Nonprofit · EIN 62-6047101
KNOXVILLE ROTARY CLUB STUDENT LOAN FUND INC
Tax-exempt · KNOXVILLE, TN 37901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $195,456 | $152,777 | $42,679 | $2,018,887 | $124,696 | $1,894,191 |
| June 30, 2024 | 990 | $252,385 | $239,582 | $12,803 | $1,806,533 | $160,889 | $1,645,644 |
| June 30, 2023 | 990 | $154,111 | $170,987 | -$16,876 | $1,655,956 | $166,220 | $1,489,736 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $150,045
- Program service revenue
- $0
- Investment income
- $3,869
- Net income from fundraising events
- $41,542
- Other revenue
- $41,542
Expenses
- Grants and similar amounts paid
- $140,416
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $11,090
- Program services (functional)
- $140,416
- Management and general (functional)
- $12,361
Balance sheet and other
- Total assets, start of year
- $1,806,533
- Total assets, end of year
- $2,018,887
- Total liabilities, end of year
- $124,696
- Net assets, end of year
- $1,894,191
- Gross receipts
- $209,654
- Employees
- 0
- Year formed
- 1923
- State of legal domicile
- TN
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM ALEXANDER | PAST PRESIDE Officer | – | $0 |
| CHRISTOPHER LAMBERT | PRESIDENT Officer | – | $0 |
| F WHITFIELD ADDICKS | TREASURER Officer | – | $0 |
| JENNIFER SEPANIAK | VICE PRESIDE Officer | – | $0 |
| ANDREW MURR | SECRETARY Officer | – | $0 |
| SHANNON HOLLAND | PRESIDENT EL Officer | – | $0 |
| TODD MOODY | DIRECTOR Trustee or director | – | $0 |
| ANNETTE WINSTON | DIRECTOR Trustee or director | – | $0 |
| VIRGINIA BABB | DIRECTOR Trustee or director | – | $0 |
| SALLY BOVEN | DIRECTOR Trustee or director | – | $0 |
| HOLDEN CAPERTON | DIRECTOR Trustee or director | – | $0 |
| SUSAN DAKAK | DIRECTOR Trustee or director | – | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILL MACGRATH | PAST PRESIDE Officer | – | $0 |
| JIM ALEXANDER | PRESIDENT Officer | – | $0 |
| F WHITFIELD ADDICKS | TREASURER Officer | – | $0 |
| ANDREW MURR | VICE PRESIDE Officer | – | $0 |
| SHANNON HOLLAND | SECRETARY Officer | – | $0 |
| CHRISTOPHER LAMBERT | PRESIDENT EL Officer | – | $0 |
| SALLY BOVEN | DIRECTOR Trustee or director | – | $0 |
| GEORGE JENSEN | DIRECTOR Trustee or director | – | $0 |
| GLORIA PALACIOS | DIRECTOR Trustee or director | – | $0 |
| ROBERT HILL JR | DIRECTOR Trustee or director | – | $0 |
| SCOTT BEASLEY | DIRECTOR Trustee or director | – | $0 |
| SHANE JACKSON | DIRECTOR Trustee or director | – | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM DENTON | DIRECTOR Trustee or director | – | $0 |
| DEMETRICE HALL | DIRECTOR Trustee or director | – | $0 |
| JOANNE LATIMER | DIRECTOR Trustee or director | – | $0 |
| MARK LINVILLE | DIRECTOR Trustee or director | – | $0 |
| ANDREW MURR | DIRECTOR Trustee or director | – | $0 |
| F WHITFIELD ADDICKS | TREASURER Officer | – | $0 |
| JIM ALEXANDER | PRESIDENT EL Officer | – | $0 |
| SHANNON HOLLAND | SECRETARY Officer | – | $0 |
| BILL MACGRATH | PRESIDENT Officer | – | $0 |
| VIRGINIA MORROW | PAST PRESIDE Officer | – | $0 |
| ANNETTE WINSTON | VICE PRESIDE Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 501 MAIN AVENUE NO 166, KNOXVILLE, TN 37901-6001
- Principal officer (990 for 2024)
- HOLDEN CAPERTON
- Signed the 990
- HOLDEN CAPERTON, DIRECTOR
- Phone
- (865) 523-8252
- Website
- WWW.KNOXVILLEROTARY.ORG
- Return prepared by
- BREAZEALE & ASSOCIATES PC
Mission
TO PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS AND TO ASSIST OTHER CHARITABLE ORGANIZATIONS THROUGH CASH ALLOCATIONS.
Program accomplishments
- COMMUNITY SERVICE -PROMOTED EDUCATION BY PROVIDING SCHOOL EQUIPMENT TO LONSDALE ELEMENTARY SCHOOL -SUPPORTED THE YOUNG ARTISTS PROGRAM AT KNOXVILLE MUSEUM OF ART, KNOXVILLE SYMPHONY ORCHESTRA PERFORMANCES, KNOXVILLE OPERA COMPANY PERFORMANCES AND CLARENCE BROWN THEATRE PERFORMANCES. -SPONSORED THE ROTARY CLUB OF KNOXVILLE'S ANNUAL PEACE LUNCHEON. AWARDED A MEMBER OF THIS COMMUNITY WITH THE PEACE AWARD, A 3,000 DONATION TO THE CHARITY OF THE RECIPIENT'S CHOICE. THIS YEAR'S AWARD WINNER WAS THE HONORABLE CHARLES A. CERNY JR. -PROVIDED FINANCIAL AND VOLUNTEER SUPPORT FOR THE AREA ROTARY CLUBS' WORLD ROTARY DAY PROJECTExpenses $37,461 · grants $37,461
- YOUTH SERVICE -AWARDED TWO SCHOLARSHIPS TO COLLEGE-BOUND KNOX COUNTY STUDENTS GOOD FOR 5,000 PER YEAR FOR FOUR YEARS. -CONTINUE TO PROVIDE ANNUAL SCHOLARSHIPS TO SEVEN PRIOR YEAR SCHOLARSHIP AWARD WINNERS -RECOGNIZED LOCAL EDUCATORS CHOSEN AS ROTARY CLUB OF KNOXVILLE'S OUTSTANDING TEACHER OF THE YEAR WITH CASH GIFTS AND OTHER AWARDS. -SUBSIDIZED LOCAL HIGH SCHOOL STUDENTS ATTENDING THE ROTARY YOUTH LEADERSHIP AWARDS LEADERSHIP CONFERENCE. -SUBSIDIZED THE FOOD PROGRAM AT BEARDSLEY COMMUNITY FARM TO PROVIDE EDUCATION TO HELP END FOOD INSECURITY. -SPONSORED THE TENNESSEE VALLEY FAIR MEDAL OF HONOR PHOTOGRAPHY COMPETITION.Expenses $59,398 · grants $59,398
- INTERNATIONAL SERVICE -CONTINUED TO SUPPORT AN ADVANCED TRAUMA LIFE SUPPORT SCHOOL FOR DOCTORS AND NURSES IN BULAWAYO, ZIMBABWE. -PROVIDED FINANCIAL SUPPORT FOR CHRISTMAS FOOD BASKETS FOR CHILDREN LIVING IN AN ORPHANAGE IN NAIROBI, KENYA. -PROVIDED ONGOING FUNDING FOR A PRESCHOOL, DAM CONTRUCTION AND TRAFFIC SAFETY PROGRAM IN KNSYNA, SOUTH AFRICA. -PROVIDED FINANCIAL SUPPORT TO THE ROTARY CLUBS OF BULAWAYO SOUTH, ZIMBABWE AND THE INTERACT CLUB OF KNYSNA, SOUTH AFRICA AND NAIROBI, KENYA.Expenses $43,557 · grants $43,557
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 62-6047101
- 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
- 1942
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $2,018,887
- Income (IRS master file)
- $209,654
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $195,456 | $152,777 | $2,018,887 | XML |
| 990 | June 2024 | $252,385 | $239,582 | $1,806,533 | XML |
| 990 | June 2023 | $154,111 | $170,987 | $1,655,956 | XML |
| 990 | June 2022 | $142,264 | $124,322 | $1,563,248 | 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 62-6047101).
Questions about KNOXVILLE ROTARY CLUB STUDENT LOAN FUND INC
- What is the EIN of KNOXVILLE ROTARY CLUB STUDENT LOAN FUND INC?
- The employer identification number (EIN) of KNOXVILLE ROTARY CLUB STUDENT LOAN FUND INC is 62-6047101.
- Is KNOXVILLE ROTARY CLUB STUDENT LOAN FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to KNOXVILLE ROTARY CLUB STUDENT LOAN FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KNOXVILLE ROTARY CLUB STUDENT LOAN FUND 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 KNOXVILLE ROTARY CLUB STUDENT LOAN FUND INC 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 KNOXVILLE ROTARY CLUB STUDENT LOAN FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of KNOXVILLE ROTARY CLUB STUDENT LOAN FUND INC?
- The 990 for the year ended June 30, 2025 names HOLDEN CAPERTON.
- Who are the officers and directors of KNOXVILLE ROTARY CLUB STUDENT LOAN FUND INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does KNOXVILLE ROTARY CLUB STUDENT LOAN FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $195,456, expenses of $152,777 and total assets of $2,018,887 at year end.
Other nonprofits in KNOXVILLE
- THE UNIVERSITY OF TENNESSEE FOUNDAT ION INC EIN 62-1844686 · last filed 990 for 2025
- EDUCATION LOAN FINANCE INC EIN 62-1586836 · last filed 990 for 2024
- WEBB SCHOOL OF KNOXVILLE EIN 62-0550980 · last filed 990 for 2025
- UNIVERSITY OF TENNESSEE ATHLETICS FOUNDATION INC EIN 99-3405430 · last filed 990 for 2025
- JOHNSON UNIVERSITY EIN 62-6001104 · last filed 990 for 2025
- CHRISTIAN ACADEMY OF KNOXVILLE INC EIN 62-1006269 · last filed 990 for 2025
- COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES EIN 59-0976133 · last filed 990 for 2025
- EMERALD CHARTER SCHOOLS EIN 46-4687417 · last filed 990 for 2025