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Nonprofit · EIN 94-3027895

EAST JEFFERSON COUNTY ROTARY CHARITABLE TRUST ASSOCIATION

Tax-exempt · PORT HADLOCK, WA 98339

Financials

$54K$61K2023$65K$52K2024
Revenue Expenses · by fiscal year end
Financials of EAST JEFFERSON COUNTY ROTARY CHARITABLE TRUST ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$65,207$52,185$13,022$268,241$0$268,241
June 30, 2024990$53,816$61,110-$7,294$187,936$0$187,936
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$45,172
Membership dues
$9,973
Program service revenue
$15,052
Investment income
$4,983
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$52,184
Management and general (functional)
$1

Balance sheet and other

Total assets, start of year
$187,936
Total assets, end of year
$268,241
Total liabilities, end of year
$0
Net assets, end of year
$268,241
Publicly traded securities
$179,125
Net assets without donor restrictions
$268,241
Gross receipts
$65,207
Employees
0
Volunteers
25
Year formed
1987
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.

NameTitleHours / weekCompensation
Ned LucePresident
Trustee or director, Officer
0$0
Ian GauldDirector at Large
Trustee or director
0$0
Michael CavettPast President
Trustee or director, Officer
0$0
Nelson AtkinSecretary
Trustee or director, Officer
0$0
Mary JordanTreasurer
Trustee or director, Officer
0$0
PJ PlastowDirector at Large
Trustee or director
0$0
Chuck BoggsDirector at Large
Trustee or director
0$0
Cammy BrownDirector at Large
Trustee or director
0$0
Mitch BrennanPresident Elect
Trustee or director, Officer
0$0
Diane JohnsonDirector at Large
Trustee or director
0$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
Micale CavettPresident Elect
Trustee or director
2$0
Ian GauldDirector at large
Trustee or director
2$0
T J PlastowDirector at large
Trustee or director
2$0
Terry UmbrettDirector at large
Trustee or director
2$0
Rick SmithDirector at large
Trustee or director
2$0
Diane JohnsonPreslident
Trustee or director, Officer
6$0
Ned LuceTreasurer
Trustee or director, Officer
6$0
Paul RogersPast President
Trustee or director, Officer
0$0
Nelson L AtkinSecretary
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
PO BOX 654, PORT HADLOCK, WA 98339-0654
Principal officer (990 for 2024)
Mary Jordan, PO Box 654, Port Hadlock, WA 98339
Signed the 990
Mary Jordan, Treasurer
Phone
(949) 690-6898

Mission

Provide scholarships to students, community and international service projects.

990 for the year ended June 30, 2025

Program accomplishments

  • Scholarships to local students - preschool, high schools seniors and college freshmen.
    Expenses $52,184 · revenue $21,000
  • Vocation training in India.
    revenue $2,000
  • Viet Nam Traveling Memorial
    revenue $1,000
  • Miscellaneous grants and donations
    revenue $1,025

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
94-3027895
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
1992
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$268,241
Income (IRS master file)
$65,207

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$65,207$52,185$268,241IRS
990June 2024$53,816$61,110$187,936XML
990June 2023$42,609$68,215$195,230IRS
990June 2022–––IRS
990June 2021–––IRS
990June 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 94-3027895).

Questions about EAST JEFFERSON COUNTY ROTARY CHARITABLE TRUST ASSOCIATION

What is the EIN of EAST JEFFERSON COUNTY ROTARY CHARITABLE TRUST ASSOCIATION?
The employer identification number (EIN) of EAST JEFFERSON COUNTY ROTARY CHARITABLE TRUST ASSOCIATION is 94-3027895.
Is EAST JEFFERSON COUNTY ROTARY CHARITABLE TRUST ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to EAST JEFFERSON COUNTY ROTARY CHARITABLE TRUST ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does EAST JEFFERSON COUNTY ROTARY CHARITABLE TRUST ASSOCIATION 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 EAST JEFFERSON COUNTY ROTARY CHARITABLE TRUST ASSOCIATION 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 EAST JEFFERSON COUNTY ROTARY CHARITABLE TRUST ASSOCIATION 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 EAST JEFFERSON COUNTY ROTARY CHARITABLE TRUST ASSOCIATION?
The 990 for the year ended June 30, 2025 names Mary Jordan.
Who are the officers and directors of EAST JEFFERSON COUNTY ROTARY CHARITABLE TRUST ASSOCIATION?
The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does EAST JEFFERSON COUNTY ROTARY CHARITABLE TRUST ASSOCIATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $65,207, expenses of $52,185 and total assets of $268,241 at year end.

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