)
- $280,045
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $129,336 | $127,159 | $758,134 | XML |
| 990 | June 2025 | $320,492 | $128,003 | $736,789 | XML |
| 990 | June 2024 | $317,616 | $222,871 | $705,699 | XML |
| 990 | June 2023 | $264,408 | $207,777 | $584,937 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 59-2301480).
Questions about CAPE CORAL ROTARY FOUNDATION INC
- What is the EIN of CAPE CORAL ROTARY FOUNDATION INC?
- The employer identification number (EIN) of CAPE CORAL ROTARY FOUNDATION INC is 59-2301480.
- Is CAPE CORAL ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to CAPE CORAL ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CAPE CORAL ROTARY 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 CAPE CORAL ROTARY FOUNDATION INC 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 CAPE CORAL ROTARY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of CAPE CORAL ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2026 names JAMES PERRY.
- Who are the officers and directors of CAPE CORAL ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2026 lists 7 people; 0 received compensation from the organization.
- How much revenue does CAPE CORAL ROTARY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $129,336, expenses of $127,159 and total assets of $758,134 at year end.
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- CAPE CORAL SUNSET ROTARY FOUNDATION INC EIN 85-3370204 · last filed 990-EZ for 2026
- AMERICAN BOARD OF DENTAL SPECIALTIES EIN 46-4942415 · last filed 990-N for 2025
- GARDEN CLUB OF CAPE CORAL EIN 26-3446841 · last filed 990-N for 2024
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All nonprofits in CAPE CORAL · Florida · Community improvement and capacity building