Nonprofit · EIN 93-2554006
ROTARY CLUB OF MARION FOUNDATION
Tax-exempt · MARION, NC 28752
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $172,992 | $53,950 | $119,042 | $409,358 | $0 | $409,358 |
| June 30, 2024 | 990-EZ | $109,926 | $74,920 | $35,006 | $35,006 | – | $35,006 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $169,870
- Program service revenue
- $0
- Investment income
- $7,785
- Net income from fundraising events
- -$4,663
- Other revenue
- -$4,663
Expenses
- Grants and similar amounts paid
- $49,929
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $53,950
Balance sheet and other
- Total assets, start of year
- $35,006
- Total assets, end of year
- $409,358
- Total liabilities, end of year
- $0
- Net assets, end of year
- $409,358
- Publicly traded securities
- $296,945
- Gross receipts
- $178,934
- Employees
- 0
- Year formed
- 2023
- State of legal domicile
- NC
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 |
|---|---|---|---|
| RICHARD BERLICK | PRESIDENT/CH Trustee or director, Officer | 2 | $0 |
| CAROL WOLFENBARGER | PRESIDENT/CH Trustee or director, Officer | 0.25 | $0 |
| DAVID WATSON | V.PRESIDENT/ Trustee or director, Officer | 0.25 | $0 |
| CATHERINE COSGROVE | SECRETARY/DI Trustee or director, Officer | 1 | $0 |
| WALT BAGWELL | TREASURER/DI Trustee or director, Officer | 1 | $0 |
| SHARON L PARKER | DIRECTOR Trustee or director | 0.25 | $0 |
| NANCY SPENCER | DIRECTOR Trustee or director | 0.25 | $0 |
| BETSY WATSON | DIRECTOR Trustee or director | 0.25 | $0 |
| STEVE BUSH | DIRECTOR Trustee or director | 0.25 | $0 |
| EUGENE CROSS IV | DIRECTOR Trustee or director | 0.25 | $0 |
990-EZ for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD BERLICK | PRESIDENT/ C | 2 | $0 |
| EUGENE CROSS IV | V.PRESIDENT/ | 0.25 | $0 |
| CATHERINE COSGROVE | TREASURER/DI | 0.25 | $0 |
| NANCY SPENCER | SECRETARY/DI | 0.25 | $0 |
| SHARON L PARKER | DIRECTOR | 0.25 | $0 |
| CAROL WOLFENBARGER | DIRECTOR | 0.25 | $0 |
| DAVID WATSON | DIRECTOR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1213, MARION, NC 28752-1213
- In care of
- % NANCY SPENCER
- Principal officer (990 for 2024)
- CAROL WOLFENBARGER, 700 BEAR CLIFF DR, NEBO, NC 28761
- Signed the 990
- CAROL WOLFENBARGER, PRESIDENT/CHAIRMAN
- Phone
- (423) 748-8257
- Website
- WWW.ROTARYOFMARION.ORG
- Return prepared by
- WILLIAM E HOLLIFIELD CPA
Mission
RAISE FUNDS FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES. PROMOTE AND SUPPORT THE EDUCATION, HEALTH, GENERAL WELFARE AND WELL-BEING OF COMMUNITIES AND SUPPORT OTHER ORGANIZATIONS THAT BENEFIT THOSE COMMUNITIES. SUPPORT THE AIMS OF ROTARY INTERNATIONAL AND THE ROTARY CLUB OF MARION NC.
Program accomplishments
- DONATED FUNDS TO MCDOWELL TECHNICAL COMMUNITY COLLEGE FOR STUDENT SCHOLARSHIPS.Expenses $15,000 · grants $15,000
- PROVIDED FUNDS TO VARIOUS ORGANIZATIONS TO SUPPORT THE WELL BEING OF INDIVIDUALS AND ANIMALS. DONATED FUNDS TO A LOCAL GOVERNMENTAL AGENCY TO ASSIST WITH DISASTER RELIEF IN THE AFTERMATH OF HURRICANE HELENE. HELD A CHRISTMAS PARTY FOR 56 UNDERPRIVILEGED CHILDREN THAT WERE SELECTED BY THE MCDOWELL COUNTY PUBLIC SCHOOL SYSTEM. PROVIDED FUNDING TO BENEFIT THE LOCAL COMMUNITY IN VARIOUS WAYS.Expenses $37,700 · grants $33,679
- PROVIDED FUNDING TO SUPPORT HEALTHCARE INITIATIVES AND ALZHEIMERS MEDICAL RESEARCH.Expenses $1,250 · grants $1,250
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
- 93-2554006
- 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
- 2023
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W12)
- Assets (IRS master file)
- $409,358
- Income (IRS master file)
- $178,934
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $172,992 | $53,950 | $409,358 | IRS |
| 990-EZ | June 2024 | $109,926 | $74,920 | $35,006 | XML |
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 93-2554006).
Questions about ROTARY CLUB OF MARION FOUNDATION
- What is the EIN of ROTARY CLUB OF MARION FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF MARION FOUNDATION is 93-2554006.
- Is ROTARY CLUB OF MARION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to ROTARY CLUB OF MARION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF MARION 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 CLUB OF MARION 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 CLUB OF MARION FOUNDATION 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 ROTARY CLUB OF MARION FOUNDATION?
- The 990 for the year ended June 30, 2025 names CAROL WOLFENBARGER.
- Who are the officers and directors of ROTARY CLUB OF MARION FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF MARION FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $172,992, expenses of $53,950 and total assets of $409,358 at year end.
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- EQUIP INC EIN 22-2452414 · last filed 990 for 2024
- CENTRO UNIDO LATINO AMERICANO EIN 56-2678411 · last filed 990 for 2025
- FOOTHILLS INDUSTRIES OF MCDOWELL COUNTY INC EIN 58-1309309 · last filed 990 for 2025
- FREEDOM LIFE MINISTRIES EIN 46-1322178 · last filed 990 for 2025
- WEST MARION INC EIN 83-0671471 · last filed 990 for 2025
All nonprofits in MARION · North Carolina · Public and societal benefit