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Nonprofit · EIN 86-0632646

ROTARY VOCATIONAL FUND OF ARIZONA INC

Tax-exempt · SCOTTSDALE, AZ 85267

Financials

$250K$335K2023$281K$168K2024
Revenue Expenses · by fiscal year end
Financials of ROTARY VOCATIONAL FUND OF ARIZONA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$280,675$168,356$112,319$231,423$0$231,423
June 30, 2024990$250,376$334,880-$84,504$117,104$0$117,104
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$277,149
Program service revenue
$0
Investment income
$3,526
Other revenue
$0

Expenses

Grants and similar amounts paid
$150,827
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$3,854
Program services (functional)
$152,106
Management and general (functional)
$5,662
Fundraising (functional)
$10,588

Balance sheet and other

Total assets, start of year
$117,104
Total assets, end of year
$231,423
Total liabilities, end of year
$0
Net assets, end of year
$231,423
Gross receipts
$280,675
Employees
0
Year formed
1991
State of legal domicile
AZ

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.

NameTitleHours / weekCompensation
HELEN JEAN MORGANCHAIRMAN
Trustee or director
10$0
ROBERT WHITEDIRECTOR
Trustee or director
10$0
CAROL HESSDIRECTOR
Trustee or director
10$0
ROBERT BISHOPDIRECTOR
Trustee or director
10$0
MICHELLE HOLCOMBDIRECTOR
Trustee or director
10$0
CHARLIE TEGARDENDIRECTOR
Trustee or director
10$0
FRED MUTHARDDIRECTOR
Trustee or director
10$0
DIANE VENTURA-GOODYEARDIRECTOR
Trustee or director
10$0
ALLAN CADYPRESIDENT
Officer
10$0
ADRIA POINDEXTERSECRETARY
Officer
10$0
MIKE JACOBYTREASURER
Officer
10$0
990 for the year ended June 30, 2024: 11 people
NameTitleHours / weekCompensation
STEVE WITTHOEFTDIRECTOR
Trustee or director
10$0
KRISTA SOLOMONDIRECTOR
Trustee or director
10$0
DIANE VENTURA-GOODYEARDIRECTOR
Trustee or director
10$0
FRED MUTHARDDIRECTOR
Trustee or director
10$0
ADRIA POINDEXTERDIRECTOR
Trustee or director
10$0
HELEN JEAN MORGANCHAIRMAN
Trustee or director
10$0
BECKY GOLDBERGDIRECTOR
Trustee or director
10$0
MARCO CECALADIRECTOR
Trustee or director
10$0
MIKE JACOBYTREASURER
Officer
10$0
NATHAN PALMERSECRETARY
Officer
10$0
ALLAN CADYPRESIDENT
Officer
10$0

Address and contacts

Address (IRS master file)
PO BOX 14412, SCOTTSDALE, AZ 85267-4412
In care of
% MIKE JACOBY
Signed the 990
MIKE JACOBY, TREASURER
Phone
(602) 321-2750
Website
TRVFA.ORG
Return prepared by
Marsha Brooks CPA PC

Mission

PROVIDE VOCATIONAL EDUCATION SCHOLARSHIPS TO ARIZONA RESIDENTS WITH FINANCIAL NEEDS.

990 for the year ended June 30, 2025

Program accomplishments

  • FOR FISCAL YEAR 2025, APPROXIMATELY 180 VOCATIONAL EDUCATION SCHOLARSHIPS WERE AWARDED
    Expenses $152,106

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
86-0632646
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
1992
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P99)
Assets (IRS master file)
$231,423
Income (IRS master file)
$280,675

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$280,675$168,356$231,423XML
990June 2024$250,376$334,880$117,104XML
990June 2023$278,529$196,556$201,608IRS
990June 2022–––IRS
990June 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 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 86-0632646).

Questions about ROTARY VOCATIONAL FUND OF ARIZONA INC

What is the EIN of ROTARY VOCATIONAL FUND OF ARIZONA INC?
The employer identification number (EIN) of ROTARY VOCATIONAL FUND OF ARIZONA INC is 86-0632646.
Is ROTARY VOCATIONAL FUND OF ARIZONA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to ROTARY VOCATIONAL FUND OF ARIZONA INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROTARY VOCATIONAL FUND OF ARIZONA 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 ROTARY VOCATIONAL FUND OF ARIZONA 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 ROTARY VOCATIONAL FUND OF ARIZONA INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of ROTARY VOCATIONAL FUND OF ARIZONA INC?
The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does ROTARY VOCATIONAL FUND OF ARIZONA INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $280,675, expenses of $168,356 and total assets of $231,423 at year end.

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