Nonprofit · EIN 27-3723865
ROTARY CLUB OF MARTINSBURG CHARITABLE FOUNDATION
Tax-exempt (reinstated) · MARTINSBURG, WV 25404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $89,540 | $63,198 | $26,342 | $41,644 | – | $41,644 |
| June 30, 2023 | 990-EZ | $83,116 | $83,353 | -$237 | $34,775 | – | $34,775 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $25,496
- Net income from fundraising events
- $64,044
Expenses
- Grants and similar amounts paid
- $63,023
- Compensation of officers, directors and key employees
- $0
- Printing, publications and postage
- $175
- Program services (functional)
- $88,748
Balance sheet and other
- Total assets, start of year
- $15,302
- Total assets, end of year
- $41,644
- Total liabilities, end of year
- –
- Net assets, end of year
- $41,644
- Cash, savings and investments
- $41,644
- Gross receipts
- $124,464
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 |
|---|---|---|---|
| Tracy Regalia | President | 20 | $0 |
| Eric Stenger | Vice President | 10 | $0 |
| Darrell Shull | Secretary | 20 | $0 |
| Jim Ouellet | Treasurer | 20 | $0 |
| Michelle Sadat | Past President | 5 | $0 |
| Steve Roach | Director | 2 | $0 |
| Charles Mason | Director | 2 | $0 |
| Norm Marriot | Director | 2 | $0 |
| Tim Merceruio | Director | 2 | $0 |
| Harry Van Metre | Director | 2 | $0 |
| Denise Hess | Director | 2 | $0 |
| Allen Kees | Director | 2 | $0 |
| Peter Mulford | Director | 2 | $0 |
| Bonn Poland | Director | 2 | $0 |
| Pam Wagoner | Director | 2 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Diane Smith | Director | 2 | $0 |
| Bernice Collis | Director | 2 | $0 |
990-EZ for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Pete Mulford | President | 10 | $0 |
| Michelle Sadat | Vice President | 5 | $0 |
| Jim Ouellet | Treasurer | 10 | $0 |
| Darrell SHull | Secretary | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1137 SHEPHERDSTOWN RD, MARTINSBURG, WV 25404-0739
- In care of
- % DOUG ARNDT
- Mailing address (990-N for 2021)
- PO Box 2073, Martinsburg WV 25402
- Principal officer (990-N for 2021)
- Steve Truax, PO Box 2073, Martinsburg WV 25402
- Signed the 990-EZ
- Darrell A Shull, Secretary
- Phone
- (304) 268-7225
- Website
- www.martinsburgrotary.com
Mission
Support community non-profit activities.
Program accomplishments
- Grants Committee projects to community organizations supporting education, health, food and clothing needs. Approximately 1,400 served.Expenses $45,960 · grants $45,960
- Literacy and education projects to promote education through scholarships, speech contests, book and dictionary distribution to students. Approximately 1,200 served.Expenses $11,625
- Community wellness screening in coordination with our hospital. Approximately 300 served.Expenses $19,250
- Supporting local and international Rotary projects.Expenses $11,913
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | Check at the IRS |
IRS record
- EIN
- 27-3723865
- 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
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S11)
- Assets (IRS master file)
- $41,644
- Income (IRS master file)
- $124,464
Revocation and reinstatement
- Exemption revoked
- December 15, 2013
- Posted by the IRS
- March 10, 2014
- Reinstated
- Effective December 15, 2013
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 | $89,540 | $63,198 | $41,644 | IRS |
| 990-EZ | June 2023 | $83,116 | $83,353 | $34,775 | XML |
| 990-N for 2021 Officer: Steve Truax | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Darrell Shull | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 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 27-3723865).
Questions about ROTARY CLUB OF MARTINSBURG CHARITABLE FOUNDATION
- What is the EIN of ROTARY CLUB OF MARTINSBURG CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF MARTINSBURG CHARITABLE FOUNDATION is 27-3723865.
- Is ROTARY CLUB OF MARTINSBURG CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on December 15, 2013 and reinstated it effective December 15, 2013.
- Are donations to ROTARY CLUB OF MARTINSBURG CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF MARTINSBURG CHARITABLE 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 ROTARY CLUB OF MARTINSBURG CHARITABLE 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 ROTARY CLUB OF MARTINSBURG CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of ROTARY CLUB OF MARTINSBURG CHARITABLE FOUNDATION?
- The 990-N for 2021 names Steve Truax.
- Who are the officers and directors of ROTARY CLUB OF MARTINSBURG CHARITABLE FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF MARTINSBURG CHARITABLE FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $89,540, expenses of $63,198 and total assets of $41,644 at year end.
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All nonprofits in MARTINSBURG · West Virginia · Community improvement and capacity building