Nonprofit · EIN 82-4120728
DAHLONEGA SUNRISE ROTARY CLUB FOUNDATION INC
Tax-exempt · DAHLONEGA, GA 30533
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $192,834 | $84,635 | $108,199 | $235,972 | $0 | $235,972 |
| June 30, 2024 | 990-EZ | $74,001 | $85,436 | -$11,435 | $127,773 | – | $127,773 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $115,340
- Program service revenue
- $0
- Investment income
- $2,677
- Net income from fundraising events
- $65,978
- Other revenue
- $74,817
Expenses
- Grants and similar amounts paid
- $80,507
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $420
- Program services (functional)
- $83,337
- Management and general (functional)
- $1,298
Balance sheet and other
- Total assets, start of year
- $127,773
- Total assets, end of year
- $235,972
- Total liabilities, end of year
- $0
- Net assets, end of year
- $235,972
- Net assets without donor restrictions
- $235,972
- Gross receipts
- $210,325
- Employees
- 0
- Year formed
- 2017
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 |
|---|---|---|---|
| DIANE BATES | PRESIDENT Officer | 2 | $0 |
| JASON LEMLEY | SECRETARY/TR Officer | 2 | $0 |
| WHITTNEY MCPHERSON | CLUB PRESIDE Officer | 2 | $0 |
| RON LARSON | EXECUTIVE SE Officer | 2 | $0 |
| TRACY SANFORD | IMMEDIATE PA Trustee or director | 1 | $0 |
| NICHOLAS SHREIBER | AT-LARGE Trustee or director | 1 | $0 |
| JANE O'GORMAN | AT-LARGE Trustee or director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK CONARRO | CHAIRPERSON | 1 | $0 |
| TRACY SANFORD | SECRETARY | 1 | $0 |
| JUDITH COOLEY | TREASURER | 1 | $0 |
| RON LARSON | TRUSTEE | 1 | $0 |
| HENRY DAVIS | TRUSTEE | 1 | $0 |
| NICHOLAS SHREIBER | TRUSTEE | 1 | $0 |
| DIANE BATES | TRUSTEE | 1 | $0 |
| DONNA LOGAN | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1388, DAHLONEGA, GA 30533-0024
- In care of
- % GERALD LORD EXECUTIVE SECRETARY
- Principal officer (990 for 2024)
- DIANE BATES
- Signed the 990
- JASON LEMLEY, SECRETARY/TREASURER
- Phone
- (706) 216-4806
- Website
- DAHLONEGASUNRISEROTARY.COM
- Return prepared by
- LINCOLN FULLER & ASSOCIATES LLC
Mission
THE FOUNDATION WILL PERFORM FUNDRAISING AND SERVICE PROJECTS TO BENEFIT LOCAL, NATIONAL AND INTERNATIONAL COMMUNITY PROJECTS CONSISTENT WITH THE MISSION OF ROTARY INTERNATIONAL. THE GOALS OF ROTARY ARE TO PROMOTE PEACE, FIGHT DISEASE, PROVIDE CLEAN WATER, SANITATION, AND HYGIENE, SAVING MOTHERS AND CHILDREN, SUPPORTING EDUCATION, AND GROWING AND SUPPORTING OUR COMMUNITIES.
Program accomplishments
- DONATIONS TO LOCAL COMMUNITY ORGANIZATIONSExpenses $80,507 · grants $80,507
- SUPPORTING COMMUNITY AND INTERNATIONAL CAUSESExpenses $2,830
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-EZ on file |
IRS record
- EIN
- 82-4120728
- 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
- 2018
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $235,972
- Income (IRS master file)
- $210,325
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $192,834 | $84,635 | $235,972 | IRS |
| 990-EZ | June 2024 | $74,001 | $85,436 | $127,773 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 82-4120728).
Questions about DAHLONEGA SUNRISE ROTARY CLUB FOUNDATION INC
- What is the EIN of DAHLONEGA SUNRISE ROTARY CLUB FOUNDATION INC?
- The employer identification number (EIN) of DAHLONEGA SUNRISE ROTARY CLUB FOUNDATION INC is 82-4120728.
- Is DAHLONEGA SUNRISE ROTARY CLUB FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to DAHLONEGA SUNRISE ROTARY CLUB FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DAHLONEGA SUNRISE ROTARY CLUB 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 DAHLONEGA SUNRISE ROTARY CLUB FOUNDATION 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 DAHLONEGA SUNRISE ROTARY CLUB FOUNDATION 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 DAHLONEGA SUNRISE ROTARY CLUB FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names DIANE BATES.
- Who are the officers and directors of DAHLONEGA SUNRISE ROTARY CLUB FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does DAHLONEGA SUNRISE ROTARY CLUB FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $192,834, expenses of $84,635 and total assets of $235,972 at year end.
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