Nonprofit · EIN 23-7111919
WESTFIELD ROTARY CLUB FOUNDATION
Tax-exempt · WESTFIELD, NJ 07090
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $467,685 | $120,600 | $347,085 | $2,430,348 | $0 | $2,430,348 |
| June 30, 2024 | 990 | $308,177 | $113,187 | $194,990 | $2,083,263 | $0 | $2,083,263 |
| June 30, 2023 | 990 | $208,142 | $164,362 | $43,780 | $1,109,207 | $0 | $1,109,207 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $51,674
- Program service revenue
- $0
- Investment income
- $416,011
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $102,231
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $115,525
- Management and general (functional)
- $1,081
- Fundraising (functional)
- $3,994
Balance sheet and other
- Total assets, start of year
- $2,083,263
- Total assets, end of year
- $2,430,348
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,430,348
- Publicly traded securities
- $2,213,664
- Net assets without donor restrictions
- $583,292
- Net assets with donor restrictions
- $1,847,056
- Gross receipts
- $467,685
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1965
- State of legal domicile
- NJ
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 |
|---|---|---|---|
| Edred Shen | Board Director Trustee or director | 2 | $0 |
| Barbara Frantz | Board Director Trustee or director | 2 | $0 |
| Lauren Barr | Board Director Trustee or director | 2 | $0 |
| James Lucarelli | Board Director Trustee or director | 2 | $0 |
| Steven Ketcham | Board Director Trustee or director, Officer | 0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara Frantz | Board Director Trustee or director | 2 | $0 |
| Lauren Barr | Board Director Trustee or director | 2 | $0 |
| James Lucarelli | Board Director Trustee or director | 2 | $0 |
| Stephan Specht | Board Director Trustee or director | 2 | $0 |
| Michael Hart | Board Director Trustee or director | 2 | $0 |
| Steven Ketcham | Board Director Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lauren Barr | Board Director Trustee or director | 2 | $0 |
| Barbara Frantz | Board Director Trustee or director | 2 | $0 |
| Brendan Bertsch | Board Director Trustee or director | 2 | $0 |
| Heidi Caponigro | Board Director Trustee or director | 2 | $0 |
| Burim Regjaj | Board Director Trustee or director | 2 | $0 |
| Anthony LaPorta | Board Director Trustee or director | 2 | $0 |
| Blake Width | Board Director Trustee or director | 2 | $0 |
| Michael Hart | Board Director Trustee or director | 2 | $0 |
| Stephan Specht | Board Director Trustee or director | 2 | $0 |
| Steven Ketcham | Board Director Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 202 MOUNTAIN AVENUE, WESTFIELD, NJ 07090-3152
- In care of
- % STEVEN KETCHAM
- Principal officer (990 for 2024)
- Steven Ketcham, PO Box 2610, Westfield, NJ 07091
- Signed the 990
- STEVEN KETCHAM, Treasurer
- Phone
- (908) 232-4618
- Website
- www.westfieldrotary.com
- Return prepared by
- Ketcham & Associates LLC
Mission
Supports charitable endeavors and provides scholarships to worthy and deserving college students in the Westfield, NJ area.
Program accomplishments
- Awarding college scholarships to deserving students of the Westfield, NJ areaExpenses $94,150 · grants $94,150 · revenue $467,685
- Providing financial assistance to worthwhile charitable endeavorsExpenses $21,375 · grants $8,081
- Other activities related to Rotary mission
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
- 23-7111919
- 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
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,430,348
- Income (IRS master file)
- $467,685
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $467,685 | $120,600 | $2,430,348 | IRS |
| 990 | June 2024 | $308,177 | $113,187 | $2,083,263 | IRS |
| 990 | June 2023 | $208,142 | $164,362 | $1,109,207 | XML |
| 990 | June 2022 | $102,189 | $141,892 | $1,001,249 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 23-7111919).
Questions about WESTFIELD ROTARY CLUB FOUNDATION
- What is the EIN of WESTFIELD ROTARY CLUB FOUNDATION?
- The employer identification number (EIN) of WESTFIELD ROTARY CLUB FOUNDATION is 23-7111919.
- Is WESTFIELD ROTARY CLUB FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to WESTFIELD ROTARY CLUB FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTFIELD ROTARY CLUB 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 WESTFIELD ROTARY CLUB 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 WESTFIELD ROTARY CLUB 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 WESTFIELD ROTARY CLUB FOUNDATION?
- The 990 for the year ended June 30, 2025 names Steven Ketcham.
- Who are the officers and directors of WESTFIELD ROTARY CLUB FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does WESTFIELD ROTARY CLUB FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $467,685, expenses of $120,600 and total assets of $2,430,348 at year end.
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