Nonprofit · EIN 31-1156701
ROTARY FOUNDATION OF OAKWOOD
Tax-exempt · DAYTON, OH 45409
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $65,808 | $70,180 | -$4,372 | $684,356 | $0 | $684,356 |
| June 30, 2024 | 990 | $70,430 | $69,732 | $698 | $635,597 | $0 | $635,597 |
| June 30, 2023 | 990 | $31,162 | $49,092 | -$17,930 | $593,485 | $0 | $593,485 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $43,451
- Program service revenue
- $0
- Investment income
- $22,357
- Net gain from sales of assets
- $2,231
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $64,783
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,815
- Program services (functional)
- $64,783
- Management and general (functional)
- $5,397
Balance sheet and other
- Total assets, start of year
- $635,597
- Total assets, end of year
- $684,356
- Total liabilities, end of year
- $0
- Net assets, end of year
- $684,356
- Net assets without donor restrictions
- $684,356
- Gross receipts
- $298,187
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1980
- State of legal domicile
- OH
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 |
|---|---|---|---|
| SCOTT FISCHER | TRUSTEE Trustee or director | 1 | $0 |
| BRUCE REGER | TRUSTEE Trustee or director | 1 | $0 |
| MARTY BEYER | COUNSEL AND TRUSTEE Trustee or director | 1 | $0 |
| STEPHEN J BUDDE | TRUSTEE - AT-LARGE MEMEBER Trustee or director | 1 | $0 |
| CATHY CAMPBELL | PRESIDENT Officer | 1 | $0 |
| RICHARD A DAPRATO | SECRETARY Officer | 1 | $0 |
| JOE SCOTT | TREASURER Officer | 1 | $0 |
| DICK STEVENS | VICE-PRESIDENT Officer | 1 | $0 |
| MIKE MOORHEAD | CLUB PRESIDENT AND TRUSTEE Officer | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTY BEYER | COUNSEL AND TRUSTEE Trustee or director, Officer | 1 | $0 |
| POLLY PETRICOLA | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD A DAPRATO | TRUSTEE Trustee or director | 1 | $0 |
| JOE SCOTT | CLUB PRESIDENT AND TRUSTEE Trustee or director | 1 | $0 |
| STEPHEN J BUDDE | TRUSTEE - AT-LARGE MEMEBER VOTED BY CLUB Trustee or director | 1 | $0 |
| SCOTT FISCHER | TREASURER Officer | 1 | $0 |
| BRUCE REGER | PRESIDENT Officer | 1 | $0 |
| CATHY CAMPBELL | VICE PRESIDENT Officer | 1 | $0 |
| CHRIS EPLEY | SECRETARY Officer | 1 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS EPLEY | CLUB PRESIDENT AND TRUSTEE Trustee or director | 0 | $0 |
| JOE SCHENK | TRUSTEE Trustee or director | 0 | $0 |
| MARTY BEYER | COUNSEL AND TRUSTEE Trustee or director, Officer | 0 | $0 |
| POLLY ARNOLD | TRUSTEE Trustee or director | 0 | $0 |
| RICHARD A DAPRATO | TRUSTEE Trustee or director | 0 | $0 |
| SCOTT FISCHER | PRESIDENT Officer | 1 | $0 |
| BRUCE REGER | VICE PRESIDENT Officer | 1 | $0 |
| CATHY CAMPBELL | SECRETARY Officer | 1 | $0 |
| ADAM SNYDER | TREASURER Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 925, DAYTON, OH 45409-0925
- Principal officer (990 for 2024)
- DICK STEVENS, PO BOX 925, DAYTON, OH 45409
- Signed the 990
- DICK STEVENS, VICE PRESIDENT
- Phone
- (937) 461-7266
- Return prepared by
- BRADY WARE & SCHOENFELD INC
Mission
TO SUPPORT VARIOUS CHARITABLE CAUSES IN THE DAYTON AREA WHICH ASSIST LOCAL INDIVIDUALS AND FAMILIES.
Program accomplishments
- PROVIDE FINANCIAL SUPPORT TO LOCAL 501(C)(3)CHARITIES THAT ASSIST INDIVIDUALS AND FAMILIES IN THE DAYTON COMMUNITY.Expenses $64,783 · grants $64,783
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
- 31-1156701
- 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
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $684,356
- Income (IRS master file)
- $298,187
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $65,808 | $70,180 | $684,356 | XML |
| 990 | June 2024 | $70,430 | $69,732 | $635,597 | IRS |
| 990 | June 2023 | $31,162 | $49,092 | $593,485 | XML |
| 990 | June 2022 | $66,553 | $31,781 | $565,515 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | 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 31-1156701).
Questions about ROTARY FOUNDATION OF OAKWOOD
- What is the EIN of ROTARY FOUNDATION OF OAKWOOD?
- The employer identification number (EIN) of ROTARY FOUNDATION OF OAKWOOD is 31-1156701.
- Is ROTARY FOUNDATION OF OAKWOOD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to ROTARY FOUNDATION OF OAKWOOD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY FOUNDATION OF OAKWOOD 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 FOUNDATION OF OAKWOOD 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 FOUNDATION OF OAKWOOD 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 ROTARY FOUNDATION OF OAKWOOD?
- The 990 for the year ended June 30, 2025 names DICK STEVENS.
- Who are the officers and directors of ROTARY FOUNDATION OF OAKWOOD?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does ROTARY FOUNDATION OF OAKWOOD have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $65,808, expenses of $70,180 and total assets of $684,356 at year end.
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