Nonprofit · EIN 04-3540698
WESTFORD ROTARY CHARITABLE ENDOWMENT INC
Tax-exempt (reinstated) · WESTFORD, MA 01886
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $13,907 | $25,982 | -$12,075 | $56,269 | – | $56,269 |
| June 30, 2024 | 990-EZ | $33,837 | $4,343 | $29,494 | $68,345 | – | $68,345 |
| June 30, 2023 | 990-EZ | $6,579 | $10,227 | -$3,648 | $38,850 | – | $38,850 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $15,806
- Investment income
- $2,217
- Net income from fundraising events
- -$4,116
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $3,000
- Other expenses
- $22,982
- Program services (functional)
- $22,458
Balance sheet and other
- Total assets, start of year
- $68,344
- Total assets, end of year
- $56,269
- Total liabilities, end of year
- –
- Net assets, end of year
- $56,269
- Cash, savings and investments
- $56,269
- Gross receipts
- $18,023
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 |
|---|---|---|---|
| WALTER MISKA | TREASURER | 1 | $0 |
| JESSICA ARSENAULT | CLERK | 1 | $0 |
| PENNY HAMEL | DIRECTOR | 1 | $0 |
| COLLEEN MURPHY | PRESIDENT | 1 | $0 |
990-EZ for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY FOERSTER | PRESIDENT | 1 | $0 |
| WALTER MISKA | TREASURER | 1 | $0 |
| FRANCES MAIKEL | CLERK | 1 | $0 |
| PENNY HAMEL | DIRECTOR | 1 | $0 |
| COLLEEN MURPHY | FORMER TREAS | 1 | $0 |
990-EZ for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT BOLEY | PRESIDENT | 1 | $0 |
| COLLEEN MURPHY | FORMER TREAS | 1 | $0 |
| FRANCES MAIKEL | CLERK | 1 | $0 |
| PENNY HAMEL | DIRECTOR | 1 | $0 |
| WALTER MISKA | CURRENT TREA | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 231, WESTFORD, MA 01886-0008
- In care of
- % JAY ENIS
- Signed the 990-EZ
- WALTER MISKA, TREASURER
- Return prepared by
- CAIN BOURRET JARRY & CRESSMAN LLC
Mission
SCHOLARSHIP ENDOWMENT FUND
Program accomplishments
- FUNDRAISING ACTIVITIES BY MEMBERS OF THE WESTFORD ROTARY CLUB AND OTHER VOLUNTEERS PROVIDE RESOURCES TO AWARD SCHOLARSHIPS AND MAKE GRANTS WITHIN THE COMMUNITYExpenses $22,458
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 04-3540698
- 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
- 2025
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Community improvement and capacity building (S80)
- Assets (IRS master file)
- $56,269
- Income (IRS master file)
- $18,023
Revocation and reinstatement
- Exemption revoked
- November 15, 2021
- Posted by the IRS
- March 14, 2022
- Reinstated
- Effective November 15, 2021
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $13,907 | $25,982 | $56,269 | IRS |
| 990-EZ | June 2024 | $33,837 | $4,343 | $68,345 | XML |
| 990-EZ | June 2023 | $6,579 | $10,227 | $38,850 | 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 04-3540698).
Questions about WESTFORD ROTARY CHARITABLE ENDOWMENT INC
- What is the EIN of WESTFORD ROTARY CHARITABLE ENDOWMENT INC?
- The employer identification number (EIN) of WESTFORD ROTARY CHARITABLE ENDOWMENT INC is 04-3540698.
- Is WESTFORD ROTARY CHARITABLE ENDOWMENT INC tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2021 and reinstated it effective November 15, 2021.
- Are donations to WESTFORD ROTARY CHARITABLE ENDOWMENT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTFORD ROTARY CHARITABLE ENDOWMENT INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of WESTFORD ROTARY CHARITABLE ENDOWMENT 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 WESTFORD ROTARY CHARITABLE ENDOWMENT 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 are the officers and directors of WESTFORD ROTARY CHARITABLE ENDOWMENT INC?
- The 990-EZ for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WESTFORD ROTARY CHARITABLE ENDOWMENT INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $13,907, expenses of $25,982 and total assets of $56,269 at year end.
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