Nonprofit · EIN 31-6033308
MARION ROTARY FOUNDATION INC
Tax-exempt · MARION, OH 43301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $205,782 | $144,385 | $61,397 | $2,555,802 | $0 | $2,555,802 |
| June 30, 2024 | 990 | $189,099 | $127,097 | $62,002 | $2,494,405 | $0 | $2,494,405 |
| June 30, 2023 | 990 | $872,637 | $77,742 | $794,895 | $2,432,403 | $0 | $2,432,403 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $29,111
- Program service revenue
- $0
- Investment income
- $176,671
- Net gain from sales of assets
- $104,313
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $111,896
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,045
- Program services (functional)
- $111,896
- Management and general (functional)
- $32,489
Balance sheet and other
- Total assets, start of year
- $2,494,405
- Total assets, end of year
- $2,555,802
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,555,802
- Publicly traded securities
- $2,501,235
- Gross receipts
- $676,916
- Employees
- 0
- Year formed
- 1959
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 |
|---|---|---|---|
| TERESA BALLINGER | BOARD MEMBER Trustee or director | 0.25 | $0 |
| GARY BRANSON | TREASURER Trustee or director, Officer | 1 | $0 |
| MATT CARBARY | BOARD MEMBER Trustee or director | 0.25 | $0 |
| PATTI GARNER | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| MISTY HAYDEN | PRESIDENT EL Trustee or director, Officer | 0.25 | $0 |
| LARS OLSON | BOARD MEMBER Trustee or director | 0.25 | $0 |
| CHERYL PLASTER | BOARD MEMBER Trustee or director | 0.25 | $0 |
| LESLIE SCHNEIDER | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| KEN STIVERSON | BOARD MEMBER Trustee or director | 0.25 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY BRANSON | TREASURER - Trustee or director, Officer | – | $0 |
| MATT CARBARY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| PATTI GARNER | SECRETARY Trustee or director, Officer | 2 | $0 |
| MISTY HAYDEN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JEAN OBENOUR | TREASURER - Trustee or director, Officer | 1 | $0 |
| LARS OLSON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JULIE PRETTYMAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MATT PRIMMER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| LESLIE SCHNEIDER | PRESIDENT EL Trustee or director, Officer | 0.5 | $0 |
| KEN STIVERSON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| NIKKI WORKMAN | PRESIDENT Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATT CARBARY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| PATTI GARNER | SECRETARY Trustee or director, Officer | 2 | $0 |
| VICKIE MCCLELLAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JEAN OBENOUR | TREASURER Trustee or director, Officer | 1 | $0 |
| LARS OLSON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JULIE PRETTYMAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MATT PRIMMER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| LESLIE SCHNEIDER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DAN WIGTON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| NIKKI WORKMAN | PRESIDENT EL Trustee or director, Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1091, MARION, OH 43301-1091
- In care of
- % HAROLD W HALL
- Principal officer (990 for 2024)
- LESLIE SCHNEIDER, PO BOX 1019, MARION, OH 43302
- Signed the 990
- GARY BRANSON, TREASURER
- Phone
- (740) 382-9737
- Website
- WWW.MARIONOHROTARY.ORG
- Return prepared by
- HOLBROOK & MANTER INC
Mission
TO PROVIDE SCHOLARSHIPS AND FUND OTHER CHARITABLE ACTIVITIES
Program accomplishments
- CONTRIBUTIONS - THE FOUNDATION PROVIDES FUNDS TO LOCAL CHARITABLE ORGANIZATIONS BASED ON NEED, AVAILABILITY OF FUNDS AND CHARITABLE PURPOSE.Expenses $111,896 · grants $111,896
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
- 31-6033308
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1961
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $2,555,802
- Income (IRS master file)
- $676,916
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $205,782 | $144,385 | $2,555,802 | IRS |
| 990 | June 2024 | $189,099 | $127,097 | $2,494,405 | IRS |
| 990 | June 2023 | $872,637 | $77,742 | $2,432,403 | XML |
| 990 | June 2022 | $200,654 | $67,656 | $1,637,508 | 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 31-6033308).
Questions about MARION ROTARY FOUNDATION INC
- What is the EIN of MARION ROTARY FOUNDATION INC?
- The employer identification number (EIN) of MARION ROTARY FOUNDATION INC is 31-6033308.
- Is MARION ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to MARION ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MARION ROTARY 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 MARION ROTARY 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 MARION ROTARY 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 MARION ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names LESLIE SCHNEIDER.
- Who are the officers and directors of MARION ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does MARION ROTARY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $205,782, expenses of $144,385 and total assets of $2,555,802 at year end.
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All nonprofits in MARION · Ohio · Philanthropy, voluntarism and grantmaking foundations