Nonprofit · EIN 26-2778382
ROTARY FOUNDATION OF MADISON
Tax-exempt · MADISON, AL 35758
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $47,785 | $27,774 | $20,011 | $106,847 | $0 | $106,847 |
| June 30, 2024 | 990-EZ | $54,500 | $52,222 | $2,278 | $86,836 | $0 | $86,836 |
| June 30, 2023 | 990-EZ | $47,120 | $36,683 | $10,437 | $84,558 | $0 | $84,558 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $47,785
Expenses
- Grants and similar amounts paid
- $19,567
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,140
- Occupancy
- $1,224
- Printing, publications and postage
- $18
- Other expenses
- $5,825
- Program services (functional)
- $25,410
Balance sheet and other
- Total assets, start of year
- $86,836
- Total assets, end of year
- $106,847
- Total liabilities, end of year
- $0
- Net assets, end of year
- $106,847
- Cash, savings and investments
- $106,847
- Gross receipts
- $47,785
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 |
|---|---|---|---|
| BILL HOLTZCLAW | CLUB PRESIDENT | 1 | $0 |
| ERIK SIMONSON | FOUNDATION PRESIDENT | 0.1 | $0 |
| ROBERT L BARNES | TREASURER | 10 | $0 |
| CYNTHIA CURTIS | SECRETARY | 2 | $0 |
| SANDY PATEL | BOARD MEMBER | 0.2 | $0 |
| TIM STONE | BOARD MEMBER | 0.2 | $0 |
990-EZ for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIK SIMONSON | CLUB PRESIDENT | 1 | $0 |
| MELISSA GIBSON | FOUNDATION PRESIDENT | 0.1 | $0 |
| ROBERT L BARNES | TREASURER | 10 | $0 |
| CYNTHIA CURTIS | SECRETARY | 2 | $0 |
| PAT CROSS | BOARD MEMBER | 0.2 | $0 |
| PETER ALVAREZ | BOARD MEMBER | 0.2 | $0 |
990-EZ for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA GIBSON | CLUB PRESIDENT | 1 | $0 |
| KRIS MCBRIDE | FOUNDATION PRESIDENT | 0.1 | $0 |
| ROBERT L BARNES | TREASURER | 10 | $0 |
| CYNTHIA CURTIS | SECRETARY | 2 | $0 |
| PAT CROSS | BOARD MEMBER | 0.2 | $0 |
| PETER ALVAREZ | BOARD MEMBER | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 856, MADISON, AL 35758-0856
- In care of
- % ALEX LUTTRELL III
- Mailing address (990-N for 2025)
- PO BOX 856, MADISON AL 35758
- Principal officer (990-N for 2025)
- CARLA BUCHANAN, PO BOX 856, MADISON AL 35758
- Signed the 990-EZ
- ALEX LUTTRELL III, TREASURER
- Phone
- (256) 651-7357
- Return prepared by
- Bearden Stroup Associates CPAs LLC
Mission
CHARITABLE SERVICE WORK
Program accomplishments
- PROVIDED GRANTS TO SUPPORT TRAVEL AND LOGISTICS FOR DENTAL/VISION CLINIC AND VITAMINS TO BENIFIT APPROXIMATLEY 300 PEOPLE IN HONDURAS.Expenses $7,413 · grants $1,611
- PROVIDED SCHOLARSHIPS, FOOD BASKETS, SUMMER LUNCHES, AND GRANTS FOR WORTHY CHARITABLE AND COMMUNITY CAUSES BENEFITING OVER 200 FAMILIES IN MADISON COUNTY.Expenses $17,997 · grants $17,955
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 | 990-N on file |
| 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
- 26-2778382
- 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
- 2010
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $106,847
- Income (IRS master file)
- $47,785
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: CARLA BUCHANAN | June 30, 2026 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2025 | $47,785 | $27,774 | $106,847 | XML |
| 990-EZ | June 2024 | $54,500 | $52,222 | $86,836 | IRS |
| 990-EZ | June 2023 | $47,120 | $36,683 | $84,558 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-N for 2020 Officer: LARRY SMITH | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: PETER ALVEREZ | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 26-2778382).
Questions about ROTARY FOUNDATION OF MADISON
- What is the EIN of ROTARY FOUNDATION OF MADISON?
- The employer identification number (EIN) of ROTARY FOUNDATION OF MADISON is 26-2778382.
- Is ROTARY FOUNDATION OF MADISON tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to ROTARY FOUNDATION OF MADISON tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY FOUNDATION OF MADISON file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of ROTARY FOUNDATION OF MADISON due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTARY FOUNDATION OF MADISON last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2025 for the year ended June 30, 2026.
- Who is the principal officer of ROTARY FOUNDATION OF MADISON?
- The 990-N for 2025 names CARLA BUCHANAN.
- Who are the officers and directors of ROTARY FOUNDATION OF MADISON?
- The 990-EZ for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ROTARY FOUNDATION OF MADISON have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $47,785, expenses of $27,774 and total assets of $106,847 at year end.
Other nonprofits in MADISON
- MADISON VISIONARY PARTNERS EIN 46-1676220 · last filed 990 for 2024
- DAHL FAMILY FOUNDATION EIN 47-4919148 · last filed 990-PF for 2025
- THE JURENKO FOUNDATION EIN 72-6180664 · last filed 990-PF for 2025
- BROOKS GRAY FOUNDATION EIN 45-1227948 · last filed 990-PF for 2025
- ROCKET CITY TRASH PANDAS FOUNDATION EIN 86-1762336 · last filed 990-EZ for 2025
- BUTT FAMILY CHARITABLE FOUNDATION EIN 86-6489896 · last filed 990-PF for 2025
- PYAR FATIMA KARIM FOUNDATION EIN 71-0849172 · last filed 990-PF for 2022
- FRANKLIN FOUNDATION EIN 72-1400061 · last filed 990-PF for 2024
All nonprofits in MADISON · Alabama · Philanthropy, voluntarism and grantmaking foundations