Nonprofit · EIN 91-1539867
PORT ORCHARD ROTARY FOUNDATION
Tax-exempt · PORT ORCHARD, WA 98366
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $269,132 | $174,447 | $94,685 | $715,531 | $17,419 | $698,112 |
| June 30, 2024 | 990 | $123,758 | $124,842 | -$1,084 | $619,055 | $15,628 | $603,427 |
| June 30, 2023 | 990 | $160,274 | $126,991 | $33,283 | $619,089 | $14,578 | $604,511 |
| June 30, 2022 | 990 | $35,088 | $79,746 | -$44,658 | $585,535 | $14,307 | $571,228 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $132,234
- Program service revenue
- $0
- Investment income
- $38,626
- Net income from fundraising events
- $98,272
- Other revenue
- $98,272
Expenses
- Grants and similar amounts paid
- $153,023
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,330
- Depreciation
- $239
- Program services (functional)
- $173,104
- Management and general (functional)
- $1,343
Balance sheet and other
- Total assets, start of year
- $619,055
- Total assets, end of year
- $715,531
- Total liabilities, end of year
- $17,419
- Net assets, end of year
- $698,112
- Land, buildings and equipment
- $856
- Gross receipts
- $322,644
- Employees
- 0
- Year formed
- 1991
- State of legal domicile
- WA
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 |
|---|---|---|---|
| JOE HIGBEE | Secretary Trustee or director, Officer | 6 | $0 |
| JOHN MORRISSEY | Treasurer Trustee or director, Officer | 6 | $0 |
| JEFF FAUCET | Vice President Trustee or director, Officer | 6 | $0 |
| JON GAILEY | CLUB TREASURER Trustee or director, Officer | 6 | $0 |
| DAVID WEATHERILL | President Trustee or director, Officer | 6 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREG WALL | Past President Trustee or director | 2 | $0 |
| JANIS MARICIC | Director Trustee or director | 2 | $0 |
| DAVID WEIKEL | President Trustee or director | 2 | $0 |
| DAVE MONTOURE | Vice President Trustee or director, Officer | 6 | $0 |
| MATTHEW SHILLINGBURG | Director Trustee or director | 2 | $0 |
| NICK ZAR | Director Trustee or director | 2 | $0 |
| JOE HIGBEE | Secretary Trustee or director, Officer | 6 | $0 |
| JON GAILEY | Treasurer Trustee or director, Officer | 6 | $0 |
| WAYNE WRIGHT | President Trustee or director, Officer | 6 | $0 |
| RON SOWELL | Director Trustee or director | 2 | $0 |
| HEIDI FENTON | PAST PRESIDENT Trustee or director | 2 | $0 |
| ROBIN LAWYER | Director Trustee or director | 2 | $0 |
| DAVID WHITE | Director Trustee or director | 2 | $0 |
| DAVID WEATHERILL | PRESIDENT ELECT Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREG WALL | Vice President Trustee or director, Officer | 6 | $0 |
| JANIS MARICIC | Director Trustee or director | 2 | $0 |
| FRANK TWETEN | President Trustee or director, Officer | 6 | $0 |
| DAVE MONTOURE | Director Trustee or director | 2 | $0 |
| PENELOPE SAPP | Director Trustee or director | 2 | $0 |
| MARLISA THOMAN | Director Trustee or director | 2 | $0 |
| JOHN GESE | Secretary Trustee or director, Officer | 6 | $0 |
| MICHAEL NADEAU | Treasurer Trustee or director, Officer | 6 | $0 |
| DAVE WEIKEL | Director Trustee or director | 2 | $0 |
| LESLIE REYNOLDS TAYLOR | Director Trustee or director | 6 | $0 |
| JACQUI CURTIS | PAST PRESIDENT Trustee or director | 2 | $0 |
| RON HUTCHINSON | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2022: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREG WALL | Vice President Trustee or director, Officer | 6 | $0 |
| JANIS MARICIC | Director Trustee or director | 2 | $0 |
| FRANK TWETEN | President Trustee or director, Officer | 6 | $0 |
| DAVE MONTOURE | Director Trustee or director | 2 | $0 |
| PENELOPE SAPP | Director Trustee or director | 2 | $0 |
| MARLISA THOMAN | Director Trustee or director | 2 | $0 |
| JOHN GESE | Secretary Trustee or director, Officer | 6 | $0 |
| MICHAEL NADEAU | Treasurer Trustee or director, Officer | 6 | $0 |
| DAVE WEIKEL | Director Trustee or director | 2 | $0 |
| LESLIE REYNOLDS TAYLOR | Director Trustee or director | 6 | $0 |
| JACQUI CURTIS | PAST PRESIDENT Trustee or director | 2 | $0 |
| RON HUTCHINSON | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 616, PORT ORCHARD, WA 98366-0616
- In care of
- % GARY LUCY
- Signed the 990
- ROB SOWELL, President
- Website
- PORTORCHARDROTARY.ORG
- Return prepared by
- Southard Beckham PLLC
Mission
SUPPORT OF COMMUNITY PROJECTS/STUDENT SCHOLARSHIP/INTERNATIONAL PROJECTS/FOREIGN EXCHANGE STUDENT PROGRAM
Program accomplishments
- COMMUNITY PROJECTS-SUPPORT OF COMMUNITY ORGANIZATIONS THAT ASSIST DISADVANTAGED INDIVIDUALS AND OTHERS IN NEEDExpenses $114,026
- STUDENT PROJECTS-SCHOLARSHIPS, HIGH SCHOOL STUDENT ACHIEVEMENT AWARDS AND OTHER YOUTH PROJECTSExpenses $45,000
- INTERNATIONAL SERVICE-SUPPORT OF THE ROTARY YOUTH FOREIGN EXCHANGE PROGRAM, KENYA GLOBAL GRANT AND KENYA COMMUNITY GRANTExpenses $14,078
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
- 91-1539867
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $715,531
- Income (IRS master file)
- $322,644
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $269,132 | $174,447 | $715,531 | XML |
| 990 | June 2024 | $123,758 | $124,842 | $619,055 | IRS |
| 990 | June 2023 | $160,274 | $126,991 | $619,089 | XML |
| 990 | June 2022 | $35,088 | $79,746 | $585,535 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 91-1539867).
Questions about PORT ORCHARD ROTARY FOUNDATION
- What is the EIN of PORT ORCHARD ROTARY FOUNDATION?
- The employer identification number (EIN) of PORT ORCHARD ROTARY FOUNDATION is 91-1539867.
- Is PORT ORCHARD ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to PORT ORCHARD ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PORT ORCHARD ROTARY 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 PORT ORCHARD ROTARY 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 PORT ORCHARD ROTARY FOUNDATION 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 PORT ORCHARD ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does PORT ORCHARD ROTARY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $269,132, expenses of $174,447 and total assets of $715,531 at year end.
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