Nonprofit · EIN 68-0586779
WOODLANDS ROTARY CLUB FOUNDATION
Tax-exempt · THE WOODLANDS, TX 77387
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $227,491 | $166,907 | $60,584 | $1,277,683 | $0 | $1,277,683 |
| June 30, 2024 | 990 | $296,201 | $245,027 | $51,174 | $1,217,099 | $0 | $1,217,099 |
| June 30, 2023 | 990 | $285,045 | $143,549 | $141,496 | $1,167,375 | $1,450 | $1,165,925 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $186,452
- Membership dues
- $455
- Program service revenue
- $0
- Investment income
- $61,471
- Net income from fundraising events
- -$20,432
- Other revenue
- -$20,432
Expenses
- Grants and similar amounts paid
- $160,912
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,000
- Program services (functional)
- $160,912
- Management and general (functional)
- $5,995
Balance sheet and other
- Total assets, start of year
- $1,217,099
- Total assets, end of year
- $1,277,683
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,277,683
- Publicly traded securities
- $1,005,012
- Gross receipts
- $367,284
- Employees
- 0
- Volunteers
- 190
- Year formed
- 2004
- State of legal domicile
- TX
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 |
|---|---|---|---|
| Theresa Wagaman | President Trustee or director, Officer | 2 | $0 |
| William Leigh | Secretary Trustee or director, Officer | 2 | $0 |
| Jeff Early | Treasurer Trustee or director, Officer | 2 | $0 |
| Zach Richmond | Director Trustee or director | 1 | $0 |
| Clay McCollor | Director Trustee or director | 1 | $0 |
| Terry Brown | Director Trustee or director | 1 | $0 |
| Judy Olson | Executive Dir. Trustee or director, Officer | 2 | $0 |
| Denton Florian | Director Trustee or director | 1 | $0 |
| Kay Fannin | Director Trustee or director | 1 | $0 |
| Bill Friebal | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Judy Olson | President Trustee or director, Officer | 0 | $0 |
| Jay Knighton | Secretary Trustee or director, Officer | 0 | $0 |
| Jeff Early | Treasurer Trustee or director, Officer | 0 | $0 |
| Zach Richmond | Director Trustee or director | 0 | $0 |
| Clay McCollor | Director Trustee or director | 0 | $0 |
| Terry Brown | Director Trustee or director | 0 | $0 |
| Theresa Wagaman | Director Trustee or director | 0 | $0 |
| William C Leigh | Director Trustee or director | 0 | $0 |
| Kay Fannin | Director Trustee or director | 0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Judy Olson | President Trustee or director, Officer | 0 | $0 |
| Jay Knighton | Secretary Trustee or director, Officer | 0 | $0 |
| Jeff Early | Treasurer Trustee or director, Officer | 0 | $0 |
| Zach Richmond | Director Trustee or director | 0 | $0 |
| Clay McCollor | Director Trustee or director | 0 | $0 |
| Terry Brown | Director Trustee or director | 0 | $0 |
| Theresa Wagaman | Director Trustee or director | 0 | $0 |
| William C Leigh | Director Trustee or director | 0 | $0 |
| Kay Fannin | Director Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 7353, THE WOODLANDS, TX 77387-7353
- In care of
- % SHARON E CONWAY
- Principal officer (990 for 2024)
- Jeffery T Early Treasurer
- Signed the 990
- Jeffery T Early, Treasurer
- Phone
- (281) 744-9318
- Website
- WWW.WOODLANDSROTARY.ORG
- Return prepared by
- Good Books
Mission
Manage and grow funds to make available charitable funding for qualified beneficiaries.
Program accomplishments
- Rotary House was created as a separate 501c3 entity by the Rotay Club of the Woodlands in order to provide housing assistance for up to 90 days to financially limited, medical patients and their families that live outside of a 25 mile radius of The Woodlands and are travelling to the local area for medical treatment.Expenses $100,000 · grants $100,000
- Rotary Foundation - Polio PlusExpenses $15,200 · grants $15,200
- Friends of Balanya English AcademyExpenses $15,000 · grants $15,000
- Scholarships - Members of The Woodlands Rotary Club review the applications of high school and college students to determine winners. The winners exemplify the Rotary motto of Service above self, demonstrate academic accomplishment and have risen above adverse situations. Consideration is given to financial circumstances as well as individual potential.Expenses $13,000 · grants $13,000
- RAH Christmas ProjectExpenses $9,612 · grants $9,612
- Stop Hungar Project is an international charity founded by Sodexo to distribute nutritious food packages to families in need all over the world.Expenses $8,100 · grants $8,100
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
- 68-0586779
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,277,683
- Income (IRS master file)
- $367,284
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $227,491 | $166,907 | $1,277,683 | IRS |
| 990 | June 2024 | $296,201 | $245,027 | $1,217,099 | XML |
| 990 | June 2023 | $285,045 | $143,549 | $1,167,375 | XML |
| 990 | June 2022 | $318,041 | $197,842 | $1,024,429 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 68-0586779).
Questions about WOODLANDS ROTARY CLUB FOUNDATION
- What is the EIN of WOODLANDS ROTARY CLUB FOUNDATION?
- The employer identification number (EIN) of WOODLANDS ROTARY CLUB FOUNDATION is 68-0586779.
- Is WOODLANDS ROTARY CLUB FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to WOODLANDS ROTARY CLUB FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WOODLANDS ROTARY CLUB FOUNDATION 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 WOODLANDS ROTARY CLUB FOUNDATION 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 WOODLANDS ROTARY CLUB FOUNDATION 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 WOODLANDS ROTARY CLUB FOUNDATION?
- The 990 for the year ended June 30, 2025 names Jeffery T Early Treasurer.
- Who are the officers and directors of WOODLANDS ROTARY CLUB FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does WOODLANDS ROTARY CLUB FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $227,491, expenses of $166,907 and total assets of $1,277,683 at year end.
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