Nonprofit · EIN 16-1521561
SARATOGA SPRINGS ROTARY EDUCATION FOUNDATION INC
Tax-exempt · SARATOGA SPGS, NY 12866
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $260,422 | $120,929 | $139,493 | $2,278,765 | $19,314 | $2,259,451 |
| June 30, 2024 | 990 | $56,516 | $118,287 | -$61,771 | $2,039,661 | $20,071 | $2,019,590 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $130,069
- Program service revenue
- $0
- Investment income
- $128,129
- Net gain from sales of assets
- $81,460
- Net income from fundraising events
- $2,224
- Other revenue
- $2,224
Expenses
- Grants and similar amounts paid
- $101,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $6,880
- Program services (functional)
- $101,000
- Management and general (functional)
- $19,929
Balance sheet and other
- Total assets, start of year
- $2,039,661
- Total assets, end of year
- $2,278,765
- Total liabilities, end of year
- $19,314
- Net assets, end of year
- $2,259,451
- Publicly traded securities
- $2,110,665
- Net assets without donor restrictions
- $1,936,106
- Net assets with donor restrictions
- $323,345
- Gross receipts
- $829,591
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1996
- State of legal domicile
- NY
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 |
|---|---|---|---|
| Tiffany Morris | Treasurer Trustee or director, Officer | 1 | $0 |
| Gregory Grieco | Director Trustee or director | 1 | $0 |
| Kelly Armer | Director Trustee or director | 1 | $0 |
| Donald McPherson | Secretary Trustee or director, Officer | 1 | $0 |
| Tabitha Orthwein | Vice President Trustee or director, Officer | 1 | $0 |
| Karl Broekhuizen | Director Trustee or director | 1 | $0 |
| Elizabeth Stauderman | Director Trustee or director | 1 | $0 |
| James E Doern | Director Trustee or director | 1 | $0 |
| Amanda Duff | Director Trustee or director | 1 | $0 |
| Lisa Cutting | Director Trustee or director | 1 | $0 |
| Bobbi Jo Lucas | Director Trustee or director | 1 | $0 |
| Anna Jolly Duval | Director Trustee or director | 1 | $0 |
| Janice White | Director Trustee or director | 1 | $0 |
| Brian O'Connell | Director Trustee or director | 1 | $0 |
| Alexander Budd | Director Trustee or director | 1 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Beth Post | President Trustee or director, Officer | 1 | $0 |
| Susan Moore-Palumbo | Director Trustee or director | 1 | $0 |
| Susan Rhoades | Asst. Secretary Trustee or director, Officer | 1 | $0 |
| Robert Schermerhorn | Director Trustee or director | 1 | $0 |
| Scott Whittemore | Asst. Treasurer Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tiffany Morris | Treasurer Trustee or director, Officer | 1 | $0 |
| Gregory Grieco | Director Trustee or director | 1 | $0 |
| Kelly Armer | Director Trustee or director | 1 | $0 |
| Donald McPherson | Secretary Trustee or director, Officer | 1 | $0 |
| Tabitha Orthwein | Vice President Trustee or director, Officer | 1 | $0 |
| Karl Broekhuizen | Director Trustee or director | 1 | $0 |
| John Herrick | Director Trustee or director | 1 | $0 |
| James E Doern | Director Trustee or director | 1 | $0 |
| Amanda Duff | Director Trustee or director | 1 | $0 |
| Lisa Cutting | Director Trustee or director | 1 | $0 |
| Bobbi Jo Lucas | Director Trustee or director | 1 | $0 |
| Anna Jolly Duval | Director Trustee or director | 1 | $0 |
| Janice White | Director Trustee or director | 1 | $0 |
| Beth Post | President Trustee or director, Officer | 1 | $0 |
| Susan Moore-Palumbo | Director Trustee or director | 1 | $0 |
| Susan Rhoades | Asst. Secretary Trustee or director, Officer | 1 | $0 |
| Robert Schermerhorn | Director Trustee or director | 1 | $0 |
| Scott Whittemore | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4423, SARATOGA SPGS, NY 12866-8026
- Principal officer (990 for 2024)
- Beth Post, PO Box 4423, Saratoga Springs, NY 12866
- Signed the 990
- Tiffany Morris, Treasurer
- Phone
- (518) 469-3579
- Return prepared by
- WHITTEMORE DOWEN & RICCIARDELLI LLP
Mission
The Saratoga Springs Rotary Education Foundation, Inc. invests in students' potential because everyone deserves the opportunity for a brighter future.
Program accomplishments
- The Foundation provided 21 higher education scholarships to Saratoga Springs, New York area students.Expenses $101,000 · grants $101,000
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
- 16-1521561
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $2,278,765
- Income (IRS master file)
- $829,591
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $260,422 | $120,929 | $2,278,765 | XML |
| 990 | June 2024 | $56,516 | $118,287 | $2,039,661 | XML |
| 990 | June 2023 | $80,996 | $104,131 | $1,827,073 | IRS |
| 990 | June 2022 | $151,766 | $189,060 | $1,731,998 | IRS |
| 990 | June 2021 | – | – | – | 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 16-1521561).
Questions about SARATOGA SPRINGS ROTARY EDUCATION FOUNDATION INC
- What is the EIN of SARATOGA SPRINGS ROTARY EDUCATION FOUNDATION INC?
- The employer identification number (EIN) of SARATOGA SPRINGS ROTARY EDUCATION FOUNDATION INC is 16-1521561.
- Is SARATOGA SPRINGS ROTARY EDUCATION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to SARATOGA SPRINGS ROTARY EDUCATION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SARATOGA SPRINGS ROTARY EDUCATION 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 SARATOGA SPRINGS ROTARY EDUCATION 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 SARATOGA SPRINGS ROTARY EDUCATION FOUNDATION INC 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 SARATOGA SPRINGS ROTARY EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names Beth Post.
- Who are the officers and directors of SARATOGA SPRINGS ROTARY EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does SARATOGA SPRINGS ROTARY EDUCATION FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $260,422, expenses of $120,929 and total assets of $2,278,765 at year end.
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