Nonprofit · EIN 75-3108138
ROTARY DISTRICT 5390 FOUNDATION
Tax-exempt · POLSON, MT 59860
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $64,564 | $42,851 | $21,713 | $201,913 | $944 | $200,969 |
| June 30, 2024 | 990-EZ | $78,868 | $54,462 | $24,406 | $179,375 | $0 | $179,375 |
| June 30, 2023 | 990-EZ | $111,994 | $69,205 | $42,789 | $152,570 | $0 | $152,570 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $55,649
- Investment income
- $1,415
- Net income from fundraising events
- $7,500
Expenses
- Grants and similar amounts paid
- $42,516
- Compensation of officers, directors and key employees
- $0
- Printing, publications and postage
- $335
Balance sheet and other
- Total assets, start of year
- $180,200
- Total assets, end of year
- $201,913
- Total liabilities, end of year
- $944
- Net assets, end of year
- $200,969
- Cash, savings and investments
- $201,913
- Gross receipts
- $64,564
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES OATES | TREASURER | 1 | $0 |
| SHAWNA SECKER | DISTRICT GOVENOR | 0.5 | $0 |
| LUCY SMITH | DISTRICT GOVENOR ELECT | 0.5 | $0 |
| KATHY SCHULTE | DISTRICT GOVENOR NOMINEE | 0.5 | $0 |
990-EZ for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES OATES | TREASURER | 2 | $0 |
990-EZ for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB MINTO | DISTRICT FOUNDATION CHAIR | 2 | $0 |
| JAMES OATES | TREASURER | 2 | $0 |
| BARRIE MATTHEWS | DISTRICT GOVERNOR | 2 | $0 |
| RICK POWERS | DISTRICT GOVERNOR ELECT | 2 | $0 |
| KATHY SCHULTE | SECRETARY | 2 | $0 |
| MICHAEL MAYOTT | IMMEDIATE PAST DISTRICT GOVERNOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 922, POLSON, MT 59860-0922
- In care of
- % JAMES M OATES
- Signed the 990-EZ
- JAMES M OATES, TREASURER
- Phone
- (406) 270-7826
- Return prepared by
- JAMES M OATES CPA
Mission
GRANTS TO MONTANA ROTARY CLUBs & COMMUN
Program accomplishments
- GRANTS TO DISTRICT CLUBSgrants $41,200
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 75-3108138
- 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
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $201,913
- Income (IRS master file)
- $64,564
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $64,564 | $42,851 | $201,913 | IRS |
| 990-EZ | June 2024 | $78,868 | $54,462 | $179,375 | IRS |
| 990-EZ | June 2023 | $111,994 | $69,205 | $152,570 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | 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 75-3108138).
Questions about ROTARY DISTRICT 5390 FOUNDATION
- What is the EIN of ROTARY DISTRICT 5390 FOUNDATION?
- The employer identification number (EIN) of ROTARY DISTRICT 5390 FOUNDATION is 75-3108138.
- Is ROTARY DISTRICT 5390 FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to ROTARY DISTRICT 5390 FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY DISTRICT 5390 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 ROTARY DISTRICT 5390 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 ROTARY DISTRICT 5390 FOUNDATION 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 DISTRICT 5390 FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ROTARY DISTRICT 5390 FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $64,564, expenses of $42,851 and total assets of $201,913 at year end.
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All nonprofits in POLSON · Montana · Philanthropy, voluntarism and grantmaking foundations