Nonprofit · EIN 86-1122241
THE ROTARY CLUB OF ANNA MARIA ISLAND FOUNDATION INC
Tax-exempt · HOLMES BEACH, FL 34218
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $55,692 | $24,202 | $31,490 | $130,606 | – | $130,606 |
| June 30, 2024 | 990-EZ | $38,704 | $57,812 | -$19,108 | $79,023 | – | $79,023 |
| June 30, 2023 | 990-EZ (amended) | $82,303 | $78,209 | $4,094 | $98,834 | $703 | $98,131 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,305
- Investment income
- $2,806
- Net income from fundraising events
- $42,581
Expenses
- Grants and similar amounts paid
- $22,819
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $1,383
- Program services (functional)
- $1,383
Balance sheet and other
- Total assets, start of year
- $79,023
- Total assets, end of year
- $130,606
- Total liabilities, end of year
- –
- Net assets, end of year
- $130,606
- Cash, savings and investments
- $130,527
- Gross receipts
- $152,456
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 |
|---|---|---|---|
| Kathy Rylander | Secretary | 2 | $0 |
| Susan McDaniel | Treasurer | 2 | $0 |
| James McDaniel | Director | 2 | $0 |
| Laurie Beppler | President | 2 | $0 |
| Tom Hagan | asst. treasurer | 2 | $0 |
| Shawn Shields | asst treasurer | 2 | $0 |
| Don Fernald | Director | 2 | $0 |
| Rebecca Gill | Director | 2 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathy Rylander | President | 2 | $0 |
| David Bell | Secretary | 2 | $0 |
| Susan McDaniel | Treasurer | 2 | $0 |
| James McDaniel | Director | 2 | $0 |
| Laurie Beppler | Director | 2 | $0 |
| Tom Hagan | Director | 2 | $0 |
| Shawn Shields | Director | 2 | $0 |
| Don Fernald | Director | 2 | $0 |
| Rebecca Gill | Director | 2 | $0 |
990-EZ for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathy Rylander | President | 2 | $0 |
| David Bell | Secretary | 2 | $0 |
| Susan McDaniel | Treasurer | 2 | $0 |
| James McDaniel | Director | 2 | $0 |
| Laurie Beppler | Director | 2 | $0 |
| Tom Hagan | Director | 2 | $0 |
| Shawn Shields | Director | 2 | $0 |
| Don Fernald | Director | 2 | $0 |
| Rebecca Gill | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1344, HOLMES BEACH, FL 34218-1344
- In care of
- % KELLY JONES
- Mailing address (990-N for 2022)
- PO Box 1344, Holmes Beach FL 34218
- Principal officer (990-N for 2022)
- Kathy Rylander, 3710 Gulf of Mexico Dr, Longboat Key FL 34228
- Signed the 990-EZ
- Kathy Rylander, President
- Phone
- (941) 718-5583
- Return prepared by
- Robinson Gruters and Roberts
Mission
to provide community as well as worlwide assistance to those in need.
Program accomplishments
- Provide assitance to those in needExpenses $1,383
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
- 86-1122241
- 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
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $130,606
- Income (IRS master file)
- $152,456
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $55,692 | $24,202 | $130,606 | IRS |
| 990-EZ | June 2024 | $38,704 | $57,812 | $79,023 | XML |
| 990-N for 2022 Officer: Kathy Rylander | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2023 | $82,303 | $78,209 | $98,834 | XML |
| 990-N for 2020 Officer: Dennis Schuermann | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Dennis Schuermann | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 86-1122241).
Questions about THE ROTARY CLUB OF ANNA MARIA ISLAND FOUNDATION INC
- What is the EIN of THE ROTARY CLUB OF ANNA MARIA ISLAND FOUNDATION INC?
- The employer identification number (EIN) of THE ROTARY CLUB OF ANNA MARIA ISLAND FOUNDATION INC is 86-1122241.
- Is THE ROTARY CLUB OF ANNA MARIA ISLAND FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to THE ROTARY CLUB OF ANNA MARIA ISLAND FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE ROTARY CLUB OF ANNA MARIA ISLAND 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 THE ROTARY CLUB OF ANNA MARIA ISLAND 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 THE ROTARY CLUB OF ANNA MARIA ISLAND FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of THE ROTARY CLUB OF ANNA MARIA ISLAND FOUNDATION INC?
- The 990-N for 2022 names Kathy Rylander.
- Who are the officers and directors of THE ROTARY CLUB OF ANNA MARIA ISLAND FOUNDATION INC?
- The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does THE ROTARY CLUB OF ANNA MARIA ISLAND FOUNDATION INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $55,692, expenses of $24,202 and total assets of $130,606 at year end.
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All nonprofits in HOLMES BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations